master-zapier-plan-draft/research/zapier/raw/help-articles.jsonl

{"url": "https://help.zapier.com/hc/en-us/articles/25380258676109-Use-Formatter-to-split-text-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/25380258676109-Use-Formatter-to-split-text-in-Zap-workflows", "title": "Use Formatter to split text in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use Formatter to split text in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Use Formatter to split text in Zap workflows Updated May 29, 2026 18:19 Use Formatter's Text action to break up your data into segments by using the Split Text transform. This is helpful when your data has a consistent delimiter and you need to use part of a field, or you want to break it up into smaller, separate segments. Available on plans: Free Professional Team Enterprise Examples Split a full name into first and last name: Your trigger provides a full name like Alex Johnson , but your CRM requires separate first and last name fields. Use Split Text with a space ( [:space:] ) as the separator, then select First for the first name and Last for the last name. Learn more about separating first and last names . Extract an ID from a URL: An app returns a URL like gid://shopify/FulfillmentOrder/13435721712000 , but a downstream step only needs the numeric ID. Use Split Text with / as the separator and select Last to get 13435721712000 . Get the latest message from an email thread: You receive an email thread with replies separated by a consistent delimiter like On ... wrote: . Use Split Text with that delimiter as the separator and select First to get only the most recent message. Break a comma-separated list into line items: Your trigger provides a comma-separated list of tags like urgent, billing, refund . Use Split Text with ,[:space:] as the separator and select All (as Line-items) to create individual line items for each tag. Choose the right text transform Split Text is one of several text transforms available in Formatter. If your data does not have a consistent delimiter, a different transform may be a better fit: If you need to... Use this transform Learn more Separate data at a consistent delimiter Split Text This article Pull an email, phone number, or URL from mixed text Extract Email Address , Extract Phone Number , or Extract URL Extract data in Zap workflows Find text using a custom pattern Extract Pattern (regex) Use regular expressions (regex) to find text in Zap workflows Remove or swap specific characters (newlines, symbols) Replace Find and replace values in your Zap workflows Remove leading or trailing spaces Trim Whitespace Remove extra text from your Zap data Shorten text to a character limit Truncate Remove extra text from your Zap data 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select Split Text . In the Input field, manually enter the string you want to transform or map a field from a previous step. In the Separator field, enter the value you want to separate on. E.g. if there are commas between your values, type in a comma. You must use a specific syntax for special characters, like spaces. In the Segment Index field, select what output you want: First : returns the first segment. Second : returns the second segment. Last : returns the last segment. Second to Last : returns the second to last segment. All (as Line-items) : returns each segment as individual line-item values. All (as Separate Fields) : returns each segment as separate, mappable fields. Click Continue to continue to the Test tab. Note You must use a specific syntax for special characters in the Separator field: Syntax Special characters it replaces [:space:] Use instead of space (\\s) characters [:tab:] Use instead of tab (\\t) characters [:newline:] Use instead of newline (\\n) characters [:return:] Use instead of carriage-return (\\r) characters Example If you have a list of fruit: mango, passion fruit, pineapple, guava, mountain apple that you want to separate, you can enter ,[:space:] as the separator. Include both the comma and the space, so only the fruit is included in the output. The output depends on what option you select in the Segment Index field: Segment Index Output First mango Second passion fruit Last mountain apple Second to Last guava All (as Line-items) mango, passion fruit, pineapple, guava, mountain apple (each as a separate line item) All (as Separate Fields) mango, passion fruit, pineapple, guava, mountain apple (each as a separate mappable field) 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Note After testing, map the Formatter output in your later action steps, not the original field from your trigger. If you map the original field, the split is not applied. Learn more about mapping fields between steps . Tip If you need to split text to meet token limits in AI steps, you can use the Split Text into Chunks for AI Prompt transform instead. Troubleshoot split text The first segment is blank If your input starts with the separator character, the first segment will be empty. For example, splitting /path/to/file on / produces a blank first segment, then path , to , and file . To get the value you need, select a different Segment Index (like Second or Last ), or add a Replace step before splitting to remove the leading separator. Second to Last returns unexpected results The Second to Last segment is the segment immediately before the last one. With only two segments, the Second to Last and First segments are the same value. For example, with the input Taylor Lee split on a space: First : Taylor Second to Last : Taylor Last : Lee With Sam De Luca split on a space: First : Sam Second to Last : De Last : Luca Names with more than two parts Splitting names on a space works well for two-part names like Alex Johnson . For names with three or more parts (like Morgan Van Dijk ), the Second segment returns Van , not Dijk . For these cases, consider using Last for the last name instead of Second . The split data is not applied in later steps If later steps still show the original unsplit data, check that you mapped the Formatter output field, not the original trigger or action field. Learn more about mapping fields between steps . Related resources Get started with Formatter Extract data in Zap workflows Find and replace values in your Zap workflows Remove extra text from your Zap data Use regular expressions (regex) to find text in Zap workflows Common Problems with Formatter ", "error": null, "slug": "formatter", "help_title": "Use Formatter to split text in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496180919949-Filter-and-path-rules-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496180919949-Filter-and-path-rules-in-Zap-workflows", "title": "Filter and path rules in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Filter and path rules in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Filter & Paths Filter and path rules in Zap workflows Updated May 29, 2026 18:18 Filters and paths are both tools that can be used for conditional or branching logic in your Zap workflows. This allows you to ensure actions get performed only on the items you want. Both tools let you set up specific conditions to get the granularity you need. For instance, you can set up a filter to only capture emails that contain a specific subject line or only customers who purchase a specific product. So when the data from your Zap meets the conditions of a filter, it proceeds to the next action in your Zap. If a filter stops an item, then no further actions are performed. Using either tool doesn't towards your task usage . Learn how to set up filters or paths for your Zap workflows . Filter rule conditions Filters can use different rules for logic. Conditions can only work for the type of data that is specified in parentheses. There are five types of filter rules: text, number, date/time, boolean, and generic. Examples In this table, you can see which fields would pass a given rule. In each example, the condition is the logic used for the rule, the value is what we’re evaluating the condition against. Condition Value Examples that would pass Examples that wouldn’t pass (Text) Contains Apples and bananas Apples Apple Apples and bananas Strawberries (Text) Does not contain Apples and bananas Strawberries Apple (Text) Exactly matches Apples Apples Apple (not plural) (Text) Does not exactly match Apples Apple Banana And more Apples (Text) Is in Apples, bananas Apples Bananas Apple Banana Strawberries (Text) Is not in Apples, bananas Strawberries Apple Apples Bananas (Text) Starts with App Apples Applesauce Apricots Bananas (Text) Does not start with App Apricots Bananas Apples Applesauce (Text) Ends with s Bananas Apple and bananas Apple (Text) Does not end with s Apple Banana Apples Bananas (Number) Greater than 10 11100 9-1 (Number) Less than 10 9-1 100 (Date/time) After 12/31/2018 1:00 01/01/2019 12/31/2018 01:01 12/31/2017 (Date/time) Before 12/31/2018 1:00 12/31/2017 01/01/2019 (Date/time) Equals 12/31/2018 1:00 12/31/2018 1:00 12/31/2019 12/31/2018 00:00 Exists n/a Apple 10 01/01/2019 Does not exist n/a Apple 10 01/01/2019 Note When filtering line items , whether your Zap continues past the filter depends on whether you use positive or negative filter conditions . Text filters Text filters only work with text data, so they won’t work with numbers or dates. Contains: Checks if the field contains a value. This is not case-sensitive. Does not contain: The opposite of Contains , this checks that the field does not contain a value. This is not case-sensitive. Exactly matches: Checks if the field matches a value letter-for-letter. This is not case-sensitive. Does not exactly match: Checks if the field does not match a value letter-for-letter. This is not case-sensitive. Is in: Checks if a field is in a list of values. This is not case-sensitive. Is not in: Checks if a field is not in a list of values. This is not case-sensitive. Starts with: Checks if a field begins with a certain value. This is not case-sensitive. Does not start with: Checks if a field does not begin with a certain value. This is not case-sensitive. Ends with: Checks if a field ends with a certain value. This is not case-sensitive. Does not end with: Checks if a field doesn’t end with a certain value. This is not case-sensitive. Number filters Number filters only work with numeric values, like 1 or 100. They do not work with written forms of numbers (one, two, one hundred) or dates. Greater than: Checks if a field is greater than a certain number. Less than: Checks if a field is less than a certain number. Date/time After: Checks if a date is after a certain date. Before: Checks if a date is before a certain date. Equals: Checks if two dates are identical. Boolean filters Is true: Checks is a boolean value is true. Is false: Checks if a boolean value is false. Generic filters Exists: Checks if a value exists (can be used with any type of field). Does not exist: Checks if a value doesn’t exist (can be used with any type of field). Filters and line items If you have a set of line items like this: Whether your Zap continues past the filter depends on whether you use positive or negative filter conditions. Examples of positive filter conditions are “Contains” and “Starts with”. Examples of negative filter conditions are “Does not contain” and “Does not start with”. If your filter conditions are all positive If all conditions are positive, at least one line item must pass all filter conditions for the Zap to continue. In the example below, the Zap continues because a single line item passed both positive conditions, even if others didn't. If your filter conditions are both positive and negative or all negative Whenever there is a negative condition included, all line items must pass all filter conditions for the Zap to continue. In the example below, the Zap doesn't continue because at least one line item didn't pass the filter conditions. Tip You can use Formatter to convert line-items to text if you need to filter on all line items. Note The Filter action doesn't remove any line items. If you map line items to later actions, this will include any line items that didn't pass the filter conditions. ", "error": null, "slug": "paths", "help_title": "Filter and path rules in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496180919949-Filter-and-path-rules-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496180919949-Filter-and-path-rules-in-Zap-workflows", "title": "Filter and path rules in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Filter and path rules in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Filter & Paths Filter and path rules in Zap workflows Updated May 29, 2026 18:18 Filters and paths are both tools that can be used for conditional or branching logic in your Zap workflows. This allows you to ensure actions get performed only on the items you want. Both tools let you set up specific conditions to get the granularity you need. For instance, you can set up a filter to only capture emails that contain a specific subject line or only customers who purchase a specific product. So when the data from your Zap meets the conditions of a filter, it proceeds to the next action in your Zap. If a filter stops an item, then no further actions are performed. Using either tool doesn't towards your task usage . Learn how to set up filters or paths for your Zap workflows . Filter rule conditions Filters can use different rules for logic. Conditions can only work for the type of data that is specified in parentheses. There are five types of filter rules: text, number, date/time, boolean, and generic. Examples In this table, you can see which fields would pass a given rule. In each example, the condition is the logic used for the rule, the value is what we’re evaluating the condition against. Condition Value Examples that would pass Examples that wouldn’t pass (Text) Contains Apples and bananas Apples Apple Apples and bananas Strawberries (Text) Does not contain Apples and bananas Strawberries Apple (Text) Exactly matches Apples Apples Apple (not plural) (Text) Does not exactly match Apples Apple Banana And more Apples (Text) Is in Apples, bananas Apples Bananas Apple Banana Strawberries (Text) Is not in Apples, bananas Strawberries Apple Apples Bananas (Text) Starts with App Apples Applesauce Apricots Bananas (Text) Does not start with App Apricots Bananas Apples Applesauce (Text) Ends with s Bananas Apple and bananas Apple (Text) Does not end with s Apple Banana Apples Bananas (Number) Greater than 10 11100 9-1 (Number) Less than 10 9-1 100 (Date/time) After 12/31/2018 1:00 01/01/2019 12/31/2018 01:01 12/31/2017 (Date/time) Before 12/31/2018 1:00 12/31/2017 01/01/2019 (Date/time) Equals 12/31/2018 1:00 12/31/2018 1:00 12/31/2019 12/31/2018 00:00 Exists n/a Apple 10 01/01/2019 Does not exist n/a Apple 10 01/01/2019 Note When filtering line items , whether your Zap continues past the filter depends on whether you use positive or negative filter conditions . Text filters Text filters only work with text data, so they won’t work with numbers or dates. Contains: Checks if the field contains a value. This is not case-sensitive. Does not contain: The opposite of Contains , this checks that the field does not contain a value. This is not case-sensitive. Exactly matches: Checks if the field matches a value letter-for-letter. This is not case-sensitive. Does not exactly match: Checks if the field does not match a value letter-for-letter. This is not case-sensitive. Is in: Checks if a field is in a list of values. This is not case-sensitive. Is not in: Checks if a field is not in a list of values. This is not case-sensitive. Starts with: Checks if a field begins with a certain value. This is not case-sensitive. Does not start with: Checks if a field does not begin with a certain value. This is not case-sensitive. Ends with: Checks if a field ends with a certain value. This is not case-sensitive. Does not end with: Checks if a field doesn’t end with a certain value. This is not case-sensitive. Number filters Number filters only work with numeric values, like 1 or 100. They do not work with written forms of numbers (one, two, one hundred) or dates. Greater than: Checks if a field is greater than a certain number. Less than: Checks if a field is less than a certain number. Date/time After: Checks if a date is after a certain date. Before: Checks if a date is before a certain date. Equals: Checks if two dates are identical. Boolean filters Is true: Checks is a boolean value is true. Is false: Checks if a boolean value is false. Generic filters Exists: Checks if a value exists (can be used with any type of field). Does not exist: Checks if a value doesn’t exist (can be used with any type of field). Filters and line items If you have a set of line items like this: Whether your Zap continues past the filter depends on whether you use positive or negative filter conditions. Examples of positive filter conditions are “Contains” and “Starts with”. Examples of negative filter conditions are “Does not contain” and “Does not start with”. If your filter conditions are all positive If all conditions are positive, at least one line item must pass all filter conditions for the Zap to continue. In the example below, the Zap continues because a single line item passed both positive conditions, even if others didn't. If your filter conditions are both positive and negative or all negative Whenever there is a negative condition included, all line items must pass all filter conditions for the Zap to continue. In the example below, the Zap doesn't continue because at least one line item didn't pass the filter conditions. Tip You can use Formatter to convert line-items to text if you need to filter on all line items. Note The Filter action doesn't remove any line items. If you map line items to later actions, this will include any line items that didn't pass the filter conditions. ", "error": null, "slug": "filter", "help_title": "Filter and path rules in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zap-workflows-with-filters", "final_url": "https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zap-workflows-with-filters", "title": "Add conditions to Zap workflows with filters", "auth_signals": [], "prerequisites": "Prerequisites Your Zap trigger must be set up. Filters are available on Zapier paid plans. 1. Add a Filter step In the Zap editor, click the plus + icon to add an action step. Select Filter . You can add a filter at any point after the trigger and can use multiple filters in the same Zap. 2. Customize your filter rules In the Configure & test section, set up your filter rules: In the first dropdown menu, select the field that you want the filter to check. In the second dropdown menu, select the rule that you want to use. Learn more about different types of filter rules . In the third field, type the value that you want to compare the field against. Tip A warning appears if you set up a filter condition so the Zap will always continue past the Filter step. For example, if you select the Subject field from an email step, set the condition to \"Exactly matches\", then map the same field in your value column, the Zap will always continue. Note Rules only work for the type of data specified in parentheses. For example, rules that begin with \"(Text)\" only work with text fields, and rules that begin with \"(Number)\" only work with number fields. Learn about the different types of filter rules . (Optional) Adding multiple criteria If you need to check more than one field or condition, you can add multiple criteria to the same filter. Use AND when all conditions must be true for the Zap to continue; use OR when any one condition can be true. To add another condition that must also pass (", "connect_steps": "", "text": "Add conditions to Zap workflows with filters – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Filter & Paths Add conditions to Zap workflows with filters Updated May 29, 2026 18:18 Filters allow Zap workflows to only perform actions on the items you want. With filters, you set a specific condition and the Zap will only continue if the data from your app meets that condition. Available on plans: Free Professional Team Enterprise Example You can set up a filter to only add customers to a list in your marketing app if they purchase a specific product. If the customer buys a different product, the filter stops the Zap and no further actions are performed. Prerequisites Your Zap trigger must be set up. Filters are available on Zapier paid plans. 1. Add a Filter step In the Zap editor, click the plus + icon to add an action step. Select Filter . You can add a filter at any point after the trigger and can use multiple filters in the same Zap. 2. Customize your filter rules In the Configure & test section, set up your filter rules: In the first dropdown menu, select the field that you want the filter to check. In the second dropdown menu, select the rule that you want to use. Learn more about different types of filter rules . In the third field, type the value that you want to compare the field against. Tip A warning appears if you set up a filter condition so the Zap will always continue past the Filter step. For example, if you select the Subject field from an email step, set the condition to \"Exactly matches\", then map the same field in your value column, the Zap will always continue. Note Rules only work for the type of data specified in parentheses. For example, rules that begin with \"(Text)\" only work with text fields, and rules that begin with \"(Number)\" only work with number fields. Learn about the different types of filter rules . (Optional) Adding multiple criteria If you need to check more than one field or condition, you can add multiple criteria to the same filter. Use AND when all conditions must be true for the Zap to continue; use OR when any one condition can be true. To add another condition that must also pass (AND), click + And , then set the field, rule, and value. To add a group of conditions where any can pass (OR), click Add Or rule group , then add the rules inside that group. Learn more about the difference between AND and OR logic in filters . 3. Test your filter To test your filter, click Continue . If the test data would have passed the filter, you'll get a confirmation that the Zap would have continued. If the test data would not have passed the filter, you'll get a confirmation that the Zap would not have continued. Note If a Filter step uses data from a search step that did not find anything, the Filter step and any other steps afterward will not run. After the filter is created, you can continue setting up the rest of your Zap. The actions added to the Zap after this filter step will only be performed if the incoming data passes the filter. Next steps Difference between AND and OR logic in filters Different types of filter rules Add branching logic to Zap workflows with Paths Test Zap steps ", "error": null, "slug": "filter", "help_title": "Add conditions to Zap workflows with filters"}
{"url": "https://help.zapier.com/hc/en-us/articles/31162277254541-Formatter-errors-importing-CSV-file", "final_url": "https://help.zapier.com/hc/en-us/articles/31162277254541-Formatter-errors-importing-CSV-file", "title": "Formatter: errors importing CSV file", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Formatter: errors importing CSV file – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Troubleshoot Formatter Formatter: errors importing CSV file Updated October 21, 2024 08:35 Symptoms You are using the Import CSV file transform in Formatter and receive one of the following errors when testing or running the Zap: Could not determine delimiter Utf8 coded can't decode byte xxx in position yyyy: invalid continuation byte Causes The transform could not recognize the delimiter or the encoding of the CSV file. How to fix it To fix this, go back to the Configure tab of your Formatter step and select different options for the following fields: Type of CSV file If you know your delimiter or you have a one-column CSV, you can select it in the Type of CSV File option. If your file still isn't recognized, you can select Text file (No CSV Parsing) to read the file contents as a text field, then use other Formatter steps to process the text. Encoding of CSV File If you don't know your file encoding, you can try Latin-1 or UTF-16 from the Encoding of CSV File option. Latin-1 is common for files that include diacritics, UTF-16 for files that include graphic characters. ", "error": null, "slug": "formatter", "help_title": "Formatter: errors importing CSV file"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496288555917-Add-branching-logic-to-Zap-workflows-with-Paths", "final_url": "https://help.zapier.com/hc/en-us/articles/8496288555917-Add-branching-logic-to-Zap-workflows-with-Paths", "title": "Add branching logic to Zap workflows with Paths", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Add branching logic to Zap workflows with Paths – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Filter & Paths Add branching logic to Zap workflows with Paths Updated July 01, 2026 10:18 The Paths app lets you perform different actions in your Zap based on rules that you define. These rules determine whether the Zap will perform subsequent steps in the path. Paths use conditional logic: \"If A happens in your trigger app, then do X. If B happens, then do Y.\" Available on plans: Free Professional Team Enterprise When to use Paths vs Filter Filter stops the Zap entirely for runs that do not match your conditions. Use Filter when you only want the Zap to continue for specific data and do not need to handle the \"else\" case. Paths routes data to different actions based on conditions. Use Paths when you need to handle multiple outcomes in the same Zap (e.g., record found vs. not found, email exists vs. phone only). Learn more about Filter and path rules in Zap workflows and the difference between \"and\" and \"or\" logic . Tip Paths and Filter steps do not count toward your task usage . Only action steps within a running path branch consume tasks. Paths terminology Path step: this is a starting point for using Paths in your Zap. Path branch: a single vertical column of action steps in one path that only run when the path rules are met. Path rules: the conditions that determine whether the path branch will run. Path group: a set of path branches at the same horizontal level. Nested path step: a path group nested within a path branch. 1. Add a Paths step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select Paths . Two path branches, \"Path A\" and \"Path B\", will automatically be created in a single path group (a set of paths that are on the same level). (Optional) Rename your path branch Click the menu icon next to a path branch rule. A dropdown menu will appear. Select Rename . An input box will appear. Enter a name for the path branch. Click the checkmark icon to confirm the new path name. 2. Create path rules Rules determine whether a path branch should run. To create path rules: In your path branch, select the Path rules . The right sidebar will open to the Rules setup & testing tab. Select the type of rule you want to use for your path branch: Custom rules Always run Fallback Custom rules Always run Fallback This path will run if your custom rules are met. With custom rules, you can use \"and\" or \"or\" logic when adding multiple rules to your path branch: And logic: your data must match all of the path rules for the Zap to continue. Or logic: your data must match at least one of the path rules for the Zap to continue. Learn more about the difference between \"and\" and \"or\" logic . Tip When using negative conditions (like \"does not contain\"), be careful with AND/OR logic. AND with two negative conditions means both must be false for the path to run. OR with two negative conditions means either being false is enough. Test with real data to confirm your rules behave as expected. Each rule requires three pieces of information: Field: in the first dropdown menu, select a field to be checked. Condition: in the second dropdown menu, select the condition for the field. Learn more about different path rule types . Value: in the third dropdown menu, enter the value the rule must meet. This path branch will always run. Selecting a path branch as \"Always run\" means all steps within a path branch will run each time the Zap runs. You can have multiple path branches within a path group set to \"Always run\". If no other path branches within the group run, this one will run. A fallback branch will run if no other path branch's rules are met. You can only set one path branch as a fallback, per path group. If you have Autoreplay enabled, fallback branches will only run after all replay attempts fail. You can designate any path branch as a fallback. If you do, it automatically becomes the last branch (far right) within the path group. It's also renamed to \"Fallback\" (this name cannot be changed). Tips You can set the rules for two path branches with opposite conditions to ensure your Zap acts correctly in all possible scenarios. For example, in Path A, you can use a rule that says \"if the email address exists\", and in Path B, the rule can be \"if the email address does not exist\". You can use custom error handling instead of Paths, to handle any errors that occur in your Zap. The path rules \"Always Run\" and \"Fallback\" are mutually exclusive, only one of them can be active in a path group at a given time. However, you can combine either of them with \"Custom rules\". 3. Test your path rule(s) Click Continue to test your path rule(s). Zapier will test your path rules based on the sample data in the fields used in your rules. At the bottom of the Rules setup & testing tab, a message will tell you if your Zap would or would not have continued down the path branch. 4. Add actions to your path Add actions to your path the same way you would add actions to your Zap . You must add at least one action to each path branch. How paths run Note Path branches run one at a time, left to right. If an earlier branch includes a Delay or other slow action, later branches wait until it finishes. Paths use sequential execution. Path branches are evaluated and run one by one in the order they appear within the Zap editor (left to right). This does not change the conditional logic of your path branches. With sequential execution, Zap workflows may behave differently if: You have multiple path branches that run at the same time. A path branch uses apps like Delay, Code, Looping, Digest, or the Sub-Zap app. Loops will still run in parallel rather than sequentially. You rely on when a step runs across different branches (not just if it runs). If this impacts your workflows, you can: Change the order of path branches. Branches run top to bottom, then left to right, so the order will impact when steps run. Move time-sensitive steps higher up in your path branch. Split your Zap into multiple Zap workflows using a sub-Zap if you need steps to run in parallel. Combine steps into the same path branch. Example If path A has a Delay step that delays for 1 day, and path B triggers a Slack message immediately, path B's steps will be held until path A finishes. This could delay subsequent steps from running unless you reorder your paths. Common patterns Find-or-create workflow Use Paths after a search or lookup step to update an existing record when found, or create a new one when not found: Add a search step (e.g., Find Contact, Lookup Spreadsheet Row). Uncheck \"Create a new record if one is not found\" so the search continues even when empty. Add a Paths step after the search. In Path A , set a custom rule: the search step's Zap Data was found field is true . Add an update action. In Path B , set the rule to: the search step's Zap Data was found field is false . Add a create action. Note Use the Zap Data was found output field from the search step to set your path rule. This is a different field from \"Zap search was found status.\" Selecting the wrong field is a common source of errors. Mutually exclusive conditions When multiple path branches could match the same data, add extra conditions to make them exclusive. This prevents the same Zap run from triggering actions in more than one branch. For example, to route by contact method: Path A: Email field exists Path B: Phone field exists AND Email field does not exist This ensures Path B only runs when there's no email, even if the phone field is also present in Path A's data. 5. (Optional) Add more path branches You can add up to 10 path branches within the same path group. Path branches run sequentially (left to right) as long as their rules are satisfied. Example This Zap's Paths step contains 3 path branches: Path A Path B Path C To add a path branch: Click the plus icon above the existing path branches. A new path branch will appear as \"Path C\". Continue setting up your path rule(s) and action(s). You can also copy and paste path branches or path groups . 6. (Optional) Add a nested Paths step A nested Paths step lets you create up to 3 levels of path groups within a Zap. Path branches, including nested Paths steps, run sequentially (left to right) as their rules are satisfied. To add a nested path step: Add a new action step where you want the new path to start. Select Paths as the app. A nested Paths step will appear, creating a single path group containing two path branches. Continue setting up your path rules and actions. 7. (Optional) Reposition path branches You can reposition your path branches within a path group to organize your branching logic visually. Repositioning paths does not influence when the path branch will run. To move a path branch: Hover to the left of the Path name . The icon will appear. Using the icon, drag the path branch into its new position. A pop-up message will appear to confirm the path branch has moved. Path limitations Each path group can have up to 10 path branches. Each Zap can have a maximum of 3 nested Path steps. If you need more depth, restructure by moving lookup steps before the Paths split or offloading branches to a sub-Zap . Zap workflows are limited to 100 steps total, including all steps within paths. Use a sub-Zap to offload additional steps if you reach this limit. You can only set up paths after adding a trigger to your Zap. Deleting a Paths step deletes all path groups within that step, including nested paths. Once you add a Paths step to your Zap, it must be the final step in your Zap. If you add a Paths step before the last step in your Zap, any subsequent steps will automatically be shifted into \"Path A\" (the first path branch). You cannot add shared actions after all path branches. To run common steps after branching, duplicate them in each branch or use a Sub-Zap. If you use Paths inside a Sub-Zap, every branch must include a Return from Sub-Zap step. Otherwise the parent Zap will stay in a Delayed state. If a path errors, subsequent paths will still run. Zap will not publish after editing paths If you see the error \"first child of Branch should be filter action\" when trying to publish, the path structure may have become corrupted after editing. To fix this, duplicate the Zap and rebuild the affected path in the new copy. ", "error": null, "slug": "paths", "help_title": "Add branching logic to Zap workflows with Paths"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496305146765-Create-lookup-tables-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496305146765-Create-lookup-tables-in-Zap-workflows", "title": "Create lookup tables in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Create lookup tables in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Utilities Create lookup tables in Zap workflows Updated May 29, 2026 18:19 With a lookup table, you can automatically match data from one app with the corresponding data needed by another app. You can then use the value returned by the lookup table to set a custom value for dropdown menu fields . Example If your trigger app sends the customer's email but your action app needs a customer ID, you can create a lookup table to match the name to the correct ID, and use the result in an action step. Create a lookup table from dropdown choices If you're working with a dropdown menu field that has preset choices, you can create a pre-populated lookup table or export the choices to a CSV file. Convert choices into a lookup table You can convert dropdown choices directly into a Formatter Lookup Table step. This avoids manually entering each key-value pair. In the Zap editor: Click a field with preset choices, identified by the arrows icon at the end of the input box. A dropdown menu will appear. In the bottom-right corner of the dropdown menu, click the three dot icon . A menu will open. Select Add lookup table step . A Formatter Lookup Table step will be added to your Zap, pre-populated with the dropdown's choices. Note The Formatter Lookup Table step requires a Professional plan or higher. Download choices to CSV You can download the dropdown choices as a CSV file to review, share, or use in other tools. In the Zap editor: Click a field with preset choices, identified by the arrows icon at the end of the input box. A dropdown menu will appear. In the bottom-right corner of the dropdown menu, click the three dot icon . A menu will open. Select Download all values to CSV . The choices will be downloaded to your computer as a CSV file. You can then import the CSV into a spreadsheet and use a search step to find matching records in another app. Create a lookup table table manually You can also create a lookup table from scratch using either Zapier Tables or a Formatter step. Each app offers different features, so you can select what works best for your use case Available on plans: Free Professional Team Enterprise Use Zapier Tables if: You need to match the same value to multiple pieces of data, for different apps. You want to share access with teammates to maintain the lookup table. Use Formatter if: The data you want to check comes as line items . Formatter can repeat the process for each line item in your data. You want to set a backup value in case the data received is not available in the lookup table. Formatter Zapier Tables Use a Formatter lookup table step 1. Add a Formatter step In the Zap editor: In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action e vent dropdown menu and select Utilities . Click Continue . 2. Set up your transform Click the Transform dropdown menu and select Lookup Table . In the Lookup Key field, select a field from the trigger or a previous action step. The Zap will use this value to search the lookup table for the correct row. In the Lookup Table fields: Key : In the left column, enter the text for each key. This should match the data the Zap could receive from the trigger. This column is case-sensitive. Value : Enter the corresponding value for each key in this column. This is what the Zap will pass on to other steps, if it finds a matching key. Click + Add value set to create more key and value pairs. (optional) In the Fallback Value field, enter a value to be used if there is no matching key. Example If your sales team inputs the customer name in a spreadsheet, but you need the customer ID to find them in your CRM app, you can add the customer's name to the Key column (for example, \"Jane Doe\"), and the corresponding ID to the Value column (for example, \"12345\"). You can then add a line for each customer so that the Zap can pass the correct value to other steps. 3. Test your step Click Test step . If the transformation is successful, the step will return the value associated with the key, or the fallback value (if you set one). Note If the field you use as the lookup key is blank at the time the Zap runs, the lookup table will not return any matches. In that case, the Zap run will send no value, as the fallback value is only used when there are existing values but no matches. Use Zapier Tables When using Zapier Tables as a lookup table, you need to create at least two fields: a lookup key and the result you want to use in another app. You can also create more fields if you're using different values in different apps. 1. Create your table You can start your table using the lookup table template . If you do, your table will have the following fields: Key: a field to enter the original values that you want to check, coming from a trigger or action app. Value 1, Value 2 and Value 3: you can fill these fields with the corresponding values you need. Tip You can also start from a blank table. Learn more about Zapier Tables . 2. Customize the table You can remove any of the value fields that come with the template by clicking the field name and then clicking Delete field . You can also add extra fields by clicking the + icon on the right side of the table. 3. Add the table as a step on your Zap Once you have filled out the table, you can add it to your Zap. If you already have a Zap started, you can add an action to it. If you're creating a new Zap: From your table, click the Linked assets icon on the left sidebar. The Zap workflows tab will be displayed. Click + Create to start a new Zap. In the dialog box, click + Start from scratch . Click Start building your automation . A new window or tab will open with your Zap. In the Zap editor, click the Action step. A dialog box will open. In the search box, search for and select Zapier Tables . The right sidebar will open to the Setup tab. Click the Action e vent dropdown menu and select Find record . Click Continue . 4. Set up your step In the Table ID dropdown menu, select the table you created. In the Filter Count dropdown menu, leave it as 1 . In Lookup Field 1 dropdown menu, select the field to search by. This should be the field that contains the information you receive from your trigger. Set up the trigger for your Zap. 5. Map the Zapier Tables output to another action step Once you have your trigger and the Zapier Tables step ready, you can add a new action at the end of your Zap. This step will receive the corresponding value from the table. Follow the steps to add a new action. Once your app is connected, click the field that will receive the table value. In the dropdown menu, click the name of your Zapier Tables step. Select the name of the field you want to send to this app. Once you’ve set your lookup table step, you can add other actions to use the result in your Zap. ", "error": null, "slug": "formatter", "help_title": "Create lookup tables in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495981541517-Common-Problems-with-Formatter", "final_url": "https://help.zapier.com/hc/en-us/articles/8495981541517-Common-Problems-with-Formatter", "title": "Common Problems with Formatter", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Formatter – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Troubleshoot Formatter Common Problems with Formatter Updated June 19, 2024 15:11 My Formatter step is not changing my data After you’ve set up and tested your Formatter step, remember to map the output of the step one of your action steps instead of the original data, which does not change. For example, imagine a Zap where your trigger step collects a user’s full name through a question in SurveyMonkey, and you’ve set up a Formatter step to split out just the first name for use in an email. If you have the Zap set up like this, the full name will be used each time: If you map the output of your Formatter step here, instead, though, just the first name will be used: The date format I want is not in the list of choices If you the format you need is not available, you can manually enter one by clicking on the dropdown and select \"Use Custom Value\". See the Date & Time section for more info on the syntax of the format. How does the \"Second to Last\" segment index of the Split text function work? The \"Second to Last\" segment would be the segment BEFORE the last index. For example: If you have a string of text to split that has 4 words: \"Rip Van Old Winkle\" First segment: \"Rip\" Second segment \"Van\" Second to last: \"Old\" Last Segment: \"Winkle\" If you have a string of text to split that has 3 words: \"Ned Eddard Stark\" First segment: \"Ned\" Second segment \"Eddard\" Second to last: \"Eddard\" Last Segment: \"Stark\" If you have a string of text to split that has 2 words: \"John Snow\" First segment: \"John\" Second to last: \"John\" Last Segment: \"Snow\" I want to split a name field from the trigger into a first and last name field in the action You can do this via the Formatter Text action using the Split transform and using a space as your character. You'll need two actions - one to grab the first segment and one to grab the second. However, there are some things to be aware of. If someone's name is Vicky Cassidy, then this works great - you'll split Vicky and Cassidy. If, however, someone's name is Vicky Van Cassidy, then you'll get Vicky as the first name and Van as the last name. If someone's name is Vicky Sue Cassidy then you'll get Vicky as the first name and Sue as the last name. For an added level of security you can do three segments with three Formatter steps like this: First action: Second action: Third action: Using a custom value of 2 will get your the third segment - it's counterintuitive, but the first segment = 0. Then in the action you'll map the output of 1 to First Name and the output of 2 and 3 to Last name. However, this still won't be perfect for people with +3 names or people with 2 words as a first name, so there is still a risk. We recommend not using a split but instead mapping the full name to either the first or last name field in the action. Sometimes my data is blank, empty, unchanged, or not in the right format Formatter's handling of blank and invalid values varies by the type of Action being used. Here is a summary of the behavior you can expect: Text Transforms: Blank values return blank ( '' ) For transforms that involve parsing/extracting text, when it fails, returns blank Number Transforms: Formatting (Number, Currency, Phone Number) Blank values return blank ( '' ) When formatting fails to produce a sensible value, will return the input unaltered (so \"N/A\" stays \"N/A\") Operations (i.e. add) Skip non-numerical inputs and return the result of performing the operation on numerical inputs If all inputs are blank, will return 0 Spreadsheet Formula that fail to run correctly result in an error Date/Time Transforms: Blank values return blank ( '' ) When a valid date cannot be parsed from the input, returns \"now\", the moment in time the Zap is executing The \"Extract Pattern\" transform isn't giving me text output. The best option here is to include a capture group with your regex. The Extract Pattern Transform will only return the text if there is a capture group included - for example, if you are searching for the text \"three\" within \"one two three four\", you should put \"three\" in parens as shown here: That will output: If you are not able to set that up, the output of Formatter's Extract Pattern Transform does not provide the extracted text, but instead provides these three fields: _end - last position of match in text _start - first position of match in the text _matched - true or false based on the match Several Formatter steps can be used to extract the text using these Extract Pattern position outputs - specifically, a Math Operation step and a Truncate step. Please contact support for assistance with setting this up. My Formatter Step Is Incorrectly Converting the Date Usually when the Formatter step's \"From Format\" field is not set (screenshot below) This ends up throwing off the Formatter app and creates an incorrect conversion. For example, if you refer to the gif below, it shows that the date provided to the Formatter step is 11/05/2018 but the output is 01/01/18 But once you set the \"From Format\", this helps the Formatter figure out the format of the date and create an accurate conversion. In the gif below, it shows that the date 11/05/2018 (DD/MM/YYYY) was converted to 05/11/2018 (MM/DD/YYYY) correctly: My Format Phone Number Step Is not modifying the phone number When formatting a phone number using the Formatter > Number > Format Phone Number transform, Zapier validates whether or not the \"from\" phone number is valid in the country code selected (US is the default). Fake phone numbers (e.g., there is no 555 area code in the US) or a \"phone number\" with too many or not enough numbers, or phone numbers with invalid characters will result in an unchanged output . ", "error": null, "slug": "formatter", "help_title": "Common Problems with Formatter"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495943702285-What-s-the-difference-between-and-and-or-logic-in-filters-and-paths", "final_url": "https://help.zapier.com/hc/en-us/articles/8495943702285-What-s-the-difference-between-and-and-or-logic-in-filters-and-paths", "title": "What's the difference between \"and\" and \"or\" logic in filters and paths?", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "What's the difference between "and" and "or" logic in filters and paths? – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Filter & Paths What's the difference between "and" and "or" logic in filters and paths? Updated May 29, 2026 18:18 Available on plans: Free Professional Team Enterprise When you need to set up multiple rules for your Filter or Paths step, you can use one of two types of logic: And : your data must satisfy all of your rules. Or : your data must satisfy at least one of your rules. Example If you have an email with the subject \"Urgent help needed by Monday\" and the following setup: Filter condition Will the Zap continue? \"Subject\" field contains \"Urgent\" and \"help\" Yes - the subject contains both words. \"Subject\" field contains \"Elective\" and \"help\" No - the subject only contains one word, not both. \"Subject\" field contains \"Urgent\" or \"help\" Yes - the subject contains at least one of words. \"Subject\" field contains \"Elective\" or \"help\" Yes - the subject contains at least one of the words. Tip Learn about Filter and path rules in Zap workflows . ", "error": null, "slug": "filter", "help_title": "What's the difference between \"and\" and \"or\" logic in filters and paths?"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495997101581-Common-Problems-with-Google-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/8495997101581-Common-Problems-with-Google-Forms", "title": "Common Problems with Google Forms", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Google Forms – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Forms Common Problems with Google Forms Updated September 14, 2023 11:10 I can't see my Google Form spreadsheet in the dropdown Google Form responses need to be saved to a Google Sheet in order to work with Zapier. To resolve this, you'll want to adjust where you save your Google Form responses using this guide and ensure they're saved in a Google Sheet. The Google Sheet will then become selectable in the dropdown when setting up your Zap. My trigger is not working and shows the error \"Quota exceeded for quota metric\" If you see this error with a Google Forms trigger, switch the trigger to Google Sheets , and select the spreadsheet where the responses are stored. ", "error": null, "slug": "google-forms", "help_title": "Common Problems with Google Forms"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496212590093-Get-started-with-Formatter", "final_url": "https://help.zapier.com/hc/en-us/articles/8496212590093-Get-started-with-Formatter", "title": "Get started with Formatter", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Get started with Formatter – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Getting started with Formatter Get started with Formatter Updated May 29, 2026 18:18 Formatter is Zapier's built-in utility tool for transforming text, numbers, and other data into the format you need. Add a Formatter step when: Data from one app does not match the format another app expects (e.g., phone numbers, dates, number types). You need to split, extract, or combine text fields. You need to translate values between apps (e.g., product IDs to friendly names). You need to set a default value for empty or missing data so later steps do not fail. You can also use Formatter with AI to discover formatting options as you map your fields. Describe what you need in plain language, and Zapier will draft the relevant Formatter step for you. Tip Formatter steps does not count toward your task usage . Available on plans: Free Professional Team Enterprise Common use cases Format phone numbers for a CRM or ad platform Your source app sends a phone number like 623-234-9012 , but the destination app requires E.164 format ( +16232349012 ). Add a Formatter step with Numbers > Format Phone Number transform to standardize the number before passing it to the next step. Learn more: Modify number formats in Zap workflows Split a full name into first and last name Your trigger sends a single \"Full Name\" field like \"Jane Smith\", but the destination app needs separate first and last name fields. Add a Formatter step with Text > Split Text transform, use a space as the separator, and select First for the first name segment and Last for the last name. Learn more: Use Formatter to split text in Zap workflows Convert a date to match another app's format Your source app sends 11/05/2025 (DD/MM/YYYY), but the destination expects 2025-05-11 (YYYY-MM-DD). Add a Formatter step with Date/Time > Format transform and set both the input and output formats. Learn more: Modify dates and times formats in Zap workflows Translate IDs to names with a Lookup Table Stripe sends a Product ID, but your Slack notification needs the product name. Add a Formatter step with Utilities > Lookup Table transform to map each ID to a friendly name. Make sure to use the Formatter step's Output field in your next action, not the original trigger field. Learn more: Create lookup tables in Zap workflows Date and time transforms Use these transforms to adjust, compare, or reformat dates and times between apps. Add or subtract dates and times in Zap workflows Compare dates and times in Zap workflows Modify dates and times formats in Zap workflows Tip Always set the From Format field when converting dates to avoid incorrect conversions. If your app returns UTC timestamps, use the Date/Time Format transform to convert to your local timezone. Number transforms Use these transforms to convert number formats, standardize phone numbers, or perform calculations. Modify number formats in Zap workflows Perform math operations in Zap workflows Select a random number in Zap workflows Use spreadsheet-style formulas in Zap workflows to work with both text and numbers Use the Format Phone Number transform to standardize phone numbers to E.164 format, and the Format Number transform to convert strings like \"26.24\" to numeric values that apps like Notion and Zoho accept. Text transforms Use these transforms to split, extract, replace, or reformat text data in your Zap workflows. Count the number of characters or words in your Zap fields Use Formatter to decode and encode HTML in Zap workflows Remove extra text from your Zap data Convert the letter casing in a text string in your Zap workflows Use Formatter to split text in Zap workflows Modify large data for your AI prompts Extract data in Zap workflows Find and replace values in your Zap workflows Change your Zap data to HTML, Markdown, ASCII, or plain text Use regular expressions (regex) to find text in Zap workflows The Split Text transform is useful for separating combined fields (like full names into first and last). The Extract Data transform can pull emails, URLs, or other patterns from longer text. Utility transforms Use these transforms to map values between apps, work with line items, or import CSV data. Create lookup tables in Zap workflows Create line items in Zap workflows Convert line items into text strings Pick from a list of items in Zap workflows Import CSV files into Zap workflows Tip After setting up a Lookup Table transform, map the Formatter step's Output field in your later actions—not the original trigger field. Troubleshoot Formatter If your Formatter step is not working as expected, these articles cover common issues and error messages. Common problems with Formatter Formatted data is incorrect in later Zap steps Formatter: errors importing CSV file Formatter error: Invalid Syntax: Only numeric values are allowed Formatter error: 413 Request Entity Too Large ", "error": null, "slug": "formatter", "help_title": "Get started with Formatter"}
{"url": "https://help.zapier.com/hc/en-us/articles/31166267962893-Perform-math-operations-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/31166267962893-Perform-math-operations-in-Zap-workflows", "title": "Perform math operations in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Perform math operations in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Numbers Perform math operations in Zap workflows Updated May 29, 2026 18:18 With Formatter's Perform Math Operation transform, you can add math operations that use fields from triggers and actions in Zap workflows and send the results to other steps. This can be useful if, for example, you receive a value in cents, but need it in dollar amounts. 1. Add a Formatter step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Numbers . Click Continue . 2. Set up your transform Next, set up the action: Click the Transform dropdown menu and select Perform Math Operation . Click the Operation field and select which operation to perform: Addition Subtraction Multiplication Division Make a number negative In the Input field, map a field from a previous step or enter a list of values. More fields will appear when the first one is used. Click Continue . Note The Perform Math Operation transform does not work with line items. 3. Test your step Click Test step . If the transformation is successful, the step will return the result. Once you’ve set your Formatter step to pick a value from a list, you can add other actions to use the result in your Zap. ", "error": null, "slug": "formatter", "help_title": "Perform math operations in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496030961165-Use-filters-so-your-Zap-only-triggers-on-certain-days-or-times", "final_url": "https://help.zapier.com/hc/en-us/articles/8496030961165-Use-filters-so-your-Zap-only-triggers-on-certain-days-or-times", "title": "Use filters so your Zap only triggers on certain days or times", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use filters so your Zap only triggers on certain days or times – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Filter & Paths Use filters so your Zap only triggers on certain days or times Updated May 29, 2026 18:18 Use filters to control when your Zap sends data to an action. Before you begin, check how your trigger app provides date and time information. Depending on the format, you may not be able to filter by day or time. Filter for days If your trigger data includes the day of the week in any of its fields, you can make your Zap run only on specific days. For example, Gmail passes along the date and time in a format like Thur, 25 Dec 2025 11:28:00 -0000 : Because the days of the week appear in this field, you can filter by them. Filter for a specific day To make your Zap run only on Fridays: Add a Filter step to your Zap. In the Field dropdown, select the date field from your trigger (for example, Date from Gmail). Select the (Text) Contains condition. In the value field, enter Fri . Use the \"contains\" condition because the field includes additional timestamp information. The \"exactly matches\" condition would prevent data from passing the filter in this case. Filter for weekdays only To make your Zap run only on weekdays, add two filter conditions using AND : Add a Filter step to your Zap. Set the first condition: Select the date field from your trigger. Select (Text) Does not contain . Enter Sat . Click + And . Set the second condition: Select the same date field. Select (Text) Does not contain . Enter Sun . Use \"AND\" because both conditions must be true for the Zap to skip weekends. Using \"OR\" would make the Zap run every day, since one condition would always be true. Filter between certain dates and times You can use the \"After Date/Time\" and \"Before Date/Time\" filters to define a date and time range. To filter for a specific date range: Add a Filter step to your Zap. Set the first condition: Select the date field from your trigger. Select (Date/Time) After . Enter the start date and time (for example, 2025-12-15 3:00am ). Click + And . Set the second condition: Select the same date field. Select (Date/Time) Before . Enter the end date and time (for example, 2025-12-25 7:00am ). In this example, the Zap continues only if the date is between December 15, 2025, 3:00 AM and December 25, 2025, 7:00 AM: Compare to today's date If your trigger passes a date and you only want your Zap to run when that date matches today's date, you can use a combination of Formatter and Filter steps. Add a Formatter by Zapier step to format today's date: Select the Date/Time event. Select the Format transform. In the Input field, click in the field and select Current time from the system variables . In the To Format field, enter YYYY-MM-DD . Leave the To Timezone field set to your preferred timezone. Add another Formatter by Zapier step to compare dates: Select the Date/Time event. Select the Compare Dates transform. In the Start Date field, map the Output from the previous Formatter step. In the End Date field, map the date field from your trigger (for example, Due Date ). Add a Filter step to check if the dates match: In the Field dropdown, select the Output Days field from the Compare Dates step. Select (Number) Less than . Enter 1 . This setup ensures your Zap only runs when the due date matches today's date. ", "error": null, "slug": "filter", "help_title": "Use filters so your Zap only triggers on certain days or times"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495997064845-How-to-get-started-with-Google-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495997064845-How-to-get-started-with-Google-Forms-on-Zapier", "title": "How to get started with Google Forms on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Forms app on Zapier, you must have: A Google account with access to Google Forms.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Forms How to get started with Google Forms on Zapier Updated August 12, 2025 13:41 Google Forms and Zapier make it easy to automate tasks after a form is submitted. The integration uses triggers for new responses to automatically create, find, or update data in other apps. Prerequisites To use the Google Forms app on Zapier, you must have: A Google account with access to Google Forms. Connect Google Forms to Zapier To create an app connection to Google Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Forms . Click Add connection . A new browser tab or window will open. Log into Google Forms to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Forms account is now successfully connected to Zapier. About Google Forms's app", "text": "How to get started with Google Forms on Zapier – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Forms How to get started with Google Forms on Zapier Updated August 12, 2025 13:41 Google Forms and Zapier make it easy to automate tasks after a form is submitted. The integration uses triggers for new responses to automatically create, find, or update data in other apps. Prerequisites To use the Google Forms app on Zapier, you must have: A Google account with access to Google Forms. Connect Google Forms to Zapier To create an app connection to Google Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Forms . Click Add connection . A new browser tab or window will open. Log into Google Forms to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Forms account is now successfully connected to Zapier. About Google Forms's app Triggers, searches, and actions Triggers New Form Response (Instant) - Triggers when a new form response is received. New or Updated Form Response (Instant) - Triggers when a form response is added or modified. Searches No search actions available for Google Forms Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply , if you exceed these limits, you'll receive a 429 error. Google Form responses must be saved to a Google Sheet in order to work with Zapier, as the form itself cannot be directly accessed without this connection. Templates View all of Google Forms's templates . Use cases 6 popular Google Forms automation workflows Ask Zapier: Can I automate a google forms survey response? Your guide to form and survey automation How to create Google Docs templates based on form responses How to analyze form responses with AI Additional Google Forms resources Zapier's Google Forms integration page Google Form's Help Center Google Forms's API documentation ", "error": null, "slug": "google-forms", "help_title": "How to get started with Google Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496257974029-Modify-date-and-time-formats-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496257974029-Modify-date-and-time-formats-in-Zap-workflows", "title": "Modify date and time formats in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Modify date and time formats in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Date/Time Modify date and time formats in Zap workflows Updated May 29, 2026 18:18 Use Formatter to format and style dates and times. This is essential for: Ensuring data compatibility: Different apps may require specific date formats. Localizing dates and times: Adapt dates and times for different regions. This is helpful when you need a different format in later steps in your Zap. Available on plans: Free Professional Team Enterprise Example One app may send the data as 10/15/2024, while another might require October 15, 2024. Formatter allows you to convert between these formats. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Date / Time. Click Continue to continue to the Configure tab. 2. Select your transform Click the Transform field dropdown menu and select Format . In the Input field, map a field containing a date from the previous step. In the To Format dropdown menu, select a pre-defined format option . (Optional) In the To Timezone dropdown menu, select a timezone . The default is UTC. (Optional) You can explicitly set the date and time format and timezone for your Input field to ensure Zapier interprets it correctly. Click Continue to continue to the Test tab. Note If you do not complete the From Timezone field, Zapier assumes the input is in UTC. Tip If a date and time format is missing from the dropdown menu, you can customize the format using a custom value . 3. Test your action Test your action to verify the date and time is formatting correctly. Click Test step . The Data out tab will display the new formatted date and time. If the new date time is not what you expect, you can adjust the transform settings and retest the step again. Once you've set up your Formatter action, you can use the results in further actions in your Zap. Customize your date and time format If the date and time format you need is not available in the dropdown menu, you can set the format as a custom value using tokens. Example To display \"January 15, 2024\", use the token combination MMMM D, YYYY . To display \"01/15/24 at 3:30 PM\", use MM/DD/YY [at] h:mm A . Date and time tokens Category Token Example output Year YYYY 2000, 2001, 2002 ... 2012, 2013 YY 00, 01, 02 ... 12, 13 Month MMMM January, February, March ... MMM Jan, Feb, Mar ... MM 01, 02, 03 ... 11, 12 M 1, 2, 3 ... 11, 12 Day of year DDDD 001, 002, 003 ... 364, 365 DDD 1, 2, 3 ... 364, 365 Day of month DD 01, 02, 03 ... 30, 31 D 1, 2, 3 ... 30, 31 Do 1st, 2nd, 3rd ... 30th, 31st Day of week dddd Monday, Tuesday, Wednesday ... ddd Mon, Tue, Wed ... d 1, 2, 3 ... 6, 7 Hour (24-hour) HH 00, 01, 02 ... 23, 24 H 0, 1, 2 ... 23, 24 Hour (12-hour) hh 01, 02, 03 ... 11, 12 h 1, 2, 3 ... 11, 12 AM/PM A AM, PM a am, pm Minute mm 00, 01, 02 ... 58, 59 m 0, 1, 2 ... 58, 59 Second ss 00, 01, 02 ... 58, 59 s 0, 1, 2 ... 58, 59 Millisecond SSS 000, 001, 002 ... 998, 999 SS 00, 01, 02 ... 98, 99 S 0, 1, 2 ... 8, 9 Timezone ZZ -07:00, -06:00 ... +06:00, +07:00 Z -0700, -0600 ... +0600, +0700 Unix timestamp X 1381685817 Tip To include literal text in your format (like \"at\" or \"on\"), wrap it in square brackets. For example, MMMM D, YYYY [at] h:mm A produces \"January 15, 2024 at 3:30 PM\". ", "error": null, "slug": "formatter", "help_title": "Modify date and time formats in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496288404877-Modify-number-formats-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496288404877-Modify-number-formats-in-Zap-workflows", "title": "Modify number formats in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Modify number formats in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Numbers Modify number formats in Zap workflows Updated May 29, 2026 18:18 Available on plans: Free Professional Team Enterprise Use Formatter to change number formats. You can modify numbers in three ways: Currency : Convert numbers to currency formats. Number: Localize numbers into different regional number format conventions. Phone number : Standardize phone numbers into a specific format. This is helpful when you need a different format in later steps in your Zap. Note 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Numbers. Click Continue to continue to the Configure tab. 2. Set up your transform Currency Number Phone number Currency This transform will allow you to format numbers into currency formats (e.g. $1234.56, €100). Click the Transform dropdown menu and select Format Currency . In the Input field, map the field containing the currency number you want to style . Click the Currency dropdown menu and select your desired currency. Click the Currency Locale dropdown menu and select your desired currency locale. Click the Currency Format dropdown menu and choose from the pre-defined format options. You can also use a custom value and refer to the Unicode formatting rules for additional options. Click Continue to continue to the Test tab. Note This transform will not convert the amount into another currency. Number This transform allows you to specify how numbers are grouped and where decimal points are placed (for example 1,234.56 into 1 234,56). Click the Transform field dropdown menu and select Format Number . In the Input field, map the field containing the number you want to style . Click the Input Decimal Mark dropdown menu. Select which character should be used to separate the whole part of a number from its decimal part. Click the To Format field dropdown menu and select from the pre-defined format options. Click Continue to continue to the Test tab. Note This transform cannot round or pad numbers. Phone number This transform allows you to format phone numbers with country codes and validate them against the selected country code (for example +1 (123) 456-7890). Click the Transform field dropdown menu and select Format Phone Number . In the Input field, map the field containing the phone number you want to style . Click the To Format field dropdown menu and select the format . (optional) Click the Phone Number Country Code dropdown menu and select the country code . You can also set the country code using a custom value . (optional) Click the To Format field to open the dropdown menu. Click Continue to continue to the Test tab. 3. Test your action Test your action to verify it is formatting the data correctly. Click Test step . The Data out tab will display the Output with the new formatted data. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. ", "error": null, "slug": "formatter", "help_title": "Modify number formats in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/16720031282189-Use-Formatter-with-AI-to-automatically-format-data", "final_url": "https://help.zapier.com/hc/en-us/articles/16720031282189-Use-Formatter-with-AI-to-automatically-format-data", "title": "Use Formatter with AI to automatically format data", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use Formatter with AI to automatically format data – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Getting started with Formatter Use Formatter with AI to automatically format data Updated April 10, 2026 17:14 Available on plans: Free Professional Team Enterprise You can use Formatter with AI to discover formatting options right from the step you’re building. Describe what you need in plain language and Zapier will draft the relevant Formatter step for you. Easily reformat any data you need and save time from manual editing. Beta Formatter with AI is a beta feature . It's available for use, but still in active development and may change. Add Formatter with AI in your action step When you set up your Zap action : Click an input field . In the dropdown menu, hover over the field you want to map to . Click the AI-powered formatter icon that appears next to the field. A dialog box will open. Describe what you want to format. Click Create step . A pre-populated Formatter step will be added to your Zap. Fill out any remaining fields in the Formatter step, then click Continue . Test your Formatter action. When you return to the first action step, the Formatter output will be automatically mapped to the input field. Tip Describe your workflow using plain language like “Change the date and time to this format: Friday, August 19th.” You do not need to use technical language. Learn more about using Formatter in the Zapier Community. ", "error": null, "slug": "formatter", "help_title": "Use Formatter with AI to automatically format data"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496288648461-Schedule-Zap-workflows-to-run-at-specific-intervals", "final_url": "https://help.zapier.com/hc/en-us/articles/8496288648461-Schedule-Zap-workflows-to-run-at-specific-intervals", "title": "Schedule Zap workflows to run at specific intervals", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Schedule Zap workflows to run at specific intervals – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Schedule & Delay Schedule Zap workflows to run at specific intervals Updated May 29, 2026 18:18 Schedule by Zapier is a built-in tool that lets you set up a Zap to run on a specific interval. Typically, Zap workflows only run when a trigger event occurs in an app. With schedule triggers, you can choose to run your Zap every month, week, day, or hour. You can even set up custom intervals for things like quarterly or annual tasks. Using this tool does not count towards your task usage . Example You need to add a new task to your task management app at the start of every week to set your weekly goals. Use Schedule to trigger your Zap every Monday at 11 AM, then add an action step to add new tasks in your task management app. Note While the UI in this video is outdated, the core functionality remains similar in most current versions. Set up your schedule trigger In the Zap editor, click the Trigger step. A dialog box will open. In the Setup tab, search for and select Schedule . The right sidebar will open. Click the Trigger event dropdown menu and select the frequency at which you want the Zap to run: Custom FrequencyExample Set up the Zap to trigger on your own defined schedule. In the Trigger event dropdown menu, select Custom frequency . Click Continue . In the Trigger tab, enter values in the following fields: Frequency Type: set how often should the Zap trigger. Interval : add a number that corresponds with the frequency type. Start date: add a date for when you want the trigger to run for the first time. Time of day : what time the Zap should trigger. By default, the timezone will default to your account settings. Click Continue . Click Test trigger . If a throttling error appears, wait 30 seconds and retry, or click Skip test to proceed. The Zap will still run on schedule once published. Click Continue to set up your Zap action(s) . Example You can set your custom frequency to: Every 3 months to trigger quarterly.Every 2 weeks to trigger biweekly.Every 12 months to trigger annually. Example You can set your custom frequency to: Every 3 months to trigger quarterly.Every 2 weeks to trigger biweekly.Every 12 months to trigger annually. Every day Set up the Zap to trigger daily. In the Trigger event dropdown menu, select Every Day . Click Continue . In the Trigger tab, enter values in the following fields: Time of Day : select a time of day for the Zap to run. (optional) Trigger on weekends?: set if the Zap should trigger on Saturdays and Sundays. Click Continue . Click Test trigger . If a throttling error appears, wait 30 seconds and retry, or click Skip test to proceed. The Zap will still run on schedule once published. Click Continue to set up your Zap action(s) . Every hour Set up the Zap to trigger hourly. In the Trigger event dropdown menu, select Every Hour . Click Continue . In the Trigger tab, enter values in the following fields: (optional) Time offset: select an offset past the hour for the Zap to run. (optional) Trigger on weekends?: set if the Zap should trigger on Saturdays and Sundays. Click Continue . Click Test trigger . If a throttling error appears, wait 30 seconds and retry, or click Skip test to proceed. The Zap will still run on schedule once published. Click Continue to set up your Zap action(s) . Every month Set up the Zap to trigger monthly. In the Trigger event dropdown menu, select Every Month . Click Continue . In the Trigger tab, enter values in the following fields: Day of the Month: select a date of the month for the Zap to run. Time of Day: select a time of day for the Zap to run. Click Continue . Click Test trigger . If a throttling error appears, wait 30 seconds and retry, or click Skip test to proceed. The Zap will still run on schedule once published. Click Continue to set up your Zap action(s) . Every week Set up the Zap to trigger weekly. In the Trigger event dropdown menu, select Every Week . Click Continue . In the Trigger tab, enter values in the following fields: Day of the Week: select a day of the week for the Zap to run. Time of Day: select a time of day for the Zap to run. Click Continue . Click Test trigger . If a throttling error appears, wait 30 seconds and retry, or click Skip test to proceed. The Zap will still run on schedule once published. Click Continue to set up your Zap action(s) . Common use cases You can combine Schedule by Zapier with other Zapier tools like Filter , Formatter , and search actions to handle more advanced scheduling needs. Trigger on the first business day of each month Schedule by Zapier does not have a built-in \"first business day\" option, but you can build this with a daily schedule and a filter. Set your schedule trigger to Every Day with Trigger on weekends set to No . Add a Formatter by Zapier action. Select the Date/Time event and the Format transform. In the Input field, enter {{zap_meta_human_now}} . In the To Format field, enter D to extract the day of the month as a number. Add a Filter by Zapier step. Set the condition to only continue if the Formatter output (Number) Is less than 4 . This ensures the Zap only runs on the 1st, 2nd, or 3rd of each month — and only on weekdays. If the 1st falls on a Saturday, the Zap runs on the following Monday (the 3rd). Learn more: Use filters so your Zap only triggers on certain days or times Run on a schedule and act on data found in a lookupExample You can use a schedule trigger to periodically check another app for new or matching data, then take action only when results are found. Set your schedule trigger to the desired frequency (for example, Every Hour ). Add a search action for the app containing your data (for example, Find Spreadsheet Row in Google Sheets). Add a Filter by Zapier step: only continue if the search step returned a result. Add your remaining actions after the filter. These only run when the lookup finds matching data. Example Run a Zap every hour to check a Google Sheet for overdue invoices. If the search finds a matching row, send a reminder email. If no match is found, the Zap stops at the filter step and no tasks are used. Learn more: Search for existing data in Zap workflows Example Run a Zap every hour to check a Google Sheet for overdue invoices. If the search finds a matching row, send a reminder email. If no match is found, the Zap stops at the filter step and no tasks are used. Send a recurring reminder on weekdays only Use a schedule trigger with a filter to send daily reminders or reports only on business days. Set your schedule trigger to Every Day with Trigger on weekends set to No . Add your action steps (for example, send a Slack message, create a task, or send an email). To exclude specific days beyond weekends, add a Filter by Zapier step between the trigger and your actions. Learn more: Use filters so your Zap only triggers on certain days or times Limitations Zapier does not guarantee your Zap will trigger at the precise minute you set. It should run within a few minutes of your scheduled time. Schedule triggers use the timezone set in your Zapier account , not the timezone set in your Zap . If you change your account timezone, turn the Zap off and back on for the change to take effect. Zap run timestamps in Zap history display in UTC, which may differ from your local time even when the Zap is running on the correct schedule. Tip If you want more granular control over when your schedule trigger runs, you can pair it with filters and delays. For example, if you want to run your Zap on a specific day of the week with some exceptions, you can add a filter so your Zap only runs then. If you want to base your Zap on a recurring event that does not occur at regular intervals, you can use Google Calendar's Event Start trigger to run your Zap when the recurring event starts. Related resources Common problems with Schedule Add delays to Zap workflows Use filters so your Zap only triggers on certain days or times Manage your Zapier account timezone ", "error": null, "slug": "schedule", "help_title": "Schedule Zap workflows to run at specific intervals"}
{"url": "https://help.zapier.com/hc/en-us/articles/44391646192397-Ways-to-make-API-requests-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44391646192397-Ways-to-make-API-requests-in-Zapier", "title": "Ways to make API requests in Zapier", "auth_signals": ["api_key", "basic_auth", "webhook"], "prerequisites": "", "connect_steps": "", "text": "Ways to make API requests in Zapier – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations API Ways to make API requests in Zapier Updated June 29, 2026 10:20 Zapier offers several ways to make API requests. The right choice depends on which Zapier product you're using, whether the app you're calling has a Zapier integration, and how you need to handle authentication. Any API (with or without a Zapier integration) Webhooks by Zapier and API by Zapier let you call any API endpoint, even if the service does not have a dedicated Zapier app. Webhooks by Zapier API by Zapier Available in Zap workflows Agents Zapier MCP Zap workflows Agents Zapier MCP Supported authentication Basic authentication None OAuth2 API keys (static headers) API keys (query parameter) None Where credentials live Stored within a Zap step or tool setup. Stored within an app connection . Best for Receiving or sending payloads with simple or no authentication. APIs that require OAuth2 or an API key. When you want credentials out of the Zap or tool setup. Triggers Catch Hook (Instant) Catch Raw Hook (Instant) Retrieve Poll ( Polling ) New Item from API ( Polling ). Actions Custom Request GET PUT POST API Request Request/response behavior Payload type choice (form, JSON, XML, raw); auto-flattening with double-underscore conventions; XPath for extraction. What you send is what gets sent; no format guessing; JQ for extraction (not XPath); clear error messages. Apps with an existing Zapier integration only API Request actions and Custom Actions let you make raw HTTP requests to apps that already have a Zapier integration. They use the app's existing connection for authentication, so you do not need to manage credentials separately. API Request actions Custom Actions Available in Zap workflows Agents Zapier MCP Zap workflows Zapier MCP Works with Supported public apps with a Zapier integration. Supported public apps with a Zapier integration. Where credentials live Stored within an app connection . Stored within an app connection . Best for A one-off API call in a single Zap. A reusable action you want to share across Zap workflows and teammates. Reusable No, it's only available in the Zap where you created it. Yes, you can share and reuse it across Zap workflows and teammates. Setup Manual configuration in the Zap editor. In Agents and MCP, you can configure the fields yourself or let AI fill them in for you. AI-assisted setup with Copilot; optional code editor for Typescript. When to use which API by Zapier : The app has no Zapier integration and requires OAuth2 or an API key. Credentials stay in your connection, not the Zap. Webhooks by Zapier : The app has no Zapier integration and needs only Basic Authentication or none, or you want to receive webhook-style payloads. Credentials are stored in plaintext step fields that anyone with access to the Zap can read, so API by Zapier is more secure for authenticated requests. API Request actions : The app already has a Zapier integration but lacks the action you need, and you only need it in one Zap. Custom Actions : The app already has a Zapier integration but lacks the action you need, and you want to reuse or share it across Zap workflows and teammates. Get started How to get started with Webhooks by Zapier How to get started with API by Zapier API Request actions in Zapier Custom Actions in Zapier ", "error": null, "slug": "webhook", "help_title": "Ways to make API requests in Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496293328141-Trigger-Zap-workflows-from-new-emails", "final_url": "https://help.zapier.com/hc/en-us/articles/8496293328141-Trigger-Zap-workflows-from-new-emails", "title": "Trigger Zap workflows from new emails", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Trigger Zap workflows from new emails Updated May 29, 2026 18:18 With Email by Zapier and IMAP by Zapier, you can trigger Zap workflows when you receive new emails. You can also use Email by Zapier or SMTP by Zapier to send emails in Zap workflows . Tip You can also connect email apps like Gmail and Outlook to receive emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email by Zapier vs IMAP by Zapier With Email by Zapier, Zapier receives your emails at a customized @zapiermail.com email address. With IMAP by Zapier, Zapier communicates with your mail server directly to receive your emails. Email by Zapier Email by Zapier uses a third-party service for inbound emails, so there is no guarantee over when the Zap will trigger and delays may occur. If you're working with time-sensitive emails, you can use IMAP by Zapier, or connect an email app and use an email account you own. In order to trigger Zap workflows from a new email received, there must be a sender address. Auto-notification emails from Google Groups or other distribution lists will not trigger emails in Email by Zapier. Emails sent to a @zapiermail.com email address must be less than 10 MB in size, including attachments. IMAP by Zapier IMAP stands for Internet Message Access Protocol, which is a widely used protocol for email retrieval available in Microsoft, Google, and Yahoo! products, and millions of mail servers worldwide. You can use it to trigger Zap workflows from new HTML or plain text emails. Trigger from new emails with Email by Zapier Click the Trigger step. Search for and select Email by Zapier . Click the Event dropdown menu and select New Inbound Email . Click Continue . In the Email address field, customize your inbound @zapiermail email address . This is the mailbox that will trigger the Zap when new emails are received. Click Copy to copy the full email address to the computer's clipboard. Click Continue . Go to your email client (e.g., Gmail) and send a test email to your custom @zapiermail.com email address. Go back to Zapier and click Test trigger to test the connection. Set up auto-forwarding on your email app If you don't want to manually forward new emails, you can set up automatic forwarding in your mail client so new emails will be automatically forwarded to your @zapi", "text": "Trigger Zap workflows from new emails – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Trigger Zap workflows from new emails Updated May 29, 2026 18:18 With Email by Zapier and IMAP by Zapier, you can trigger Zap workflows when you receive new emails. You can also use Email by Zapier or SMTP by Zapier to send emails in Zap workflows . Tip You can also connect email apps like Gmail and Outlook to receive emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email by Zapier vs IMAP by Zapier With Email by Zapier, Zapier receives your emails at a customized @zapiermail.com email address. With IMAP by Zapier, Zapier communicates with your mail server directly to receive your emails. Email by Zapier Email by Zapier uses a third-party service for inbound emails, so there is no guarantee over when the Zap will trigger and delays may occur. If you're working with time-sensitive emails, you can use IMAP by Zapier, or connect an email app and use an email account you own. In order to trigger Zap workflows from a new email received, there must be a sender address. Auto-notification emails from Google Groups or other distribution lists will not trigger emails in Email by Zapier. Emails sent to a @zapiermail.com email address must be less than 10 MB in size, including attachments. IMAP by Zapier IMAP stands for Internet Message Access Protocol, which is a widely used protocol for email retrieval available in Microsoft, Google, and Yahoo! products, and millions of mail servers worldwide. You can use it to trigger Zap workflows from new HTML or plain text emails. Trigger from new emails with Email by Zapier Click the Trigger step. Search for and select Email by Zapier . Click the Event dropdown menu and select New Inbound Email . Click Continue . In the Email address field, customize your inbound @zapiermail email address . This is the mailbox that will trigger the Zap when new emails are received. Click Copy to copy the full email address to the computer's clipboard. Click Continue . Go to your email client (e.g., Gmail) and send a test email to your custom @zapiermail.com email address. Go back to Zapier and click Test trigger to test the connection. Set up auto-forwarding on your email app If you don't want to manually forward new emails, you can set up automatic forwarding in your mail client so new emails will be automatically forwarded to your @zapiermail.com email address. Check the documentation for your specific email app for instructions on how to complete this step. When you set up auto-forwarding, you may need to verify your @zapiermail.com email address. In the Test trigger tab of your trigger, click the dropdown menu . Click Load more to get the most recent emails received by the Zap's email address. Select the email that contains the verification email to get the URL you need to verify the email address. Trigger from new emails with IMAP by Zapier In the Zap editor, click the Trigger step. A dialog box will open. Search for and select IMAP by Zapier . The right sidebar will open. Click the Event dropdown menu and select New Email . Click Continue . Click Sign in to IMAP by Zapier . A new browser tab or window will open. Here, you'll set up your IMAP connection. Host: this will be the URL for your IMAP server. Username: this is typically the username and/or email address you use to log in to your email account. Password: this is the password you use to log in to your email account. Port: choose either Port 143 (default) or Port 993. Consult your email provider's IMAP instructions if you aren't sure which one you need. When you're done, click Yes, Continue . Click Test trigger . If Zapier finds an email, your test is successful and you can continue. If there are no emails in the mailbox yet, send an email to it and retest this step. Note To connect a Gmail account to a third-party IMAP tool (like Zapier), Google requires you to create an App Password . This is a password unique to your account that gives an app or device permission to use your Google account. This should also resolve any \"Invalid Credentials\" errors that occur when you try to set up IMAP for a Gmail account. Troubleshoot common problems Some emails are not triggering my Zap Zapier uses Mailgun, a third-party service, to receive inbound emails. Mailgun has some limitations with the types of email it can work with. For example, Mailgun will not accept and post messages without an email address in the sender field. Some auto-notification emails (e.g., from Google Groups) won't work with Mailgun because the sender's address is empty in the email. My Zap is not triggering on time As Email by Zapier uses a third-party service for inbound emails, there is no guarantee over when the Zap will trigger and delays may occur. If you're working with time-sensitive emails, use IMAP by Zapier , or use an email app so that you can connect directly to your email account. Once you’ve set up your Zap to trigger from new emails, you’re ready to continue setting up the rest of your Zap, whether that’s setting up your action , or adding a search step. ", "error": null, "slug": "email", "help_title": "Trigger Zap workflows from new emails"}
{"url": "https://help.zapier.com/hc/en-us/articles/31162113958925-Add-or-subtract-dates-and-times-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/31162113958925-Add-or-subtract-dates-and-times-in-Zap-workflows", "title": "Add or subtract dates and times in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Add or subtract dates and times in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Date/Time Add or subtract dates and times in Zap workflows Updated May 29, 2026 18:18 Available on plans: Free Professional Team Enterprise Formatter's Date/Time action allows you to adjust a date and time by adding or subtracting days, months, years, hours, minutes, or seconds. You can use this to accomplish tasks such as: Scheduling and setting deadlines. Time tracking and reporting. Setting up time-based conditional or branching logic actions. Note 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Date / Time. Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field dropdown menu and select Add/Subtract Time . In the Input field, manually enter the date/time or map the field from the previous step. In the Expression field add the amount of time you want to add or subtract to the date. This field accepts formats such as +8 hours 1 minute , +1 month -2 days , -1 day +8 hours . Click the To Format dropdown menu and select from the pre-defined format options. (Optional) To ensure Zapier interprets the date and time format in your Input field, you can explicitly set it. Click the From Format dropdown menu and select from the pre-defined format options. Click Continue to continue to the Test tab. Tip To enter today's date, enter {{zap_meta_human_now}} into the field. Learn more about using custom timestamps in Zap workflows. If a date and time format is missing from the dropdown menu, you can customize the format using a custom value. 3. Test your action Test your action to verify it is calculating the date and time correctly. Click Test step . The Data out tab will display the Output with the new date and time . If the new date time is not what you expect, you can adjust the transform settings and retest the step again. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. Tip You can add a filter or paths to your Zap based on the calculated date and time to set time-based conditions or branching logic . ", "error": null, "slug": "formatter", "help_title": "Add or subtract dates and times in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/34054671320205-Important-notice-SMTP-by-Zapier-tool-to-discontinue-port-25", "final_url": "https://help.zapier.com/hc/en-us/articles/34054671320205-Important-notice-SMTP-by-Zapier-tool-to-discontinue-port-25", "title": "Important notice: SMTP by Zapier tool to discontinue port 25", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Important notice: SMTP by Zapier tool to discontinue port 25 Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. To enhance security, reliability, and performance, we’re deprecating SMTP by Zapier app connections using port 25 starting February 17, 2025. Action required: To avoid disruptions to your workflows: Update any Zap workflows that use SMTP: Reconnect your app connections that currently use port 25. Zapier recommends port 587, the industry standard for secure email delivery. Test your updated workflows: Ensure all emails are being sent as expected after the port change. Why are we making this change? Enhancing the SMTP tool: These improvements align the SMTP tool with the Zapier Platform V3 standards , which do not support port 25 within AWS Lambdas. Discontinuing port 25: Port 25 is frequently blocked by internet service providers (ISPs). It lacks support for modern security protocols like encryption. It is primarily designed for server-to-server communication, making it unsuitable for client email submissions. Need help? You can reach out to Zapier Support if you have questions or need help.", "text": "Important notice: SMTP by Zapier tool to discontinue port 25 – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Important notice: SMTP by Zapier tool to discontinue port 25 Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. To enhance security, reliability, and performance, we’re deprecating SMTP by Zapier app connections using port 25 starting February 17, 2025. Action required: To avoid disruptions to your workflows: Update any Zap workflows that use SMTP: Reconnect your app connections that currently use port 25. Zapier recommends port 587, the industry standard for secure email delivery. Test your updated workflows: Ensure all emails are being sent as expected after the port change. Why are we making this change? Enhancing the SMTP tool: These improvements align the SMTP tool with the Zapier Platform V3 standards , which do not support port 25 within AWS Lambdas. Discontinuing port 25: Port 25 is frequently blocked by internet service providers (ISPs). It lacks support for modern security protocols like encryption. It is primarily designed for server-to-server communication, making it unsuitable for client email submissions. Need help? You can reach out to Zapier Support if you have questions or need help. ", "error": null, "slug": "email", "help_title": "Important notice: SMTP by Zapier tool to discontinue port 25"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496305915917-Send-emails-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496305915917-Send-emails-in-Zap-workflows", "title": "Send emails in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Send emails in Zap workflows Updated August 10, 2026 10:41 With Email by Zapier and SMTP by Zapier, you can send emails in Zap workflows when something happens in another app. If you want an action to take place in another app when you receive new emails, you can trigger your Zap from new emails . Tip You can also connect email apps like Gmail and Outlook to send emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email vs SMTP With Email, Zapier sends the emails on your behalf. With SMTP, Zapier communicates with your mail server, and your mail server sends the emails. Email To prevent spam, there are limits on the number of emails you can send: Trial or Free Zapier plan : You can send up to 5 emails per account per day (24 hours). Paid Zapier plans : You can send up to 10 emails per account per hour. Multi-user Zapier plans (Team, Enterprise) : The hourly limit applies across the entire account. For example, if one team member sends 10 emails within an hour, the entire account will reach the limit, and no one else can send emails via this app until the next hour. If you’re on a trial, free, or Pro Zapier plan, emails you send during testing will only go to your Zapier account email address . Once the Zap is published, emails will go to the intended recipients (To, CC, BCC). You cannot customize the From email address. To comply with CAN-SPAM laws, the \"Stop these emails\" link cannot be removed. Emails sent from a @zapiermail.com email address must be less than 10 MB in size, including attachments. SMTP SMTP stands for Simple Mail Transfer Protocol, which is an Internet standard for email transmission available in Microsoft, Google. and Yahoo! products among millions of mail servers worldwide. With SMTP, the emails are sent using your own mail server. Zapier communicates with the mail server via SMTP to deliver the data, but your mail server is ultimately sending these emails. If you need more information about email delivery statuses, you have to review your mail server's SMTP logs. Zapier only supports either unencrypted (non-TLS on port 2525 etc), and encrypted TLS (STARTTLS over either port 465/587/etc) connections for SMTP. SMTPS over port 465 is not supported. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to ", "text": "Send emails in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Send emails in Zap workflows Updated August 10, 2026 10:41 With Email by Zapier and SMTP by Zapier, you can send emails in Zap workflows when something happens in another app. If you want an action to take place in another app when you receive new emails, you can trigger your Zap from new emails . Tip You can also connect email apps like Gmail and Outlook to send emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email vs SMTP With Email, Zapier sends the emails on your behalf. With SMTP, Zapier communicates with your mail server, and your mail server sends the emails. Email To prevent spam, there are limits on the number of emails you can send: Trial or Free Zapier plan : You can send up to 5 emails per account per day (24 hours). Paid Zapier plans : You can send up to 10 emails per account per hour. Multi-user Zapier plans (Team, Enterprise) : The hourly limit applies across the entire account. For example, if one team member sends 10 emails within an hour, the entire account will reach the limit, and no one else can send emails via this app until the next hour. If you’re on a trial, free, or Pro Zapier plan, emails you send during testing will only go to your Zapier account email address . Once the Zap is published, emails will go to the intended recipients (To, CC, BCC). You cannot customize the From email address. To comply with CAN-SPAM laws, the \"Stop these emails\" link cannot be removed. Emails sent from a @zapiermail.com email address must be less than 10 MB in size, including attachments. SMTP SMTP stands for Simple Mail Transfer Protocol, which is an Internet standard for email transmission available in Microsoft, Google. and Yahoo! products among millions of mail servers worldwide. With SMTP, the emails are sent using your own mail server. Zapier communicates with the mail server via SMTP to deliver the data, but your mail server is ultimately sending these emails. If you need more information about email delivery statuses, you have to review your mail server's SMTP logs. Zapier only supports either unencrypted (non-TLS on port 2525 etc), and encrypted TLS (STARTTLS over either port 465/587/etc) connections for SMTP. SMTPS over port 465 is not supported. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your SMTP mail server requires IP allowlisting. Send emails with Email Send emails with SMTP Send emails with Email In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Email . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. - Select Send Outbound Email . In the To field, enter the email address you want to send this email to. You can add up to five email addresses. In the Subject field, enter a subject line for the email. In the Body (HTML or Plain) field, enter the body of the email. You can use HTML formatting or plain text. Set up any optional fields that you need for your workflow. Click Continue . If you want to perform the action live to test the step, click Test step . - The Data in tab will display the fields and values that you set up in the action step. - The Data out tab will display the fields and values that your app returns as confirmation. If you do not want to test the step live, click Skip test . Next, you can continue setting up your Zap or turn it on. Note For free or trial Zap plans, emails you send during testing will only go to your Zapier account email address . Once the Zap is published, emails will go to the intended recipients (To, CC, BCC). To comply with CAN-SPAM laws, every email sent with Email by Zapier will include a Stop these emails link which allows email recipients to unsubscribe. When a recipient clicks this link, your Zap will be turned off. To send emails again, you must turn the Zap back on. Send emails with SMTP In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select SMTP . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. - Select Send Email . Click Sign In . A new browser tab or window will open. Here, you'll set up your SMTP connection. - Host : This will be the URL for your SMTP server. For example, Gmail's is smtp.gmail.com. - Username : This is typically the username and/or email address you use to log in to your email account - Password : This is the password you use to log in to your email account - Use TLS : This is a Yes/No dropdown that determines whether we connect to your account using TLS/SSL. Consult your email provider's SMTP instructions if you aren't sure which you need. - Port : Zapier lets you choose between Port 587 (default), 80, 110, 465, or 2525. Consult your email provider's SMTP instructions if you aren't sure which you need. - From Email : If you try connecting and run into problems, try filling in this field with the email address for your SMTP account. When you're done, click Yes, Continue to SMTP by Zapier . In the To field, enter the email address you want to send this email to. You can add up to five email addresses. In the Subject field, enter a subject line for the email. In the HTML Body field, enter your email content in HTML formatting . You'll also need to provide a plain text version of the email as a fallback in case the recipient cannot accept HTML. Set up any optional fields that you need for your workflow. Click Continue . If you want to perform the action live to test the step, click Test step . - The Data in tab will display the fields and values that you set up in the action step. - The Data out tab will display the fields and values that your app returns as confirmation. If you do not want to test the step live, click Skip test . Next, you can continue setting up your Zap or turn it on. Note If you get an error with \"503 5.5.1 RCPT\" in the message, this likely means that the email address the Zap was trying to send to was empty or invalid. Double check that you have a valid email address in your trigger test data and Zap history for that Zap, and make changes to the configuration of your Zap if you don't. Format HTML emails To style your email you will need to use HTML. Here's some basic quick start formatting HTML markup: Paragraph: This is a paragraph Links: This is a link Images: Bold: This text is bold Italic: This text is italic Learn more about writing HTML on W3schools . ", "error": null, "slug": "email", "help_title": "Send emails in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496274719757-Trigger-Zap-workflows-from-polling-webhooks", "final_url": "https://help.zapier.com/hc/en-us/articles/8496274719757-Trigger-Zap-workflows-from-polling-webhooks", "title": "Trigger Zap workflows from polling webhooks", "auth_signals": ["basic_auth", "webhook"], "prerequisites": "", "connect_steps": "", "text": "Trigger Zap workflows from polling webhooks – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Trigger Zap workflows from polling webhooks Updated May 29, 2026 18:14 The Webhooks by Zapier Retrieve Poll trigger periodically requests data from a REST API endpoint using a GET request. In this tutorial, you'll set up a Retrieve Poll trigger to fetch data from an API and use it in your Zap workflows. Unlike the Catch Hook trigger , which waits for another app's POST request, Retrieve Poll requests the data itself using a GET request. Available on plans: Free Professional Team Enterprise Before you begin Familiarity with HTTP requests, APIs, and reading API documentation is recommended. Zapier Support can provide basic troubleshooting for this feature but cannot troubleshoot the API you use. 1. Add a webhook trigger In the Zap editor, click the Trigger step. A dialog box will appear. Search for and select Webhooks by Zapier . Click the Event dropdown menu and select Retrieve Poll . Click Continue . 2. Configure the API request details For your Zap to trigger correctly, the API endpoint must return a JSON response or XML/HTML (which must be parsed using XPath). The response must be an array of objects (dictionaries) in reverse chronological order (newest first). In the Configure tab: Enter the API endpoint into the URL field. This directs Zapier to the data retrieval location. The endpoint should return data in one of these formats: A JSON array of objects in reverse chronological order: [{\"id\":1234},{\"id\":1235}] . An XML/HTML document ( if using XPath field) . A JSON object containing an array ( if using the Key field ). The URL will be automatically trimmed of any leading or trailing whitespace. (Optional) Add query parameters You can add query parameters to the URL to refine the data retrieval, such as by limiting pagination. Example To retrieve the 100 most recent status updates for a specific object in Asana, add the &limit=100 query parameter to the end of the API endpoint URL. Replace ID with the object’s unique identifier. https://app.asana.com/api/1.0/status_updates?parent=ID&limit=100 Check your app's API documentation to find out what query parameters are available. (Optional) Enter a child key If the array of objects that triggers your Zap is nested within another object, enter the nested array’s key in the Key field. This field supports dot notation for arrays nested within multiple levels. (Optional) Enter a deduplication key Zapier needs to know which items are new. If present, Zapier uses the “id” key to deduplicate records. If there is no “id” key, you have two options: Specify an alternative unique key in the Deduplication Key field. It accepts integer or string values. If no alternative key is specified, the Zap uses to the shortest key containing “id”. Learn more about data deduplication in Zap workflows . (Optional) Using HTTP headers If your API requires specific HTTP headers , you can add them into the Headers fields. Headers are key-value pairs that help with API authentication, data formatting, or other request specifications. Each header consists of: Header name (key): The name of the header (e.g., “Content-Type”, “Authorization”). Header value: The corresponding value for that header. To add headers: Enter the header name in the left field. Enter the header value in the right field. To add multiple headers, click + Add value set and repeat the steps above. Example Common examples for HTTP headers: Content-Type: application/json Authorization: Bearer your-token Accept: application/json (Optional) Additional API parameters If the API returns content in XML or HTML format, you can use the Xpath field to specify the path to the data you want to extract. The trigger will then monitor this specified XPath and trigger whenever it changes. If the API requires Basic authentication, enter your credentials in the format username|password into the Basic Auth field. 3. Test the API request Click Continue . Click Test trigger to load a test record from the API. One or more test records will appear. If Zapier has trouble finding test data, try adding new data in your app, then re-test your trigger. Review and select a record . Click Continue with selected record to complete the step. Limitations The API endpoint must return a JSON array of objects in reverse chronological order (newest first), or XML/HTML (if using XPath). Rate limits apply to Webhooks by Zapier. Webhooks may delay passing data to other steps during high request volume. Next steps You can now trigger Zap workflows by polling data from a REST API endpoint. Trigger Zap workflows from webhooks to receive data pushed from external apps instead Troubleshoot webhooks in Zapier if you encounter issues Send API requests in Zap workflows for more advanced API capabilities ", "error": null, "slug": "webhook", "help_title": "Trigger Zap workflows from polling webhooks"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496288690317-Trigger-Zap-workflows-from-webhooks", "final_url": "https://help.zapier.com/hc/en-us/articles/8496288690317-Trigger-Zap-workflows-from-webhooks", "title": "Trigger Zap workflows from webhooks", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Trigger Zap workflows from webhooks Updated May 29, 2026 18:14 Webhooks are automated messages sent between apps—a type of notification that includes detailed information about new items in apps. In this tutorial, you'll set up a Catch Hook or Catch Raw Hook trigger to receive webhook data from external apps and use it in your Zap workflows. If you'd like to set up a Retrieve Poll trigger instead, read Trigger Zap workflows from polling webhooks . Available on plans: Free Professional Team Enterprise Before you begin Familiarity with HTTP requests, APIs, and reading API documentation is recommended. Zapier Support can provide basic troubleshooting for this feature but cannot troubleshoot the API you use. 1. Add a webhook trigger In the Zap editor, click the Trigger step. A dialog box will open. Search for and select Webhooks by Zapier . Click the Event dropdown menu and select either: Catch Hook : Select for GET, PUT or POST API endpoints . The request body will be parsed. Catch Raw Hook : Select for GET, PUT or POST API endpoints. The request body will be unparsed (max 2MB) and also include headers. Click Continue . For most webhooks, the Catch Hook trigger will be the best option. It works by giving you a unique URL that your trigger app can make POST requests to. If you want Zapier to make a GET request of an external URL to check for new entries, use a Retrieve Poll trigger. For information on how to set up a Retrieve Poll trigger, read Trigger Zap workflows from polling webhooks . Tip If you want access to the raw request data, use the Catch Raw Hook trigger. 2. Set up the webhook trigger Catch Hook trigger Catch Hook Raw trigger The Catch Hook trigger will return parsed data from the trigger app. Pick Off A Child Key: this is the specific key you want Zapier to use from the request you make to the webhook URL. This is useful if you only need a subset of the data that is sent to the webhook. Click Continue . In the Test tab, you’ll see your webhook URL appears. Click Copy to copy the URL to your clipboard. The Catch Raw Hook trigger will return unparsed data from the trigger app. The maximum size is 2MB, and it includes headers. In the Test tab, you’ll see your webhook URL appears. Click Copy to copy the URL to your clipboard. (optional) Add silent/ to your URL if your application needs an empty response. Otherwi", "text": "Trigger Zap workflows from webhooks – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Trigger Zap workflows from webhooks Updated May 29, 2026 18:14 Webhooks are automated messages sent between apps—a type of notification that includes detailed information about new items in apps. In this tutorial, you'll set up a Catch Hook or Catch Raw Hook trigger to receive webhook data from external apps and use it in your Zap workflows. If you'd like to set up a Retrieve Poll trigger instead, read Trigger Zap workflows from polling webhooks . Available on plans: Free Professional Team Enterprise Before you begin Familiarity with HTTP requests, APIs, and reading API documentation is recommended. Zapier Support can provide basic troubleshooting for this feature but cannot troubleshoot the API you use. 1. Add a webhook trigger In the Zap editor, click the Trigger step. A dialog box will open. Search for and select Webhooks by Zapier . Click the Event dropdown menu and select either: Catch Hook : Select for GET, PUT or POST API endpoints . The request body will be parsed. Catch Raw Hook : Select for GET, PUT or POST API endpoints. The request body will be unparsed (max 2MB) and also include headers. Click Continue . For most webhooks, the Catch Hook trigger will be the best option. It works by giving you a unique URL that your trigger app can make POST requests to. If you want Zapier to make a GET request of an external URL to check for new entries, use a Retrieve Poll trigger. For information on how to set up a Retrieve Poll trigger, read Trigger Zap workflows from polling webhooks . Tip If you want access to the raw request data, use the Catch Raw Hook trigger. 2. Set up the webhook trigger Catch Hook trigger Catch Hook Raw trigger The Catch Hook trigger will return parsed data from the trigger app. Pick Off A Child Key: this is the specific key you want Zapier to use from the request you make to the webhook URL. This is useful if you only need a subset of the data that is sent to the webhook. Click Continue . In the Test tab, you’ll see your webhook URL appears. Click Copy to copy the URL to your clipboard. The Catch Raw Hook trigger will return unparsed data from the trigger app. The maximum size is 2MB, and it includes headers. In the Test tab, you’ll see your webhook URL appears. Click Copy to copy the URL to your clipboard. (optional) Add silent/ to your URL if your application needs an empty response. Otherwise, Zapier will send a 200 response. 3. Add the webhook URL to your app Open the app you want to connect to Zapier, and find its webhooks settings page. You'll often find it in your app's settings or options page. If you’re unable to find it, check your app's help and support documentation. In your app's webhook settings, add a new webhook connection . Paste the webhook URL you copied from Zapier, and select any options that the app offers—including which data you want to receive via the webhook. Save your changes. 4. Send data to your webhook The app that's connected to your Zapier webhook URL will send data to it whenever something new is added. To test a webhook trigger, you must first add something new to your app. For example, if you're connecting to an email marketing app such as MailChimp, you could add a new subscriber to Mailchimp. After you send data from your connected app to the Webhook URL, return to your Zap's Test tab. Click Test trigger . Zapier will separate each field in your webhook data, which lets you use them (e.g. email addresses, names, project info) in later steps in your Zap. If you do not receive any data when you test the trigger, try to add a new item to your trigger app again and see if the Zap receives it. If the data still does not come in, check the webhook settings in your trigger app to ensure that Zapier's webhook URL was added correctly. More information in Zap isn’t receiving webhooks . Once you’ve set up your webhook trigger, you’re ready to continue setting up the rest of your Zap. Webhook response behavior For Catch Hook and Catch Raw Hook triggers, if your Zap is turned off or deleted, Zapier will return a 404 response for any incoming webhook requests directed at a Zap. However, there is a system update delay of up to several hours before the 404 response takes effect, during which the URL will continue to return a 200 response. Once the Zap is turned back on, it will resume returning a 200 response. To find out if a URL is live, visit the Zap editor and look at the webhook URL. If the URL is live, you'll see a 200 response. Although it's not possible to customize this response, you can remove it completely by using silent mode using the Catch Raw Hook trigger. Webhooks may delay passing on data to other steps if there are a lot of requests coming at the same time. For details on webhook throttling, read Webhooks by Zapier rate limits . Webhook Zap ownership Zap workflows that use Catch Hook and Catch Raw Hook triggers use a unique URL to receive webhooks. The URL only changes if the Zap is transferred to another user . This is because the URL contains the owner's Zapier ID. To ensure that the Zap continues receiving webhook requests if a Zap is transferred to a new owner, you must update the URL in the app where it's used. Otherwise, the Zap won’t trigger . Optional: Sending more than one event per webhook request Webhook triggers can receive more than one event in a single webhook request. You can send an array of properly formed JSON objects, and Zapier will trigger the Zap once for each object in the array. For example, if you POST this payload to a Webhook endpoint: [ { \"first_name\": \"River\", \"last_name\": \"Green\", \"age\": 27 }, { \"first_name\": \"Alex\", \"last_name\": \"Smith\", \"age\": 67 }, { \"first_name\": \"Carter\", \"last_name\": \"Taylor\", \"age\": 43 } ] Zapier will trigger the actions three times, once for every object in the array. Optional: Trigger multiple Zap workflows with webhooks If you have multiple webhooks you want to trigger from the same event in your app, you can combine their URLs into a single URL. For example, if you have three Zap workflows, the URLs would look like this: https://hooks.zapier.com/hooks/catch/123456/zbB61 https://hooks.zapier.com/hooks/catch/123456/kzXC4 https://hooks.zapier.com/hooks/catch/123456/2Ajjn You can take the last part of each URLs and combine them into a single URL like this: https://zapier.com/hooks/catch/123456/zbB61,kzXC4,2Ajjn Requests sent to this URL will trigger all three webhook URLs at once. Note Combining webhooks only works for webhooks that are owned by the same user. If you're using multi-user accounts (Zapier for Teams and Zapier for Companies), ensure that all webhooks belong to the same user. You can see the user ID in the URL of the webhook, after /catch/ . Limitations The maximum webhook payload size is 10MB for triggers and 2MB for Catch Raw Hook. Rate limits apply to Webhooks by Zapier. Next steps You can now trigger Zap workflows from webhook data sent by external apps. Send webhooks in Zap workflows to push data to external servers Troubleshoot webhooks in Zapier if you encounter issues Send API requests in Zap workflows for more advanced API capabilities ", "error": null, "slug": "webhook", "help_title": "Trigger Zap workflows from webhooks"}
{"url": "https://help.zapier.com/hc/en-us/articles/23900889722765-Email-by-Zapier-error-Sorry-That-is-too-many-emails-sent-Please-try-Mandrill-Mailgun-Gmail-or-others-for-bulk-email", "final_url": "https://help.zapier.com/hc/en-us/articles/23900889722765-Email-by-Zapier-error-Sorry-That-is-too-many-emails-sent-Please-try-Mandrill-Mailgun-Gmail-or-others-for-bulk-email", "title": "Email by Zapier error: Sorry! That is too many emails sent. Please try Mandrill, Mailgun, Gmail, or others for bulk email", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Email by Zapier error: Sorry! That is too many emails sent. Please try Mandrill, Mailgun, Gmail, or others for bulk email – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Email by Zapier error: Sorry! That is too many emails sent. Please try Mandrill, Mailgun, Gmail, or others for bulk email Updated May 29, 2026 18:18 When using the Send Email action, Zapier might display an error message: “Email by Zapier: Sorry! That is too many emails sent. Please try Mandrill, Mailgun, Gmail, or others for bulk email”. This usually occurs when the Zap is turned on. Causes This happens when the Email by Zapier app reaches the limits the number of emails an account can send within a specific timeframe to prevent spam. This limit applies to your entire Zapier account, regardless of how many users are on it. The limit is: Trial or Free plan: 5 emails per account per day (24 hours). Any paid plan : 10 emails per account per hour. For multi-user plans, such as Team or Enterprise, this means if one user sends 10 emails in an hour, the entire account reaches the limit, and no one else can send emails by Email by Zapier until the hour passes. How to fix it To fix the issue, follow these steps: Review your trigger settings: Check if you can adjust the frequency of your trigger. Some triggers may allow you to refine when your trigger should run. Use an alternative trigger in your Zap. Upgrade to a paid Zapier plan : This will increase your limit to 10 emails per hour. This is a good option if you regularly need to send more than 5 emails per day (24 hours). Learn more about changing your Zapier plan . Use an alternative email app: If you need to send more than 10 emails per hour, consider using a different email app , such as Mailchimp Transactional, Mailgun, or Gmail. These apps typically offer higher sending limits and may be better suited for bulk-sending emails. Note Replaying your Zap runs will not work if they were held due to hitting the limit. ", "error": null, "slug": "email", "help_title": "Email by Zapier error: Sorry! That is too many emails sent. Please try Mandrill, Mailgun, Gmail, or others for bulk email"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zap-workflows", "title": "Send webhooks in Zap workflows", "auth_signals": ["api_key", "username_password", "basic_auth"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Send webhooks in Zap workflows Updated August 10, 2026 10:41 Webhooks are automated messages sent between apps, a type of notification that includes detailed information about new items in apps. In this tutorial, you'll add a webhook action to your Zap, configure the request payload, and send data to an external URL. You can also trigger Zap workflows from webhooks . Available on plans: Free Professional Team Enterprise Before you begin Familiarity with HTTP requests, APIs, and reading API documentation is recommended. You need the URL where your destination server or API can receive requests. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if the server you are sending webhooks to requires IP allowlisting. 1. Add a webhook action In the Zap editor, click the plus + icon to add an action step. Search for and select Webhooks by Zapier . Click the Event dropdown menu and select a webhook option. Webhooks by Zapier offers GET , POST , PUT methods, which include automatic data parsing, and you can also select Custom Request for other use cases. Use GET if you want the step to retrieve information from a server. Use the POST or PUT methods if you’re sending files (file objects cannot be sent via Custom Request ), or if you're not comfortable writing JSON or XML and would prefer the Zap to parse the information for you. The app also offers a Custom Request option. This option offers more flexibility and allows you to type out JSON or XML, but is also much less forgiving. Unlike the POST, PUT, and GET methods, it does not automatically parse information for you. Use Custom Request if your use case involves the following: The PATCH or DELETE HTTP methods. Sending a nested JSON array. Sending empty values. Extremely customized headers. After you've selected the webhook option, click Continue . 2. Select the payload type To make sure the request is sent in the way your app expects, select the correct format from the Payload Type dropdown menu. There are three common serialization formats that you will see listed here: Form (also called URL-encoded), JSON , and XML . The following are examples of each format: Form first_name=Bryan&last_name=Helmig&age=27 JSON { \"first_name\": \"Bryan\", \"last_name\": \"Helmig\", \"age\": 27 } XML Bryan Helmig 27 You can also selec", "text": "Send webhooks in Zap workflows – Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Send webhooks in Zap workflows Updated August 10, 2026 10:41 Webhooks are automated messages sent between apps, a type of notification that includes detailed information about new items in apps. In this tutorial, you'll add a webhook action to your Zap, configure the request payload, and send data to an external URL. You can also trigger Zap workflows from webhooks . Available on plans: Free Professional Team Enterprise Before you begin Familiarity with HTTP requests, APIs, and reading API documentation is recommended. You need the URL where your destination server or API can receive requests. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if the server you are sending webhooks to requires IP allowlisting. 1. Add a webhook action In the Zap editor, click the plus + icon to add an action step. Search for and select Webhooks by Zapier . Click the Event dropdown menu and select a webhook option. Webhooks by Zapier offers GET , POST , PUT methods, which include automatic data parsing, and you can also select Custom Request for other use cases. Use GET if you want the step to retrieve information from a server. Use the POST or PUT methods if you’re sending files (file objects cannot be sent via Custom Request ), or if you're not comfortable writing JSON or XML and would prefer the Zap to parse the information for you. The app also offers a Custom Request option. This option offers more flexibility and allows you to type out JSON or XML, but is also much less forgiving. Unlike the POST, PUT, and GET methods, it does not automatically parse information for you. Use Custom Request if your use case involves the following: The PATCH or DELETE HTTP methods. Sending a nested JSON array. Sending empty values. Extremely customized headers. After you've selected the webhook option, click Continue . 2. Select the payload type To make sure the request is sent in the way your app expects, select the correct format from the Payload Type dropdown menu. There are three common serialization formats that you will see listed here: Form (also called URL-encoded), JSON , and XML . The following are examples of each format: Form first_name=Bryan&last_name=Helmig&age=27 JSON { \"first_name\": \"Bryan\", \"last_name\": \"Helmig\", \"age\": 27 } XML Bryan Helmig 27 You can also select Raw to send the request as-is. With this option, no data fields will be parsed. 3. Enter the URL to send the request to In the URL field, enter the URL where your app’s API is able to receive requests. It's recommended not to add URL parameters in this field. Instead, enter URL parameters in the Data fields. 4. Fill out the data fields Fill out the Data section. If you’re using a templated action like PUT , POST, or GET (i.e. not a Custom Request), enter the key for the field on the left side, and the field value on the right. Data from previous steps can be used in the value field, and you can click the plus icon + to add more parameters if needed. If you need to add nested values, you can define child objects by adding the parent object and a double underscore before the object. Below is an example of what this looks like when entered into the Data section. The | (pipe) symbol is used only to separate what goes in the left-side and the right-side fields, and doesn't need to be added to the Zap. order | value item__price | value item__sku | value That will turn into JSON that looks like this: {\"product\": \"value\", \"item\": {\"price\": \"value\", \"sku\": \"value\"}} For more detailed nesting, use the Custom Request action. Using the Custom Request action If you’re using Custom Request , type raw JSON (or other formats) directly into the Data field. Zapier will not parse or format this data for you and it will be sent exactly as entered, so it's recommended to use a JSON (or other) validator to verify that the syntax is correct. Note If you leave the Data section blank, all fields from the previous step will be sent as the Request Payload. If you see unexpected fields coming in from the Zap, check that the Data section for your webhook action has been filled. 5. Add headers and authentication You can send specific headers by filling the fields in the Headers section. You can also set up basic authentication (involving just a username and password, or username and API key) using the Basic Auth field. Note If your app requires more advanced authentication options, you can build a private app integration on Zapier’s Developer platform . Limitations The maximum webhook payload size is 5MB for actions. Rate limits apply to Webhooks by Zapier. Next steps You can now send webhooks from your Zap workflows to external servers and APIs. Troubleshoot Zap workflows not sending webhooks if you encounter issues Trigger Zap workflows from webhooks to receive data from external apps Send API requests in Zap workflows for more advanced API capabilities with API by Zapier ", "error": null, "slug": "webhook", "help_title": "Send webhooks in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496083355661-How-to-get-started-with-Webhooks-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496083355661-How-to-get-started-with-Webhooks-by-Zapier", "title": "How to get started with Webhooks by Zapier", "auth_signals": ["basic_auth", "webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks How to get started with Webhooks by Zapier Updated August 10, 2026 10:41 Introduction to webhooks Zapier fully supports webhooks, and though they can be a little overwhelming at first they can be extremely powerful. The easiest way to think of webhooks is as notifications. At their simplest, they carry a payload of data which is usually a single record that has been created or modified, although some apps will send along multiple records at once in the name of efficiency. Available on plans: Free Professional Team Enterprise For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if the server you send requests to requires IP allowlisting. There are three common serialization formats that you will commonly find: Form-encoded first_name=Alex&last_name=Riley&age=27 JSON { first_name: Alex, last_name: Riley, age: 27 } XML AlexRiley27 Note: we will do our best to recursively parse nested XML and JSON for convenience. You can disable it by setting the header X-Recurse-Parse: false . It is important to be familiar with each, as most apps have different standards though some have options, so you can experiment a bit. Don't worry too much though, Zapier handles all of them just fine! Note: if a completely empty webhook request is sent to your Zap, it will be ignored. When you send the webhook, make sure to add something in the payload (or the url parameters if it's a GET request) so the Zap can trigger. Once you have a payload, you need somewhere to send it. Usually its to a special URL where a server is waiting to interpret the payload and do something with it. Usually that is a server you control, but in the case of Zapier, its a server we control on your behalf. When you create a new Zap with a webhook enabled trigger, we will generate a brand new URL for your use, sort of like this one: https://hooks.zapier.com/hooks/catch/1234567/f8f22dgg/ Once you have the URL, you'll be able to provide it to the triggering app. After you do that, we should start receiving payloads whenever the app sends them. Note The Catch Hook URL is linked to the Zap and will not change. The URL is secured by obscurity. It is almost impossible to guess the combination of the number and code in the URL. But if you make the URL public (e.g. in front-end JavaScript) anyone who finds it w", "text": "How to get started with Webhooks by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks How to get started with Webhooks by Zapier Updated August 10, 2026 10:41 Introduction to webhooks Zapier fully supports webhooks, and though they can be a little overwhelming at first they can be extremely powerful. The easiest way to think of webhooks is as notifications. At their simplest, they carry a payload of data which is usually a single record that has been created or modified, although some apps will send along multiple records at once in the name of efficiency. Available on plans: Free Professional Team Enterprise For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if the server you send requests to requires IP allowlisting. There are three common serialization formats that you will commonly find: Form-encoded first_name=Alex&last_name=Riley&age=27 JSON { first_name: Alex, last_name: Riley, age: 27 } XML AlexRiley27 Note: we will do our best to recursively parse nested XML and JSON for convenience. You can disable it by setting the header X-Recurse-Parse: false . It is important to be familiar with each, as most apps have different standards though some have options, so you can experiment a bit. Don't worry too much though, Zapier handles all of them just fine! Note: if a completely empty webhook request is sent to your Zap, it will be ignored. When you send the webhook, make sure to add something in the payload (or the url parameters if it's a GET request) so the Zap can trigger. Once you have a payload, you need somewhere to send it. Usually its to a special URL where a server is waiting to interpret the payload and do something with it. Usually that is a server you control, but in the case of Zapier, its a server we control on your behalf. When you create a new Zap with a webhook enabled trigger, we will generate a brand new URL for your use, sort of like this one: https://hooks.zapier.com/hooks/catch/1234567/f8f22dgg/ Once you have the URL, you'll be able to provide it to the triggering app. After you do that, we should start receiving payloads whenever the app sends them. Note The Catch Hook URL is linked to the Zap and will not change. The URL is secured by obscurity. It is almost impossible to guess the combination of the number and code in the URL. But if you make the URL public (e.g. in front-end JavaScript) anyone who finds it will be able to spam it and trigger your Zap. Treat it as a password or any other secret! Also, Zapier can do the inverse, you can give us a URL and we can push a payload to it. But more on actions later, first, let's keep talking about triggers. Need an empty response? Enable silent mode The webhook URLs will respond with JSON or XML: Some apps get confused and would like to receive an empty body. To do this, add /silent to the end of the URL. Accessing nested elements Commonly the JSON packet sent to a webhook will contain nested elements like the below example: { result: { contract_winner: { first_name: Homer } } Even if we specify results as the root element we still need to get at the first_name attribute. We can do this by entering {% templatetag openvariable %}contract_winner__first_name{% templatetag closevariable %} as the field. When we parse JSON packets sent to us we flatten nested attributes and place a double underscore between them. Also note that if you create a webhook, save it, send some data to it and then edit it you should be able to use the previous requests as sample data. Debugging triggers We do our best to make webhooks \"just work\" for you, but we can't predict all the wacky ways apps might choose to implement webhooks. Sometimes, you just have to break out a few debugging tools and see what is going on under the hood. The simplest place to start is Zapier itself. After you've started your Zap and have configured the webhook URL, we start listening. Even if you don't unpause your Zap, we still track the payloads we get to make it easier for you to debug. You can see them by clicking \"Load Samples\" on step 4, and we'll also pull keys into step 2 to make it easier to map. Here's how to make sure you see the new payloads: Create your Zap and configure your webhook URL but don't enable your Zap quite yet! Go into the triggering app and do something to trigger a webhook (usually that means create a record of some sort). Return to Zapier and click \"Load Samples\" or \"Reload Samples\" in step 4. Do you see the new values coming in? Congrats! You can finish editing your Zap and enable it. If you didn't see the samples, then we need to do a little more debugging. Let's try the next step. Generating your own requests Sometimes, you'd like to trigger Zapier webhooks on your own without involving a third party app. There are a few tools that help you do that (like curl) but we generally recommend a app like Postman . When using curl or hurl.it, we work best with POST requests with JSON payloads. Here's a quick curl example to get you going: curl -v -H Accept: application/json \\ -H Content-Type: application/json \\ -X POST \\ -d '{first_name:Alex,last_name:Riley,age:27}' \\ https://zapier.com/hooks/catch/n/Lx2RH/ Inspect the requests Next, we need to see if the webhooks are even getting sent, or what sort of weird format they might be in. For that, we like to recommend a app like this one . It doesn't try to interpret the payloads, it just prints them to your screen as it receives them, making it easy to see what is going on. Copy and paste the URL you are given as your Unique URL into the Webhooks URL field, and then run the Test to send that information along, and refer to it on the testing page. Now, log back into your triggering app's settings and replace the old Zapier webhook URL with the new RequestBin URL. Then, take the steps necessary to trigger the webhook once again (usually creating a record of some type). After you do that, simply refresh your RequestBin page and take a look. Now the question is: did you see any new records show up? If yes, that means Zapier is getting the payloads but couldn't interpret them properly. We would recommend you check out our blog post on using the Developer Platform for processing more complicated payloads. If no, that means the app isn't sending the payload! Usually this is just a misunderstanding as they may not have webhooks enabled for the records you want, but sometimes you just need to check another checkbox somewhere, so you might trying contacting that app before contacting us . Debugging actions Like we mentioned earlier, Zapier also can send webhooks, not just receive them. That makes it easy to pipe data around the web, especially if you don't want to muck around with setting up connecters to various APIs: you can just dump the data in a nice format via Zapier. Sending webhooks via Zapier is much more complicated than receiving them via Zapier as you are in charge of interpreting the payloads yourself. If you are a programmer, this usually isn't that hard. If you aren't a programmer, hopefully we can help you as much as we can, so let's get started. Inspecting requests, again Just like debugging triggers, we'll be using RequestBin to inspect the payloads. This will help you understand what Zapier is sending, making it easier to adjust it to your liking. First, choose any app as a trigger, though it makes sense to choose one you are familiar with, it certainly isn't a requirement. Second, choose Webhook as your action, POST is probably the most popular, so start there. In a reversal, instead of Zapier giving you a URL, you'll need to give Zapier a URL. So, give us a RequestBin URL by visiting their homepage and clicking \"Create a Request Bin\" and copying the Endpoint URL on the screen and paste it into Zapier's Webhook URL field when you are editing your new Zap. Again, they look kind of like this: https://enfqolxilygu8.x.pipedream.net Next, you'll need to start configuring your payload. We offer 4 different options at the time of this article: Payload Type, Data, Basic Auth, and Headers. Let's cover a few examples (leaving the rest empty for now): Payload Type : json Data hello|world Will result in this webhook (default headers are up top, payload at the bottom): Content-Type: application/json {hello: world} Now, let's say you switch Payload Type to form . Now, you'll get this webhook: Content-Type: application/x-www-form-urlencoded hello=world That certainly isn't the most useful, as the data is static: it never changes. Let's imagine a better example: perhaps we have a Dropbox trigger that pings our web server telling it that there are new files to be copied. We'd want to know about the new files, so maybe we'd do something like this: Payload Type : json Data : path_to_file|{{path}} Now, the {{path}} is done via dragging fields from the left to the right in our Zap editor interface. All you have to know right now is that we'll replace it with the real path on the fly, like this: Content-Type: application/json {path_to_file: /Important Documents/Business Plan.txt} Of course, you aren't limited to provided only a single item in the data, plus, you can add headers in the same way like so: Payload Type : json Data : path_to_file|{{path}} file_size|{{size}} hello|world Headers : X-From-Service|Zapier Which will result in a webhook like this (again, headers are up top): X-From-Service: Zapier Content-Type: application/json {path_to_file: /Important Documents/Business Plan.txt, hello: world, file_size: 822 bytes} Another option we didn't cover yet is the ability to leave data empty, which tells Zapier to send along all the raw data from the trigger side (which you can always see in step 4). This is a special case that may save you from maintaining a giant list for data mappings. Pro tip! If you want to get even fancier, you can define children objects with our handy double underscore syntax, for example, this: root|value child__extra|value child__other|value Will turn into JSON that looks like this: <{root:>{root:> Catching the webhooks Actually catching and interpreting the webhooks we send is another matter. If you are trying to use webhooks to send payloads to an app we do not support, you may run into insurmountable issues as our data field doesn't support complex structures (for example, lists). In those situations, we would recommend you check out our blog post on using the Developer Platform for processing more complicated payloads. However, if you are the one writing the code to catch the webhooks you should be able to interpret with only the examples above as a guide. With PHP , the easiest is probably form encoded ( Payload Type as form ): ```?php echo $_POST['path_to_file']; echo $_POST['file_size']; echo $_POST['hello']; ? But, if you set **Payload Type** to `json`, you'll need to decode first: ```?php $data = json_decode(file_get_contents('php://input')); echo $data['path_to_file']; echo $data['file_size']; echo $data['hello']; ? We always return a success message for all webhooks - regardless of if there is a Zap behind it that is live or not. This is a technical limitation to enhance availability for a high throughput endpoint - we cannot adjust this! Triggering multiple webhooks at once If you have three Zap workflows with webhook URLs that look like this: You can combine them into a single URL like this: Requests sent to this URL will trigger all three webhook URLs at once. Sending an array of objects You can send multiple items at once to a Webhooks trigger by using an array of objects ( line items ). Zapier processes each object in the array as a separate item, which causes subsequent action steps to run for each one. This functionality is only supported if the connected app’s API allows it. How it works When Zapier receives", "error": null, "slug": "webhook", "help_title": "How to get started with Webhooks by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496291737485-Troubleshoot-webhooks-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496291737485-Troubleshoot-webhooks-in-Zapier", "title": "Troubleshoot webhooks in Zapier", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "", "text": "Troubleshoot webhooks in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Troubleshoot webhooks in Zapier Updated May 29, 2026 18:14 I need to send a nested JSON array in the request data To send a nested JSON array, use the Custom Request action. That will allow more flexibility for the payload. How do I fix Error -2. ? This error means the domain lookup for your URL failed. If the URL seems okay, check for extra spaces before or after the URL in your webhook settings. Remove the space and you should be good to go! Can I set up redirects? Zapier cannot set up 301 or 302 redirects to a different URL and deliver/retrieve payloads from the new address. Doing so will result in a failure. How do I fix the error: \"413 Request Entity Too Large\"? The maximum webhook size we currently support is 10 MB for triggers and 5MB for actions. Any payloads that exceed this limit with receive a 413 status code. Why do I get a \"Connection Failure\"? This is very common if you have a firewall in place to limit access to your local intranet or company network. Open up your instance to the wider internet to give Zapier and similar services access to your server. Be sure to use good passwords if you can! How do I fix a SSL Certificate Failure? Chances are there are a few reasons why you might be running into an SSL certificate failure: Using a self-signed certificate. We currently only support SSL certificates issued by public certificate authorities. A free SSL certificate can be obtained from letsencrypt.org . Let’s Encrypt is a free, automated, and open certificate authority provided by the non-profit Internet Security Research Group (ISRG). Incorrect usage of a www.example.com and example.com certificate on a domain like testing.example.com . The reverse can be the case as well, for example: a *.example.com wildcard certificate for example.com . Other improper installation of the certificate (missing chain certificates, improper modes, etc). Use a tool like https://www.ssllabs.com/ssltest/ to test. Webhook not returning results for next steps Unfortunately, not all apps can send back data in a way that Zapier can interpret in subsequent steps. If you're familiar with Python or Javascript, a potential workaround is to do this with a Code step . Keep in mind that the Code app is an advanced feature, and the Zapier support team can't help to troubleshoot the code if there are errors. Posting JSON from Web Browser + Access-Control-Allow-Headers in Preflight Response Error Specifically, the error: Request header field Content-Type is not allowed by Access-Control-Allow-Headers in preflight response. This happens when trying to send data to the Zapier webhooks from inside a web browser and altering the Content-Type header during the process. Because of Cross Browser Security restrictions, your browser will reject these requests. To combat this, do not set a custom Content-Type header in the request. Nothing found on trigger test step Zapier needs to have received a payload of data to that webhook URL before testing to be able to find that data. The request cannot be completely blank, so be sure to add something in the payload (or the URL parameters if it's a GET request) so the Zap can trigger. Error: \"We hit an error creating a post. Error: -11\" This means that Zapier can't get a reliable IP for the domain. Even though you may be able to access the URL via the browser or an API client, it may still fail Zapier's requirements. When it does, this often means there are issues with the DNS configuration for the domain. You can run it through http://dnscheck.pingdom.com/ to find them. Error: \"Posting JSON from Web Browser + Access-Control-Allow-Headers in Preflight Response\" Specifically, the error: Request header field Content-Type is not allowed by Access-Control-Allow-Headers in preflight response. This happens when trying to send data to the Zapier webhooks from inside a web browser and altering the Content-Type header during the process. Because of Cross Browser Security restrictions, your browser will reject these requests. To fix this, do not set a custom Content-Type header in the request. My Zap triggered multiple times and I see many entries in Zap History with the same time-stamp If the webhook response data is an array of objects, that will run the subsequent steps in your Zap multiple times — once for each object in the array . If this isn't what you're looking to do, you'll need to check the documentation for the API you're connecting to and see if there's a way to limit the number of objects returned in the response to just one (e.g. a limit parameter). If that isn't possible, take a look at building a custom integration using Zapier's Developer Platform which will give you full control over the data received from webhook requests and how it is handled in your Zap workflows. If you need further assistance with your webhooks, contact Zapier support . My Zap isn't triggering If the Zap receives an invalid payload, it may be ignored and the Zap may fail to trigger. Zapier can accept payloads that are valid XML, JSON, or URL-Encoded format only. If you have a payload that didn't trigger the Zap, make sure to check if it is valid. The Zap will still respond with a Success status . Note In Team and Enterprise accounts, if the owner of the Zap changes, the webhook URL of the Catch Hook trigger will change. You must update it in the app that sends the webhook. Learn more about URL changes in webhook Zap workflows . I'm not receiving webhooks data when I click Test trigger Webhook triggers will display the three most recent webhooks sent to the URL within the past hour. If you’re having trouble finding any samples, send new test data to your webhook URL and then click Test trigger . ", "error": null, "slug": "webhook", "help_title": "Troubleshoot webhooks in Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496215655437-Zap-is-not-receiving-webhooks", "final_url": "https://help.zapier.com/hc/en-us/articles/8496215655437-Zap-is-not-receiving-webhooks", "title": "Zap is not receiving webhooks", "auth_signals": ["basic_auth", "webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Zap is not receiving webhooks Updated May 29, 2026 18:14 When using Webhook triggers in your Zap, you may encounter one of the following issues: The trigger may not retrieve test records, preventing you from testing sample data. The Zap may be turned on, but it does not trigger when it should. Causes This can happen for several reasons: The app sending the webhook may have incorrect settings or may not be sending webhooks to Zapier. The webhook data format might be incompatible with Zapier or improperly structured, causing Zapier to fail to process it. Payload data must be in XML, JSON, or form-encoded formats. How to fix it 1. Verify webhook configuration Ensure that the Zap editor's webhook URL matches your app's URL. Check the request type: If you’re making a POST request, use either the Catch Hook or Catch Raw Hook trigger. If you’re using a GET request, use the Retrieve Poll trigger. 2. Verify security restrictions Some webhook services may require the allowlisting of Zapier’s IP addresses . If using authentication, Webhooks by Zapier only supports basic authentication. If the REST API requires more advanced authentication methods, you must use build an app in the Zapier Developer Platform . Learn more about setting up advanced webhooks automation with the Zapier Developer Platform . 3. Retest your trigger Test if your Zap can pull in test records to confirm that Zapier is listening for webhooks. In one tab in your browser, open your app. In a second tab in your browser, open your Zap’s webhook trigger step . In your app, perform the event that triggers the webhook (such as creating a record). Go to your Zapier tab. In the Test tab, click Test trigger . For instant triggers , you must test immediately after performing the trigger event. Delays may cause Zapier to miss the trigger. If this happens, repeat the trigger event before retesting in Zapier. If you are able to pull in a test record, it confirms that Zapier can receive webhooks from your app. If you cannot pull in a test record, your webhook may not be configured correctly. 4. Generate a custom API request You must create and send a custom webhook request to determine whether the issue is with your Zap or the app. You can do this in two ways: Use a tool like Postman to create a custom HTTP request Open the webhook URL in a browser with URL parameters 4.1 C", "text": "Zap is not receiving webhooks &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Zap is not receiving webhooks Updated May 29, 2026 18:14 When using Webhook triggers in your Zap, you may encounter one of the following issues: The trigger may not retrieve test records, preventing you from testing sample data. The Zap may be turned on, but it does not trigger when it should. Causes This can happen for several reasons: The app sending the webhook may have incorrect settings or may not be sending webhooks to Zapier. The webhook data format might be incompatible with Zapier or improperly structured, causing Zapier to fail to process it. Payload data must be in XML, JSON, or form-encoded formats. How to fix it 1. Verify webhook configuration Ensure that the Zap editor's webhook URL matches your app's URL. Check the request type: If you’re making a POST request, use either the Catch Hook or Catch Raw Hook trigger. If you’re using a GET request, use the Retrieve Poll trigger. 2. Verify security restrictions Some webhook services may require the allowlisting of Zapier’s IP addresses . If using authentication, Webhooks by Zapier only supports basic authentication. If the REST API requires more advanced authentication methods, you must use build an app in the Zapier Developer Platform . Learn more about setting up advanced webhooks automation with the Zapier Developer Platform . 3. Retest your trigger Test if your Zap can pull in test records to confirm that Zapier is listening for webhooks. In one tab in your browser, open your app. In a second tab in your browser, open your Zap’s webhook trigger step . In your app, perform the event that triggers the webhook (such as creating a record). Go to your Zapier tab. In the Test tab, click Test trigger . For instant triggers , you must test immediately after performing the trigger event. Delays may cause Zapier to miss the trigger. If this happens, repeat the trigger event before retesting in Zapier. If you are able to pull in a test record, it confirms that Zapier can receive webhooks from your app. If you cannot pull in a test record, your webhook may not be configured correctly. 4. Generate a custom API request You must create and send a custom webhook request to determine whether the issue is with your Zap or the app. You can do this in two ways: Use a tool like Postman to create a custom HTTP request Open the webhook URL in a browser with URL parameters 4.1 Create a custom webhook request with Postman 4.1 Create a custom webhook request with Postman In your browser, open a new tab and go to Postman . Create an API request using the POST HTTP method and copy the Webhook URL from your Zap. In the Body , add the request payload data . - Payload data must be in XML, JSON, or form-encoded format only. Click Send . In your Zapier tab, go to the webhook step . In the Test tab, click Test trigger . Tip Using curl or hurl, use a POST request with a JSON payload. Here's a curl example: curl -v -H \"Accept: application/json\" \\ -H \"Content-Type: application/json\" \\ -X POST \\ -d '{\"first_name\":\"Vale\",\"last_name\":\"Evergreen\",\"age\":27}' \\ https://zapier.com/hooks/catch/n/Lx2RH/ 4.2 Test your webhook in a browser with URL parameters 4.2 Test your webhook in a browser with URL parameters This method allows you to verify if the webhook is reachable and if Zapier registers an incoming request. To do so: In your Zap step, copy the webhook URL . In your browser, open a new tab . In the address bar , paste your webhook URL. Then, append URL-encoded test fields to the end of the URL. - For example, to pass the field named “field name” with the value of “this is a test”, your URL would look like this: https://hooks.zapier.com/hooks/catch/123456/abcde?field_name=this_is_a_test_value\" Press Enter on your keyboard to send the request. If the request was successfully sent, you should receive a message with a success status. - For example {\"attempt\":\"an_id_value\",\"id\":\"another_id_value\",\"request_id\":\"another_id_value\",\"status\":\"success\"} Check your Zap history to confirm if the data was received if your Zap is on. Alternatively, retest the trigger to your webhook step in your Zap. It should appear as a recent record. If you can send data to the Zapier webhook URL, it confirms that the app needs to be configured to send data to Zapier. Go back to your app to review the current settings to ensure: You are using the correct Zapier webhook URL. You can use webhooks in your app. The payload data is in a supported format. If you cannot send data to the Zapier webhook URL, you must investigate the issue further. 5. Inspect the request data To verify webhook delivery and data formatting, use a tool like Webhook.site to inspect the request outside Zapier. To use Webhook.site: Go to Webhook.site . Copy the unique URL from the testing site. Go to your app’s webhook settings. Enter the unique URL provided by Webhook.site as the destination webhook URL. In your app, perform the event that triggers the webhook (such as creating a record). Once triggered, the app will send an HTTP request with the event data to your Webhook.site URL. In your Webhook.site tab, you’ll see the incoming request displayed on the page in real-time. It will contain details about the requests. If the request appears in Webhook.site, your app is sending webhooks, but Zapier may be unable to process the data due to an unsupported payload format. This often requires pre- or post-processing. Consider building a private app using Zapier’s Developer Platform for advanced webhook handling. Learn more about using advanced webhooks in the Developer Platform . If the request does not appear in Webhook.site, your app is not sending webhook data. Contact the app’s support team to verify the webhook configuration. ", "error": null, "slug": "webhook", "help_title": "Zap is not receiving webhooks"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496231814157-Zap-isn-t-sending-webhooks", "final_url": "https://help.zapier.com/hc/en-us/articles/8496231814157-Zap-isn-t-sending-webhooks", "title": "Zap isn't sending webhooks", "auth_signals": ["oauth", "basic_auth", "webhook"], "prerequisites": "", "connect_steps": "", "text": "Zap isn&#39;t sending webhooks &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Zap isn&#39;t sending webhooks Updated June 05, 2025 15:22 After you set up your Zap to send webhooks , they may not send in the way you expect. Learn how to troubleshoot if your webhooks that should be coming from Zapier aren’t showing up, or aren’t showing up the way you expect. Inspect the webhook requests If your requests aren’t making it to the desired destination as you’d expect, a third-party app that can receive requests can help you examine the requests to see if there’s anything about them that may prevent your app or site from receiving them properly. For this purpose, Zapier recommends using something like RequestBin to inspect the payloads. This will help you understand what Zapier is sending, making it easier to adjust it to your liking. You likely already have this set up, but you’ll need to select Webhooks as the action app. Assuming you would like to send a POST request, select POST as your action. Next, you’ll need to fill in the URL field. Instead of filling in the URL you would like to send the POST to, you'll need to give Zapier the URL from RequestBin. To generate that: Visit the RequestBin homepage and click Create a Request Bin . Copy the Endpoint URL on the screen, which should look something like this: https://enfqolxilygu8.x.pipedream.net . Paste that into the Webhook URL field in your Zap. Now, you’ll go into your Zap, specifically the Test tab for the Webhooks step, and test that out. Go into your RequestBin - do you see that POST request show up? If so, it’s likely that the site meant to catch your request isn’t able to process the data. Please take a look at the payload in RequestBin to see what may be tripping up your site. If you’re not sure, move on to the next section. Check if the webhook is configured correctly You’ll need to make sure that you’ve configured the webhook in the format that your own system requires. Learn how to set up your webhook action in your Zap. Try the custom request option If you need differently structured (particularly nested) data, the best option is to try the Custom Request option, instead of the POST option. That allows you to type out JSON and other data formats directly, instead of Zapier formatting it for you. If you’re still having trouble getting your Webhooks action step to send properly, particularly if your app requires OAuth or any other type of authentication than Basic Auth, it's recommended that you build an app on Zapier's developer platform , which provides much more nuance and configuration options. Alternately, you can contact Zapier support to see if there is a better way to set up your Webhooks step. ", "error": null, "slug": "webhook", "help_title": "Zap isn't sending webhooks"}
{"url": "https://help.zapier.com/hc/en-us/articles/32849785521549-Avoid-Slack-rate-limits-with-our-new-features", "final_url": "https://help.zapier.com/hc/en-us/articles/32849785521549-Avoid-Slack-rate-limits-with-our-new-features", "title": "Avoid Slack rate limits with our new features", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Avoid Slack rate limits with our new features &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Avoid Slack rate limits with our new features Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've introduced two new features to improve the reliability of your Zap workflows using Slack triggers and prevent Slack’s rate limits . New trigger: New Message From Query This polling trigger optimizes API usage by making a single request to Slack, reducing the risk of rate limits . It's perfect for filtering specific messages, making it a more efficient replacement for the Anywhere Message trigger and a filter step. New input field: Optimized data This input field allows you to fetch data from Slack more quickly and reliably, reducing the impact of rate limits. It's compatible with the following triggers: New Public Message Posted Anywhere New Message Posted to Slack Channel New Message From Query The following table outlines the high-level differences in output fields based on whether you use the Optimized data field: **Type of information** **Results without optimized data** **Results with optimized data** User information Name, profile picture URL, phone, email User ID Message Content Yes Yes Timestamp Yes Yes Channel information Name, ID Name, ID, Type Team information Name, URL ID, URL Reply information No Yes Bot information No Yes ", "error": null, "slug": "slack", "help_title": "Avoid Slack rate limits with our new features"}
{"url": "https://help.zapier.com/hc/en-us/articles/24290475355277-Maximize-efficiency-with-updated-webhook-behaviour", "final_url": "https://help.zapier.com/hc/en-us/articles/24290475355277-Maximize-efficiency-with-updated-webhook-behaviour", "title": "Maximize efficiency with updated webhook behaviour", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "", "text": "Maximize efficiency with updated webhook behaviour &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Maximize efficiency with updated webhook behaviour Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Previously, all Webhook by Zapier triggers returned a 200 response, regardless of whether there was a Zap behind the webhook or if the Zap was on or off. This is now changing for static webhook URLs, specifically Catch Hook and Catch Raw Hook triggers. What's new: If your Zap is off or deleted, Zapier will return a 404 response for incoming webhooks directed at that Zap. There might be a short delay after a Zap is turned off, where it briefly returns a 200 response. Once reactivated, your Zap will resume, returning a 200 response. This update provides you with more control and clearer feedback on your Zap workflows' status. Learn more about triggering Zap workflows from webhooks . ", "error": null, "slug": "webhook", "help_title": "Maximize efficiency with updated webhook behaviour"}
{"url": "https://help.zapier.com/hc/en-us/articles/29972220283789-Webhooks-by-Zapier-rate-limits", "final_url": "https://help.zapier.com/hc/en-us/articles/29972220283789-Webhooks-by-Zapier-rate-limits", "title": "Webhooks by Zapier rate limits", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Webhooks by Zapier rate limits &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Webhooks by Zapier rate limits Updated May 29, 2026 18:14 When you use Webhooks by Zapier in Zap workflows, if a large number of actions occur within a short time span, they will be throttled ( rate limited ) to reduce their frequency. Rate limits exist to ensure Zapier’s and the app’s infrastructure can efficiently serve all customers. Note Zap steps that use other apps may have different rate limits. Learn more about throttling and rate limits for Zap workflows . Rate limits You will see a 429 status code if you exceed these limits: 20,000 requests every 5 minutes per user. 1,000 requests every 5 minutes per Zap in legacy webhook routes (without a Zapier user ID in the URL). This includes subscriptions and REST webhooks. Delayed processing During periods of high webhook activity, Zapier may return a 200 status code but delay webhook processing by several minutes. If you want to ensure delivery of webhooks: Retry delivery on any step that does not have a 200 status code from Zapier. Use industry-standard exponential backoff interval for retries. What happens if I exceed the limit If a Zap step exceeds rate limits, you can: Replay the Zap run . This will retry the steps in your affected Zap runs. Add a Delay After Queue step to your Zap , which pauses actions for a specific time before running them. This will spread out the rate at which the Zap runs those actions. Adjust the flood protection limit for a Zap . You must have a paid Zapier plan . ", "error": null, "slug": "webhook", "help_title": "Webhooks by Zapier rate limits"}
{"url": "https://help.zapier.com/hc/en-us/articles/29930562747149-Important-update-for-Slack-users-who-use-the-legacy-Workflow-Builder", "final_url": "https://help.zapier.com/hc/en-us/articles/29930562747149-Important-update-for-Slack-users-who-use-the-legacy-Workflow-Builder", "title": "Important update for Slack users who use the legacy Workflow Builder", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Important update for Slack users who use the legacy Workflow Builder &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Important update for Slack users who use the legacy Workflow Builder Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Slack is deprecating its legacy Workflow Builder on September 26, 2024. Here’s what you need to know about this update: On September 26, unmigrated Zapier workflows in Slack and corresponding Zap workflows using the \"Workflow step\" trigger will stop working. If you need additional time to adjust to these changes, Zapier customers can request an extension through your Slack Customer Success Manager by September 20, 2024. Extensions will be available until November 12, 2024. Find your affected Zap workflows View from Slack In Slack, click your workspace name in the top left-hand corner. A dropdown will appear. Click Tools and select Legacy Workflow Management . A new dialog box will appear displaying all workflows you’ve created with Zapier. View from Zapier Go to your Zap workflows . In the search box, search for and select Slack . Affected Zap workflows will appear beside an Edit in Slack button. Additional resources to support you Zapier Experts can provide services to help you find alternative solutions for affected processes. You can post in the Zapier Community to chat with fellow automators. While Zapier is not an available connector with the latest version of Slack’s Workflow Builder , some users may be able to connect Zapier to Slack’s Workflow Builder using webhooks . Learn more about triggering Zap workflows from webhooks . Read more about the legacy Workflow Builder’s deprecation on Slack’s website . ", "error": null, "slug": "slack", "help_title": "Important update for Slack users who use the legacy Workflow Builder"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495993391629-How-to-get-started-with-Slack-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495993391629-How-to-get-started-with-Slack-on-Zapier", "title": "How to get started with Slack on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Slack app on Zapier, you must have: A Slack account (free or paid plan). If your workspace's apps are managed or restricted, you'll need a Slack workspace owner or admin permissions to install the Zapier app . Available app installation slots (free Slack plans are limited to 10 apps total per workspace).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack How to get started with Slack on Zapier Updated May 29, 2026 18:13 Slack and Zapier connect to automate team communication. You can trigger actions when new messages are posted and send channel messages or direct messages. Prerequisites To use the Slack app on Zapier, you must have: A Slack account (free or paid plan). If your workspace's apps are managed or restricted, you'll need a Slack workspace owner or admin permissions to install the Zapier app . Available app installation slots (free Slack plans are limited to 10 apps total per workspace). Connect Slack to Zapier To create an app connection to Slack on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Slack . Click Add connection . A new browser tab or window will open. Log into Slack to authenticate. Grant Zapier permission to access your account if prompted to. Your Slack account is now successfully connected to Zapier. About Slack's app", "text": "How to get started with Slack on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack How to get started with Slack on Zapier Updated May 29, 2026 18:13 Slack and Zapier connect to automate team communication. You can trigger actions when new messages are posted and send channel messages or direct messages. Prerequisites To use the Slack app on Zapier, you must have: A Slack account (free or paid plan). If your workspace's apps are managed or restricted, you'll need a Slack workspace owner or admin permissions to install the Zapier app . Available app installation slots (free Slack plans are limited to 10 apps total per workspace). Connect Slack to Zapier To create an app connection to Slack on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Slack . Click Add connection . A new browser tab or window will open. Log into Slack to authenticate. Grant Zapier permission to access your account if prompted to. Your Slack account is now successfully connected to Zapier. About Slack's app Triggers, searches, and actions Triggers New Public Message Posted Anywhere (Instant) - Triggers when a new message is posted to any public channel. New Message Posted to Channel (Instant) - Triggers when a new message is posted to a specific #channel you choose. New File (Instant) - Triggers when a new file is uploaded to your workspace. New Message From Query (Polling) - Triggers when a new message is found that matches the query. New Message Posted to Private Channel (Instant) - Triggers when a new message is posted to a specific #private-channel or multi-dm. New Saved Message (Instant) - Triggers when you save a message. New Channel (Instant) - Triggers when a new #channel is created. New Team Custom Emoji (Instant) - Triggers when a custom emoji has been added to a team. New Mention (Instant) - Triggers when a username or highlight word is mentioned in a public #channel. New Reaction Added (Instant) - Triggers when a reaction (reactji) is added to a message. New Pushed Message (Instant) - Triggers when a Message is pushed from Slack. New User (Instant) - Triggers when a new Slack user is created / first joins your org. Searches Get Message - Gets a particular Slack message using its IDs. Get Message Reactions - Returns a Message and its list of Reactions. Find Message - Finds a Slack message using the Slack Search feature. Find User by ID - Finds a user by their ID. Find User by Username - Finds a user by their username. Get Conversation - Retrieves information about a Conversation (e.g., public channel, private channel, DM, or group DM). Get Message Permalink - Gets the permalink for a particular Slack message. Find User by Email - Finds a user by matching against their email instead of their username. Find User by Name - Finds a user by matching against their real name instead of their username. Actions Add Reminder - Adds a reminder for yourself or a teammate, just like the /remind command. Invite User to Channel - Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it. Send Direct Message - Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later. Send Private Channel Message - Post a new message to a private channel you choose. Can also schedule a message for later. Set Channel Topic - Sets the topic on a selected channel. Set Status - Sets your Slack status to the given text and emoji. Remove User from Channel - This action removes a specified user from a specified channel in Slack. Edit Message - Edits a message. Find Public Channel - This action will find a public channel in Slack using either the channel's ID or name. Delete Message - This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs. Cancel Scheduled Message - Cancels a message that has been scheduled to be posted. Send Channel Message - Posts a message or thread reply to a channel. You can also schedule it to send later. Create Channel - Creates a new channel. Request Approval - Sends a message requesting approval. Includes buttons to submit \"Approve\" or \"Decline\" responses. Zap will be held until a submission is made, when it will continue to execute subsequent steps. Update Profile - Update basic profile fields such as name or title. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Get Message by Timestamp - This action retrieves a specific message from a conversation history in Slack using the message's timestamp. Retrieve Thread Messages - This action retrieves all the messages sent to a specific thread in a selected channel. Create Private Channel - This action creates a private channel in Slack. Limitations Message posting rate limits apply . Apps may post no more than one message per second per channel, with short bursts allowed but sustained exceeding can result in rate limiting. Messages that are preceded by indentation (message attachments) usually sent by bots, slash commands, or other integrations cannot trigger your workflows. However you can extract an attachment to use in your workflows . I f you enter a slash command in an action, it will appear as text instead of running the actual slash command. You must use special formatting to include mentions and notifications in your workflows for them to work correctly. Test record data for new Slack messages will always include the threads_ts field, even if it's not in a thread. You can use this field to filter your Zap workflows to only trigger on new messages, not in Slack threads. On a Zap run, the threads_ts field will only appear if it's a message within a thread. Templates View all of Slack's templates . Use cases 7 Slack automation ideas Automatically set your Slack channel topic How to automatically summarize Slack threads Automatically send a Slack message for new Google Sheets activity How to format a Slack message in Zapier Additional Slack resources Zapier's Slack integration page Slack's Help Center Slack's API documentation ", "error": null, "slug": "slack", "help_title": "How to get started with Slack on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496025607181-Tips-for-formatting-Slack-messages", "final_url": "https://help.zapier.com/hc/en-us/articles/8496025607181-Tips-for-formatting-Slack-messages", "title": "Tips for formatting Slack messages", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Tips for formatting Slack messages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Tips for formatting Slack messages Updated July 21, 2026 13:20 You can format Slack messages in Zap workflows to add styling , user mentions , and channel and workspace notifications . Text Bold text: wrap your text with asterisks (*). *bold* Italic text: wrap your text with underscores (_). _italic_ Strikethrough text: wrap your text with tildes (~). ~strikethrough~ Inline code and blockquotes Inline code blocks that are a single word or line: wrap your text with a single backtick (`). inline code block For inline code blocks that are a block of text: wrap your text with three backticks. inline code block text block For blockquotes: start the blockquote with a closing angle bracket (>). >blockquote Lists Ordered lists: type the number , a period (.) , and a space before your text. 1. ordered list Bulleted lists: it's not possible to format bulleted lists in the same way it's done directly on Slack (using asterisks). However, you can mimic the formatting using the bullet point symbol ( • ) and a space before your text. • bulleted list Links URL links are automatically hyperlinked in Slack without additional formatting. To display link text instead of the URL: Type an open angle bracket (<) , your URL link , a pipe character (|) , your link text , and a closing angle bracket . <https://zapier.com|Link text> Tip Link text will include spaces between words. New lines No special formatting is required. To add a new line, use the return (enter) key on your keyboard. Note You can enter only enter a single new line between lines of text. Two or more consecutive new lines are not supported. Emoji Wrap the name of the emoji in colons (:). :heart_eyes: Mentions and notifications User mentions: type an open angle bracket , the at symbol (@) , the user’s Slack member ID (see below how to find the member ID), and a closing angle bracket . <@UG1234567> “Everyone” notification (notifies everyone in your workspace in the #general channel): type an open angle bracket , an exclamation point (!) , “ everyone ”, and a closing angle bracket . <!everyone> “Here” notification (notifies active members in a specific channel): type an open angle bracket , an exclamation point (!) , “ here ”, and a closing angle bracket . <!here> “User group” notification (notifies all members of a user group): type an open angle bracket , an exclamation point (!) , type in “ subteam ” , a caret symbol (^) , the user group ID (see below how to find the group ID), and a closing angle bracket . <!subteam^abcde123456> Tip Learn how to find Slack member, channel, and user group IDs . Note Your workspace may disable notifications or usage of @here and @everyone. Contact your Slack administrator to verify if notifications are enabled. ", "error": null, "slug": "slack", "help_title": "Tips for formatting Slack messages"}
{"url": "https://help.zapier.com/hc/en-us/articles/34634861619213-How-to-find-Slack-member-channel-and-user-group-IDs", "final_url": "https://help.zapier.com/hc/en-us/articles/34634861619213-How-to-find-Slack-member-channel-and-user-group-IDs", "title": "How to find Slack member, channel, and user group IDs", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to find Slack member, channel, and user group IDs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack How to find Slack member, channel, and user group IDs Updated February 28, 2025 16:15 When creating workflows with Slack, you might need to complete a field as a custom value with the ID of a member, channel, or user group. This article will explain how to find these Slack IDs. Member ID To find a member ID: Open Slack in your web browser. Select the member's Slack profile . Click More . Copy the member ID by clicking Copy member ID . Channel ID To find a channel ID: Open Slack in your web browser. Select the channel name from the left-hand menu. Click View channel details . The channel details window will open. The channel ID is at the bottom. Copy the channel ID by clicking Copy channel ID . User group ID To find a user group ID: Open Slack in your web browser. Select People & user groups from the left-hand menu. In the People window, select the User groups tab . Select the user group you want to mention. In the browser's address bar, copy the alphanumeric ID that follows /user_groups/ . This is the user group ID. ", "error": null, "slug": "slack", "help_title": "How to find Slack member, channel, and user group IDs"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495990498957-Extracting-an-attachment-from-Slack-messages", "final_url": "https://help.zapier.com/hc/en-us/articles/8495990498957-Extracting-an-attachment-from-Slack-messages", "title": "Extracting an attachment from Slack messages", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Extracting an attachment from Slack messages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Extracting an attachment from Slack messages Updated October 12, 2023 13:53 You can use Slack's New Message Posted to Channel trigger to extract message attachments in public Slack channels. Message attachments include shared links and content previews . They are preceded by an indentation from other messages. Note Zapier can only trigger on non-ephemeral attachments that appear to all users in a channel or direct message. This feature is only available for trigger steps, not actions. You can extract message attachments from: Slackbot messages Messages sent by Slack users Slackbot messages Messages sent by Slack users Extract an attachment from Slackbot messages You can extract message attachments from Slackbot messages to use in subsequent Zap steps. 1. Add a Slack trigger step In the Zap editor, click to open the Trigger step. In the Choose app & event section, search for and select Slack . Click the Event dropdown menu and select New Message Posted to Channel event that will trigger the Zap. In the Set up trigger section: Click the Channels dropdown menu and select the channel you want to use. Click the Trigger for Bot Messages? dropdown menu and select Yes . Click Continue . Click Test & Review. If the step is successful, you’ll see sample data from your recent Slack messages. Click Continue . Note If your bot doesn't post any text with the attachment, the first attachment's text will become that message's text . We'll include attachment details in the response as well. 2. Add a filter step Add a filter step, so the Zap only continues if a Slackbot message triggers the Zap. In the Zap editor, click to open the filter step. In the Filter setup & testing section: In the Choose field, select the Slack User Name field. In the Choose condition dropdown, select (Text) Exactly matches . In the Enter text or insert data, write the name of the Slack Bot . Click Continue . Based on the selected trigger sample, you can test if your Zap would have continued under your filter conditions. Click Continue to finish setting up your Zap. Now, you can map your Slack attachment fields in your remaining action steps. Learn more about using Slack in the Zapier Community . Extract an attachment from Slack user messages You can extract message attachments from messages sent by other Slack users in your workspace to use in subsequent Zap steps. 1. Add a Slack trigger step In the Zap editor, click to open the Trigger step. In the Choose app & event section, search for and select Slack . Click the Event dropdown menu and select New Message Posted to Channel . In the Set up trigger section: Click the Channels dropdown menu and select the channel you want to trigger from. Click the Trigger for Bot Messages? dropdown menu and select No . Click Continue . Click Test & Review. If the step is successful, you’ll see sample data from your recent Slack messages. Click Continue . Note If you select No from the Trigger for Bot Messages? dropdown menu, you won’t see info about the message attachment. 2. Add a Delay step You must add a 1 minute delay to your Zap. This allows enough time to extract all message attachment info. In the Zap editor, click to open the Action step. In the Choose app & event section, search for and select the Delay app that will trigger the Zap. Click the Event dropdown menu and select Delay For. Click Continue. In the Set up action section: Time Delayed For (value): 1 Time Delayed For (unit): Select minutes. Click Continue. Click Test action. 3. Add a Slack Find Message step In the Zap editor, click to open the Action step. In the Choose app & event section, search for and select Slack . Click the Event dropdown menu and select Find Message. Click Continue. In the Search Query field , map the permalink field from step 1. This field identifies your Slack message. Click Continue . Click Test action. If the step is successful, you’ll see sample data from your Slack message in Step 1. If the message contains attachments, the sample data will include an attachments field. Click Continue to finish setting up your Zap. Note Info from the attachment field will vary. Learn more about when Slack previews won't display . If your bot doesn't post any text with the attachment, the first attachment's text will become that message's text. We'll include attachment details in the response as well. Now, you can map your Slack attachment fields in your remaining action steps. Learn more about using Slack in the Zapier Community . ", "error": null, "slug": "slack", "help_title": "Extracting an attachment from Slack messages"}
{"url": "https://help.zapier.com/hc/en-us/articles/35890982165389-How-to-interact-with-Slack-s-approval-bot", "final_url": "https://help.zapier.com/hc/en-us/articles/35890982165389-How-to-interact-with-Slack-s-approval-bot", "title": "How to interact with Slack's approval bot", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to interact with Slack&#39;s approval bot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack How to interact with Slack&#39;s approval bot Updated April 28, 2025 07:47 This article will explain how Slack’s Request Approval action appears in Slack and how to interact with it. Learn how to set up the Request Approval action . How it works Slack's Request Approval action takes information from a Zap trigger and sends it to a user (or multiple users) for approval through Slack. The approver can decide if they want to approve or decline the request. The decision will either continue or halt the Zap. Understanding key features You can control the approval workflow using these features: Decline button : Display a “Decline” button with the approval request. Details button : Include a “Details” button, giving approvers extra context with requests. Confirmation prompt dialog box: Display a confirmation after a user approves or declines a request. Processing a request With a decline button Without a decline button With a decline button When your approval request is sent to a channel, it can be either approved or declined: If you click Approve : A dialog box will appear. Click Approve to continue or Cancel to return to Slack's main screen. If you’re an authorized approver, the channel will show an approval message. It will include the Slack handle of the person who approved it. If you click Decline : A dialog box will appear. Click Decline to continue or Cancel to return to Slack's main screen. If you're an authorized approver, the channel will show a decline message. It will include the Slack handle of the person who declined it. Button labels may vary based on how the Zap was set up. Without a decline button Your approval request will only display the Approve option. When you click that button, a dialog box will appear: If you click Approve, a message will appear in the channel to notify authorized approvers that the request was approved, including the Slack handle of the member who approved it. If you click Cancel, no further actions will be run from your Zap. The request will remain pending approval. In the Zap history , the Zap run will appear with a status of Waiting / Delay until it's approved or the approval request expires . Button labels may vary based on how the Zap was set up. Details button If the Slack approval workflow includes a “Details” button, any user can click it to open a new browser tab and access additional information, such as the full request details or any relevant criteria. The URL content linked to this button is determined by the person who set up the Zap. The button label may vary based on how the Zap was set up. Confirmation prompt dialog box To help reduce the risk of accidental actions, you can configure the Slack Request Approval action to display a confirmation dialog box when an authorized user clicks Approve or Decline . This extra step provides a safety net, ensuring users intentionally finalize their decision. Because the title, message, and button labels within the confirmation prompt are all customizable during setup, users might see different versions of this dialog box depending on how it has been configured. Addressing unauthorized attempts When setting up your Zap, you can optionally specify who should be able to respond to approval requests . If a user not listed in the action step tries to approve or decline a request, Slack will display a private message to the user: “You are not authorized to approve or decline this request. Please contact the requestor.” The Zap run associated with that request will remain in the Waiting / Delay status , and no response will be submitted to your Zap. Next steps Learn how to set up Slack’s Request Approval action . ", "error": null, "slug": "slack", "help_title": "How to interact with Slack's approval bot"}
{"url": "https://help.zapier.com/hc/en-us/articles/36083516665229-How-to-trigger-Zap-workflows-from-Slack-thread-messages", "final_url": "https://help.zapier.com/hc/en-us/articles/36083516665229-How-to-trigger-Zap-workflows-from-Slack-thread-messages", "title": "How to trigger Zap workflows from Slack thread messages", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to trigger Zap workflows from Slack thread messages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack How to trigger Zap workflows from Slack thread messages Updated May 29, 2026 18:13 When creating Zap workflows using Slack, you may want to trigger Zap workflows when Slack threads receive new replies. This article will explain how to find the appropriate Slack IDs for threads and how to set up a Filter step to only continue the Zap for thread replies. Understanding Slack IDs Slack messages contain the following ID fields: ts : A unique timestamp for each message. thread_ts : A timestamp that identifies the thread the message belongs to and is the parent message of the ts value. All replies within a specific thread have the same thread_ts value, which is equal to the ts value of the initial message. Example Initial message: - ts:1678886400.123456 First reply: - ts:1678886460.678901 - thread_ts:1678886400.123456 Second reply - ts:1678886520.234567 - thread_ts:1678886400.123456 These output fields are only available in triggers related to Slack messages, such as New Message Posted to Channel. You'll use these fields to create a filter step in your Zap. 1. Set up the Slack trigger When setting up the trigger for your Zap: Select either of these Slack triggers: New Message Posted to Channel New Message Posted to Private Channel New Public Message Posted Anywhere Set up all required fields and any optional fields that you need for your workflow. Required fields have an asterisk after the field name. Slack thread messages do not appear as samples when testing your Slack trigger . This is expected behaviour. 2. Filter for thread replies only To ensure your Zap workflows only continue when a threaded message is received: Add a Filter step to your Zap right after the Slack trigger. In your filter step: In the first dropdown, select the Thread Ts field. In the second dropdown, select (Text) Does not exactly match . In the third dropdown, select Ts . 3. (Optional) Filter keyword or phrases You can also use this filter to reply to thread messages that contain specific keywords or phrases, by adding more filter rules . Next steps Once the filter is set, add any subsequent actions you want the Zap to run when a new reply is posted in a Slack thread. ", "error": null, "slug": "slack", "help_title": "How to trigger Zap workflows from Slack thread messages"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496276985101-Work-with-Google-Sheets-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496276985101-Work-with-Google-Sheets-in-Zap-workflows", "title": "Work with Google Sheets in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Work with Google Sheets in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Work with Google Sheets in Zap workflows Updated May 29, 2026 18:14 In order to use Google Sheets , you must follow several rules to use your spreadsheet in your Zap workflows. Note While the UI in this video is outdated, the core functionality remains similar in most current versions. Spreadsheet formatting Any spreadsheet you use in your Zap must: Include headers in the first row. Clearly label each column with a descriptive name in the first row. This will tell Zapier where to send or receive data from. Not contain multiple headers. Headers are only recognized in the first row. Zapier will not recognize headers in any other row of your worksheet. Consider using separate worksheets within the workbook for better organization. Not contain punctuation in the spreadsheet or worksheet names . Symbols such as colons (:) will make it harder for Zapier to find the right spreadsheet. Avoid blank rows between rows that contain values. If you're trying to use a Zap to add new rows to your spreadsheet, it will always add rows after the last row with values. Similarly, rows with formulas, but no visible values are not considered empty. Spreadsheet permissions You must have the following permissions to use Google Sheets with Zapier: For trigger and search actions: viewer, commenter, or editor permissions. For create and update actions: editor permissions. If your company uses Google Suite: third-party app access . File size Google Sheets triggers are limited to 30MB or less, while actions can handle files up to 50MB. Spreadsheet updates and maintenance If you update your spreadsheet while your Zap is turned on, your Zap may error or you may see unexpected behaviors. The connection between Zapier and your spreadsheet will break if you: Delete existing rows and/or columns. Adding rows anywhere other than to the bottom of your sheet. Sorting your worksheet. Rename, add, or rearrange columns. Rename your spreadsheet or worksheet. Frozen, hidden or protected columns or rows. If you need to update your sheet, first: Go to the Zap workflows page and turn off any Zap workflows connected to your spreadsheet. Update your spreadsheet. Unfreeze, unhide or unprotect columns or rows. Re-test the Google Sheets triggers or actions in any connected Zap workflows. You may need to remap fields . Publish your Zap. You must repeat this process every time you or a teammate updates the spreadsheet. Tip You can find and update spreadsheet rows dynamically in Google Sheets. ", "error": null, "slug": "google-sheets", "help_title": "Work with Google Sheets in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496099967757-Using-Zapier-s-App-Home-in-Slack", "final_url": "https://help.zapier.com/hc/en-us/articles/8496099967757-Using-Zapier-s-App-Home-in-Slack", "title": "Using Zapier's App Home in Slack", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Using Zapier&#39;s App Home in Slack Updated May 29, 2026 18:13 With Zapier App Home, you'll be able to monitor your Zapier account activity right within Slack. You'll be able to view a status and quickly link out to them to: View 3 recently modified Zap workflows Turn Zap workflows on and off Check a Zap's status Edit the Zap View Zap's task history View your Zapier plan View task history usage Manage your Zapier account Zap templates Make a Zap! Install Zapier in Slack Apps Before you get started Do you have restricted apps on your Slack workplace? If you’re not sure, you can check if Slack is one of them in your restricted apps on your Slack workspace. It may be the case that you need to get approval from your Slack admin to approve Zapier. Once you are sure Zapier is an approved app, move onto the following steps: Connect to your Slack account to Zapier . Within Slack, in the left-hand nav under Apps click “Add more apps”. Next, in Browse Apps search for Zapier Click “Get Started”. Next, you'll be asked to give Zapier permission to access your Zapier Slack workspace. Click \"Allow\". Your setup is complete! You can head back into to your Slack workspace and click the \"Home\" tab in the Zapier app to use the App Home.", "text": "Using Zapier&#39;s App Home in Slack &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Using Zapier&#39;s App Home in Slack Updated May 29, 2026 18:13 With Zapier App Home, you'll be able to monitor your Zapier account activity right within Slack. You'll be able to view a status and quickly link out to them to: View 3 recently modified Zap workflows Turn Zap workflows on and off Check a Zap's status Edit the Zap View Zap's task history View your Zapier plan View task history usage Manage your Zapier account Zap templates Make a Zap! Install Zapier in Slack Apps Before you get started Do you have restricted apps on your Slack workplace? If you’re not sure, you can check if Slack is one of them in your restricted apps on your Slack workspace. It may be the case that you need to get approval from your Slack admin to approve Zapier. Once you are sure Zapier is an approved app, move onto the following steps: Connect to your Slack account to Zapier . Within Slack, in the left-hand nav under Apps click “Add more apps”. Next, in Browse Apps search for Zapier Click “Get Started”. Next, you'll be asked to give Zapier permission to access your Zapier Slack workspace. Click \"Allow\". Your setup is complete! You can head back into to your Slack workspace and click the \"Home\" tab in the Zapier app to use the App Home. ", "error": null, "slug": "slack", "help_title": "Using Zapier's App Home in Slack"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495978803213-Find-and-update-spreadsheet-rows-in-Google-Sheets-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495978803213-Find-and-update-spreadsheet-rows-in-Google-Sheets-on-Zapier", "title": "Find and update spreadsheet rows in Google Sheets on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "how to connect a new account . Click Continue . In the Configure tab, click the Spreadsheet dropdown menu, and select your spreadsheet . Click the Worksheet dropdown menu, and select your sheet . In the Lookup Column dropdown field, select the column in your spreadsheet you want the Zap to search. In the Lookup Value dropdown field, select the value that the Zap should search for. You can select information from a previous step . Click Continue . If you want to perform the action live to test the step , click Test step . The Data in tab will display the fields and values that you set up in the action step. The Data out tab will display the fields and values that Google Sheets returns as confirmation. Optional field settings: Supporting Lookup Column and Supporting Lookup Value: You can set up another column and value to search. This ensures your Zap only finds rows that match both conditions. Search from last row : To search from the first spreadsheet row, select False . To search from the last spreadsheet row, select True . If no search results are found : Define what happens if no matching rows are found. Create Google Sheets Spreadsheet row if it doesn’t exist yet? : Select the checkbox if you want to create a new row. Tip If you need to find multiple rows, use the Lookup Spreadsheets Rows (Advanced) to retrieve up to 500 rows. 2. Updating existing rows with new information In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Google Sheets . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select Update Spreadsheet Row . In the Spreadsheet dropdown menu, select the spreadsheet . This should be the same as in the previous step. In the Worksheet dropdown menu, select the sheet . This should be the same as in the previous step. Next to the Row field , click the three dot icon . A dropdown menu will open. Click Custom . A modal will open. Using a custom value for the Row ID means it will dynamically update each time the Zap runs. In the search box , search and select the ID field from your previous Lookup Spreadsheet Row action step. In your column fields, map the data from your trigger or action step that you want to add to your spreadsheet. The Zap will update the selected row with this new information. Click Continue . If you do not want to test the step live, click Skip test . After setting up your Update Spr", "text": "Find and update spreadsheet rows in Google Sheets on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Find and update spreadsheet rows in Google Sheets on Zapier Updated March 31, 2026 16:18 This article will guide you through using Zapier to find and update spreadsheet rows in the same sheet. Before you begin, familiarize yourself with Zapier's formatting requirements for Google Sheets . 1. Find specific spreadsheet rows After you’ve set up your trigger : In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Google Sheets . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select Lookup Spreadsheet Row . Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . In the Configure tab, click the Spreadsheet dropdown menu, and select your spreadsheet . Click the Worksheet dropdown menu, and select your sheet . In the Lookup Column dropdown field, select the column in your spreadsheet you want the Zap to search. In the Lookup Value dropdown field, select the value that the Zap should search for. You can select information from a previous step . Click Continue . If you want to perform the action live to test the step , click Test step . The Data in tab will display the fields and values that you set up in the action step. The Data out tab will display the fields and values that Google Sheets returns as confirmation. Optional field settings: Supporting Lookup Column and Supporting Lookup Value: You can set up another column and value to search. This ensures your Zap only finds rows that match both conditions. Search from last row : To search from the first spreadsheet row, select False . To search from the last spreadsheet row, select True . If no search results are found : Define what happens if no matching rows are found. Create Google Sheets Spreadsheet row if it doesn’t exist yet? : Select the checkbox if you want to create a new row. Tip If you need to find multiple rows, use the Lookup Spreadsheets Rows (Advanced) to retrieve up to 500 rows. 2. Updating existing rows with new information In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Google Sheets . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select Update Spreadsheet Row . In the Spreadsheet dropdown menu, select the spreadsheet . This should be the same as in the previous step. In the Worksheet dropdown menu, select the sheet . This should be the same as in the previous step. Next to the Row field , click the three dot icon . A dropdown menu will open. Click Custom . A modal will open. Using a custom value for the Row ID means it will dynamically update each time the Zap runs. In the search box , search and select the ID field from your previous Lookup Spreadsheet Row action step. In your column fields, map the data from your trigger or action step that you want to add to your spreadsheet. The Zap will update the selected row with this new information. Click Continue . If you do not want to test the step live, click Skip test . After setting up your Update Spreadsheet Row action, you can continue adding more actions or publish the Zap. Note The Update Spreadsheet Row action step can only update one row per Zap run. Tip While this workflow focuses on updating rows within a single sheet, you can apply similar logic to lookup between different sheets. To do this, you'll need to have a unique identifier, like an email address or customer reference number, that exists in both sheets. Use this identifier as the \"Lookup Value \" when setting up your lookup action. If your data is in line items and you need to update multiple rows, use the Update Spreadsheet Row(s) action. Troubleshooting tips You may encounter the following common error messages when using these actions: Google Sheets error: Required field \"Row\" (row) is missing Google Sheets error: Required field \"Lookup Value\" (lookup_value) is missing Google Sheets error: Nothing could be found for the search Google Sheets error: There was an error writing to your Google Sheets, unable to parse range Google Sheets error: Unable to get a value when looking for \"responses\". Is it empty or missing? ", "error": null, "slug": "google-sheets", "help_title": "Find and update spreadsheet rows in Google Sheets on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495994922509-How-to-get-started-with-Google-Sheets-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495994922509-How-to-get-started-with-Google-Sheets-on-Zapier", "title": "How to get started with Google Sheets on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Sheets app on Zapier, you must have: No paid Google Sheets plan required. Permissions required: For trigger and search actions: viewer, commenter, or editor permissions. For create and update actions: editor permissions. If", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets How to get started with Google Sheets on Zapier Updated May 29, 2026 18:14 Google Sheets and Zapier can automate your spreadsheets by creating workflows. You can use triggers like new or updated rows to automatically create, update, or find data in a sheet. Prerequisites To use the Google Sheets app on Zapier, you must have: No paid Google Sheets plan required. Permissions required: For trigger and search actions: viewer, commenter, or editor permissions. For create and update actions: editor permissions. If using Google Workspace (formerly G Suite): third-party app access must be enabled. Connect Google Sheets to Zapier To create an app connection to Google Sheets on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Sheets . Click Add connection . A new browser tab or window will open. Log into Google Sheets to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Sheets account is now successfully connected to Zapier. About Google Sheets's app", "text": "How to get started with Google Sheets on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets How to get started with Google Sheets on Zapier Updated May 29, 2026 18:14 Google Sheets and Zapier can automate your spreadsheets by creating workflows. You can use triggers like new or updated rows to automatically create, update, or find data in a sheet. Prerequisites To use the Google Sheets app on Zapier, you must have: No paid Google Sheets plan required. Permissions required: For trigger and search actions: viewer, commenter, or editor permissions. For create and update actions: editor permissions. If using Google Workspace (formerly G Suite): third-party app access must be enabled. Connect Google Sheets to Zapier To create an app connection to Google Sheets on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Sheets . Click Add connection . A new browser tab or window will open. Log into Google Sheets to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Sheets account is now successfully connected to Zapier. About Google Sheets's app Triggers, searches, and actions Triggers New Spreadsheet Row (Team Drive) - Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet. New Spreadsheet - Triggers when a new spreadsheet is created. New or Updated Spreadsheet Row - Triggers when a new row is added or modified in a spreadsheet. New Spreadsheet Row - Triggers when a new row is added to the bottom of a spreadsheet. (Instant) New or Updated Spreadsheet Row (Team Drive) - Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive. New Worksheet - Triggers when a worksheet is created in a spreadsheet. Searches Find Worksheet - Finds a worksheet by title. Lookup Spreadsheet Row - Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found. Find or Create Row - Finds or creates a specific lookup row. Lookup Spreadsheet Rows (Advanced) - Find up to 500 rows based on a column and value as line items. Get Many Spreadsheet Rows (Advanced) - Return up to 1,500 rows as a single JSON value or as line items. Find or Create Worksheet - Finds or creates a specific find worksheet. Actions Create Spreadsheet Column - Create a new column in a specific spreadsheet. Create Multiple Spreadsheet Rows - Create one or more new rows in a specific spreadsheet (with line item support). Copy Worksheet - Creates a new worksheet by copying an existing worksheet. Create Worksheet - Creates a new worksheet in a Google Sheet. Delete Spreadsheet Row(s) - Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data. Update Spreadsheet Row - Update a row in a specific spreadsheet with optional formatting. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Spreadsheet Row - Create a new row in a specific spreadsheet. Create Spreadsheet Row at Top - Creates a new spreadsheet row at the top of a spreadsheet (after the header row). Create Spreadsheet - Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers. Clear Spreadsheet Row(s) - Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet. Format Spreadsheet Row - Format a row in a specific spreadsheet. Update Spreadsheet Row(s) - Update one or more rows in a specific spreadsheet (with line item support). Limitations Google Sheets triggers are limited to 30MB or less, while actions can handle files up to 50MB. Spreadsheets exceeding these limits may prevent Zapier from accessing and processing your data effectively. API Usage limits : 6,000 read requests per minute per user 1,800 read requests per minute per user. Using Google Sheets requires strict spreadsheet formatting requirements. Learn more in working with Google Sheets in Zap workflows . When using the Create Spreadsheet Row action, steps may briefly appear as \" Delayed \" in the Zap history. This is normal and should last only a few seconds. Templates View all of Google Sheets's templates . Use cases 6 Google Sheets automation ideas to organize your business How to connect ChatGPT with Google Sheets 7 ways to automate spreadsheets Google Workspace automation Keep Google Sheets updated automatically with Zapier MCP How to send an email when updates are made to Google Sheets Send a Slack message for new Google Sheets activity How to connect Google Sheets with Excel Additional Google Sheets resources Zapier's Google Sheets integration page Google Sheets's Help Center Google Sheets's API docs ", "error": null, "slug": "google-sheets", "help_title": "How to get started with Google Sheets on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/28137698886413-Google-Sheets-error-Required-field-Lookup-Value-lookup-value-is-missing", "final_url": "https://help.zapier.com/hc/en-us/articles/28137698886413-Google-Sheets-error-Required-field-Lookup-Value-lookup-value-is-missing", "title": "Google Sheets error: Required field \"Lookup Value\" (lookup_value) is missing", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Sheets error: Required field &quot;Lookup Value&quot; (lookup_value) is missing &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: Required field &quot;Lookup Value&quot; (lookup_value) is missing Updated May 29, 2026 18:14 When using either the Google Sheets Lookup Spreadsheet Row or Look Spreadsheet Rows (output as Line Items) action, you see the error message \"Required field \"Lookup Value\" (lookup_value) is missing.\" This error will appear in the Zap editor when testing Zap steps or in Zap history after your Zap runs. The Zap run status will display as stopped . Causes This happens when the mapped field from the previous step in the Lookup Value field is blank and is required for the search to be completed. How to fix it To fix the issue: Ensure the data from the previous step is consistently sent to the currently mapped field, or replace the mapped field with one that consistently provides a value. If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to set what the Zap should do if your mapped value contains no value. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-sheets", "help_title": "Google Sheets error: Required field \"Lookup Value\" (lookup_value) is missing"}
{"url": "https://help.zapier.com/hc/en-us/articles/28417903377677-Google-Sheets-error-Required-field-Row-row-is-missing", "final_url": "https://help.zapier.com/hc/en-us/articles/28417903377677-Google-Sheets-error-Required-field-Row-row-is-missing", "title": "Google Sheets error: Required field \"Row\" (row) is missing", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Sheets error: Required field &quot;Row&quot; (row) is missing &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: Required field &quot;Row&quot; (row) is missing Updated May 29, 2026 18:14 When using Google Sheets Update Spreadsheet Row in your Zap workflows, you see the error message \"Required field \"Row\" (row) is missing\". You may see this error in the details of a Zap run in your Zap history. Causes This error happens when the mapped field for the Row ID field has no value. This occurs when the previous Lookup Spreadsheet Row step cannot locate the right spreadsheet. How to fix it To fix this issue: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add a Filter step before your Update Spreadsheet Row step. Add a condition to the Zap so it does not run if a spreadsheet row is not found. Add a Paths step so your Zap has two paths: In one path, add a condition to the Zap so it runs if a spreadsheet row is found. In another path, add a condition to the Zap so it does not run if a spreadsheet row is not found. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-sheets", "help_title": "Google Sheets error: Required field \"Row\" (row) is missing"}
{"url": "https://help.zapier.com/hc/en-us/articles/27905708080141-Google-Sheets-error-Unable-to-get-a-value-when-looking-for-responses-Is-it-empty-or-missing", "final_url": "https://help.zapier.com/hc/en-us/articles/27905708080141-Google-Sheets-error-Unable-to-get-a-value-when-looking-for-responses-Is-it-empty-or-missing", "title": "Google Sheets error: Unable to get a value when looking for \"responses\". Is it empty or missing?", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Sheets error: Unable to get a value when looking for &quot;responses&quot;. Is it empty or missing? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: Unable to get a value when looking for &quot;responses&quot;. Is it empty or missing? Updated May 29, 2026 18:14 When using the Google Sheets Update Spreadsheet Row(s) action, you see the error message \"Unable to get a value when looking for \"responses\". Is it empty or missing?\". This error will appear in the Zap editor when testing Zap steps or in Zap history after your Zap runs. The Zap run status will display as stopped . Causes This happens when: The row numbers mapped to the Row Number field aren't in line item format. The row numbers were separated by commas but were not truly formatted as line items. The value provided to the Row Number field does not exist in the spreadsheet. For example, the value 5051 is provided, but the spreadsheet contains only 100 rows. How to fix it To fix the issue: Ensure the data from the previous step contains the row IDs and that they are formatted properly: If the row numbers are not formatted as line items, add a Formatter step to your Zap to re- create the row numbers as line items . If the previous step does not contain row numbers, add a Google Sheet step using the Lookup Spreadsheet Rows (output as Line Items) action. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-sheets", "help_title": "Google Sheets error: Unable to get a value when looking for \"responses\". Is it empty or missing?"}
{"url": "https://help.zapier.com/hc/en-us/articles/27870373660557-Google-Sheets-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/27870373660557-Google-Sheets-error-Nothing-could-be-found-for-the-search", "title": "Google Sheets error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Sheets error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: Nothing could be found for the search Updated May 29, 2026 18:13 When using any Google Sheet search action , you see the error message \"Nothing could be found for the search.\" This error will appear in the Zap editor when testing Zap steps or in Zap history after your Zap runs. The Zap run status will display as stopped . Causes This happens when: The mapped field from the previous step in the Lookup Value or Title field is blank and is required for the search to be completed. The value in the Lookup Value or Title field does not match what’s in Google Sheets. How to fix it To fix the issue: Ensure the data from the previous step is consistently sent to the Google Sheets step, or replace the current mapped field with one that consistently provides a value. If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the Lookup Value or Title field receives no data from the previous step. Ensure the data coming from the previous step matches the format your spreadsheet expects. If the data is in a different format than what is in the spreadsheet, add a Formatter step to convert it to the correct format. Learn more about using Formatter . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-sheets", "help_title": "Google Sheets error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/35891060646413-How-to-set-up-Slack-s-Request-Approval-action-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/35891060646413-How-to-set-up-Slack-s-Request-Approval-action-in-Zapier", "title": "How to set up Slack's Request Approval action in Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to set up Slack&#39;s Request Approval action in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack How to set up Slack&#39;s Request Approval action in Zapier Updated May 29, 2026 18:13 This article explains how to set up Slack’s Request Approval action to create a Slack approval bot. Learn how to interact with it in Slack . Use cases for Slack approval workflows Here are some examples of how to incorporate a Slack approval bot into your organization: Purchase requests: You can submit requests with details like item description, quantity, vendor, and cost. These requests go directly to the appropriate manager or finance team for approval. Checking AI content : When you use AI to make content, you can send it to the editor for approval. They can check if it’s accurate and follows your editorial rules before it's published. Time off requests : You can send requests for vacation, sick leave, or other time off directly to managers through Slack. 1. Add a trigger to your Zap Set up your Zap trigger . 2. Set up the Request Approval action Click the Action step, or click the plus + icon to add an action to your Zap. Search for and select Slack . Click the Event dropdown menu and select Request Approval . In the Configure tab, complete these fields: Approval request message : Enter the message that will be displayed in the Slack message. You can use mapped fields from your trigger step to display information specific to that request . Channel: Select the channel where the approval message will appear. (Optional) Approvers : Select members who can approve or deny requests. Bot name: Enter the name of your approval bot. Bot icon: Enter an image URL or emoji code . For example, https://site.com/icon_256.png or :robot_face: . Tip You can add styling to your Slack messages such as mentioning approvers’ usernames. 3. Customize approval options and appearance Approve button Approve button URL : Enter a URL that will open in a new tab or window in the authorized approver’s browser once they confirm their decision. Approve button label: Enter a label of up to 75 characters that will appear on the button. If left blank, the default is “Approve”. Decline button Add a Decline button : Select Yes to include a “Decline” button with your approval request. Learn more about setting up the approval options. Decline button URL : Enter a URL that will open in a new tab in the authorized approver’s browser once they confirm their decision. Decline button label : Enter a label of up to 75 characters that will appear on the button. If left blank, the default is “Decline”. (Optional) Details button You can include a “Details” button to share more information with approvers, such as additional request details or the approval criteria. If you select Yes on the Add a Details button field, two new fields will appear: Details button URL : Enter a URL that will open a new tab in the authorized approver’s browser. ( Optional) Details button label : Enter a label of up to 75 characters for the button. If left bank, the default is “Details”. (Optional) Confirmation message for approvals or declines You can enable an additional confirmation message for responders after they click to approve or decline a request. You can customize the confirmation dialog box for both approvals and declines. If you select Yes on the Require confirmation field, you can customize the appearance of the approval and decline confirmation messages. Approval confirmation message Decline confirmation message Approval confirmation message Approve confirmation title: Enter the title for the “Approve Confirmation” dialog box. Maximum 100 characters. Approval confirmation message : Enter the message to be displayed in the approval confirmation dialog box. Maximum 300 characters. Approval confirm button label : Enter the text for the button the user clicks to confirm approval. Maximum 30 characters. Approve cancel button label : Enter the text for the button the user clicks to cancel the approval action. Maximum 30 characters. Decline confirmation message Decline confirmation title : Enter the title for the “Decline Confirmation” dialog box. Maximum 100 characters. Decline confirmation message : Enter the message to be displayed in the decline confirmation dialog box. Maximum 300 characters. Decline confirm button label : Enter the text for the button the user clicks to confirm the decline action. Maximum 30 characters. Decline cancel button label : Enter the text for the button the user clicks to cancel the decline action. Maximum 30 characters. 4. Test your Request Approval action Click Continue . If you want to perform the action live to test the step , click Test step . If you do not want to test the step live, click Skip test . 5. Create conditional or branching logic You can create filters or paths (conditional and branching logic) that will run different steps based on the outcome of this action. Once the approval request is approved or denied, the Status output field will change from “Pending” to “Approved” or “Declined”. However, the available output for this logic depends on what you select for the “ Include a Decline button? ” field: Yes : The Status output field can change to “Approved” or “Declined”. No : The Status output field can change only to “Approved”. Monitor pending approvals When an approval request is sent: The Zap run will appear as Waiting / Delay in Zap history. The Status output field will appear as “pending”. Once a request is approved in Slack, the Status output field will change to “Approved”. Once a request is declined in Slack, the Status output field will change to “Declined”. If you create and publish a new version , any pending Zap runs using the previous Zap version will not run. Pending approval requests will expire after 30 days. Data retention for pending approvals Pending approval requests' data are kept for a maximum of 30 days. You can find pending approvals in Zap history. It can display up to 10,000 runs. Learn more about Zap history storage limits . Next steps Once you’ve completed your Slack trigger and action steps, you can then add subsequent actions steps . If this workflow is shared with other teammates, use Zap notes to explain how the Slack approval bot works. ", "error": null, "slug": "slack", "help_title": "How to set up Slack's Request Approval action in Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/29384048552205-Google-Sheets-error-Zap-not-triggering", "final_url": "https://help.zapier.com/hc/en-us/articles/29384048552205-Google-Sheets-error-Zap-not-triggering", "title": "Google Sheets error: Zap not triggering", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Sheets error: Zap not triggering &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: Zap not triggering Updated May 29, 2026 18:14 When using Google Sheet triggers in your Zap, the Zap does not run even though the spreadsheet was updated. Your Zap is turned on, but there is no corresponding Zap run in your Zap history. Causes This may happen when you make any of the following structural changes to your spreadsheet: Delete existing rows or columns Delete existing rows or columns Google Sheet triggers use a deduplication process to identify new rows. This ensures that your Zap only acts on data it has not processed before. To deduplicate in Google Sheets, Zap workflows use the row number. For example, if you create a new row, making it row 100, the Zap will detect it and trigger. If you then add another new row (row 101), the Zap will only trigger for row 101, as row 100 has already been processed. If you then delete five existing rows from your sheet, the remaining rows get renumbered. Zapier’s deduplication system is still expecting new rows to appear from row 101, and will not trigger when the next 5 rows (96-100) get filled in. Deleting rows or columns can interfere with Zapier’s ability to track processed rows. This can cause Zapier to lose track of which rows it has already processed. As a result, the Zap may miss data. Add rows anywhere other than to the bottom of your street Add rows anywhere other than to the bottom of your sheet New rows only trigger when added to the bottom of the sheet. Any row added into the middle of the sheet would not be considered a new row. Additionally, adding rows into the middle pushes existing bottom rows into a new position and causes the Zap to trigger again for data it has already processed Sort your worksheet Sort your worksheet Sorting your worksheet changes the order of the data. As a result, it interferes with Zapier’s ability to identify which rows it should trigger on. Rename, add, or rearrange columns Rename, add, or rearrange columns If you rename, add, or rearrange the columns, the data in your sheet will not match the Zap’s expected structure. Rename your spreadsheet or worksheet Rename your spreadsheet or worksheet If you rename your spreadsheet or worksheet, the Zap will no longer be able to locate it when it connects to Google Sheets. Add frozen, hidden, or protected columns or rows Add frozen, hidden, or protected columns or rows If any columns or rows are frozen, hidden, or protected, this may affect how Zapier can access the information from your sheet. How to fix it To fix this: Turn your Zap off before making changes to your spreadsheet. Re-test your Google Sheets triggers or actions in any connected Zap workflows. Depending on the changes you made, you may need to remap fields . Alternatively, consider using a different spreadsheet app , such as Zapier Tables . Zapier Tables lets you use your table in the following ways without affecting your Zap workflows: Create views or filters to display subsets of a table’s data. Trigger and continue Zap workflows from records , either manually or automatically, when a record is created or updated. Add rows anywhere within a table. Delete rows within a table. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-sheets", "help_title": "Google Sheets error: Zap not triggering"}
{"url": "https://help.zapier.com/hc/en-us/articles/25804519400461-Google-Sheets-error-There-was-an-error-writing-to-your-Google-Sheets-unable-to-parse-range", "final_url": "https://help.zapier.com/hc/en-us/articles/25804519400461-Google-Sheets-error-There-was-an-error-writing-to-your-Google-Sheets-unable-to-parse-range", "title": "Google Sheets error: There was an error writing to your Google Sheets, unable to parse range", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Sheets error: There was an error writing to your Google Sheets, unable to parse range &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: There was an error writing to your Google Sheets, unable to parse range Updated May 29, 2026 18:14 When you use a create or update action in a Google Sheets step, you see an error message of \"There was an error writing to your Google Sheets, unable to parse range\". This happens when testing the Zap or if the Zap is live. Causes This can happen for a few reasons: A column in the sheet has been removed. The sheet has been renamed. Insufficient permissions. Some of the rows or columns are frozen, hidden, or protected. How to fix it To fix this: Check the sheet name and the range of columns and rows used by your Zap to ensure it matches what you see in Google Sheets. If a field is empty or missing items follow this tutorial . Verify that the Google account connected to the Zap has editor permissions for that sheet. Check if any rows or columns being used by the Zap are frozen, hidden, or protected in Google Sheets. Adjust them, if necessary, as Zap workflows cannot work with frozen, hidden, or protected columns and rows. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-sheets", "help_title": "Google Sheets error: There was an error writing to your Google Sheets, unable to parse range"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495993033997-Common-Problems-with-Typeform", "final_url": "https://help.zapier.com/hc/en-us/articles/8495993033997-Common-Problems-with-Typeform", "title": "Common Problems with Typeform", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Typeform Common Problems with Typeform Updated March 05, 2026 13:11 My Form responses stopped sending to the other app(s) in my Zap Typeform questions are the key that is sent to Zapier, and the response is the value . For example, this response here: Looks like this in Zapier (task history/editor): If you change the wording of your Typeform question after you've set up your Zap, you will want to go into your Zap and re-test the Typeform trigger to pull in some fresher data (with the newly worded questions). Then you will re-select these answers in the action steps of your Zap to \"re-map\" these form responses. Some of the fields from my form are missing If two questions in a Typeform form are exactly the same, we'll only receive the results for the last one that was filled out. You'll need to change the name of the field just slightly in Typeform so that we can tell the difference. I'm seeing 1s or 0s as answers to my questions Any field in Typeform that's set up using the \"Yes/No\" question type will show a 1 for yes and a 0 for no in Zapier. If you want the Typeform data to appear in Zapier as a word or phrase rather than a number, try setting up your form so that it uses the multiple choice question type instead. I'm missing answers to multiple choice questions If you have a multiple choice question and it includes the \"other\" option: you will have to map an additional field in order to make sure you capture responses that used that option. Typeform treats it like a different response than those that used the given options. An easy way to figure out what you have to add is to take the regular response (from one of the given choices) and change the word \"choice\" to \"other\". So if the sample data showed this (list_29962036_choice) you can paste this wherever you need it and it will create the field: {% verbatim %} {{insert-zap-id-here__list_29962036_other}} {% endverbatim %} You can find the Zap ID in your browser's address bar: I'm not getting all the data from a multiple / Picture choice question: For example, I have a multiple choice question that has 4 Options (One, Two, Three, Four) If you only answer 1 and 3 then do a test for the TypeForm Trigger , the editor would only show those 2 options that can then be mapped to the Action template. Now, if I choose all options then do a test for the Typeform Trigger Then all the fields should ", "text": "Common Problems with Typeform &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Typeform Common Problems with Typeform Updated March 05, 2026 13:11 My Form responses stopped sending to the other app(s) in my Zap Typeform questions are the key that is sent to Zapier, and the response is the value . For example, this response here: Looks like this in Zapier (task history/editor): If you change the wording of your Typeform question after you've set up your Zap, you will want to go into your Zap and re-test the Typeform trigger to pull in some fresher data (with the newly worded questions). Then you will re-select these answers in the action steps of your Zap to \"re-map\" these form responses. Some of the fields from my form are missing If two questions in a Typeform form are exactly the same, we'll only receive the results for the last one that was filled out. You'll need to change the name of the field just slightly in Typeform so that we can tell the difference. I'm seeing 1s or 0s as answers to my questions Any field in Typeform that's set up using the \"Yes/No\" question type will show a 1 for yes and a 0 for no in Zapier. If you want the Typeform data to appear in Zapier as a word or phrase rather than a number, try setting up your form so that it uses the multiple choice question type instead. I'm missing answers to multiple choice questions If you have a multiple choice question and it includes the \"other\" option: you will have to map an additional field in order to make sure you capture responses that used that option. Typeform treats it like a different response than those that used the given options. An easy way to figure out what you have to add is to take the regular response (from one of the given choices) and change the word \"choice\" to \"other\". So if the sample data showed this (list_29962036_choice) you can paste this wherever you need it and it will create the field: {% verbatim %} {{insert-zap-id-here__list_29962036_other}} {% endverbatim %} You can find the Zap ID in your browser's address bar: I'm not getting all the data from a multiple / Picture choice question: For example, I have a multiple choice question that has 4 Options (One, Two, Three, Four) If you only answer 1 and 3 then do a test for the TypeForm Trigger , the editor would only show those 2 options that can then be mapped to the Action template. Now, if I choose all options then do a test for the Typeform Trigger Then all the fields should show up on when mapping the action template: My Form isn't available in the dropdown for the New Entry trigger If the form is on a Shared Workspace that is not owned by the user you've connected to Zapier, then you won't have access to it from the dropdown, even if you created the form on the Shared Workspace. However, there is a workaround. If you open the form and grab the string at the end of the URL, you can select Use A Custom Value and still have the form trigger the zap. For example, you can grab the end of the URL from here: And set the trigger up like this: Testing the form returns \"Lorem ipsum dolor.\" Check to make sure that your form has submissions. If it does not, please first submit a response to your form and test the trigger again. If you continue to see \"Lorem ipsum dolor\" returned when testing the trigger, please contact support . The URL for a file upload isn't working These URL's expire 24 hours after a form entry is submitted (which gives the Zap enough time to give the file to the action step/s). If you're setting up a new Zap and need to test the value of a file field, you'll want to make sure a fresh sample is pulled in for a recently submitted entry. Please be sure to also avoid introducing a Delay by Zapier step that will cause a delay of 24-hours or longer, as the following steps will not be able to access the URL after it has expired. ", "error": null, "slug": "typeform", "help_title": "Common Problems with Typeform"}
{"url": "https://help.zapier.com/hc/en-us/articles/25900528877837-Google-Sheets-error-the-app-returned-the-caller-does-not-have-permission", "final_url": "https://help.zapier.com/hc/en-us/articles/25900528877837-Google-Sheets-error-the-app-returned-the-caller-does-not-have-permission", "title": "Google Sheets error: “the app returned” “the caller does not have permission”", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Sheets error: “the app returned” “the caller does not have permission” &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: “the app returned” “the caller does not have permission” Updated August 20, 2025 13:59 When you use a create or update action in Google Sheets, you see an error message of \"the app returned” “the caller does not have permission\". This happens when testing the Zap or if the Zap is live. Causes This happens if you do not have sufficient permissions to edit a spreadsheet. How to fix it To fix this: Open the Google Sheet spreadsheet you want, using the same account that is connected to the Zap. In the top right, click Share . Check you have Editor permission. If you lack Editor permissions, ask the spreadsheet owner to give you Editor access. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-sheets", "help_title": "Google Sheets error: “the app returned” “the caller does not have permission”"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495992982029-How-to-get-started-with-Typeform-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495992982029-How-to-get-started-with-Typeform-on-Zapier", "title": "How to get started with Typeform on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Typeform app on Zapier, you must have: An active Typeform account (free or paid plan). At least one published Typeform ready for integration. Add Zapier to Typeform's", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Typeform How to get started with Typeform on Zapier Updated May 29, 2026 18:14 Typeform and Zapier connect to automate form workflows. You can trigger actions when forms are submitted and create new forms or update existing ones. Prerequisites To use the Typeform app on Zapier, you must have: An active Typeform account (free or paid plan). At least one published Typeform ready for integration. Add Zapier to Typeform's Connect panel . If you want to trigger from partial responses , you must be on a Basic Typeform plan or higher and enable \"Send partial responses to integrations\" in your Typeform account settings. Learn more about Typeform's plan availability for this feature . Connect Typeform to Zapier To create an app connection to Typeform on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Typeform . Click Add connection . A new browser tab or window will open. Log into Typeform to authenticate. Grant Zapier permission to access your account if prompted to. Your Typeform account is now successfully connected to Zapier. Note When you connect Typeform to any app through Zapier, Typeform will automatically submit a test response to your Typeform. You'll find this in your results. About Typeform's app", "text": "How to get started with Typeform on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Typeform How to get started with Typeform on Zapier Updated May 29, 2026 18:14 Typeform and Zapier connect to automate form workflows. You can trigger actions when forms are submitted and create new forms or update existing ones. Prerequisites To use the Typeform app on Zapier, you must have: An active Typeform account (free or paid plan). At least one published Typeform ready for integration. Add Zapier to Typeform's Connect panel . If you want to trigger from partial responses , you must be on a Basic Typeform plan or higher and enable \"Send partial responses to integrations\" in your Typeform account settings. Learn more about Typeform's plan availability for this feature . Connect Typeform to Zapier To create an app connection to Typeform on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Typeform . Click Add connection . A new browser tab or window will open. Log into Typeform to authenticate. Grant Zapier permission to access your account if prompted to. Your Typeform account is now successfully connected to Zapier. Note When you connect Typeform to any app through Zapier, Typeform will automatically submit a test response to your Typeform. You'll find this in your results. About Typeform's app Triggers, searches, and actions Triggers New Entry (Instant) - Triggers when a form is submitted. Searches Lookup Responses - Looks up responses for a given criteria. Actions Duplicates an Existing Form - Duplicates an existing form API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create an Empty Form - Creates a new empty form. Update Dropdown, Multiple Choice or Ranking Question Options - Update Dropdown, Multiple Choice or Ranking Question Options Limitations API rate limits apply . Typeform's Create and Responses APIs are limited to two requests per second per Typeform account, which may affect high-volume Zapier automations. File uploads are limited by Typeform plan (1GB on Basic, 2GB on Plus, 4GB on Business and higher), which may restrict the type of data that can be processed through Zapier. Form is in a Shared Workspace will not appear in the dropdown menu fields unless you are the owner. To use a form you do not own, manually enter the form ID, as a custom value in the dropdown . Templates View all of Typeform's templates . Use cases 7 ways to use the Zapier Typeform integration Typeform to Gmail: How to send an email for new Typeform responses How to automatically add new Typeform responses to Airtable Connect Typeform to Google Sheets and automatically add responses to a spreadsheet How to add leads from Typeform to Salesforce Additional Typeform resources Zapier's Typeform integration page Typeform's Help Center Typeform's API documentation ", "error": null, "slug": "typeform", "help_title": "How to get started with Typeform on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495933589645-How-to-get-started-with-Gmail-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495933589645-How-to-get-started-with-Gmail-on-Zapier", "title": "How to get started with Gmail on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Gmail app on Zapier, you must have: A Gmail account (either free or paid). To send emails from another email address, you must have an alternative email ( email alias ) set up in Gmail. If Google's Advanced Protection Program is enabled on your account, you must disable it to use the Gmail app with Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail How to get started with Gmail on Zapier Updated February 17, 2026 10:05 Gmail and Zapier help you automate your inbox to save time. You can use triggers like new emails or attachments to automatically send new emails, create drafts, or manage labels. Prerequisites To use the Gmail app on Zapier, you must have: A Gmail account (either free or paid). To send emails from another email address, you must have an alternative email ( email alias ) set up in Gmail. If Google's Advanced Protection Program is enabled on your account, you must disable it to use the Gmail app with Zapier. Connect Gmail to Zapier To create an app connection to Gmail on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Gmail . Click Add connection . A new browser tab or window will open. Log into Gmail to authenticate. Grant Zapier permission to access your account if prompted to. Your Gmail account is now successfully connected to Zapier. About Gmail's app", "text": "How to get started with Gmail on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail How to get started with Gmail on Zapier Updated February 17, 2026 10:05 Gmail and Zapier help you automate your inbox to save time. You can use triggers like new emails or attachments to automatically send new emails, create drafts, or manage labels. Prerequisites To use the Gmail app on Zapier, you must have: A Gmail account (either free or paid). To send emails from another email address, you must have an alternative email ( email alias ) set up in Gmail. If Google's Advanced Protection Program is enabled on your account, you must disable it to use the Gmail app with Zapier. Connect Gmail to Zapier To create an app connection to Gmail on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Gmail . Click Add connection . A new browser tab or window will open. Log into Gmail to authenticate. Grant Zapier permission to access your account if prompted to. Your Gmail account is now successfully connected to Zapier. About Gmail's app Triggers, searches, and actions Triggers New Attachment (Polling) - Triggers when you receive a new attachment. New Labeled Conversation (Polling) - Triggers the first time a label is added to a conversation. Replies within that conversation will not trigger again. New Email (Polling) - Triggers when a new email appears in the specified mailbox. New Starred Email (Polling) - Triggers when you receive a new email and star it within two days. New Label (Polling) - Triggers when you add a new label. New Labeled Email (Polling) - Triggers when an email is labeled. Also triggers when a reply is added to the conversation. New Email Matching Search (Polling) - Triggers when you receive a new email that matches a search string you provide. New Conversation (Polling) - Triggers when a new email conversations begins in your inbox. Searches Find Email - Finds an email message. Find or Send Email - Finds or creates a specific message. Actions Add Label to Email - Add a label to an email message. Delete Email - Sends an email message to the trash. Get Attachment by Filename - Retrieves a specific Gmail message attachment by Filename. Create Draft Reply - Create a draft reply to an existing email. Send Email - Create and send a new email message. Remove Label From Conversation - Remove a specified label from all emails within a conversation. Archive Email - Archive an email message. Create Draft - Create a draft email message. Create Label - Creates a new label. Remove Label From Email - Remove a label from an email message. Reply to Email - Send a reply to an email message. Limitations Gmail API has usage limits of 1,200,000 quota units per minute per project and 15,000 quota units per user per minute. Gmail has a limit of up to 15 email clients at a time per account. If you have many email clients getting messages from Gmail at the same time, you may get the error message \"Too many simultaneous connections\". Gmail has sending limits , which are based on the number of messages can be sent per day, the total number of recipients per message, and the overall of recipients per day. Exceeding sending limits can result in account suspension for up to 24 hours, and accounts that send spam might be permanently restricted Different Gmail triggers have specific time limits for detecting emails: New Labeled Email - Unlimited New Starred Email - 2 days New Email - 1 hour New Email Matching Search - 1 hour New Thread - 1 hour New Attachment - 1 hour Gmail and IMAP have poor support for non-C0 unicode characters , which can cause DjangoUnicodeDecodeError or LookupError. Not all HTML tags are supported when sending HTML emails through Zapier. Review the full list of HTML tags that are supported with Gmail . Templates View all of Gmail's templates . Use cases 6 Gmail automation ideas Connect Gmail with Google Sheets Save Gmail attachments to a Google Drive folder How to get Slack notifications for new Gmail messages Google Workspace automation Automate project communication with ClickUp and Gmail Email automation guide Additional Gmail resources Zapier's Gmail integration page Gmail's Help Center Gmail's API documentation ", "error": null, "slug": "gmail", "help_title": "How to get started with Gmail on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/28787201163661-Gmail-error-Invalid-id-value", "final_url": "https://help.zapier.com/hc/en-us/articles/28787201163661-Gmail-error-Invalid-id-value", "title": "Gmail error: Invalid id value", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Gmail error: Invalid id value &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Gmail error: Invalid id value Updated May 29, 2026 18:13 When using Gmail’s Reply in Email action in your Zap workflows, you see the error message “Invalid id value\". You’ll see this error in the details of a Zap run in your Zap's history. Cause This happens when the Thread field does not contain the thread ID (a series of numbers and letters), but instead contains text such as: Full name. The subject of an email. How to fix it If your Zap contains a Gmail trigger, map the Thread ID field as a custom value , from the trigger data, to the Thread field in the Reply in Email action. If your Zap does not contain a Gmail trigger, you must add a Find Email action step. This will provide you with the Thread ID field associated with the email you want to reply to. You can then use a custom value in the Thread field of your Reply in Email action, to map the Thread ID from the Find Email action step. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "gmail", "help_title": "Gmail error: Invalid id value"}
{"url": "https://help.zapier.com/hc/en-us/articles/25394556709517-Gmail-app-restrictions-have-been-removed-for-personal-Gmail-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/25394556709517-Gmail-app-restrictions-have-been-removed-for-personal-Gmail-accounts", "title": "Gmail app restrictions have been removed for personal Gmail accounts", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Gmail app restrictions have been removed for personal Gmail accounts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 Gmail app restrictions have been removed for personal Gmail accounts Updated May 29, 2026 21:51 We're excited to announce an update to the Gmail app on Zapier! Now, both personal and business Gmail accounts can integrate seamlessly with all of our 9,000+ apps without any restrictions. Previously connected app accounts for personal Gmail accounts (emails ending in @gmail.com and @googlemail.com) had app restrictions that limited what Zap workflows you could create. This change means you can start adding any of our 9,000+ apps to your Zap workflows today, without making any adjustments to your Zapier account. Enjoy the full flexibility of automating your workflows with Gmail and the vast selection of apps on Zapier. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null, "slug": "gmail", "help_title": "Gmail app restrictions have been removed for personal Gmail accounts"}
{"url": "https://help.zapier.com/hc/en-us/articles/28552486385677-Gmail-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/28552486385677-Gmail-error-Nothing-could-be-found-for-the-search", "title": "Gmail error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Gmail error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Gmail error: Nothing could be found for the search Updated May 29, 2026 18:13 Symptoms When using any Gmail’s actions in your Zap workflows to send an email with an attachment, you see the error message \"Nothing could be found for the search\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when a matching message cannot be found using the current search operators in the Search String field. How to fix it To fix this issue: Go to your Gmail in your browser. Enter a search operator into the search box . You can combine multiple search operators for more specific results. Learn more about refining your search in Gmail . Alternatively, use the search filter to narrow down your search. The search operator for your filter will appear in the search box . Once you’ve identified the correct search operator(s), add it to your Zap. Example Use in:inbox to search only in your inbox. Use i s:starred to find emails that are starred. Use after:YYYY/MM/DD to find emails sent after a certain date. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "gmail", "help_title": "Gmail error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/28552464599949-Gmail-error-The-app-returned-Unauthorized", "final_url": "https://help.zapier.com/hc/en-us/articles/28552464599949-Gmail-error-The-app-returned-Unauthorized", "title": "Gmail error: The app returned \"Unauthorized\"", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Gmail error: The app returned &quot;Unauthorized&quot; &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Gmail error: The app returned &quot;Unauthorized&quot; Updated May 29, 2026 18:13 When using any Gmail’s actions in your Zap workflows to send an email with an attachment, you see the error message \"Unauthorized\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when your file URL in the Attachment field is not downloadable or publicly accessible. How to fix it To fix this issue: Test if a file’s URL is accessible or downloadable: Open an incognito browser and copy and paste the URL into the address bar. Press Enter on your keyboard. One of the following will happen: The file will display in the browser window if it’s a viewable format. The browser will download the file to your computer. If the file cannot be accessed, you may see an error message. This means Zapier cannot access the file. Learn more about sending files in Zap workflows. Adjust the permission settings on your file to public. If you cannot adjust the permission settings on your file, you will need to add the file to a File Management or Storage app where you can adjust the permissions. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "gmail", "help_title": "Gmail error: The app returned \"Unauthorized\""}
{"url": "https://help.zapier.com/hc/en-us/articles/28741574606093-Gmail-error-Quota-exceeded-for-quota-metric-Queries-and-limit-Queries-per-minute-per-user-of-service-gmail-googleapis-com-for-consumer", "final_url": "https://help.zapier.com/hc/en-us/articles/28741574606093-Gmail-error-Quota-exceeded-for-quota-metric-Queries-and-limit-Queries-per-minute-per-user-of-service-gmail-googleapis-com-for-consumer", "title": "Gmail error: Quota exceeded for quota metric 'Queries' and limit 'Queries per minute per user' of service 'gmail.googleapis.com' for consumer", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Gmail error: Quota exceeded for quota metric &#39;Queries&#39; and limit &#39;Queries per minute per user&#39; of service &#39;gmail.googleapis.com&#39; for consumer &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Gmail error: Quota exceeded for quota metric &#39;Queries&#39; and limit &#39;Queries per minute per user&#39; of service &#39;gmail.googleapis.com&#39; for consumer Updated May 29, 2026 18:13 When using Gmail in your Zap workflows, you see the error message “The app returned \"Quota exceeded for quota metric 'Queries' and limit 'Queries per minute per user' of service 'gmail.googleapis.com' for consumer 'project_number:....\" You’ll see this error in the details of a Zap run in your Zap's history. Your Zap runs will be held in your Zap history. Causes This happens when you have reached your daily API usage limit for Gmail, causing your Zap to throttle ( rate limiting ). This occurs when you have many Zap workflows containing Gmail triggers and actions running at once. How to fix it Zapier Free or Trial plan users Review Gmail’s usage limits . Usage limits vary depending on the type of Gmail account you have. Replay the Zap run . This will retry the steps for your affected Zap runs. Optimize your Zap workflows by removing unnecessary Gmail steps. This will help reduce the number of requests sent to Gmail. Zapier paid plan users Review Gmail’s usage limits . Usage limits vary depending on the type of Gmail account you have. Enable autoreplay for your Zap. This will automatically replay affected Zap runs until all are played. If you’re using Gmail triggers, adjust the flood protection limit for a Zap to reduce it. This can be increased to trigger from 100 to 1,500 new events at once. Add a Delay After Queue step to your Zap , which holds actions for a specific time before running them. Optimize your Zap workflows by removing unnecessary Gmail steps. This will help reduce the number of requests sent to Gmail. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "gmail", "help_title": "Gmail error: Quota exceeded for quota metric 'Queries' and limit 'Queries per minute per user' of service 'gmail.googleapis.com' for consumer"}
{"url": "https://help.zapier.com/hc/en-us/articles/28552227583373-Gmail-error-To-send-a-message-it-needs-at-least-one-To-Cc-or-Bcc-address", "final_url": "https://help.zapier.com/hc/en-us/articles/28552227583373-Gmail-error-To-send-a-message-it-needs-at-least-one-To-Cc-or-Bcc-address", "title": "Gmail error: To send a message, it needs at least one To, Cc or Bcc address", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Gmail error: To send a message, it needs at least one To, Cc or Bcc address &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Gmail error: To send a message, it needs at least one To, Cc or Bcc address Updated May 29, 2026 18:13 When using Gmail’s Send Email or Reply to Email action in your Zap workflows, you see the error message \"To send a message, it needs at least one To, Cc or Bcc address\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step in either the To, Cc, or Bcc field is blank. No email address ( static or dynamic value ) is added to the To, Cc, or Bcc field field. Gmail requires at least one email address in the To, Cc, or Bcc field to send an email. How to fix it To fix this issue: Add a static or dynamic value for the email address to the To, Cc, or Bcc field. If you are using a mapped field to dynamically add the email address, ensure the data from the previous step is consistently sent to the Gmail step, or replace the current mapped field with one that consistently provides an email address value. Re-test your previous step to ensure you have the most current fields. If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the To field does not receive data from the previous step. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "gmail", "help_title": "Gmail error: To send a message, it needs at least one To, Cc or Bcc address"}
{"url": "https://help.zapier.com/hc/en-us/articles/28551942623373-Gmail-error-The-value-in-the-To-field-is-invalid", "final_url": "https://help.zapier.com/hc/en-us/articles/28551942623373-Gmail-error-The-value-in-the-To-field-is-invalid", "title": "Gmail error: The value in the \"To” field is invalid", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Gmail error: The value in the &quot;To” field is invalid &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Gmail error: The value in the &quot;To” field is invalid Updated May 29, 2026 18:13 When using the Gmail Send Email action in your Zap workflows, you see the error message \"The value in the \"To field is invalid\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step in the To field is blank or contains a text value such as a full name. Gmail requires a value in this field to send an email. The email address in the To field is not a valid email address. There are multiple email addresses in the To field, and they are not separated by commas. How to fix it To fix this issue: Ensure the data from the previous step is consistently sent to the Gmail step, or replace the current mapped field with one that consistently provides an email address value. Re-test your previous step to ensure you have the most current fields. If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the To field does not receive data from the previous step. If the mapped field contains the email address within a body of text, add a Formatter step to extract the email address using the text transform . If you have mapped multiple fields containing different email addresses, add commas in between to separate the email addresses. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "gmail", "help_title": "Gmail error: The value in the \"To” field is invalid"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496085668237-Why-isn-t-my-signature-Gmail-displaying-in-the-dropdown", "final_url": "https://help.zapier.com/hc/en-us/articles/8496085668237-Why-isn-t-my-signature-Gmail-displaying-in-the-dropdown", "title": "Why isn't my signature Gmail displaying in the dropdown?", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Why isn&#39;t my signature Gmail displaying in the dropdown? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Why isn&#39;t my signature Gmail displaying in the dropdown? Updated July 17, 2023 13:26 If you would like to include a signature with your emails when using the Send Email or Create Draft actions, you can use the dropdown to select a corresponding default signature HTML for an email/alias on your Gmail account. If you do not see any signature HTML next to an email/alias in the signature dropdown, please verify that you have configured a default signature for the email/alias in your Gmail account settings. At this time, we're only able to retrieve signatures from your account if they set within your Gmail account settings Signature Default > For New Emails Use dropdown. ", "error": null, "slug": "gmail", "help_title": "Why isn't my signature Gmail displaying in the dropdown?"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495966760845-Tips-for-working-with-Google-Calendar-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495966760845-Tips-for-working-with-Google-Calendar-on-Zapier", "title": "Tips for working with Google Calendar on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Tips for working with Google Calendar on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Calendar Tips for working with Google Calendar on Zapier Updated May 29, 2026 18:13 Personalize event colors If you want to create events using specific colors depending on event types, you can map the color IDs to your Google Calendar step, using a lookup table. This will then allow you dynamically update the color of calendar events each time the Zap runs. To do so: Create a lookup table step prior to your Google Calendar step. The key should be set as a value to determine which color the calendar event will be. The values should be set as the desired color IDs . In the Google Calendar step, in the Color field, click three dot icon . In the dropdown menu, select Custom . In the Color field, map the lookup table’s output . This should be the color ID. The color you set for a calendar event is only visible in your personal calendar view. Example This is an example of how event titles determine the calendar event color via a lookup table. Key Value 1:1 1 Team meeting 3 Lunch 5 Google Calendar color event table Color ID Color name Google Calendar UI name Color hex Preview 1 Pale blue Peacock #46d6db 2 Pale green Sage #7ae7bf 3 Mauve Grape #dbadff 4 Pale red Flamingo #ffb878 5 Yellow Banana #fbd75b 6 Orange Tangerine #ff887c 7 Cyan Lavender #a4bdfc 8 Gray Graphite #e1e1e1 9 Blue Blueberry #5484ed 10 Green Basil #51b749 11 Red Tomato #dc2127 Create long delays for Zap workflows If you need to delay an action beyond Zapier’s Delay app ’s one-month limit, you can use Google Calendar as a workaround. This requires two Zap workflows: The first Zap receives the data and creates an event. The second Zap triggers when the event starts and sends the data from the first Zap to another app. Zap 1 : Trigger: Set the trigger app where the data originates. Action: Google Calendar - Create Detailed Event action. Zap 2 : Trigger: Google Calendar - New Event Start trigger Action: Set the action app where you want the data to be sent. Example You have a form where a person can ask for a specific appointment date, which can be up to three months in the future. If you want to send a reminder email to that person one day before the appointment, your first Zap will capture the date entered in the form and save it to Google Calendar as an event. The second Zap then triggers one day before the event starts and sends the event reminder to the person by email. Filter events by status in Zap workflows To filter events based on their status (free or busy), use the Transparency field with a filter step. Free events: An event is considered free when the Transparency field contains data. To filter on free events, create a filter condition that continues if the Transparency field exists . Busy events: An event is considered busy when the Transparency field does not contain data. To filter on busy events, create a filter condition that continues if the Transparency field does not exist . ", "error": null, "slug": "google-calendar", "help_title": "Tips for working with Google Calendar on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495982223629-How-to-get-started-with-Google-Calendar-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495982223629-How-to-get-started-with-Google-Calendar-on-Zapier", "title": "How to get started with Google Calendar on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Calendar app on Zapier, you must have: The necessary permissions to view, add or manage events on the calendar you want to access.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Calendar How to get started with Google Calendar on Zapier Updated May 29, 2026 18:13 Google Calendar and Zapier work together to automate your scheduling. You can connect them to create events from other apps, update calendars, and set up notifications. This integration helps you manage events and trigger workflows across thousands of apps. Prerequisites To use the Google Calendar app on Zapier, you must have: The necessary permissions to view, add or manage events on the calendar you want to access. Connect Google Calendar to Zapier To create an app connection to Google Calendar on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Calendar . Click Add connection . A new browser tab or window will open. Log into Google Calendar to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Calendar account is now successfully connected to Zapier. About Google Calendar's app", "text": "How to get started with Google Calendar on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Calendar How to get started with Google Calendar on Zapier Updated May 29, 2026 18:13 Google Calendar and Zapier work together to automate your scheduling. You can connect them to create events from other apps, update calendars, and set up notifications. This integration helps you manage events and trigger workflows across thousands of apps. Prerequisites To use the Google Calendar app on Zapier, you must have: The necessary permissions to view, add or manage events on the calendar you want to access. Connect Google Calendar to Zapier To create an app connection to Google Calendar on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Calendar . Click Add connection . A new browser tab or window will open. Log into Google Calendar to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Calendar account is now successfully connected to Zapier. About Google Calendar's app Triggers, searches, and actions Triggers New Calendar - Triggers when a calendar is created. (Polling) Event Ended - Triggers when an event ends. (Polling) New or Updated Event - Triggers when an event is created or updated (except when it's cancelled). (Instant) New Event Matching Search - Triggers when an event is created that matches a search. (Polling) Event Cancelled - Triggers when an event is cancelled or deleted. (Polling) Event Start - Triggers when a specified amount of time before an event starts. (Polling) New Event - Triggers when an event is created. (Instant) Searches Retrieve Event by ID - Finds a specific event by its ID in your calendar. Find Busy Periods in Calendar - Finds busy time periods in your calendar for a specific timeframe. Find Event - Finds an event in your calendar. Find or Create Event - Finds or creates a specific event v2. Actions Create Calendar - Creates a new calendar. Create Detailed Event - Create an event by defining each field. Update Event - Updates an event. Only filled fields are updated. Add Attendee(s) to Event - Invites one or more person to an existing event. Delete Event - Deletes an event. Quick Add Event - Create an event from a piece of text. Google parses the text for date, time, and description info. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply per project and per user. Google Calendar API enforces quotas with per-minute limits per project and per-minute per project per user. Free Google accounts have a limit of 500 requests per day, while Google Workspace allows up to 1,000,000 requests per day. Data sent through the Google Calendar API must be in MM/DD/YYYY format regardless of your Google Calendar settings. Incorrect date formats can cause events to be created on wrong dates. In Google Calendar, all-day events end at midnight on the last day, meaning the end date is not included in the visible event duration. To fix this in Zapier, you should adjust the event's end date to be one day later. Repeated events are not supported with the New Event trigger. This is because repeated events have no end date, causing an infinite loop. Instead use the Event Starts trigger for repeated events. Events on calendars you subscribe to do not trigger the New Event trigger. This is because Google does not send accurate creation dates for subscribed calendars, using a default date of Jan 1, 1900 instead. When using the Event Start trigger, the \"Time Before\" field must be set to at least 16 minutes or more on Free plans due to polling intervals (15 minutes), or events might be missed. When using the Update Events action, only events created within the last 7 days show in the \"Event\" dropdown menu. To update older events, you must use a Find Event action to retrieve the Event ID, and then enter that ID as a custom value in the \"Event\" field of the Update Events action. Events on Google-generated calendars (like birthday calendars) can trigger multiple times due to Google changing event IDs, and are not recommended for triggers. Templates View all of Google Calendar's templates . Use cases Automate Google Calendar events & notifications 5 calendar automation ideas How to create detailed Google Calendar events using Zapier How to create Google Calendar events from Google Sheets How to integrate Google Calendar with Notion Add new Google Calendar events to Todoist as tasks Create Microsoft To Do tasks from Google Calendar How to Use Google Calendar and Twilio to Setup a Support Shift Rotation Additional Google Calendar resources Zapier's Google Calendar integration page Google Calendar's Help Center Google Calendar's API documentation ", "error": null, "slug": "google-calendar", "help_title": "How to get started with Google Calendar on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496101927181-What-HTML-tags-are-supported-in-Gmail", "final_url": "https://help.zapier.com/hc/en-us/articles/8496101927181-What-HTML-tags-are-supported-in-Gmail", "title": "What HTML tags are supported in Gmail?", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "What HTML tags are supported in Gmail? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail What HTML tags are supported in Gmail? Updated December 18, 2025 22:06 Not all HTML tags are supported in Gmail actions. Below is a list of supported and unsupported tags. If an unsupported tag is added to the body of the email, it will not be sent with the message. Supported HTML tags <a> <abbr> <acronym> <address> <area> <b> <bdo> <big> <blockquote> <br> <button> <caption> <center> <cite> <code> <col> <colgroup> <dd> <del> <dfn> <dir> <div> <dl> <dt> <em> <fieldset> <font> <form> <h1> <h2> <h3> <h4> <h5> <h6> <hr> <i> <img> <input> <ins> <kbd> <label> <legend> <li> <map> <menu> <ol> <optgroup> <option> <p> <pre> <q> <s> <samp> <select> <small> <span> <strike> <strong> <sub> <sup> <table> <tbody> <td> <textarea> <tfoot> <th> <thead> <u> <tr> <tt> <u> <ul> <var> Unsupported HTML tags <applet> <article> <aside> <audio> <base> <basefont> <bdi> <bgsound> <blink> <body> <aside> <audio> <base> <basefont> <bdi> <bgsound> <blink> <body> <canvas> <content> <data> <datalist> <decorator> <details> <dialog> <element> <embed> <figcaption> <figure> <footer> <frame> <frameset> <head> <header> <hgroup> <html> <iframe> <isindex> <keygen> <link> <listing> <main> <mark> <marquee> <menuitem> <meta> <meter> <nav> <nobr> <noframes> <noscript> <object> <output> <param> <picture> <progress> <rp> <rt> <ruby> <script> <section> <shadow> <source> <spacer> <style> <summary> <template> <time> <title> <track> <video> <wbr> <xmp> ", "error": null, "slug": "gmail", "help_title": "What HTML tags are supported in Gmail?"}
{"url": "https://help.zapier.com/hc/en-us/articles/45405543131021-Run-longer-Code-steps-with-extended-runtimes", "final_url": "https://help.zapier.com/hc/en-us/articles/45405543131021-Run-longer-Code-steps-with-extended-runtimes", "title": "Run longer Code steps with extended runtimes", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Run longer Code steps with extended runtimes &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2026 Run longer Code steps with extended runtimes Updated May 29, 2026 18:15 Code by Zapier action steps can now run for up to 10 minutes with extended runtimes. If your Code steps are failing with timeout errors, you can increase the runtime to give your code more time to complete. Available on plans: Free Professional Team Enterprise Note Billing for extended runtimes begins June 15, 2026. Until then, this feature is free to use. Learn how Code by Zapier usage is measured . What does this mean for you? If you've hit the runtime ceiling on Code steps or had to split logic across multiple Zap workflows, extended runtimes let you consolidate that work into a single step. Longer execution times: Configure a custom max runtime in your Code step settings, up to 10 minutes. Multi-API workflows: Chain multiple API calls, process large datasets, or run complex LLM operations without worrying about timeouts. Works with JavaScript and Python: Extended runtimes are available for both supported languages. Availability Extended runtimes are available for Code by Zapier actions only. Triggers do not support extended runtimes. Get started Learn how to configure extended runtimes for Code steps . ", "error": null, "slug": "code", "help_title": "Run longer Code steps with extended runtimes"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495964746381-Common-Problems-with-Google-Calendar", "final_url": "https://help.zapier.com/hc/en-us/articles/8495964746381-Common-Problems-with-Google-Calendar", "title": "Common Problems with Google Calendar", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Google Calendar &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Calendar Common Problems with Google Calendar Updated May 29, 2026 18:13 Why are the Summary and Description fields missing? If the calendar doesn't belong to you or hasn't been shared with you, Google will not provide the Summary or Description fields. To fix this, have the owner share the calendar with you (even if it's already public). Why aren't repeated events triggering? Repeated events in Google Calendar aren't supported with the New Event trigger in Zapier. A repeated event would cause an infinite amount of Tasks to occur since when created they have no end date by default. To trigger off a repeated event, use the Event Starts trigger. My events are being created for the wrong date and/or time There are a few reasons why events might be created for the wrong time or date by a Zap. Are you creating an all-day event? All-day events in Google Calendar end at midnight on the last day, so they're exclusive of the end date. For example, an event created via Zapier for August 10 - August 15 will appear to span August 10 - August 14 in Google Calendar, because the event will end at 12:00:00 on August 15. To fix this: Update your trigger data so that it lasts for an extra day. Or, modify the end date in your Zap directly by adjusting the date/time to include +1d . This will cause the event to last for an extra day. Are your timezone settings correct? Check the timezone setting of both the trigger and action apps, and in Zapier. When the timezones don't match between apps, this can cause the event not to be created on the expected date and time. To fix this: Change your timezone in your Zap settings . Check your Google Calendar timezone settings . Refer to the help documentation of any other app in your Zap, to check the timezone on that app. You may also want to check that app's help pages on Zapier to see if there are any known limitations or restrictions for date/time fields. Is the event created on the wrong date, specifically with the month and day switched? Regardless of the settings in your Google Calendar, data sent through their API (as Zapier does) must be in MM/DD/YYYY format. So, if you try to send an event for April 7, 2021 as 07/04/2021 , Google Calendar will interpret that as July 4, 2021. The dates need to be in MM/DD/YYYY format to ensure Google Calendar adds the event to the correct date(s). If your trigger is sending the data in DD/MM format, you can use a Formatter step to reformat the date. Are you using the \"Quick Add Event\" action? If you're using the Quick Add Event action instead of the Create Detailed Event action, there are some specific guidelines that must be followed to make sure that Google Calendar can interpret the date and time correctly. Is your detailed event appearing in the calendar for the same time the Zap ran? This may happen if the start and end time/date are invalid. Events created with an invalid start or end date will be created for the time your Zap runs. None of these describes my problem If none of these steps addresses your problem, try to use Formatter by Zapier or date/time modifications to correct any date differences between apps. The \"New Event Matching Search\" trigger is firing too often or on old events If older events in Google Calendar are updated, this can cause the Zap to trigger on them. When checking for events on Google Calendar, Zapier looks at the last updated date and gets any events updated in the last three days, regardless of when they were created. To avoid this, you can add a Filter step , to check if the Created at date is after a certain date, such as the Zap's creation date, and avoid old events triggering the Zap. My events aren't showing up in Google Calendar, but the Zap says it was successful If you set the start and end date/time to the exact same time you might not see the event in Google Calendar in some views. If you click on agenda view in Google Calendar you will see the event show up. Google Calendar doesn't show events with a length of 0 minutes in some of their view options. If you need your event to show up in other views in Google Calendar use the Zapier date/time modifiers to adjust the end date/time. Adding at least 15 minutes to the end date/time will ensure it's displayed in other views. Some events are missed by the \"Event Start\" trigger This can happen if you set the field Time Before for an interval shorter than what your plan allows. Event Start is a polling trigger , so the interval depends on the plan. The Free plan, for example, check for updates in the trigger app every 15 minutes. This means you'll need to set the Time Before field to 16 minutes or more, or the Zap might miss some events. With the \"New Event\" trigger, events on a calendar I subscribe to do not trigger the Zap For the New Event trigger, Zapier has some logic in place to filter out old events. On calendars that you subscribe to, however, Google does not send an accurate creation date, and uses a default date of Jan 1, 1900. This causes the events to be filtered out. The recommended workaround is to use the Event Start trigger and set it to look several weeks ahead. With this trigger, if you set the Time Before field to be 2 weeks, it will trigger on events that start 2 weeks from now. If you then schedule an event that is less than 2 weeks away, it will trigger on those events as well. Error: 403 Forbidden when adding events This usually indicates you do not have permissions to edit or add events to the calendar you picked. To fix this, ask the calendar owner to give you editing privileges on Google Calendar, and then reconnect your Google Calendar account in Zapier. Events on the Google-generated birthday calendar trigger multiple times Google changes the ID of events on their auto-generated calendar in a way that causes the same event to trigger multiple times. We don't recommend building zaps that trigger on Google-generated calendars. Error: 400 Bad Request The specified time range is empty If you have start and end times being sent to Google Calendar, but receive this error, it could be because the start time is after the end time. Check the mapping of your zap to ensure the start and end times are accurate. My \"Quick Add Event\" action isn't behaving the way that I expect The Quick Add Event action requires all details to be available and in a format readable by Google Calendar. In most cases, using the Create Detailed Event action helps prevent issues. To ensure the event is created correctly using the Quick Add Event action, make sure details follow the order: what, where, when . Tip If you enter an event with no date, it will be added for the time the Zap runs. If you don't enter a start time, an all-day event will be created. If you don't enter an end time, an hour-long event will be created. I've added attendees using the Quick Add Event, but they didn't receive invites to the event With this action, invitees will be added directly to it, and no invitation is sent. If you'd like to send the user an invitation that they can accept/reject, use the Create Detailed Event action instead. \"Event Updated\" is triggering multiple times on the same event If you have a repeated event and you update the series, the Zap will trigger once per event. So if the event repeats 10 times, it will trigger 10 times. There isn't a way around this, as each individual calendar entry in a series is considered its own event. The Event Updated trigger will fire for calendar events autogenerated by Google, such as: birthday calendars, imported .ics files, imported .csv files. The Event Updated trigger will also fire whenever you update a recurring event and choose to update multiple events in the series. Find Event action isn't finding my event Google Calendar may not find an event if the name or description contains an underscore _ . When trying to find an event that contains an underscore, the Search Term field will only work if it's an exact match, or uses one of the other terms in the title or description field. Example If your event is called \"Meeting with zapier_team\", the Zap will find it with the following terms: meeting zapier_team It won't find the event if the search terms are \"zapier\" or \"team\". How does the \"Time Before\" field work in the \"Event Start\" trigger? The Time Before field allows you to decide how in advance of the event start the Zap will trigger. This field includes events that are created within that time window. For example, if you have Time Before set to 3 days, a new event created for the next day will trigger the Zap in the next time it searches for new information, as that's within the upcoming 3-day period. I want to book a room for my meeting You can book resources and rooms by adding them to events as attendees, using their email address. When they receive the invitation, they automatically accept or decline the event based on the availability and permissions of the event creator. Error: \"Object of type datetime is not JSON serializable\" This can happen when the field Repeat Until is used. Ensure that the date on that field is not before the End Time field. You can test this by removing the value in Repeat Until to see if this prevents the error from appearing. \"Update Event\" doesn't show the event I want to update Only events created within the last 7 days will show in the Event dropdown menu. To update events created earlier than this, add a Find Event step to get the Event ID. Then, in the Event dropdown menu for the Update Event step, select Custom and paste in that ID. You can delete the Find Event step after getting the ID. I am trying to test the \"Event Start\" trigger, but it doesn't work When testing an Event Start trigger in Google Calendar, ensure your test event is due to start at least 15 minutes before the current time. How do I know if an event is Free or Busy? If an event is Free, a field called Transparency will appear in your data. This field doesn't appear if an event is Busy. ", "error": null, "slug": "google-calendar", "help_title": "Common Problems with Google Calendar"}
{"url": "https://help.zapier.com/hc/en-us/articles/45230556598157-Migrate-from-Zapier-Functions-to-Code-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/45230556598157-Migrate-from-Zapier-Functions-to-Code-by-Zapier", "title": "Migrate from Zapier Functions to Code by Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Migrate from Zapier Functions to Code by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Migrate from Zapier Functions to Code by Zapier Updated July 13, 2026 10:01 Zapier Functions is being deprecated on September 1, 2026. This guide maps each Functions feature to Code by Zapier and explains migration paths for secrets, app actions, and Python code. Before you start Copy your function code. From the Functions home , open each function and save your Python code locally before the September 1, 2026 shutdown date. List your functions and triggers. Note which apps, triggers, and actions each function uses. Review Code by Zapier docs: JavaScript code in Zap workflows , Python code in Zap workflows , Use the Zapier SDK in Code steps , and How to get started with API by Zapier . Timeline Date What happens June 1, 2026 Functions is no longer accepting new users. Start planning your migration. September 1, 2026 All functions stop running. Migrate your workflows before this date. Feature comparison Functions feature Code by Zapier equivalent Notes Python code Python or JavaScript code Use JavaScript if you need the Zapier SDK. Third-party packages npm and PyPI packages Available on Zapier paid plans. zapier.action (authenticated app calls) Zapier SDK (JavaScript only) (Optional) Replace zapier.action with the Zapier SDK Multiple triggers Sub-Zap Create one Zap per trigger, or share logic in a sub-Zap. Secrets (API keys, tokens) API by Zapier + Zapier SDK (JavaScript only) (Optional) Replace secrets with API by Zapier Multiple code files Single Code step Combine logic into one step, or split across multiple Zap steps. Copilot in Functions AI-assisted code generation Built into the Code editor. Deploy and rollback Zap publishing Use Zap version history to manage changes. 5-minute runtime Extended runtimes Code steps can run up to 10 minutes on paid plans. 1,500 tasks per month Tasks counted per Zap run Standard task usage applies. Step-by-step migration 1. Create a new Zap with a trigger Each function trigger becomes a separate Zap trigger. If your function had multiple triggers, create one Zap per trigger or share code logic in a sub-Zap . Create a Zap with the same trigger your function used. For trigger setup, go to Set up your Zap trigger . 2. Add a Code by Zapier step JavaScript (required for the Zapier SDK or API by Zapier): Use JavaScript code in Zap workflows Python (when you do not need the SDK): Use Python code in Zap workflows 3. Adapt your code for Code by Zapier Choose your migration path: Python code without zapier.action or secrets: Reuse much of your code in a Python Code step. Update how input and output data are handled. zapier.action calls: Rewrite in JavaScript using the Zapier SDK . Secrets or custom API calls: Use API by Zapier with the Zapier SDK . Do not use fetch for these calls. Python (Functions) JavaScript (Code by Zapier) input_data['key'] inputData.key or inputData['key'] output = {'key': 'value'} output = {key: 'value'} print(value) console.log(value) import requests Use fetch , or API by Zapier with the Zapier SDK for authenticated calls requests.get(url) await fetch(url) requests.post(url, json=data) await fetch(url, {method: 'POST', body: JSON.stringify(data), headers: {'Content-Type': 'application/json'}}) try: ... except: try { ... } catch (error) { ... } zapier.action.app.action_key(params={...}) Zapier SDK : await app.write.action_key({inputs: {...}}) Tip Use AI-assisted code generation in the Code editor to help adapt your code. (Optional) Replace secrets with API by Zapier Use this section if your function stored API keys or tokens as secrets. Code by Zapier cannot store secrets like API keys in your code. If you need to call an app Zapier does not support, or an API endpoint that is not in the standard app integration, use API by Zapier with the Zapier SDK . That is the safest way to make authenticated calls without putting credentials in your code. Follow Add the Zapier SDK to a Code step to set up the step and attach your API by Zapier connection. Before: Zapier Functions After: Code by Zapier import requests response = requests.post( \"https://api.example.com/v1/items\", json={\"name\": input_data[\"name\"]}, headers={\"Authorization\": f\"Bearer {secrets['api_token']}\"}, ) import { createZapierSdk } from '@zapier/zapier-sdk'; const zapier = createZapierSdk(); export default async function main({inputData, connections}) { const api = zapier.apps.api_by_zapier({ connectionId: connections['api_by_zapier'], }); const { data: result } = await api.write.custom_request({ inputs: { method: 'POST', url: 'https://api.example.com/v1/items', body: JSON.stringify({ name: inputData.name }), }, }); return { result }; } connections['api_by_zapier'] must match the Account ID Variable for your API by Zapier connection. (Optional) Replace `zapier.action` with the Zapier SDK Use this section if your function used zapier.action to call app actions. Follow Add the Zapier SDK to a Code step to enable the SDK and attach your app connections. Before: Zapier Functions After: Code by Zapier zapier.action.slack.send_channel_message( params={\"channel\": \"#general\", \"text\": \"Hello\"}, type_of=\"write\", ) import { createZapierSdk } from '@zapier/zapier-sdk'; const zapier = createZapierSdk(); export default async function main({inputData, connections}) { const slack = zapier.apps.slack({ connectionId: connections['slack'] }); await slack.write.channel_message({ inputs: { channel: \"CHANNEL_ID\", text: \"Hello\", }, }); return { success: true }; } connections['slack'] must match the Account ID Variable for your Slack connection. inputs replaces params . (Optional) Replace Python libraries Use this section if your function relied on Python libraries beyond the standard library. Python (built-in) JavaScript (built-in) Purpose requests fetch HTTP client print console.log Debugging StoreClient StoreClient Store and retrieve data between Zap runs BeautifulSoup Not applicable Parse HTML and XML content For other libraries, add third-party packages to your Code step . 4. Test and publish Test your Zap steps , remap fields in downstream steps if needed, then publish your Zap. Once confirmed, stop or remove the original function. Related resources Zapier Functions is being deprecated Code by Zapier help documentation Get help Early Access Program (EAP) users: Ask questions in Zapier's EAP Slack . All customers: Contact Zapier Support for help with your migration. ", "error": null, "slug": "code", "help_title": "Migrate from Zapier Functions to Code by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/45405528551181-Using-Code-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/45405528551181-Using-Code-by-Zapier", "title": "Using Code by Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Using Code by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Using Code by Zapier Updated July 13, 2026 10:01 Code by Zapier lets you run custom JavaScript or Python code as steps in your Zap workflows. Use code steps to transform data, perform calculations, make API calls, or handle logic that is not possible with built-in Zapier actions. Code steps work as both triggers and actions. Action steps can use the Zapier SDK to call other Zapier apps directly from your code, and can install third-party packages from npm or PyPI. When to use Code steps Code steps are useful when you need to: Transform data in ways that Formatter cannot handle Make API calls to services that do not have a Zapier integration Call APIs with stored credentials without exposing keys in your code (using API by Zapier with the Zapier SDK) Perform calculations or complex logic Parse or generate structured data like JSON or XML Orchestrate multiple apps in a single step using the Zapier SDK Get started Use JavaScript code in Zap workflows Use Python code in Zap workflows Limitations Runtime limits On Professional, Team, and Enterprise plans, Code by Zapier action steps can run for up to 10 minutes using extended runtimes . Extended runtimes are useful for multi-API orchestration, LLM chaining, data-heavy transforms, and complex automation patterns. Every Code step also has a standard runtime before it times out. If your code exceeds the configured limit, the step fails with a timeout error. Plan Standard runtime Memory Free 1 second 512 MB Trial Matches the plan you're trialing 512 MB Professional 30 seconds 512 MB Team 30 seconds 512 MB Enterprise 2 minutes 512 MB Learn how to configure extended runtimes for Code steps and how Code by Zapier usage is measured . Authenticated API calls Code by Zapier does not support storing secrets in code. To make authenticated API calls safely: Apps with a Zapier integration: Use the Zapier SDK with your app connections . Credentials are handled automatically and are not exposed in your code. Apps without a Zapier integration, or API endpoints not available in standard app actions: Use an API by Zapier connection with the Zapier SDK. Credentials are stored in the connection and injected by Zapier. They are not exposed in your code, Zap history, or logs. If you're migrating from Zapier Functions, learn more in Migrate from Zapier Functions to Code by Zapier . Rate limits Code steps are rate limited to prevent overloading Zapier's infrastructure. When your Zap exceeds these limits, runs are held until the limit resets. Plan Rate limit Free 10 requests every 60 seconds Trial 75 requests every 10 seconds Professional and Team 225 requests every 10 seconds Enterprise 225 requests every 10 seconds Learn more about Code by Zapier rate limits . Other limits Extended runtimes and the Zapier SDK are not available for Code triggers, only actions. For Code triggers, you cannot map fields from previous Zap steps. For Code actions, use the Input Data dictionary to pass data from previous steps into your code. Dates and times in Code steps use the UTC timezone, even if a different one is set for your account or Zap. Only JavaScript (Node.js 22) and Python 3.13 are supported. Related resources How is Code by Zapier usage measured? Use the Zapier SDK in Code steps Use third-party packages in Code steps Configure extended runtimes for Code steps How to get started with API by Zapier Migrate from Zapier Functions to Code by Zapier JavaScript code examples Python code examples Troubleshooting Code (JavaScript) ", "error": null, "slug": "code", "help_title": "Using Code by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/45405513032461-Configure-extended-runtimes-for-Code-steps", "final_url": "https://help.zapier.com/hc/en-us/articles/45405513032461-Configure-extended-runtimes-for-Code-steps", "title": "Configure extended runtimes for Code steps", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Configure extended runtimes for Code steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Configure extended runtimes for Code steps Updated June 15, 2026 16:03 Extended runtimes allow Code by Zapier action steps to run longer than the default limits, up to 10 minutes depending on your plan. If your Code steps are failing with timeout errors, you can increase the runtime to give your code more time to complete. Extended runtimes are also useful for multi-API orchestration, LLM chaining, data-heavy transforms, or complex automation patterns. Available on plans: Free Professional Team Enterprise Note Starting June 15, 2026, extended runtimes will be enabled in phases across all accounts, and billing will begin at the same time. Learn how Code by Zapier usage is measured . Limitations The maximum total runtime depends on your plan and is a combination of your plan's base runtime and any extended runtime you select. Extended runtimes are available for Code by Zapier actions only. Triggers do not support extended runtimes. Before you begin To configure extended runtimes, you need: A Zapier account on a Professional, Team, or Enterprise plan. A Zap with a Code by Zapier action step. Configure extended runtimes Open your Zap in the Zap editor. Click your Code by Zapier action step. Click Open in Code Editor . In the left sidebar, click the Runtime icon. In the Extended runtime dropdown, select your desired runtime. The options available depend on your plan's base runtime limit . You can then continue editing your code or publish your Zap with the updated runtime. Troubleshooting If your step reaches the maximum runtime you've configured without finishing its run, a timeout error appears in your Zap history . To resolve this: Increase the runtime. Optimize your code to run faster. Related resources Using Code by Zapier Use JavaScript code in Zap workflows Use Python code in Zap workflows ", "error": null, "slug": "code", "help_title": "Configure extended runtimes for Code steps"}
{"url": "https://help.zapier.com/hc/en-us/articles/43800622540045-Use-third-party-packages-in-Code-steps", "final_url": "https://help.zapier.com/hc/en-us/articles/43800622540045-Use-third-party-packages-in-Code-steps", "title": "Use third-party packages in Code steps", "auth_signals": [], "prerequisites": "Prerequisites You must have a paid Zapier account to use packages in your Code steps. You need to know the package name you want to use. The package must be publicly available on npm (for JavaScript) or PyPI (for Python). Your responsibilities Note Because you're selecting which third-party packages to use in Code by Zapier (if any), this feature is provided \"as-is\", with no additional warranty or support beyond what is already included for Code by Zapier. When using third-party packages, you (and not Zapier) are responsible for: Selecting packages. Zapier does not provide legal review, code review, or security vetting of third-party packages. Selecting unsuitable code could have undesired or otherwise negative impacts on your workflows, which Zapier is not responsible for. Reviewing licenses. Review and comply with the license and terms of any packages you choose to use. Troubleshooting. Zapier Support cannot help debug code that uses third-party packages. Refer to the package's documentation for help. Security. Packages run with the same permissions as your code. Avoid packages from unknown or untrusted sources. Ongoing maintenance. Packages may become deprecated or develop vulnerabilities. You are responsible for monitoring and updating your packages as needed. Treat packages as third-party software you choose to run in your own environment, subject to each package's license and security posture. Add a package to your Code step 1. Add the package In your Code step, in the ", "connect_steps": "", "text": "Use third-party packages in Code steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Use third-party packages in Code steps Updated May 29, 2026 18:14 You can import public npm (JavaScript) and PyPI (Python) packages in your Code by Zapier steps. This allows you to use community-tested libraries for tasks like parsing documents, transforming data, advanced date manipulation, and more. Available on plans: Free Professional Team Enterprise Note Code by Zapier is an advanced feature. If you're not familiar with JavaScript or Python, ask a developer for help. Contact Support based on your plan for help with how Code by Zapier processes code only. Zapier does not provide support for writing, debugging, or troubleshooting code. For more help, visit the Zapier Community's Code resources . Prerequisites You must have a paid Zapier account to use packages in your Code steps. You need to know the package name you want to use. The package must be publicly available on npm (for JavaScript) or PyPI (for Python). Your responsibilities Note Because you're selecting which third-party packages to use in Code by Zapier (if any), this feature is provided \"as-is\", with no additional warranty or support beyond what is already included for Code by Zapier. When using third-party packages, you (and not Zapier) are responsible for: Selecting packages. Zapier does not provide legal review, code review, or security vetting of third-party packages. Selecting unsuitable code could have undesired or otherwise negative impacts on your workflows, which Zapier is not responsible for. Reviewing licenses. Review and comply with the license and terms of any packages you choose to use. Troubleshooting. Zapier Support cannot help debug code that uses third-party packages. Refer to the package's documentation for help. Security. Packages run with the same permissions as your code. Avoid packages from unknown or untrusted sources. Ongoing maintenance. Packages may become deprecated or develop vulnerabilities. You are responsible for monitoring and updating your packages as needed. Treat packages as third-party software you choose to run in your own environment, subject to each package's license and security posture. Add a package to your Code step 1. Add the package In your Code step, in the Code editor: Click the Packages icon on the left sidebar. Click Update Code . Click Add new package . In the Package name field, enter the name of the package you want to use. The name is case-sensitive. (Optional) In the Package version field, enter a specific version number . If left blank, the latest version is used. Click Save . 2. Import and use the package in your code Next to your package, click the Copy icon to copy the import statement. Paste it in the Code editor. For JavaScript, your code must use the export default async function main() wrapper. Code by Zapier adds it automatically when you add a package. For Python, no special wrapper is required. Edit a package You can change the package name or version. Editing the version is often the most useful, for example to pin a specific version or fix compatibility issues. In your Code step, in the Code editor: Next to your package, click the more icon . In the dropdown menu, click Edit package . Edit the package name or version as needed. Click Save . Limitations Package install and code execution have separate time limits per run. Execution time limits vary by plan . Install time limits are 120 seconds for Enterprise and 30 seconds for all other paid plans. Memory is limited to 512 MB of RAM across all plans. Only ESM (ECMAScript Module) JavaScript packages are supported. Packages that use only CommonJS (CJS) will not work. Native modules are not supported. Packages that require compiled binaries or native system modules will not work. If you try to use an unsupported package, you'll receive an error message. Private registries are not supported. You can only use packages from the public npm and PyPI registries. Package size affects performance. Large packages may increase installation time and could cause timeouts. If you experience timeouts, try using a smaller or more focused package. Zapier does not scan packages for security vulnerabilities. Review the package's security posture before using it. Troubleshooting Any errors thrown by a package during installation or execution are surfaced in your Zap history , the same way other Code by Zapier errors appear. Review your Zap history to diagnose package-related issues. Unsupported package error Some packages are not compatible with the Code by Zapier environment: Packages requiring native binaries or system-level access will not work. Try finding an alternative package that provides similar functionality without native dependencies. Timeout during package installation Large packages may take longer to install: Consider using a smaller, more focused package. If possible, import only the specific functions you need rather than the entire package. Related resources Use JavaScript code in Zap workflows Use Python code in Zap workflows JavaScript code examples in Zap workflows Python code examples in Zap workflows Use the Zapier SDK in Code steps Code by Zapier rate limits ", "error": null, "slug": "code", "help_title": "Use third-party packages in Code steps"}
{"url": "https://help.zapier.com/hc/en-us/articles/45230540637453-Important-update-Zapier-Functions-is-being-deprecated", "final_url": "https://help.zapier.com/hc/en-us/articles/45230540637453-Important-update-Zapier-Functions-is-being-deprecated", "title": "Important update: Zapier Functions is being deprecated", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Important update: Zapier Functions is being deprecated &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2026 Important update: Zapier Functions is being deprecated Updated May 29, 2026 18:16 Zapier Functions is being deprecated on September 1, 2026. Zapier is consolidating its code capabilities into Code by Zapier , which runs natively inside your Zap workflows and supports both JavaScript and Python. Code by Zapier also offers npm and PyPI packages, AI-assisted code generation, and the Zapier SDK (JavaScript only). If you have workflows that use Zapier Functions, migrate them to Code by Zapier before September 1, 2026. After that date, Functions will no longer be available. What's changing Zapier Functions is no longer accepting new users. You cannot sign up for Functions or create new functions after June 1, 2026. Existing functions continue to run until September 1, 2026. Your deployed functions will keep working until the shutdown date. After September 1, 2026, all functions will stop running. Deployed functions will no longer execute, and the Functions interface will no longer be accessible. Your code is preserved. No code will be deleted in 2026. You can copy your function code at any time before the shutdown. What to do next Migrate your Functions workflows to Code by Zapier. Code by Zapier supports both Python and JavaScript. Review the migration guide. Follow the step-by-step instructions in Migrate from Zapier Functions to Code by Zapier for details on recreating your workflows. Copy your function code. From the Functions home , open each function and copy your code before the shutdown date. Rebuild your workflows in Code by Zapier. Create new code steps in your Zap workflows using JavaScript or Python . To call app actions from code, use the Zapier SDK (JavaScript only). Test and publish your updated Zap workflows. After replacing your Functions steps, test each Zap to confirm it works, then publish it. Related resources Migrate from Zapier Functions to Code by Zapier Code by Zapier help documentation Get help Early Access Program (EAP) users: Ask questions in Zapier's EAP Slack . All customers: Contact Zapier Support for help with your migration. Note This information was accurate at the time of publication. Check the latest product update notes for any updates or changes. ", "error": null, "slug": "code", "help_title": "Important update: Zapier Functions is being deprecated"}
{"url": "https://help.zapier.com/hc/en-us/articles/15666688064013-Generate-a-Code-step-using-AI-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/15666688064013-Generate-a-Code-step-using-AI-Beta", "title": "Generate a Code step using AI (Beta)", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Generate a Code step using AI (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Generate a Code step using AI (Beta) Updated March 31, 2026 16:19 You can use Code with AI to help you generate JavaScript or Python to use in your Zap. Describe what you'd like to do in your Code step, and AI will generate the code for you. Beta AI-powered Code steps are a beta feature . It's available for use, but still in active development and may change. Set up your AI-powered Code step In your trigger or action step, above the Code field, click Generate with AI . In the dialog box, enter a prompt that describes your desired code. Click Generate code . Review the generated code. Then you can: Click the back arrow icon , then edit the prompt and click Generate code to try again. Click the back arrow icon , keep the same prompt, then click Generate code to create new code using the same prompt. Click Add code to accept the generated code and add it to your Code step. Click Cancel to manually enter your code. When the dialog box closes, click Continue . In the Test tab, click Test step . Review your test results . How to write your prompt Use plain language in your prompt. You do not need to use technical language. Avoid ambiguity–be clear and concise. You can manually edit your AI-generated code at any time. For action steps, you can reference: Input data from your Code step. Data from previous steps to add it as input data in your Code step for you. If you’re making a request to a specific API, it is recommended to include the name of the API in your prompt. Example Here are some example prompts: Get the current date and time and return it in the format: YYYY-MM-DD HH:MM:SS as an object. Split the full name input into first and last. Make an API request to the Star Wars API (swapi.dev) for details on the character name in the input and return the result. Check if the value provided is prime. Pad the amount given in inputData to the number of decimal places given in inputData. ", "error": null, "slug": "code", "help_title": "Generate a Code step using AI (Beta)"}
{"url": "https://help.zapier.com/hc/en-us/articles/44955499643917-Use-the-Zapier-SDK-in-Code-steps", "final_url": "https://help.zapier.com/hc/en-us/articles/44955499643917-Use-the-Zapier-SDK-in-Code-steps", "title": "Use the Zapier SDK in Code steps", "auth_signals": [], "prerequisites": "Prerequisites A Zapier account on any plan. At least one app connection in your Zapier account. Familiarity with JavaScript. Add the SDK to a Code step 1. Add a JavaScript Code step In the Zap editor, click the + icon to add a new step. Search for and select Code . Click the Action event dropdown menu and select Run JavaScript . Click Continue . 2. Enable SDK In the Code section of the Configure tab: Click the Packages icon . Click the @zapier/zapier-sdk (latest) toggle switch on. Zapier automatically imports the package code at the top of the code file. 3. Add your app connections You can create or select your existing app connections to securely call those apps from your Code step. Click the App connection icon. Click + Add connection . Search for and select the app you want to use. Click the Select account connection dropdown menu and select an existing account. - If you need to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Use the Zapier SDK in Code steps Updated July 13, 2026 10:01 The Zapier SDK lets you use your existing Zapier app connections directly from a JavaScript Code by Zapier step. Run any app action, make authenticated API calls, and orchestrate multi-step workflows, all without building a private integration or hard-coding API keys. Zapier handles authentication automatically using your connected accounts. Credentials are never exposed in your code, Zap history, or logs. Available on plans: Free Professional Team Enterprise Prerequisites A Zapier account on any plan. At least one app connection in your Zapier account. Familiarity with JavaScript. Add the SDK to a Code step 1. Add a JavaScript Code step In the Zap editor, click the + icon to add a new step. Search for and select Code . Click the Action event dropdown menu and select Run JavaScript . Click Continue . 2. Enable SDK In the Code section of the Configure tab: Click the Packages icon . Click the @zapier/zapier-sdk (latest) toggle switch on. Zapier automatically imports the package code at the top of the code file. 3. Add your app connections You can create or select your existing app connections to securely call those apps from your Code step. Click the App connection icon. Click + Add connection . Search for and select the app you want to use. Click the Select account connection dropdown menu and select an existing account. - If you need to connect a new account, click + Connect a new account and follow the prompts to connect your app account to Zapier. Once an account is selected, the Account ID Variable field automatically populates with a readable key based on the account label (for example, slack or google_sheets ). This is the identifier you use in your code to reference this connection with connections[\"\"] . (Optional) Click the Account ID Variable field and type a custom key. This can be any name that helps you identify the connection in your code, for example slack_personal or sheets_reporting . Each key must be unique within the step. If you reuse a key, an error appears. (Optional) Click Reset to revert the field to the auto-generated key. Click Save . Repeat this process if you have multiple app connections to add. Note Only the Zap owner can add connections to an SDK step. Collaborators who do not have access to the selected connections cannot edit the s", "text": "Use the Zapier SDK in Code steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Use the Zapier SDK in Code steps Updated July 13, 2026 10:01 The Zapier SDK lets you use your existing Zapier app connections directly from a JavaScript Code by Zapier step. Run any app action, make authenticated API calls, and orchestrate multi-step workflows, all without building a private integration or hard-coding API keys. Zapier handles authentication automatically using your connected accounts. Credentials are never exposed in your code, Zap history, or logs. Available on plans: Free Professional Team Enterprise Prerequisites A Zapier account on any plan. At least one app connection in your Zapier account. Familiarity with JavaScript. Add the SDK to a Code step 1. Add a JavaScript Code step In the Zap editor, click the + icon to add a new step. Search for and select Code . Click the Action event dropdown menu and select Run JavaScript . Click Continue . 2. Enable SDK In the Code section of the Configure tab: Click the Packages icon . Click the @zapier/zapier-sdk (latest) toggle switch on. Zapier automatically imports the package code at the top of the code file. 3. Add your app connections You can create or select your existing app connections to securely call those apps from your Code step. Click the App connection icon. Click + Add connection . Search for and select the app you want to use. Click the Select account connection dropdown menu and select an existing account. - If you need to connect a new account, click + Connect a new account and follow the prompts to connect your app account to Zapier. Once an account is selected, the Account ID Variable field automatically populates with a readable key based on the account label (for example, slack or google_sheets ). This is the identifier you use in your code to reference this connection with connections[\"\"] . (Optional) Click the Account ID Variable field and type a custom key. This can be any name that helps you identify the connection in your code, for example slack_personal or sheets_reporting . Each key must be unique within the step. If you reuse a key, an error appears. (Optional) Click Reset to revert the field to the auto-generated key. Click Save . Repeat this process if you have multiple app connections to add. Note Only the Zap owner can add connections to an SDK step. Collaborators who do not have access to the selected connections cannot edit the step. 4. Write your code When you enable the SDK, Zapier automatically adds the import and initialization code to your Code step. Write your code inside the main function. The SDK provides three main capabilities: Run actions — Call any Zapier app action using zapier.apps...() . Each app supports three action types: .read — List or retrieve data (for example, list Slack channels). .write — Create or update data (for example, send a Slack message). .search — Find specific records (for example, look up a user by email). Make authenticated HTTP requests — Use zapier.fetch() to call any API through Zapier's infrastructure. Zapier injects your connection's credentials automatically. Find connections — Use zapier.findFirstConnection() or zapier.listConnections() to look up available app connections by app key. To find the app key, action key, and input fields for your code, you can use the Zapier SDK CLI in your local terminal. This is optional but helpful for discovering available actions. Use the SDK CLI to look up app keys and actions If you have Node.js installed, log in once per machine, then run the commands below: Log in to the CLI (if you have not already): bash npx @zapier/zapier-sdk-cli login Find the app key — List your connections to get the app key for each connected app: bash npx @zapier/zapier-sdk-cli list-connections --owner me Find available actions — List all actions for an app to get the action keys and types ( read , write , search ): bash npx @zapier/zapier-sdk-cli list-actions Find input fields — Get the required and optional inputs for a specific action: bash npx @zapier/zapier-sdk-cli list-input-fields --connection-id For example, to find the inputs for sending a Slack direct message: npx @zapier/zapier-sdk-cli list-actions slack npx @zapier/zapier-sdk-cli list-input-fields slack write direct_message --connection-id YOUR_CONNECTION_ID Replace YOUR_CONNECTION_ID with the ID returned by list-connections . Some actions have dynamic fields that depend on your account, so the CLI needs a connection to query the app. Example: Send a Slack direct message import { createZapierSdk } from '@zapier/zapier-sdk'; const zapier = createZapierSdk(); export default async function main({inputData}) { const { data: slackConn } = await zapier.findFirstConnection({ appKey: \"slack\", owner: \"me\", isExpired: false, }); const slack = zapier.apps.slack({ connectionId: slackConn.id, }); const { data: result } = await slack.write.direct_message({ inputs: { channel: \"YOUR_SLACK_USERNAME\", text: \"Hello from the Zapier SDK!\", }, }); return { result }; } Example: Multi-app orchestration This example creates a Jira ticket, posts a summary to Slack, and logs a row in Google Sheets, all from a single Code step: import { createZapierSdk } from '@zapier/zapier-sdk'; const zapier = createZapierSdk(); export default async function main({inputData}) { const { data: jiraConn } = await zapier.findFirstConnection({ appKey: \"jira-software-cloud\", owner: \"me\", }); const { data: slackConn } = await zapier.findFirstConnection({ appKey: \"slack\", owner: \"me\", }); const { data: sheetsConn } = await zapier.findFirstConnection({ appKey: \"google-sheets\", owner: \"me\", }); const jira = zapier.apps.jira_software_cloud({ connectionId: jiraConn.id, }); const slack = zapier.apps.slack({ connectionId: slackConn.id }); const sheets = zapier.apps.google_sheets({ connectionId: sheetsConn.id, }); const { data: ticket } = await jira.write.create_issue({ inputs: { project: \"PROJECT_KEY\", issuetype: \"Task\", summary: inputData.summary, }, }); await slack.write.channel_message({ inputs: { channel: \"CHANNEL_ID\", text: `New ticket: ${ticket.key} - ${inputData.summary}`, }, }); await sheets.write.create_spreadsheet_row({ inputs: { spreadsheet: \"SPREADSHEET_ID\", worksheet: \"Sheet1\", ticket_key: ticket.key, summary: inputData.summary, created: new Date().toISOString(), }, }); return { ticket_key: ticket.key }; } For complete SDK documentation including all available methods and the CLI reference, review the Zapier SDK documentation . 5. Test your Code step Click Run Code to test your code. Review the Output Data panel for results. If the step is successful, it displays the data returned by your SDK calls. Errors from SDK actions appear in the output and in your Zap history . Limitations The SDK is available in JavaScript Code steps only. Python is not supported. Code steps are subject to your plan's runtime limits . Free plans allow 1-second per-step runtime with a 2-minute monthly cap. Paid plans support longer runtimes up to 10 minutes. Expired or invalid connections produce runtime errors. Re-authenticate the connection in the Zap editor if this occurs. Only the Zap owner can add connections to an SDK step. Collaborators who do not have access to the selected connections cannot edit the step. Related resources Zapier SDK documentation Use JavaScript code in Zap workflows Use third-party packages in Code steps Code by Zapier rate limits Troubleshooting Code (JavaScript) on Zapier ", "error": null, "slug": "code", "help_title": "Use the Zapier SDK in Code steps"}
{"url": "https://help.zapier.com/hc/en-us/articles/45885581698573-How-is-Code-by-Zapier-usage-measured", "final_url": "https://help.zapier.com/hc/en-us/articles/45885581698573-How-is-Code-by-Zapier-usage-measured", "title": "How is Code by Zapier usage measured?", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How is Code by Zapier usage measured? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code How is Code by Zapier usage measured? Updated June 15, 2026 16:03 Code by Zapier usage is measured by the number of tasks your code steps use. This guide explains what counts as a task, how billing works for extended runtimes, and what happens when you reach your plan's limits. Note Starting June 15, 2026, extended runtimes will be enabled in phases across all accounts, and billing will begin at the same time. Plan comparison Plan Standard runtime Extended runtime billing Free 1 second Not available Trial Matches the plan you're trialing 1 task per 30 seconds Professional 30 seconds 1 task per 30 seconds Team 30 seconds 1 task per 30 seconds Enterprise 2 minutes 1 task per 30 seconds Standard runtime is the amount of time each Code step can run before additional tasks are charged. For full pricing details, visit the Zapier pricing page . What uses tasks Every Code step run uses tasks. How many depends on what your code does and how long it runs. Code step execution Each Code step run uses 1 task for initialization, regardless of how long it runs or what it does. Extended runtime If your code runs longer than your plan's standard runtime, you're charged 1 task for every additional 30 seconds. Partial blocks round up, so 45 seconds over your standard runtime counts as 2 tasks. Note Free plan users cannot use extended runtime. Code steps that exceed 1 second will fail. How tasks stack Tasks from different sources stack together. A single Code step can use multiple tasks if it runs longer than your standard runtime. Example: Extended runtime less than 30 seconds A Professional plan user runs a Code step for 35 seconds (5 seconds over the 30-second standard runtime): Source Tasks Code step 1 Extended runtime 1 (5 seconds rounds up to 1 block) Total 2 Example: Extended runtime more than 30 seconds A Professional plan user runs a Code step for 90 seconds (60 seconds over the 30-second standard runtime): Source Tasks Code step 1 Extended runtime 2 (60 seconds = 2 blocks of 30 seconds) Total 3 What does not use tasks The following do not use tasks: Code triggers (only actions use tasks). Code steps that fail or error before completing. Time within your standard runtime. Billing cycles Your Code by Zapier usage counts toward your Zapier plan's task usage . Tasks reset on your billing date each month. What happens if I reach my task limit If you reach your plan's task limit: Your Zap workflows will stop running until your next billing cycle, unless you have pay-per-task billing enabled. With pay-per-task billing enabled, your Zap workflows continue running and you're charged for additional tasks. Related resources Using Code by Zapier Configure extended runtimes for Code steps Use the Zapier SDK in Code steps How is task usage measured in Zapier? How pay-per-task billing works in Zapier ", "error": null, "slug": "code", "help_title": "How is Code by Zapier usage measured?"}
{"url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "title": "Meta work account migration: What Facebook-related app users need to know", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows.", "text": "Meta work account migration: What Facebook-related app users need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows. ", "error": null, "slug": "facebook-lead-ads", "help_title": "Meta work account migration: What Facebook-related app users need to know"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496310939021-Use-JavaScript-code-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496310939021-Use-JavaScript-code-in-Zap-workflows", "title": "Use JavaScript code in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use JavaScript code in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Use JavaScript code in Zap workflows Updated May 29, 2026 18:14 Code steps allow Zap workflows to run small snippets of Python or JavaScript. This tutorial is for JavaScript code steps, but you can also learn how to use Python code in your Zap workflows . Code steps can be used as both triggers and actions. Note JavaScript is an advanced programming language. If you're not familiar with JavaScript, ask a developer for help, or use a trusted AI assistant to learn or debug. If you require assistance with how Code by Zapier processes code (not writing or debugging), contact Support based on your plan . For additional resources, visit the Zapier Community's Code resources . The JavaScript environment The environment runs Node.js 22 . Your script is sandboxed and can only run for a limited amount of time and within a limited amount of memory—the exact limits depend on the plan you're using. Note AWS does not prevent deprecated Node run times from running. Dates and times in Code actions use the UTC timezone, even if a different one is set for the account or the Zap. Input data for Code steps You can access data from previous steps via the inputData dictionary variable in your code step. The amount of data that may feed into your script may be large or dynamic. To address this, you must define an inputData mapping by providing a key and value in Zapier's GUI. You cannot map fields from previous Zap steps to the Code field. You must use the Input Data dictionary. You can create a key/value pair in the Input Data field for each mapped field you want to use in your code. In Javascript, you can access the inputData dictionary variable values by using the inputData.keyName or inputData[\"keyName\"] notation. Key names are case-sensitive and must be an exact match when referenced. In the example below, the key name is \"defineName\" and the value is supplied by the Name field that's mapped from a previous step. In this example, the value supplied by the mapped Name field is \"Jane\". Note It's not possible to map inputData in Code by Zapier triggers. Output data from Code steps Code steps return a single output variable, which is an object or array of objects that will be the result of this step. You can explicitly return early. If the output is an array of objects, subsequent steps will run multiple times, once for each object in the array. [ { \"product_id\": 123, \"name\": \"world\", \"price\": 5.50 }, { \"product_id\": 234, \"name\": \"planet\", \"price\": 11.00 } ] Example In this example, each object in the array is returned separately. Subsequent actions will run once for each object. To return the whole array as line items instead, you can add line_items as the parent key for the output. { \"first_name\": \"Zap\", \"last_name\": \"Zaplar\", \"invoice_id\": 123456, \"total_price\": 55.50, \"line_items\": [ { \"product_id\": 123, \"name\": \"world\", \"price\": 5.50 }, { \"product_id\": 234, \"name\": \"planet\", \"price\": 11.00 } ] } Example In this example, the array is returned as a set of line items. Any subsequent actions will only run once. If you use Code by Zapier as the Zap's trigger and an empty array is returned, nothing will happen. The behavior will be similar to a polling trigger that did not get any results in the HTTP response. This functionality is exclusive to triggers. Utilities in Code steps There are a few utilities you have access to in Code steps: fetch : an easy-to-use HTTP client . console.log : this utility allows you to debug your function. Test your Zap and check the values in the logs returned in a runtime_meta added automatically to the output . StoreClient : a built-in utility for storing and retrieving data between Zap runs . @zapier/zapier-sdk : the Zapier SDK , which lets you call any Zapier app action and make authenticated API calls using your existing Zapier connections. The SDK is pre-installed. (Optional) callback(err, output) : a callback if you need to do asynchronous work—whatever you set to the output data variable is ignored since it's provided directly here. The Zap will inspect the code and make a best guess as to whether it's using a callback or not. Note Invoking callback(err, output) tells Zapier that your task is done executing. If you have multiple asynchronous calls, each invoking callback(err, output) with their desired responses, only the first one to execute will count. Subsequent invocations to callback(err, output) will be picked up by the next execution of your Zap, but will not affect that task's execution, other than side effects like console.log() calls. Add a Code step to your Zap Add a code trigger step Add a code action step 1. Add a code trigger In the Zap editor, click the Trigger step. Search for and select Code by Zapier . The Code editor opens automatically. Click the Code dropdown menu and select JavaScript . 2. Write your code In the Code editor, enter your JavaScript code . Tip If you prefer not to use the Code editor, click the Regular editor icon to switch to the standard editor view. 3. Test your code trigger Click Run Code to test your code. The Output Data panel appears on the left so you can review if your code worked as expected. If your code is valid, the step shows it was successful and displays the data. Once the trigger is set up, you can continue to add your action step. 1. Add a code action The Code action step allows you to write code that interacts with data coming from the trigger or a previous action step. In the Zap editor, click the + icon to add a new step. Search for and select Code by Zapier . The Code editor opens automatically. Click the Code dropdown menu and select JavaScript . 2. Write your code In the Code editor, enter your JavaScript code . You can also define data fields to be provided to the code as strings with the Input Data fields. Provide a key and a value for each field. Tip If you prefer not to use the Code editor, click the Regular editor icon to switch to the standard editor view. 3. Test your code action Click Run Code to test your code. The Output Data panel appears on the left so you can review if your code worked as expected. If your code is valid, the step shows it was successful and displays the data. Tip You can generate code steps using AI. Testing and debugging Code steps Running your Zap via the dashboard is the canonical way to confirm the behavior you expect. Your Zap History will have all relevant details around the Code step's inputData , output and logs. The test step in the editor can be used for a tighter feedback loop. Limitations with Code steps The environment in which your Code steps run (AWS Lambda) has an I/O limit of 6 MB. The total size of the code and the data processed by the Code step cannot exceed that. If you're hitting this error, try to limit the amount of data returned from your function. For instance, do not return an entire JSON structure, just the keys you need. You can add public npm packages to your Code step on paid plans. The standard node.js library and the fetch package are included by default. The Zapier SDK is also pre-installed. There are different Code rate limits and runtime limits , depending on what Zapier plan you're on. Your Zap will error if it exceeds these limits. If you need to make more than 2 HTTP requests or make authenticated HTTP requests, Zapier recommends creating a custom app on the Zapier platform. In a Zap, if you add or edit a Code step that includes authentication, your draft will be saved, but you will not be able to publish edits unless you are the Zap owner. Related resources JavaScript code examples in Zap workflows Use Python code in Zap workflows Use the Zapier SDK in Code steps Store data from code steps with StoreClient Code by Zapier rate limits Troubleshooting Code (JavaScript) on Zapier Generate a Code step using AI ", "error": null, "slug": "code", "help_title": "Use JavaScript code in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496040397965-What-permissions-do-I-need-to-use-Facebook-Lead-Ads-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496040397965-What-permissions-do-I-need-to-use-Facebook-Lead-Ads-with-Zapier", "title": "What permissions do I need to use Facebook Lead Ads with Zapier?", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads What permissions do I need to use Facebook Lead Ads with Zapier? Updated September 22, 2025 09:59 The permissions you need depend on which version of Zapier's Facebook Lead Ads app you use: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Lead Ads You’ll need to have the following permissions for each page you'd like to use with a Zap: Manage Pages . Manage Ad Account . Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. Business integration access - To check that Zapier has business integration access: Go to Business Integrations. Click View & Edit . You may need to contact the Page Owner or Business Manager admin to request those permissions. Once you have the correct permissions, you can connect Facebook Lead Ads to Zapier. Facebook Lead Ads (for Business Admins) You’ll need to have the following permissions for each page you'd like to use with a Zap: The Facebook page that you’re connecting to must be added to a business portfolio . Your Facebook account must be added to the business portfolio associated with the ad account and Facebook page. You must have full control access for the business asset access associated with the ad account and Facebook page. Once you have the correct permissions, you can connect Facebook Lead Ads (for Business Admins) to Zapier. Note If you update your Facebook Lead Ads permissions , you must reconnect your account to Zapier. Troubleshooting your Facebook permissions If you have trouble setting these permissions, it may mean you do not have admin access. In this case, the business manager admin can implement these changes for you. More information on controlling access to your leads can be found in Facebook's documentation .", "text": "What permissions do I need to use Facebook Lead Ads with Zapier? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads What permissions do I need to use Facebook Lead Ads with Zapier? Updated September 22, 2025 09:59 The permissions you need depend on which version of Zapier's Facebook Lead Ads app you use: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Lead Ads You’ll need to have the following permissions for each page you'd like to use with a Zap: Manage Pages . Manage Ad Account . Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. Business integration access - To check that Zapier has business integration access: Go to Business Integrations. Click View & Edit . You may need to contact the Page Owner or Business Manager admin to request those permissions. Once you have the correct permissions, you can connect Facebook Lead Ads to Zapier. Facebook Lead Ads (for Business Admins) You’ll need to have the following permissions for each page you'd like to use with a Zap: The Facebook page that you’re connecting to must be added to a business portfolio . Your Facebook account must be added to the business portfolio associated with the ad account and Facebook page. You must have full control access for the business asset access associated with the ad account and Facebook page. Once you have the correct permissions, you can connect Facebook Lead Ads (for Business Admins) to Zapier. Note If you update your Facebook Lead Ads permissions , you must reconnect your account to Zapier. Troubleshooting your Facebook permissions If you have trouble setting these permissions, it may mean you do not have admin access. In this case, the business manager admin can implement these changes for you. More information on controlling access to your leads can be found in Facebook's documentation . ", "error": null, "slug": "facebook-lead-ads", "help_title": "What permissions do I need to use Facebook Lead Ads with Zapier?"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496061306253-How-to-get-started-with-Facebook-Lead-Ads-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496061306253-How-to-get-started-with-Facebook-Lead-Ads-on-Zapier", "title": "How to get started with Facebook Lead Ads on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Facebook Lead Ads app on Zapier, you must have the follow permissions: The following permissions: Manage Pages . Manage Ad Account . Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. You may need to contact the Page Owner or Business Manager admin to request those permissions. A paid Zapier account. Facebook Lead Ads is a premium app on Zapier. Note Zapier offers two versions of the Facebook Lead Ads app integration on Zapier: one for standard accounts and one for Business Admins . The app you should use depends on the permissions of your Facebook account .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads How to get started with Facebook Lead Ads on Zapier Updated June 25, 2026 15:12 Facebook Lead Ads and Zapier automate your lead collection and management. The integration is triggered by new leads from a form and can automatically add that lead data to your CRM, email list, or a spreadsheet. Available on plans: Free Professional Team Enterprise Prerequisites To use the Facebook Lead Ads app on Zapier, you must have the follow permissions: The following permissions: Manage Pages . Manage Ad Account . Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. You may need to contact the Page Owner or Business Manager admin to request those permissions. A paid Zapier account. Facebook Lead Ads is a premium app on Zapier. Note Zapier offers two versions of the Facebook Lead Ads app integration on Zapier: one for standard accounts and one for Business Admins . The app you should use depends on the permissions of your Facebook account . Connect Facebook Lead Ads to Zapier To create an app connection to Facebook Lead Ads on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Lead Ads . Click Add connection . A new browser tab or window will open. Log into Facebook Lead Ads to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Lead Ads account is now successfully connected to Zapier. Tip Your Facebook Lead Ads connection gives you access to all pages and forms you granted permission to during authentication. You select the specific page and form when configuring your Zap trigger. Only create a new connection if you want to connect a different Facebook account or grant access to additional pages. About Facebook Lead Ads's app Triggers, searches, and actions Triggers New Lead - Triggers when a new lead is created Searches No searches available Actions No actions available Limitations If you update your Facebook Lead Ads permissions, you must reconnect your account to Zapier. If your newly created form has not received any submissions yet, you'll see generic data in the Zap editor. To test your Zap, create sample leads using the Facebook Lead Ads testing tool. Guidance on mapping fields: raw vs regular When selecting fields to map data to your other apps, you will notice that there are two types of fields a", "text": "How to get started with Facebook Lead Ads on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads How to get started with Facebook Lead Ads on Zapier Updated June 25, 2026 15:12 Facebook Lead Ads and Zapier automate your lead collection and management. The integration is triggered by new leads from a form and can automatically add that lead data to your CRM, email list, or a spreadsheet. Available on plans: Free Professional Team Enterprise Prerequisites To use the Facebook Lead Ads app on Zapier, you must have the follow permissions: The following permissions: Manage Pages . Manage Ad Account . Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. You may need to contact the Page Owner or Business Manager admin to request those permissions. A paid Zapier account. Facebook Lead Ads is a premium app on Zapier. Note Zapier offers two versions of the Facebook Lead Ads app integration on Zapier: one for standard accounts and one for Business Admins . The app you should use depends on the permissions of your Facebook account . Connect Facebook Lead Ads to Zapier To create an app connection to Facebook Lead Ads on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Lead Ads . Click Add connection . A new browser tab or window will open. Log into Facebook Lead Ads to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Lead Ads account is now successfully connected to Zapier. Tip Your Facebook Lead Ads connection gives you access to all pages and forms you granted permission to during authentication. You select the specific page and form when configuring your Zap trigger. Only create a new connection if you want to connect a different Facebook account or grant access to additional pages. About Facebook Lead Ads's app Triggers, searches, and actions Triggers New Lead - Triggers when a new lead is created Searches No searches available Actions No actions available Limitations If you update your Facebook Lead Ads permissions, you must reconnect your account to Zapier. If your newly created form has not received any submissions yet, you'll see generic data in the Zap editor. To test your Zap, create sample leads using the Facebook Lead Ads testing tool. Guidance on mapping fields: raw vs regular When selecting fields to map data to your other apps, you will notice that there are two types of fields available: \"raw\" and \"regular\". The difference between the two is how the data is processed: Raw fields: These are unformatted fields, meaning it’s the exact data provided by the Meta API. Regular fields: These are formatted fields, meaning they are structured and uniform making them easier to work with. In this example, you can see there are two fields available to map for an email address. Both types of fields are valid, and in some cases may be the same, depending on how the user inputted the data. Zapier recommends using regular fields, to reduce formatting issues once the Zap is live. Templates View all of Facebook Lead Ads's templates . Use cases 6 ways to automate Facebook Lead Ads Connect Facebook Lead Ads to Google Sheets Automatically track & respond to Facebook leads Build a Facebook Lead Ads email integration with Mailchimp How to add leads from Facebook Lead Ads to Excel How to set up email alerts for Facebook Lead Ads Add new leads from Facebook Lead Ads to HubSpot How to download leads from Facebook Lead Ads Add leads from Facebook Lead Ads to LeadConnector How to analyze Facebook and LinkedIn campaign performance with AI-powered agents Additional Facebook Lead Ads resources Zapier's Facebook Lead Ads integration page Facebook Lead Ads's Help Center Facebook Lead Ads's API documentation ", "error": null, "slug": "facebook-lead-ads", "help_title": "How to get started with Facebook Lead Ads on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496061345805-Use-the-Facebook-Lead-Ads-testing-tool-to-create-sample-leads", "final_url": "https://help.zapier.com/hc/en-us/articles/8496061345805-Use-the-Facebook-Lead-Ads-testing-tool-to-create-sample-leads", "title": "Use the Facebook Lead Ads testing tool to create sample leads", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use the Facebook Lead Ads testing tool to create sample leads &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads Use the Facebook Lead Ads testing tool to create sample leads Updated May 29, 2026 18:13 If you’ve created a new form in Facebook Lead Ads but do not have any lead submissions yet to use in your Zap setup, you can create a sample lead using the Facebook Lead Ads testing tool. Create a sample lead Go to the Facebook Leads Ads testing tool .​​ Select your Page & Form . Click Preview Form . A dialog box will appear. Fill out your form. Click Next . Click Submit . Click X to close the dialog box. Click Create lead . Immediately go back to your Zap, and click Test trigger . You should see the sample lead appear as a test record. (Optional) You can modify the test record . This will allow you the customize the data you use when testing. Once you have your sample lead, you can use it map fields in subsequent steps . Note Short-answer questions will appear in your test record as numbered fields, starting from 0. Troubleshoot your sample lead If you didn’t receive a new test record, it may be due to: Timing The New Leads trigger is an instant trigger . Depending on how long it took for you to click Create lead and test the trigger in Zapier, Zapier might have missed your sample lead. To check: Go to the Facebook Leads Ads testing tool .​​ Click Delete lead . Deleting your current sample does not delete live leads. It only deletes the sample lead created by Facebook. Click Preview Form . A dialog box will appear. Fill out your form. Click Next . Click Submit . Click X to close the dialog box. Have your Zap open in another browser tab. Click Create lead . Immediately go back to your Zap and click Test trigger . You should see the sample lead appear as a test record. If you still have trouble, it’s likely because your account has insufficient permission to do so. Insufficient permissions The Facebook Lead Ads app you’re using on Zapier determines the permissions needed in your Facebook account. To fix this: Go back to the Facebook Leads Ads testing tool .​​ Click the Track Status button. Review the section below Track Status for any errors or messages. A “103 error - CRM access has been revoked from Lead Access Manager ” message indicates that you must reset your Facebook Leads Access CRM permissions . For other error messages, verify the form you want to use on your Facebook account has the correct permissions. Learn more about the permissions to use Facebook Lead Ads with Zapier. Reconnect your Facebook Lead Ads account after you update your permissions . Once you’ve followed these steps, you can repeat the create a sample lead instructions. ", "error": null, "slug": "facebook-lead-ads", "help_title": "Use the Facebook Lead Ads testing tool to create sample leads"}
{"url": "https://help.zapier.com/hc/en-us/articles/25377944537997-Facebook-Lead-Ads-Zap-not-triggering", "final_url": "https://help.zapier.com/hc/en-us/articles/25377944537997-Facebook-Lead-Ads-Zap-not-triggering", "title": "Facebook Lead Ads: Zap not triggering", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads Facebook Lead Ads: Zap not triggering Updated May 29, 2026 18:13 Your Facebook Lead Ads Zap did not trigger when a new lead submitted your form. The Zap may be turned off, or there may be issues with your Facebook connection, CRM permissions, or form settings. Sometimes you are able to test records when setting up the Zap, Sometimes you aren't. Causes This may happen for any of the following reasons: Zapier does not have CRM access If test leads work during test, but do not trigger when the Zap is live, it's likely a cause when Zapier does not have CRM access to your Facebook Page. CRM permissions allow Zapier to receive live lead data from Facebook. This is different from admin access or page permissions. You do not have admin access You could not connect your Facebook Page to Zapier or your Zap did not trigger. You must be an admin of the Facebook Page to connect it to Zapier. Your lead form ID is incorrect When you update your form, Facebook assigns a new ID to it. This means previously selected forms in your workflows are no longer valid. You need a sample lead You could not test your trigger because no sample lead could be found. Zapier needs at least one recent lead submission to pull in during setup. Your Zap is turned off Your Zap did not trigger and shows as \"Off\" in your dashboard. Zap workflows are off by default when created and turn off automatically if there are errors. Your connection expired Your Zap stopped triggering or you saw connection errors in Zap history. Facebook access tokens can expire or permissions may change. How to fix it Choose the solution that matches your issue: Fix CRM access issues To fix this: Go to your Facebook Page settings . In the left sidebar , click Integrations . Click Lead access . Look for Zapier (not \"Zapier Inc.\") in the list of apps with CRM access. These appear as two separate apps in Facebook. You need to grant access to Zapier specifically for live triggers to work. If Zapier is not listed: Click Add CRMs . Search for and select Zapier . Grant the permissions. If Zapier is listed but the Zap still does not trigger: In Facebook, click Restore Default Access next to Zapier. Go to Zapier, reconnect your Facebook account . Go to your trigger step, update the trigger to use the reconnected account, and turn your Zap on. Get admin access To fix this: Go to your Facebook Page s", "text": "Facebook Lead Ads: Zap not triggering &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads Facebook Lead Ads: Zap not triggering Updated May 29, 2026 18:13 Your Facebook Lead Ads Zap did not trigger when a new lead submitted your form. The Zap may be turned off, or there may be issues with your Facebook connection, CRM permissions, or form settings. Sometimes you are able to test records when setting up the Zap, Sometimes you aren't. Causes This may happen for any of the following reasons: Zapier does not have CRM access If test leads work during test, but do not trigger when the Zap is live, it's likely a cause when Zapier does not have CRM access to your Facebook Page. CRM permissions allow Zapier to receive live lead data from Facebook. This is different from admin access or page permissions. You do not have admin access You could not connect your Facebook Page to Zapier or your Zap did not trigger. You must be an admin of the Facebook Page to connect it to Zapier. Your lead form ID is incorrect When you update your form, Facebook assigns a new ID to it. This means previously selected forms in your workflows are no longer valid. You need a sample lead You could not test your trigger because no sample lead could be found. Zapier needs at least one recent lead submission to pull in during setup. Your Zap is turned off Your Zap did not trigger and shows as \"Off\" in your dashboard. Zap workflows are off by default when created and turn off automatically if there are errors. Your connection expired Your Zap stopped triggering or you saw connection errors in Zap history. Facebook access tokens can expire or permissions may change. How to fix it Choose the solution that matches your issue: Fix CRM access issues To fix this: Go to your Facebook Page settings . In the left sidebar , click Integrations . Click Lead access . Look for Zapier (not \"Zapier Inc.\") in the list of apps with CRM access. These appear as two separate apps in Facebook. You need to grant access to Zapier specifically for live triggers to work. If Zapier is not listed: Click Add CRMs . Search for and select Zapier . Grant the permissions. If Zapier is listed but the Zap still does not trigger: In Facebook, click Restore Default Access next to Zapier. Go to Zapier, reconnect your Facebook account . Go to your trigger step, update the trigger to use the reconnected account, and turn your Zap on. Get admin access To fix this: Go to your Facebook Page settings . In the left sidebar , click Integrations . Click Lead access . Check that you're listed as an admin. If not, ask the Page owner to add you. Go to Zapier, reconnect your Facebook account . Go to your trigger step, update the trigger to use the reconnected account, and turn your Zap on. Learn more about Facebook Lead Ads permissions . Re-select your form To fix this: Go to your trigger step. In the Form dropdown menu, re-select your updated form . Create a sample lead To fix this: Create a sample lead using Facebook Lead Ads testing tool . Reconnect your Facebook account To fix this: Go to Zapier, reconnect your Facebook account . Go to your trigger step, update the trigger to use the reconnected account, and turn your Zap on. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. ", "error": null, "slug": "facebook-lead-ads", "help_title": "Facebook Lead Ads: Zap not triggering"}
{"url": "https://help.zapier.com/hc/en-us/articles/25379968115725-Facebook-Lead-Ads-Facebook-page-not-appearing-in-Zap-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/25379968115725-Facebook-Lead-Ads-Facebook-page-not-appearing-in-Zap-editor", "title": "Facebook Lead Ads: Facebook page not appearing in Zap editor", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Facebook Lead Ads: Facebook page not appearing in Zap editor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads Facebook Lead Ads: Facebook page not appearing in Zap editor Updated May 29, 2026 18:13 Symptoms When setting up your Zap with Facebook Lead Ads, you do not see your Facebook Page in the Page dropdown menu. Causes This happens when: you manage multiple Facebook Pages. you have insufficient account permissions associated with your Facebook page and ad account in Facebook Lead Ads. How to fix it To fix this issue: If your Facebook Page still does not appear, find the Facebook page ID . Set the Page field with the Facebook page ID as a custom value . If that doesn't work, it's likely an account permission issue. Upgrade your Facebook Lead Ads account permissions . Reconnect your Facebook Lead Ads account in Zapier. ", "error": null, "slug": "facebook-lead-ads", "help_title": "Facebook Lead Ads: Facebook page not appearing in Zap editor"}
{"url": "https://help.zapier.com/hc/en-us/articles/25378170882829-Facebook-Lead-Ads-error-Error-while-retrieving-Cannot-read-properties-of-undefined-reading-map", "final_url": "https://help.zapier.com/hc/en-us/articles/25378170882829-Facebook-Lead-Ads-error-Error-while-retrieving-Cannot-read-properties-of-undefined-reading-map", "title": "Facebook Lead Ads error: Error while retrieving: Cannot read properties of undefined (reading 'map')", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Facebook Lead Ads error: Error while retrieving: Cannot read properties of undefined (reading &#39;map&#39;) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads Facebook Lead Ads error: Error while retrieving: Cannot read properties of undefined (reading &#39;map&#39;) Updated May 29, 2026 18:13 You see the error message “Error while retrieving: Cannot read properties of undefined (reading 'map')” when trying to use the New Lead trigger for Facebook Lead Ads. This typically occurs in the Zap editor, but may appear in your Zap history too. Causes You’ll see this error if the Form dropdown menu is currently set to “ Default (Any Form) ” and your Facebook Lead Ads account has insufficient permissions to access all forms associated with your Facebook account. How to fix To fix this issue: Upgrade your Facebook Lead Ads account permissions Reconnect your Facebook Lead Ads account after you upgrade your permissions . In your Zap, re-select your form from the dropdown menu. Note You must set up separate Zap workflows for each Facebook Lead Ads form you want to trigger from. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "facebook-lead-ads", "help_title": "Facebook Lead Ads error: Error while retrieving: Cannot read properties of undefined (reading 'map')"}
{"url": "https://help.zapier.com/hc/en-us/articles/25378106209805-Facebook-Lead-Ads-error-200-user-does-not-have-sufficient-administrative-permission", "final_url": "https://help.zapier.com/hc/en-us/articles/25378106209805-Facebook-Lead-Ads-error-200-user-does-not-have-sufficient-administrative-permission", "title": "Facebook Lead Ads error: (#200) user does not have sufficient administrative permission", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Facebook Lead Ads error: (#200) user does not have sufficient administrative permission &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads Facebook Lead Ads error: (#200) user does not have sufficient administrative permission Updated August 20, 2025 13:59 You’re trying to turn your Zap on but get the error message \"(#200) user does not have sufficient administrative permission for this action on this page. If the page business requires 2FA the user also needs to enable 2FA\" Causes This happens when your account: Has insufficient account permissions to use Facebook Lead Ads in Zapier. Does not have two-factor authentication (2FA) enabled. How to fix To fix this issue: Enable two-factor authentication . Upgrade your Facebook Lead Ads account permissions . Reconnect your Facebook Leads Ads account in Zapier . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "facebook-lead-ads", "help_title": "Facebook Lead Ads error: (#200) user does not have sufficient administrative permission"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496102470541-How-to-get-started-with-Notion-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496102470541-How-to-get-started-with-Notion-on-Zapier", "title": "How to get started with Notion on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Notion app on Zapier, you must have: An active Notion account (free or paid plan). You need to be a Notion admin to the pages or databses you want to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Notion How to get started with Notion on Zapier Updated May 29, 2026 18:14 Notion and Zapier connect to automate your work. You can trigger actions when new database items are added and create new items in databases or pages. Prerequisites To use the Notion app on Zapier, you must have: An active Notion account (free or paid plan). You need to be a Notion admin to the pages or databses you want to connect to . You need to grant Zapier access to your pages or databases. If you create new ones after connecting to your Notion account and want to interact with them in your Zap workflows, you'll need to grant Zapier permission in your Notion account . Connect Notion to Zapier To create an app connection to Notion on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Notion . Click Add connection . A new browser tab or window will open. Log into Notion to authenticate. Grant Zapier permission to access your account if prompted to. Your Notion account is now successfully connected to Zapier. About Notion's app", "text": "How to get started with Notion on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Notion How to get started with Notion on Zapier Updated May 29, 2026 18:14 Notion and Zapier connect to automate your work. You can trigger actions when new database items are added and create new items in databases or pages. Prerequisites To use the Notion app on Zapier, you must have: An active Notion account (free or paid plan). You need to be a Notion admin to the pages or databses you want to connect to . You need to grant Zapier access to your pages or databases. If you create new ones after connecting to your Notion account and want to interact with them in your Zap workflows, you'll need to grant Zapier permission in your Notion account . Connect Notion to Zapier To create an app connection to Notion on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Notion . Click Add connection . A new browser tab or window will open. Log into Notion to authenticate. Grant Zapier permission to access your account if prompted to. Your Notion account is now successfully connected to Zapier. About Notion's app Triggers, searches, and actions Notion supports multi-sourced databases. This enables a single database to contain multiple linked data sources. Most triggers and actions require a data source ID. Read more about data sources in Notion . Triggers New Comment (Instant) - Triggers when a new comment is created in your Notion workspace. You can filter by database or specific page. New Data Source Item (Instant) - Triggers when a new item is created in a data source. Updated Content in a Data Source item (Instant) - Triggers when the content in a data source item is updated. Updated Properties in Data Source Item (Instant) - Triggers when one or more properties of a data source item are updated. Updated Content in Page (Instant) - Triggers when the content in a page is updated. Updated Properties on a Page (Instant) - Triggers when one or more properties of a page is updated. Searches Get Page Comments - Retrieves comments from a Page. Get Block - Retrieves a block by ID. Get Block Children - Retrieves child blocks of a parent block or page with support for pagination. Get Page or Database Item by ID - Retrieves a specific page or database item from Notion using its ID. Get Page Property - Retrieves a specific property value from a Notion page. Get User Details - Retrieves user information by ID. Retrieve Block Children - Retrieves the children of a block, with any text content rendered as Markdown. Find Data Source Items - Searches for items in a data source by its properties. Get Page and Children - Retrieves a page by its ID and all of its block children. Find Page (By Title) - Searches for a page by title. Query Data Source (Advanced) - Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types. Find or Create Database Item - Searches for a Database Item matching the provided query, or creates one if it does not exist. Actions Add Block to Page - Adds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more. Add Comment - Adds a new comment to a Page. Create Page - Creates a Page inside a parent page Restore Data Source Item - Restores a data source item which was previously archived. Update Data Source Item - Updates a data source item. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Retrieve a Page - This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item. Archive Data Source Item - Soft deletes an item in a data source. Create Data Source Item - Creates an item in a data source. Add Content to Page - Adds Content to a Page. Update Database - Updates a Notion database attributes including title, parent location, inline display, icon, archive status, and lock status. Update Data Source Schema - Updates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema. Upload File to Data Source Item - Uploads a file to a files property in a data source item. Upload File to Page or Block - Uploads a file to a page or block in Notion. Retrieve Database - This action retrieves a database in Notion using the ID of the database. Limitations Zapier triggers and actions do not support the following property types : Formula Rollup Character limits apply with each block limited to 2,000 characters due to Notion's API restrictions . Rate limiting applies with an average of three requests per second per integration. Multi-select property updates overwrite existing values instead of appending to them. Updates to page content do not trigger New Data Source Item triggers. Let us know in this Community thread if you want to be notified when this is available. New pages require explicit permission grants in Notion even if full access was initially provided. Notion expects date fields to be formatted as YYYY-MM-DD ( ISO 8601) . Templates View all of Notion's templates . Use cases How to use Zapier to automate Notion How a Notion expert automates his workspace How to automate recurring tasks in Notion The ultimate task management system with Notion and Todoist Create Notion tasks from Slack using ChatGPT Automatically add Microsoft To Do tasks to Notion Additional Notion resources Zapier's Notion integration page Notion's Help Center Notion's API documentation ", "error": null, "slug": "notion", "help_title": "How to get started with Notion on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496040151821-Common-problems-with-Notion-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496040151821-Common-problems-with-Notion-on-Zapier", "title": "Common problems with Notion on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common problems with Notion on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Notion Common problems with Notion on Zapier Updated May 29, 2026 18:14 How to work with dates in Notion Notion uses a specific date format called ISO 8601 , which includes the: Year. Month. Date. It can also optionally include: Time. Timezone offset. When you use a Notion date field in Zapier, Zapier will try to convert your provided date to this format. However, if you are inputting a date, time, and timezone into a date field, Zapier recommends using Formatter to modify the date format . How Zapier settings can affect dates If you do not have a timezone set in your Zapier account or within your Zap , Zapier will automatically set the timezone as UTC for any data that interacts with a date field. To avoid any confusion, Zapier recommends setting the timezone in either your Zapier account or Zap to match the timezone you set up in your Notion account. This will ensure your dates are read correctly and a timezone offset will automatically be applied when interacting with a date field. Search for a data source item by a date field When searching for a data source item by a date field using the Find Data Source Items action, Zapier expects to read the time and timezone associated with a date, based on your Zapier account. This can have unintended consequences when searching for a date only. To override Zapier’s default time and timezone setting for Notion date fields, you can add the time format T00:00-0000 to the date field you are searching. This represents 12:00am in UTC and ensures that only the date is considered in the search. My data source items are not listed in the dropdown menu If you're having trouble listing your data source items in your Zap, try these steps: Check that Zapier has permission to access your database in Notion . If the database you're looking for is a subpage, un-nest it , and temporarily make it a page. After the Zap finds it, you can change it back to a subpage. Create a new app account connection to Notion. After trying these steps, you should be able to refresh your fields and view your database in your Zap. When creating a data source item, I’m getting an error about an invalid option If your database contains a column that is either a \"Select\" or \"Multi-select\" property type , you can only add options that match what you have in Notion. To add additional options, you must first add them in Notion. I can't see all fields in my Zap Not all Notion property types are supported in Zapier. The following property types are not supported: Formula Rollups These property types will not appear in your triggers or actions. My Zap is triggering too much If you find your Zap is triggering too frequently, you can add a filter to run only for certain conditions of your data source. This will prevent your Zap from running on every change made to your data source, ensuring actions get performed only on the items you want. Learn more about setting up a filter in your Zap . I'm not seeing content appear in my Zap When using either the New Data Source Item trigger, it's not expected behaviour that your Zap workflows will show you data from your content block. If you need to access the page content, add a Find Data Source Items , Get Page and Children , or Retrieve Block Children action after the trigger. My Zap doesn’t trigger from updates made to my content When using the New Data Source Item trigger, it’s not expected behavior that your Zap workflows will trigger if you make updates to your content block. Use Updated Content in Page trigger to monitor content changes in a specific page, or Updated Content in Data Source Item trigger to monitor content changes in any page within a data source. Unexpected error: !DOCTYPE html This means Zapier has had temporary trouble communicating with Notion’s servers. App servers can be unavailable for short periods of time. To fix this: Waiting for a few minutes. This type of error usually resolves itself. You can also check Notion’s status page to see if the app has an outage that could affect your Zap. Replay failed Zap runs . I gave Zapier full access to all of my pages, but new pages don’t appear If you create new pages after connecting to your Notion account and want to interact with them in your Zap workflows, you'll need to grant Zapier permission in your Notion account . This is because Notion’s API requires you to specify permissions for each page that Zapier can access. Can't find what you're looking for? Try searching in Community , as someone else may have already asked your question. Post your question in the Community: If you’re looking for help with a specific task, ask in Get Help . If you’re looking for troubleshooting advice, ask in Troubleshooting . ", "error": null, "slug": "notion", "help_title": "Common problems with Notion on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/32975117489677-Notion-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/32975117489677-Notion-error-Nothing-could-be-found-for-the-search", "title": "Notion error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Notion error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Notion Notion error: Nothing could be found for the search Updated May 29, 2026 18:14 Symptoms When using the Notion Find Data Source Items action in your Zap workflows, you may see the error message \"Nothing could be found for the search\". This error occurs when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step in the property field is blank. The data item does not exist in Notion. In some cases, the creation of an item depends on another Zap that has not run at the time the search was carried out. The mapped field data does not match the corresponding data in the Notion database. The search is exact match, which means it’s affected by case sensitivity, spelling, punctuation, spacing, special characters, and word order. Considerations for searching date fields Notion uses ISO 8601 for dates and times (Year, Month, Date, optional: Time, Timezone offset). If you do not have a timezone set in your Zapier account or within your Zap , Zapier automatically sets the timezone to UTC. Zapier attempts to convert dates to the ISO 8601 format when used in Notion date fields. How to fix it To fix this issue: Ensure the data from the previous step is consistently sent to the Notion step, or replace the current mapped field with one that consistently provides a value. Use Formatter to remove unnecessary formatting such as spacing and special characters. If you are searching for a date time in Notion: Use the ISO 8601 format or use Formatter to convert it. If you do not want to search date fields by UTC timezone, set a timezone in your Zapier account or within your Zap . If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the mapped field to identify the database item receives no data from the previous step. Add a delay to your Zap to add in some time before the Zap searches for the data source item. ", "error": null, "slug": "notion", "help_title": "Notion error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496055920013-How-to-remove-Zapier-access-to-a-Facebook-Lead-Ads-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496055920013-How-to-remove-Zapier-access-to-a-Facebook-Lead-Ads-account", "title": "How to remove Zapier access to a Facebook Lead Ads account", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to remove Zapier access to a Facebook Lead Ads account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads How to remove Zapier access to a Facebook Lead Ads account Updated May 29, 2026 18:13 To remove Zapier access to your Facebook Lead Ads account: Turn off all Zap workflows connected to your Facebook Lead Ads account. Disconnect your Facebook Lead Ads account. Remove Zapier from Leads Access in Facebook Business Manager . You must be a page owner to do this. Remove it from the list of business integrations on your account. It can take up to 12 hours for this connection to be removed. If you’ve followed the instructions above and Zapier is still connected, you may need to force a disconnection: Create a new Zap that connects Facebook Lead Ads to any app. You can use this template to create a Zap connecting Facebook Lead Ads to Gmail. Connect your Facebook Lead Ads account. Set up your Zap trigger and Zap action . Turn the Zap on, then off. Once the Zap is turned off, Zapier will be removed from the list of connected apps in Facebook Business Manager. It may take up to 12 hours for Facebook to display the changes. ", "error": null, "slug": "facebook-lead-ads", "help_title": "How to remove Zapier access to a Facebook Lead Ads account"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495919882253-How-to-get-started-with-HubSpot-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495919882253-How-to-get-started-with-HubSpot-on-Zapier", "title": "How to get started with HubSpot on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the HubSpot app on Zapier, you must have: An active HubSpot account (free or any paid plan). Super Admin permissions in your HubSpot account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot How to get started with HubSpot on Zapier Updated August 15, 2025 09:00 HubSpot and Zapier connect to automate your work. You can trigger actions when forms are submitted or contacts are created and create new contacts, deals, or companies. Prerequisites To use the HubSpot app on Zapier, you must have: An active HubSpot account (free or any paid plan). Super Admin permissions in your HubSpot account. Connect HubSpot to Zapier To create an app connection to HubSpot on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select HubSpot . Click Add connection . A new browser tab or window will open. Log into HubSpot to authenticate. Grant Zapier permission to access your account if prompted to. Your HubSpot account is now successfully connected to Zapier. About HubSpot's app", "text": "How to get started with HubSpot on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot How to get started with HubSpot on Zapier Updated August 15, 2025 09:00 HubSpot and Zapier connect to automate your work. You can trigger actions when forms are submitted or contacts are created and create new contacts, deals, or companies. Prerequisites To use the HubSpot app on Zapier, you must have: An active HubSpot account (free or any paid plan). Super Admin permissions in your HubSpot account. Connect HubSpot to Zapier To create an app connection to HubSpot on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select HubSpot . Click Add connection . A new browser tab or window will open. Log into HubSpot to authenticate. Grant Zapier permission to access your account if prompted to. Your HubSpot account is now successfully connected to Zapier. About HubSpot's app Triggers, searches, and actions Triggers New Company (Polling) - Triggers when new company is available. Company Recently Created or Updated (Polling) - Triggers when a company recently created or updated. Line_item Recently Created or Updated (Polling) - Triggers when a line_item recently created or updated. Deal Property Change (Instant) - Triggers when a specified property is provided or updated on a Deal. Email Subscriptions Timeline (Polling) - Triggers when new email timeline subscription added for the portal. New Form Submission (Instant) - Triggers when a form is submitted. New Contact in List (Instant) - Triggers when a contact is added to the specified list. New Custom Object (Instant) - Triggers when a new custom object is created. New Social Media Message (Polling) - Triggers when a message is posted from HubSpot to the specified social media channel. New Product (Polling) - Triggers when new product is available. New Company Property Change (Polling) - Triggers when a specified property is provided or updated on a company. New Custom Object Property Change (Instant) - Triggers when a specified property is provided or updated on a custom object. New Contact (Polling) - Triggers when new contact is available. Contact Recently Created or Updated (Polling) - Triggers when a contact recently created or updated. Product Recently Created or Updated (Polling) - Triggers when a product recently created or updated. New Email Event (Polling) - Triggers when all, or some specific new email event is available. New Engagement (Polling) - Triggers when new engagement created. New Line_item (Polling) - Triggers when new line_item is available. New COS Blog Article (Polling) - Triggers when a new article is added to your COS blog. New Deal (Instant) - Triggers when a new Deal is created. New Ticket Property Change (Polling) - Triggers when a specified property is provided or updated on a ticket. New Ticket (Polling) - Triggers when new ticket is available. New Contact Property Change (Instant) - Triggers when a specified property is provided or updated on a contact. Updated Deal Stage (Polling) - Triggers when a deal enters a specified stage. Searches Find Company - Finds a company by searching. Find Custom Object - Finds a custom object by searching. Find Deal - Finds a deal by searching. Get Owner by Email - Gets an existing owner by email. Get Owner by ID - Gets an existing owner by ID. Find Product - Finds a product by searching. Find or Create Company - Finds a company by searching. Deprecated, please switch to \"Find Company\" search for the most reliable experience with your Zap. Find or Create Contact - Finds a contact by searching. Find or Create Deal - Finds a deal by searching. Deprecated, please switch to \"Find Deal\" search for the most reliable experience with your Zap. Find or Create Line_item - Finds a line_item by searching. Find or Create Ticket - Finds a ticket by searching. Find Company Deprecated - Finds a company by searching. Deprecated, please switch to \"Find Company\" search for the most reliable experience with your Zap. Find Contact - Finds a contact by searching. Find Deal Deprecated - Finds a deal by searching. Deprecated, please switch to \"Find Deal\" search for the most reliable experience with your Zap. Find Associations - Find associations between objects. Get Pipeline Stage Details - Finds and retrieves CRM object pipeline stage details. Find Line_item - Finds a line_item by searching. Find Ticket - Finds a ticket by searching. Find or Create Company - Finds a company by searching. Find or Create Custom Object - Finds a custom object by searching. Find or Create Deal - Finds a deal by searching. Find or Create Product - Finds a product by searching. Actions Update Contact Subscription Preferences - Adds a contact to one or more subscription types in HubSpot. Create Company Deprecated - Creates a new company. Deprecated, please switch to \"Create Company\" action for the most reliable experience with your Zap. Create Contact - Creates a Contact in HubSpot. Create Engagement - Creates a new Engagement for a contact, in HubSpot. Create Custom Object - Creates a Custom Object in HubSpot. Create Deal - Creates a Deal in HubSpot. Get Company - Gets a Company. Get Custom Object - Gets a Custom Object. Get File Public URL - Gets a publicly accessible URL for a file that was uploaded using a HubSpot form. Get Product - Gets a Product. Create Line_item - Creates a Line_item in HubSpot. Create Enterprise Event - Creates a new custom enterprise event. Remove Associations - Removes associations between objects. Create Form Submission - Creates a new submission for a selected form. Update Company - Update a Company in HubSpot. Update Deal - Update a Deal in HubSpot. Update Product - Update a Product in HubSpot. Update Custom Object - Update a Custom Object in HubSpot. Upload File - Uploads a file to HubSpot File Manager. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Contact to List - Adds a contact to a specific static list. Create Company - Creates a Company in HubSpot. Create Associations - Creates associations between objects. Create Social Media Message - Creates and immediately publishes a message on a specified social media channel. Create Deal Deprecated - Creates a new deal. Deprecated, please switch to \"Create Deal\" action for the most reliable experience with your Zap. Add Contact to Workflow - Adds a contact to a specific workflow. Get Contact - Gets a Contact. Get Deal - Gets a Deal. Get Line_item - Gets a Line_item. Get Ticket - Gets a Ticket. Create COS Blog Post - Creates a blog post in your HubSpot COS blog. Create Product - Creates a Product in HubSpot. Remove Contact From List - Remove a contact from a specific static list. Create Ticket - Creates a Ticket in HubSpot. Update Contact - Update a Contact in HubSpot. Update Line_item - Update a Line_item in HubSpot. Update Ticket - Update a Ticket in HubSpot. Remove Email Subscription - Remove Email Subscription. Create or Update Contact - Creates a new contact or updates an existing contact based on email address. Limitations You can only have one app connection to your HubSpot account in Zapier at one time. If you connect multiple app connections to the same HubSpot account, it will invalidate the previous connection. HubSpot requires dates to be sent as a UNIX timestamp , and date/time values sent through Zapier to HubSpot will be rounded down to UTC midnight. The Add Contact to List action only works with Static Lists in HubSpot. Active lists will not show up in the dropdown. HubSpot's API limits apply. Professional accounts have 650,000 requests per day and 190 requests per 10 seconds, while Enterprise accounts have 1 million requests per day and 190 requests per 10 seconds. Some HubSpot triggers and actions are only available on paid HubSpot plans, including New COS Blog Article trigger, New Calendar Task trigger, New Email Event trigger, and Create Calendar Task action. More information on HubSpot's product and service catalog . The Add Contact to List action requires that the contact already exists in HubSpot before they can be added to a list. Templates View all of HubSpot's templates . Use cases The Zapier HubSpot integration: How to automate your work apps How to use Zapier's HubSpot Salesforce integration Additional HubSpot resources Zapier's HubSpot integration page HubSpot's Help Center HubSpot's API documentation ", "error": null, "slug": "hubspot", "help_title": "How to get started with HubSpot on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496037147789-How-to-get-started-with-LeadConnector-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496037147789-How-to-get-started-with-LeadConnector-on-Zapier", "title": "How to get started with LeadConnector on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the LeadConnector app on Zapier, you must have: A paid LeadConnector account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LeadConnector How to get started with LeadConnector on Zapier Updated August 05, 2026 14:06 LeadConnector and Zapier connect to automate marketing workflows. Trigger actions when pipeline stages change and update contacts or opportunities. Prerequisites To use the LeadConnector app on Zapier, you must have: A paid LeadConnector account. Connect LeadConnector to Zapier To create an app connection to LeadConnector on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LeadConnector . Click Add connection . A new browser tab or window will open. Log into LeadConnector to authenticate. Grant Zapier permission to access your account if prompted to. Your LeadConnector account is now successfully connected to Zapier. About LeadConnector's app", "text": "How to get started with LeadConnector on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LeadConnector How to get started with LeadConnector on Zapier Updated August 05, 2026 14:06 LeadConnector and Zapier connect to automate marketing workflows. Trigger actions when pipeline stages change and update contacts or opportunities. Prerequisites To use the LeadConnector app on Zapier, you must have: A paid LeadConnector account. Connect LeadConnector to Zapier To create an app connection to LeadConnector on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LeadConnector . Click Add connection . A new browser tab or window will open. Log into LeadConnector to authenticate. Grant Zapier permission to access your account if prompted to. Your LeadConnector account is now successfully connected to Zapier. About LeadConnector's app Triggers, searches, and actions Triggers Pipeline Stage Changed - Triggers when the pipeline stage was updated for an opportunity. (Instant) Searches No search actions available for LeadConnector Actions Add/Update Opportunity - Adds or updates an existing opportunity. Stop All Workflows for Lead - Stops all workflow for a lead. Add/Update Contact - Adds or updates an existing contact. Add Lead to Workflow - Adds a lead to an existing workflow. Add Task - Adds a task to the account. Limitations API rate limits apply. LeadConnector's API has rate limits of 100 requests per 10 seconds (burst limit) and 200,000 requests per day (daily limit). Templates View all of LeadConnector's templates . Use cases 4 ways to automate LeadConnector with Zapier How to add leads to LeadConnector from a webhook How to track LeadConnector deals in Google Sheets Add leads from Facebook Lead Ads to LeadConnector Additional LeadConnector resources Zapier's LeadConnector integration page Connect your LeadConnector sub-account with Zapier LeadConnector's Help Center LeadConnector's API documentation ", "error": null, "slug": "leadconnector", "help_title": "How to get started with LeadConnector on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496279482125-Trigger-Zap-workflows-from-new-RSS-feed-items", "final_url": "https://help.zapier.com/hc/en-us/articles/8496279482125-Trigger-Zap-workflows-from-new-RSS-feed-items", "title": "Trigger Zap workflows from new RSS feed items", "auth_signals": ["username_password"], "prerequisites": "", "connect_steps": "", "text": "Trigger Zap workflows from new RSS feed items &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS Trigger Zap workflows from new RSS feed items Updated May 29, 2026 18:18 An RSS (which stands for really simple syndication) feed is a way to get simple, stripped-down content from a source on the internet. You often find them on blogs and news sites. As an example, you can take a look at the Zapier blog RSS to see how it looks in your browser. If you’re building a Zap that you’d like to trigger off of an RSS feed, you’ll need to follow a few steps to get that RSS feed up and running with Zapier. 1. Add an RSS trigger In the Zap editor, select the Trigger step. A dialog box will open. In the search box, search for and select RSS by Zapier . The right sidebar will open to the Setup tab. Click the Trigger event field to open the dropdown menu. Select the event that you want to trigger the Zap. You can choose between: New Item in Feed: Best to monitor one RSS feed. New Items in Multiple Feeds : Best for monitoring multiple RSS feeds. Click Continue . 2. Enter the RSS feed URL In the Configure tab, in the Feed URL field, copy and paste the URL of the RSS feed. If your RSS feed is private, enter the username and password needed to access it in the relevant fields. 3. (Advanced) Select what triggers this Zap Zapier recommends using the default option “Different Guid/URL”, as it works best for most scenarios. However, advanced users can select from the following three options to trigger this Zap: Different Guid/URL (recommended): Triggers whenever a new URL is added to the RSS feed. Different Content: Triggers when any other content other than the URL changes or is added to the feed. Anything is Different: Triggers whenever any part of the feed changes, including URLs or other content. Once you’ve set your RSS trigger, you’re ready to continue setting up the rest of your Zap. ", "error": null, "slug": "rss", "help_title": "Trigger Zap workflows from new RSS feed items"}
{"url": "https://help.zapier.com/hc/en-us/articles/37480673342733-HubSpot-Zap-cannot-find-test-records", "final_url": "https://help.zapier.com/hc/en-us/articles/37480673342733-HubSpot-Zap-cannot-find-test-records", "title": "HubSpot: Zap cannot find test records", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "HubSpot: Zap cannot find test records &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot HubSpot: Zap cannot find test records Updated June 19, 2025 10:09 While setting up your HubSpot trigger, you notice that the Zap does not return any test records. Causes When retrieving records, HubSpot only shows records created within the last 30 minutes. Records created before this timeframe will not be available. How to fix it To fix it: Create a new record in HubSpot. Make sure the new record fits the criteria of the trigger you’re setting up. Return to the Zap editor in Zapier: Go to the trigger step . In the Test tab, click Test trigger or Find new records . Your new record should appear as a test record. ", "error": null, "slug": "hubspot", "help_title": "HubSpot: Zap cannot find test records"}
{"url": "https://help.zapier.com/hc/en-us/articles/30519382168973-HubSpot-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/30519382168973-HubSpot-error-Nothing-could-be-found-for-the-search", "title": "HubSpot error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "HubSpot error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot HubSpot error: Nothing could be found for the search Updated May 29, 2026 18:13 When using a HubSpot search action in your Zap workflows, you get the error message \"Nothing could be found for the search.\" You’ll see this error in the details of a Zap run in your Zap's history. The object you are searching for may exist in HubSpot. Causes This happens when: The object you are searching for does not exist in HubSpot. The search criteria for an object property does not match the corresponding data in HubSpot. The selected property type might be incorrect. The mapped field from the previous step is blank. HubSpot requires values to complete the search. Example You are searching by a contact’s first name, and the mapped field contains the first and last name. The search will fail as the data in Hubspot does not match. How to fix To fix this: Check in HubSpot that the object you are searching for exists. If it does not exist and is required for your Zap, amend your HubSpot search action to create that object in HubSpot. Review your HubSpot search action. Ensure the property type you selected to search by is correct and matches the corresponding data in HubSpot. Learn more about HubSpot’s properties . Check the mapped field you are using in your search field. You may need to select a different one to match how the object is identified in HubSpot. If no data comes through your mapped field, replace it with a field that consistently provides a value. If you cannot change the current mapped field: Add a step to set a default value as a fallback whenever your mapped field has no data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the mapped field receives no data from the previous step. (Optional) You can format data in your mapped field using Formatter by Zapier to match what HubSpot expects. Learn more about: Getting started with Formatter. Split text fields Modify text formats Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "hubspot", "help_title": "HubSpot error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496290390157-Add-items-to-an-RSS-feed-in-a-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/8496290390157-Add-items-to-an-RSS-feed-in-a-Zap", "title": "Add items to an RSS feed in a Zap", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Add items to an RSS feed in a Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS Add items to an RSS feed in a Zap Updated May 29, 2026 18:18 RSS by Zapier allows you to trigger Zap workflows with new RSS feed items, as well as add items to your own RSS feed. An RSS (really simple syndication) feed is a way to get content from a frequently updated source—such as a blog or news site—with just the key information. This article will explain how to add the Create Item in Feed action to your Zap workflows. Limitations For the Create Item in Feed action, Zapier can only handle about 10 KB of data. If your data exceeds the 10 KB limit, the action will error. In the Automatically Truncate Messages Over 10KB field, you can set it to automatically truncate the data, or not truncate the data and stop the Zap. At this time, there are no RSS actions to edit or remove items from your RSS feed. If you want to start with a fresh feed, change the feed URL. Past entries will clear out if no items are added for 14 days. Zapier only stores the 50 most recent items in the feed. If no new items are added for 14 days, all items are removed. Craigslist blocks connections to its RSS feed from servers like the ones that Zapier uses, so Zapier cannot access Craigslist RSS feeds in a Zap. Adding enclosures to RSS items When setting up a Zap, the Zap editor provides fields for \"Media URL\", \"Media MIME Type\", and \"Media Length.\" These fields are used to create an enclosure, so if you want to provide a link to other media types besides audio files or images, you can use these three fields to do so. 1. Add an RSS action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select the RSS by Zapier . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select the Create Item in Feed that you want the Zap to perform. Click Continue . 2. Set up your Zapier RSS feed URL In the Configure tab, customize the Feed URL field with a combination of letters, numbers, and hyphens to create a unique private URL for this RRS feed. 3. Add items to your RSS feed Add fields to the item that will be added to the RSS feed. Required fields: Feed URL: this is the URL that you will use to subscribe to the RSS feed. Item Title: this is the name of the item added to the RSS feed. Source URL: this is the URL for the site where the RSS feed pulls new items. Content: this is the body of the item. Click Continue . Once you’ve set up your RSS feed, you’re ready to continue setting up the rest of your Zap. Tip For inspiration on how to use RSS feeds, check out this blog post . To learn how to filter, combine, and customize your RSS feeds, check out this blog post . ", "error": null, "slug": "rss", "help_title": "Add items to an RSS feed in a Zap"}
{"url": "https://help.zapier.com/hc/en-us/articles/30329347407757-HubSpot-error-You-have-reached-your-secondly-limit", "final_url": "https://help.zapier.com/hc/en-us/articles/30329347407757-HubSpot-error-You-have-reached-your-secondly-limit", "title": "HubSpot error: You have reached your secondly limit", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "HubSpot error: You have reached your secondly limit &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot HubSpot error: You have reached your secondly limit Updated May 29, 2026 18:13 Symptoms When using HubSpot triggers or actions in your Zap workflows, you see the error message “You have reached your secondly limit” . You’ll see this error in the details of a Zap run in your Zap's history. Causes This happens when your Zap runs frequently in a short amount of time, causing you to exceed HubSpot’s rate limit. These API limits are set account-wide. How to fix To fix this: Reach out to HubSpot to increase your API usage. Review Hubspot’s API usage guidelines . If you cannot increase your API usage, review the number of Zap workflows you’ve connected to HubSpot. Disabling Zap workflows can help reduce the number of unnecessary requests to HubSpot. For HubSpot actions Besides increasing your API usage: Add a Delay After Queue action before your HubSpot action. This will queue your actions and play them one-by-one in the order they were added. When setting up your Delay step, set the delay time to 1 minute or more. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "hubspot", "help_title": "HubSpot error: You have reached your secondly limit"}
{"url": "https://help.zapier.com/hc/en-us/articles/30329101433869-HubSpot-error-You-have-reached-your-ten-secondly-rolling-limit", "final_url": "https://help.zapier.com/hc/en-us/articles/30329101433869-HubSpot-error-You-have-reached-your-ten-secondly-rolling-limit", "title": "HubSpot error: You have reached your ten_secondly_rolling limit", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "HubSpot error: You have reached your ten_secondly_rolling limit &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot HubSpot error: You have reached your ten_secondly_rolling limit Updated May 29, 2026 18:13 When using the HubSpot API with a Webhook by Zapier step in your Zap workflows, you get the error message \"You have reached your ten_secondly_rolling limit.\" You’ll see this error in the details of a Zap run in your Zap's history. Causes This happens when your Zap runs frequently in a short amount of time, causing you to exceed HubSpot’s rate limit. These API limits are set account-wide. How to fix To fix this: Reach out to HubSpot to increase your API usage. Review HubSpot’s API usage guidelines . If you cannot increase your API usage, review the number of Zap workflows you’ve connected to HubSpot. Disabling Zap workflows can help reduce the number of unnecessary requests to HubSpot. For Webhook actions Besides increasing your API usage, if you’re using a Webhooks by Zapier action to connect to HubSpot, you can: Add a Delay After Queue action before your Webhook action. This will queue your actions and play them one-by-one in the order they were added. When setting up your Delay step, set the delay time to 1 minute or more. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "hubspot", "help_title": "HubSpot error: You have reached your ten_secondly_rolling limit"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495951826445-Common-Problems-with-HubSpot", "final_url": "https://help.zapier.com/hc/en-us/articles/8495951826445-Common-Problems-with-HubSpot", "title": "Common Problems with HubSpot", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot Common Problems with HubSpot Updated March 04, 2026 04:39 Timeout or memory errors On rare occasions HubSpot can return a lot of data which can clog up our system, in those cases we recommend removing a few fields from the Additional Properties to Retrieve field. Trigger for New Form Entry does not have all my fields Right now the HubSpot API does not support all fields for the new form entry. This is a known issue that the HubSpot team is working on. In the meantime, if you make a list in HubSpot that is keyed off of the form submission, and then change your Zapier trigger to be the \"New Contact in List\" trigger, you'll have access to the entire contact profile in the action. This will solve the problem until we can get a better form submission trigger in there. I'm getting an \"Unable to add unknown contact to list\" error The Add Contact to List action requires that the contact already be in HubSpot before they can be added to a list. The best way to ensure this is to add the HubSpot Create/Update Contact action before the Add Contact to List action. This guarantees that the contact exists and can then be added to the list. 404 Error when trying to get Blog Authors Blog authors aren't supported on the current version of the API we're using. We plan to upgrade this in the future, but in the meantime, you can use the \"Use A Custom Value\" to set the Blog Author's ID. The easier way to find the IDs is to create another zap with the Create/Update Contact action and to click the dropdown for the HubSpot Owner field - you'll see the IDs in gray after the user's name: So if you wanted zap@zapier to be the author, you'd set the Blog Author like this: \"Property values were not valid\" message when creating a new contact Sometimes HubSpot returns the message Property values were not valid or The value supplied for the property _____ must be one of the available options. This means that one of the fields in your action step template corresponds to a checkbox in HubSpot or HubSpot CRM, and you've specified something for that field that is not a \"true\" or \"false\" string—for example, a \"yes\", \"no\", \"True\", \"False\", etc. HubSpot will only take a \"true\" or \"false\" in those fields, so if your trigger app is passing data in different format, you can use a Formatter step to convert those values . Multi-select fields won't work If you have a multi-select", "text": "Common Problems with HubSpot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot Common Problems with HubSpot Updated March 04, 2026 04:39 Timeout or memory errors On rare occasions HubSpot can return a lot of data which can clog up our system, in those cases we recommend removing a few fields from the Additional Properties to Retrieve field. Trigger for New Form Entry does not have all my fields Right now the HubSpot API does not support all fields for the new form entry. This is a known issue that the HubSpot team is working on. In the meantime, if you make a list in HubSpot that is keyed off of the form submission, and then change your Zapier trigger to be the \"New Contact in List\" trigger, you'll have access to the entire contact profile in the action. This will solve the problem until we can get a better form submission trigger in there. I'm getting an \"Unable to add unknown contact to list\" error The Add Contact to List action requires that the contact already be in HubSpot before they can be added to a list. The best way to ensure this is to add the HubSpot Create/Update Contact action before the Add Contact to List action. This guarantees that the contact exists and can then be added to the list. 404 Error when trying to get Blog Authors Blog authors aren't supported on the current version of the API we're using. We plan to upgrade this in the future, but in the meantime, you can use the \"Use A Custom Value\" to set the Blog Author's ID. The easier way to find the IDs is to create another zap with the Create/Update Contact action and to click the dropdown for the HubSpot Owner field - you'll see the IDs in gray after the user's name: So if you wanted zap@zapier to be the author, you'd set the Blog Author like this: \"Property values were not valid\" message when creating a new contact Sometimes HubSpot returns the message Property values were not valid or The value supplied for the property _____ must be one of the available options. This means that one of the fields in your action step template corresponds to a checkbox in HubSpot or HubSpot CRM, and you've specified something for that field that is not a \"true\" or \"false\" string—for example, a \"yes\", \"no\", \"True\", \"False\", etc. HubSpot will only take a \"true\" or \"false\" in those fields, so if your trigger app is passing data in different format, you can use a Formatter step to convert those values . Multi-select fields won't work If you have a multi-select field in HubSpot, you can map data to it by putting a ; in between the options. For example, it would look like this: That would result in more than one option being selected on the Hubspot side. Note that the data you pass to Hubspot has to exactly match the option in Hubspot, including punctuation and capital letters. Smart List is not available in the dropdown The Add Contact to List action only works with Static Lists in HubSpot. Smart Lists will not show up here. You'll need to change your list in HubSpot to be a static list, or else use the Create/Update Contact action to update the property that would make a contact automatically qualify for a Smart List. This access_token does not have proper permissions! This error means that the HubSpot account you have connected to Zapier does not have enough permissions to perform your configured action in Zapier. You should add the permissions mentioned in the error to move forward. New Contact in List triggers on contacts that are not in the list Dynamic lists may use conditions that rely on properties that HubSpot will set for new contacts, but not immediately e.g. Original Source . If the condition only excludes certain values the contact may match the conditions briefly until the properties have been set. Add a \"The contact property X is known\" condition to the list to prevent this. I'm getting the error \"api.hubapi.com returned (403) Forbidden and said \"This access_token (###) does not have proper permissions! (requires all of [content-access])\" Generally, we see this error when trying to add an event to a HubSpot calendar that the connected account doesn't have access to. The \"New Calendar Task\" trigger only works with HubSpot Marketing product's content calendar - not normal HubSpot CRM tasks. ", "error": null, "slug": "hubspot", "help_title": "Common Problems with HubSpot"}
{"url": "https://help.zapier.com/hc/en-us/articles/34772927583373-Find-associated-information-in-HubSpot-objects-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/34772927583373-Find-associated-information-in-HubSpot-objects-on-Zapier", "title": "Find associated information in HubSpot objects on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "how to connect a new account . Click Continue . In the Configure tab, set up the required fields. Record ID to search : Enter the record ID of the object you want to use to search for associated records. The record ID should be in a numerical format. E.g. (32005751615). Starting record type : Select the object type associated with the ID you added in the first field. Number of association to search : Select the maximum number of associated types to include in your search. For example, selecting 2 will allow you to return two different associated object types, like contacts and companies. Target associated object type : Select the object type that the Zap will retrieve. If you have selected to retrieve multiple association objects types, you’ll need to fill a field for each association. Test your action . To complete the process, add a relevant HubSpot search action, such as Find Contact or Find Deal, to retrieve detailed information.", "text": "Find associated information in HubSpot objects on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot Find associated information in HubSpot objects on Zapier Updated May 29, 2026 18:13 HubSpot triggers do not contain information about associated objects such as companies. To retrieve this information, use the Find Association search action in your Zap workflows. This action returns the object IDs of associated contacts, companies, and tickets. You can then use these IDs with the relevant search action to retrieve further details. Set up the Find Association action To set up the Find Association action: In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select HubSpot . The right sidebar will open up to the Setup tab. Click the event field to open the modal. Select the Find Association search action. Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . In the Configure tab, set up the required fields. Record ID to search : Enter the record ID of the object you want to use to search for associated records. The record ID should be in a numerical format. E.g. (32005751615). Starting record type : Select the object type associated with the ID you added in the first field. Number of association to search : Select the maximum number of associated types to include in your search. For example, selecting 2 will allow you to return two different associated object types, like contacts and companies. Target associated object type : Select the object type that the Zap will retrieve. If you have selected to retrieve multiple association objects types, you’ll need to fill a field for each association. Test your action . To complete the process, add a relevant HubSpot search action, such as Find Contact or Find Deal, to retrieve detailed information. ", "error": null, "slug": "hubspot", "help_title": "Find associated information in HubSpot objects on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33267872022029-Mailchimp-error-Invalid-Resource-Please-provide-a-valid-email-address", "final_url": "https://help.zapier.com/hc/en-us/articles/33267872022029-Mailchimp-error-Invalid-Resource-Please-provide-a-valid-email-address", "title": "Mailchimp error: Invalid Resource - Please provide a valid email address", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Mailchimp error: Invalid Resource - Please provide a valid email address &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailChimp Mailchimp error: Invalid Resource - Please provide a valid email address Updated May 29, 2026 18:13 When using the Mailchimp Add/Update Subscriber action in your Zap workflows, you see the error message \"Invalid Resource - Please provide a valid email address\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field does not contain a valid email address. The mapped field contains more data than just an email address, such as the email address and a telephone number. How to fix it To fix this issue: If the issue only occurs when you test the step, change the value to provide a valid email address. If the mapped field contains more information than just an email address, add a Formatter step after it to: Extract the email address or, Split text to isolate the email address. If the mapped field contains data in an unexpected format, you can use regular expressions (regex) to extract the email address. Before continuing to your Mailchimp step, add a filter to your Zap to ensure an email address exists in the field. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "mailchimp", "help_title": "Mailchimp error: Invalid Resource - Please provide a valid email address"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495999420173-Common-problems-with-MailChimp-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495999420173-Common-problems-with-MailChimp-on-Zapier", "title": "Common problems with MailChimp on Zapier", "auth_signals": ["username_password"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailChimp Common problems with MailChimp on Zapier Updated May 29, 2026 18:13 How do I set my group as a custom value? To dynamically update the group field, you will need to format your group to match the exact format shown in Mailchimp's dropdown menu. The format requires you to combine the category and option, separated by an arrow (->) group category->group option . Example If you had a group category called Role, and one of the options was Treasurer, you'd input this format: Role->Treasurer I use Google Apps to login to MailChimp, how can I connect my account? If you use Google Apps to access your MailChimp account, you'll need to set up a username and password with MailChimp . After you have a username and password, you can use those credentials to connect MailChimp to Zapier. I’m having the same email addresses adding to all my new subscribers When using the Add/Update subscriber action to create a new subscriber, use data from a previous step when filling the Subscriber Email field. This ensures that the Zap will use the current email address. If you type an email address on the field, it will try to subscribe the same email address every time. My Mailchimp signup form fields are not showing up If you cannot see some fields from your MailChimp account on the Zap editor, scroll to the bottom of the MailChimp step and click Refresh fields . This will update the list of fields available on the Zap. Subscribers won't show up in list immediately if you have double opt-in If your MailChimp list has double opt-in enabled, you won't see any subscribers added by your zap until after that new subscriber clicks through the double opt-in email. However, your task history will show a successful task immediately, even if the subscriber does not confirm the double opt-in email. My tasks show a \"halted\" status MailChimp checks for duplication based on an email address, so if your Zap tries to add an email address that already exists in that list, that task will appear as \"halted\" in your Zap run history. If you'd like to update a subscriber, select Yes from the dropdown menu of the Updated Existing field, in the Set up action section of the MailChimp step. My subscriber isn't triggering the Zap If someone subscribes to a list, then unsubscribes, and later is added back to the list, the Zap will not trigger as it sees it as a duplicate from the first", "text": "Common problems with MailChimp on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailChimp Common problems with MailChimp on Zapier Updated May 29, 2026 18:13 How do I set my group as a custom value? To dynamically update the group field, you will need to format your group to match the exact format shown in Mailchimp's dropdown menu. The format requires you to combine the category and option, separated by an arrow (->) group category->group option . Example If you had a group category called Role, and one of the options was Treasurer, you'd input this format: Role->Treasurer I use Google Apps to login to MailChimp, how can I connect my account? If you use Google Apps to access your MailChimp account, you'll need to set up a username and password with MailChimp . After you have a username and password, you can use those credentials to connect MailChimp to Zapier. I’m having the same email addresses adding to all my new subscribers When using the Add/Update subscriber action to create a new subscriber, use data from a previous step when filling the Subscriber Email field. This ensures that the Zap will use the current email address. If you type an email address on the field, it will try to subscribe the same email address every time. My Mailchimp signup form fields are not showing up If you cannot see some fields from your MailChimp account on the Zap editor, scroll to the bottom of the MailChimp step and click Refresh fields . This will update the list of fields available on the Zap. Subscribers won't show up in list immediately if you have double opt-in If your MailChimp list has double opt-in enabled, you won't see any subscribers added by your zap until after that new subscriber clicks through the double opt-in email. However, your task history will show a successful task immediately, even if the subscriber does not confirm the double opt-in email. My tasks show a \"halted\" status MailChimp checks for duplication based on an email address, so if your Zap tries to add an email address that already exists in that list, that task will appear as \"halted\" in your Zap run history. If you'd like to update a subscriber, select Yes from the dropdown menu of the Updated Existing field, in the Set up action section of the MailChimp step. My subscriber isn't triggering the Zap If someone subscribes to a list, then unsubscribes, and later is added back to the list, the Zap will not trigger as it sees it as a duplicate from the first time they subscribed. Unique email addresses will only be sent once. Your Zap may also not trigger as expected if subscribers are imported into MailChimp. In these cases, it's possible to bulk import data into Zap workflows . How do I know which subscribers were added through my Zap? You can look at the Source field on a subscriber record, in your MailChimp list, to see how it was added. I only want to send a campaign to one person, not a whole audience At the moment, Zapier does not have an action that sends a campaign to a specific person. The Send Campaign action will email all contacts in your audience. To trigger a campaign for each new subscriber, you can set up up an automation email in MailChimp . Create a rule that sends an email whenever a specific tag is added to a subscriber. Once that's set, create a Zap using the MailChimp Add Subscriber To Tag action, which will trigger your automated email. ", "error": null, "slug": "mailchimp", "help_title": "Common problems with MailChimp on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33183992657805-Mailchimp-error-Required-field-Subscriber-Email-email-is-missing", "final_url": "https://help.zapier.com/hc/en-us/articles/33183992657805-Mailchimp-error-Required-field-Subscriber-Email-email-is-missing", "title": "Mailchimp error: Required field \"Subscriber Email\" (email) is missing", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Mailchimp error: Required field &quot;Subscriber Email&quot; (email) is missing &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailChimp Mailchimp error: Required field &quot;Subscriber Email&quot; (email) is missing Updated May 29, 2026 18:13 When using the Mailchimp Add/Update Subscriber action in your Zap workflows, you see the error message \"Required field \"Subscriber Email\" (email) is missing\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step did not return a value. The mapped field contains invalid data, such as text that does not conform to the expected email address format. How to fix it To fix this issue: Ensure the selected mapped field contains a valid email address during each Zap run. If the mapped field lacks data, substitute it with a field that reliably provides a valid email address. If you cannot change the current mapped field, add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the mapped field receives no data from the previous step. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "mailchimp", "help_title": "Mailchimp error: Required field \"Subscriber Email\" (email) is missing"}
{"url": "https://help.zapier.com/hc/en-us/articles/47402591569805-Migrating-from-Agents-to-AI-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/47402591569805-Migrating-from-Agents-to-AI-by-Zapier", "title": "Migrating from Agents to AI by Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "Migrating from Agents to AI by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI AI by Zapier Migrating from Agents to AI by Zapier July 15, 2026 18:10 Zapier is migrating Agents (agents.zapier.com) to AI by Zapier, a more powerful AI experience built directly into the Zap editor. This guide explains why Zapier is making this change, what changes for you, and how to migrate your agents to AI by Zapier. Why Agents is migrating to AI by Zapier Agents ran as a standalone product at agents.zapier.com. Because it lived outside the core Zapier platform, you could not combine your agents with the full library of Zap triggers, actions, filters, branching logic, and automation history. AI by Zapier brings everything together. Your agent's tool calling, AI reasoning, and autonomous task execution now run inside a single AI by Zapier step in the Zap editor, on the same infrastructure that powers your other Zaps. Benefits of migrating AI by Zapier lets you mix and match, within a single Zap, agentic steps that reason and act autonomously, AI steps for tasks like summarization and classification, and deterministic steps for precise, predictable actions. You are no longer limited to choosing between \"let the agent handle everything\" and \"hard-code every step.\" Granular control Model selection. Choose from Standard, Advanced, and Premium model tiers based on your task's complexity and cost needs, or select a specific model. Per-tool approvals. Turn on Require approval before running for any tool to pause the run and ask for your approval before AI by Zapier uses it. Leave it off for low-risk actions, such as reads, and turn it on for sensitive actions, such as writes. More reliable outcomes Structured output and input fields. Define exactly what fields the AI should return, and pass clear, typed inputs into the step from earlier Zap steps, so results map directly into downstream steps without extra parsing. Full observability in Zap history. Every agentic run is recorded in Zap history alongside your other automations. Open any run to review which tools were called, what data was passed, which model tier was used, and how many tasks it consumed, all from the same interface you use for every other Zap step. Cost control Task-based billing. AI by Zapier uses the same task-based pricing as the rest of Zapier. You no longer manage a separate Agents subscription or add-on fees, and you can review exactly which tasks a run consumed, broken down by tool call, model tier, and step, in Zap history. Task usage guardrails. If a single run exceeds 75 tasks, it automatically pauses for your review before continuing. This helps prevent runaway costs from long-running loops or repeated tool calls. Admin controls Approval flows for publishing. Admins can require Zaps that contain AI steps to go through an approval process before they publish, giving your team a consistent review gate for AI-powered automation. Account-level agentic controls. Admins can enable or disable tool calling and agentic behavior at the account level from the Admin Control Center. Organizations that previously had Agents blocked will have tool calling off by default in AI by Zapier, and can unblock it at any time. Model blocking. Admins can restrict which models are available to users in their organization. Easier to navigate Your Zaps, including migrated agents, all appear in the same asset listing as the rest of your automations. You no longer need to switch between zapier.com and agents.zapier.com. Migration timeline Date What happens July 15, 2026 AI by Zapier with looping tool calls is generally available. July 15 – August 15, 2026 Enterprise trial customers have one month to migrate their agents to AI by Zapier in Zaps. August 15, 2026 Enterprise trials expire. Accounts convert to a free Agents account. If your account is on an Enterprise trial, migrate each agent before August 15, 2026, to avoid interruptions. How to migrate your agents to Zaps Zapier automatically converts your agents to Zaps. You do not need to rebuild anything from scratch. Each converted agent becomes a Zap with an AI by Zapier step pre-configured with your original prompt and tools. What gets carried over automatically: Your agent's prompt and instructions Your connected tools (the apps and actions your agent could use) Your agent's trigger (scheduled, webhook, and so on) To migrate and publish your Zap: Go to agents.zapier.com and open your agent list. Each agent shows a Migrate your Zap link. Click it to start the migration. A dialog box will appear once your Zap is ready to review. Click Open Zap . In the Zap editor, click your AI by Zapier step to review your prompt and tools in the Configure tab. Click Edit to make any changes. Click Preview to run the AI step with the sample data. Review the AI's output, which tools it called and what they did, and how many tasks the run consumed. If the output looks correct, click the arrow button to proceed. Click the Test tab. Click Test Zap to run the complete workflow end-to-end. Review the results in the test panel. If anything looks off, adjust the prompt or tool settings directly in the step. Once all steps are tested and you are happy with your workflow, click Publish . A confirmation dialog will appear. Select the checkbox to confirm you want the Zap to go live, then click Publish agent . By default, your tools run without pausing for confirmation. To review specific tool actions before they run, turn on Require approval before running for that tool in the step settings. A dialog box will ask if you want to turn off your original agent. Click Turn off agent . Once you review and publish each Zap, your agent list updates to reflect the migration. Each migrated agent shows as Published , with an Open Zap link and a confirmation banner at the top of the page. To migrate several agents at once, in the banner at the top of the My agents page, click Migrate all published Agents to Zaps instead of migrating them individually. Note Full-Zap tests currently consume tasks the same way production runs do. Zapier is working on a fix for this. Keep this in mind while testing. Features that work differently in AI by Zapier Agent-to-agent calling If your agent calls other agents, or is called by another agent as a sub-agent, follow the standard migration flow, then make these additional changes: Migrate your agent to a Zap using the standard flow described above. In the Zap editor, change the trigger to Sub-Zap by Zapier . Update any parent Zaps or migrated agents that previously called this agent to point to the new sub-Zap. On-demand (chat-triggered) agents On-demand agents, the kind you trigger by chatting with them, do not have a direct equivalent trigger in the Zap editor yet. You can replicate this experience with a webhook trigger , which lets you send a message from any chat surface, such as Slack, a web app, or a custom interface, to start your Zap. How to turn off your agent after publishing If you did not turn off your agent in step 9, both your Zap and agent can run at the same time, which may cause duplicate actions. To turn off your agent: Go to agents.zapier.com and find the original agent. Click Edit agent . Click Publish ∨ . Click Unpublish to deactivate it. To confirm the agent is off, click Publish ∨ again. The dropdown will display \"Your agent is not published\". Repeat this process for each agent you want to migrate. Enterprise and admin controls Admins can enable or disable tool calling and agentic behavior at the account level from the Admin Control Center. If your admin restricted tool calling, the AI by Zapier step shows that it is available but currently blocked, with a path to request access. Note Organizations that previously had Agents blocked will have tool calling turned off by default in AI by Zapier. Admins can unblock it at any time from the Admin Control Center. Super admins: migrate Zaps on behalf of users Super admins can publish migrated Zaps on behalf of users in their organization, without requiring each user to act individually. This lets admins complete the migration for their entire team from one place. To find agents owned by other users in your organization, go to your shared agents page . Follow the steps in How to migrate your agents to Zaps to migrate each agent. When publishing a Zap using another user's connection, you are prompted to confirm before proceeding. Note Publishing a Zap on behalf of another user runs it on their connected accounts, such as their Gmail or Slack. Any actions the Zap takes happen as that user. Avoid live triggers, like sending email, unless you confirm with that user first. Not supported yet A small number of Agents features are not yet available in AI by Zapier: Feature Status Note Bring Your Own Model (BYOM), admin-level Coming in a future release You can already connect your own API key at the user level to reduce the task multiplier applied to your runs. Org-wide, admin-level model configuration is what is not yet available. Knowledge sources Coming in Q3 2026 Sources available in Agents (HubSpot, Asana, Zendesk, Zoom, Jira) are not yet supported in AI by Zapier. If your agent relies on one of these, contact your account rep for guidance on next steps. FAQ Do I have to rebuild my agent from scratch? No. Zapier automatically converts your agent's prompt and tools into a Zap. Find it, test it, and publish it. What if my agent does not work the same way after migration? Test your migrated Zap before turning off your original agent. If something does not work as expected, contact your account rep or Zapier support . What happens to my Enterprise trial if I do not migrate by August 15, 2026? Your trial expires and your account converts to a free Agents account. Contact your account rep if you need an extension or have questions. Can both my agent and my new Zap run at the same time? Yes, until you turn off your agent, both run independently. Turn off your agent after you publish your Zap to avoid duplicate actions. Next steps You have learned why Agents is migrating to AI by Zapier and how to move your agents to Zaps. Use AI by Zapier to analyze and return data : Get familiar with the AI by Zapier step your migrated agent now runs on. Add tools to your AI by Zapier step : Configure model tiers and per-tool approvals for your migrated Zap. AI by Zapier model tier pricing : Understand how task usage is calculated. Contact your account rep (Enterprise customers) or Zapier support if you need help with your migration. ", "error": null, "slug": "ai", "help_title": "Migrating from Agents to AI by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/30519391493901-HubSpot-error-Object-not-found-objectId-are-usually-numeric", "final_url": "https://help.zapier.com/hc/en-us/articles/30519391493901-HubSpot-error-Object-not-found-objectId-are-usually-numeric", "title": "HubSpot error: Object not found. objectId are usually numeric", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "HubSpot error: Object not found. objectId are usually numeric &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing HubSpot HubSpot error: Object not found. objectId are usually numeric Updated May 29, 2026 18:13 When using a HubSpot update action in your Zap workflows, you get the error message \"Object not found. objectId are usually numeric.\" You’ll see this error in the details of a Zap run in your Zap's history. Causes This happens when the value in the Object ID field contains text, such as an email address or the name of a deal. This field in HubSpot accepts numerical values only. How to fix it To fix it: Add a HubSpot find action before your update action. This action will find the object's corresponding numerical ID value in Hubspot. For example, add a Find Deal action before your Update Deal action. In your HubSpot update action, in the Object ID field, map the numerical ID field from the previous step. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "hubspot", "help_title": "HubSpot error: Object not found. objectId are usually numeric"}
{"url": "https://help.zapier.com/hc/en-us/articles/46597632373389-AI-by-Zapier-new-model-based-pricing-starting-June-15-2026", "final_url": "https://help.zapier.com/hc/en-us/articles/46597632373389-AI-by-Zapier-new-model-based-pricing-starting-June-15-2026", "title": "AI by Zapier: new model-based pricing starting June 15, 2026", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "AI by Zapier: new model-based pricing starting June 15, 2026 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2026 AI by Zapier: new model-based pricing starting June 15, 2026 Updated August 12, 2026 09:57 Starting June 15, 2026, AI by Zapier steps are priced by model tier. The model tier you select determines how many tasks your step uses per run. Available on plans: Free Professional Team Enterprise What does this mean for you? AI steps are now priced by model tier: Your model tier sets the base cost per run (Standard 1x, Advanced 3x, Premium 5x). Tool calls add to that base cost at the same rate. The default tier is Advanced: New steps default to the Advanced tier (3x) to allow you to use tools with your AI by Zapier step. You can switch to Standard (no tools), Premium (tools and more sophisticated reasoning), or connect your own AI account (1x) at any time. A per-step task limit protects against unexpected usage: If a step reaches 75 tasks in a single run, your Zap pauses and asks you to approve before continuing. Availability Available on Professional, Team, and Enterprise plans. Tool calls are available on all of these plans when you select the Advanced or Premium model tier. Get started Add tools to your AI by Zapier step : configure tools, select a model tier, and understand task usage AI by Zapier model tier pricing : full breakdown of rates, the task formula, and worked examples Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null, "slug": "ai", "help_title": "AI by Zapier: new model-based pricing starting June 15, 2026"}
{"url": "https://help.zapier.com/hc/en-us/articles/46425475442829-AI-by-Zapier-model-tier-pricing", "final_url": "https://help.zapier.com/hc/en-us/articles/46425475442829-AI-by-Zapier-model-tier-pricing", "title": "AI by Zapier model tier pricing", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "AI by Zapier model tier pricing &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI AI by Zapier AI by Zapier model tier pricing Updated August 07, 2026 23:03 AI by Zapier uses a model tier system to determine task usage. The model tier selected and tool usage affect how many tasks your AI by Zapier step uses per run. Available on plans: Free Professional Team Enterprise Model tiers Model tier Task multiplier Tool support Notes Standard 1x No Suitable for simple prompts without tools. Advanced 3x Yes Good balance of performance and cost for tool workflows. Premium 5x Yes The default for new steps. Best performance for complex tool workflows. Your own AI account (Bring Your Own Key) 1x With Advanced or Premium models only Use your own API credentials. The most cost-effective option for tool-heavy workflows. Note When you create a new AI by Zapier step on a paid plan, the model tier defaults to Premium . If you select Auto within a tier, Zapier uses the default model for that tier: Claude 4.5 Haiku for Advanced, and Claude 4.6 Sonnet for Premium. On a Free plan, the model tier defaults to Standard , and the Advanced and Premium tiers appear locked in the model picker. Click Upgrade plan to unlock these tiers. Available models by tier Standard models (1x) Model Provider GPT-4.1 nano OpenAI GPT-4.1 mini OpenAI GPT-4o Mini OpenAI GPT-5 nano OpenAI GPT-5 mini OpenAI GPT-5.4 Mini OpenAI GPT-5.4 Nano OpenAI Gemini 2.5 Flash Google Gemini 2.5 Flash Lite Google Advanced models (3x) Model Provider GPT-4.1 OpenAI o3-mini OpenAI Claude 4.5 Haiku Anthropic Gemini 2.5 Pro Google Premium models (5x) Model Provider GPT-4o OpenAI GPT-5 OpenAI GPT-5.2 OpenAI GPT-5.4 OpenAI Claude 4.5 Sonnet Anthropic Claude 4.6 Sonnet Anthropic Claude 4.5 Opus Anthropic Claude 4.6 Opus Anthropic Claude 4.7 Opus Anthropic Claude 4.8 Opus Anthropic Task calculation formula A tool call is any time AI by Zapier successfully uses a tool (an app action or knowledge source) during a run. Learn how to add tools to your AI by Zapier step . This is the formula used to calculate task usage on AI by Zapier steps: Tasks used per run = (1 × model rate) + (number of tool calls × model rate) Where: - Model rate is the task multiplier for your selected model tier (1x, 3x, or 5x). - Tool calls are app actions and knowledge sources used during the run. Task usage examples New AI by Zapier steps default to the Premium (5x) tier, so expect higher task usage unless you choose a lower tier. Examples The calculation column shows how tasks are computed using the formula: (1 × model rate) + (tool calls × model rate) = total tasks The first part (1 × model rate) is the task count for running the step itself. The second part (tool calls × model rate) is the task count used for each tool the AI calls (if any). Example Model tier Tool calls Calculation Total tasks AI step with no tools Standard (1x) 0 (1 × 1) + (0 × 1) 1 task Advanced (3x) 0 (1 × 3) + (0 × 3) 3 tasks Premium (5x) 0 (1 × 5) + (0 × 5) 5 tasks AI Step with tools (Premium) Premium (5x) 2 (1 × 5) + (2 × 5) = 5 + 10 15 tasks AI Step with tools (Advanced) Advanced (3x) 1 (1 × 3) + (1 × 3) = 3 + 3 6 tasks Your own AI account Your own AI account (1x) 4 (1 × 1) + (4 × 1) = 1 + 4 5 tasks Legacy step, no tools Not available 0 — 1 task Legacy AI by Zapier steps Legacy AI by Zapier steps (created before June 15, 2026) will not be updated automatically and cannot use tools or knowledge sources. To use tools or select a model tier, you must create a new AI by Zapier step . Legacy steps do not display model tiers, but the same tier logic applies. As of June 30, 2026, legacy steps that use knowledge sources with a Standard model are paused, whether they use your own key or Zapier's connection. Legacy steps that use an Advanced or Premium model will continue to run. To keep using knowledge sources, create a new AI by Zapier step and select an Advanced or Premium model. Task limit per run If an AI by Zapier step reaches 75 tasks during a single run, Zapier will pause the step and ask you to approve it before continuing. This helps prevent unexpected task usage. You can review and approve paused runs in your Zap history . Next steps You now know how model tiers affect task usage in AI by Zapier. Here are some useful next steps. Use AI by Zapier to analyze and return data Add tools to your AI by Zapier step Connect your own AI provider Understand tasks in Zapier What is a task in Zapier? ", "error": null, "slug": "ai", "help_title": "AI by Zapier model tier pricing"}
{"url": "https://help.zapier.com/hc/en-us/articles/45863491098893-Add-tools-to-your-AI-by-Zapier-step", "final_url": "https://help.zapier.com/hc/en-us/articles/45863491098893-Add-tools-to-your-AI-by-Zapier-step", "title": "Add tools to your AI by Zapier step", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "Add tools to your AI by Zapier step &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI AI by Zapier Add tools to your AI by Zapier step Updated August 12, 2026 09:57 You can add tools to your AI by Zapier step to allow it to use other apps to complete your prompt. When you add tools, AI by Zapier uses multiple tools to gather information and produce a result, rather than just generating a completion. Available on plans: Free Professional Team Enterprise Note Migrating from Zapier Agents? Adding tools to AI by Zapier creates agentic workflows, the same capability that previously required standalone Agents. Your agent's tool calling, AI reasoning, and autonomous task execution now run inside a single AI by Zapier step. Learn about migrating from Agents to AI by Zapier . Before you begin You need a Zap with an AI by Zapier step. Learn how to create an AI by Zapier step . 1. Open your AI by Zapier step Go to your Zap workflows dashboard . Click the Zap that contains your AI by Zapier step to open it in the editor. Click your AI by Zapier step. The right sidebar will open to the Setup tab. 2. Select a model tier The model tier determines what models you can use, and how many tasks your step uses per run. It also determines whether your step can use tools and knowledge sources. Only Advanced and Premium models can use these features. Below the Prompt field, click the model dropdown . Select a model tier: Advanced (3x tasks): Stronger reasoning for complex prompts. Premium (5x tasks): Complex analysis and multi-step reasoning. This is the default for new steps. Bring Your Own Key (1x tasks): Connect your own AI provider using your own API key. This is the most cost-effective option for tool-heavy workflows. Tool calls and knowledge sources are only available when you connect an Advanced or Premium model. Check which tier a model belongs to . Expand the tier to select a specific model , or choose Auto to use the default model within that tier. Note On a Free plan, the model tier defaults to Standard, and the Advanced and Premium tiers appear locked in the model picker. To unlock these tiers, upgrade your Zapier plan . For a full list of available models by tier, check AI by Zapier model tier pricing . If the model you want is not listed, select Bring Your Own Key to connect your own AI provider account. 3. Add tools to your step Under Settings , expand the Tools and Knowledge section to add tools your AI by Zapier step can use. AI by Zapier only uses the tools it needs to complete your prompt. Tools are optional. If you do not add any tools, AI by Zapier runs as a prompt-only step. Advanced and Premium tiers still use tasks at their tier rate per run, even without tools. Require approval for a tool When you add or edit a tool, toggle on Require approval before running to pause the run and ask for your approval before AI by Zapier uses that tool. This toggle is off by default, so the tool runs without interruption unless you turn it on. Turn on Require approval before running for sensitive actions, such as tools that create, update, or delete data. Leave it off for low-risk actions, such as reads, so your Zap runs without unnecessary pauses. Web search App action or knowledge source Toggle on Browse the web to let AI by Zapier search the web and visit sites while completing your prompt. In the Tools and Knowledge section, click + Add tool . The Add tool dialog will open. Under Tool type , select the type of tool you want to add: App action : Use any Zapier app and action as a tool, such as looking up a record in your CRM, sending a Slack message, or adding a row to a spreadsheet. Knowledge : Connect a knowledge source so AI by Zapier can retrieve information from your documents or data. Learn about available knowledge sources . If you selected App action : In the App field, select the app you want to use. In the App action field, select the action you want AI by Zapier to perform. In the Account field, select the connected account to use. Configure the input fields for your tool. For each field, you can: Set specific field : Enter a static value or map data from a previous Zap step. Let agent choose from list : AI by Zapier chooses from the available options for that field. Agent determines field : AI by Zapier determines the appropriate value at runtime based on your prompt. Exclude field : Skip optional fields you do not need. Click Add tool . The tool will appear in your Tools list. Repeat to add more tools, then continue to your prompt. Note Adding a tool lets AI by Zapier decide when and how many times to call each tool based on your prompt. AI by Zapier will determine this when the step runs. 4. Write your prompt Your prompt tells AI by Zapier what to accomplish. For guidance on writing prompts, go to Use a custom prompt . When you add tools to your step, AI by Zapier uses your prompt to decide which tools to call and how to use them. Be specific about your goal and the expected outcome. Note If you turn on Require approval before running for a tool, AI by Zapier asks for your approval before it uses that tool, regardless of how the prompt is worded. Set this for each tool before you finish your step. In the Prompt field, enter your instructions. (Optional) Click Add input field to pass data from previous Zap steps into your prompt. Review the suggested Output fields and adjust them to match what you need from this step. 5. Preview and test Click Preview to run a test of your prompt and tool configuration. The preview panel will open on the right. Review the results: Output : The structured data your step will return, based on your output fields. This is what you can map to later steps in your Zap. Tools used : Each tool AI by Zapier called during the preview run, what it did, and whether it succeeded. Use this to verify AI by Zapier is using the right tools and producing the expected results. If you make changes to the prompt, click the refresh button in the preview panel to regenerate it. Once you're done, click Finish and continue building your Zap. Note The step will display the maximum number of tasks this step could use per run. If the step reaches 75 tasks during a live run, your Zap will pause for feedback so you can decide whether to continue or stop. Learn more about task limits for AI by Zapier steps . Pause for feedback During a live Zap run, your AI by Zapier step pauses and asks for your input when: A tool with Require approval before running is about to run : If you turned on this setting for a tool, AI by Zapier pauses before that tool runs and waits for your approval, regardless of how specific your prompt is. Tools without this setting run without interruption. More information is needed : AI by Zapier cannot determine how to continue based on your prompt and the available data. The task limit is reached : The step hit the maximum number of tasks allowed per run. Note This setting is off by default for new tools, so your step does not pause for approval unless you turn on Require approval before running for that tool. Turn it on for sensitive tools, such as those that create, update, or delete data, if you want to review them before they run. This pause uses the same Human-in-the-Loop mechanism as the rest of Zapier. When a pause occurs: Your AI by Zapier step shows as Delayed on the Zap canvas. Your Zap run shows 1 action needs your approval under the Activity tab. You receive an email notification with a link to review the step. Review a paused tool call When your AI by Zapier step pauses, you need to approve or reject the action to continue the Zap. To review your Zap step: Click Review step in the notification email, or visit your Zap history page and open the paused run. Under your AI by Zapier step, select the Activity tab. Under Tools used , review the Review and approve prompt for the pending tool, which shows how many fields AI by Zapier filled in for that action. Click the tool name to expand it and see the full field values. Choose an action: Approve : Confirm the fields and let AI by Zapier continue the run. Reject : Stop the run. Review tool activity after a run After your Zap runs, you can review which tools AI by Zapier used and their actions. Go to your Zap history page . Locate the specific run and click your AI by Zapier step. Under Run details , select the Activity tab. The tab displays: Model tier : The model tier used for that run (Standard, Advanced, Premium, or your own AI account). Tools used : Each tool AI by Zapier called, what it did, and whether it succeeded. Use this tab to troubleshoot unexpected results or verify that AI by Zapier is calling the right tools with the right data. Limitations Tool usage is dynamic. The number of tasks used appears in your Zap history after each run. AI by Zapier cannot be used as a tool within another AI by Zapier step. Next steps You've configured tools for your AI by Zapier step. Now you can test, monitor, and expand your automation. Manage your Zap history : Monitor your Zap runs and review tool call details. AI by Zapier guide : Explore use cases and examples for building with AI by Zapier. ", "error": null, "slug": "ai", "help_title": "Add tools to your AI by Zapier step"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496342944013-Use-AI-by-Zapier-to-analyze-and-return-data", "final_url": "https://help.zapier.com/hc/en-us/articles/8496342944013-Use-AI-by-Zapier-to-analyze-and-return-data", "title": "Use AI by Zapier to analyze and return data", "auth_signals": [], "prerequisites": "", "connect_steps": "how to connect your own AI provider . Select a specific model within your chosen tier. The Auto option uses the default model for your selected tier. Note Standard model steps use 1 task per run . If you select Advanced (3x) or Premium (5x), your step uses tasks at that tier's rate per run. If your step uses a tool, each call incurs an extra cost. Learn more about AI by Zapier model tier pricing . On a Free plan, the model tier defaults to Standard, and the Advanced and Premium tiers appear locked in the model picker. Click Upgrade plan to unlock these tiers. Connect your own AI provider If you select Bring Your Own Key as your model tier, a dialog opens so you can connect your own AI account. In the Provider dropdown, select your AI provider (OpenAI, Anthropic, Google, Azure OpenAI, or Amazon Bedrock). Under Account , select an existing connected account or click + Connect a new account . A new browser tab will open where you can enter your API credentials. In the Model dropdown, select the model you want to use. Click Connect . 3. Write your prompt In the Prompt field, enter a description of what you want the step to do. Type / to insert a field from a previous Zap step inline in your prompt. Learn how to map fields from previous steps . (Optional) Click Use a template at the top right of the Prompt field to use a pre-built prompt. Select a category (Summarize, Write, Classify, or Extract) and then select a template. The Prompt field will be filled with instructions you can edit. Tip Learn how to write an effective AI prompt . As you edit prompts, you can review previous versions using the version arrows at the top of the Configure panel. Prompt versions are only saved within a session. Only the current version is saved after you close the Zap editor. Output fields Under Settings , click Output Fields to expand the section and define the data this step should return. You can map output fields to subsequent steps in your Zap. Click + Add field . A dialog will open. In the Field name field, enter a name for your output field. In the Field type field, select a type . (Optional) In the Field description field, enter text or map a field from a previous step . (Optional) Check Is this output field required? if the field must always be returned. Click Save . Repeat to add more output fields. (Optional) Click Generate from prompt to have AI by Zapier automatically create output fields based on your prompt. Note If you do not add any output fields, AI by Zapier w", "text": "Use AI by Zapier to analyze and return data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI AI by Zapier Use AI by Zapier to analyze and return data Updated August 12, 2026 15:36 AI by Zapier is a built-in tool that lets you add AI-powered steps to your Zaps, powered by popular AI models. You can use a built-in connection or connect your own AI provider account. Available on plans: Free Professional Team Enterprise Note Migrating from Zapier Agents? AI by Zapier is where your agents now run. When you add tools to an AI by Zapier step, you create agentic workflows that reason and act autonomously, the same capability that previously required standalone Agents. Learn about migrating from Agents to AI by Zapier . Overview An AI by Zapier step has two main panels: Configure : write your prompt, select a model, and configure settings (output fields, tools and knowledge, and advanced options). Preview : test your step and review the output before finishing. Supported AI providers OpenAI Anthropic Google Gemini Azure OpenAI Amazon Bedrock Note You can only use models that your account admins or owner have allowed or have not restricted. Learn more about managing access to apps . 1. Add an AI by Zapier step In your Zap, click the + icon to add an action step. In the search box, search for and select AI by Zapier . The step will open in the Zap editor. 2. Select a model In the Prompt field, click the model dropdown at the bottom right of the prompt area to open the tier and model selector. Select a model tier : Standard (1x tasks): Best for high volume, simple tasks. Tools are not available on this tier. Advanced (3x tasks): Stronger reasoning for complex prompts and tool usage. Premium (5x tasks): Complex analysis, tool usage, and multi-step reasoning. This is the default selection for new steps. Bring Your Own Key (1x tasks): Use your own AI provider account with a 1x task rate, including tool calls. Learn how to connect your own AI provider . Select a specific model within your chosen tier. The Auto option uses the default model for your selected tier. Note Standard model steps use 1 task per run . If you select Advanced (3x) or Premium (5x), your step uses tasks at that tier's rate per run. If your step uses a tool, each call incurs an extra cost. Learn more about AI by Zapier model tier pricing . On a Free plan, the model tier defaults to Standard, and the Advanced and Premium tiers appear locked in the model picker. Click Upgrade plan to unlock these tiers. Connect your own AI provider If you select Bring Your Own Key as your model tier, a dialog opens so you can connect your own AI account. In the Provider dropdown, select your AI provider (OpenAI, Anthropic, Google, Azure OpenAI, or Amazon Bedrock). Under Account , select an existing connected account or click + Connect a new account . A new browser tab will open where you can enter your API credentials. In the Model dropdown, select the model you want to use. Click Connect . 3. Write your prompt In the Prompt field, enter a description of what you want the step to do. Type / to insert a field from a previous Zap step inline in your prompt. Learn how to map fields from previous steps . (Optional) Click Use a template at the top right of the Prompt field to use a pre-built prompt. Select a category (Summarize, Write, Classify, or Extract) and then select a template. The Prompt field will be filled with instructions you can edit. Tip Learn how to write an effective AI prompt . As you edit prompts, you can review previous versions using the version arrows at the top of the Configure panel. Prompt versions are only saved within a session. Only the current version is saved after you close the Zap editor. Output fields Under Settings , click Output Fields to expand the section and define the data this step should return. You can map output fields to subsequent steps in your Zap. Click + Add field . A dialog will open. In the Field name field, enter a name for your output field. In the Field type field, select a type . (Optional) In the Field description field, enter text or map a field from a previous step . (Optional) Check Is this output field required? if the field must always be returned. Click Save . Repeat to add more output fields. (Optional) Click Generate from prompt to have AI by Zapier automatically create output fields based on your prompt. Note If you do not add any output fields, AI by Zapier will return one combined output as the result. Advanced options Under Settings , click Advanced to expand the section and configure: Return a list of results : toggle on to return the output as line items (an array of objects instead of a single object). This is useful for creating multiple outputs from a single prompt. Content moderation : This is applied by default when using Zapier-provided AI models and cannot be switched off. When using Bring Your Own Key with your own AI provider account, you'll have the option to switch it off. Note To use knowledge sources or app actions as tools in your step, expand Tools and Knowledge under Settings , or go to Add tools to your AI by Zapier step . 4. Preview your data output Click Preview in the right panel to run a test of your prompt. Review the output and edit the prompt or settings as needed. Click Finish to save and continue building your Zap. If you do not want to test, click Skip Test and Finish . Available knowledge sources Knowledge source Limitations Box Supports Box notes, .DOCX, .TXT, .ODT, .PPTX, and .PDF file types. Maximum synced words: 96,000. Confluence Cloud AI by Zapier can only pick from the 50 most recent pages. Dropbox Supports .DOCX, .TXT, .ODT, .PPTX, and .PDF file types. Maximum synced words: 96,000. When using image analysis, use the \"Direct File link\" rather than the \"Share Link\" to ensure the image URL is directly accessible. Google Docs Documents must be added individually. Selecting an entire drive is not supported. Only syncs text, no document outlines. Maximum synced words: 96,000. Google Drive Supports Google Docs, Google Slides, .DOCX, .TXT, .ODT, .PPTX, and .PDF file types. Maximum synced words: 96,000. Microsoft SharePoint Supports .DOCX, .TXT, .ODT, .PPTX, and .PDF file types. Maximum synced words: 96,000. Notion AI by Zapier can only use pages added individually. Notion Databases are not supported. Only syncs text and tables, not document outlines or child databases inside pages. Page Properties are synced along with content. Maximum synced child pages from a database: 100. Maximum synced words: 96,000. Upload a file Supports .DOCX, .TXT, .ODT, .PPTX, .MD, and .PDF file types. Maximum synced words: 96,000. Maximum file size: 100 MB. PDFs: Zapier will attempt to extract text. Works best with documents created or exported as PDFs, rather than scanned documents. Rare PDF features may not be supported. Limitations AI by Zapier does not learn from previous actions. Each time an AI by Zapier action runs, the AI knowledge is reset to its initial state. AI by Zapier uses large language models (LLMs) from Zapier’s AI Functionality Subprocessors . Your AI by Zapier step may fail if its content violates the subprocessors’ usage policies. AI by Zapier cannot search and extract information from websites or any URLs. You can include up to 20 knowledge sources in each AI by Zapier step. Knowledge sources are stored in your Zapier account until you delete the specific content or entire Zap from within the product. When using image analysis, the image must be publicly accessible. Tip If you need advanced AI controls, you can use one of the many AI apps on Zapier. Next steps Add tools to your AI by Zapier step : Let AI by Zapier use apps and knowledge sources to complete your prompt. AI by Zapier model tier pricing : Understand how task usage is calculated for AI by Zapier steps. Migrating from Agents to AI by Zapier : If you used Zapier Agents, learn how your agents convert to AI by Zapier steps. ", "error": null, "slug": "ai", "help_title": "Use AI by Zapier to analyze and return data"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495967673485-How-to-get-started-with-Mailchimp-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495967673485-How-to-get-started-with-Mailchimp-on-Zapier", "title": "How to get started with Mailchimp on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Mailchimp app on Zapier, you must have: An active MailChimp account (any plan including the free plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailChimp How to get started with Mailchimp on Zapier Updated August 15, 2025 15:19 Mailchimp and Zapier connect to automate email marketing. You can trigger actions when new subscribers join and add people to audiences or create campaigns. Prerequisites To use the Mailchimp app on Zapier, you must have: An active MailChimp account (any plan including the free plan). Connect Mailchimp to Zapier To create an app connection to Mailchimp on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mailchimp . Click Add connection . A new browser tab or window will open. Log into Mailchimp to authenticate. Grant Zapier permission to access your account if prompted to. Your Mailchimp account is now successfully connected to Zapier. About Mailchimp's app", "text": "How to get started with Mailchimp on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailChimp How to get started with Mailchimp on Zapier Updated August 15, 2025 15:19 Mailchimp and Zapier connect to automate email marketing. You can trigger actions when new subscribers join and add people to audiences or create campaigns. Prerequisites To use the Mailchimp app on Zapier, you must have: An active MailChimp account (any plan including the free plan). Connect Mailchimp to Zapier To create an app connection to Mailchimp on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mailchimp . Click Add connection . A new browser tab or window will open. Log into Mailchimp to authenticate. Grant Zapier permission to access your account if prompted to. Your Mailchimp account is now successfully connected to Zapier. About Mailchimp's app Triggers, searches, and actions Triggers New Campaign (Polling) - Triggers when a new campaign is created or sent. Link Clicked (Polling) - Triggers when a recipient clicks a pre-specified link in your campaign. New Customer (Polling) - Triggers when a new customer is added to a selected store. New Order (Polling) - Triggers when a new order is created. New Subscriber in Segment or Tag (Polling) - Triggers when a subscriber is added to a segment or tag within an audience. Email Opened (Polling) - Triggers when a recipient opens an email in a specific campaign. New Audience (Polling) - Triggers when a new audience is added to your MailChimp accounts. New Subscriber (Instant) - Triggers when a new subscriber is added to an audience. New Unsubscriber (Instant) - Triggers when any current subscriber unsubscribes from an audience. New or Updated Subscriber (Instant) - Triggers when a subscriber is added or updated in an audience. Searches Find Customer - Finds a customer by an email address. Find a Subscriber - Searches for a new subscriber on your MailChimp audience. Find or Create Tag - Find or Create Tag Find a Campaign - Finds an existing campaign. Find Tag - Find a tag. Find or Create Campaign - Finds an existing campaign. Find or Create Subscriber - Searches for a new subscriber on your MailChimp audience. Actions Archive Subscriber - Archives an existing subscriber. Campaign Report - Get report details for a specific sent campaign. Create Tag - Creates a new tag. Create Audience - Creates a new audience in your MailChimp account. Permanently Delete Member - Deletes all personally identifiable information related to a member within an audience. Remove Subscriber from Tag - Removes a subscriber by email address from a tag within an audience. Add Note to Subscriber - Adds a new note to an existing subscriber. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Campaign - Creates a campaign draft. Click Report - Get report details for a specific link clicks. Create Custom Event - Creates a custom event for an existing subscriber. Add/Update Subscriber - Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too. Unsubscribe or Delete Contact - Unsubscribe or delete a contact by email address within an audience. Send Campaign - Sends a campaign to all subscribers in an audience, segment, or tag. Add Subscriber to Tag - Add an email address to a tag within an audience. Note: the email address Limitations Mailchimp Marketing API has a limit of 10 simultaneous app connections per user. Requests exceeding this limit will receive a 429 (Too Many Requests) error. API rate limits apply . The Marketing API has a 120-second timeout on API calls. Requests taking longer than 120 seconds will be terminated. If your Mailchimp list has double opt-in enabled, subscribers added by Zapier will not show up in the list immediately until they confirm via the double opt-in email. Mailchimp checks for duplication based on email addresses. When an action attempts to add an email that's already in the list, the task will not proceed. Zapier does not have an action that sends a campaign to a specific person. The Send Campaign action will email all contacts in your audience. To dynamically update group fields, you must format groups to match the exact format: group category->group option . If someone subscribes, unsubscribes, and is later re-added to a list, the Zap will not trigger as it sees it as a duplicate. Unique email addresses will only trigger once. Templates View all of Mailchimp's templates . Use cases 7 ways to integrate Mailchimp with your business-critical apps How to create an automated email campaign in Mailchimp How to integrate Mailchimp with WordPress Expand your Mailchimp audience automatically with OnlineCourseHost.com How to add Mailchimp subscribers from a webhook Additional Mailchimp resources Zapier's Mailchimp integration page Mailchimp's Help Center Mailchimp's API documentation ", "error": null, "slug": "mailchimp", "help_title": "How to get started with Mailchimp on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/18590756459277-AI-quick-start-guide-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18590756459277-AI-quick-start-guide-in-Zapier", "title": "AI quick start guide in Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier AI quick start guide in Zapier Updated July 13, 2026 16:08 What is AI? AI, or artificial intelligence, is a tool that mimics many of the functions of the human mind, like the ability to learn, reason, and solve problems. Currently, most AI is developed through machine learning. With machine learning, the AI is trained on a large amount of data and is able to analyze the data for patterns. From these patterns, it can make predictions and suggestions to power its reasoning and problem-solving. Learn more about what AI is . Why should I use AI? Zapier helps you automate repetitive tasks. With Zapier’s AI-powered features, you can build and fine-tune your automated workflows even faster and more efficiently, saving you time to focus on your human-powered work. As Zapier’s CEO Wade Foster explains , “At Zapier, we're building AI-powered automation tools so that everyone can create and customize software to suit their specific needs.” What AI features does Zapier offer? Build Zap workflows with an AI coach Use the AI-powered Zap builder to generate Zap workflows . Describe your workflow in plain language and the AI-powered Zap builder will suggest", "text": "AI quick start guide in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier AI quick start guide in Zapier Updated July 13, 2026 16:08 What is AI? AI, or artificial intelligence, is a tool that mimics many of the functions of the human mind, like the ability to learn, reason, and solve problems. Currently, most AI is developed through machine learning. With machine learning, the AI is trained on a large amount of data and is able to analyze the data for patterns. From these patterns, it can make predictions and suggestions to power its reasoning and problem-solving. Learn more about what AI is . Why should I use AI? Zapier helps you automate repetitive tasks. With Zapier’s AI-powered features, you can build and fine-tune your automated workflows even faster and more efficiently, saving you time to focus on your human-powered work. As Zapier’s CEO Wade Foster explains , “At Zapier, we're building AI-powered automation tools so that everyone can create and customize software to suit their specific needs.” What AI features does Zapier offer? Build Zap workflows with an AI coach Use the AI-powered Zap builder to generate Zap workflows . Describe your workflow in plain language and the AI-powered Zap builder will suggest triggers and actions for you. Diagram workflows faster using AI . Visually map out every part of your team's processes, have AI recommend ways to optimize them, then turn the diagrams into working Zap workflows. Use Formatter with AI to automatically format data . Formatter with AI can suggest formatting options to easily reformat any data you need and save time from manual editing. Generate a Code step using AI . If you need custom code in your Zap, you can describe it in plain language and Code with AI will generate JavaScript or Python for you. Troubleshoot your Zap run errors with AI . Use AI to describe the error to you in plain language and offer solutions to fix them. Use AI in other Zapier products Use Zapier Agents to create an AI assistant . Teach, talk to, and direct AI-powered agents that actually understand your business. Generate content with AI Fields in Zapier Tables . Add AI fields to your Table to easily reference data in the table and generate responses for you. Get more out of your AI apps Connect your AI to 9,000+ apps with Zapier MCP . Use the Model Context Protocol to let your AI assistant take actions across apps. Modify large data for your AI prompts . Use Formatter’s Split Text into Chunks for AI Prompts to split your data to avoid token limits in large language models (LLMs) like OpenAI and ChatGPT. View all AI by Zapier features available on Zapier. Learn more about AI Read the Zapier blog to learn more about AI , including: What is natural language processing? What is prompt engineering? How does ChatGPT work? How to automate OpenAI How to use ChatGPT What are AI hallucinations and how do you prevent them? How to use AI badly AI at Zapier: How we use artificial intelligence to streamline work The best AI productivity tools in 2023 AI at Zapier: 12 apps that will revolutionize the way you work ", "error": null, "slug": "ai", "help_title": "AI quick start guide in Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42969233918477-Understanding-Looping-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42969233918477-Understanding-Looping-by-Zapier", "title": "Understanding Looping by Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Understanding Looping by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Sub-Zap & Looping Understanding Looping by Zapier Updated May 29, 2026 21:22 Looping by Zapier lets you run an action or set of actions more than once in a single Zap. Instead of setting up the same action multiple times, you can use a loop to repeat it for each item in a list. Available on plans: Free Professional Team Enterprise Beta This feature is in open beta release. It's available for use but is still in active development and may change. When to use looping Looping is useful when you need to process multiple items individually. Common scenarios include: Adding multiple contacts to a CRM from a list of email addresses. Creating multiple rows in a spreadsheet from line items in an order. Sending individual messages to multiple recipients. Processing each item in an invoice or order separately. Example You have a list of email addresses to add to your contact list, but each Add Contact action will only add 1 contact. Instead of adding multiple Add Contact actions for each contact, you can use a Looping step followed by an Add Contact action. This will loop the Zap through the Add Contact step once for each contact in your list. This way, you only have to set up the Add Contact step once. Note Looping by Zapier allows you to create an intentional loop, unlike accidental Zap loops . How looping works When you add a loop to your Zap: All iterations of the loop execute in parallel (simultaneously), not one after another. Any action that follows a looping step runs once for each value you input into the loop. Each loop iteration results in a separate Zap run in your Zap history. You can create loops from: Text: Split a text string into individual values using a delimiter (like commas) Line items: Loop through each item in a set of line items Numbers: Run a specific number of loop iterations based on a numeric range Task usage Using the Looping by Zapier tool does not count towards your task usage . An action that runs before the loop appears in each Zap run but only uses 1 task. Each action step after the loop uses 1 task for each loop that runs. For example, if your loop runs 500 times, an action step after the looping step uses 500 tasks when the Zap runs. Limitations Nested loops: Nested loops are not supported. You cannot turn on a Zap with more than one Looping by Zapier step. Maximum number of loops: You can set your looping step to run up to 500 times. If you need to loop more than 500 times, contact Zapier support to be added to the feature request. Using loop actions with Paths : You cannot add a loop to more than one path in a Zap. Loops always run in parallel (simultaneously). This happens even if the loop is nested within a Path configured to run sequentially . Using loop actions with a Sub-Zap : Loop actions cannot be added before a Return from Sub-Zap step within a sub-Zap. When using looping sub-Zap workflows, only the first Return From a Sub-Zap step will run successfully. Next steps Create a loop in your Zap : Step-by-step instructions to set up looping. Line items in Zapier : Learn about line items, which work well with loops. Add branching logic with Paths : Combine loops with conditional logic. ", "error": null, "slug": "looping", "help_title": "Understanding Looping by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496106701453-Loop-your-Zap-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/8496106701453-Loop-your-Zap-actions", "title": "Loop your Zap actions", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Loop your Zap actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Sub-Zap & Looping Loop your Zap actions Updated May 29, 2026 18:18 Add a Looping by Zapier step to your Zap to run an action multiple times—once for each value in a list. Learn more about how looping works . Available on plans: Free Professional Team Enterprise Beta This feature is in open beta release. It's available for use but is still in active development and may change. Create a loop You can create a loop from text, line items, or numbers. Text Line items Numbers Create a loop from text To create a loop from single values, or single values and text: Click the Action step, or click the plus + icon to add a step to your Zap. Search for and select Looping by Zapier . Click the Event dropdown menu and select Create Loop From Text . Click Continue . In the Values to Loop section, add your values to loop: In the field on the left, enter the name of the value. In the field on the right, click the field and select the values you want to loop through, separated by a text delimiter. In the Text Delimiter field, enter the symbol or text that separates each value in your list. If nothing is entered, the Zap uses a comma by default. You can use special characters as delimiters. Click Continue . Click Test step . If the looping step is successful, your field name appears followed by the first loop value for that field. A preview of other loop values is also shown. Example In this example, use the \"emails\" value in the next steps of your Zap. Note By default, commas are used as the text delimiter. Create a loop from line items To create a loop from line items : Click the Action step, or click the plus + icon to add a step to your Zap. Search for and select Looping by Zapier . Click the Event dropdown menu and select Create Loop From Line Items . Click Continue . In the Values to Loop section, add your values to loop: In the field on the left, enter the name of the value. In the field on the right, click the field and select a field with the line item values you want to loop through. Click Continue . Click Test step . If the looping step is successful, your field name appears followed by the first loop value for that field. A preview of other loop values is also shown. Note You can add additional line item values to run multiple line items in the same loop. For example, if you need to add line items for price, quantity, and description to an invoice, you can add each line item value in the Create Loop step. Create a loop from numbers To create a specific number of loop iterations from a range of numeric values: Click the Action step, or click the plus + icon to add a step to your Zap. Search for and select Looping by Zapier . Click the Event dropdown menu and select Create Loop From Numbers . Click Continue . In the Loop Iteration Counter Start field, enter the numeric value that you want your first loop iteration to start on. In the Loop Iteration Counter End field, enter the numeric value for the loop iteration you want to end with. Click Continue . Click Test step . If the looping step is successful, the first number in your count appears. A preview of other loop iteration numbers that would be created in a live Zap is also shown. Stop a loop from running in subsequent action steps All actions after the looping step run for each iteration of the loop. If you do not want an action step to loop: After the last step you want to loop, add a filter step. Set the filter to only continue if the value loop_iteration_is_last matches the (Boolean) Is True condition. The filter runs in every loop but only passes in the last loop. Any action step after the filter runs once in the last loop and uses only 1 task. Tip If you want an action step to only run once, add it before the looping step, if possible. This uses less tasks and the filter step is not needed. Troubleshooting Why does only one loop appear when I test my Zap? When you test a loop action, the Zap only creates the first loop. It does not create any other loops during the test. When the Zap runs live, all loops run and appear in your Zap history. Why should I avoid using the preview_loop_values field? When you test a loop action, the test output includes a preview_loop_values field that shows all your loop values combined together. This field is for preview purposes only—it helps you verify your loop is set up correctly by displaying all the values that will run in each loop iteration. Do not map preview_loop_values to fields in subsequent steps. This field is not available when your Zap runs live, which means your Zap will fail or produce unexpected results. Common symptoms if you accidentally use preview_loop_values : All data appears in a single row instead of creating multiple rows Your Zap creates duplicate or concatenated data Fields appear empty when the Zap runs live What to use instead: Map the individual field names you defined in your loop configuration. For example, if you named your loop value \"emails\", use the emails field from your loop step—not preview_loop_values . How do loops appear in Zap history? Each loop iteration results in a separate Zap run . ", "error": null, "slug": "looping", "help_title": "Loop your Zap actions"}
{"url": "https://help.zapier.com/hc/en-us/articles/33303435847821-Zapier-wants-your-help-improving-delay", "final_url": "https://help.zapier.com/hc/en-us/articles/33303435847821-Zapier-wants-your-help-improving-delay", "title": "Zapier wants your help improving delay", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Zapier wants your help improving delay &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2025 Zapier wants your help improving delay Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. In a previous update, we informed you about potential issues with the Delay app , particularly with short delays. This meant that occasionally delays resulted in longer-than-expected delays in Zap workflows. How is Zapier addressing this? To address these, we initially considered a validation rule that would set a minimum of 1 minute. However, we understand that short delays are crucial for many workflows. To ensure the best possible solution, we’re exploring alternative approaches that better meet your needs. Zapier wants to hear from you We’d love to hear from you! If you regularly use delays shorter than one minute, in your Zap workflows, please share your use cases with us in this Zapier form . Your input will help us improve the Delay app and ensure it consistently meets your needs. ", "error": null, "slug": "delay", "help_title": "Zapier wants your help improving delay"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496288754829-Add-delays-to-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496288754829-Add-delays-to-Zap-workflows", "title": "Add delays to Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Add delays to Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Schedule & Delay Add delays to Zap workflows Updated May 29, 2026 18:18 Delay is a tool that allows you to put your Zap on hold for a specified amount of time before your actions run. You can use delays to set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline. Using this tool does not count towards your task usage . Available on plans: Free Professional Team Enterprise There are three types of Zap delays: Delay for: pause your Zap from continuing for X amount of time. Delay until: pause your Zap until X time. Delay after queue: add Zap runs to a queue. Runs are then processed one by one in the order they were added, with a delay for X amount of time between each Zap run in the queue. Choose the right delay type Delay type What it does When to use it Delay For Pauses the Zap for a set amount of time (for example, 1 hour). All runs that reach this step wait the same duration. You need a fixed wait before the next action, like sending a follow-up email 1 week after a form submission. Delay Until Pauses the Zap until a specific date and time. You need an action to run at a specific time, like sending a meeting reminder at 9 AM. Delay After Queue Adds runs to a queue and processes them one at a time with a delay between each run. Multiple runs hit the same app at once, causing rate limit errors, blank rows, duplicates, or record conflicts. Note If your Zap fails because too many runs hit the same app at once, use Delay After Queue instead of Delay For. Delay For pauses all runs for the same duration, so they resume and hit the app at the same time. Delay After Queue spaces out runs so they process one at a time. Learn more about rate limits and throttling in Zap workflows . Delay for Delay until Delay after queue Delay for Use Delay for pause your Zap from continuing for X amount of time. This is helpful when you want a delay between when a Zap triggers and when subsequent actions run. For example, when someone submits an inquiry form on your website, you can delay sending them a follow-up email for 1 week. In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select Delay . In the App & event tab, click the Event dropdown menu and select Delay For . Click Continue . In the Time Delayed For (value) field, enter the amount of time (in numbers) the Zap should delay for before it moves on to the next step. - You can enter a static number value or map a number field from a previous step . Click the Time Delayed For (unit) dropdown menu and select a unit of time . Click Continue . Delay until Use Delay until to pause your Zap until X time. This is helpful when you want to run actions at a specific time, like sending attendees of your 10 AM meeting a reminder notification at 9 AM. In the Zap outline, click the Action step or the plus sign + to add a new action. Search for and select Delay . In the App & event tab, click the Event dropdown menu and select Delay Until . Click Continue . In the Date/Time Delayed Until field, enter the date and time the Zap should delay until before it moves on to the next step. - You can enter a static date and time or map a date/time field from a previous step . In the How Should We Handle Dates In The Past? field, select an option for how Zapier should handle instances where the date has already passed when the Delay Until step is reached: - Continue if it’s up to 15 minutes . - Continue if it’s up to one hour . - Continue if it’s up to one day (default) . - Always continue . Click Continue . Delay after queue The Delay After Queue action allows you to create a queue of actions to run at a later time. When a Zap is triggered, it adds actions to the queue, which are then processed one by one in the order they were added. A delay is applied between each set of actions, and the entire Zap is further delayed after the last delay in the queue. This option is useful for managing the rate imposed by apps or preventing conflicts when multiple Zap workflows try to update the same record simultaneously. Add a Delay After Queue action to your Zap: In the Zap outline, click the Action step or the plus sign + to add a new action. In the search box, search for and select Delay . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. - Select the Delay After Queue . Click Continue . (Optional) In the Queue Title field, enter a title for your queue. Learn more about sharing queues across Zap workflows . In the Time Delayed For (value) field, enter the amount of time (in numbers) the Zap should hold a task for. - You can enter a static number value or map a number field from a previous step . Click the Time Delayed For (unit) dropdown menu and select a unit of time . Click Continue . Tasks can be held for a maximum of one month (30 days). The maximum number of tasks in a queue depends on the specified delay time. For example, with a one-day delay, the queue can hold up to 30 tasks. If the 31st task is added within this period, it will error the delay step as its scheduled time exceeds the maximum hold time. Note The Delay After Queue action can help avoid app throttles by spacing out the timing of tasks, but Zap workflows must still adhere to Zap rate limits. It cannot entirely prevent throttling. Learn more about rate limits and throttling in Zap workflows . Sharing queues across Zap workflows You can share queues across multiple Zap workflows by using the same queue name. When Zap workflows share a queue, tasks that arrive at the same time are processed one at a time, in the order they are received. This means Zapier cannot guarantee that steps using the Delay after Queue action will always run simultaneously. Slowdowns in Zapier’s infrastructure and auto or manual Zap run replays after errors may cause some steps to still run at the same time. Additionally, the time between tasks may not exactly match the delay set in your Zap (e.g. 1 minute). Zapier recommends you share queues when you want tasks across Zap workflows to run one at a time. Limitations Tasks can be held for a maximum time of one month (30 days). The shortest delay you can set for a Zap is 1 minute. Your Zap must be on for the Delay to run. Any actions scheduled to run while a Zap is off won’t run when you turn your Zap on again. Delay releases instantly when: The Date/Time Delay Until value is set in the past. The Time Delayed For value is 0 or a negative number. If you change any part of your Zap during a delay, your Zap will not continue once the Zap resumes. We define change as switching actions, replacing apps, add steps or delete steps. If you replay a Zap run, any Delay For steps that did not run yet will start when the Zap is replayed. After setting up your delay, click Test step and check if the date matches the delay conditions you’ve set up. Tip If you want your action(s) to run based on a recurring event that doesn't occur at fixed intervals, you can create a recurring event in Google Calendar and add a Google Calendar action to schedule your action(s). ", "error": null, "slug": "delay", "help_title": "Add delays to Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/32162867109517-Zapier-Tables-find-record-actions-are-slow-or-time-out", "final_url": "https://help.zapier.com/hc/en-us/articles/32162867109517-Zapier-Tables-find-record-actions-are-slow-or-time-out", "title": "Zapier Tables: find record actions are slow or time out", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Zapier Tables: find record actions are slow or time out &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Troubleshoot Zapier Tables Zapier Tables: find record actions are slow or time out Updated May 06, 2026 16:40 Symptoms When you use either of the Zapier Tables find record actions in your Zap, it shows a 504 (server timeout) error or is slow to finish the Zap run. You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This can happen if you have a large number of records on a table and your table uses a filter that searches for a range of values, such as: Is greater than or equal to Is greater than Is less than or equal to Is less than Is between Is on or after Is after Is before Is on or before How to fix it Use the \"Is exactly” filter operator : To refine your search query in your Find Record step, use the “Is exactly” operator. Sort the filtered field : If you cannot add a filter with the “Is exactly” operator to your Zap, optimize loading times by sorting the field used in your Find Record step. ", "error": null, "slug": "zapier-tables", "help_title": "Zapier Tables: find record actions are slow or time out"}
{"url": "https://help.zapier.com/hc/en-us/articles/34438874719373-Action-required-for-Calendly-1-0-2-users", "final_url": "https://help.zapier.com/hc/en-us/articles/34438874719373-Action-required-for-Calendly-1-0-2-users", "title": "Action required for Calendly (1.0.2) users", "auth_signals": ["oauth", "api_key"], "prerequisites": "", "connect_steps": "", "text": "Action required for Calendly (1.0.2) users &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Action required for Calendly (1.0.2) users Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Calendly is updating to a new app version, which brings several enhancements: Enhanced security : Connect to Calendly using OAuth for a more secure experience. This replaces the previous API Key method. New trigger: Invitee No Show Created : Triggers when an invitee is marked as “no-show” within Calendly. Improved group subscriptions : The new group subscription scope allows you to configure Invitee Created/ Cancelled triggers to be triggered only for certain user groups within Calendly. Expanded data : Additional fields and labels are available to use in your Zap workflows. Impact on your Zap workflows Current Zap workflows : Zap workflows that use the previous Calendly app version (1.0.2) will continue working until April 30, 2025. After this date, these Zap workflows will stop running. Action required : To ensure uninterrupted services, you’ll need to manually update each affected Zap workflows to the latest app version . This may involve remapping fields to accommodate changes. View all affected Zap workflows that use Calendly (1.0.2). You only need to update connections and Zap workflows labels with CalendlyCLIAPI@1.0.2 in the Apps column. Updating your Zap workflows Locate your affected Zap workflows. View all affected Zap workflows that use Calendly (1.0.2) by using the App column. Open each Zap and click on the affected Calendly step . The right sidebar will open to the Setup tab. In the App tab, click Change . Search for and select Calendly as it appears without any specific version numbers. In the Account field, reconnect your app account . Click Continue . In the Configure tab, verify that your fields are set up as expected. Some fields may no longer exist in the updated app version. There are new fields available for use when mapping fields in your Zap workflows. In the Test tab, re-test your trigger or action step to ensure it works as expected. Click Publish to finalize your changes and turn your Zap on. You will need to repeat these steps for each affected Zap. ", "error": null, "slug": "calendly", "help_title": "Action required for Calendly (1.0.2) users"}
{"url": "https://help.zapier.com/hc/en-us/articles/9881673906701-Trigger-and-continue-Zap-workflows-from-records", "final_url": "https://help.zapier.com/hc/en-us/articles/9881673906701-Trigger-and-continue-Zap-workflows-from-records", "title": "Trigger and continue Zap workflows from records", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Trigger and continue Zap workflows from records &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Trigger and continue Zap workflows from records Updated May 29, 2026 18:17 You can trigger or continue Zap workflows from your tables or from specific fields within it. You can also trigger Zap workflows only when records match specific views. Available on plans: Free Professional Team Enterprise Tip Zapier Tables steps in Zap workflows do not count toward your Zap task usage . Create a Zap for a table Linking a Zap to a table allows you to add information from another app to the table automatically or to create a workflow that starts when there's a new or updated record. In the toolbar, click Automations . A panel will open showing existing automations and recommended templates. Click + New automation . A new browser tab or window will open with a new Zap, with the trigger set to your table. You can then continue to set up your Zap trigger or action . Tip You can also use the Button field type to trigger or continue Zap workflows. Create a Zap for a specific field You can create Zap workflows that only trigger when a specific field is updated. Click the name of the field you want to trigger a Zap. Select + Create Zap . The Zap will have a Zapier Tables Updated Record trigger already filled with the table and the specific field's name. Set up your action . Create a Zap for a view You can create Zap workflows that will trigger only for records that match the filters of a specific table view . This allows you to avoid using a Filter step in your Zap. When you set up a Zap using Zapier Tables as the trigger app, the dropdown menu displays a label to differentiate tables from views. You can also create a Zap directly from your view by clicking the Automations button in the toolbar. Use table summaries in Zap workflows You can trigger or continue Zap workflows from summaries in your table fields . Summary formula updated : triggers a Zap whenever the summary formula value changes. Calculate summary formula : calculate any of the available summary formulas for an existing number field. The value will not be displayed on the table. Get summary formula values : find all existing summary formulas and their values from a table. Remove a value from a field through a Zap If you need to clear the content of a field while updating it through Zap workflows, you can insert $$CLEAR$$ into any field in an Update Record Zap step. When the step runs, whatever value is in the field will be removed. When you insert $$CLEAR$$ into a field, it'll turn into a pill, or bubble, with a yellow border. Note You can only use $$CLEAR$$ as a static value . You must manually enter it as a value. You cannot map it from a field in a previous step . You cannot use $$CLEAR$$ with dropdown fields . Limitations If you delete a field that's in use by a Zap, the Zap will stop working. You can restore the field from Trash within 30 days to resume the Zap. Zap steps for Zapier Tables can work with dates in the following formats: MM/DD/YYYY YYYY-MM-DD YYYY-MM-DDhh:mm:ssZ If you add or edit a Zapier Tables step in a Zap, your draft will be saved, but you will not be able to publish edits unless you are the Zap owner. ", "error": null, "slug": "zapier-tables", "help_title": "Trigger and continue Zap workflows from records"}
{"url": "https://help.zapier.com/hc/en-us/articles/31507364727437-Zapier-Tables-error-Nothing-can-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/31507364727437-Zapier-Tables-error-Nothing-can-be-found-for-the-search", "title": "Zapier Tables error: Nothing can be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Zapier Tables error: Nothing can be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Troubleshoot Zapier Tables Zapier Tables error: Nothing can be found for the search Updated May 29, 2026 18:17 Symptoms When using a Zapier Tables search action in your Zap workflows, you get the error message “Nothing could be found for the search.” You’ll see this error in the details of a Zap run . Causes This happens when: The record you are searching for does not exist in the table, or another Zap that should create it has not yet created it. The search criteria for a record do not match the corresponding data in the table, such as: The mapped field in the Lookup Value field(s) contains data in a format different from that in Tables. The search operation type or number of Lookup fields set is overly restricting your search. How to fix To fix it: Check that the record you are searching for exists If it does not exist, amend your search action to create a record if it cannot find one: Go to your Zapier Tables search action. In the Configure tab, select Create Zapier Tables Record if it doesn’t exist yet? checkbox. Complete any fields you need for a new record. If another Zap creates your record and is running after your affected step, add a delay step before your Zapier Tables search action. This will prevent your Zap from running until the record is created. Adjust the search criteria. In your affected Zapier Tables action step, adjust the Operator(s) field. Review the number of Lookup fields you are using. This step will find only records that match all lookup fields. Review the mapped field you are using to lookup records Ensure that the field you mapped provides values that match the record's field in Zapier Tables. If the field you mapped from a previous step does not always send a value, replace it with a field that consistently does. If you do not have a different field: Add a Formatter step to set a default value as a fallback whenever your mapped field has no data. Add a filter or paths before your search step. This will allow you to define what the Zap should do if the mapped field does not receive data from the previous step. If the mapped value comes in a different format than what you use on your table, you can use Formatter by Zapier to match what Zapier Tables contains. Learn more about getting started with Formatter. ", "error": null, "slug": "zapier-tables", "help_title": "Zapier Tables error: Nothing can be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495981284109-Common-Problems-with-Calendly-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495981284109-Common-Problems-with-Calendly-on-Zapier", "title": "Common Problems with Calendly on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Calendly on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Calendly Common Problems with Calendly on Zapier Updated August 11, 2026 08:47 My test step is continually running without any results. Or, you're getting a \"Problem creating Webhook Subscription\" error. In order to use Calendly with Zapier you must have a premium/paid Calendly account, as noted here: https://help.calendly.com/hc/en-us/articles/235289507-Zapier I need to trigger on rescheduled appointments Use the Invitee Created or Rescheduled trigger. In the trigger's Invitee type field, select whether the Zap runs for newly scheduled invitees, rescheduled invitees, or both. Leave the field blank to run for both. When an invitee reschedules, Calendly cancels the original booking and creates a new one, so the Invitee Canceled trigger also runs for the original booking. Keep this in mind if you have a separate Zap that acts on cancellations. ", "error": null, "slug": "calendly", "help_title": "Common Problems with Calendly on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/21695863326861-Transfer-existing-data-using-a-spreadsheet", "final_url": "https://help.zapier.com/hc/en-us/articles/21695863326861-Transfer-existing-data-using-a-spreadsheet", "title": "Transfer existing data using a spreadsheet", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Transfer existing data using a spreadsheet Updated May 29, 2026 18:19 To bulk import data into your Zap workflows, you can do so by using a spreadsheet app. You only need to get your data into a spreadsheet format, like a CSV file. This tutorial will show you how to achieve this with Tables or Google Sheets. Tip You can also transfer existing data using a Zap . 1. Export data into a spreadsheet file Tables Google Sheets Import data into Zapier Tables . You can do this with a CSV file, or import rows from Airtable or Google Sheets. Once your data has been imported, click the + button to add a new column. In the name field, enter “ Send to Zapier ”. Import your data into Google Sheets. Add a column called “ Send to Zapier ” in your new spreadsheet. 2. Setup the import data Zap Tables Google Sheets In your Table: Click the column Send to Zapier . A new menu will be displayed. Click + Create Zap . You’ll see your trigger prefilled in the Zap editor. This means your Zap will only trigger when the Send to Zapier column is updated. Click Continue . Next, set up the action. This will be the app you want to send the data to. Once you’ve finished setting up your action step, click Publish to turn the Zap on. In your Zapier account: Go to the Zap workflows . Click + Create . Click 1. Trigger In the dialog box, search and select Google Sheets . In the Event dropdown menu, select New or Updated Spreadsheet Row . Click Continue . Next, you will need to connect to your Google Sheets account: Click Sign In and follow the on-screen instructions to connect to your Google Sheets account. Click Choose and select your Google Sheets account . Click Continue . In the dropdown fields, select the spreadsheet and worksheet from step 1. For the Trigger Column dropdown field, select Send to Zapier . This means that anytime this column is updated in a row, it will trigger the Zap. Click Continue . Next, set up the action. This will be the app you want to send the data to. Once you’ve finished setting up your action step, click Publish to turn the Zap on. 3. Send data to your desired app Once your Zap is published, you can import your data into your desired app. You can do this by: In your spreadsheet from step 1, in the column “ Send to Zap ” add text to trigger the Zap. Zapier recommends updating 100 rows every 20 minutes. Repeat this process ", "text": "Transfer existing data using a spreadsheet &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Transfer existing data using a spreadsheet Updated May 29, 2026 18:19 To bulk import data into your Zap workflows, you can do so by using a spreadsheet app. You only need to get your data into a spreadsheet format, like a CSV file. This tutorial will show you how to achieve this with Tables or Google Sheets. Tip You can also transfer existing data using a Zap . 1. Export data into a spreadsheet file Tables Google Sheets Import data into Zapier Tables . You can do this with a CSV file, or import rows from Airtable or Google Sheets. Once your data has been imported, click the + button to add a new column. In the name field, enter “ Send to Zapier ”. Import your data into Google Sheets. Add a column called “ Send to Zapier ” in your new spreadsheet. 2. Setup the import data Zap Tables Google Sheets In your Table: Click the column Send to Zapier . A new menu will be displayed. Click + Create Zap . You’ll see your trigger prefilled in the Zap editor. This means your Zap will only trigger when the Send to Zapier column is updated. Click Continue . Next, set up the action. This will be the app you want to send the data to. Once you’ve finished setting up your action step, click Publish to turn the Zap on. In your Zapier account: Go to the Zap workflows . Click + Create . Click 1. Trigger In the dialog box, search and select Google Sheets . In the Event dropdown menu, select New or Updated Spreadsheet Row . Click Continue . Next, you will need to connect to your Google Sheets account: Click Sign In and follow the on-screen instructions to connect to your Google Sheets account. Click Choose and select your Google Sheets account . Click Continue . In the dropdown fields, select the spreadsheet and worksheet from step 1. For the Trigger Column dropdown field, select Send to Zapier . This means that anytime this column is updated in a row, it will trigger the Zap. Click Continue . Next, set up the action. This will be the app you want to send the data to. Once you’ve finished setting up your action step, click Publish to turn the Zap on. 3. Send data to your desired app Once your Zap is published, you can import your data into your desired app. You can do this by: In your spreadsheet from step 1, in the column “ Send to Zap ” add text to trigger the Zap. Zapier recommends updating 100 rows every 20 minutes. Repeat this process until all rows have been updated. Note If you try to update more than 100 rows within a 20-minute period, you may get throttling errors when trying to update all rows simultaneously. ", "error": null, "slug": "zapier-tables", "help_title": "Transfer existing data using a spreadsheet"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495981235853-How-to-get-started-with-Calendly-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495981235853-How-to-get-started-with-Calendly-on-Zapier", "title": "How to get started with Calendly on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Calendly app on Zapier, you must have: Requires a Calendly Standard plan or higher. Available on: Standard, Teams, and Enterprise plans. Admin or owner access is required if using group or organization", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Calendly How to get started with Calendly on Zapier Updated August 11, 2026 08:47 Calendly and Zapier automate your scheduling and event management. You can book meetings for invitees, sync new contacts, and act on canceled events. Prerequisites To use the Calendly app on Zapier, you must have: Requires a Calendly Standard plan or higher. Available on: Standard, Teams, and Enterprise plans. Admin or owner access is required if using group or organization triggers. Connect Calendly to Zapier To create an app connection to Calendly on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Calendly . Click Add connection . A new browser tab or window will open. Log into Calendly to authenticate. Grant Zapier permission to access your account if prompted to. Your Calendly account is now successfully connected to Zapier. About Calendly's app", "text": "How to get started with Calendly on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Calendly How to get started with Calendly on Zapier Updated August 11, 2026 08:47 Calendly and Zapier automate your scheduling and event management. You can book meetings for invitees, sync new contacts, and act on canceled events. Prerequisites To use the Calendly app on Zapier, you must have: Requires a Calendly Standard plan or higher. Available on: Standard, Teams, and Enterprise plans. Admin or owner access is required if using group or organization triggers. Connect Calendly to Zapier To create an app connection to Calendly on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Calendly . Click Add connection . A new browser tab or window will open. Log into Calendly to authenticate. Grant Zapier permission to access your account if prompted to. Your Calendly account is now successfully connected to Zapier. About Calendly's app Triggers, searches, and actions Triggers Contact Created (Instant) - Triggers when a contact is created. Requires a paid Calendly plan. Contact Deleted (Instant) - Triggers when a contact is deleted. Requires a paid Calendly plan. Contact Updated (Instant) - Triggers when a contact is updated. Requires a paid Calendly plan. Event Canceled (Polling) - Triggers when an event is canceled. Invitee Canceled (Instant) - Triggers when an invitee cancels a scheduled event. Invitee Created or Rescheduled (Instant) - Triggers when an invitee schedules or reschedules an event. Invitee No Show Created (Instant) - Triggers when an invitee is marked as a no-show. Meeting Recap Created (Instant) - Triggers when a meeting recap is created. Requires a paid Calendly plan. New Routing Form Submission (Instant) - Triggers when a new routing form submission is created. Searches Find Contact - Finds a contact by UUID. Requires a paid Calendly plan. Find Event - Finds an event based on UUID. Find Invitee by Email - Finds an invitee by their email address, returning up to their 100 most recent bookings. Optionally narrow the search to a single event type. Find Meeting Recap - Finds a meeting recap based on UUID. Requires a paid Calendly plan. Find Meeting Recap Transcript - Finds a meeting recap transcript based on UUID. Requires a paid Calendly plan. Find User - Searches for a User by name or email. List Contact - Builds a list of contacts. Requires a paid Calendly plan. Actions Book Meeting for Invitee - Creates a new scheduled event with an invitee. Standard notifications, calendar invites, and workflows run as if booked via the Calendly UI. Cancel an Event - Cancels an event. Cancel Scheduled Event - Cancels a scheduled event with a specified reason for the cancellation. Create Contact - Creates a new contact. Requires a paid Calendly plan. Create One-Off Meeting Link - Creates a new one-off meeting in Calendly. Delete Contact - Deletes a contact by UUID. Requires a paid Calendly plan. Mark Invitee as No Show - Marks a specific invitee as a no show. Update Contact - Updates an existing contact by UUID. Requires a paid Calendly plan. Limitations API rate limits apply. Free plans are limited to 50 requests per token per minute, while paid plans allow 500 requests per token per minute. These limits apply to both direct API calls and calls made through third-party integrations like Zapier. Only Owners and Admins can trigger off of changes made by all users. Other users can only trigger off of their own changes. Templates View all of Calendly's templates . Use cases With Calendly's triggers, searches, and actions, you can: Book meetings from a Zap: schedule a Calendly event without sending someone to a booking page, for example after a form submission or from your applicant tracking system. Keep contacts in sync: add or update a contact in your CRM or marketing platform when a Calendly contact is created or updated, and clean up records when one is deleted. Act on meeting recaps: send a summary to Slack, push action items to your task tracker, or log the recap against a CRM record when a meeting recap is created. Follow up on no-shows: send a follow-up email, notify the meeting owner, or update your reporting when an invitee is marked as a no-show. Learn more on the Zapier blog: 6 ways to automate Calendly How to use Calendly Easily make an events digest with Calendly and Slack Easily add Calendly contacts to your CRM Automatically create Zoom meetings for Calendly bookings Create Google Calendar events from Calendly Automatically add new Calendly events to Google Sheets Additional Calendly resources Zapier's Calendly integration page Calendly's Help Center Calendly + Zapier Calendly's API documentation ", "error": null, "slug": "calendly", "help_title": "How to get started with Calendly on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/17502994583949-Microsoft-Office-New-emails-won-t-trigger-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/17502994583949-Microsoft-Office-New-emails-won-t-trigger-Zap", "title": "Microsoft Office: New emails won't trigger Zap", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Microsoft Office: New emails won&#39;t trigger Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Office 365 Microsoft Office: New emails won&#39;t trigger Zap Updated September 05, 2024 16:15 Symptoms When using Microsoft Outlook's New Email trigger in your Zap, the Zap does not run. Your Zap is turned on, but there is no corresponding Zap run in your Zap history. Causes This happens for a few reasons: The sender and receiver of the email are the same. The sender and receiver's domains are the same, and the receiver's email address is a shared inbox. The Zap will not trigger for emails sent to a shared inbox with the same domain as the sender's address. The New Email trigger can only trigger on up to 50 emails per polling interval. How to fix it To fix this: Check the sender's email isn't the same as the email as the connected app account (receiver's email) in your Zap. Send emails from an address with a different domain to your connected app account . For Zapier paid plans, you can adjust the polling interval between 1 and 15 mins. ", "error": null, "slug": "microsoft-outlook", "help_title": "Microsoft Office: New emails won't trigger Zap"}
{"url": "https://help.zapier.com/hc/en-us/articles/28416820744333-Google-Drive-error-Required-field-file-file-is-missing", "final_url": "https://help.zapier.com/hc/en-us/articles/28416820744333-Google-Drive-error-Required-field-file-file-is-missing", "title": "Google Drive error: Required field \"file\" (file is missing)", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Drive error: Required field &quot;file&quot; (file is missing) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Drive Google Drive error: Required field &quot;file&quot; (file is missing) Updated May 29, 2026 18:13 When using either the Google Drive Upload File or Move File action in your Zap workflows, you see the error message \"Nothing could be found\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens: When the mapped field from the previous step is blank and is required to upload or move a file in Google Drive. Your file URL is not publicly accessible or downloadable. The mapped field does not contain the file ID that Google Drive expects. How to fix it To fix this issue: Upload File If you have mapped a field containing a file URL in the File field, test if the file's URL is accessible or downloadable: Open an incognito browser and copy and paste the URL into the address bar. Press Enter on your keyboard. One of the following will happen: The file will display in the browser window if it’s a viewable format. The browser will download the file to your computer. If the file cannot be accessed, you may see an error message. This means Zapier cannot access the file. Learn more about sending files in Zap workflows . Ensure the data from the previous step is consistently sent to the Google Drive step, or replace the current mapped field with one that consistently provides a value. If you cannot change the current mapped field, you can add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the File field receives no data from the previous step. Move File Check the File field either has a file selected or contains a mapped field with the file ID . If you cannot change the current mapped field, you can add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the File field receives no data from the previous step. If you are using the Find a File action, before your Move File action: Go to your Find a File action step. Select No in the Should this step be considered a “success” when nothing is found ” dropdown menu. This will halt the Zap run , and prevent any subsequent steps from continuing. In your Zap run, you’ll see the message “Halted Exception: Nothing could be found for the search.” Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-drive", "help_title": "Google Drive error: Required field \"file\" (file is missing)"}
{"url": "https://help.zapier.com/hc/en-us/articles/28416466338829-Google-Drive-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/28416466338829-Google-Drive-error-Nothing-could-be-found-for-the-search", "title": "Google Drive error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Drive error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Drive Google Drive error: Nothing could be found for the search Updated May 29, 2026 18:13 When using either of the Google Drive search actions (Find a File or Find Folder) in your Zap workflows, you see the error message \"Nothing could be found for the search\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step in the File Name or Folder Name field is blank. Google Drive requires values in those fields to complete the search. The value in the File Name or Folder Name field does not exist in Google Drive. In some cases, the creation of a file or folder depends on another Zap that has not run at the time the search was carried out. The search for a file could not be completed because it does not meet the search criteria selected in the File Types dropdown menu. How to fix it To fix this issue: Ensure the data from the previous step is consistently sent to the Google Drive step, or replace the current mapped field with one that consistently provides a value. If you have a file or folder that exists but is in a different folder than what is selected in the Zap, try clearing the Folder or Parent Folder field. If the file exists, but the search is unable to find it, try clearing the File Types dropdown field. If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the Filename or Folder Name fields receive no data from the previous step. Add a delay to your Zap to add in some time before the Zap searches for the file or folder. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-drive", "help_title": "Google Drive error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496061204621-Common-Problems-with-Delay", "final_url": "https://help.zapier.com/hc/en-us/articles/8496061204621-Common-Problems-with-Delay", "title": "Common Problems with Delay", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Delay &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Schedule & Delay Common Problems with Delay Updated May 29, 2026 18:18 Can I run steps after a Delay if the Zap was turned off? Your Zap must be on for the Delay to run. If it is off when Delay is scheduled to resume, any actions after the Delay will not run even when the Zap is turned on again. New Zap workflows that trigger after the Zap is turned on will run as usual. Can I delay when my Zap triggers? Delay can postpone actions, not triggers. If you need to schedule when a Zap runs, you can use Schedule by Zapier , then search for existing data in the app you need information from. How do I stop a task that's delayed? There are two ways to do this:- Turn the Zap off during the delay period. Delayed tasks won’t continue if the Zap is turned off before the delay expires and won’t resume when the Zap is turned on again.- Delete the Zap run in your Zap history . I want to delay until the next business day To set this up, you'll need three steps: First you'll need a Formatter Date/Time action to figure out what day of the week it is. Set it up to look like this: In the Input field, paste in {{zap_meta_human_now}} , which will capture the timestamp. Adding \"ddd\" in the \"Custom Value for To Format\" will take the current timestamp and turn it into a \"Sat\" for Saturday. Next, use the Formatter Utilities action and the Lookup Table transform. Set it up to look like this: . This will take the output of the previous step and output a number of days to wait. So, for example, for Monday - Thursday, we only want to delay by one day. If it triggers on a Friday, we want to delay for 3 days (until Monday). And so on. Then follow it up with a Delay For action that uses the output of the Formatter table to delay: Why is my delay releasing immediately? Delay releases instantly when: The Date/Time Delay Until value is set in the past. The Time Delayed For value is 0 or a negative number. Note There are multiple ways to get around this, but they all involve multiple steps and/or multiple Zap workflows. The most straightforward is to have two similar Zap workflows that use a filter to check the current time {{zap_meta_human_now}} . Zap 1: continue if the time is before 4:50 and use delay until 04:50 Zap 2: continue if the time is after 04:50 and use delay until 04:50 tomorrow You can read more about using dates in a filter steps here. . I Need to Delay a Step Longer Than 1 Month You can delay a step for no more than 30 days. Combining Delay steps to increase that maximum may error and isn’t recommended. Use Google Calendar’s Event Start trigger to create delays for longer than 30 days . What happens if I change my Zap during a delay? If you change any part of your Zap during a delay, your Zap will not continue once the Zap resumes. This includes adding, changing, or removing actions. ", "error": null, "slug": "delay", "help_title": "Common Problems with Delay"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495965264397-Common-Problems-with-Google-Drive", "final_url": "https://help.zapier.com/hc/en-us/articles/8495965264397-Common-Problems-with-Google-Drive", "title": "Common Problems with Google Drive", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Google Drive &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Drive Common Problems with Google Drive Updated January 23, 2026 14:11 My Zap doesn't create a text file and doesn't copy over the folder. Likely you aren't selecting a file field from the trigger service. On Set Up Template, you must make sure to select a file field for the file if you want anything other than a text file to be created. In the absence of a file, Zapier creates a text file with the contents of the file being the field you put under the Template. The correct way to do this is select a file field which are seen in grey as demonstrated below. Why am I getting a ZIP file in Google Drive If you are putting multiple files in an action for the file field, Zapier zips the files into one file. If you select the zipped file in Google Drive, all of the contents will be found there. Zipped files help us handle larger file sizes since they can be compressed. I setup my drive Zap, why didn't my files copy over? Zapier triggers only on new items, not existing items. Your existing files won't be able to be exported using Zapier. For more information on this check out import/export . Unable to get a value when looking for \"file\". Is it missing? If you see this error, you likely had a Zap trigger without a \"real file\". Google Drive differentiates between what is actually a file and what isn't. Any Google Docs items will trigger, but aren't considered \"real files\" by Google Drive (docs, spreadsheets, presentations, etc). The below items aren't \"real files\" and will cause this error. These are considered \"real files\" and will trigger your Zap correctly. My files are not triggering my Zap when moved into a folder If a file is moved into a folder containing more than 500 files, it may not trigger the Zap. Zapier checks the folder using the file's creation date/ Google's API does not provide a \"move date\". If 500 files with newer creation dates exist in the folder, the moved file's original, older creation date caused it to be excluded from the 500 newer files Zapier checks. To prevent this issue, keep your trigger folder size below 500 files. Zapier strongly recommends implementing a processing workflow where files are automatically moved out of the trigger folder after they have been processed by the Zap. How do I get a download file URL from Google Drive? If you need a publicly-accessible download link for a Google Drive file to hardcode into an action step in your Zap—for instance, to use as an attachment on an email—you can locate the file ID in the Share menu. It will appear as part of the shareable URL of the file: Once you have the ID, you can add it using the following URL format: https://drive.google.com/uc?export=download&id=FILE_ID Note: This will only work for files that you upload to Google Drive. It will not work for documents, presentations, etc. created inside Google Drive. Why can't I see my desired folder in the dropdown menu? Google Drive requires you to be the owner of a given folder in order for you to be able to interact with this folder in Zapier, such as by uploading a file to the folder or triggering on a new file added to that folder. ", "error": null, "slug": "google-drive", "help_title": "Common Problems with Google Drive"}
{"url": "https://help.zapier.com/hc/en-us/articles/31812286026253-How-to-use-test-mode-data-with-Stripe-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/31812286026253-How-to-use-test-mode-data-with-Stripe-on-Zapier", "title": "How to use test mode data with Stripe on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to use test mode data with Stripe on Zapier Updated May 29, 2026 18:12 To use test data from your Stripe account when creating Zap workflows, enable Stripe’s test mode . This allows you to test Zap workflows steps without affecting real transactions or moving actual money. You can also use it to test when the Zap is on. This means you to test your Zap workflows with realistic data without impacting your live Stripe account. Supported triggers and actions You can use test mode data with these supported triggers and actions. Triggers Actions Canceled Subscription Checkout Session Completed Failed Payment Invoice Payment Failed New Charge New Customer New Dispute New Subscription New Payment Confirm Payment Create Customer Create Product Find Account Balance Find Charge Find Customer Find Invoice Find Payment 1. Enable Stripe's test mode In your Stripe account: In the top of the left side nav, click the name of your account . A pop-up will appear. Click Switch to sandbox . In the dropdown menu, select Test mode . An bar will appear at the top of your screen, displaying \" Test mode. You're using test data. No real transactions will be processed. \" Test mode is now enabled in your Stripe account. 2. Create a Stripe secret API key Follow Stripe's instructions on how to create a secret API key . 3. Connect to Stripe test mode on Zapier To create an app connection on Zapier to your Stripe account in test mode: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Test mode secret API key field, enter your Stripe secret key . Click Yes, Continue to Stripe . Log into Stripe to authenticate. Select your Stripe account. Click Continue . Your Stripe account is now successfully connected to Zapier. 4. Setting up your supported trigger or action When setting up your Zap with your supported trigger or action, the Configure tab will includes two fields: Use test mode data for the test sample Use test mode data events to trigger Zap Select True to enable either or both of these options. Once enabled, you can test your Zap when it’s turned off or on. The table below explains each options and what its supports: **Field** **Purpose** **Works with** Use test mode data for the test sample Send tests when the ", "text": "How to use test mode data with Stripe on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to use test mode data with Stripe on Zapier Updated May 29, 2026 18:12 To use test data from your Stripe account when creating Zap workflows, enable Stripe’s test mode . This allows you to test Zap workflows steps without affecting real transactions or moving actual money. You can also use it to test when the Zap is on. This means you to test your Zap workflows with realistic data without impacting your live Stripe account. Supported triggers and actions You can use test mode data with these supported triggers and actions. Triggers Actions Canceled Subscription Checkout Session Completed Failed Payment Invoice Payment Failed New Charge New Customer New Dispute New Subscription New Payment Confirm Payment Create Customer Create Product Find Account Balance Find Charge Find Customer Find Invoice Find Payment 1. Enable Stripe's test mode In your Stripe account: In the top of the left side nav, click the name of your account . A pop-up will appear. Click Switch to sandbox . In the dropdown menu, select Test mode . An bar will appear at the top of your screen, displaying \" Test mode. You're using test data. No real transactions will be processed. \" Test mode is now enabled in your Stripe account. 2. Create a Stripe secret API key Follow Stripe's instructions on how to create a secret API key . 3. Connect to Stripe test mode on Zapier To create an app connection on Zapier to your Stripe account in test mode: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Test mode secret API key field, enter your Stripe secret key . Click Yes, Continue to Stripe . Log into Stripe to authenticate. Select your Stripe account. Click Continue . Your Stripe account is now successfully connected to Zapier. 4. Setting up your supported trigger or action When setting up your Zap with your supported trigger or action, the Configure tab will includes two fields: Use test mode data for the test sample Use test mode data events to trigger Zap Select True to enable either or both of these options. Once enabled, you can test your Zap when it’s turned off or on. The table below explains each options and what its supports: **Field** **Purpose** **Works with** Use test mode data for the test sample Send tests when the Zap is turned off for setup and debugging. Supported triggers and actions . Use test mode data events to trigger Zap Sends tests when the Zap is turned on to simulate real activity. Supported triggers only . Note If these fields do not appear in your Zap, it is likely due to one of these reasons: Missing Test Mode API Key : Your connected account may not have a Test Mode API Key. You’ll need to reconnect to Stripe again. Unsupported trigger or action : The specific trigger or action you’re using does not support test mode data. 5. Test your Zap Test your Zap to verify it is sending the right data to your desired app. 6. Disable test mode Once you’ve completed your test, you’ll need to disable test mode in Stripe: Go back to your Stripe account. In the left side nav, click the name of your account . A pop-up will appear. Click Exit test mode . In the dropdown menu, select Test mode . The Test mode bar at the top of your screen will disappear, confirming that you are no longer in test mode. Next steps To use your live Stripe account on Zapier, you will need to: Activate your Stripe account . Create another app connection to Stripe, without adding your Stripe secret key . ", "error": null, "slug": "stripe", "help_title": "How to use test mode data with Stripe on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/10821467221133-How-to-use-Stripe-Payment-Links-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/10821467221133-How-to-use-Stripe-Payment-Links-with-Zapier", "title": "How to use Stripe Payment Links with Zapier", "auth_signals": ["api_key", "basic_auth"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to use Stripe Payment Links with Zapier Updated November 25, 2022 10:20 Follow these steps to use Stripe Payment Links in your Zap: In the Zap editor, click to open the Trigger step. In the Choose app & event section, search for and select Stripe . Click the Event dropdown menu, select New Event. Click Continue . In the Choose account section: If you already have a Stripe account connected to Zapier, select it from the account dropdown menu. If not, click Sign in to Stripe to connect your Stripe account . Once the account is connected, click Continue . In the Event Type dropdown menu, select Checkout Session Completed Click Continue . In the Test trigger section, click Test trigger. Click Continue . (Optional) Retrieve line items from Stripe If you need to retrieve the line items of the order, add a Webhooks by Zapier step (see instructions below). Click the Action step, or click the plus + icon to add an action to your Zap. Search for and select Webhooks by Zapier . In the Event dropdown menu, select GET. Click Continue . In the URL field, type https://api.stripe.com/v1/checkout/sessions/{{data_object_id}} . Replace {{data_object_id}} with the Data Object ID field from the Stripe trigger. In the Query String Params section, type expand[] in the first field, and line_items in the second field. In the Basic Auth field, type the Secret API Key generated from your Stripe account, followed by a | . Click Continue . Click Test & Review to ensure the information is correct. Once this step is completed, you can use the Stripe order information in later action steps.", "text": "How to use Stripe Payment Links with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to use Stripe Payment Links with Zapier Updated November 25, 2022 10:20 Follow these steps to use Stripe Payment Links in your Zap: In the Zap editor, click to open the Trigger step. In the Choose app & event section, search for and select Stripe . Click the Event dropdown menu, select New Event. Click Continue . In the Choose account section: If you already have a Stripe account connected to Zapier, select it from the account dropdown menu. If not, click Sign in to Stripe to connect your Stripe account . Once the account is connected, click Continue . In the Event Type dropdown menu, select Checkout Session Completed Click Continue . In the Test trigger section, click Test trigger. Click Continue . (Optional) Retrieve line items from Stripe If you need to retrieve the line items of the order, add a Webhooks by Zapier step (see instructions below). Click the Action step, or click the plus + icon to add an action to your Zap. Search for and select Webhooks by Zapier . In the Event dropdown menu, select GET. Click Continue . In the URL field, type https://api.stripe.com/v1/checkout/sessions/{{data_object_id}} . Replace {{data_object_id}} with the Data Object ID field from the Stripe trigger. In the Query String Params section, type expand[] in the first field, and line_items in the second field. In the Basic Auth field, type the Secret API Key generated from your Stripe account, followed by a | . Click Continue . Click Test & Review to ensure the information is correct. Once this step is completed, you can use the Stripe order information in later action steps. ", "error": null, "slug": "stripe", "help_title": "How to use Stripe Payment Links with Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495965163405-How-to-get-started-with-Google-Drive-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495965163405-How-to-get-started-with-Google-Drive-on-Zapier", "title": "How to get started with Google Drive on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Drive app on Zapier, you must have: A Google account with access to Google Drive. You also need to have view or edit access to any files or folders you do not own that you want to interact with.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Drive How to get started with Google Drive on Zapier Updated August 12, 2025 13:40 Google Drive and Zapier help automate file management across your apps. The integration can be triggered by new files or folders to automatically create, copy, or move files and folders. Prerequisites To use the Google Drive app on Zapier, you must have: A Google account with access to Google Drive. You also need to have view or edit access to any files or folders you do not own that you want to interact with. Connect Google Drive to Zapier To create an app connection to Google Drive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Drive . Click Add connection . A new browser tab or window will open. Log into Google Drive to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Drive account is now successfully connected to Zapier. About Google Drive's app", "text": "How to get started with Google Drive on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Drive How to get started with Google Drive on Zapier Updated August 12, 2025 13:40 Google Drive and Zapier help automate file management across your apps. The integration can be triggered by new files or folders to automatically create, copy, or move files and folders. Prerequisites To use the Google Drive app on Zapier, you must have: A Google account with access to Google Drive. You also need to have view or edit access to any files or folders you do not own that you want to interact with. Connect Google Drive to Zapier To create an app connection to Google Drive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Drive . Click Add connection . A new browser tab or window will open. Log into Google Drive to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Drive account is now successfully connected to Zapier. About Google Drive's app Triggers, searches, and actions Triggers New File (Polling) - Triggers when any new file is added (inside of any folder). New Folder (Polling) - Triggers when a new folder is added directly to a specific folder (but not its subfolders). New File in Folder (Polling) - Triggers when a new file is created within, moved to, or uploaded directly to a specific folder (but not its subfolders). Updated File (Polling) - Triggers when a file is updated in a specific folder (but not its subfolders). Searches Find a File - Search for a specific file by name. Find or Create File - Finds or creates a specific file v2. Retrieve File or Folder by ID - Get a file or folder by its ID. Find a Folder - Search for a specific folder by name. Find or Create Folder - Finds or creates a specific folder v2. Actions Copy File - Create a copy of the specified file. Create Folder - Create a new, empty folder. Create File From Text - Create a new file from plain text. Create Shared Drive - Create a new shared drive (also known as Team Drive) in Google Drive. Create Shortcut - Create a shortcut to a file. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Delete File - This action will delete a file in Google Drive. You will need to provide the file ID. Upload File - Copies an existing file from another service to Google Drive. Move File - Move a file from one folder to another. Replace File - Upload a file to Drive, that replaces an existing file. Add File Sharing Preference - Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL. Update File/Folder Name - Update the name of a file or folder. Retrieve Files from Google Drive - This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters. Limitations API rate limits apply , if you exceed these limits, you'll receive a 429 error. Google Workspace users can only upload 750 GB per day between My Drive and all shared drives. The New File in Folder trigger has specific rules for when it will run. When adding multiple files into the \"File\" field, Zapier automatically zips them into one file. Templates View all of Google Drive's templates . Use cases 6 Google Drive automation ideas How to automatically save client files in the right Google Drive folders How to automatically save Gmail attachments to a Google Drive folder Additional Google Drive resources Zapier's Google Drive integration page Google Drive's Help Center Google Drive's API documentation ", "error": null, "slug": "google-drive", "help_title": "How to get started with Google Drive on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496161863693-How-to-get-started-with-Stripe-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496161863693-How-to-get-started-with-Stripe-on-Zapier", "title": "How to get started with Stripe on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Stripe app on Zapier, you must have: An activated Stripe account. A paid Stripe plan. Administrator permissions on your Stripe account. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to get started with Stripe on Zapier Updated August 10, 2026 10:41 Stripe and Zapier connect to automate payments. You can trigger actions when new payments or customers are added and create invoices or subscriptions. Prerequisites To use the Stripe app on Zapier, you must have: An activated Stripe account. A paid Stripe plan. Administrator permissions on your Stripe account. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Stripe instance requires IP allowlisting. Connect Stripe to Zapier To connect your Stripe account to Zapier, you will need to create a separate connection for either live mode or test mode data. You cannot use the same connection for both. Connecting to live mode Connecting to test mode data Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe . Click Add connection . A Connect an Account page will open in a browser tab or window. Click Yes, Continue to Stripe . Log into Stripe to authenticate. Grant Zapier permission to access your account if prompted to. Your Stripe account is now successfully connected to Zapier. To use test mode data, you must enable Stripe's test mode and create a Stripe secret API key . Learn more about using test mode data with Stripe on Zapier. To create an app connection to Stripe on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your test mode secret API key in the provided field. Click Yes, Continue to Stripe . Log into Stripe to authenticate. Grant Zapier permission to access your account if prompted to. Your Stripe account is now successfully connected to Zapier. About Stripe's app", "text": "How to get started with Stripe on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to get started with Stripe on Zapier Updated August 10, 2026 10:41 Stripe and Zapier connect to automate payments. You can trigger actions when new payments or customers are added and create invoices or subscriptions. Prerequisites To use the Stripe app on Zapier, you must have: An activated Stripe account. A paid Stripe plan. Administrator permissions on your Stripe account. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Stripe instance requires IP allowlisting. Connect Stripe to Zapier To connect your Stripe account to Zapier, you will need to create a separate connection for either live mode or test mode data. You cannot use the same connection for both. Connecting to live mode Connecting to test mode data Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe . Click Add connection . A Connect an Account page will open in a browser tab or window. Click Yes, Continue to Stripe . Log into Stripe to authenticate. Grant Zapier permission to access your account if prompted to. Your Stripe account is now successfully connected to Zapier. To use test mode data, you must enable Stripe's test mode and create a Stripe secret API key . Learn more about using test mode data with Stripe on Zapier. To create an app connection to Stripe on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your test mode secret API key in the provided field. Click Yes, Continue to Stripe . Log into Stripe to authenticate. Grant Zapier permission to access your account if prompted to. Your Stripe account is now successfully connected to Zapier. About Stripe's app Triggers, searches, and actions Triggers Canceled Subscription - Triggers when a subscription is canceled (by a subscriber or due to end of billing period). (Instant) Failed Payment - Triggers when a payment attempt fails. (Instant) New Charge - Triggers when a new charge is completed. (Instant) New Dispute - Triggers when a customer disputes a charge. (Instant) New Event - Triggers on a new event. (Polling) New Invoice - Triggers on a new invoice. You can filter based on the invoice's status. (supports line items) (Polling) New Payment Link - Triggers when a new payment link is created. (Polling) Updated Subscription - Triggers when a customer subscription has changed. (Instant) Checkout Session Completed - Triggers when a checkout session is completed. (Instant) Invoice Payment Failed - Triggers when an invoice payment fails. (Instant) New Customer - Triggers when a new customer is added. (Instant) New Subscription - Triggers when a customer is signed up for a new plan. (Instant) New Invoice Item - Triggers when a new invoice item is created. (Polling) New Payment - Triggers when a new payment is completed. (Instant) New Refund - Triggers when a charge is refunded, including partial refunds. (Polling) Updated Dispute - Triggers when a dispute is updated (usually with evidence). (Instant) Searches Find Account by ID - Finds a Stripe account by its ID. Find Customer - Finds an existing customer by their Stripe ID or email address. Find Payment - Finds an existing payment intent by its Stripe ID. Find Account Balance - Finds the account balance for your stripe account. Find Charge - Finds an existing charge by its Stripe ID. Find Invoice - Finds an existing invoice by its Stripe ID. Find Subscription - Finds an existing subscription. Actions Cancel Subscription - Cancels a subscription. Create Checkout Session - Creates a new Checkout Session. Create Invoice - Creates a new invoice. Create Payment Link - Creates a payment link. Create Product - Creates a new product. Deactivate Payment Link - Deactivates a payment link. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Confirm Payment - Confirms an existing payment, also known as a PaymentIntent. Create Customer - Creates a new customer. Create Payment - Creates a new payment, also known as a PaymentIntent. Create Price - Creates a price. Create Subscription - Creates a new subscription. Update Customer - Updates an existing customer. Limitations You can only have one app account connection to Stripe per Zapier account. API rate limits apply. Stripe's usage limits and rate limits apply when using the integration. Test mode data is only supported for specific triggers and actions, not all Stripe triggers and actions support test mode data. Stripe sends amount data in cents (e.g., 197000 instead of 1970.00 ). To send emails by the \"Receipt Email\" field, you need to have email receipts enabled within Stripe . Templates View all of Stripe's templates . Use cases 5 ways to automate Stripe with Zapier How to add new Stripe customers to Mailchimp audiences How to add Stripe sales as new rows in Google Sheets Scale software licensing as your business grows with Keygen and Stripe Additional Stripe resources Zapier's Stripe integration page Stripe's Help Center Stripe's API documentation ", "error": null, "slug": "stripe", "help_title": "How to get started with Stripe on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/18836255979277-How-to-get-started-with-Microsoft-Outlook-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18836255979277-How-to-get-started-with-Microsoft-Outlook-on-Zapier", "title": "How to get started with Microsoft Outlook on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft Outlook app on Zapier, you must have: A Microsoft 365 Business or Enterprise account. An Exchange Online mailbox . Administrator consent or approval for third-party application access if your organization has restricted user consent settings. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Outlook How to get started with Microsoft Outlook on Zapier Updated August 10, 2026 10:41 Microsoft Outlook and Zapier connect to automate your email and calendar tasks. You can trigger actions when new emails arrive or events are created and send emails or create calendar events. Prerequisites To use the Microsoft Outlook app on Zapier, you must have: A Microsoft 365 Business or Enterprise account. An Exchange Online mailbox . Administrator consent or approval for third-party application access if your organization has restricted user consent settings. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Microsoft Outlook instance requires IP allowlisting. Connect Microsoft Outlook to Zapier To create an app connection to Microsoft Outlook on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Outlook . Click Add connection . A new browser tab or window will open. Log into Microsoft Outlook to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Outlook account is now successfully connected to Zapier. Keep your Microsoft app connection active Microsoft automatically expires the refresh token Zapier uses to connect to them for security reasons. This happens if any of the following events occur: You change or reset your password. The token is not used for 14 days. 90 days have passed since the token was issued. There's no way to prevent these expiration rules, so when your token expires, you'll need to reconnect your account . About Microsoft Outlook's app Triggers, searches, and actions Triggers Triggers Calendar Event Start (Polling) - Triggers at a specified time before an event in your calendar starts. New Attachment (Polling) - Triggers when there is a new attachment. New Contact (Polling) - Triggers when a new contact is added to your account. New Email Matching Search (Polling) - Triggers when a new e-mail is received in your inbox that matches a search. New Message in Folder (Polling) - Triggers when a new new message in folder is created. Cancelled Calendar Event (Instant) - Triggers when an event is cancelled. New Calendar Event (Polling) - Triggers when a new event is created in your calendar. New Email (Polling) - Triggers when a new e-mai", "text": "How to get started with Microsoft Outlook on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Outlook How to get started with Microsoft Outlook on Zapier Updated August 10, 2026 10:41 Microsoft Outlook and Zapier connect to automate your email and calendar tasks. You can trigger actions when new emails arrive or events are created and send emails or create calendar events. Prerequisites To use the Microsoft Outlook app on Zapier, you must have: A Microsoft 365 Business or Enterprise account. An Exchange Online mailbox . Administrator consent or approval for third-party application access if your organization has restricted user consent settings. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Microsoft Outlook instance requires IP allowlisting. Connect Microsoft Outlook to Zapier To create an app connection to Microsoft Outlook on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Outlook . Click Add connection . A new browser tab or window will open. Log into Microsoft Outlook to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Outlook account is now successfully connected to Zapier. Keep your Microsoft app connection active Microsoft automatically expires the refresh token Zapier uses to connect to them for security reasons. This happens if any of the following events occur: You change or reset your password. The token is not used for 14 days. 90 days have passed since the token was issued. There's no way to prevent these expiration rules, so when your token expires, you'll need to reconnect your account . About Microsoft Outlook's app Triggers, searches, and actions Triggers Triggers Calendar Event Start (Polling) - Triggers at a specified time before an event in your calendar starts. New Attachment (Polling) - Triggers when there is a new attachment. New Contact (Polling) - Triggers when a new contact is added to your account. New Email Matching Search (Polling) - Triggers when a new e-mail is received in your inbox that matches a search. New Message in Folder (Polling) - Triggers when a new new message in folder is created. Cancelled Calendar Event (Instant) - Triggers when an event is cancelled. New Calendar Event (Polling) - Triggers when a new event is created in your calendar. New Email (Polling) - Triggers when a new e-mail is received in your inbox. New Flagged Email (Polling) - Triggers when a new email is flagged. Updated Calendar Event (Polling) - Triggers when an event is updated. Searches Searches Find Calendar Event - Finds a Calendar Event in your calendar. Find Email - Finds an email based on name. Find a Contact - Search for a contact. Find or Create Contact - this is the description. Actions Actions Add Attendees to Calendar Event - Adds attendees to a calendar event. Create Contact - Creates a new contact. Create Draft Reply - Creates a draft reply for an email. Delete Event - Deletes an existing event. Send Email - Send an email from your Outlook account. Update Contact - Updates a contact. Create Event - Create an event in the calendar of your choice. Create Draft Email - Creates a draft of an email that can then be reviewed and sent out. Delete Contact - Deletes an existing contact by ID. Reply to Email - Creates a new reply to email, probably with input from previous steps. Update Calendar Event - Updates a calendar event information. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Only Office 365 Business or Enterprise accounts are supported. Personal accounts (Outlook.com, Office Home, Live.com) cannot be connected. The Find Contact action only returns contacts from your \"My Contacts\" list. Contacts in company shared directories or shared contact groups are not accessible. Attachment size limit is 150MB for Send Email and Create Draft actions. Updated Event triggers ignore events that are updated within 15 seconds of being created. Quick edits may be missed after immediately creating the event. All-day events are sent in UTC timezone which may require date/time adjustments in action steps. Enabling multi-factor authentication setup may require reconnecting your Microsoft Office 365 account to Zapier. Templates View all of Microsoft Outlook's templates . Use cases Automate your Microsoft Outlook email and calendar Your guide to Microsoft automation Automate Microsoft To Do to be more productive Email automation guide How to integrate ChatGPT with Microsoft Outlook Add Microsoft Outlook events to Google Calendar Create Microsoft Outlook events from a Google Sheet How to create Todoist tasks for Microsoft Outlook events Copy events from one Microsoft Outlook calendar to another Automatically create tasks from calendar events Additional Microsoft Outlook resources Zapier's Microsoft Outlook integration page Microsoft Outlook's Help Center Microsoft Outlook's API documentation ", "error": null, "slug": "microsoft-outlook", "help_title": "How to get started with Microsoft Outlook on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496000527629-Common-Problems-With-Stripe", "final_url": "https://help.zapier.com/hc/en-us/articles/8496000527629-Common-Problems-With-Stripe", "title": "Common Problems With Stripe", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems With Stripe &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe Common Problems With Stripe Updated May 29, 2026 18:12 How do I use line items with Stripe? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier: In Zapier's Stripe integration, the “New Invoice” trigger offers line item support. If you'd like your Zap to iterate over each individual item in an invoice, you'll want to use the “New Invoice Item” trigger. If you want to learn more about how line items work, read our guide to line items here . Amount passed over in cents Stripe sends the data over in cents (eg. 197000 instead of 1970.00), but you can use a Formatter step to convert the number into dollars before passing it to your action step. The email field isn't coming across For emails to come in the \"receipt email\" field, you need to have email receipts enabled within Stripe. Read this article from Stripe on how to set up email receipts. I can only use a maximum of 16 connections per account Stripe allows you to set up a maximum of 16 connections per account. This includes connections both inside and outside of Zapier. Each Zap uses 1 connection. If you need more than 16 Zap workflows, you can use Paths to create multiple outcomes from a single Stripe trigger instead. ", "error": null, "slug": "stripe", "help_title": "Common Problems With Stripe"}
{"url": "https://help.zapier.com/hc/en-us/articles/22047473894157-Latest-update-on-migrating-from-Airtable-API-Keys-to-OAuth", "final_url": "https://help.zapier.com/hc/en-us/articles/22047473894157-Latest-update-on-migrating-from-Airtable-API-Keys-to-OAuth", "title": "Latest update on migrating from Airtable API Keys to OAuth", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "Latest update on migrating from Airtable API Keys to OAuth &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 Latest update on migrating from Airtable API Keys to OAuth Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. On September 25, 2023, Zapier began to migrate users of Airtable who connected their accounts using API Keys into OAuth. This transition is necessary because Airtable will deprecate API Keys on February 1, 2024. By migrating to OAuth, your Zap workflows can continue running as normal. To ensure Zapier can successfully migrate your Airtable authentication on your behalf, follow these steps before February 1, 2024: Verify your email address in your Airtable account. Confirm you’ve not exceeded Airtable’s limit 20 tokens per user . For Airtable Enterprise Scale plan users, grant Zapier access to Airtable in your allowlist. Zapier will contact you by email if you need to take additional action to ensure a smooth migration of your Zap workflows. Learn more about the automatic migration of Zapier connections . ", "error": null, "slug": "airtable", "help_title": "Latest update on migrating from Airtable API Keys to OAuth"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495995404173-How-to-get-started-with-Airtable-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495995404173-How-to-get-started-with-Airtable-on-Zapier", "title": "How to get started with Airtable on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Airtable app on Zapier, you must have: You must verify your email address on Airtable . For Airtable Enterprise Scale plan users, you must grant Zapier access to Airtable in your allowlist . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable How to get started with Airtable on Zapier Updated August 10, 2026 10:41 Airtable and Zapier connect to automate your database workflows. You can create, update, and find records, and start Zaps when records are added or changed. Prerequisites To use the Airtable app on Zapier, you must have: You must verify your email address on Airtable . For Airtable Enterprise Scale plan users, you must grant Zapier access to Airtable in your allowlist . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Airtable instance requires IP allowlisting. Connect Airtable to Zapier To create an app connection to Airtable on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Airtable . Click Add connection . A new browser tab or window will open. Log into Airtable to authenticate. Grant Zapier permission to access your account if prompted to. Your Airtable account is now successfully connected to Zapier. About Airtable's app", "text": "How to get started with Airtable on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable How to get started with Airtable on Zapier Updated August 10, 2026 10:41 Airtable and Zapier connect to automate your database workflows. You can create, update, and find records, and start Zaps when records are added or changed. Prerequisites To use the Airtable app on Zapier, you must have: You must verify your email address on Airtable . For Airtable Enterprise Scale plan users, you must grant Zapier access to Airtable in your allowlist . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Airtable instance requires IP allowlisting. Connect Airtable to Zapier To create an app connection to Airtable on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Airtable . Click Add connection . A new browser tab or window will open. Log into Airtable to authenticate. Grant Zapier permission to access your account if prompted to. Your Airtable account is now successfully connected to Zapier. About Airtable's app Triggers, searches, and actions Triggers New Record - Triggers when a new record is created or new or existing records when first added to a selected view. New or Updated Record - Triggers when a record is created or updated. Searches Find Record - Find a record in a table. Find Table - Find tables by searching for a keyword in table name or description. Find Base - Find bases by searching for a keyword in the base name. Only works with 5000 or fewer bases in the account. Find Record by ID - Find a specific record using its unique ID. Find Table by ID - Find a specific table using its unique ID. Find or Create Record - Find or Create Record. Actions Create Record - Creates a new record with auto-populating fields. Create or Update Record - Find and update an existing record, or create a new one. Update Record - Update a record in a specific table. Create Records (Advanced) - Create up to 10 new records (supports line items). Delete Record - Delete a record in a table. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations You can create up to 20 tokens per Airtable user for third-party integrations like Zapier . API Rate limits apply and vary depending on your Airtable plan type. Airtable enforces a rate limit of 5 requests per second per base to ensure optimal performance across all pricing tiers. Additionally, there is a limit of 50 requests per second for all traffic using personal access tokens from a given user or service account. If you exceed this rate, you will receive a 429 status code and must wait 30 seconds before subsequent requests will succeed. Airtable uses OAuth to authenticate your account on Zapier . Personal Access Tokens (PAT) cannot be used with Zapier as the Airtable app on Zapier specifically uses OAuth authentication. Update actions in Zapier overwrite existing data rather than appending to it, which may not be suitable for all use cases where data preservation is important. Templates View all of Airtable's templates . Use cases 9 Airtable automation ideas How to connect Airtable to webhooks How to create new Softr users from Airtable Additional Airtable resources Zapier's Airtable integration page Airtable's Help Center Airtable's API documentation ", "error": null, "slug": "airtable", "help_title": "How to get started with Airtable on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/30675317221005-Airtable-error-You-must-provide-either-Search-by-field-AND-Search-Value-or-Search-Formula", "final_url": "https://help.zapier.com/hc/en-us/articles/30675317221005-Airtable-error-You-must-provide-either-Search-by-field-AND-Search-Value-or-Search-Formula", "title": "Airtable error: You must provide either “Search by field” AND “Search Value” or “Search Formula”", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Airtable error: You must provide either “Search by field” AND “Search Value” or “Search Formula” &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable Airtable error: You must provide either “Search by field” AND “Search Value” or “Search Formula” Updated May 29, 2026 18:13 When using the Airtable search action in your Zap workflows, you see the error message \"You must provide either “Search by field” AND “Search Value” or “Search Formula”\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the mapped field from the previous step is blank. Airtable requires a value in either the Search by Field and Search Value fields or in the Search Formula field to complete the search. How to fix it To fix this issue: Ensure the data from the previous step is consistently sent to the Airtable step, or replace the current mapped field with one that consistently provides a value. Re-test your previous step to ensure you have the most current fields. If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the To field does not receive data from the previous step. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "airtable", "help_title": "Airtable error: You must provide either “Search by field” AND “Search Value” or “Search Formula”"}
{"url": "https://help.zapier.com/hc/en-us/articles/30667310717965-Airtable-error-Nothing-can-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/30667310717965-Airtable-error-Nothing-can-be-found-for-the-search", "title": "Airtable error: Nothing can be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Airtable error: Nothing can be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable Airtable error: Nothing can be found for the search Updated May 29, 2026 18:13 When using an Airtable search action in your Zap workflows, you get the error message “Nothing could be found for the search.” You’ll see this error in the details of a Zap run in your Zap’s history. Causes This happens when: The record you are searching for does not exist in Airtable or another Zap that should’ve created it has not created it yet. The search criteria for a record does not match the corresponding data in Airtable. The mapped field in the Search Value or Search Formula field contains data in a format different from that in Airtable. The mapped field contains a trailing space. You have the exact match setting turned on which restricts your search. You selected a view in Airtable that restricts your search. How to fix To fix it: Check in Airtable that the record you are searching for exists. If it does not exist, amend your search action to create a record if one is not found: Go to your Airtable search action. In the Configure tab, select Create if Airtable Record if it doesn’t exist yet? checkbox. Complete any fields you need for a new record. If your record is created by another Zap that runs after your affected Zap, add a delay step before your Airtable search action. This will prevent your Zap from running until the record is created. Adjust the search criteria to see if this improves your search results. In your affected Airtable step, turn off the exact match setting. In the Search for Exact Match? dropdown menu, select No. In the Limit to View field, select an alternative view. Review the mapped field you are using in the Search Value or Search Formula field. You may need to map a different field that has values that match the record in Airtable. If the field you mapped from a previous step does not always send a value, replace it with a field that consistently does. If you cannot change the current mapped field: Add a step to set a default value as a fallback whenever your mapped field has no data. Add conditional logic using a filter or branching logic with paths before your search step. This will allow you to define what the Zap should do if the mapped field receives no data from the previous step. You can format data in your mapped field using Formatter by Zapier to match what Airtable expects. Learn more about: Getting started with Formatter. Split text fields . Modify text formats . Modify date and time formats . Extract data . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "airtable", "help_title": "Airtable error: Nothing can be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496011037453-Common-Problems-with-Airtable-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496011037453-Common-Problems-with-Airtable-on-Zapier", "title": "Common Problems with Airtable on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable Common Problems with Airtable on Zapier Updated May 29, 2026 18:13 Instead of the values shown in a cell, we're getting a referenced cell's ID If instead of this: You get this: That means that these are linked records — in other words, they're being pulled from another table. We get IDs for those because the data being shown isn't actually in those cells. As a workaround, you can create a formula column and select the lookup column name as the formula. This pulls in the lookup values as text so they can come across to the Zap the way you would expect. I want to add multiple different values to my \"Multiple Select\" Airtable field but they're all merged If you're trying to add multiple options to fields like this: Separate the values with commas when mapping them in the Zap editor, either like this: Or by placing commas between fields you insert from a previous Trigger or Action, like this: My calendar views are not listed in the trigger's dropdown menu Zapier can only display the normal Grid view from Airtable when setting up the triggers. We do not currently support the Form, Calendar, Gallery, or Kanban fields. That said, when you create these views, you typically get to specify a new group or field to be created in the Main Grid view, and you can then use a Filter by Zapier step to check for that specific group or field you created for that view. The Zap will only continue if that group or field is coming from the trigger. My Airtable \"New Record\" or \"New Record in View\" trigger is only returning \"created_at\" and \"id\" fields, even though I have more data than that! Empty records in Airtable still count as trigger records to Zapier. So, if you have empty records at the bottom of your table, Zapier will pick those up in testing. Likewise, if you create new empty records (which Airtable may do automatically if you hit the 'enter' key while editing a record), those will trigger your Zap without any additional data. Then, if you update that empty record later to add data to it, it will not trigger your Zap. To fix this, make sure that you delete any empty records from your tables. A row was added to my Airtable view but it's not triggering my Zap Airtable only sends Zapier 200 rows from a view at a time. The row order is based on the created_date , so the newest created rows are at the top. If something was created months ago but n", "text": "Common Problems with Airtable on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable Common Problems with Airtable on Zapier Updated May 29, 2026 18:13 Instead of the values shown in a cell, we're getting a referenced cell's ID If instead of this: You get this: That means that these are linked records — in other words, they're being pulled from another table. We get IDs for those because the data being shown isn't actually in those cells. As a workaround, you can create a formula column and select the lookup column name as the formula. This pulls in the lookup values as text so they can come across to the Zap the way you would expect. I want to add multiple different values to my \"Multiple Select\" Airtable field but they're all merged If you're trying to add multiple options to fields like this: Separate the values with commas when mapping them in the Zap editor, either like this: Or by placing commas between fields you insert from a previous Trigger or Action, like this: My calendar views are not listed in the trigger's dropdown menu Zapier can only display the normal Grid view from Airtable when setting up the triggers. We do not currently support the Form, Calendar, Gallery, or Kanban fields. That said, when you create these views, you typically get to specify a new group or field to be created in the Main Grid view, and you can then use a Filter by Zapier step to check for that specific group or field you created for that view. The Zap will only continue if that group or field is coming from the trigger. My Airtable \"New Record\" or \"New Record in View\" trigger is only returning \"created_at\" and \"id\" fields, even though I have more data than that! Empty records in Airtable still count as trigger records to Zapier. So, if you have empty records at the bottom of your table, Zapier will pick those up in testing. Likewise, if you create new empty records (which Airtable may do automatically if you hit the 'enter' key while editing a record), those will trigger your Zap without any additional data. Then, if you update that empty record later to add data to it, it will not trigger your Zap. To fix this, make sure that you delete any empty records from your tables. A row was added to my Airtable view but it's not triggering my Zap Airtable only sends Zapier 200 rows from a view at a time. The row order is based on the created_date , so the newest created rows are at the top. If something was created months ago but now qualifies for the view, it may never be seen and thus not trigger the Zap. Here's an example: Let’s say you created 1 row on 2020-12-01 (we'll call this Row A). You then created 200 rows on 2020-12-02 (well call these Rows B). You then created 1 row on 2020-12-03 (we'll call this Row C). Then, on 2020-12-04, you updated all the Rows B to meet the criteria of the view. All of those would trigger the zap. Next, you updated Row A to meet the criteria of the view. This row wouldn't ever trigger the zap because it would be at the bottom of the list (since it was created before Rows B) and so it would be the 201st row. We'd never be notified about it. Finally you updated Row C to qualify for the view. This one would trigger because it would be the first row of the 200 that we'd see. One workaround here is that you can add an additional step to the end of your Zap to update something on the row, so that it's moved out of the view. That way the view will never grow above 200. Airtable is ignoring my date field If you are using Create Record or Update Record actions to update a record with a Date field, Airtable requires that the date/time be in \"ISO\" format. Any other format will be ignored. To update the record with the current time, you can use the Zap Meta Human Now timestamp to send the current time in UTC timezone, in ISO format, to Airtable. (Advanced) Searching for a table by name via Webhook fails If a webhook makes a request to https://api.airtable.com/v0/{appId}/{table name} it does not work with the User-Agent: Zapier header, which we automatically add. It returns a 404 (table not found) error. However, if you use the table ID, or if you remove the User-Agent: Zapier header, it will work. The preferred solution is probably to use the table ID. However, you can also make it work by adding a User-Agent header in the webhook fields, with any value that is not blank , and not Zapier. Summary: If you pass the table name, and if the User-Agent header is Zapier, it will return 404. If either of those two things is false, it works. Table ID & Zapier as User-Agent : 200. Table ID & not Zapier as User-Agent : 200. Table name & not Zapier as User-Agent : 200. Table name & Zapier as User-Agent : 404. ", "error": null, "slug": "airtable", "help_title": "Common Problems with Airtable on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/24178576809613-Important-update-for-SMS-by-Zapier-users", "final_url": "https://help.zapier.com/hc/en-us/articles/24178576809613-Important-update-for-SMS-by-Zapier-users", "title": "Important update for SMS by Zapier users", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Important update for SMS by Zapier users &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Important update for SMS by Zapier users Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We want to keep you informed about a significant change that impacts how you use SMS with Zapier , especially for our users with T-Mobile phone numbers. Here's what you need to know: Carrier Restrictions: T-Mobile has introduced A2P 10DLC non-compliance fines for SMS messages, including prohibited content, effective February 15, 2024. As a result, SMS by Zapier will no longer support numbers associated with T-Mobile carriers February 16, 2024. Affected users will encounter errors when attempting to send an SMS to a T-Mobile phone number. Disabled Zap workflows: Zapier has disabled live Zap workflows that were in violation of T-Mobile’s content policies over the past month and notified affected accounts. Identify and troubleshoot Zap errors: SMS app accounts connected to T-Mobile carriers will no longer work starting Feb 16, 2024. View all of your Zap workflows that use SMS by Zapier . You will receive email alerts for affected Zap workflows that begin to encounter errors. Zap workflows that error 95% or more of the time over the past 7 days are automatically turned off unless you’ve enabled error ratio override in your Zap workflows (only available in Professional, Team, and Company plans ). Zapier will notify you by email when your Zap workflows turn off. On the Zap history page and in the Zap editor , affected Zap runs will display the error message: Numbers from T-Mobile are not supported . Alternative solutions Zapier understands this update might disrupt your workflow. We are exploring options to once again support T-Mobile numbers in the future. As a workaround, we recommend exploring other SMS apps, such as Twilio or WhatsApp Notifications . These services offer robust alternatives for your messaging needs, depending on your specific requirements. You can explore additional SMS apps in the App Directory. If you need more assistance to create continuity for your SMS needs: You can work with a Zapier Expert to explore alternative options. You can post in the Zapier Community to chat with fellow automators. You can reach out to T-Mobile or Twilio with questions, comments, and feedback about their policies. Update as of Wednesday, February 21, 2024: As part of the recent changes to impose carrier restrictions, Zapier was notified that carriers outside of T-Mobile were being blocked inadvertently. We have resolved this issue and you should be able to replay any stopped Zap workflows that were impacted. ", "error": null, "slug": "sms", "help_title": "Important update for SMS by Zapier users"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495956857357-Common-problems-with-Gravity-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495956857357-Common-problems-with-Gravity-Forms-on-Zapier", "title": "Common problems with Gravity Forms on Zapier", "auth_signals": ["oauth", "basic_auth"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Gravity Forms Common problems with Gravity Forms on Zapier Updated August 01, 2024 13:36 I’m not seeing my feeds in Gravity Forms Check your Gravity Forms API logs to see if there are any logs for your feeds. Logs will show: The REST API basic authentication and OAuth tests. Whether you’re connecting to the right one in Zapier. A GET request for each connection attempt. A GET request each time Zapier reads your forms. A POST request when the Zap is turned on and when a feed is created. A DELETE request when your Zap is turned off. A /standard/ hook for new API requests. A /catch/ for legacy API requests. If you don’t see these logs, this is an issue with the REST API setup in WordPress. This may be due to issues with: Basic authentication in WordPress Go to your WordPress Admin Dashboard. Click Tools . Select the Site Health . Test your authorization headers. The security item for the authorization header should say, The authorization header is working as expected. Go back to Tools . Select Site Health for Authentication Headers . If there are any errors, have your Server Host check that the server that hosts your site has CGIPassAuth directive enabled. Read more about WordPress: Basic authentication issues . General authentication issues . HT access . REST API issues . Bad redirection in WordPress Your redirection rules or another WordPress plugin is routing the REST API requests and remove the POST or DELETE from your request. This leaves a default GET request. This can occur when you enter your site URL: Without “www.” if your URL requires it. Or if you enter your site URL with “www.” when it does not require it. WordPress plugins Certain WordPress plugins like WordFence can block the REST API. Try adding https://hooks.zapier.com/ to your safe list in your security settings. You may have to disable these plugins if that doesn't work. CloudFlare If you’re using CloudFlare, contact their support to allowlist your API connections. Some fields are empty but I know they are filled out! This isn't uncommon if you have multiple fields in a form with the same label. Zapier recommends adjusting each label to be unique. As a result, you will need to test your test again and remap the fields in your Zap. Errors in testing or blank test data Gravity Forms has blank sample data to start with so Zapier can recognize all the fields from the form. To t", "text": "Common problems with Gravity Forms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Gravity Forms Common problems with Gravity Forms on Zapier Updated August 01, 2024 13:36 I’m not seeing my feeds in Gravity Forms Check your Gravity Forms API logs to see if there are any logs for your feeds. Logs will show: The REST API basic authentication and OAuth tests. Whether you’re connecting to the right one in Zapier. A GET request for each connection attempt. A GET request each time Zapier reads your forms. A POST request when the Zap is turned on and when a feed is created. A DELETE request when your Zap is turned off. A /standard/ hook for new API requests. A /catch/ for legacy API requests. If you don’t see these logs, this is an issue with the REST API setup in WordPress. This may be due to issues with: Basic authentication in WordPress Go to your WordPress Admin Dashboard. Click Tools . Select the Site Health . Test your authorization headers. The security item for the authorization header should say, The authorization header is working as expected. Go back to Tools . Select Site Health for Authentication Headers . If there are any errors, have your Server Host check that the server that hosts your site has CGIPassAuth directive enabled. Read more about WordPress: Basic authentication issues . General authentication issues . HT access . REST API issues . Bad redirection in WordPress Your redirection rules or another WordPress plugin is routing the REST API requests and remove the POST or DELETE from your request. This leaves a default GET request. This can occur when you enter your site URL: Without “www.” if your URL requires it. Or if you enter your site URL with “www.” when it does not require it. WordPress plugins Certain WordPress plugins like WordFence can block the REST API. Try adding https://hooks.zapier.com/ to your safe list in your security settings. You may have to disable these plugins if that doesn't work. CloudFlare If you’re using CloudFlare, contact their support to allowlist your API connections. Some fields are empty but I know they are filled out! This isn't uncommon if you have multiple fields in a form with the same label. Zapier recommends adjusting each label to be unique. As a result, you will need to test your test again and remap the fields in your Zap. Errors in testing or blank test data Gravity Forms has blank sample data to start with so Zapier can recognize all the fields from the form. To test your Zap with real data, you'll need to do 3 things: Submit the form you have set up yourself, being sure to fill out all fields Go to the test option of the trigger step of your Zap and click the \"Re-test Gravity Forms\" button in the lower left. This will pull new trigger data. Go to test option of the action step of your Zap and select the \"Re-test (action app)\" button. This will create a new test with the new trigger data. You should now see sample data appearing when clicking on the \"Insert Fields\" button. The incorrect email is coming through Using a \"Confirm Email\" plugin can send us an incorrect email result. If you have the right email recorded in Gravity Forms but it's not being sent to Zapier correctly, you'll need to turn off the Confirm Email plugin. My New Form Submission does not include a URL for my uploaded image The full URL for Signature fields is intentionally not sent for security reasons, so there are no plans for these to be made available. Post Image field URLs are available in the latest version of the Gravity Forms Zapier Add-On. I encounter errors in subsequent steps when trying to use the File field/URL from a Gravity Forms trigger Gravity Forms sends a placeholder URL that does not lead to a real file in the sample data (\"http://domain.dev/some_location/file.png\"http://domain.dev/some_location/file.png). Because of that, you will not be able to successfully test steps that require the use of this field (such as \"Upload File\" steps) in the Zap editor. Zapier suggests that you skip testing and turn the Zap on. ", "error": null, "slug": "gravity-forms", "help_title": "Common problems with Gravity Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33679564719117-Airtable-error-API-billing-plan-limit-exceeded", "final_url": "https://help.zapier.com/hc/en-us/articles/33679564719117-Airtable-error-API-billing-plan-limit-exceeded", "title": "Airtable error: API billing plan limit exceeded", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable Airtable error: API billing plan limit exceeded Updated May 29, 2026 18:13 When using the Airtable in your Zap workflows, you see the error message \"API billing plan limit exceeded. You've reached the maximum number of requests allowed for this month. Upgrade for higher limits or wait until usage resets.\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when you’re on a free Airtable plan and have exceeded your API call usage. An API call happens whenever an Airtable Zap step runs. Airtable has a limit of 1,000 API calls per workspace per month. How to fix Upgrade to a paid Airtable plan with a larger API call limit. After your Airtable usage resets or you increase your plan limit, replay the Zap run . This will retry the steps in your affected Zap runs. Alternatively, switch to Zapier Tables , which offers: No monthly maximum API calls. Free usage of Zapier Tables steps in Zap workflows. Up to 5 Tables with 2,500 records on the free Tables plan. Learn more about: Import data into Zapier Tables . Rate limits for Zapier Tables and Zap workflows. Tables plans . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem.", "text": "Airtable error: API billing plan limit exceeded &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Airtable Airtable error: API billing plan limit exceeded Updated May 29, 2026 18:13 When using the Airtable in your Zap workflows, you see the error message \"API billing plan limit exceeded. You've reached the maximum number of requests allowed for this month. Upgrade for higher limits or wait until usage resets.\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when you’re on a free Airtable plan and have exceeded your API call usage. An API call happens whenever an Airtable Zap step runs. Airtable has a limit of 1,000 API calls per workspace per month. How to fix Upgrade to a paid Airtable plan with a larger API call limit. After your Airtable usage resets or you increase your plan limit, replay the Zap run . This will retry the steps in your affected Zap runs. Alternatively, switch to Zapier Tables , which offers: No monthly maximum API calls. Free usage of Zapier Tables steps in Zap workflows. Up to 5 Tables with 2,500 records on the free Tables plan. Learn more about: Import data into Zapier Tables . Rate limits for Zapier Tables and Zap workflows. Tables plans . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "airtable", "help_title": "Airtable error: API billing plan limit exceeded"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495987809933-How-to-get-started-with-Gravity-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495987809933-How-to-get-started-with-Gravity-Forms-on-Zapier", "title": "How to get started with Gravity Forms on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Gravity Forms app on Zapier, you must have: A Gravity Forms Pro or Elite license. The Gravity Forms Zapier add-on downloaded and installed on your WordPress site. An SSL certificate installed and configured on your website. Your website must be accessible to the internet (Zapier needs to reach your site via REST API). A WordPress user account with the gravityforms_edit_forms capability and Read/Write privileges for creating REST API keys. A Gravity Forms REST API v2 key (Consumer Key and Consumer Secret) created in your WordPress admin. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Gravity Forms How to get started with Gravity Forms on Zapier Updated August 10, 2026 10:41 Gravity Forms and Zapier connect to automate form workflows. You can trigger actions when forms are submitted and create new entries in your forms. Prerequisites To use the Gravity Forms app on Zapier, you must have: A Gravity Forms Pro or Elite license. The Gravity Forms Zapier add-on downloaded and installed on your WordPress site. An SSL certificate installed and configured on your website. Your website must be accessible to the internet (Zapier needs to reach your site via REST API). A WordPress user account with the gravityforms_edit_forms capability and Read/Write privileges for creating REST API keys. A Gravity Forms REST API v2 key (Consumer Key and Consumer Secret) created in your WordPress admin. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Gravity Forms instance requires IP allowlisting. Connect Gravity Forms to Zapier To create an app connection to Gravity Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Gravity Forms. Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Site URL : Enter your WordPress site's base URL (e.g., https://yoursite.com). Consumer Key : Enter your Consumer Key from your Gravity Forms REST API settings . You must have Read/Write privileges. Consumer Secret : Enter your Consumer Secret from your Gravity Forms REST API settings . Click Yes, Continue to Gravity Forms . Your Gravity Forms account is now successfully connected to Zapier. About Gravity Forms's app", "text": "How to get started with Gravity Forms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Gravity Forms How to get started with Gravity Forms on Zapier Updated August 10, 2026 10:41 Gravity Forms and Zapier connect to automate form workflows. You can trigger actions when forms are submitted and create new entries in your forms. Prerequisites To use the Gravity Forms app on Zapier, you must have: A Gravity Forms Pro or Elite license. The Gravity Forms Zapier add-on downloaded and installed on your WordPress site. An SSL certificate installed and configured on your website. Your website must be accessible to the internet (Zapier needs to reach your site via REST API). A WordPress user account with the gravityforms_edit_forms capability and Read/Write privileges for creating REST API keys. A Gravity Forms REST API v2 key (Consumer Key and Consumer Secret) created in your WordPress admin. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Gravity Forms instance requires IP allowlisting. Connect Gravity Forms to Zapier To create an app connection to Gravity Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Gravity Forms. Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Site URL : Enter your WordPress site's base URL (e.g., https://yoursite.com). Consumer Key : Enter your Consumer Key from your Gravity Forms REST API settings . You must have Read/Write privileges. Consumer Secret : Enter your Consumer Secret from your Gravity Forms REST API settings . Click Yes, Continue to Gravity Forms . Your Gravity Forms account is now successfully connected to Zapier. About Gravity Forms's app Triggers, searches, and actions Triggers Triggers Form Submission - Triggers when the specified form is submitted (Instant) Searches Searches No search actions available Actions Actions Submit Form - Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds Create Entry - Creates a new form entry Limitations Authorization header must be working properly in WordPress ( can be tested via Tools Site Health ). WordPress plugins like WordFence can block REST API connections and may require adding https://hooks.zapier.com/ to your safe list. CloudFlare users may need to contact CloudFlare support to allowlist API connections. Multiple fields with the same label can cause empty field issues, requiring unique labels for each field. Signature field URLs are intentionally not sent for security reasons and are not available. During testing, File field URLs in sample data are placeholder URLs that show real files. Instead, you can edit the test record to test with a file URL. Websites behind firewalls, using .htpasswd protection, or with restricted access may not work with Zapier. Learn more in troubleshooting the Zapier Add-On . Bad redirection rules in .htaccess files can cause REST API requests to fail. Confirm Email plugins can send incorrect email results and may need to be disabled. Templates View all of Gravity Forms's templates . Use cases 7 Gravity Forms automation ideas How to Send Gravity Forms Responses to Salesforce as Custom Objects Add new Gravity Forms responses to Google Sheets Add new Salesforce leads for new Gravity Forms responses Your guide to form and survey automation Set up an automated system to confirm form submissions Additional Gravity Forms resources Zapier's Gravity Forms integration page Gravity Forms's Help Center Gravity Forms's API documentation ", "error": null, "slug": "gravity-forms", "help_title": "How to get started with Gravity Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496020790925-How-to-get-started-with-Salesforce-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496020790925-How-to-get-started-with-Salesforce-on-Zapier", "title": "How to get started with Salesforce on Zapier", "auth_signals": ["username_password", "premium"], "prerequisites": "Prerequisites To use the Salesforce app on Zapier, you must have: A paid Zapier plan. Salesforce is a premium app on Zapier. A Salesforce account with Sales/Service edition (including Essentials, Professional, Enterprise, Unlimited, or Performance editions). My Domain configured in your Salesforce org ( Custom Domains are not supported). Zapier approved as an External Client App in your Salesforce org. If your organization requires a custom app, follow the Salesforce administrator prerequisites guide. Appropriate user, object, and field permissions in Salesforce for the connecting user. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce How to get started with Salesforce on Zapier Updated August 10, 2026 10:41 Salesforce and Zapier connect to automate your CRM work. You can trigger actions when new leads or contacts are added and create or update records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Salesforce app on Zapier, you must have: A paid Zapier plan. Salesforce is a premium app on Zapier. A Salesforce account with Sales/Service edition (including Essentials, Professional, Enterprise, Unlimited, or Performance editions). My Domain configured in your Salesforce org ( Custom Domains are not supported). Zapier approved as an External Client App in your Salesforce org. If your organization requires a custom app, follow the Salesforce administrator prerequisites guide. Appropriate user, object, and field permissions in Salesforce for the connecting user. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Salesforce instance requires IP allowlisting. Set up a custom Salesforce app for Zapier If your organization requires a custom app for third-party integrations, a Salesforce administrator must create an External Client App for Zapier. New custom apps in Salesforce are created as External Client Apps; Connected Apps can no longer be created through Salesforce Setup. Follow the Salesforce administrator prerequisites guide to complete this setup. Note Previously created Connected Apps continue to work and do not need to be migrated. Connect Salesforce to Zapier To create an app connection to Salesforce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Salesforce . Click Add connection . A new browser tab or window will open. Log into Salesforce to authenticate. Grant Zapier permission to access your account if prompted to. Your Salesforce account is now successfully connected to Zapier. Troubleshoot Salesforce app connection If you select sandbox and your account does not support a sandbox environment, you'll receive the following message \"Please check your username and password. If you still can't log in, contact your Salesforce administrator.\" If you receive the error \" This connection to Salesforce appears to no longer be working\" , you've exceeded the connection app access limit in Sales", "text": "How to get started with Salesforce on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce How to get started with Salesforce on Zapier Updated August 10, 2026 10:41 Salesforce and Zapier connect to automate your CRM work. You can trigger actions when new leads or contacts are added and create or update records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Salesforce app on Zapier, you must have: A paid Zapier plan. Salesforce is a premium app on Zapier. A Salesforce account with Sales/Service edition (including Essentials, Professional, Enterprise, Unlimited, or Performance editions). My Domain configured in your Salesforce org ( Custom Domains are not supported). Zapier approved as an External Client App in your Salesforce org. If your organization requires a custom app, follow the Salesforce administrator prerequisites guide. Appropriate user, object, and field permissions in Salesforce for the connecting user. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Salesforce instance requires IP allowlisting. Set up a custom Salesforce app for Zapier If your organization requires a custom app for third-party integrations, a Salesforce administrator must create an External Client App for Zapier. New custom apps in Salesforce are created as External Client Apps; Connected Apps can no longer be created through Salesforce Setup. Follow the Salesforce administrator prerequisites guide to complete this setup. Note Previously created Connected Apps continue to work and do not need to be migrated. Connect Salesforce to Zapier To create an app connection to Salesforce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Salesforce . Click Add connection . A new browser tab or window will open. Log into Salesforce to authenticate. Grant Zapier permission to access your account if prompted to. Your Salesforce account is now successfully connected to Zapier. Troubleshoot Salesforce app connection If you select sandbox and your account does not support a sandbox environment, you'll receive the following message \"Please check your username and password. If you still can't log in, contact your Salesforce administrator.\" If you receive the error \" This connection to Salesforce appears to no longer be working\" , you've exceeded the connection app access limit in Salesforce . About Salesforce's app Triggers, searches, and actions Triggers New Case Attachment - Triggers when a new Attachment is added to a case. (Polling) New Field History Tracking Event - Triggers when a field is updated on the object specified. It will output the old and new field values. (Polling) New Lead - Triggers when a new Lead is created. (Polling) New Record - Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created. (Polling) Updated Record - Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated. (Polling) New Contact - Triggers when a new Contact is created. (Polling) New or Updated File on Record - Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object. (Polling) New Outbound Message - Triggers when a new outbound message is received in Salesforce. (Instant) Updated Field on Record - Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). (Polling) Searches Find Record - Finds a record of a specified Salesforce object by up to two fields and values you choose. Find Records - Finds records of a specified Salesforce object by a field and value you choose (with line-item support). Get Record Attachments - Gets all notes and attachments for a record. Custom SOQL Query - Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN). Find or Create Record by Query - Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found. Find Child Records - Finds Child Records for a given Parent ID. Find Records by Query - Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Find Record by Query - Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Find or Create Record - Find a record. Optionally create a record if not found. Actions Add File to Record - Adds an existing file to an existing Record. Call Apex REST - Direct pass-through to custom Apex REST endpoints at /service/apexrest/...with miniumal processing. Send exactly what your Apex class expects. Convert Lead to Contact - Adds an existing contact to an existing campaign. Create Child Records (with line item support) - Creates records from line items and sets the parent-child relationship. Create Enhanced Note - Creates a new enhanced note (also known as ContentNote) with optional record attachment. Create Lead - Creates a new lead in Salesforce. Create Record - Creates a new record of a specified Salesforce object. Delete Record - Deletes an existing record of a specified Salesforce object. Update Contact - Updates an existing contact in Salesforce. Update Record - Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Contact to Campaign - Adds an existing contact to an existing campaign. Add Lead to Campaign - Adds an existing lead to an existing campaign. Create Attachment - Creates a new attachment (max 25MB). Create Contact - Creates a new contact. Create File - Creates a new File (max 25MB). Create Note - Creates a new note and links it to a parent record. Create Record (UTC) - Creates a new record of a specified Salesforce object. Dates use the UTC format. Launch Flow - Launch a Salesforce flow with optional input paramters. The flow will execute and return any output values. Run Report - Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings. Send Email - Sends an email using Salesforce Simple Email Actions. Update Lead - Updates an existing lead in Salesforce. Update Record (UTC) - Updates an existing record of a specified Salesforce object. Dates use the UTC format. Limitations Connected app access is limited to 5 access tokens per Salesforce account across all third-party applications. After 5 tokens are generated, older tokens are automatically revoked without notification. API request limits apply with two types of restrictions: concurrent requests within a 20-second period and total API requests within a 24-hour period, which vary by Salesforce edition and license count. The Salesforce integration does not support Marketing Cloud accounts. If no live data is present in your Salesforce account, test record data will be supplied. The Updated field on Record trigger will return the most recently updated record. Test records will not filter based on your selected Salesforce Object in your trigger settings. User, object, and field permissions in Salesforce can prevent triggers and actions from working if the connected user doesn't have the appropriate access level. Custom fields and objects may have delays appearing in the Zap editor dropdown menus after being added in Salesforce. To fix this for triggers: In the Salesforce Object dropdown menu and click Load More . To fix this for actions: Hard refreshing the page ( Shift+F5 on a PC or CMD+Shift+R on a Mac) a couple of times. In the Salesforce dropdown menu, click Load More . Templates View all of Salesforce's templates . Use cases 6 Salesforce automation ideas Salesforce Tutorial How to integrate Salesforce with ChatGPT Additional Salesforce resources Tips and tricks with Salesforce triggers and actions Zapier's Salesforce integration page Salesforce's Help Center Salesforce's API documentation ", "error": null, "slug": "salesforce", "help_title": "How to get started with Salesforce on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496020846605-Tips-and-tricks-with-Salesforce-triggers-and-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/8496020846605-Tips-and-tricks-with-Salesforce-triggers-and-actions", "title": "Tips and tricks with Salesforce triggers and actions", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "", "text": "Tips and tricks with Salesforce triggers and actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce Tips and tricks with Salesforce triggers and actions Updated May 29, 2026 18:14 Set a field to null If you are using the Update Record or Update Record (UTC) actions in your Zap workflows, you can set a field to null by entering {{zap_clear_value}} into the relevant field. Use the New Outbound Message trigger with Workflow Rules Note Salesforce Workflow Rules will be retired and replaced with Salesforce Flow. There is no set date for this change yet. Learn more about upcoming changes to Workflow Rules . You can use the New Outbound Message trigger with Flow instead. The New Outbound Message trigger uses Salesforce workflows and Workflow Rules , which allow you to set the filtering criteria for when the Zap should trigger directly from Salesforce. Note To use this trigger, your Salesforce account must support Workflow Rules. To setup this trigger, please follow these steps: Create a Zap using Salesforce’s New Outbound Message trigger. This will automatically generate a webhook URL you can use when setting up the Salesforce workflow for this trigger. In Salesforce, create a new workflow rule which matches the set of conditions that will trigger the Outbound Message to be sent out. This is the set of conditions that will trigger your Zap and save the workflow. In the example below, the workflow will trigger when a lead’s status is set or updated to Closed - Converted. Add an Immediate Workflow Action by selecting New Outbound Message from the Add Workflow Action dropdown. This will bring you to the Configure Outbound Message page. Enter the Webhook URL from your Zap's Trigger field in the Endpoint URL field. Then, select the fields you want sent to your Zap. These will be the fields available to you when mapping fields to actions in your Zap. Click Save . Confirm your Outbound Message was added to Immediate Workflow Actions by clicking Done . Lastly, activate the workflow by clicking Activate . A check should appear next to the Active field. Your Zap will not work if the associated workflow isn’t activated. Learn more about creating Outbound Messages in Salesforce . After you complete these steps, you can return to setting up your Zap. When your workflow’s criteria is met, your Zap will trigger. Use the New Outbound Message trigger with Flow You can use the New Outbound Message trigger with Salesforce Flow instead of Salesforce Workflow Rules. Create a Zap using Salesforce’s New Outbound Message trigger. This will automatically generate a webhook URL you can use when setting up the Salesforce workflow for this trigger. In Salesforce, create a new Outbound Message and fill out all required fields. The webhook URL from Zapier will be the endpoint URL for the Outbound Message. Select all fields you want to send to your Zap. These will be the fields available to you when mapping fields to actions in your Zap. Then, click Save . Create a new Record-Triggered Flow . Configure the Flow Start with the conditions for when an outbound message should be sent. In the following example, the Flow will run when there is a new lead created or updated with the lead status “Closed - Converted”. Add an element to this Flow and select Action to add the Outbound Message action. Search for the Outbound Message created in step 1 and fill out the necessary fields in Salesforce. Save your Flow, then click Activate . Your Zap will not work if the associated Flow isn’t activated. After you complete these steps, you can return to setting up your Zap. When ther workflow’s criteria is met, your Zap will trigger. Use the Find Object by Query Search Tips for building a SOQL WHERE clause for your search: Confirm all fields included in your query have appropriate field accessibility and aren’t hidden. Fields names don’t have to be wrapped with quotation marks. Field values should usually be inside single quotation marks (e.g. 'John Doe'). Avoid using double quotation marks ( \" ). WHERE clause examples: Name = 'John Doe' AND Status = 'Active' CreatedDate > 2011-04-26T10:00:00:08:00 Name LIKE 'A%' Update an object with another object To update an object with another object, you'll need to use the Update Record action. When customizing your action step, select your Salesforce Object along with Record to Update. Note If you're going to dynamically update either or both of these fields each time the Zap runs, you'll need to use a custom value . If you can't find a field that exists within your object, try using the Create Object action instead. You can also view or modify your objects and relationships within Salesforce by using the Schema Builder . Select more than one value from the dropdown field If you have a multi-select pick list field in Salesforce then you can select multiple items by using semicolon character ; between them. Alternatively if you're passing data from a previous step, you can use Formatter to create a string with ; as the separator. Create a link to your Salesforce objects If you're trying to create a direct link to a specific record, you must include your prefix from your Salesforce domain to the respective object ID. ", "error": null, "slug": "salesforce", "help_title": "Tips and tricks with Salesforce triggers and actions"}
{"url": "https://help.zapier.com/hc/en-us/articles/44572745697421-Salesforce-administrator-prerequisites-for-Zapier-connection", "final_url": "https://help.zapier.com/hc/en-us/articles/44572745697421-Salesforce-administrator-prerequisites-for-Zapier-connection", "title": "Salesforce administrator prerequisites for Zapier connection", "auth_signals": ["oauth"], "prerequisites": "prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at Zap", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce Salesforce administrator prerequisites for Zapier connection Updated August 07, 2026 09:25 This guide is for Salesforce administrators. If your organization requires a custom app for Zapier, you must create an External Client App and share the credentials with your team before they can connect Salesforce to Zapier . As of the Salesforce Spring '26 release, External Client Apps replace Connected Apps for new setups. Existing Connected Apps are unaffected and continue to work. The OAuth scope and refresh token requirements in this guide apply to both External Client Apps and Connected Apps. Prerequisites Before you create the External Client App, confirm you have: Administrator permissions in your Salesforce org. Access to Salesforce Setup. My Domain configured in your org. 1. Create an External Client App In Salesforce, click the gear icon and select Setup . In the Quick Find box, search for External Client App Manager . Click Create New External Client App . Enter the following basic information: External Client App Name: A name for the app (for example, Zapier ). Contact Email: Your admin email address. Distribution State: Select Local . Scroll down to the API (Enable OAuth Settings) section and select the Enable OAuth checkbox. In the Callback URL field, enter: https://zapier.com/dashboard/auth/oauth/return/SalesforceCLIAPI/ Under Selected OAuth Scopes , add all four of the following scopes. Zapier's authorization request includes every one of them, and Salesforce rejects the connection with an invalid_scope error if any one of them is missing. Access the identity URL service (id) Manage user data via APIs (api) Perform requests at any time (refresh_token, offline_access) Full access (full) Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows . Click Create . Note Full access (full) is required and cannot be omitted. It does not grant Zapier more access than the connecting user already has: their Salesforce profile and permission sets still control which records and fields Zapier can reach. If Full access (full) is not enabled on the app, the connection cannot be authorized at all. 2. Configure the refresh token policy Configure the refresh token policy so connections remain active. In Setup, go to External Client App Manager . Open the app you created. Click the Policies tab, then cli", "text": "Salesforce administrator prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce Salesforce administrator prerequisites for Zapier connection Updated August 07, 2026 09:25 This guide is for Salesforce administrators. If your organization requires a custom app for Zapier, you must create an External Client App and share the credentials with your team before they can connect Salesforce to Zapier . As of the Salesforce Spring '26 release, External Client Apps replace Connected Apps for new setups. Existing Connected Apps are unaffected and continue to work. The OAuth scope and refresh token requirements in this guide apply to both External Client Apps and Connected Apps. Prerequisites Before you create the External Client App, confirm you have: Administrator permissions in your Salesforce org. Access to Salesforce Setup. My Domain configured in your org. 1. Create an External Client App In Salesforce, click the gear icon and select Setup . In the Quick Find box, search for External Client App Manager . Click Create New External Client App . Enter the following basic information: External Client App Name: A name for the app (for example, Zapier ). Contact Email: Your admin email address. Distribution State: Select Local . Scroll down to the API (Enable OAuth Settings) section and select the Enable OAuth checkbox. In the Callback URL field, enter: https://zapier.com/dashboard/auth/oauth/return/SalesforceCLIAPI/ Under Selected OAuth Scopes , add all four of the following scopes. Zapier's authorization request includes every one of them, and Salesforce rejects the connection with an invalid_scope error if any one of them is missing. Access the identity URL service (id) Manage user data via APIs (api) Perform requests at any time (refresh_token, offline_access) Full access (full) Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows . Click Create . Note Full access (full) is required and cannot be omitted. It does not grant Zapier more access than the connecting user already has: their Salesforce profile and permission sets still control which records and fields Zapier can reach. If Full access (full) is not enabled on the app, the connection cannot be authorized at all. 2. Configure the refresh token policy Configure the refresh token policy so connections remain active. In Setup, go to External Client App Manager . Open the app you created. Click the Policies tab, then click Edit . Under Refresh Token Policy , select Refresh token is valid until revoked . Leave Refresh Token Rotation disabled. Click Save . Note Zapier stores a single refresh token for each connection and cannot save a replacement. If you enable Refresh Token Rotation , Salesforce issues a new token that Zapier cannot store, and the connection stops working at a later refresh, long after setup. To limit how long a refresh token stays valid, use Refresh Token Validity instead. Each expiry requires the connecting user to sign in again. 3. Share credentials with your team On the app's Settings tab, open the OAuth Settings section and retrieve: Consumer Key Consumer Secret Provide these credentials to the members of your organization who need to connect Salesforce to Zapier . ", "error": null, "slug": "salesforce", "help_title": "Salesforce administrator prerequisites for Zapier connection"}
{"url": "https://help.zapier.com/hc/en-us/articles/30546219263245-Salesforce-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/30546219263245-Salesforce-error-Nothing-could-be-found-for-the-search", "title": "Salesforce error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Salesforce error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce Salesforce error: Nothing could be found for the search Updated May 29, 2026 18:14 When using a Salesforce search action in your Zap workflows, you get the error message “Nothing could be found for the search.” You’ll see this error in the details of a Zap run in your Zap’s history. Causes This happens when: The object you are searching for does not exist in Salesforce or another Zap that should've created it has not created it yet. The search criteria for an object does not match the corresponding data in Salesforce. You have selected the wrong Salesforce Object. The mapped field in the Search Value field contains data in a format different from that in Salesforce. The mapped field from the previous step is blank. Salesforce requires a value in the Search Value field to search. How to fix To fix it: Check in Salesforce that the object you are searching for exists. If the search action supports creating an object if one is not found: Go to your Salesforce search action. In the Configure tab, select the Create if Salesforce record if it doesn’t exist yet? Checkbox. Complete any fields you need for a new record. If your search action does not support creating an object if one is not found, you can instead add branching logic with paths to your Zap . Create one path that continues if an object is found, then proceeds through the rest of your Zap steps. Create a second path that continues if an object is not found. Then, add a create step to create your object. Finally, copy and paste the rest of your Zap steps. If your object is created by another Zap that runs after your affected Zap, add a delay step prior to your Salesforce search action. This will prevent your Zap from running until the object is created. Review your Salesforce search action. Ensure the object type you selected to search by is correct and matches the corresponding data in Salesforce. Review the mapped field you are using in your search field. You may need to map a different field that has values that match object IDs in Salesforce. If the field you mapped from a previous step does not always send a value, replace it with a field that consistently does. If you cannot change the current mapped field: Add a step to set a default value as a fallback whenever your mapped field has no data. Add conditional logic using a filter or branching logic with paths before your search step. This will allow you to define what the Zap should do if the mapped field receives no data from the previous step. (Optional) You can format data in your mapped field using Formatter by Zapier to match what Salesforce expects. Learn more about: Getting started with Formatter. Split text fields Modify text formats Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "salesforce", "help_title": "Salesforce error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496037541005-Common-Problems-with-Salesforce-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496037541005-Common-Problems-with-Salesforce-on-Zapier", "title": "Common Problems with Salesforce on Zapier", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce Common Problems with Salesforce on Zapier Updated May 29, 2026 18:14 My Zap keeps assigning a record or object to the same owner Check your Salesforce account to see: If there is a workflow rule/auto-assignment rule that's overriding your Zap settings. If your Salesforce Profile has Transfer Record enabled. Transfer Record allows you to change the owner of most records. You may need a Salesforce Systems Administrator to help adjust your profile settings . If you have the correct permissions to set the ownerId field. Read more on the limitations of setting the ownerId field . Connected app access limits to Salesforce Salesforce allows a user to have 5 access tokens authorized to one Salesforce account to all third-party applications, including Zapier. After those 5 access tokens are generated, older tokens are automatically revoked without notification. This does not mean you're limited to only having five total Zap workflows using the Salesforce integration, just number of Connected App Access across all the third-party apps you use. You can manage your connected apps access to directly in Salesforce and view your Zapier account connections which are called \"Zapier CLI App\". What Salesforce account types and editions are supported on Zapier? We support Sales/Support Accounts and any edition (including Essentials). Unfortunately, we don’t support Marketing Cloud accounts. Custom domains Unfortunately at this time Salesforce accounts using Custom Domains aren’t able to connect up to Zapier. We do support My Domains . How search", "text": "Common Problems with Salesforce on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesforce Common Problems with Salesforce on Zapier Updated May 29, 2026 18:14 My Zap keeps assigning a record or object to the same owner Check your Salesforce account to see: If there is a workflow rule/auto-assignment rule that's overriding your Zap settings. If your Salesforce Profile has Transfer Record enabled. Transfer Record allows you to change the owner of most records. You may need a Salesforce Systems Administrator to help adjust your profile settings . If you have the correct permissions to set the ownerId field. Read more on the limitations of setting the ownerId field . Connected app access limits to Salesforce Salesforce allows a user to have 5 access tokens authorized to one Salesforce account to all third-party applications, including Zapier. After those 5 access tokens are generated, older tokens are automatically revoked without notification. This does not mean you're limited to only having five total Zap workflows using the Salesforce integration, just number of Connected App Access across all the third-party apps you use. You can manage your connected apps access to directly in Salesforce and view your Zapier account connections which are called \"Zapier CLI App\". What Salesforce account types and editions are supported on Zapier? We support Sales/Support Accounts and any edition (including Essentials). Unfortunately, we don’t support Marketing Cloud accounts. Custom domains Unfortunately at this time Salesforce accounts using Custom Domains aren’t able to connect up to Zapier. We do support My Domains . How search actions work Salesforce search actions return the most recently created record that meets the search criteria, even if there are multiple records that match. Custom fields/objects not loading Sometimes when you add custom fields or objects in Salesforce, there is a delay between when they will appear in the Zap editor. To fix this with a trigger you can scroll to the bottom of the Salesforce Object menu and select to reload and bring in new choices. If you are dealing with actions, here's a couple steps that may help: Hard refreshing the page (Shift+F5 on a PC or CMD+Shift+R on a Mac) a couple times Click ‘Refresh fields’ at the bottom of the Zap step Copy that Zap and edit the copied version to see if the fields appear Recreate the Zap from scratch Wait a while longer, sometimes it takes a little while for the cache to refresh with those fields Error: \"This connection to Salesforce appears to no longer be working\" If you run into this error this means your Salesforce account has exceeded the 5 connection app access limit . To resolve this, follow these steps: Review your connected apps in Salesforce to make sure you have a token that you can use with Zapier. Connect/reconnect your Salesforce account either within the Zap Editor or on your My Apps . Error: \"TotalRequests Limit exceeded\" This error means the number of times Zapier is allowed to ask Salesforce for data has been exceeded for your connected account, as there are Salesforce API Request Limits . There are 2 ways Salesforce limits requests to their API:1. Requests within a 20-second period (called \"concurrent\" requests)2. Total API requests within a 24-hour period To resolve you have a couple of options: Upgrading to a Salesforce plan with more users and higher request limits will stop this error from occurring. If you have Zap workflows using the Updated Record Triggers, you can consider using the Updated Field on Record Trigger to scope down the number of updates your Zap triggers on. If you have Zap workflows using New/Updated Record Triggers, you can consider creating a Salesforce outbound message workflow and switching the Trigger to “New Outbound message” . Error: “DUPLICATE_VALUE” If you see this error, there may be a \"Duplicate Rule\" in place on your Salesforce account preventing Zapier from creating the record. Here is an example of a \"Duplicate Rule\" for Account objects: If the Actions are set to 'Alert', the rule will block these \"fuzzy duplicates\" from getting created and throw the \"DUPLICATE_VALUE\" error). Unchecking the 'Alert' box will allow the \"duplicate\" to be created. Salesforce's help docs cover more details on duplicate rules for standard objects and how to customize a duplicate rule. Timeout errors This is a somewhat common class of errors for Salesforce, which might manifest itself when working inside the Zap Editor or when receiving automated alert emails. Timeout errors indicate that Zapier's request to Salesforce took too long to get an answer. Timeout errors can be caused by any number of things: Lots of data in your Salesforce Account, specifically of the type you're trying to access. (think: enterprise level) Your object contains many computed fields Ephemeral outages or Salesforce API issues. Check our API Status Board for possible issues. Most of the time these errors are transient and you need to wait. If the error happened on a trigger for a Zap that is turned on (ie. Salesforce as a trigger), you can safely ignore it (we will automatically recover this scenario). If the error occurred on the action step for a Zap that is turned on, you can attempt to replay failed Tasks within our Task History interface. Error: “OAUTH_APP_BLOCKED\" A Salesforce admin for your organization has blocked the Zapier integration from your account. To unblock, an admin will need to do the following: For Connected Apps: Navigate to Setup > Manage Apps > Connected Apps OAuth Usage. Look for the Zapier Connected App. If the Action button for the Zapier app says Unblock , then this Connected App has been blocked. To unblock Zapier, click the Unblock button. Review the dialog box that appears and click OK . For External Client Apps: Navigate to Setup > External Client App Manager. Open the Zapier External Client App. Check the Policies tab to verify the app is allowed for your users. Error: \"we’re having trouble loading ‘Object’ data\" If you run into this error, this means we couldn't find new objects with the name or that we're currently not able to use this object type. You can report this to support. Error: INVALID_FIELD\" Double check what type of field you're trying to update. It could be encrypted and isn’t able to be unencrypted. Salesforce has this help on how a Salesforce admin can unencrypt these fields . Error: \"INVALID_FIELD_FOR_INSERT_UPDATE\" This usually means that a Salesforce admin has restricted updates or insertions on that particular field(s) listed in the error message. You’ll need to contact your Salesforce admin to get the necessary permissions for the action. Error: FIELD_CUSTOM_VALIDATION_EXCEPTION\" Double check if one of the fields/objects has a custom validation rule . You would need to check that rule and ensure that the record we are creating through the Zap adheres to that rule. My Updated Field on Record trigger returns a sample that doesn't match the settings I selected When looking for a sample, the Updated Field on Record trigger will bring the most recently updated record, even if it doesn't match the value selected in the Field Updated To field. This is expected behavior, but it doesn't affect the Zap when it runs. It will only trigger for the specific value selected for that field. Create Lead action doesn’t respect the selected lead owner This may be due to settings in your Lead Assignment Rules . Create or edit a lead assignment rule for new leads. Under Step 3: Select the user or queue to assign the Lead to , select the Do Not Reassign Owner checkbox to enable it . Save the rule. ", "error": null, "slug": "salesforce", "help_title": "Common Problems with Salesforce on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496292952973-Trigger-Zap-workflows-from-new-parsed-emails", "final_url": "https://help.zapier.com/hc/en-us/articles/8496292952973-Trigger-Zap-workflows-from-new-parsed-emails", "title": "Trigger Zap workflows from new parsed emails", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "Trigger Zap workflows from new parsed emails &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Trigger Zap workflows from new parsed emails Updated May 29, 2026 18:18 Note Email Parser by Zapier allows you to send emails to a custom \"@robot.zapier.com\" address and extract any data for use later in a Zap. Before you can trigger from new emails received by this address, you’ll need to set up your mailbox and template . Once you’ve done that, read on to learn how to set up a Zap that runs every time an email is received at your new address. 1. Select your trigger app and action In the Choose App field of the first step of your Zap, search for Email Parser by Zapier and select it. Select New Email for the trigger event Select Continue . 2. Connect your Email Parser account Select Sign in to Email Parser by Zapier . In the popup window, select Authorize to connect your account. Select Continue . 3. Select the mailbox you want to monitor Select a mailbox from the list. Select Continue . Any email sent to the email address of the mailbox you selected will cause this Zap to run. 4. Test your step Select Find Email to tell Zapier to check for any emails in the mailbox. If Zapier finds an email, your test is successful and you can continue. If there are no emails yet in the mailbox, send one to it and re-test this step. Note If an email contains more than one attachment, these will be shown as a zipped file. Once you’ve set your trigger step you can continue by setting up your action . If you only want to run your Zap if certain data is present in the email, consider adding a filter . Once you finish and turn on your Zap, it will run every time a new email is received by the @robot.zapier.com email address you set up. ", "error": null, "slug": "email-parser", "help_title": "Trigger Zap workflows from new parsed emails"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496306000269-Set-up-your-Email-Parser-account-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496306000269-Set-up-your-Email-Parser-account-in-Zapier", "title": "Set up your Email Parser account in Zapier", "auth_signals": ["username_password"], "prerequisites": "", "connect_steps": "", "text": "Set up your Email Parser account in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Set up your Email Parser account in Zapier Updated May 11, 2026 08:47 Email Parser by Zapier allows you to send emails to your custom \"@robot.zapier.com\" address and extract any data. This is a really handy app to use there is data in your emails that you wish to use as a trigger . Or alternatively, if an app you use doesn't have an integration on Zapier, but the data you need to work can be sent to you via email. It works based on templates that you create which teaches the parser how to recognize patterns in your emails. From there, when you send emails to be parsed at your parser email address, you can use this data that has been passed in your Zap setup. Limitations Email Parser only accepts 15 templates. Email Parser uses Central Time (UTC -06:00) It's not possible to change the email address associated with an Email Parser inbox. It will remain the same even if the Zapier account email changes. If an email contains more than one attachment, these will be shown as a zipped file. 1. Sign up for an Email Parser account Go to Email Parser and select Login . Select Login with your Zapier account to use your Zapier account, or use the Email and Password fields if you have an account that was created separately. Tip It's no longer possible to create new Email Parser accounts separately from your Zapier account, but if you created a separate one originally, your login details are still valid. Make sure you're using the login details registered when you first set up your Zapier Email Parser account. The Email Parser Account login is case sensitive. 2. Create a mailbox On the Mailboxes page, select Create mailbox . You’ll now have an @robot.zapier.com email address that you can send emails to. 3. Send an email to your @robot.zapier.com email account Copy the @robot.zapier.com email address. Forward an email that you want to parse to the email address. Once Email Parser receives the email, you’ll see the email in a template. 4. Set up your template In the template, highlight the words or groups of words that you want to show up as data in your Zap. Give each one a label. This will be the label of the field in your Zap. Tip Parsing emails can be tricky. Check out these tips for more accurate parsing . 5. Save and review your template Once you’ve labelled all the data, select Save address and template . Review the template. 6. Tips for improving parsing Try to keep each parsed item on a separate line where possible. If you can't use separate lines, use a non-space delimiter, like the \"|\" character, to help the email parser find the field boundary. Try to keep each parsed data roughly the same (e.g if you have parsed one word and it comes in as two words it might break). If the email has been forwarded that can cause trouble - extra threads below, extra signatures, indented content etc. Try to copy and paste the content into a new email instead or set up auto-forwarding. 7. Optional: Set up auto-forwarding If you always want to parse a certain kind of email you receive, such as every new form submission on your website, you’ll want to set up auto-forwarding for whichever email service you use. Here’s how you do that with Gmail . In order to verify your Email Parser email address to turn on auto-forwarding: Select View emails for the mailbox you want. Open the verification email and click the verification link. Note If auto-forwarding from Microsoft Outlook, you must enable email forwarding . Now that your mailbox is set up, any new email that is sent to it will be parsed. You can find all the emails received by going to your Email Parser mailbox . You can now set up an action to use the information retrieved from Email Parser. ", "error": null, "slug": "email-parser", "help_title": "Set up your Email Parser account in Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495976565005-Common-problems-with-Email-Parser-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495976565005-Common-problems-with-Email-Parser-by-Zapier", "title": "Common problems with Email Parser by Zapier", "auth_signals": ["username_password"], "prerequisites": "", "connect_steps": "", "text": "Common problems with Email Parser by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Common problems with Email Parser by Zapier Updated March 31, 2026 16:21 My emails were parsed incorrectly This can happen from time to time. The email parser is just an algorithm that doesn't possess the sorts of pattern matching that our human brains can do daily. Zapier is always working on better engines that more cleanly parse emails. To fix that: Give feedback on past emails. This will help Zapier improve our parsing algorithm. To do this, from the Parser Dashboard : Click View Emails . Report the email as either: Inaccurate Accurate Create extra templates. This helps to give Zapier more information to parse with. To do this, from the Parser Dashboard : Click View Emails . On your last email, click Edit extra templates . Highlight areas of text you want to be parsed and add a name. Click Save. Once you've highlighted all text, click Save Extra Template . Change the Parser Engine. To do this, from the Parser Dashboard : Next to your mailbox, click the cog icon. In the Parse Engine dropdown menu, select another engine . Enhance parsing accuracy Try to keep each parsed item on a separate line where possible. If separate lines aren't possible, use a non-space delimiter, like the \"|\" character, to separate data fields. This helps the parser identify boundaries. Aim for consistent lengths in your parsed data. For example, if a field expects one word, formatting a word-word entry might lead to errors. Forwarding emails can add clutter. Consider copying and pasting email content into a new message or set up autoforwarding. This helps to avoid extra threads, signatures, or indexation issues. If you're still having trouble, you may want to try using a more robust solution such as https://mailparser.io/ or https://parseur.com/. I can't log in to my Zapier email parser account Your login methods depend on how you set up your account. You may use your Zapier credentials or a separate email and password. Your login is case-sensitive. If you're still experiencing issues, reset your password. What timezone does Email Parser by Zapier use? It reports the time in Central Time (UTC -06:00) My Microsoft Outlook emails aren't forwarded to Email Parser You may have outbound spam filters enabled in your Microsoft Office account that are blocking your emails. To fix this, you will need to disable outbound spam filter policies . ", "error": null, "slug": "email-parser", "help_title": "Common problems with Email Parser by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495982583053-Common-Problems-with-Google-Docs", "final_url": "https://help.zapier.com/hc/en-us/articles/8495982583053-Common-Problems-with-Google-Docs", "title": "Common Problems with Google Docs", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Google Docs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Docs Common Problems with Google Docs Updated July 27, 2023 09:35 My settings in Google Docs are not being respected when using the Create Document actions The Google Docs API does not respect any settings you have configured in the Google Docs app settings in regards to defaults for documents created by Zapier. My template fields aren't appearing in Zapier or they all have generic names This may be due to your template format. Remove any HTML formatting, and check your template field formatting. Remove any HTML formatting If you copy and pasted fields in your template, they may contain HTML formatting. The HTML formatting won't be visible in your Google Doc, but you will need to remove it before using your Doc in Zapier. There are two ways to delete the HTML in your Google Docs template: Manually enter the template field Delete the template field and the text around the template field Manually type in the template field and the text around it. Remove formatting Highlight the template fields. In the top menu, click Format . Select Clear formatting . If you already selected the template in your Zap, click Refresh fields at the bottom of your Google Docs step. This will reload your template and display your template fields. Check your template field formatting To correctly format your template fields in Google Docs: Template fields must be wrapped in double curly braces. Remove any spaces. Remove any special characters like punctuation marks. Example Here’s an example of a properly formatted template field: {{MyTemplateField}} . Learn more about how to create and autopopulate a Google Docs template . My template doesn't appear in the Create Document from Template Action step The Create Document from Template Action will only display templates that you created in Google Docs. It won't display existing templates created by Google Docs. Learn more about each template type . ", "error": null, "slug": "google-docs", "help_title": "Common Problems with Google Docs"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495969213837-Common-problems-with-Trello-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495969213837-Common-problems-with-Trello-on-Zapier", "title": "Common problems with Trello on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common problems with Trello on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Trello Common problems with Trello on Zapier Updated September 01, 2025 14:42 How do I format my Trello cards? To format your Trello cards use Markdown syntax . Not all activities are triggering my Zap If you're using the New Activity or New Comment in Card triggers, you'll need to select a board to monitor. Not selecting a board means that only activities (or comments) that you created will be triggered. With a board selected, all activities and comments will trigger the zap. Clickable URLs For Trello New Card triggers, we provide the clickable URL directly. However, if you use New Activity or you will need to look for Data Card URL or similar. This will vary based on what sort of item triggers the activity. For example, cards vs. comments vs. checklists all generate activity, but have the clickable URL on different labels. New Notification doesn't give you a direct URL, so you will have to build it yourself. Private and Public Boards Zapier supports both private and public Trello boards. Not triggering on New Card when the Zap is looking for new cards on ANY board If you are trying to trigger on new cards across all boards on your Trello account, you will need to be a member on those cards for the Zap to pick them up. Alternatively, you'll need to build a zap for each board you want to trigger new cards off of. Error 429 - Rate limit exceeded In rare cases, Trello actions can run into Trello's API limits, which are 300 calls every 10 seconds. If you see an error like this, if you're able to have fewer items trigger at once that will help. Also, adjusting your zap to use fewer items that result in extra API calls, like due dates and checklist items, can help avoid that error. Error: Invalid Value for Value This error message can happen if you set a custom text value in the Label field. Changing it to a default color from the dropdown should solve the issue. If you want to dynamically set the label, you'll need two extra steps: Find/create label (searching on the label name from a previous step) Add label to card I'm getting an error when trying to move my card to a different list The current \"Move card to a different list\" action only works for moving between lists on the same board. You can't move a card to a different board, but you can create a card on a different board that has the same name and description. My Zap is creating Trello cards on the wrong board This can happen if you have lists with the same names across multiple boards. To solve this, make sure to always reselect both the board name and the list name in the zap editor if you copy a zap. Search is returning the wrong card If Trello is not returning the correct result, try using special operators in your search to look up a card. Can I use fields from Trello Power Ups in a Zap For now, we cannot access Trello Power Up fields in triggers or actions, so that information isn't accessible in a Zap. Not triggering on Card Moved to List when a card is moved from another board When you move a card from one board into another, it's considered a \"New Card\" by Trello. The \"Card Moved To List\" trigger only works when a card is moved from one list to another inside the same Board. I want to find a card in Trello by something other than its name The Find Card action supports advanced search, just like Trello's search bar does. Trello has a helpful guide on advanced search options . ", "error": null, "slug": "trello", "help_title": "Common problems with Trello on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496258419341-Send-text-messages-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496258419341-Send-text-messages-in-Zap-workflows", "title": "Send text messages in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Send text messages in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Send text messages in Zap workflows Updated May 29, 2026 18:18 You can send yourself text messages using SMS by Zapier. Zapier uses Twilio to send text messages. Limitations You can send up to 15 messages per hour. You can only send messages to United States and United Kingdom phone numbers. You can only send messages to confirmed phone numbers . Text messages have a limit of 153 characters. Any additional characters will be truncated. T-Mobile carrier numbers are not supported . Tip You can also send messages using WhatsApp . If you need additional text message features, use one of the many text message apps available on Zapier . Do not send prohibited text messages Your use of SMS by Zapier is subject to Twilio's messaging policy . There are certain topics which cannot be mentioned in SMS by Zapier messages. If you send a text message that contains prohibited content, it will be blocked, and this may result in further action taken under our Terms of Service or Acceptable Use Policy . Text messages cannot contain any reference to: Alcohol Illegal drugs Cannabis or CBD Firearms Gambling Prescription medication Tobacco Adult content Profanity Hate or violence or harassment Sexual or lewd Self-harm Zapier uses OpenAI to assist with filtering text messages before sending them. 1. Select your app and action event In the Zap editor: Click the Action step, or click the plus + icon to add an action to your Zap. Search for and select SMS by Zapier . Click the Event dropdown menu and select Send SMS . Click Continue . 2. Confirm your phone number In the dialog box, enter your phone number in the To Number field. Select the method of confirmation you want to use: If you select SMS , a text message containing a PIN code will be sent to your phone number. If you select Call , you will receive a voice call containing a PIN code. Click Send SMS . In the Confirm PIN field, enter the PIN code you received. Click Yes, Continue . Note Do not include any symbols with your phone number only use digits. For UK numbers, include the country code. 3. Customize your message (Optional) In the From Number field, enter the phone number that you want to receive messages from. In the Message field, enter the message that you want to send. You can include data from previous steps in your message. 4. Test your step Click Test step . If the step is successful, you’ll receive a text message. The phone number your text message comes from will be a local number for the location, either United States or United Kingdom. Once you’ve set up your SMS by Zapier action, you can add another action or finish setting up your Zap. ", "error": null, "slug": "sms", "help_title": "Send text messages in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495967034765-How-to-get-started-with-Google-Docs-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495967034765-How-to-get-started-with-Google-Docs-on-Zapier", "title": "How to get started with Google Docs on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Docs app on Zapier, you must have: A Google account with access to Google Docs. Appropriate permissions to access the Google Docs you want to use in your Zap workflows (view or edit access for documents you do not own).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Docs How to get started with Google Docs on Zapier Updated May 29, 2026 18:13 Google Docs and Zapier connect to automate your document work. You can trigger actions when new documents are created and create new documents from text or templates. Prerequisites To use the Google Docs app on Zapier, you must have: A Google account with access to Google Docs. Appropriate permissions to access the Google Docs you want to use in your Zap workflows (view or edit access for documents you do not own). Connect Google Docs to Zapier To create an app connection to Google Docs on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Docs . Click Add connection . A new browser tab or window will open. Log into Google Docs to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Docs account is now successfully connected to Zapier. About Google Docs's app", "text": "How to get started with Google Docs on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Docs How to get started with Google Docs on Zapier Updated May 29, 2026 18:13 Google Docs and Zapier connect to automate your document work. You can trigger actions when new documents are created and create new documents from text or templates. Prerequisites To use the Google Docs app on Zapier, you must have: A Google account with access to Google Docs. Appropriate permissions to access the Google Docs you want to use in your Zap workflows (view or edit access for documents you do not own). Connect Google Docs to Zapier To create an app connection to Google Docs on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Docs . Click Add connection . A new browser tab or window will open. Log into Google Docs to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Docs account is now successfully connected to Zapier. About Google Docs's app Triggers, searches, and actions Triggers New Document (Polling) - Triggers when a new document is added (inside any folder). New Document in Folder (Polling) - Triggers when a new document is added to a specific folder (but not its subfolders). Searches Get Document Content - Retrieves the full content and metadata of a Google Doc by ID. Find a Document - Search for a specific document by name. Find or Create Document - Finds or creates a specific document. Actions Append Text to Document - Appends text to an existing document. Create Document From Template - Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like How to Get Started with Google Docs on Zapier, , etc. Create Document From Text - Create a new document from text. Also supports limited HTML. Find and Replace Text - Find and replace text in a Google Doc with case sensitivity support. Format Text - Format text in a Google Doc with bold, italic, colors, and other styling options. Insert Image - Insert an image at a specific position in a Google Doc. Insert Text - Insert text at a specific position in a Google Doc. Update Document Properties - Update document properties like background colour, margins, and page settings in a Google Doc. Upload Document - Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits are strictly enforced . Google Docs API has quotas of 60 write requests per minute per user per project and 300 read requests per minute per user per project. When quotas are exceeded, you'll receive a \"429: Too many requests\" HTTP status code response requiring exponential backoff retry strategies . Template fields must be wrapped in double curly braces, remove any spaces, and remove any special characters like punctuation marks for proper recognition. Copy-pasted fields may contain invisible HTML formatting that prevents template fields from appearing correctly in Zapier. Learn more about how to remove invisible HTML formatting . The Create Document from Template action only displays templates you created in Google Docs, not existing Google-provided templates. The Google Docs API does not respect any settings configured in the Google Docs app regarding defaults for documents created by Zapier. Templates View all of Google Docs's templates . Use cases 6 Google Docs automation ideas How to create & autopopulate a Google Docs template How to create Google Docs templates based on form responses Google Workspace automation Additional Google Docs resources Zapier's Google Docs integration page Google Docs's Help Center Google Docs's API documentation ", "error": null, "slug": "google-docs", "help_title": "How to get started with Google Docs on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496246139661-Emails-are-parsed-incorrectly-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496246139661-Emails-are-parsed-incorrectly-in-Zapier", "title": "Emails are parsed incorrectly in Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Emails are parsed incorrectly in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Emails are parsed incorrectly in Zapier Updated May 30, 2023 08:45 Emails parsed with Zapier’s Email Parser may occasionally be parsed incorrectly. This problem can be identified by data from new parsed emails being labeled incorrectly in the Zap. 1. Report the parsed emails as “accurate” or “inaccurate” Log in to your Email Parser account . Click Mailboxes . Select a mailbox . Open an emails. At the bottom of the email, click to report it as inaccurate or accurate . This will help to improve Zapier’s parsing algorithm for future emails. 2. Define extra parser templates It's not possible to update the original template, but you can add new templates to help Zapier learn more about the format of the emails. Log in to your Email Parser account . Click Mailboxes . Select a mailbox . Open an email . At the bottom of the email, click Edit extra template . Set up the template by highlighting and labeling terms. Click Save Extra Template . Every extra template you tag gives Zapier more data to work from. 3. Try different parser engines Log in to your Email Parser account . Click Mailboxes . Click the gear icon to edit the mailbox. Click the Parser Engine dropdown menu and select a different parser engine . Click Save Address and Template . If your emails are still being parsed incorrectly, try these tips for improving parsing . ", "error": null, "slug": "email-parser", "help_title": "Emails are parsed incorrectly in Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42442099551757-Transfer-mailboxes-between-email-parser-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/42442099551757-Transfer-mailboxes-between-email-parser-accounts", "title": "Transfer mailboxes between email parser accounts", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Transfer mailboxes between email parser accounts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Transfer mailboxes between email parser accounts Updated January 06, 2026 12:50 Transferring a mailbox moves ownership and management of a parsed email address to another Email Parser account. Before you begin Upon the transfer's completion (the moment the new owner accepts), access is immediately removed from the original owner's email parser account. All associated Zapier workflows will immediately stop working. The new owner must update the email parser app connection in all assets to re-establishes the connection. 1. Transfer a mailbox (original owner) Sign in to your Email Parser account . Find the mailbox you want to transfer and click the Transfer Mailbox next to it.. In the Recipient Email field, enter the email address of the destination Email Parser account (the new owner). (Optional) In the Message field, add an explanation to the new owner explaining the parser's function and associated workflows. Click Send Transfer Request. A confirmation message will appear, and the mailbox status will change to “ Transfer pending\" . Notify the new owner to log into their Email Parser account to complete the transfer. Any assets associated with this mailbox (original owner) will continue to work until the new owner accepts the transfer. 2. Accept a mailbox transfer (new owner) Sign in to your Email Parser account . On the right side, click View Pending Transfers . The Pending Mailbox Transfers page locate the mailbox and click Accept . Click Accept Transfer to complete the process. The mailbox and all its data will now appear in your account. 3. Post-transfer: Update Zapier workflows Immediately after acceptance, all connected Zapier workflows will break. The new owner must update the app connection to maintain automation. Ensure an app connection exists. Confirm you have a connected Email Parser app connection associated with your new Email Parser account. If you do not, you will need to create a new one. In each of your Zapier workflows, you will need to re-select this new app connection. Next steps After successfully transferring a mailbox: Inform team members about the mailbox location change. Test your parsing rules to ensure they work correctly in the new account. ", "error": null, "slug": "email-parser", "help_title": "Transfer mailboxes between email parser accounts"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495921364237-How-to-get-started-with-Trello-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495921364237-How-to-get-started-with-Trello-on-Zapier", "title": "How to get started with Trello on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Trello app on Zapier, you must have: An active Trello account (free Personal plan or any paid plan). Membership in the Trello boards you want to use with Zapier (some", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Trello How to get started with Trello on Zapier Updated May 29, 2026 18:14 Trello and Zapier connect to automate your work. You can trigger actions when new cards are added and create new cards or move cards between lists. Prerequisites To use the Trello app on Zapier, you must have: An active Trello account (free Personal plan or any paid plan). Membership in the Trello boards you want to use with Zapier (some triggers or actions will not work if you haven't joined the specific board). Connect Trello to Zapier To create an app connection to Trello on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Trello . Click Add connection . A new browser tab or window will open. Log into Trello to authenticate. Grant Zapier permission to access your account if prompted to. Click Yes, Continue to Trello . Your Trello account is now successfully connected to Zapier. About Trello's app", "text": "How to get started with Trello on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Trello How to get started with Trello on Zapier Updated May 29, 2026 18:14 Trello and Zapier connect to automate your work. You can trigger actions when new cards are added and create new cards or move cards between lists. Prerequisites To use the Trello app on Zapier, you must have: An active Trello account (free Personal plan or any paid plan). Membership in the Trello boards you want to use with Zapier (some triggers or actions will not work if you haven't joined the specific board). Connect Trello to Zapier To create an app connection to Trello on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Trello . Click Add connection . A new browser tab or window will open. Log into Trello to authenticate. Grant Zapier permission to access your account if prompted to. Click Yes, Continue to Trello . Your Trello account is now successfully connected to Zapier. About Trello's app Triggers, searches, and actions Triggers New Board (Polling) - Triggers when a new board is added. New Card Archived (Polling) - Triggers when a Card is archived in Trello. New Activity (Instant) - Triggers when there is activity in Trello. Card Due (Polling) - Triggers at a specified time before a card is due. New Checklist (Polling) - Triggers when a new checklist is created in Trello. New Label Added to Card (Instant) - Triggers when a label is added in a Trello card. New Member on Board (Polling) - Triggers when a new member joins a board. New Card (Polling) - Triggers when a new card is added. New Comment in Card (Polling) - Triggers when a Comment is added to a Card in Trello. Card Moved to List (Instant) - Triggers when a Card is moved to a List in Trello. Card Updated (Instant) - Triggers when a Card is updated in Trello. New Label (Polling) - Triggers when a new label is created in Trello. New List (Polling) - Triggers when a new list on a board is added. New Notification (Polling) - Triggers when you get a new notification in Trello. Searches Find Board by ID - Finds a specific board using its ID. This provides direct access to board details for agentic use cases. Find List on a Board - Finds a list on a particular board by name. Find Card by ID - Finds a specific card using its ID. This provides direct access to card details with comments for agentic use cases, without the overhead of attachment processing. Find Checklist by ID - Finds a specific checklist using its ID. This provides direct access to checklist details for agentic use cases. Find Checklist Item by ID - Finds a specific checklist item using its checklist ID and checklist item ID. This provides direct access to checklist item details for agentic use cases. Find List by ID - Finds a specific list using its ID. This provides direct access to list details for agentic use cases. Find Board - Finds a board in your Trello organization by name. Find Card by Custom Query - Search for cards using a custom Trello query string. Find Member - Finds a member in your Trello organization by name. Find or Create List on a Board - Finds or creates a specific board list. Find or Create Board - Finds or creates a specific organization board. Actions Create Checklist Item in Card - Creates a new checklist item in a card. Create Board - Creates a new board. Add Attachment to Card - Adds one or more attachments to a specific card. Move Card to List - Moves a specific card to a list on a specific board. Update Card - Update a card's name, description, due date, or position in list. Add Checklist to Card - Adds a new (or existing) checklist to a card. Create Comment - Writes a new comment on a specific card. Copy Board - Creates a copy of an existing board. Create Label - Adds a new label on a specific board. Remove Label From Card - Removes an existing label from a card. Add Member to Board - Adds a member to a board. Archive Card - Archives a card. Add Label to Card - Adds an existing label to a specific card. Add Members to Card - Adds one or more members to a specific card. Create Card - Adds a new card on a specific board and list. Close Board - Closes a board without permanently deleting it. Limitations API rate limits apply. Trello imposes rate limits of 300 requests per 10 seconds per API key and 100 requests per 10 seconds per token. Exceeding these limits results in Error 429 - Rate limit exceeded. Trello Power-Up fields cannot be accessed in Zapier triggers or actions, so that information isn't available in Zap workflows. The \"Move card to a different list\" action only works for moving between lists on the same board. You cannot move a card to a different board through Zapier. When triggering on new cards across all boards, you must be a member of those cards for Zapier to pick them up. Otherwise, you need to build separate workflow for each board. For New Activity or New Comment in Card triggers, not selecting a specific board means only activities or comments that you created will trigger your workflow. When a card is moved from one board to another, it's considered a \"New Card\" by Trello, not a \"Card Moved To List\" event. The \"Card Moved To List\" trigger only works within the same board. Templates View all of Trello's templates . Use cases 7 ways to automate Trello with Zapier How to create Miro widgets from new Trello cards How to use Trello for time tracking How to create Trello cards from Google Calendar events Additional Trello resources Zapier's Trello integration page Trello's Help Center Trello's API documentation ", "error": null, "slug": "trello", "help_title": "How to get started with Trello on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496003142925-How-to-get-started-with-Jotform-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496003142925-How-to-get-started-with-Jotform-on-Zapier", "title": "How to get started with Jotform on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Jotform app on Zapier, you must have: A Jotform account (free Starter plan or any paid plan). At least one published form in your Jotform account to connect.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jotform How to get started with Jotform on Zapier Updated August 15, 2025 13:21 Jotform and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and create new submissions or assign forms. Prerequisites To use the Jotform app on Zapier, you must have: A Jotform account (free Starter plan or any paid plan). At least one published form in your Jotform account to connect. Connect Jotform to Zapier To create an app connection to Jotform on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jotform . Click Add connection . A Connect an Account page will open in a browser tab or window. You can complete the following optional fields: Account HIPAA Compliant? Do You Use European Datacenters? If you're unsure how to answer, you can find this information in your Jotform account settings. Click Yes, Continue to Jotform. Log into Jotform to authenticate. Grant Zapier permission to access your account if prompted to. Your Jotform account is now successfully connected to Zapier. About Jotform's app", "text": "How to get started with Jotform on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jotform How to get started with Jotform on Zapier Updated August 15, 2025 13:21 Jotform and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and create new submissions or assign forms. Prerequisites To use the Jotform app on Zapier, you must have: A Jotform account (free Starter plan or any paid plan). At least one published form in your Jotform account to connect. Connect Jotform to Zapier To create an app connection to Jotform on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jotform . Click Add connection . A Connect an Account page will open in a browser tab or window. You can complete the following optional fields: Account HIPAA Compliant? Do You Use European Datacenters? If you're unsure how to answer, you can find this information in your Jotform account settings. Click Yes, Continue to Jotform. Log into Jotform to authenticate. Grant Zapier permission to access your account if prompted to. Your Jotform account is now successfully connected to Zapier. About Jotform's app Triggers, searches, and actions Triggers New Submission (Instant) - Triggers when a new submission has been added to a specific. form. New Signed Document (Polling) - Triggers when a signed document is received. Searches No search actions are available for Jotform. Actions Assign Form - Invite assignees to complete your form. Create Submission - Generate a new submission for your form. Assign Prefilled Form - Invite assignees to complete your pre-populated form. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Daily API call limits based on plan type . Free Jotform accounts are limited to 1,000 API requests per day, Bronze accounts to 10,000 requests per day, Silver to 50,000, and Gold to 100,000. These limits reset at midnight EST and can cause integrations to fail when exceeded. For branded accounts (i.e. yourcompanyname.jotform.com) and sub-user accounts, you must use the Jotform Enterprise app instead of this integration. Templates View all of Jotform's templates . Use cases 5 ways to automate Jotform Add new Jotform responses to Excel Connect Jotform to Salesforce and automatically capture leads Save Jotform responses in Google Sheets Your guide to form and survey automation Additional Jotform resources Zapier's Jotform integration page Jotform's Help Center Jotform's API documentation ", "error": null, "slug": "jotform", "help_title": "How to get started with Jotform on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496086266253-Jotform-values-are-missing-or-incorrect", "final_url": "https://help.zapier.com/hc/en-us/articles/8496086266253-Jotform-values-are-missing-or-incorrect", "title": "Jotform values are missing or incorrect", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Jotform values are missing or incorrect &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jotform Jotform values are missing or incorrect Updated September 06, 2023 16:08 There are several settings that can cause your Jotform values to appear incorrect or not appear at all. Please check the following settings: Europe datacenter If you see blank values or values like “N/A” and your Jotform account is not based in the United States, you may need to change your Jotform settings. In Jotform, go to your data settings . Clear the Europe Datacenter field. In Zapier, go to My Apps . Click Add connection . Search for and select Jotform . In the dialog box, select No for the Do you use European datacenters field. HIPAA compliance If your Jotform account has HIPAA compliance enabled, Zapier won’t receive values for any protected fields . If you don’t need HIPAA-compliant forms, you can disable that feature: In Jotform, go to your data settings . Click Disable HIPAA Compliance In Zapier, go to My Apps . Click Add connection . Search for and select Jotform . In the dialog box, select No for the Account HIPAA compliant? field. Form settings If you see long alphanumeric strings instead of your form values, you’ll need to disable the Encrypt Form Data setting. In your form, click Settings . In the left sidebar, click Form settings . In the Encrypt Form Data field, select No . ", "error": null, "slug": "jotform", "help_title": "Jotform values are missing or incorrect"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495914552077-Common-Problems-with-ActiveCampaign", "final_url": "https://help.zapier.com/hc/en-us/articles/8495914552077-Common-Problems-with-ActiveCampaign", "title": "Common Problems with ActiveCampaign", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with ActiveCampaign &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing ActiveCampaign Common Problems with ActiveCampaign Updated March 05, 2026 12:40 ActiveCampaign On-Site Support Right now, Zapier can only be used with ActiveCampaign's hosted version (the one on activecampaign.com). If you are using the on-site (self-installed on your own server) then you will not be able to use Zapier with ActiveCampaign right now. Using multi-select custom fields (e.g., multi-selection list or check boxes) When adding multiple options in a multi-select custom field, use double pipes ( || ) as the delimiter between options. To select both \"Option 1\" and \"Option 2\", fill in the field in the action template with Option 1||Option 2 . When using the New Deal Added or Updated Trigger, I would like to trigger on either new deals or updated deal, not both In order to set up your Zap so that it triggers solely on either new deals or updated deals you will need to add a Filter step. To do this for New Deals only, your filter will need to be set up like this: For Update Deals only, the filter will need to be set up like this: I’m getting an Unexpected Error Occurred in my Task History One possible explanation is that the data that is being sent onto ActiveCampaign looks spammy. Things can that trip this error include: string having exactly 13 characters string not having spaces string with the first character being 5 While these certainly aren't the only rules that might trip this error, you may want to check the data that is going to ActiveCampaign. When using the New Contact Updated or Added, it’s triggering on existing contacts that are already subscribed to that list. If you are only expecting to trigger from new subscribers, what you will need to do here is add a Filter step to your Zap so that only new subscribers will Trigger. ", "error": null, "slug": "activecampaign", "help_title": "Common Problems with ActiveCampaign"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495914434573-How-to-get-started-with-ActiveCampaign-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495914434573-How-to-get-started-with-ActiveCampaign-on-Zapier", "title": "How to get started with ActiveCampaign on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the ActiveCampaign app on Zapier, you must have: A paid ActiveCampaign plan. If user permissions are enabled in your ActiveCampaign account, make sure you have the necessary access to specific features like Lists and Campaigns. If not, contact your ActiveCampaign administrator.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing ActiveCampaign How to get started with ActiveCampaign on Zapier Updated August 12, 2025 13:31 ActiveCampaign and Zapier work together to automate your marketing and sales. You can use triggers like new contacts or updated deals to automatically add contacts to automations, manage tags, or create deals. Prerequisites To use the ActiveCampaign app on Zapier, you must have: A paid ActiveCampaign plan. If user permissions are enabled in your ActiveCampaign account, make sure you have the necessary access to specific features like Lists and Campaigns. If not, contact your ActiveCampaign administrator. Connect ActiveCampaign to Zapier Find your ActiveCampaign credentials To find your API URL and Key, refer to ActiveCampaign's instructions . Connect to ActiveCampaign on Zapier To create an app connection to ActiveCampaign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ActiveCampaign . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API URL : Enter your API URL . API Key : Enter your API Key . Click Yes, Continue to ActiveCampaign . Your ActiveCampaign account is now successfully connected to Zapier. About ActiveCampaign's app", "text": "How to get started with ActiveCampaign on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing ActiveCampaign How to get started with ActiveCampaign on Zapier Updated August 12, 2025 13:31 ActiveCampaign and Zapier work together to automate your marketing and sales. You can use triggers like new contacts or updated deals to automatically add contacts to automations, manage tags, or create deals. Prerequisites To use the ActiveCampaign app on Zapier, you must have: A paid ActiveCampaign plan. If user permissions are enabled in your ActiveCampaign account, make sure you have the necessary access to specific features like Lists and Campaigns. If not, contact your ActiveCampaign administrator. Connect ActiveCampaign to Zapier Find your ActiveCampaign credentials To find your API URL and Key, refer to ActiveCampaign's instructions . Connect to ActiveCampaign on Zapier To create an app connection to ActiveCampaign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ActiveCampaign . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API URL : Enter your API URL . API Key : Enter your API Key . Click Yes, Continue to ActiveCampaign . Your ActiveCampaign account is now successfully connected to Zapier. About ActiveCampaign's app Triggers, searches, and actions Triggers New or Updated Custom Object Record - Triggers when a Custom Object record is created or updated. Deal Task Completed - Triggers when a deal task has been completed. New Automation Webhook - Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new \"Webhook\" action. New Campaign Link Click - Triggers when a contact clicks a link in a campaign message (will only run once for each unique link). New Campaign Starts Sending - Triggers when a new campaign starts sending. New Contact Note - Triggers when a new contact note is added. New Deal Note - Triggers when a new deal note is created. New Deal Added or Updated - Triggers when a new deal is created or existing deal is updated. Contact Added to List - Triggers whenever a contact is added to a list. New or Updated Contact - Triggers when a new contact is created or an existing contact's details are updated. Custom Object Record Deleted - Triggers when a custom object record is deleted in ActiveCampaign. New or Updated Account - Triggers when a new account is added or an existing account's details are updated. New Campaign Bounce - Triggers when a contact email address bounces from a sent campaign. New Campaign Open - Triggers when a contact opens a campaign (will trigger once per contact per campaign). New Campaign Unsubscribe - Triggers when a contact unsubscribes as a result of a campaign email sent to them. New Contact Task - Triggers when a new contact task is created. New Deal Task - Triggers when a new deal task is created. New Contact - Triggers when a new contact is created. Updated Contact - Triggers when an existing contact details are updated. Tag Added or Removed From Contact - Triggers when a Tag is added or removed from a Contact. Searches Find Contact - Finds a contact by email address, ID, or phone. Find Deal - Finds an existing deal by title or email. Find Deal Task - Finds a deal task. Find Account - Finds account by name. Find Contact Task - Finds a contact task. Find Deal Owner - Looks for a Deal and if found, returns the User that owns the Deal. Find User - Finds a user by email address. Actions Create Account - Creates a new account. Create or Update Account - Creates a new account or updates an existing account. Create Deal (Deprecated) - Creates a new deal. Remove Contact From Automation - The contact will be removed from this active automation. Add Contact to Account - Adds a contact to an ActiveCampaign account. Add/Remove Tag From Contact - Add or remove a tag from a Contact. Create or Update a Custom Object Record - Creates a new custom object record or update an existing record. Create Deal - Creates a new deal. Create or Update Deal Task - Creates or updates a deal task. Subscribe or Unsubscribe Contact From List - Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Update Account - Updates an account. Create or Update Contact - Creates a new contact, or updates an existing contact. Add Existing Contact to Automation - Adds an existing contact into any automation. Create Campaign - Creates and sends a new campaign. Add Contact Note - Adds new contact note. Create or Update Contact Task - Creates or updates a contact task. Add Secondary Contact to Deal - With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role. Add Note to Deal - Adds a note to a deal. Update Deal - Updates an existing deal. Create Tracked Event - Creates a custom website or application event. Limitations ActiveCampaign has a API rate limit of 5 requests per second per account. Both the New Deal Added or Updated and New Contact Added or Updated triggers run when a deal or contact is either newly created or updated. To specify when your automation runs, add a filter step to your workflow. Templates View all of ActiveCampaign's templates . Use cases 4 popular ways to use Zapier's ActiveCampaign integration How to add or update ActiveCampaign contacts for new WooCommerce orders How StayDigital uses Zapier to track events in ActiveCampaign without a developer Additional ActiveCampaign resources Zapier's ActiveCampaign integration page ActiveCampaign's Help Center ActiveCampaign's API docs ", "error": null, "slug": "activecampaign", "help_title": "How to get started with ActiveCampaign on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/34343385573005-Important-notice-OpenAI-migrating-to-ChatGPT-OpenAI", "final_url": "https://help.zapier.com/hc/en-us/articles/34343385573005-Important-notice-OpenAI-migrating-to-ChatGPT-OpenAI", "title": "Important notice: OpenAI migrating to ChatGPT (OpenAI)", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Important notice: OpenAI migrating to ChatGPT (OpenAI) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Important notice: OpenAI migrating to ChatGPT (OpenAI) Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier has an important update regarding Zapier’s OpenAI and ChatGPT integrations. To simplify and improve the user experience, we will be combining both apps into one called ChatGPT (OpenAI). Why is this change happening? As part of Zapier’s commitment to continuously improving powerful AI automation tools, our customers have highlighted that the distinction between both apps has been confusing. By combining the two, we can add new features and enhance stability to help you get even more done! Key changes App renaming: The ChatGPT app will be renamed ChatGPT (OpenAI) on February 20, 2025. App migration: We will migrate the OpenAI app to ChatGPT (OpenAI) app in Zapier. This migration will occur between February 20-28, 2025. Actions updates : Most actions will be automatically updated to the latest ChatGPT (OpenAI) version. Some actions will be migrated as “legacy.” Legacy actions will continue to work, but support for them will be phased out over time. Action updates We’re updating some actions between February 20-28, 2025. Zap workflows using these actions will automatically switch to the latest ChatGPT (OpenAI) actions: Send Prompt Create Transcription Generate Image with DALL·E 2 Generate Image with DALL·E 3 Search Embeddings API Request Custom Actions No action is required from you if your Zap workflows contain any of these actions. Legacy actions This is the full list of legacy actions along with the latest and equivalent actions you can use with ChatGPT (OpenAI). **OpenAI legacy action** **ChatGPT (OpenAI) latest action** Analyze Text Sentiment Analyze Text Sentiment Create Translation Create Translation Check Moderation Check Moderation Classify Text Classify Text Convert Text to Speech Convert Text to Speech Summarize Text Summarize Text You can continue to use these legacy actions within your Zap workflows, however support for them will gradually phased out over time. It’s important to note there is no specific end-of-life date. If you have any issues while using a legacy action, you will need to update your Zap to use the latest actions is the best way to resolve them. Zapier strongly recommends updating your Zap workflows to use the latest actions ChatGPT (OpenAI). This ensures you benefit from the latest features, bug fixes, and overall performance. Learn more about how to use ChatGPT (OpenAI) How to get started with ChatGPT (OpenAI) Advanced fields for ChatGPT (OpenAI) View the full list of actions available with ChatGPT (OpenAI) . ", "error": null, "slug": "chatgpt", "help_title": "Important notice: OpenAI migrating to ChatGPT (OpenAI)"}
{"url": "https://help.zapier.com/hc/en-us/articles/44865998484365-Important-update-ChatGPT-users-OpenAI-Assistants-API-deprecation", "final_url": "https://help.zapier.com/hc/en-us/articles/44865998484365-Important-update-ChatGPT-users-OpenAI-Assistants-API-deprecation", "title": "Important update: ChatGPT users – OpenAI Assistants API deprecation", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Important update: ChatGPT users – OpenAI Assistants API deprecation &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2026 Important update: ChatGPT users – OpenAI Assistants API deprecation Updated July 20, 2026 13:41 OpenAI is deprecating the Assistants API . Zapier has deprecated all ChatGPT (OpenAI) actions that use it. On August 26, 2026, Zaps using these actions will stop working. If your Zaps use any of the affected actions, review or update them before that date. What's changing The following ChatGPT (OpenAI) actions are deprecated and hidden in the Zap editor: Actions: Conversation With Assistant (Legacy) Create Assistant Upload File (when used with assistants) Searches: Find Assistant Find or Create Assistant Dropdowns used in the actions above: List Assistants List Assistant Files These actions are no longer available when creating new Zaps. Existing Zaps that use them will continue to run until August 26, 2026, after which they will stop working. What Zapier is doing Zapier will automatically migrate Zaps that use Conversation With Assistant (Legacy) to the new Conversation action (powered by the OpenAI Responses API). This automatic migration applies only to Zaps that use Conversation With Assistant (Legacy). Migrated Zaps are left turned off so you can review them first. For each migrated Zap, confirm the Conversation action is configured correctly, remap fields in later steps if needed, then turn the Zap back on. Note Other deprecated actions (Create Assistant, Find Assistant, Upload File, etc.) will not be automatically migrated. You must manually update Zaps that use these actions before August 26, 2026. Find your affected Zaps Go to your Zaps . In the search or filter, select ChatGPT . Open each Zap and check if any action matches the deprecated actions listed above. What to do next What you need to do depends on the action: Conversation With Assistant (Legacy): No manual replacement needed. Zapier migrates these Zaps to the Conversation action automatically (refer to What Zapier is doing ). Review each migrated Zap and turn it back on. Create Assistant, Upload File, Find Assistant, Find or Create Assistant: These have no direct replacement. Rebuild the workflow using current ChatGPT (OpenAI) actions, or redesign it. Recommended actions Use Conversation for back-and-forth conversations with memory, file search, web search, and MCP tool support. Use Send Prompt for simple, one-off prompts that do not need memory. After rebuilding, remap fields in later steps if needed, then test and publish your Zap. Learn more about choosing the right ChatGPT (OpenAI) action to send messages . Additional resources OpenAI's deprecation and migration information How to get started with ChatGPT (OpenAI) on Zapier ", "error": null, "slug": "chatgpt", "help_title": "Important update: ChatGPT users – OpenAI Assistants API deprecation"}
{"url": "https://help.zapier.com/hc/en-us/articles/37029145798925-ChatGPT-OpenAI-now-supports-Responses-API", "final_url": "https://help.zapier.com/hc/en-us/articles/37029145798925-ChatGPT-OpenAI-now-supports-Responses-API", "title": "ChatGPT (OpenAI) now supports Responses API", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "ChatGPT (OpenAI) now supports Responses API &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2025 ChatGPT (OpenAI) now supports Responses API Updated May 29, 2026 18:16 Big news for OpenAI users. Our ChatGPT (OpenAI) app has been updated to integrate with the new OpenAI Responses API . You’ll find four new actions ready to use in your Zap workflows. This change prepares for OpenAI’s deprecation of the Assistant API in the first half of 2026, as Response API will take its place. What does this mean for you? You can start using Response API in our 4 new actions today. Your existing actions using Assistant API will continue to work as normal until the deprecation date. Zapier will notify you closer to the time when a deprecation date is finalized. The new Conversation (Responses API) action allows you to use built-in tools to power your workflows. It allows you to: Search the web to generate content. Search and analyze files. Analyze and run code. Interact with your remote Model Context Protocol (MCP) servers to perform tasks. Which actions use Response API? Analyze Text: Summarize, classify, and analyze text. Analyze Images : Upload images and send or question about it. Conversation (Responses API) : Send a chat to OpenAI and generate a completion, optionally storing messages for continuous conversation and ulitize built-in tools. Extract Structured Data : Send unstructured text and return structured data. Action comparison If you want to start using the new actions in your Zap, use the comparison table to decide which action you should use. **Current actions** **Recommended actions** Summarize Text (Legacy) Analyze Text Classify Text (Legacy) Analyze Text Analyze Text Sentiment (Legacy) Analyze Text Analyze Image Content with Vision (Legacy) Analyze Images Conversation (Legacy) Conversation Extract Structured Data (Legacy) Extract Structured Data Conversation with Assistant (Legacy) Conversation Do I need to update my Zap workflows? You aren’t required to update your Zap workflows immediately to use the new OpenAI Response API. If you want to start using the new actions, go to your App Connection page to view all of your Zap workflows that use the ChatGPT (OpenAI) app. However, OpenAI plans to deprecate the Assistant API in the first half of 2026. Zapier recommends updating your Zap workflows to use the new action before this date to ensure your workflows continue to run smoothly without interruption. ", "error": null, "slug": "chatgpt", "help_title": "ChatGPT (OpenAI) now supports Responses API"}
{"url": "https://help.zapier.com/hc/en-us/articles/34534135938317-Choosing-the-right-ChatGPT-OpenAI-action-to-send-messages", "final_url": "https://help.zapier.com/hc/en-us/articles/34534135938317-Choosing-the-right-ChatGPT-OpenAI-action-to-send-messages", "title": "Choosing the right ChatGPT (OpenAI) action to send messages", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Choosing the right ChatGPT (OpenAI) action to send messages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) Choosing the right ChatGPT (OpenAI) action to send messages Updated April 06, 2026 14:33 This article will guide you through the differences between available ChatGPT (OpenAI) actions you can use in your Zap to send and receive messages. It will help you decide which action is best for your needs when sending messages. There are two actions available: Conversation (Responses API) Send Prompt Note Conversation With Assistant has been deprecated due to the OpenAI Assistants API deprecation . Use Conversation instead, which supports memory, file search, web search, and MCP tools. ChatGPT (OpenAI) action comparison table Feature Conversation (Responses API) Send Prompt Best for Conversations that require back-and-forth interactions. Includes memory and optional image support. Simple, one-off prompts that do not need memory or media. Context retention Supports memory via the Memory Key field. No support for context retention. Each request is independent. API used Responses API Completion API Supported models GPT-4o GPT 4.1 GPT 4o mini o4 mini o3 and o3-mini o1 Deprecated chat models (text generation): Babbage-002 Davinci-002 gpt-3.5-turbo-instruct DALL-E (Image generation) TTS (Text-to-speech) Whisper (Speech to text) Media support Images supported (if model allows, e.g. GPT-4o). No media support. Tool support Code Interpreter File Search Remote MCP Web Search Preview N/A ", "error": null, "slug": "chatgpt", "help_title": "Choosing the right ChatGPT (OpenAI) action to send messages"}
{"url": "https://help.zapier.com/hc/en-us/articles/22497191078797-Advanced-fields-for-ChatGPT-OpenAI", "final_url": "https://help.zapier.com/hc/en-us/articles/22497191078797-Advanced-fields-for-ChatGPT-OpenAI", "title": "Advanced fields for ChatGPT (OpenAI)", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Advanced fields for ChatGPT (OpenAI) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) Advanced fields for ChatGPT (OpenAI) Updated May 29, 2026 18:12 When using ChatGPT (OpenAI) in your Zap workflows, you can adjust the parameters of the large language model (LLM) to improve its results. You can adjust these parameters: Temperature Maximum Length Top P Temperature Temperature allows you to increase the model’s randomness level. Lowering the temperature results in less random responses, best suited for tasks such as instructions. Higher temperatures will result in more creative responses, best suited for creative writing. This field is useful to use in scenarios where you want to control the predictability of the output. You can set the temperature between 0.0-2.0 If you set the Temperature field, it is recommended to avoid setting the Top P field. Maximum Length Maximum Length allows you to set the number of tokens used in your input and output tokens. This means the limit includes the combined count of tokens from your prompt and the model’s response. You can set the Maximum Length field with a number value. Token limits will vary depending on what specific model you use, such as different versions of the GPT models. To find the token limits of the model you’re working with, refer to OpenAI’s documentation . If you leave this field blank Zapier will attempt to automatically calculate this field, based on your selected model, to avoid you going over your model’s output token limit. Top P Setting the Top P field helps a language model choose the best works when it’s writing. It does this by only looking at the most likely words. For example, if the Top P field is set to 0.1, the model only considers the top 10% of words that are most likely to be a good fit. This way Top P helps the model pick words carefully, making sure each word it chooses is one of the best options. This field is useful to use when wanting to maintain a balance between creativity and relevance. It allows for more randomness but within a controlled and focused set of possibilities. You can set the Top P field between 0.0-1.0. If you set the Top P field, it is recommended to avoid setting the Temperature field. Stop Sequences Stop sequences are a specific sequence of words, phrases, or characters that instruct the model to stop generating further content. This is useful when controlling where the model ends its response, especially if you’re using structured formats such as emails, letters, or scripts, where a specific closing phrase is expected. When a stop sequence is encountered, the model’s response will truncated at that point. This means the output may end with or just before the stop sequence. You can add up to 4 sequences in the Stop Sequence field. The model will stop generating content upon reaching the first occurrence of any of these stop sequences. Frequency Penalty This field allows you to penalize words that appear too frequently in the text. This is useful in scenarios where you want to avoid excessive repetition of certain words or phrases, but are okay with them appearing multiple times, as long as they aren’t overused. For example, in a detailed article, certain key terms might naturally need to be mentioned multiple times, but you don’t want them to dominate the text. To set this field, you can add a number between -2.0 and 2.0. A higher penalty value discourages the model from reusing words it has already used, making it less likely to repeat phrases exactly. Presence Penalty This field allows you to penalize used words or phrases, encouraging the model to introduce new concepts. This is useful in scenarios for tasks such as generating ideations where you want unique ideas or items. If you want each sentence or paragraph to introduce new concepts rather than reiterating what has already been said. To set this field, you can add a number between -2.0 and 2.0. Positive values penalize new tokens based on whether they appear in the next so far, increasing the model’s likelihood to talk about new topics. ", "error": null, "slug": "chatgpt", "help_title": "Advanced fields for ChatGPT (OpenAI)"}
{"url": "https://help.zapier.com/hc/en-us/articles/27670089986701-ChatGPT-OpenAI-error-Required-field-User-Message-user-message-is-missing", "final_url": "https://help.zapier.com/hc/en-us/articles/27670089986701-ChatGPT-OpenAI-error-Required-field-User-Message-user-message-is-missing", "title": "ChatGPT (OpenAI) error: Required field \"User Message\" (user_message) is missing", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "ChatGPT (OpenAI) error: Required field &quot;User Message&quot; (user_message) is missing &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) ChatGPT (OpenAI) error: Required field &quot;User Message&quot; (user_message) is missing Updated May 29, 2026 18:12 Symptoms When using the ChatGPT (OpenAI) Conversation action, you see the error message, \"Required field \"User Message\" (user_message) is missing\". You will see this error in Zap history after your Zap runs. Causes This happens when a mapped field in the User Message field does not contain a value. How to fix it To fix the issue: Ensure data is always sent to the currently mapped field, or replace the mapped field with one that consistently provides a value. If you cannot change the current mapped field, you can either: Set a default value as a fallback whenever your mapped field does not send data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to set what the Zap should do if your mapped value contains no value. ", "error": null, "slug": "chatgpt", "help_title": "ChatGPT (OpenAI) error: Required field \"User Message\" (user_message) is missing"}
{"url": "https://help.zapier.com/hc/en-us/articles/28490444947085-Google-Docs-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/28490444947085-Google-Docs-error-Nothing-could-be-found-for-the-search", "title": "Google Docs error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Docs error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Docs Google Docs error: Nothing could be found for the search Updated May 29, 2026 18:13 When using the Google Doc Find Document action in your Zap workflows, it returns the error message \"Nothing could be found for the search\". This error may occur when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens: The mapped field from the previous step in the Document Name field is blank. Google Docs require values in the Document Name field to complete the search. The input file name value in the Document Name field does not exist in Google Docs. For example. if the file is named “example_docs” and the step attempts to find “exampledocs”, the search will fail due to the name difference. In some cases, the creation of a document depends on another Zap that has not run at the time the search was carried out. How to fix it To fix this issue: Ensure the data from the previous step is consistently sent to the Google Docs step, or replace the current mapped field with one that consistently provides a value. If you have a document that exists but is in a different folder than what is selected in the Zap, try reselecting or clearing the Folder field. If you cannot change the current mapped field, you can either: Add a step to set a default value as a fallback whenever your mapped field does not have any data. Add conditional logic using a filter or branching logic with paths to your Zap. This will allow you to define what the Zap should do if the Document Name field receives no data from the previous step. Add a delay to your Zap to add in some time before the Zap searches for the document. ", "error": null, "slug": "google-docs", "help_title": "Google Docs error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/14860148802829-How-to-get-started-with-ChatGPT-OpenAI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/14860148802829-How-to-get-started-with-ChatGPT-OpenAI-on-Zapier", "title": "How to get started with ChatGPT (OpenAI) on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the ChatGPT (OpenAI) app on Zapier, you must have: An OpenAI account with prepaid billing enabled. This is separate from the ChatGPT pricing plans , and you do not need a paid ChatGPT subscription. To use GPT-4 models (including GPT-4o), you must make a successful payment of $5 or more in your OpenAI account. You can do so by purchasing $5 in credits . Learn more about getting access to these models . API Organization Verification to access certain models, such as reasoning models .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) How to get started with ChatGPT (OpenAI) on Zapier Updated July 15, 2026 10:39 ChatGPT and Zapier work together to automate tasks, using triggers from other apps. You can use this integration to analyze text, generate content, summarize information, and write emails automatically. Note Assistants API deprecation: OpenAI is deprecating the Assistants API. All ChatGPT (OpenAI) actions that use it are deprecated and will stop working on August 26, 2026. If your Zaps use the affected actions, update them before that date . Prerequisites To use the ChatGPT (OpenAI) app on Zapier, you must have: An OpenAI account with prepaid billing enabled. This is separate from the ChatGPT pricing plans , and you do not need a paid ChatGPT subscription. To use GPT-4 models (including GPT-4o), you must make a successful payment of $5 or more in your OpenAI account. You can do so by purchasing $5 in credits . Learn more about getting access to these models . API Organization Verification to access certain models, such as reasoning models . Connect ChatGPT (OpenAI) to Zapier Find your ChatGPT (OpenAI) credentials To find your API Key and Organization ID: Log into your OpenAI account . In your account settings, click View API keys . Click + Create new secret key . Copy the API key to your clipboard. (Optional) You can find your Organization ID in your Organization settings if you belong to multiple organizations. Connect to ChatGPT (OpenAI) on Zapier To create an app connection to ChatGPT (OpenAI) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ChatGPT (OpenAI) . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your API key . (Optional) Organization ID: Enter your Organization ID . Click Yes, Continue to ChatGPT (OpenAI) . Your ChatGPT (OpenAI) account is now successfully connected to Zapier. About ChatGPT (OpenAI)'s app", "text": "How to get started with ChatGPT (OpenAI) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) How to get started with ChatGPT (OpenAI) on Zapier Updated July 15, 2026 10:39 ChatGPT and Zapier work together to automate tasks, using triggers from other apps. You can use this integration to analyze text, generate content, summarize information, and write emails automatically. Note Assistants API deprecation: OpenAI is deprecating the Assistants API. All ChatGPT (OpenAI) actions that use it are deprecated and will stop working on August 26, 2026. If your Zaps use the affected actions, update them before that date . Prerequisites To use the ChatGPT (OpenAI) app on Zapier, you must have: An OpenAI account with prepaid billing enabled. This is separate from the ChatGPT pricing plans , and you do not need a paid ChatGPT subscription. To use GPT-4 models (including GPT-4o), you must make a successful payment of $5 or more in your OpenAI account. You can do so by purchasing $5 in credits . Learn more about getting access to these models . API Organization Verification to access certain models, such as reasoning models . Connect ChatGPT (OpenAI) to Zapier Find your ChatGPT (OpenAI) credentials To find your API Key and Organization ID: Log into your OpenAI account . In your account settings, click View API keys . Click + Create new secret key . Copy the API key to your clipboard. (Optional) You can find your Organization ID in your Organization settings if you belong to multiple organizations. Connect to ChatGPT (OpenAI) on Zapier To create an app connection to ChatGPT (OpenAI) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ChatGPT (OpenAI) . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your API key . (Optional) Organization ID: Enter your Organization ID . Click Yes, Continue to ChatGPT (OpenAI) . Your ChatGPT (OpenAI) account is now successfully connected to Zapier. About ChatGPT (OpenAI)'s app Triggers, searches, and actions Triggers No triggers available for ChatGPT (OpenAI). Searches Find Conversation - Find a conversation for native OpenAI conversation management. Find Response - Find a stored Responses API result by response ID for audit trails and debugging. Get Video - Retrieve the status and details of a video generation job created with Sora. Search Embeddings - This best matches a query string (like \"big animal\") to a list of document strings (like \"mouse\", \"cat\", \"buffalo\", and \"blue whale\"). Find or Create File - Find or create a file. Find File - Finds a file by filename. Actions Conversation - (Recommended) Send a chat to OpenAI, optionally storing messages for continuous conversation. This enhanced action can also help with web search, file search, and advanced tooling such as MCP. Powered by Responses API. Analyze Images - (Recommended) Upload an image(s) and send a message or question about it. Powered by Responses API. Analyze Text - (Recommended) Summarize, classify, and analyze text. Powered by Responses API. Extract Structured Data - (Recommended) Improved structured data extraction with better formatting options and more reliable schema adherence. Powered by Responses API. Send Prompt - Sends a prompt to OpenAI and generates a completion. Generate An Image - Generates an image using a relevant OpenAI model. Create Transcription - Creates a new transcription, using Whisper, from an audio or video file. Create Translation - Creates a new translation. Write an Email - Writes the content of an email based on your provided prompt for use in a subsequent step. Convert Text to Speech - Converts a given text to speech. Create Embedding - Generate vector embeddings for text input. Create Image Edit - Creates a new image by editing an existing image with a prompt. Create Video - Create a new video generation job using Sora. Check Moderations - Classifies if text is potentially harmful. Conversation (Legacy) - Sends a chat to OpenAI and generates a completion, optionally storing messages. Powered by Chat Completions API. Classify Text (Legacy) - Classify your text into one of your provided categories. Powered by Chat Completions API. Summarize Text (Legacy) - Enter a block of text and generate a summary. Powered by Chat Completions API. Analyze Text Sentiment (Legacy) - Generate an analysis of the overall sentiment of a block of text. Powered by Chat Completions API. Analyze Image Content With Vision (Legacy) - Upload an image and send a message or question about it. Powered by Chat Completions API. Extract Structured Data (Legacy) - Sends unstructured text and returns structured data using OpenAI's \"Function Calling\" capability. Powered by Chat Completions API. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Usage limits vary depending on your OpenAI plan and are subject to OpenAI's API rate limits. Each model has maximum combined token limits ( input + output ), with tokens being charged based on usage. The exact limits vary by model version . In conversations, cache tokens may also be used when reusing prior context (often billed at a reduced rate). In some advanced models, additional reasoning tokens are consumed for internal \"thinking steps\" before producing the final output. If you set the token limit too low, the model may return an empty output text. When using o3-deep-research model, you must select the Web Search Preview tool in your action or the model will not run. OpenAI data usage with Zapier Data sent to OpenAI through Zap workflows is via OpenAI API. Under OpenAI's API data usage policy , OpenAI will not use API-submitted data to train or improve their models unless you explicitly decide to share your data with them for that purpose (such as by opting in). For more information, review OpenAI's article about when and how data may be used to improve model performance . Templates View all of ChatGPT (OpenAI)'s templates . Use cases How to automate ChatGPT Create custom versions of ChatGPT with GPTs and Zapier Create blog outlines automatically with AI How to enrich lead info from sales forms with ChatGPT Additional ChatGPT (OpenAI) resources Choosing the right ChatGPT (OpenAI) action to send messages OpenAI Assistants API deprecation Advanced fields for ChatGPT (OpenAI) Zapier's ChatGPT (OpenAI) integration page ChatGPT (OpenAI)'s Help Center ChatGPT (OpenAI)'s API documentation ", "error": null, "slug": "chatgpt", "help_title": "How to get started with ChatGPT (OpenAI) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/27472126237453-ChatGPT-OpenAI-error-invalid-image-or-invalid-image-format", "final_url": "https://help.zapier.com/hc/en-us/articles/27472126237453-ChatGPT-OpenAI-error-invalid-image-or-invalid-image-format", "title": "ChatGPT (OpenAI) error: invalid_image or invalid_image_format", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "ChatGPT (OpenAI) error: invalid_image or invalid_image_format &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) ChatGPT (OpenAI) error: invalid_image or invalid_image_format Updated May 29, 2026 18:12 Symptoms When using the ChatGPT (OpenAI) Conversation action, you see the error message, \"invalid_image\" or \"[invalid_image_format] You uploaded an unsupported image\". You will see this error in the Zap editor when you test your ChatGPT step or in Zap history after your Zap runs. Causes This can happen when: You selected an incompatible model. Your file type is not supported. Your file size is too big. Your file URL is not publicly accessible or downloadable. You set the Max Token field too low to complete the request. How to fix it To fix the issue, follow these steps: Go to your affected ChatGPT (OpenAI) step . Click the Model field to expand the dropdown menu, then ensure you’ve selected either a vision or GPT-4o model . Check that your file: Is a supported file type : - PNG - JPEG - WEBP - Non-animated GIF Is 20 MB or smaller. (Optional) If the Image field is a mapped field , you can add a filter to ensure the file meets these requirements each time the Zap runs. Test that the file's URL is accessible or downloadable. Open an incognito browser and copy and paste the URL into the address bar . Press Enter on your keyboard . One of the following will happen: - The file will display in the browser window if it’s a viewable format. - The browser will download the file to your computer. - If the file cannot be accessed, you may see an error message. This means Zapier cannot access the file. Learn more about sending files in Zap workflows . Adjust the Max Token field. Depending on the current setup: Adjust it to a larger number. - This number must be within the limitation of your selected model. - Learn more about what tokens are and how to count them . Clear the Max Token field. - If you leave this field blank: - Zapier will attempt to automatically calculate this field based on your selected model. - This will help you avoid going over your model’s output token limit. Note You cannot generate images using the Conversation action. Instead use the Generate An Image with DALL-E action. ", "error": null, "slug": "chatgpt", "help_title": "ChatGPT (OpenAI) error: invalid_image or invalid_image_format"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496052585485-How-to-get-started-with-monday-com-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496052585485-How-to-get-started-with-monday-com-on-Zapier", "title": "How to get started with monday.com on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the monday.com app on Zapier, you must have: An active Monday.com account with Admin or Member user permissions for the boards, workspaces you want to connect. A Monday.com Standard plan or higher. as these plans supports integrations.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Monday.com How to get started with monday.com on Zapier Updated August 19, 2025 15:35 Monday.com and Zapier connect to automate your work. You can trigger actions when new items are created or column values change and create new items or update existing ones. Prerequisites To use the monday.com app on Zapier, you must have: An active Monday.com account with Admin or Member user permissions for the boards, workspaces you want to connect. A Monday.com Standard plan or higher. as these plans supports integrations. Connect monday.com to Zapier Find your monday.com credentials To find your personal access token, refer to monday.com’s instructions. Connect to monday.com on Zapier To create an app connection to monday.com on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select monday.com . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your personal access token. Click Yes, Continue to monday.com . Your monday.com account is now successfully connected to Zapier. About monday.com's app", "text": "How to get started with monday.com on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Monday.com How to get started with monday.com on Zapier Updated August 19, 2025 15:35 Monday.com and Zapier connect to automate your work. You can trigger actions when new items are created or column values change and create new items or update existing ones. Prerequisites To use the monday.com app on Zapier, you must have: An active Monday.com account with Admin or Member user permissions for the boards, workspaces you want to connect. A Monday.com Standard plan or higher. as these plans supports integrations. Connect monday.com to Zapier Find your monday.com credentials To find your personal access token, refer to monday.com’s instructions. Connect to monday.com on Zapier To create an app connection to monday.com on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select monday.com . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your personal access token. Click Yes, Continue to monday.com . Your monday.com account is now successfully connected to Zapier. About monday.com's app Triggers, searches, and actions Triggers Triggers Any Column Value Changed in Board (Instant) - Triggers when any column's value is changed in the selected board. Item Moved to Group (Same or Different Board) (Instant) - Triggers when an item is moved to a group (same or different board). New Subitem on Board (Instant) - Triggers when a new subitem on a specific board is created. Specific Column Value Changed in Board (Instant) - Triggers when a specific column's value changes in the selected board. New User (Polling) - Triggers when a new user joins your monday.com account. New Item in Board (Instant) - Triggers when an item is created in a specific board. New Board (Polling) - Triggers when a new board is created. Specific Columns Values Changed in Board (Instant) - Triggers when one of the specified columns' value is changed in the selected board. New Update in Board (Instant) - Triggers when a new update is posted on a board. Searches Searches Get Items by Column Value - Find all items that match a specific value in a selected column Get Board Values - Returns the data for a all columns in the specific board Get File Column Values - Returns the data for a specific file column in the board Get Subitem Values - Returns the subitems for a specific item in the board Find User by Name - Search for a user by name using exact matching Get Column Values - Returns the data for a specific column in the board Get Group Details - Returns the group name for a specific board Get User Details - Returns the details for a specific user Actions Actions Archive Group - Archives a specific group in a board Update Item Name - Update an item's name Create Board - Creates a new board Create Group - Creates a new group in a board Create Subitem - Create a new subitem in a item with column values Delete Group - Delete a specific group from a board Group Position - Duplicate a group with its items Upload File to Specific Column - Upload File To Specific Column Archive Board - Archives a board Archive Item - Archives an item Update Item - Change multiple column values of an item Create Column - Create a new column in board. Create Item - Create a new Item in a board Create Update - Create a new update. Delete Item - Delete an item from a board Update Subitem - Updates a update subitem on your board. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API Rate Limits apply . monday.com enforces several rate limits including daily call limits (200 for Free/Trial, 1,000 for Basic/Standard, 10,000 for Pro, 25,000 for Enterprise), complexity limits, minute rate limits, concurrency limits, and IP limits (5,000 requests per 10 seconds). To use advanced column types like Connect Boards, Dependency Columns, Tags, Country, World Clock, Week, Hour, Rating, and Checkbox, you'll need to apply specific JSON formatting . For more information, refer to these Zapier JSON formatting examples. Only certain column types (Status, Dropdown, Date, Timeline, Link, Phone, Email, Numbers, Text, Long Text, Location) can be updated using plain text without JSON formatting. Users must specify the exact Column ID when sending data to specific columns, as each column has a unique identifier per board. Learn more where to find board, item, and column IDs . Templates View all of monday.com's templates . Use cases Use Zapier's monday integration to streamline your work Additional monday.com resources Zapier's monday.com integration page Monday.com's Help Center monday.com's API documentation ", "error": null, "slug": "monday", "help_title": "How to get started with monday.com on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/24053361579533-ChatGPT-OpenAI-error-insufficient-quota-You-exceeded-your-current-quota-please-check-your-plan-and-billing-details", "final_url": "https://help.zapier.com/hc/en-us/articles/24053361579533-ChatGPT-OpenAI-error-insufficient-quota-You-exceeded-your-current-quota-please-check-your-plan-and-billing-details", "title": "ChatGPT (OpenAI) error: [insufficient_quota] You exceeded your current quota, please check your plan and billing details", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "ChatGPT (OpenAI) error: [insufficient_quota] You exceeded your current quota, please check your plan and billing details &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) ChatGPT (OpenAI) error: [insufficient_quota] You exceeded your current quota, please check your plan and billing details Updated May 29, 2026 18:12 When using either the ChatGPT (OpenAI) app, you see an error message stating, \"[insufficient_quota] You exceeded your current quota, please check your plan and billing details.\" This error happens when testing the Zap step or in Zap history after your Zap runs. Causes This error happens when: You do not have an OpenAI API subscription setup in your OpenAI account. This is separate from your ChatGPT plan. You've reached the API usage limit for your OpenAI account. You’ve reached your OpenAI rate usage limit. This can happen if the Zap triggers frequently in a certain period of time. How to fix it To fix the issue, follow these steps: Setup OpenAI API subscription Go to your OpenAI billing settings . Add credit to your OpenAI account. Learn more about OpenAI prepaid billing . Exceeded API usage Check the API usage limit for your OpenAI account . If you frequently see this error, you may need to set a higher monthly budget or wait until the next billing cycle before you use OpenAI again. You can also review your current token usage to understand how your tokens have been consumed. Once you’ve increased your limits or waited until your next OpenAI billing cycle, replay your failed Zap runs . This may not work if your Zap continues to trigger frequently or if you make significant changes to your Zap. Learn more about how replay works . Reached rate limit Review your Zap history to see if your Zap triggered a large number of times in a short period. Replay your Zap runs. This may not work if your Zap continues to trigger frequently or if you make significant changes to your Zap. Learn more about how replay works . Increase your rate usage limits in OpenAI. (Optional) If you want to run your OpenAI step less frequently, consider adding a Filter step so your Zap runs only for certain events or not all. Additional resources Additional information can be found in OpenAI's documentation . You can learn more about OpenAI's API pricing and how prepaid billing works . ", "error": null, "slug": "chatgpt", "help_title": "ChatGPT (OpenAI) error: [insufficient_quota] You exceeded your current quota, please check your plan and billing details"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496034846733-How-to-get-started-with-ClickUp-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496034846733-How-to-get-started-with-ClickUp-on-Zapier", "title": "How to get started with ClickUp on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the ClickUp app on Zapier, you must have: A owner, admin or member role in ClickUp.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity ClickUp How to get started with ClickUp on Zapier Updated August 12, 2025 13:36 ClickUp and Zapier help automate your project and task management workflows. You can use triggers like new tasks or task changes to automatically create tasks, update their status, or post comments. Prerequisites To use the ClickUp app on Zapier, you must have: A owner, admin or member role in ClickUp. Connect ClickUp to Zapier To create an app connection to ClickUp on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickUp . Click Add connection . A new browser tab or window will open. Log into ClickUp to authenticate. Grant Zapier permission to access your account if prompted to. Your ClickUp account is now successfully connected to Zapier. About ClickUp's app", "text": "How to get started with ClickUp on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity ClickUp How to get started with ClickUp on Zapier Updated August 12, 2025 13:36 ClickUp and Zapier help automate your project and task management workflows. You can use triggers like new tasks or task changes to automatically create tasks, update their status, or post comments. Prerequisites To use the ClickUp app on Zapier, you must have: A owner, admin or member role in ClickUp. Connect ClickUp to Zapier To create an app connection to ClickUp on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickUp . Click Add connection . A new browser tab or window will open. Log into ClickUp to authenticate. Grant Zapier permission to access your account if prompted to. Your ClickUp account is now successfully connected to Zapier. About ClickUp's app Triggers, searches, and actions Triggers New Message Posted to Channel - Triggers when a new message is posted to a specific channel you choose. New Comment on a Task - Triggers when a new Comment is added to a Task in ClickUp. New List (Instant) - Triggers when new lists are created. New Attachment Added to Task - Triggers when an attachment is added to a task. Task Changes (Instant) - Triggers when a task changes. New Reaction Added to Chat Message - Triggers when a reaction (emoji) is added to a message in a public channel. New Folder - Triggers when new folders are created. New Task - Triggers when tasks are added. New Reaction Added to Task Comment - Triggers when a reaction (emoji) is added to a message for a task comment. New Time Entry - Triggers when a new Time Entry is added using ClickUp Time tracking. Searches Find Custom Fields - View the Custom Fields available on tasks in a specific Team / Space / Folder / List. Find a List of All Tasks - Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields. Find User by Name or Email - Find an existing user by their name or their email. Find the Most Recent Task - Find the most recent task created in Workspace/Space/Folder/List. Find Task by ID - Find an existing task by its ID. Find Documents - Search for documents by location. Actions Archive or Delete Task - Archive or delete ClickUp task Send Direct Message - Send a direct message to a user or yourself. Create New Document - Create new document in the specific location Create Space - A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings. Create Folder - Creates a new folder Post a Task Comment - Post a comment to a task Post Attachment - Post an attachment to a task. Create Task - Creates a new task. Update Custom Field Value - Update value of a custom field for a selected task Update Task - Updates an existing task. New Checklist - Add a checklist to a task Send Chat Message to Channel - Post a message to a specific channel you choose. Create New Document Page - Create new page in the specific document Create Custom Field - Creates a new custom field Create List - Creates a new list Time Tracked - Add time tracked to a task Create Subtask - Creates a new subtask Update Access for the Task - Update access to the task Edit Document Page - Edit document page API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Guest users cannot use the Zapier integration. API rate limits apply based on workspace plan . Free Forever, Unlimited, and Business plans are limited to 100 requests per minute per token, Business Plus allows 1,000 requests per minute, and Enterprise allows 10,000 requests per minute. Some triggers and actions require you to provide specific Space, Folder, or List IDs which must be obtained through the ClickUp API to identify unique locations in your workspace . Templates View all of ClickUp's templates . Use cases 5 ways to automate ClickUp with Zapier Automate project communication with ClickUp and Gmail Additional ClickUp resources Zapier's ClickUp integration page ClickUp's Help Center ClickUp's API documentation ", "error": null, "slug": "clickup", "help_title": "How to get started with ClickUp on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33088826490253-Monday-com-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/33088826490253-Monday-com-error-Nothing-could-be-found-for-the-search", "title": "Monday.com error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Monday.com error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Monday.com Monday.com error: Nothing could be found for the search Updated May 29, 2026 18:14 When using Monday.com’s Get item by Column Value action in your Zap workflows, you see the error message \"Nothing could be found for the search\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The board or column ID is incorrect. The mapped field data does not match the existing data in Monday.com when searching for text. The search is an exact match, which means it’s affected by the case, spelling, punctuation, spacing, special characters, and word order. How to fix it To fix this issue: To find a board or column ID review this Monday.com article . This explains how to set the Board ID or Column ID fields as a custom value . Use a Formatter step to remove unnecessary formatting, such as extra spaces and special characters, or convert letter casing to improve matching accuracy. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "monday", "help_title": "Monday.com error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496065865613-Common-Problems-with-monday-com-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496065865613-Common-Problems-with-monday-com-on-Zapier", "title": "Common Problems with monday.com on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Monday.com Common Problems with monday.com on Zapier Updated June 21, 2024 08:45 I can't connect my monday.com Account to Zapier Currently, only monday.com Standard plan or higher plans have access their API which is needed by Zapier. My sharable board isn't available in the board dropdown To get access to Sharable boards, you need to connect using your Personal API token, and not your Company API token. I'm getting an error when entering a value for a location column When updating a value to a location column, Monday.com expects this data to be formatted as longitude and latitude . If you do not have this information, a workaround is to set it as 0, as the address is not verified to match the longitude and latitude.", "text": "Common Problems with monday.com on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Monday.com Common Problems with monday.com on Zapier Updated June 21, 2024 08:45 I can't connect my monday.com Account to Zapier Currently, only monday.com Standard plan or higher plans have access their API which is needed by Zapier. My sharable board isn't available in the board dropdown To get access to Sharable boards, you need to connect using your Personal API token, and not your Company API token. I'm getting an error when entering a value for a location column When updating a value to a location column, Monday.com expects this data to be formatted as longitude and latitude . If you do not have this information, a workaround is to set it as 0, as the address is not verified to match the longitude and latitude. ", "error": null, "slug": "monday", "help_title": "Common Problems with monday.com on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/27548250757901-ChatGPT-OpenAI-error-Not-enough-tokens-available-to-send-the-assistant-message-and-the-user-message", "final_url": "https://help.zapier.com/hc/en-us/articles/27548250757901-ChatGPT-OpenAI-error-Not-enough-tokens-available-to-send-the-assistant-message-and-the-user-message", "title": "ChatGPT (OpenAI) error: Not enough tokens available to send the assistant message and the user message", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "ChatGPT (OpenAI) error: Not enough tokens available to send the assistant message and the user message &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) ChatGPT (OpenAI) error: Not enough tokens available to send the assistant message and the user message Updated February 19, 2025 16:00 Symptoms When using the ChatGPT (OpenAI) Conversation action, you see an error message stating, \"Not enough tokens available to send the assistant message and the user message.\" You will see this error in the Zap editor when you test your ChatGPT(OpenAI) step or in Zap history after your Zap runs. Causes This error happens when the token limit of the context window is exceeded due to the length of your input. Your input is the data added to these fields: User Message Assistant Instructions The size of the context window varies depending on the specific model you’ve selected in your Zap. How to fix it To fix the issue, follow these steps: Review the model's content window limit Review the OpenAI’s documentation for your chosen model's maximum tokens per content window. Review your token usage Review your affected Zap run . Copy and paste the input (user message) and output (assistant’s response) into the OpenAI Tokenizer . This will give you an estimate of how many tokens you’ll use. Learn more about what tokens are and how to count them . Adjust your input length Limit the length of your inputs in the User Message and Assistant Instructions fields to key information. If you are working with a large set of data, add a Formatter step before your ChatGPT step. This will allow you to split your text into chunks to use in your AI prompt . Select an alternative model In your Zap, select another model with a larger context window to accommodate longer inputs. ", "error": null, "slug": "chatgpt", "help_title": "ChatGPT (OpenAI) error: Not enough tokens available to send the assistant message and the user message"}
{"url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "title": "Meta work account migration: What Facebook-related app users need to know", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows.", "text": "Meta work account migration: What Facebook-related app users need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows. ", "error": null, "slug": "facebook-conversions", "help_title": "Meta work account migration: What Facebook-related app users need to know"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495986864781-How-to-get-started-with-Google-Ads-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495986864781-How-to-get-started-with-Google-Ads-on-Zapier", "title": "How to get started with Google Ads on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Google Ads app on Zapier, you must have: A paid Zapier plan. Google Ads is a premium app on Zapier. However, eligible users can use Google Ads for free on Zapier for 6 months (available to both paid and free Zapier plan users). A paid Google Ads plan: Custom Matched Audiences require a minimum of $50k in ad spend. An activated Google Ads account. These account permissions: Offline conversions require: a Google Click ID. a 'Main Account' but the 'Managed Account ID' is optional. Approve Zapier as a data partner.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Google Ads How to get started with Google Ads on Zapier Updated April 10, 2026 17:03 Google Ads and Zapier work together to automate your advertising workflows. You can trigger actions whenever a new lead is created from a lead form extension or a new campaign is launched. You can also perform actions like adding or removing a contact from a customer list, sending offline conversion data, or setting a campaign status. Available on plans: Free Professional Team Enterprise Prerequisites To use the Google Ads app on Zapier, you must have: A paid Zapier plan. Google Ads is a premium app on Zapier. However, eligible users can use Google Ads for free on Zapier for 6 months (available to both paid and free Zapier plan users). A paid Google Ads plan: Custom Matched Audiences require a minimum of $50k in ad spend. An activated Google Ads account. These account permissions: Offline conversions require: a Google Click ID. a 'Main Account' but the 'Managed Account ID' is optional. Approve Zapier as a data partner. Connect Google Ads to Zapier To create an app connection to Google Ads on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Ads . Click Add connection . A new browser tab or window will open. Log into Google Ads to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Ads account is now successfully connected to Zapier. About Google Ads's app", "text": "How to get started with Google Ads on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Google Ads How to get started with Google Ads on Zapier Updated April 10, 2026 17:03 Google Ads and Zapier work together to automate your advertising workflows. You can trigger actions whenever a new lead is created from a lead form extension or a new campaign is launched. You can also perform actions like adding or removing a contact from a customer list, sending offline conversion data, or setting a campaign status. Available on plans: Free Professional Team Enterprise Prerequisites To use the Google Ads app on Zapier, you must have: A paid Zapier plan. Google Ads is a premium app on Zapier. However, eligible users can use Google Ads for free on Zapier for 6 months (available to both paid and free Zapier plan users). A paid Google Ads plan: Custom Matched Audiences require a minimum of $50k in ad spend. An activated Google Ads account. These account permissions: Offline conversions require: a Google Click ID. a 'Main Account' but the 'Managed Account ID' is optional. Approve Zapier as a data partner. Connect Google Ads to Zapier To create an app connection to Google Ads on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Ads . Click Add connection . A new browser tab or window will open. Log into Google Ads to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Ads account is now successfully connected to Zapier. About Google Ads's app Triggers, searches, and actions Triggers New Campaign (Polling) - Triggers whenever a new campaign is created in Google Ads. New Lead Form Entry (Polling) - Triggers whenever a new lead is created from a Lead Form Extension. Searches Find Campaign by Id - Finds a Google Ads Campaign whose id matches the provided input. Find Customer List - Finds a customer list by name. Find Campaign by Name - Finds a Google Ads Campaign whose names matches the provided input. Actions Add Contact to Customer List With Email - Adds a contact to a customer list using their email address. Note: It takes 6 to 12 hours for the customer list to be populated with contacts. Create Customer List - Creates a customer list in Google Ads Audience Manager. Remove Contact From Customer List - Removes a contact from a customer list. Set Campaign Status - Sets the status of a Google Ads campaign. Add Contact to Customer List - Adds a contact to a customer list. Note: It takes 6 to 12 hours for the customer list to be populated with contacts. Create Report - Creates a report on specified data from your campaigns/ads. Send Offline Conversion - Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Google Ad campaigns to offline activity and business impact. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Find or Create Customer List - Finds a customer list by name. Optionally creates a new customer list. Limitations API rate limits apply, if you exceed these limits, you'll receive a 429 error. Google Ads requires up to 3-12 hours after an ad click before a conversion can be successfully uploaded. You can add a delay steps to ensure all conversions are counted. It can take 6-8 hours for customer lists to populate with contacts after successful task execution. Only conversion actions with a source of \"Import from clicks\" are supported with the Offline Conversions action. Zapier hashes (using SHA256) any email, phone number, first name, or last name values for the following Google Ads actions, before sending to Google Ads: Add Contact to Customer List Add a Contact to Customer List with Email Remove a Contact from Customer List Send Offline Conversion Templates View all of Google Ads's templates . Use cases Add or remote contacts in Google Ads customer lists . 6 ways to automate Google Ads with Zapier How to instantly follow up on Google Ads leads with custom notifications Track offline conversions in Google Ads with Zapier Optimize your ads with automation Easily match new leads with the right Google ads Additional Google Ads resources Zapier's Google Ads integration page Google Ads's Help Center Google Ads's API documentation ", "error": null, "slug": "google-ads", "help_title": "How to get started with Google Ads on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496085748877-Add-or-remove-contacts-in-Google-Ads-customer-lists", "final_url": "https://help.zapier.com/hc/en-us/articles/8496085748877-Add-or-remove-contacts-in-Google-Ads-customer-lists", "title": "Add or remove contacts in Google Ads customer lists", "auth_signals": [], "prerequisites": "Prerequisites You must have access to a Google Ads Account that meets the requirements to access Customer Match . Zapier must be added as an approved data partner in your Google Ads account. Add a contact to customer list Select the app and event you want to use as the trigger. This will be the data you send to Google Ads to adjust your customer list. Select the Google Ads app as the action app. In the Event dropdown menu, select Add Contact to Customer List . Click Continue . Log in and select your Google account associated with your Google Ads account. In the Use Google Ads as dropdown menu, select the Google Ads Account you wish to import conversion events into. (Optional) Use the Managed Account dropdown menu, if you want to send all requests to the Manager account. In the Customer List dropdown menu, select the list to add your contact to. In the Customer Identifier dropdown menu, select how to identify your customer: Email Phone number First name, last name, country, and zip code Multiple Identifiers (for advanced users) When adding a contact, you can only set one of the following identifier combinations: Email Phone number First name, last name, country, and zip code.When using the Multiple Identifiers option, you must pass on the values for only one identifier combination. For cases where you expect to receive more than one type of identifier, use a filter or path before your Add Contact to Customer List action. Add your input values from your trigger step to the fiel", "connect_steps": "", "text": "Add or remove contacts in Google Ads customer lists &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Google Ads Add or remove contacts in Google Ads customer lists Updated March 31, 2026 16:18 Managing your Google Ads customer list includes adding new contacts and removing outdated ones. This guide will show you how to carry out these tasks to effectively manage your customer lists. Note Prerequisites You must have access to a Google Ads Account that meets the requirements to access Customer Match . Zapier must be added as an approved data partner in your Google Ads account. Add a contact to customer list Select the app and event you want to use as the trigger. This will be the data you send to Google Ads to adjust your customer list. Select the Google Ads app as the action app. In the Event dropdown menu, select Add Contact to Customer List . Click Continue . Log in and select your Google account associated with your Google Ads account. In the Use Google Ads as dropdown menu, select the Google Ads Account you wish to import conversion events into. (Optional) Use the Managed Account dropdown menu, if you want to send all requests to the Manager account. In the Customer List dropdown menu, select the list to add your contact to. In the Customer Identifier dropdown menu, select how to identify your customer: Email Phone number First name, last name, country, and zip code Multiple Identifiers (for advanced users) When adding a contact, you can only set one of the following identifier combinations: Email Phone number First name, last name, country, and zip code.When using the Multiple Identifiers option, you must pass on the values for only one identifier combination. For cases where you expect to receive more than one type of identifier, use a filter or path before your Add Contact to Customer List action. Add your input values from your trigger step to the field you've selected as your Customer Identifier. Click Continue . Click Test Step . Note It takes 6-12 hours before the customer is populated in your customer list. Remove a contact from customer list Select the app and event you want to use as the trigger. This will be the data you send to Google Ads to adjust your customer list. Select the Google Ads app as the action app. In the Event dropdown menu, select Add Contact to Customer List . Click Continue . Log in and select your Google account associated with your Google Ads account. In the Use Google Ads as dropdown menu, select the Google Ads Account you wish to import conversion events into. (Optional) Use the Managed Account dropdown menu, if you want to send all requests to the Manager account. In the Customer List dropdown menu, select the list to remove your contact from. In the Customer Identifier dropdown menu, select how to identify your customer: Email Phone number First name, last name, country, and zip code Multiple Identifiers (for advanced users) When removing a contact, you can only set one of the following identifier combinations: Email Phone number First name, last name, country, and zip code.When using the Multiple Identifiers option, you must pass on the values for only one identifier combination. For cases where you expect to receive more than one type of identifier, use a filter or path before your Add Contact to Customer List action. Next, you'll need to input values for the fields that show up from info from the app you selected as your trigger in step one. Click Continue . Select Test & Continue . ", "error": null, "slug": "google-ads", "help_title": "Add or remove contacts in Google Ads customer lists"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496018137741-How-to-get-started-with-Squarespace-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496018137741-How-to-get-started-with-Squarespace-Forms-on-Zapier", "title": "How to get started with Squarespace Forms on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Squarespace Forms app on Zapier, you must have: A Squarespace website on Core, Plus, Advanced, Business, Commerce Basic, or Commerce Advanced plan. Admin access to your Squarespace account to generate API keys with Forms permissions. A form block, newsletter block, or cover page form on your Squarespace site (other form types cannot be connected to Zapier). The form must be connected to Zapier storage within Squarespace .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Squarespace Forms How to get started with Squarespace Forms on Zapier Updated August 28, 2025 12:36 Squarespace Forms and Zapier connect to automate your work. You can trigger actions when new form submissions are received and add contacts to email lists or CRMs. Prerequisites To use the Squarespace Forms app on Zapier, you must have: A Squarespace website on Core, Plus, Advanced, Business, Commerce Basic, or Commerce Advanced plan. Admin access to your Squarespace account to generate API keys with Forms permissions. A form block, newsletter block, or cover page form on your Squarespace site (other form types cannot be connected to Zapier). The form must be connected to Zapier storage within Squarespace . Connect Squarespace Forms to Zapier To create an app connection to Squarespace Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Squarespace Forms . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your unique API key from your Squarespace Developer tools panel. The API key must have Forms permissions. Click Yes, Continue to Squarespace Forms . Your Squarespace Forms account is now successfully connected to Zapier. About Squarespace Forms's app", "text": "How to get started with Squarespace Forms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Squarespace Forms How to get started with Squarespace Forms on Zapier Updated August 28, 2025 12:36 Squarespace Forms and Zapier connect to automate your work. You can trigger actions when new form submissions are received and add contacts to email lists or CRMs. Prerequisites To use the Squarespace Forms app on Zapier, you must have: A Squarespace website on Core, Plus, Advanced, Business, Commerce Basic, or Commerce Advanced plan. Admin access to your Squarespace account to generate API keys with Forms permissions. A form block, newsletter block, or cover page form on your Squarespace site (other form types cannot be connected to Zapier). The form must be connected to Zapier storage within Squarespace . Connect Squarespace Forms to Zapier To create an app connection to Squarespace Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Squarespace Forms . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your unique API key from your Squarespace Developer tools panel. The API key must have Forms permissions. Click Yes, Continue to Squarespace Forms . Your Squarespace Forms account is now successfully connected to Zapier. About Squarespace Forms's app Triggers, searches, and actions Triggers New Form Submission - Triggers when form submission is submitted (Instant) Searches No search actions available Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations Only works with form blocks, newsletter blocks, and cover page forms - it's not possible to connect Zapier to other forms on your site. Squarespace does not store form submissions, so Zapier automatically generates example forms for testing purposes. Each form or newsletter block needs at least one Zap per action - you cannot have multiple actions triggered by a single Zap connection. Templates View all of Squarespace Forms's templates . Use cases 5 ways to automate Squarespace with Zapier Your guide to form and survey automation Automatically add leads to your CRM or email marketing platform Additional Squarespace Forms resources Zapier's Squarespace Forms integration page Squarespace Forms's Help Center Squarespace's API documentation ", "error": null, "slug": "squarespace-forms", "help_title": "How to get started with Squarespace Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495971543437-Common-Problems-with-Google-Ads-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495971543437-Common-Problems-with-Google-Ads-on-Zapier", "title": "Common Problems with Google Ads on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Google Ads on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Google Ads Common Problems with Google Ads on Zapier Updated August 13, 2025 11:36 How do I use Customer Identifiers? Customer Identifier is contact information that you want to use to identify your customers in Google Ads. You can search for customers by using one of the following options: Phone Number Email First, last name, country, and zip code Multiple Identifiers (for advanced users) Learn more in our tutorial for adding and removing contacts from customer lists . Why does the task indicate that it ran successfully if I don’t see my customers in my list? It can take 6-8 hours for the customer list to populate with your contact. I'm not seeing my conversion actions show up for offline conversions? Only conversion actions with a source of \"Import from clicks\" are supported with the Offline Conversions action. Which account do I select in the \"Use Google Ads as” field for the Offline Conversion Action? To import conversion data to a single Ad account, select that account from the dropdown menu. To import conversion data to all Ads accounts in the My Client Center, select your MCC . To import conversion data to some Ads account in the My Client Center, you must set up a different action step for each account you want to send data to. Select the MCC. In the Managed Account dialog box, select your child account . Error: This conversion is reported to have happened before the click You are likely receiving this error because Google Ads needs up to 24 hours after the ad click before a conversion can be successfully uploaded. Try adding a delay step of 24 hours to your Zap to ensure all conversions are counted. Error: SoftTimeLimitExceeded() If a Zap run errors and displays a SoftTimeLimitExceeded() warning, this means that the particular Zap run exceeded Google Ads' API requests per minute limit (60 requests per minute). To fix this, you can add a Delay After Queue action step, right after your Zap trigger. This will ensure tasks are spread out and avoid rate-limiting errors. Error: Customer not enabled If you see this error, this means that Zapier can't access your customer account, as it's been deactivated or it's not yet activated (in Draft state) before you can use the Google Ads API. If you've tried activating and reactivating your account and still getting this error, we recommend contacting Google Ads Support to check if your account can use Google Ads API. ", "error": null, "slug": "google-ads", "help_title": "Common Problems with Google Ads on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/30759982131213-Limited-time-offer-Use-Google-Ads-on-Zapier-and-get-free-tasks-for-6-months", "final_url": "https://help.zapier.com/hc/en-us/articles/30759982131213-Limited-time-offer-Use-Google-Ads-on-Zapier-and-get-free-tasks-for-6-months", "title": "Limited-time offer: Use Google Ads on Zapier and get free tasks for 6 months!", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2024 Limited-time offer: Use Google Ads on Zapier and get free tasks for 6 months! Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Do you use Google Ads to manage your online advertising? Zapier is giving your ads a boost by offering you 2,000 free tasks per month for 6 months when you use Google Ads in your Zap workflows! Offer details Eligible Google Ads actions: You can use any of these Google Ads actions for free: Add Contact to Customer List Add Contact to Customer List with Email Send Offline Conversions Free task usage: You’ll get 2,000 free tasks to use with each eligible Google Ads action each month, per user. This means these actions will not count towards your task usage . Eligibility : This offer is available to Zapier users who have not either connected Google Ads to their Zapier account in the last 6 months, or have never connected Google Ads to their Zapier account. This includes users on any Zapier plan, including the free plan. Activation : The offer will be activated automatically when you run your first Zap that contains one of the eligible Google Ads", "text": "Limited-time offer: Use Google Ads on Zapier and get free tasks for 6 months! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2024 Limited-time offer: Use Google Ads on Zapier and get free tasks for 6 months! Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Do you use Google Ads to manage your online advertising? Zapier is giving your ads a boost by offering you 2,000 free tasks per month for 6 months when you use Google Ads in your Zap workflows! Offer details Eligible Google Ads actions: You can use any of these Google Ads actions for free: Add Contact to Customer List Add Contact to Customer List with Email Send Offline Conversions Free task usage: You’ll get 2,000 free tasks to use with each eligible Google Ads action each month, per user. This means these actions will not count towards your task usage . Eligibility : This offer is available to Zapier users who have not either connected Google Ads to their Zapier account in the last 6 months, or have never connected Google Ads to their Zapier account. This includes users on any Zapier plan, including the free plan. Activation : The offer will be activated automatically when you run your first Zap that contains one of the eligible Google Ads actions. All other actions in your Zap workflows are still subject to usage plan limits. Google Ads requirements : Read about Google Ads requirements for Customer Match . This offer will be available to all eligible Zapier users from October 24, 2024 onwards. Learn more about getting started with Google Ads today! Why are only specific Google Ads actions included in the offer? These actions—Customer Match and Offline Conversions—let you tap into your most valuable data to reach the right people at the right time. Using first-party data is the smart way to boost your ad performance across Google’s properties, all while keeping things privacy-friendly. It’s about getting better results with what you already know about your customers. Learn more from Google. If I downgrade my Zapier account during the limited-time offer, what happens to my Zap workflows? Zap workflows that use Google Ads will still be eligible for the offer. All other Zap workflows that do not use Google Ads will be subject to your new plan limits. What happens if I exceed the 2,000 free tasks in a month? Any additional tasks used for Google Ads actions beyond the 2,000 free tasks will count toward your plan’s task usage limits. If you run out of tasks, your Zap workflows will be paused until you either upgrade your plan or the next month begins. Do I need to activate anything to start receiving free tasks? No activation is required. The offer will automatically be applied when you run your first Zap that includes an eligible Google Ads action. What happens to my free tasks if I stop using Google Ads in my Zap workflows? If you stop using Google Ads in your Zap workflows, the free tasks will no longer apply. Only Zap workflows using the eligible Google Ads actions will benefit from the free tasks during the promotional period. What if I upgrade my Zapier plan during the promotion? Your free tasks for Google Ads actions will remain the same (2,000 per month). However, other Zap workflows will follow the task limits of your new plan. Can I track my usage of the free tasks? Yes, you can track how many free tasks you’ve used on the Billing and Usage page. The Google Ads free tasks will be listed separately from your regular task usage. Will the free tasks carry over to the next month if I don’t use them all? No, unused free tasks do not roll over. Each month you’ll receive 2,000 new free tasks for Google Ads actions, and any unused tasks will expire at the end of each month. Can I use the free tasks with multiple Google Ads accounts? Yes, as long as the Zap workflows include the eligible Google Ads actions, you can use the free tasks with multiple Google Ads accounts. ", "error": null, "slug": "google-ads", "help_title": "Limited-time offer: Use Google Ads on Zapier and get free tasks for 6 months!"}
{"url": "https://help.zapier.com/hc/en-us/articles/26967162052493-Changes-impacting-Facebook-Offline-Conversions-users", "final_url": "https://help.zapier.com/hc/en-us/articles/26967162052493-Changes-impacting-Facebook-Offline-Conversions-users", "title": "Changes impacting Facebook Offline Conversions users", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Changes impacting Facebook Offline Conversions users &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 Changes impacting Facebook Offline Conversions users Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Meta has announced that it's deprecating the Offline Conversions API (OCAPI) which the current Facebook Offline Conversions app uses. In addition, Meta will disable the ability to create new offline event sets (OES). Meta anticipates that the OCAPI will be discontinued May 1, 2025. In preparation for this change, Zapier has added support for offline conversions in these two apps: Facebook Conversions Facebook Conversions (for Business admins) Users can switch to these two apps today to prepare for the upcoming changes to the Facebook Offline Conversions app. How this update will affect users Beginning June 4, 2024, you won’t be able to create any new Zap workflows using the Facebook Offline Conversions app. Zap workflows that use the Facebook Offline Conversions app will continue working until May 1, 2025. After this date, these Zap workflows will stop running. To continue using Facebook Offline Conversions, you’ll need to manually update your Zap workflows to use either Facebook Conversion or Facebook Conversions (for Business admins). View all affected Zap workflows that use Facebook Offline Conversions. Guidance on updating your Zap workflows When updating to Facebook Conversions or Facebook Conversions (for Business admins) , you’ll need to use either of these actions: Send Purchase Event Send Other Event When setting up either of these actions, you must select the Action Source dropdown menu as Physical Store to record your offline conversions. In addition, a new required “ Dataset ” field will appear in the Zap editor. To complete this field, Meta recommends: If you already have a pixel dataset for web events, select this dataset to migrate your existing OCAPI. If you have an exclusive offline app via OCAPI and no web events, create a new dataset. Additional Meta resources How to create a dataset in Meta Events Manager About datasets in Meta Events Manager Decide which dataset creation option is right for your business ", "error": null, "slug": "facebook-conversions", "help_title": "Changes impacting Facebook Offline Conversions users"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496043300877-Common-Problems-with-Webflow-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496043300877-Common-Problems-with-Webflow-on-Zapier", "title": "Common Problems with Webflow on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Webflow on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Webflow Common Problems with Webflow on Zapier Updated March 05, 2026 13:11 I'm getting 400 or 404 errors This is likely because you renamed your site/form and the slugs/names are different. To fix this, reselect the forms/sites in your trigger and try again. My Zap is not triggering anymore Depending on your Webflow plan, there's a limit to the number of webhook requests. If you reach this limit, the Zap will no longer be triggered. Check your plan at Webflow for details. My Webflow forms are not showing up For the Form Submission Trigger, Form Name doesn't show up, looking like this: If your Webflow forms are not showing up when setting up the New Form Submission trigger, you need to publish the form on the site and submit an entry. On Webflow, you can tell it's published due to the rocket icon being green. You can check for submissions by clicking here in the Dashboard: ", "error": null, "slug": "webflow", "help_title": "Common Problems with Webflow on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496043264653-How-to-get-started-with-Webflow-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496043264653-How-to-get-started-with-Webflow-on-Zapier", "title": "How to get started with Webflow on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Webflow app on Zapier, you must have: An active Webflow account (free Starter plan or any paid site plan). For form submission", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Webflow How to get started with Webflow on Zapier Updated September 02, 2025 11:22 Webflow and Zapier connect to automate your website workflows. You can trigger actions when forms are submitted and create or update CMS items. Prerequisites To use the Webflow app on Zapier, you must have: An active Webflow account (free Starter plan or any paid site plan). For form submission triggers : At least one form submission must have been received through your Webflow form before connecting to Zapier (you can submit a test submission if needed). To use CMS collections and items, you'll need a CMS site plan ($23/month or higher) to access CMS Collections and API functionality. For file upload backup workflows: Login security for uploaded files must be disabled in Site settings Forms \"Restrict uploaded file access\" set to off. Connect Webflow to Zapier To create an app connection to Webflow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Webflow . Click Add connection . A new browser tab or window will open. Log into Webflow to authenticate. Grant Zapier permission to access your account if prompted to. Your Webflow account is now successfully connected to Zapier. About Webflow's app Triggers, searches, and actions Triggers New Form Submission (Instant) - Triggers when a new form submission occurs New Order (Instant) - Triggers when a new order is placed Updated Order (Instant) - Triggers when an order is updated New Comment (Instant) - Triggers when a new comment is created New Resolved Comment Thread (Polling) - Triggers when a comment thread is resolved Searches Find Item - Find an Item in a Collection Find Live Item - Find a Live Item in a Collection Actions Create Live Item - Adds a new item to a given collection on your published site Update Item - Updates an item Update Order - Updates an order Create Item - Adds a new item to a given collection Fulfill Order - Fulfills an order Update Live Item - Updates a live item API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations API rate limits apply . Webflow enforces rate limits based on your site plan - Starter and Basic plans are limited to 60 requests per minute, while CMS, eCommerce, and Business plans allow 120 requests per minute. Exceedin", "text": "How to get started with Webflow on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Webflow How to get started with Webflow on Zapier Updated September 02, 2025 11:22 Webflow and Zapier connect to automate your website workflows. You can trigger actions when forms are submitted and create or update CMS items. Prerequisites To use the Webflow app on Zapier, you must have: An active Webflow account (free Starter plan or any paid site plan). For form submission triggers : At least one form submission must have been received through your Webflow form before connecting to Zapier (you can submit a test submission if needed). To use CMS collections and items, you'll need a CMS site plan ($23/month or higher) to access CMS Collections and API functionality. For file upload backup workflows: Login security for uploaded files must be disabled in Site settings Forms \"Restrict uploaded file access\" set to off. Connect Webflow to Zapier To create an app connection to Webflow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Webflow . Click Add connection . A new browser tab or window will open. Log into Webflow to authenticate. Grant Zapier permission to access your account if prompted to. Your Webflow account is now successfully connected to Zapier. About Webflow's app Triggers, searches, and actions Triggers New Form Submission (Instant) - Triggers when a new form submission occurs New Order (Instant) - Triggers when a new order is placed Updated Order (Instant) - Triggers when an order is updated New Comment (Instant) - Triggers when a new comment is created New Resolved Comment Thread (Polling) - Triggers when a comment thread is resolved Searches Find Item - Find an Item in a Collection Find Live Item - Find a Live Item in a Collection Actions Create Live Item - Adds a new item to a given collection on your published site Update Item - Updates an item Update Order - Updates an order Create Item - Adds a new item to a given collection Fulfill Order - Fulfills an order Update Live Item - Updates a live item API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations API rate limits apply . Webflow enforces rate limits based on your site plan - Starter and Basic plans are limited to 60 requests per minute, while CMS, eCommerce, and Business plans allow 120 requests per minute. Exceeding these limits results in HTTP 429 errors. Webflow CMS is limited to a maximum of 10,000 items per site across all collections, and this limit cannot be increased. CMS reference and multi-reference fields cannot be mapped to Zapier fields when creating or updating CMS items. Video links sent to the CMS via API (including Zapier) will not render immediately. You need to manually open the Collection item, click into the video field, and click out for the video preview to load. Templates View all of Webflow's templates . Use cases 5 popular Webflow integration ideas How to easily send Webflow form responses to Google Sheets Additional Webflow resources Zapier's Webflow integration page Webflow's Help Center Webflow's API documentation ", "error": null, "slug": "webflow", "help_title": "How to get started with Webflow on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496085415949-How-to-get-started-with-Facebook-Conversions-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496085415949-How-to-get-started-with-Facebook-Conversions-on-Zapier", "title": "How to get started with Facebook Conversions on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Facebook Conversions app on Zapier, you must have: A Facebook Business Manager account. You must have full control access for the business asset access associated with the ad account and Facebook page. To record conversion events for a Meta Pixel, you must add Zapier as a Partner.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Conversions How to get started with Facebook Conversions on Zapier Updated August 12, 2025 13:37 Facebook Conversions and Zapier help you send important event data to Facebook. Using a trigger from another app, you can automatically send a purchase, lead, or other conversion events to improve your ad targeting. Prerequisites To use the Facebook Conversions app on Zapier, you must have: A Facebook Business Manager account. You must have full control access for the business asset access associated with the ad account and Facebook page. To record conversion events for a Meta Pixel, you must add Zapier as a Partner. Connect Facebook Conversions to Zapier To create an app connection to Facebook Conversions on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Conversions . Click Add connection . A new browser tab or window will open. Log into Facebook Conversions to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Conversions account is now successfully connected to Zapier. About Facebook Conversions's app", "text": "How to get started with Facebook Conversions on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Conversions How to get started with Facebook Conversions on Zapier Updated August 12, 2025 13:37 Facebook Conversions and Zapier help you send important event data to Facebook. Using a trigger from another app, you can automatically send a purchase, lead, or other conversion events to improve your ad targeting. Prerequisites To use the Facebook Conversions app on Zapier, you must have: A Facebook Business Manager account. You must have full control access for the business asset access associated with the ad account and Facebook page. To record conversion events for a Meta Pixel, you must add Zapier as a Partner. Connect Facebook Conversions to Zapier To create an app connection to Facebook Conversions on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Conversions . Click Add connection . A new browser tab or window will open. Log into Facebook Conversions to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Conversions account is now successfully connected to Zapier. About Facebook Conversions's app Triggers, searches, and actions Triggers No triggers available for Facebook Conversions Searches No searches available for Facebook Conversions Actions Send Funnel Event - Publish lead updates from your funnel. Send Other Event - Publish other events to Conversions API Send Lead Event - Publish lead events to Conversions API Send Purchase Event - Publish purchase events to Conversions API Limitations The Send Funnel Event action will only convert an existing lead that has been in the system for 90 days or less, as Facebook automatically expires leads after 90 days. Learn more about Facebook Conversions's usage limits . Templates View all of Facebook Conversions's templates . Use cases 5 ways to automate Facebook's Conversion API tool Improve your ad targeting with Facebook Conversions (for Business admins) Your guide to Facebook automation How to analyze Facebook and LinkedIn campaign performance with AI-powered agents Additional Facebook Conversions resources Zapier's Facebook Conversions integration page Facebook Conversions's Zapier integration guide Facebook Conversions's API documentation ", "error": null, "slug": "facebook-conversions", "help_title": "How to get started with Facebook Conversions on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/37500885530893-Limited-time-offer-100-000-free-Facebook-Conversions-tasks-per-month-for-6-months", "final_url": "https://help.zapier.com/hc/en-us/articles/37500885530893-Limited-time-offer-100-000-free-Facebook-Conversions-tasks-per-month-for-6-months", "title": "Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2025 Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months Updated May 29, 2026 18:16 Get 100,000 free Send Funnel Event tasks every month for six months when you use Facebook Conversions. Offer details How to redeem this offer : This offer is available when you use the Send Funnel Event action with the following apps: Facebook Conversions . Facebook Conversions (for Business admins) . Free task usage : 100,000 free tasks/month applied only to Send Funnel Event → Facebook Conversions steps This means these actions will not count towards your task usage . Other steps (Slack, CRM updates, emails, etc.) still count against your normal task allowance. Eligibility: This offer is available to: It's available for all Zapier users on any plan, except for Accounts that have sent a Send Funnel Event Action in the past 90 days. Activation : The offer will be activated automatically when you run your first Zap that contains the Send Funnel Event Facebook Conversions action. No further setup or opt-in required. All other actions in your Zap workflows are still subject to usage plan limits. Offer period: Starts: July 23, 2025. Duration: Six calendar months from your first eligible Send Funnel Event run. Rollover: Unused free tasks do not roll over—each month you’ll get a fresh 100,000-task credit. FAQs Are there any other Facebook Conversion actions included in the offer? Are there any other Facebook Conversion actions included in the offer? This offer is specifically focused on the Send Funnel Event action. Meta recommends sending lead and conversion data straight from your CRM into Facebook for lead-generation advertisers to ensure accurate measurement and attribution. The Send Funnel Event action makes that workflow seamless—and now you can run up to 100,000 of those steps per month for free , for six months. If I downgrade my Zapier account during the limited-time offer, what happens to my Zap workflows? If I downgrade my Zapier account during the limited-time offer, what happens to my Zap workflows? Zap workflows that use Facebook Conversions will still be eligible for the offer. All other Zap workflows that do not use Facebook Conversions will be subject to your new plan limits. What happens if I exceed the 100,000 free tasks in a month? What happens if I exceed the 100,000 free tasks in a month? Any additional tasks used for Facebook Conversions actions beyond the 100,000 free tasks will count toward your plan’s task usage limits. If you run out of tasks, your Zap workflows will be paused until you either upgrade your plan or the next month begins. Do I need to activate anything to start receiving free tasks? Do I need to activate anything to start receiving free tasks? No activation is required. The offer will automatically be applied when you run your first Zap that includes an eligible Facebook Conversions action. What happens to my free tasks if I stop using Facebook Conversions in my Zap workflows? What happens to my free tasks if I stop using Facebook Conversions in my Zap workflows? If you stop using Facebook Conversions in your Zap workflows, the free tasks will no longer apply. Only Zap workflows using the eligible Facebook Conversions actions will benefit from the free tasks during the promotional period. What if I upgrade my Zapier plan during the promotion? What if I upgrade my Zapier plan during the promotion? Your free tasks for Facebook Conversions actions will remain the same (100,000 per month). However, other Zap workflows will follow the task limits of your new plan. Can I track my usage of the free tasks? Can I track my usage of the free tasks? Yes, you can track how many free tasks you’ve used on the Billing and Usage page. The Facebook Conversions free tasks will be listed separately from your regular task usage. Will the free tasks carry over to the next month if I don't use them all? Will the free tasks carry over to the next month if I don’t use them all? No, unused free tasks do not roll over. Each month you’ll receive 100,000 new free tasks for Facebook Conversions actions, and any unused tasks will expire at the end of each month. Can I use the free tasks with multiple Facebook Conversion accounts? Can I use the free tasks with multiple Facebook Conversions accounts? Yes, as long as the Zap workflows include the eligible Facebook Conversions actions, you can use the free tasks with multiple app connections to different Facebook Conversions accounts. ", "error": null, "slug": "facebook-conversions", "help_title": "Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496104661517-Send-CRM-funnel-events-to-Facebook-Conversions", "final_url": "https://help.zapier.com/hc/en-us/articles/8496104661517-Send-CRM-funnel-events-to-Facebook-Conversions", "title": "Send CRM funnel events to Facebook Conversions", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Send CRM funnel events to Facebook Conversions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Conversions Send CRM funnel events to Facebook Conversions Updated May 29, 2026 18:13 You can use Facebook Conversions to receive funnel events in your CRM. Set up your CRM trigger Set up your Zap trigger . Select a trigger for when: New leads are added to your CRM. Lead statuses change. Note Depending on the trigger events available for your CRM, this may require using two separate Zap workflows. Set up your Facebook Conversions Send Funnel Event action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for or select Facebook Conversions . Click the Action event dropdown menu and select Send Funnel Event . Finish setting up your action . ", "error": null, "slug": "facebook-conversions", "help_title": "Send CRM funnel events to Facebook Conversions"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496055479181-How-to-set-up-your-Google-Ads-New-Lead-Form-Entry-trigger", "final_url": "https://help.zapier.com/hc/en-us/articles/8496055479181-How-to-set-up-your-Google-Ads-New-Lead-Form-Entry-trigger", "title": "How to set up your Google Ads New Lead Form Entry trigger", "auth_signals": [], "prerequisites": "Prerequisites Access to your Google Ads Account Create a lead form extension in Google Ads You can only set up one Zap to run per lead form. If you have multiple lead forms, you’ll need to create a Zap for each. How to add a new lead form entry into Google Ads Click the Trigger step. Search for and select Google Ads . Sign in to Google Ads or select your connected account. Click the Event dropdown menu and select New Lead Form Entry . Click Continue . In the Use Google Ads As dropdown menu, select your Google Ads account. Optional: If you’ve selected a Manager account in the Use Google Ads As… field, the Managed Account dropdown menu will appear. If your lead form is in the Manager account selected, leave this field blank. If not, please select the sub account that contains the lead form. In the Lead Form dropdown menu, select the Lead Form you wish your Zap to trigger on. Note only one form can be selected per Zap. Tip If you don’t see your lead form in the dropdown menu, make sure it’s been saved in Google Ads. Click Continue . Click Test trigger to test the connection. Note It’s expected behavior for your trigger test to only return the sample data.", "connect_steps": "", "text": "How to set up your Google Ads New Lead Form Entry trigger &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Google Ads How to set up your Google Ads New Lead Form Entry trigger Updated July 27, 2023 11:59 Prerequisites Access to your Google Ads Account Create a lead form extension in Google Ads You can only set up one Zap to run per lead form. If you have multiple lead forms, you’ll need to create a Zap for each. How to add a new lead form entry into Google Ads Click the Trigger step. Search for and select Google Ads . Sign in to Google Ads or select your connected account. Click the Event dropdown menu and select New Lead Form Entry . Click Continue . In the Use Google Ads As dropdown menu, select your Google Ads account. Optional: If you’ve selected a Manager account in the Use Google Ads As… field, the Managed Account dropdown menu will appear. If your lead form is in the Manager account selected, leave this field blank. If not, please select the sub account that contains the lead form. In the Lead Form dropdown menu, select the Lead Form you wish your Zap to trigger on. Note only one form can be selected per Zap. Tip If you don’t see your lead form in the dropdown menu, make sure it’s been saved in Google Ads. Click Continue . Click Test trigger to test the connection. Note It’s expected behavior for your trigger test to only return the sample data. ", "error": null, "slug": "google-ads", "help_title": "How to set up your Google Ads New Lead Form Entry trigger"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496029352973-How-to-get-started-with-Microsoft-Excel-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496029352973-How-to-get-started-with-Microsoft-Excel-on-Zapier", "title": "How to get started with Microsoft Excel on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft Excel app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid account . Sufficient permissions to view information from spreadsheets and make changes to them within your Microsoft account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft Excel How to get started with Microsoft Excel on Zapier Updated May 29, 2026 18:14 Microsoft Excel and Zapier connect to automate your spreadsheet work. You can trigger actions when new rows are added and create or update rows in worksheets. Prerequisites To use the Microsoft Excel app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid account . Sufficient permissions to view information from spreadsheets and make changes to them within your Microsoft account. Connect Microsoft Excel to Zapier To create an app connection to Microsoft Excel on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Excel . Click Add connection . A new browser tab or window will open. Log into Microsoft Excel to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Excel account is now successfully connected to Zapier. About Microsoft Excel's app", "text": "How to get started with Microsoft Excel on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft Excel How to get started with Microsoft Excel on Zapier Updated May 29, 2026 18:14 Microsoft Excel and Zapier connect to automate your spreadsheet work. You can trigger actions when new rows are added and create or update rows in worksheets. Prerequisites To use the Microsoft Excel app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid account . Sufficient permissions to view information from spreadsheets and make changes to them within your Microsoft account. Connect Microsoft Excel to Zapier To create an app connection to Microsoft Excel on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Excel . Click Add connection . A new browser tab or window will open. Log into Microsoft Excel to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Excel account is now successfully connected to Zapier. About Microsoft Excel's app Triggers, searches, and actions Triggers New Row (Polling) - Triggers when a new row is added to a worksheet in a spreadsheet. New Worksheet (Polling) - Triggers when a new worksheet is added to a spreadsheet. New Row in Table (Polling) - Triggers when a new row is added to a table in a spreadsheet. Updated Row (Polling) - Triggers when a row is added or updated in a worksheet. Searches Find Row - Finds a row by a column and value. Returns the entire row if one is found. Get Cells in Range - Returns the contents of a range of cells. Get Row by ID - Returns the content of a row based on its ID. Get Worksheet by ID - Returns a worksheet metadata based on its ID. Find or Create Row - Finds or creates a specific find row. Find or Create Worksheet - Finds or creates a worksheet by name. Actions Add Row - Adds a new row to the end of a worksheet. Add Row(s) - Adds one or more rows to the end of a worksheet (with line item support). Add Row to Table - Adds a new row to the end of a specific table. Clear Cells by Range - Clears the contents and/or formatting of a range of cells. Clear Column by Index - Clears the contents and/or formatting of a column by index. Create Spreadsheet - Creates a new spreadsheet. Create Workbook - Creates a new workbook. Create Worksheet - Creates a new worksheet in an existing workbook. Delete Worksheet - Deletes a worksheet. Rename Worksheet - Renames a worksheet. Update Row - Updates a row in a specific worksheet. Limitations Only OneDrive for Business accounts are supported. Personal Outlook accounts are not compatible. You can only use cloud-hosted Excel files only (not local files) with the . Files with .xls extension will not work. Only Microsoft Excel online (accessible via a browser) is supported. Desktop Excel is not compatible. Custom values for Spreadsheet or Worksheet ID are not supported. You must select from the provided dropdown menu. Triggers will show only a maximum of 3 test records. Microsoft Excel has formatting requirements: For columns to be visible in your triggers and actions, your workbooks must include headers in the first row and content in the second row. Blank rows between rows with values are not allowed. Zap workflows will break if you delete rows/columns, add rows anywhere other than the bottom, sort sheets, rename columns/workbooks/sheets, or use frozen/hidden/protected columns or rows while the Zap is running. Learn more in Work with Microsoft Excel in Zap workflows Update actions overwrite existing data rather than appending to it. Templates View all of Microsoft Excel's templates . Use cases 5 ways to automate Microsoft Excel How to automatically copy rows between Excel spreadsheets 7 ways to automate spreadsheets 6 ways to automate Microsoft Office 365 Additional Microsoft Excel resources Zapier's Microsoft Excel integration page Microsoft Excel's Help Center Microsoft Excel's API documentation ", "error": null, "slug": "excel", "help_title": "How to get started with Microsoft Excel on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496044256909-Work-with-Microsoft-Excel-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496044256909-Work-with-Microsoft-Excel-in-Zap-workflows", "title": "Work with Microsoft Excel in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Work with Microsoft Excel in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft Excel Work with Microsoft Excel in Zap workflows Updated May 29, 2026 18:14 In order to Microsoft Excel, you must follow several rules to use your workbook in your Zap workflows. Workbook formatting Any workbook you use in your Zap must: Include headers in the first row. Clearly label each column with a descriptive name in the first row. This will tell Zapier where to send or receive data from. The second row must have content for any columns you want to be able to see in your Zap. Avoid blank rows between rows that contain values . If you're trying to use a Zap to add new rows to your spreadsheet, it will always add rows after the last row with values. Similarly, rows with formulas, but no visible values are not considered empty. Workbook updates and maintenance If you update your workbook while your Zap is turned on, your Zap may error or you may see unexpected behaviors . The connection between Zapier and your workbook will break if you: Delete existing rows and/or columns. Adding rows anywhere other than to the bottom of your sheet. Sorting your sheet. Rename, add, or rearrange columns. Rename your workbook or sheet. Frozen, hidden or protected columns or rows. If you need to update your workbook, first: Go to the Zap workflows page and turn off any Zap workflows connected to your spreadsheet. Update your spreadsheet. Unfreeze, unhide or unprotect columns or rows. Re-test the Microsoft Excel triggers or actions in any connected Zap workflows. You may need to remap fields . Publish your Zap. You must repeat this process every time you or a teammate updates the workbook. ", "error": null, "slug": "excel", "help_title": "Work with Microsoft Excel in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496054576909-How-to-set-up-Google-Ads-Send-Offline-Conversion-action", "final_url": "https://help.zapier.com/hc/en-us/articles/8496054576909-How-to-set-up-Google-Ads-Send-Offline-Conversion-action", "title": "How to set up Google Ads' Send Offline Conversion action", "auth_signals": [], "prerequisites": "Prerequisites Access to your Google Ads Account . Set up enhanced conversions for leads with Google tag in Google Ads. The name of your conversion action(s) as defined in Google Ads’ Conversions page. Only “Import from Click” conversion actions are supported . The Google Click ID (GCLID) must be available in your trigger or action steps before adding your Send Offline Conversion action. 1. Setup a Send Offline Conversion action step In the Zap editor, click the Action step or the plus + icon to add an action to your Zap. Search for and select Google Ads. Click the Event dropdown menu and select your Send Offline Conversion . Click Continue . Click the Use Google Ads as.. . dropdown menu and select the Google Ads Manager Account you want to import your conversion events into . If you haven't linked your Google Ads account, follow these instructions . (Optional) Leave the Managed Account dropdown menu blank to send all requests to the Google Ads Manager Account above. To send all requests to an alternative Google Ads Manager Account, click Managed Account dropdown menu and select a Google Ads Manager Account . Select the Conversion User Identifier Source from the dropdown menu. You can choose either the Google Click ID (GCLID) , Email address , or Phone number . Note that Email address or Phone Number can only be selected if you've opted in for enhanced conversions . In the Google Click ID (GCLID) field, add a GCLID. Select the Conversion Action from the dropdown menu. In the T", "connect_steps": "", "text": "How to set up Google Ads&#39; Send Offline Conversion action &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Google Ads How to set up Google Ads&#39; Send Offline Conversion action Updated May 14, 2026 10:22 This tutorial will explain how to set up your Google Ads Send Offline Conversion action. Prerequisites Access to your Google Ads Account . Set up enhanced conversions for leads with Google tag in Google Ads. The name of your conversion action(s) as defined in Google Ads’ Conversions page. Only “Import from Click” conversion actions are supported . The Google Click ID (GCLID) must be available in your trigger or action steps before adding your Send Offline Conversion action. 1. Setup a Send Offline Conversion action step In the Zap editor, click the Action step or the plus + icon to add an action to your Zap. Search for and select Google Ads. Click the Event dropdown menu and select your Send Offline Conversion . Click Continue . Click the Use Google Ads as.. . dropdown menu and select the Google Ads Manager Account you want to import your conversion events into . If you haven't linked your Google Ads account, follow these instructions . (Optional) Leave the Managed Account dropdown menu blank to send all requests to the Google Ads Manager Account above. To send all requests to an alternative Google Ads Manager Account, click Managed Account dropdown menu and select a Google Ads Manager Account . Select the Conversion User Identifier Source from the dropdown menu. You can choose either the Google Click ID (GCLID) , Email address , or Phone number . Note that Email address or Phone Number can only be selected if you've opted in for enhanced conversions . In the Google Click ID (GCLID) field, add a GCLID. Select the Conversion Action from the dropdown menu. In the Timestamp field, add the time the conversion occurred. If your previous step does not include a date, you can input {{zap_meta_human_now}} into the field to automatically insert the time your Zap runs as the timestamp. (Optional) In the Value field, add the value in decimal format . (Optional) In the Currency field, add the currency in ISO 4217 currency code format . Click Continue . Tip Add a filter before your Send Offline Conversion action step to ensure the addition of only conversions from Google Ads. Set a condition to continue if a GCLID exists because creating an offline conversion requires a GCLID. If the conversion event you're tracking can happen within 24 hours from when someone clicks the ad, add a Delay For action step . This step should precede your Send Offline Conversion action step. 2. Test a Send Offline Conversion action step Click Test action . Next, you can review your test. When the test completes, you will see one of two things: Success when your sample data had a GCLID: A green banner and a notification that a test event was sent. Success when your sample data did not have a GCLID : A red banner saying, the GCLID is missing. This is because the sample record didn't contain a GCLID. However, we would still consider this a success since we shouldn’t upload conversions without a GCLID. Once you’ve set up your Send Offline Conversion action, you can either: Add another action step. Turn your Zap on by clicking Publish Zap . ", "error": null, "slug": "google-ads", "help_title": "How to set up Google Ads' Send Offline Conversion action"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495980806669-Finding-Updating-Rows-in-Microsoft-Excel", "final_url": "https://help.zapier.com/hc/en-us/articles/8495980806669-Finding-Updating-Rows-in-Microsoft-Excel", "title": "Finding/Updating Rows in Microsoft Excel", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Finding/Updating Rows in Microsoft Excel &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft Excel Finding/Updating Rows in Microsoft Excel Updated February 05, 2024 17:24 If you’re looking to update a row in Microsoft Excel, you will need to first insert a search action to find the row ID. Updating a row will not work without adding this step first unless you plan on updating the exact same row every time the trigger fires. Let's walk through how to do this. Finding Rows The first step here is to create a Zap and select your trigger app. For this example, let’s create a Zap that uses MailChimp as the trigger that will update a sheet when a new subscriber is added. This way, we can keep an up to date sheet of contact information in an Excel Spreadsheet. After setting up the trigger step, you’ll want to add a new step for Excel and choose the \"Find or Create Row,” action. The “Lookup Value” field tells the Zap which data we are going to use from the trigger step to perform the search. For this example, we'll pick “Email\" because we want to conduct a search using the email address of the subscriber who was added/updated on your MailChimp list. In the “Lookup Column\" section, you’ll need to choose which column you want to search by in the drop-down menu. In this case, we'll want to pick the “Email Address” column because we want to check if the email addresses of the MailChimp subscribers match any of the email addresses in the “Email Address\" column of our Excel Spreadsheet. The idea here is that we want to use a value to scan through the spreadsheet with to see if any rows have a matching a matching value. If there is a match, the step will be successful and the Zap will move onto the next action step, with the ability to use data from the row that was found. Note: If there are multiple matches, the Zap will return the first row it finds. You'll finish up Step 2 by testing it to find a matching row. If the row likely won’t exist yet, you can check the \"Create Excel Row if it doesn't exist yet?” box and then tell the Zap how the row should be created. Updating Rows Now that the Zap has found your row, you’ll want to use the row ID that was returned to dynamically update records. You’ll want to click on the “Add a step” button to create another step in your Zap. For this next step, you’ll want to again, choose Excel as your app, but this time, choose \"Update Row\" as the action. In this step, you’ll want to choose the same Folder, Spreadsheet, and Worksheet as your previous step. When you get to the “Row ID” field, you will want to choose the row number or ID from the list of options returned from your “Find or Create Row” step. This will allow you to dynamically update rows in your spreadsheet because of the previously added search step. Under that field, you will want to be sure to fill out any and all fields you wanted to update in your spreadsheet, using the data from your trigger step. The last steps here then are to test your Zap, make sure the row was updated in your spreadsheet, and turn on your Zap. ", "error": null, "slug": "excel", "help_title": "Finding/Updating Rows in Microsoft Excel"}
{"url": "https://help.zapier.com/hc/en-us/articles/43583646587021-Common-problems-with-Telegram-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/43583646587021-Common-problems-with-Telegram-on-Zapier", "title": "Common problems with Telegram on Zapier", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Telegram Common problems with Telegram on Zapier Updated May 29, 2026 18:13 I cannot retrieve test records when my Zap is on When your Zap with a Telegram New Message trigger is on, you may not be able to pull in new sample data or test records in the Zap editor, even though your bot is connected and set up for outgoing webhooks. Cause When the Zap is on, the webhook is registered with Telegram and messages are sent to that webhook. In this state, the Zap editor cannot fetch test records the usual way. How to fix it Use a previous Zap run as your test record . If the Zap is on and receiving messages, Zap history has the data from real runs. Use a run from history to map fields or test later steps. If you need newer test records in the Zap editor: Turn the Zap off (this deregisters the webhook so the editor can request test records). In Telegram, send a new message to your bot. In Zapier, click the Telegram trigger step, then the Test tab. Click Find new records . After new records appear, turn the Zap on again. Only one of my Zap workflows receives Telegram messages You have more than one Zap using the same Telegram bot with a New Message trigger, but only one Zap receives the messages. Cause Each Telegram bot has a single webhook URL. When you connect the same bot to another Zap or register a new webhook, Telegram replaces the previous URL. Only one Zap can receive events from that bot at a time. How to fix it Create a separate bot for each Zap that must receive Telegram messages. Use BotFather to create a new bot and get its token. Connect the new bot to Zapier for that Zap. Each bot can only be connected to one Zap with a New Message trigger at a time. Still need help? If this article did not fix the issue, you can: Read Get help and support with Zapier for more ways to get help. Ask in the Zapier Community . Other Zapier users may have run into the same problem. Contact Zapier Support . Support can look at your account and help find a solution.", "text": "Common problems with Telegram on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Telegram Common problems with Telegram on Zapier Updated May 29, 2026 18:13 I cannot retrieve test records when my Zap is on When your Zap with a Telegram New Message trigger is on, you may not be able to pull in new sample data or test records in the Zap editor, even though your bot is connected and set up for outgoing webhooks. Cause When the Zap is on, the webhook is registered with Telegram and messages are sent to that webhook. In this state, the Zap editor cannot fetch test records the usual way. How to fix it Use a previous Zap run as your test record . If the Zap is on and receiving messages, Zap history has the data from real runs. Use a run from history to map fields or test later steps. If you need newer test records in the Zap editor: Turn the Zap off (this deregisters the webhook so the editor can request test records). In Telegram, send a new message to your bot. In Zapier, click the Telegram trigger step, then the Test tab. Click Find new records . After new records appear, turn the Zap on again. Only one of my Zap workflows receives Telegram messages You have more than one Zap using the same Telegram bot with a New Message trigger, but only one Zap receives the messages. Cause Each Telegram bot has a single webhook URL. When you connect the same bot to another Zap or register a new webhook, Telegram replaces the previous URL. Only one Zap can receive events from that bot at a time. How to fix it Create a separate bot for each Zap that must receive Telegram messages. Use BotFather to create a new bot and get its token. Connect the new bot to Zapier for that Zap. Each bot can only be connected to one Zap with a New Message trigger at a time. Still need help? If this article did not fix the issue, you can: Read Get help and support with Zapier for more ways to get help. Ask in the Zapier Community . Other Zapier users may have run into the same problem. Contact Zapier Support . Support can look at your account and help find a solution. ", "error": null, "slug": "telegram", "help_title": "Common problems with Telegram on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496044350733-Common-Problems-with-Microsoft-Excel", "final_url": "https://help.zapier.com/hc/en-us/articles/8496044350733-Common-Problems-with-Microsoft-Excel", "title": "Common Problems with Microsoft Excel", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft Excel Common Problems with Microsoft Excel Updated May 29, 2026 18:14 I'm not able to connect my Microsoft Excel account? We only support OneDrive for business right now - as the Excel API comes out of beta status we expect to support any version of Excel online. Personal Outlook accounts do not work unfortunately! Can I connect to MicrosoftExcel on my Desktop computer? Unfortunately no - we only work with Microsoft Excel online (accessible from browsers) right now - and only OneDrive for Business accounts as well. My Microsoft Excel Spreadsheet isn't available in the dropdown Make sure your file has an .xlsx extension. Files with the .xls extension will not work. I have multiple folders in my OneDrive account but when I go to set up my trigger/action I don't see any of them in the \"Folder\" dropdown. If you have a bunch of files in your root folder, the Zap workflows tend to get those first in the response data when we're trying to populate this dropdown, with subfolders coming later. To surface those folders, click the Check & Reload button until it says there are no more results. After a click or two, the folders should start showing up. Errors when using custom values for Spreadsheet or Worksheet ID When wanting to dynamically update either Add Row or Update Row action steps to create/update rows on different sheets or worksheets based on information from a previous step, it's currently not possible to do. By selecting a custom value for a Microsoft Excel Spreadsheet or Worksheet this will result in an error code, where the spreadsheet cannot be found. The only way to update Microsoft Excel data is to select the spreadsheet or worksheet from the dropdown in your Zap. This is currently an existing feature request, should you want to be notified if we are able to bring this feature to Zapier contact our Support team ! I can't pull in new sample data on my trigger With the Microsoft Excel integration, you can only pull in a maximum of 3 samples.", "text": "Common Problems with Microsoft Excel &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft Excel Common Problems with Microsoft Excel Updated May 29, 2026 18:14 I'm not able to connect my Microsoft Excel account? We only support OneDrive for business right now - as the Excel API comes out of beta status we expect to support any version of Excel online. Personal Outlook accounts do not work unfortunately! Can I connect to MicrosoftExcel on my Desktop computer? Unfortunately no - we only work with Microsoft Excel online (accessible from browsers) right now - and only OneDrive for Business accounts as well. My Microsoft Excel Spreadsheet isn't available in the dropdown Make sure your file has an .xlsx extension. Files with the .xls extension will not work. I have multiple folders in my OneDrive account but when I go to set up my trigger/action I don't see any of them in the \"Folder\" dropdown. If you have a bunch of files in your root folder, the Zap workflows tend to get those first in the response data when we're trying to populate this dropdown, with subfolders coming later. To surface those folders, click the Check & Reload button until it says there are no more results. After a click or two, the folders should start showing up. Errors when using custom values for Spreadsheet or Worksheet ID When wanting to dynamically update either Add Row or Update Row action steps to create/update rows on different sheets or worksheets based on information from a previous step, it's currently not possible to do. By selecting a custom value for a Microsoft Excel Spreadsheet or Worksheet this will result in an error code, where the spreadsheet cannot be found. The only way to update Microsoft Excel data is to select the spreadsheet or worksheet from the dropdown in your Zap. This is currently an existing feature request, should you want to be notified if we are able to bring this feature to Zapier contact our Support team ! I can't pull in new sample data on my trigger With the Microsoft Excel integration, you can only pull in a maximum of 3 samples. ", "error": null, "slug": "excel", "help_title": "Common Problems with Microsoft Excel"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495914652045-How-to-get-started-with-Asana-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495914652045-How-to-get-started-with-Asana-on-Zapier", "title": "How to get started with Asana on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Asana app on Zapier, you must have: An active Asana account (free Personal plan or any paid plan). App management permissions to access Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Asana How to get started with Asana on Zapier Updated August 14, 2025 10:35 Asana and Zapier connect to automate your project work. You can trigger actions when tasks are created or completed and create new tasks or projects. Prerequisites To use the Asana app on Zapier, you must have: An active Asana account (free Personal plan or any paid plan). App management permissions to access Zapier. Connect Asana to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Asana . Click Add connection . A new browser tab or window will open. Log into Asana to authenticate. Grant Zapier permission to access your account if prompted to. Your Asana account is now successfully connected to Zapier. About Asana's app", "text": "How to get started with Asana on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Asana How to get started with Asana on Zapier Updated August 14, 2025 10:35 Asana and Zapier connect to automate your project work. You can trigger actions when tasks are created or completed and create new tasks or projects. Prerequisites To use the Asana app on Zapier, you must have: An active Asana account (free Personal plan or any paid plan). App management permissions to access Zapier. Connect Asana to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Asana . Click Add connection . A new browser tab or window will open. Log into Asana to authenticate. Grant Zapier permission to access your account if prompted to. Your Asana account is now successfully connected to Zapier. About Asana's app Triggers, searches, and actions Triggers Completed Task (Polling) - Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks. New Comment on a Task (Instant) - Triggers when a new Comment is added to a Task in Asana. New Story (Polling) - Triggered when you add a new story. New Subtask (Instant) - Triggered when you add a new subtask. New Attachment Added to Task (Instant) - Triggers when an attachment is added to a task. Tag Added to Task (Instant) - Triggered when a Tag is added to a Task. Updated Task (Instant) - Triggered when a Task is updated in a Project. New Workspace/Organization (Polling) - Triggered when you add a new workspace/organization. New Task (Instant) - Triggered when a Task is added to a Project. New Project (Instant) - Triggers when a new Project is created. New Completed Subtask (Instant) - Triggers when a Subtask is completed in Asana. New Tag Created (Polling) - Triggered when you create a new tag. Task Moved to Section (Instant) - Triggers when a Task is moved to a section. New Team (Polling) - Triggered when you add a new team. New User (Polling) - Triggered when you add a new user. Searches Find Project - Finds an existing project. Find Section in Project - Finds an existing section within a workspace project. Find Task Comments - Finds comments for a specific task. Find Tasks in Workspace - Searches for tasks in a workspace using Asana's search API. Returns multiple results as returned by the API. Supports custom fields and advanced filtering. Available only to premium Asana users. Find User - Finds an existing user of your Asana account. Find or Create Project - Find or Create Project Find All Tasks From Project - Searches for all tasks in a specific project with optional filters. Returns tasks as line items, up to 500 tasks. Find Project V2 - Finds an existing project with enhanced filtering and search capabilities. Find Task Attachments by Task ID - Finds all attachments for a specific task by its ID. Find Task by ID - Finds an existing task by its ID. Find Task in Project - Finds an existing task within a workspace project(s). Find User V2 - Finds an existing user of your Asana account with enhanced search capabilities. Find or Create Task - Find or Create Task Actions Attach File - Attaches a File to a task. Create Project From Template - Creates a new project from a custom template. Create Subtask - Adds a Subtask to an existing Task. Create Task - Creates a new task in Asana with specified details. Create Comment/Story - Adds a comment or story to a task. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Task to Section of Project - Adds a Task to a Section of a Project. Create Duplicate Task - Duplicates an existing task. Create Section - Creates a new section within a project. Create Task From Template - Creates a new task in Asana from a selected template. Create Project - Adds a new project. Update Task - Updates multiple properties of an existing Asana task. This is a comprehensive update action that can modify task details, assignment, dates, followers, tags, and custom fields in a single operation. Limitations Rate limits apply. Free domains are limited to 150 requests per minute, while paid domains can make up to 1500 requests per minute. Search API calls are limited to 60 requests per minute. Templates View all of Asana's templates . Use cases Asana automation: 7 ways to automate your workflows How to create recurring tasks in Asana Additional Asana resources Zapier's Asana integration page Asana's Help Center Asana's API documentation ", "error": null, "slug": "asana", "help_title": "How to get started with Asana on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/16700016131085-How-to-get-started-with-Telegram-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/16700016131085-How-to-get-started-with-Telegram-on-Zapier", "title": "How to get started with Telegram on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Telegram app on Zapier, you must have: A Telegram account (free account is sufficient). A Telegram bot created through BotFather. Bot Token obtained from BotFather (use the /token command in the BotFather channel).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Telegram How to get started with Telegram on Zapier Updated May 29, 2026 18:13 Telegram and Zapier connect to automate messaging. You can trigger actions when new messages arrive and send messages, photos, or polls using your Telegram bot. Prerequisites To use the Telegram app on Zapier, you must have: A Telegram account (free account is sufficient). A Telegram bot created through BotFather. Bot Token obtained from BotFather (use the /token command in the BotFather channel). Connect Telegram to Zapier To create an app connection to Telegram on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Telegram . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Bot Token field, e nter your Telegram Bot Token . Click Yes, Continue to Telegram . Your Telegram account is now successfully connected to Zapier. About Telegram's app", "text": "How to get started with Telegram on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Telegram How to get started with Telegram on Zapier Updated May 29, 2026 18:13 Telegram and Zapier connect to automate messaging. You can trigger actions when new messages arrive and send messages, photos, or polls using your Telegram bot. Prerequisites To use the Telegram app on Zapier, you must have: A Telegram account (free account is sufficient). A Telegram bot created through BotFather. Bot Token obtained from BotFather (use the /token command in the BotFather channel). Connect Telegram to Zapier To create an app connection to Telegram on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Telegram . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Bot Token field, e nter your Telegram Bot Token . Click Yes, Continue to Telegram . Your Telegram account is now successfully connected to Zapier. About Telegram's app Triggers, searches, and actions Triggers New Message (Instant) - Triggers instantly when a new message is received by your bot via webhook. Searches No search actions available for Telegram. Actions Send Photo - Sends a photo from your bot. Send Message - Sends a message from your bot. Send Poll - Sends a poll from your bot. Limitations Rate limits apply . There is a usage limit of 30 messages per second for bulk notifications across all chats. Each Telegram bot can only be connected to one Zap with a New Message trigger at a time. If you need multiple Zap workflows to receive Telegram messages, create a separate bot for each Zap. The New Message trigger only triggers on messages from private chats or groups (if the bot is added and Privacy Mode is disabled in BotFather). It will not trigger on messages sent by the bot's owner account. The Chat ID can accept a Chat ID or a channel user name. The Chat ID field dropdown menu only shows active chats or channels from the past 24 hours, requiring manual refresh for older conversations. To refresh your chats or channels: Send a message in the chat or channel. In your Zap, click the Chat ID field, and click Load More . Your chat or channel should appear in the Chat ID dropdown menu. Templates View all of Telegram's templates . Use cases 4 ways to automate Telegram Additional Telegram resources Zapier's Telegram integration page Telegram's Help Center Telegram's API documentation ", "error": null, "slug": "telegram", "help_title": "How to get started with Telegram on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495980386317-Common-Problems-with-Zoom", "final_url": "https://help.zapier.com/hc/en-us/articles/8495980386317-Common-Problems-with-Zoom", "title": "Common Problems with Zoom", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Zoom Common Problems with Zoom Updated May 29, 2026 18:13 I'm an admin and want to trigger all recordings for all users in the Zoom org but cannot If you're using the New Cloud Recording, New Meeting, or New Meeting Ended trigger in your Zap workflows, and it's not triggering on all users, this is likely due to missing access permissions in your Zoom app connection on Zapier. To fix this: Go to the Zoom app marketplace and log in to your admin account. In the top right, click Manage . In the left navigation, under Admin app management , click Apps on account . Search and select the Zapier app . In the User & groups tab, click + Add Users . Add the user whose recordings or meetings that you want to trigger the Zap for. Go back to Zapier. You'll need to reconnect your app connection to Zoom. When setting your app permissions, make sure to select the Allow this app to use share access permission checkbox. I can't connect my Zoom account If you're having trouble connecting to your account, check to see: Is Zapier pre-approved in the Zoom Marketplace ? If not, contact your Zoom admin. How many Zoom accounts are connected to your Zapier account? Right now, only 1 Zoom account can be connected to 1 Zapier account. I am having trouble downloading a recording from the New Recording trigger To receive a URL that will allow you to download files from the New Recording trigger, follow these steps: Go to zoom.us/profile/setting?tab=recording . Make sure “Only authenticated users can view cloud recordings” is set to OFF . Make sure “Require password to access shared cloud recordings” is set to OFF . At this time, the New Recording trigger is only able to provide accessible download URLs when those two settings are set to Off . If you need to have one or both of those settings set to On , but would still like to download files from the New Recording trigger, please contact our support team , and we can file a feature request on your behalf. The meeting duration is wrong The Duration field for the Create Meeting action uses values in minutes. Make sure that the duration has not been set in hours. How can I use Zapier with a payment processor to register paid webinar attendees? Please refer to this Zoom guide for more details: https://support.zoom.us/hc/en-us/articles/205260649-How-To-Use-Zapier Error: The app returned \"Registration has not been enabled ", "text": "Common Problems with Zoom &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Zoom Common Problems with Zoom Updated May 29, 2026 18:13 I'm an admin and want to trigger all recordings for all users in the Zoom org but cannot If you're using the New Cloud Recording, New Meeting, or New Meeting Ended trigger in your Zap workflows, and it's not triggering on all users, this is likely due to missing access permissions in your Zoom app connection on Zapier. To fix this: Go to the Zoom app marketplace and log in to your admin account. In the top right, click Manage . In the left navigation, under Admin app management , click Apps on account . Search and select the Zapier app . In the User & groups tab, click + Add Users . Add the user whose recordings or meetings that you want to trigger the Zap for. Go back to Zapier. You'll need to reconnect your app connection to Zoom. When setting your app permissions, make sure to select the Allow this app to use share access permission checkbox. I can't connect my Zoom account If you're having trouble connecting to your account, check to see: Is Zapier pre-approved in the Zoom Marketplace ? If not, contact your Zoom admin. How many Zoom accounts are connected to your Zapier account? Right now, only 1 Zoom account can be connected to 1 Zapier account. I am having trouble downloading a recording from the New Recording trigger To receive a URL that will allow you to download files from the New Recording trigger, follow these steps: Go to zoom.us/profile/setting?tab=recording . Make sure “Only authenticated users can view cloud recordings” is set to OFF . Make sure “Require password to access shared cloud recordings” is set to OFF . At this time, the New Recording trigger is only able to provide accessible download URLs when those two settings are set to Off . If you need to have one or both of those settings set to On , but would still like to download files from the New Recording trigger, please contact our support team , and we can file a feature request on your behalf. The meeting duration is wrong The Duration field for the Create Meeting action uses values in minutes. Make sure that the duration has not been set in hours. How can I use Zapier with a payment processor to register paid webinar attendees? Please refer to this Zoom guide for more details: https://support.zoom.us/hc/en-us/articles/205260649-How-To-Use-Zapier Error: The app returned \"Registration has not been enabled for this webinar\" By default, registration is not required when setting up a webinar. The Create Webinar Registrant action only works with webinars where registration is required. Zoom has a help guide on how to set up registration for a webinar . How can I change some fields in my Create Webinar Registrant action to \"not required\"? The fields presented in the Create Webinar Registrant action and their status as \"required\" or \"not required\" are set directly in the specific Zoom webinar. Zoom has a help guide on how to set up registration fields for a webinar . Error codes and messages for Zoom meetings and webinars A full list of error codes and messages can be found on Zoom's documentation . ", "error": null, "slug": "zoom", "help_title": "Common Problems with Zoom"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496043733261-How-to-get-started-with-Zoom-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496043733261-How-to-get-started-with-Zoom-on-Zapier", "title": "How to get started with Zoom on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Zoom app on Zapier, you must have: A Zoom account (free Basic account or any paid plan). For webinar-related integrations: A paid Zoom account with a Zoom Video Webinar license . For webinar registrations: Webinars must have registration set to required . Zapier added to your Zoom App Marketplace . To trigger for all users, you need to be added as a user to the Zoom App Marketplace with either User with Shared Access or Admin permissions .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Zoom How to get started with Zoom on Zapier Updated February 06, 2026 19:19 Zoom and Zapier connect to automate your meetings. You can trigger actions when meetings end or recordings complete and create new meetings or registrants. Prerequisites To use the Zoom app on Zapier, you must have: A Zoom account (free Basic account or any paid plan). For webinar-related integrations: A paid Zoom account with a Zoom Video Webinar license . For webinar registrations: Webinars must have registration set to required . Zapier added to your Zoom App Marketplace . To trigger for all users, you need to be added as a user to the Zoom App Marketplace with either User with Shared Access or Admin permissions . Connect Zoom to Zapier To create an app connection to Zoom on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoom . Click Add connection . A new browser tab or window will open. Log into Zoom to authenticate. Grant Zapier permission to access your account if prompted to. To trigger for all users, select Allow this app to use share access permissions checkbox. Your Zoom account is now successfully connected to Zapier. About Zoom's app", "text": "How to get started with Zoom on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Zoom How to get started with Zoom on Zapier Updated February 06, 2026 19:19 Zoom and Zapier connect to automate your meetings. You can trigger actions when meetings end or recordings complete and create new meetings or registrants. Prerequisites To use the Zoom app on Zapier, you must have: A Zoom account (free Basic account or any paid plan). For webinar-related integrations: A paid Zoom account with a Zoom Video Webinar license . For webinar registrations: Webinars must have registration set to required . Zapier added to your Zoom App Marketplace . To trigger for all users, you need to be added as a user to the Zoom App Marketplace with either User with Shared Access or Admin permissions . Connect Zoom to Zapier To create an app connection to Zoom on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoom . Click Add connection . A new browser tab or window will open. Log into Zoom to authenticate. Grant Zapier permission to access your account if prompted to. To trigger for all users, select Allow this app to use share access permissions checkbox. Your Zoom account is now successfully connected to Zapier. About Zoom's app Triggers, searches, and actions Triggers New Meeting Ended (Instant) - Triggers when every time a meeting host ends the meeting. New Audio Transcript (Instant) - Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes. New Meeting (Instant) - Triggers when a new Meeting or Webinar is created. New Cloud Recording (Instant) - Triggers when a new Cloud Recording is completed for a Meeting or Webinar. New Meeting Summary (Instant) - Triggers when a summary is available for a meeting. Note: you must be the meeting host. New Participant Joined Webinar or Meeting (Instant) - Triggers when a new participant joins a webinar or meeting. New Meeting Registrant (Instant) - Triggers when a new registrant is added to a meeting. New Webinar Registrant (Instant) - Triggers when a new registrant is added to a Webinar. New Workspace Reservation - Triggers when you reserve a room or device-enabled desk. Searches Find Meeting/Webinar - Finds a find meeting/webinar based on id or topic name. Find Recording and Download - Finds a recording and downloads it. Find Meeting or Webinar Participants - Find participants for a given meeting or webinar. Returns individual participant records. Get Meeting Summary - Get a meeting summary based on id. Actions Create Meeting - Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.) Create Webinar Registrant - Creates a new webinar registrant. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Meeting Registrant - Creates a new meeting registrant. Delete Meeting Recordings - Deletes all recordings for a specified meeting, with an option to move them to trash or permanently delete them. Update Zoom Meeting - This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields. Limitations Rate limits are applied at the account level . These rate limits are shared by users for all apps installed on the account, which can affect Zapier integrations when multiple automations are running simultaneously. Meeting and Webinar create/update requests are limited to 100 per day per user . This applies to all Meeting/Webinar IDs hosted by the user and resets at 00:00 UTC daily. You can only have one app connection to one Zoom account connected to your Zapier account at a time. If you add a new one, the previous app connection will be disconnected. Templates View all of Zoom's templates . Use cases 7 ways to automate Zoom with Zapier Automatically create Zoom meetings for Calendly bookings How to automatically upload Zoom recordings to Google Drive Additional Zoom resources Zapier's Zoom integration page Zoom's Help Center Zoom's API documentation ", "error": null, "slug": "zoom", "help_title": "How to get started with Zoom on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/28416687812749-Google-Contacts-error-requested-entity-was-not-found", "final_url": "https://help.zapier.com/hc/en-us/articles/28416687812749-Google-Contacts-error-requested-entity-was-not-found", "title": "Google Contacts error: requested entity was not found", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Google Contacts error: requested entity was not found &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Google Contacts Google Contacts error: requested entity was not found Updated May 29, 2026 18:14 When using the Google Contacts actions Add Contacts to Groups, Update Contact, or Update Contact Photo, in your Zap workflows, you see the error message \"requested entity was not found\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the contact's value or mapped field does not contain the Contact ID. Google Contacts requires the contact ID, not other contact info, like a name. Example The ID for a contact should be in the format “people/c2796895998380961600”. How to fix it To fix this issue: Go to your affected Google Contacts step. In the Contact field: To statically update the same contact each time the Zap runs, select the contact from the dropdown menu. To dynamically update contacts each time the Zap runs, select the Original ID field as a custom value . (Optional) Depending on your Zap setup, if you are unable to locate the Original ID field from a previous Google Contact step, you will need to add a Find Contact step prior to your affected Google Contacts step. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "google-contacts", "help_title": "Google Contacts error: requested entity was not found"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496165585165-Tips-for-formatting-Discord-messages", "final_url": "https://help.zapier.com/hc/en-us/articles/8496165585165-Tips-for-formatting-Discord-messages", "title": "Tips for formatting Discord messages", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Tips for formatting Discord messages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Discord Tips for formatting Discord messages Updated September 06, 2023 10:49 You can format Discord messages in Zapier to add user mentions and notifications . Mentions and notifications User mentions: type an open angle bracket , the at symbol (@) , the user’s user ID , and a closing angle bracket . <@1234567890> Role mentions: type an open angle bracket , the at symbol (@) , the ampersand symbol (&) , the Discord role ID , and a closing angle bracket . <@&0987654321> Everyone notification: type the at symbol (@) , then type “ everyone ”. @everyone Here notification: type the at symbol (@) , then type “ here ”. @here Tip Follow these instructions to find Discord user IDs and role IDs . ", "error": null, "slug": "discord", "help_title": "Tips for formatting Discord messages"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495933900173-Common-Problems-with-Google-Contacts", "final_url": "https://help.zapier.com/hc/en-us/articles/8495933900173-Common-Problems-with-Google-Contacts", "title": "Common Problems with Google Contacts", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Google Contacts Common Problems with Google Contacts Updated March 04, 2026 04:38 Referenced group does not belong to the same user This error occurs when trying to manipulate contacts in a group you don't have ownership of. To change ownership, you'll need to do the following: Once in the delegation settings, you'll need to make sure you're the owner there. Zapier didn't transfer all my contacts! Google Contacts will only return 50 items to Zapier at a time. That means that if you add more than 50 new contacts in between the zap running, they won't all trigger the zap. My Zap is triggering from contacts that I have not updated recently Other apps connected to Google contacts can update the contact in the background without you knowing. Try disabling any apps connected to Google Contacts. To figure out what apps have access to Google Contacts, go here: https://myaccount.google.com/security and click on \"Connected apps & sites.\" Then click on \"Manage Apps\" and you should see a list that looks like this: You will want to disable any apps that connect to Google Contacts. You can do so one at a time and see if the problem persists. New or Updated Contact is triggering on all contacts and updates, how do I trigger my Zap on new contacts only? Google Contacts doesn't let us trigger on just new contacts yet but there is a workaround: 1. When creating a new contact, manually add some value to an unused field in the contact 2. Set up a filter to only allow contacts with this value to pass 3. Add an Update Contact step later in the Zap to remove/alter this value With this setup, further updates to that contact won't pass the filter. How to add multiple email addresses, phone numbers, etc. to a Contact? Let's say you want to create a Contact with multiple phone numbers: 1. First, use a Create Contact step to define the first phone number. 2. Then, for each additional phone number you want to define, add an Update Contact step. So if you want to create a Contact with 3 phone numbers, it requires 1 Create Contact step and 2 Update Contact steps.", "text": "Common Problems with Google Contacts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Google Contacts Common Problems with Google Contacts Updated March 04, 2026 04:38 Referenced group does not belong to the same user This error occurs when trying to manipulate contacts in a group you don't have ownership of. To change ownership, you'll need to do the following: Once in the delegation settings, you'll need to make sure you're the owner there. Zapier didn't transfer all my contacts! Google Contacts will only return 50 items to Zapier at a time. That means that if you add more than 50 new contacts in between the zap running, they won't all trigger the zap. My Zap is triggering from contacts that I have not updated recently Other apps connected to Google contacts can update the contact in the background without you knowing. Try disabling any apps connected to Google Contacts. To figure out what apps have access to Google Contacts, go here: https://myaccount.google.com/security and click on \"Connected apps & sites.\" Then click on \"Manage Apps\" and you should see a list that looks like this: You will want to disable any apps that connect to Google Contacts. You can do so one at a time and see if the problem persists. New or Updated Contact is triggering on all contacts and updates, how do I trigger my Zap on new contacts only? Google Contacts doesn't let us trigger on just new contacts yet but there is a workaround: 1. When creating a new contact, manually add some value to an unused field in the contact 2. Set up a filter to only allow contacts with this value to pass 3. Add an Update Contact step later in the Zap to remove/alter this value With this setup, further updates to that contact won't pass the filter. How to add multiple email addresses, phone numbers, etc. to a Contact? Let's say you want to create a Contact with multiple phone numbers: 1. First, use a Create Contact step to define the first phone number. 2. Then, for each additional phone number you want to define, add an Update Contact step. So if you want to create a Contact with 3 phone numbers, it requires 1 Create Contact step and 2 Update Contact steps. ", "error": null, "slug": "google-contacts", "help_title": "Common Problems with Google Contacts"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495951097357-How-to-get-started-with-Google-Contacts-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495951097357-How-to-get-started-with-Google-Contacts-on-Zapier", "title": "How to get started with Google Contacts on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Contacts app on Zapier, you must have: A Google account with access to Google Contacts (free Google account or any paid Google Workspace plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Google Contacts How to get started with Google Contacts on Zapier Updated September 19, 2025 10:27 Google Contacts and Zapier connect to automate contact management. You can trigger workflows when contacts are added or updated and create new contacts from forms. Prerequisites To use the Google Contacts app on Zapier, you must have: A Google account with access to Google Contacts (free Google account or any paid Google Workspace plan). Connect Google Contacts to Zapier To create an app connection to Google Contacts on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Contacts . Click Add connection . A new browser tab or window will open. Log into Google Contacts to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Contacts account is now successfully connected to Zapier. About Google Contacts's app Triggers, searches, and actions Triggers New or Updated Contact - Triggers when a contact is created or updated. (Polling) New Contact - Triggers when a contact is created. (Polling) New Group - Triggers when a group is created. (Polling) Searches Find Contact - Finds a contact by name, email, or phone number. Find or Create Contact - Finds or creates a contact. Actions Create Contact - Creates a new contact. Create Group - Creates a new group. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Contact to Groups - Adds an existing contact to a group(s). Update Contact - Updates an existing contact. Upload Contact Photo - Uploads a profile photo to an existing contact. Limitations Google Contacts will only return 50 items to Zapier at a time, meaning if you add more than 50 new contacts between polls , your workflows will miss contacts. Contact creation is limited by Google Apps Script quotas : 1,000 contacts per day for consumer accounts and 2,000 contacts per day for Google Workspace accounts. Group ownership restrictions can cause \"Referenced group does not belong to the same user\" errors when trying to manipulate contacts in groups you don't own. Templates View all of Google Contacts's templates . Use cases 6 ways to automate Google Contacts with Zapier How to connect HubSpot and Google Contacts to keep your lead data up to date Automatically add leads to your C", "text": "How to get started with Google Contacts on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Google Contacts How to get started with Google Contacts on Zapier Updated September 19, 2025 10:27 Google Contacts and Zapier connect to automate contact management. You can trigger workflows when contacts are added or updated and create new contacts from forms. Prerequisites To use the Google Contacts app on Zapier, you must have: A Google account with access to Google Contacts (free Google account or any paid Google Workspace plan). Connect Google Contacts to Zapier To create an app connection to Google Contacts on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Contacts . Click Add connection . A new browser tab or window will open. Log into Google Contacts to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Contacts account is now successfully connected to Zapier. About Google Contacts's app Triggers, searches, and actions Triggers New or Updated Contact - Triggers when a contact is created or updated. (Polling) New Contact - Triggers when a contact is created. (Polling) New Group - Triggers when a group is created. (Polling) Searches Find Contact - Finds a contact by name, email, or phone number. Find or Create Contact - Finds or creates a contact. Actions Create Contact - Creates a new contact. Create Group - Creates a new group. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Contact to Groups - Adds an existing contact to a group(s). Update Contact - Updates an existing contact. Upload Contact Photo - Uploads a profile photo to an existing contact. Limitations Google Contacts will only return 50 items to Zapier at a time, meaning if you add more than 50 new contacts between polls , your workflows will miss contacts. Contact creation is limited by Google Apps Script quotas : 1,000 contacts per day for consumer accounts and 2,000 contacts per day for Google Workspace accounts. Group ownership restrictions can cause \"Referenced group does not belong to the same user\" errors when trying to manipulate contacts in groups you don't own. Templates View all of Google Contacts's templates . Use cases 6 ways to automate Google Contacts with Zapier How to connect HubSpot and Google Contacts to keep your lead data up to date Automatically add leads to your CRM or email marketing platform How to automatically keep track of your contacts for easier reporting How to add new Google Contacts to Mailchimp Additional Google Contacts resources Zapier's Google Contacts integration page Google Contact's Help Center Google Contacts's API documentation ", "error": null, "slug": "google-contacts", "help_title": "How to get started with Google Contacts on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496048271501-How-to-get-started-with-Discord-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496048271501-How-to-get-started-with-Discord-on-Zapier", "title": "How to get started with Discord on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Discord app on Zapier, you must have: An active Discord account (free or paid). Discord server owner or manager role permissions . Enable Manage Webhooks permission in your General Channel permissions .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Discord How to get started with Discord on Zapier Updated September 18, 2025 13:45 Discord and Zapier connect to automate your chat workflows. You can trigger actions when new messages are posted and send messages to channels. Prerequisites To use the Discord app on Zapier, you must have: An active Discord account (free or paid). Discord server owner or manager role permissions . Enable Manage Webhooks permission in your General Channel permissions . Connect Discord to Zapier To create an app connection to Discord on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Discord . Click Add connection . A new browser tab or window will open. Log into Discord to authenticate. Grant Zapier permission to access your account if prompted to. Your Discord account is now successfully connected to Zapier. About Discord's app", "text": "How to get started with Discord on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Discord How to get started with Discord on Zapier Updated September 18, 2025 13:45 Discord and Zapier connect to automate your chat workflows. You can trigger actions when new messages are posted and send messages to channels. Prerequisites To use the Discord app on Zapier, you must have: An active Discord account (free or paid). Discord server owner or manager role permissions . Enable Manage Webhooks permission in your General Channel permissions . Connect Discord to Zapier To create an app connection to Discord on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Discord . Click Add connection . A new browser tab or window will open. Log into Discord to authenticate. Grant Zapier permission to access your account if prompted to. Your Discord account is now successfully connected to Zapier. About Discord's app Triggers, searches, and actions Triggers New Message Posted to Channel - Triggers when a new message is posted to a specific text channel. (Polling) New Reaction on Message - Triggers when a new Reaction is added to a Message. (Polling) New Forum Post - Triggers when a new Post is created on a Forum. (Polling) Role Assigned to User - Triggers when a role is assigned to a user. (Polling) New User Added - Triggers when a new user joins the Discord Server. (Polling) New Forum Message - Triggers when a new Message is created on a Forum Post. (Polling) New Mention - Triggers when a User or Role is mentioned. (Polling) Searches Find User - Find an existing user by name. Find Channel - Find an existing channel by name. Actions Create new Forum Post - Create a new Post on a Forum Channel. Rename Channel - Rename a channel to a specific name you choose. Send Direct Message - Send a direct message to a specific user. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Role - assign a role to a user Remove User Role - Remove a chosen role from the specified user. Send Channel Message - Post a new message to a specific #channel you choose. Send message in Forum Post - Send a new message in a specific Forum Post. Limitations Discord has a global rate limit of 50 requests per second for all bots. The Send Channel Message action has a character limit of 2000 characters or 8MB. It's expected behavior that the Zapier bot will appear offline. Templates View all of Discord's templates . Use cases 7 Discord automation ideas Automatically post new RSS items to a Discord channel How to make a Discord bot without code Additional Discord resources Zapier's Discord integration page Tips for formatting Discord messages Discord's Help Center Discord's API documentation ", "error": null, "slug": "discord", "help_title": "How to get started with Discord on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39882352154381-How-to-get-started-with-Tally-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39882352154381-How-to-get-started-with-Tally-on-Zapier", "title": "How to get started with Tally on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Tally app on Zapier, you must have: A Tally account (free or paid plan). A published Tally form that you want to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Tally How to get started with Tally on Zapier Updated October 01, 2025 11:27 Tally and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and add contacts to email lists or create records in spreadsheets. Prerequisites To use the Tally app on Zapier, you must have: A Tally account (free or paid plan). A published Tally form that you want to connect to Zapier. Connect Tally to Zapier To create an app connection to Tally on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Tally . Click Add connection . A new browser tab or window will open. Log into Tally to authenticate. Grant Zapier permission to access your account if prompted to. Your Tally account is now successfully connected to Zapier. About Tally's app", "text": "How to get started with Tally on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Tally How to get started with Tally on Zapier Updated October 01, 2025 11:27 Tally and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and add contacts to email lists or create records in spreadsheets. Prerequisites To use the Tally app on Zapier, you must have: A Tally account (free or paid plan). A published Tally form that you want to connect to Zapier. Connect Tally to Zapier To create an app connection to Tally on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Tally . Click Add connection . A new browser tab or window will open. Log into Tally to authenticate. Grant Zapier permission to access your account if prompted to. Your Tally account is now successfully connected to Zapier. About Tally's app Triggers, searches, and actions Triggers New Submission - Triggers when a new form submission is received. (Instant) Searches No searches available Actions No actions available Limitations Rate limits of 100 requests per minute for API calls. Templates View all of Tally's templates . Use cases 4 ways to automate Tally Additional Tally resources Zapier's Tally integration page Tally's Help Center Tally's API documentation ", "error": null, "slug": "tally", "help_title": "How to get started with Tally on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495947433869-Common-Problems-with-Asana", "final_url": "https://help.zapier.com/hc/en-us/articles/8495947433869-Common-Problems-with-Asana", "title": "Common Problems with Asana", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Asana &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Asana Common Problems with Asana Updated May 29, 2026 18:13 I'm not seeing my Project in the drop-down menu If you're not seeing your Project listed, search for the project name in the field and click the \"Check Asana & reload to bring in new choices\" option: Projects are loaded from Asana 25 at a time so if you have a large number of projects in your account it might require more than one click in order for it to show up: I want to trigger on all tasks from all projects within a workspace Unfortunately, there isn't a way to do this via Asana's API. One workaround is to use the \"Tag Added to Task\" Trigger, then add that Tag to each Task you want to trigger on in Asana. It's an extra step, but will save you from having to create a zap per project! Error message: Project: Unknown Object If you get this error, the project you were using with Asana has likely been deleted. To fix this, go edit your Zap and select an existing project from your project dropdown for Asana. My new projects aren't triggering my zap Unfortunately, the New project trigger does not work for accounts with more than 1,000 projects. You'll need to clear out some old projects from your account to use this trigger. I can't find the tasks created via my \"Create Task\" action. While you can create tasks that don't have an assignee or project, those tasks are often difficult to find in Asana without searching for them. Only tasks that are assigned to you will appear in your My Tasks. Similarly, if a task does not belong to a project, it will not appear in any projects. We generally recommend that the Zap create the tasks with an assignee, or within a specific project. This way the task will be located within your My Tasks or the project when it is created. My Zap workflows are turned off If zaps are turned off with this error message: try moving completed tasks into another project. This error can happen when you have a very large number of completed tasks in a project. Asana's API does not support filtering out completed tasks with pagination in the way Zapier expects. Our best recommendation is to move completed tasks to another project if possible. That should keep the number of incomplete tasks low enough for your zap to function properly. This error can happen in the following triggers: \"New Task in Project\", \"New Subtask\", \"Completed Task in Project\". ", "error": null, "slug": "asana", "help_title": "Common Problems with Asana"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496055316877-How-to-get-started-with-Flodesk-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496055316877-How-to-get-started-with-Flodesk-on-Zapier", "title": "How to get started with Flodesk on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Flodesk app on Zapier, you must have: A Flodesk account. The app works with both free and paid Flodesk plans.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Flodesk How to get started with Flodesk on Zapier Updated August 12, 2025 13:39 Flodesk and Zapier work together to automate your email marketing and subscriber lists. You can use triggers like new subscribers to automatically create, update, or manage subscribers across different segments. Prerequisites To use the Flodesk app on Zapier, you must have: A Flodesk account. The app works with both free and paid Flodesk plans. Connect Flodesk to Zapier To create an app connection to Flodesk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Flodesk . Click Add connection . A new browser tab or window will open. Log into Flodesk to authenticate. Grant Zapier permission to access your account if prompted to. Your Flodesk account is now successfully connected to Zapier. About Flodesk's app", "text": "How to get started with Flodesk on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Flodesk How to get started with Flodesk on Zapier Updated August 12, 2025 13:39 Flodesk and Zapier work together to automate your email marketing and subscriber lists. You can use triggers like new subscribers to automatically create, update, or manage subscribers across different segments. Prerequisites To use the Flodesk app on Zapier, you must have: A Flodesk account. The app works with both free and paid Flodesk plans. Connect Flodesk to Zapier To create an app connection to Flodesk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Flodesk . Click Add connection . A new browser tab or window will open. Log into Flodesk to authenticate. Grant Zapier permission to access your account if prompted to. Your Flodesk account is now successfully connected to Zapier. About Flodesk's app Triggers, searches, and actions Triggers Triggers Subscriber Added to Segment - Triggers when a subscriber is added to a segment. Subscriber Unsubscribed - Triggers when a subscriber is unsubscribed. Subscriber Created - Triggers when a new subscriber is created. Searches Searches Find a Subscriber by Email Address - Find a Subscriber by email address. Actions Actions Add Existing Subscriber to Workflow - Adds a subscriber to a workflow. Remove Existing Subscriber From Segment - Removes a subscriber from a segment. Unsubscribe Subscriber - Unsubscribes a subscriber. Add Existing Subscriber to Segment - Adds a subscriber to a segment. Create/Update Subscriber - Creates a new subscriber or updates an existing one. Remove Existing Subscriber From Workflow - Removes a subscriber from a workflow. Limitations Flodesk does not provide real trigger samples from your account, only generic samples are provided. API rate limiting is enforced at 100 requests per minute. If you exceed your rate limit, the API will return a 429 error. Templates View all of Flodesk's templates . Use cases 6 ways to automate Flodesk Additional Flodesk resources Zapier's Flodesk integration page Flodesk's Help Center Flodesk's API documentation ", "error": null, "slug": "flodesk", "help_title": "How to get started with Flodesk on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495936877837-Common-Problems-with-Google-Tasks", "final_url": "https://help.zapier.com/hc/en-us/articles/8495936877837-Common-Problems-with-Google-Tasks", "title": "Common Problems with Google Tasks", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Google Tasks &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Tasks Common Problems with Google Tasks Updated January 03, 2023 16:46 How Can I Trigger On All Google Tasks? Tasks will need to be added to a specific Google Tasks list in order to trigger your Zap. Tasks added from Google Docs or Google Chat will not trigger your Zap. ", "error": null, "slug": "google-tasks", "help_title": "Common Problems with Google Tasks"}
{"url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "title": "Meta work account migration: What Facebook-related app users need to know", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows.", "text": "Meta work account migration: What Facebook-related app users need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows. ", "error": null, "slug": "facebook-pages", "help_title": "Meta work account migration: What Facebook-related app users need to know"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496001826573-How-to-get-started-with-Google-Tasks-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496001826573-How-to-get-started-with-Google-Tasks-on-Zapier", "title": "How to get started with Google Tasks on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Tasks app on Zapier, you must have: A Google account (free personal Google account or Google Workspace account). Tasks must be added to specific Google Tasks lists (tasks added from Google Docs or Google Chat will not trigger workflows).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Tasks How to get started with Google Tasks on Zapier Updated January 20, 2026 14:30 Google Tasks and Zapier connect to automate your work. You can trigger actions when new tasks are added or completed and create new tasks or task lists. Prerequisites To use the Google Tasks app on Zapier, you must have: A Google account (free personal Google account or Google Workspace account). Tasks must be added to specific Google Tasks lists (tasks added from Google Docs or Google Chat will not trigger workflows). Connect Google Tasks to Zapier To create an app connection to Google Tasks on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Tasks . Click Add connection . A new browser tab or window will open. Log into Google Tasks to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Tasks account is now successfully connected to Zapier. About Google Tasks's app", "text": "How to get started with Google Tasks on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Tasks How to get started with Google Tasks on Zapier Updated January 20, 2026 14:30 Google Tasks and Zapier connect to automate your work. You can trigger actions when new tasks are added or completed and create new tasks or task lists. Prerequisites To use the Google Tasks app on Zapier, you must have: A Google account (free personal Google account or Google Workspace account). Tasks must be added to specific Google Tasks lists (tasks added from Google Docs or Google Chat will not trigger workflows). Connect Google Tasks to Zapier To create an app connection to Google Tasks on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Tasks . Click Add connection . A new browser tab or window will open. Log into Google Tasks to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Tasks account is now successfully connected to Zapier. About Google Tasks's app Triggers, searches, and actions Triggers New Completed Task - Triggers when a task is completed in a specific task list. (Polling) New Task List - Triggers when a new task list is created. (Polling) New Task - Triggers when a new task is added. (Polling) Searches Get Tasks by List - List all tasks by task list, results will be in a line-item format. Find Task - Searches for an incomplete task. Find or Create Task - Find or Create Task. Actions Create Task - Creates a new task. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Task List - Creates a new task list. Update Task - Update an existing task. Limitations API rate limits apply. Google Tasks API has a courtesy limit of 50,000 queries per day, which may affect high-volume Zapier workflows. Google Tasks on Zapier does not provide a trigger for tasks coming due or reaching their due date, limiting automation possibilities for time-sensitive workflows. Templates View all of Google Tasks's templates . Use cases 5 ways to automate Google Tasks with Zapier How to automatically add Google Tasks to a Notion database How to share Google Tasks Additional Google Tasks resources Zapier's Google Tasks integration page Google Tasks's Help Center Google Tasks's API documentation ", "error": null, "slug": "google-tasks", "help_title": "How to get started with Google Tasks on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495984022669-Common-Problems-with-Shopify", "final_url": "https://help.zapier.com/hc/en-us/articles/8495984022669-Common-Problems-with-Shopify", "title": "Common Problems with Shopify", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Shopify &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Shopify Common Problems with Shopify Updated March 05, 2026 13:11 How do I use line items with Shopify? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier: In Zapier's Shopify integration, the “New Order,” “New Paid Order,” “New Cancelled Order,” “New Abandoned Cart,” and “New Updated Order” triggers offer line item support, as does the \"Create Order\" action. If you want to learn more about how line items work, read our Guide to Line Items here . ", "error": null, "slug": "shopify", "help_title": "Common Problems with Shopify"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495935490957-How-to-get-started-with-Shopify-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495935490957-How-to-get-started-with-Shopify-on-Zapier", "title": "How to get started with Shopify on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Shopify app on Zapier, you must have: A paid Zapier plan. Shopify is a premium app on Zapier. An active Shopify store account (any plan - Basic, Shopify, Advanced, or Plus). You must have app and channel access permissions enabled for your user account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Shopify How to get started with Shopify on Zapier Updated April 10, 2026 17:03 Shopify and Zapier connect to automate your store. You can trigger actions when new orders or customers are added and create customers or update products. Available on plans: Free Professional Team Enterprise Prerequisites To use the Shopify app on Zapier, you must have: A paid Zapier plan. Shopify is a premium app on Zapier. An active Shopify store account (any plan - Basic, Shopify, Advanced, or Plus). You must have app and channel access permissions enabled for your user account. Connect Shopify to Zapier To create an app connection to Shopify on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Shopify . Click Add connection . A new browser tab or window will open. A Connect an Account page will open in a browser tab or window. In the Account field, enter your Shopify username . For example, if your store's URL is https://admin.shopify.com/store/parcelpanel/ , then parcelpanel is your username . Click Yes, Continue to Shopify. Log into Shopify to authenticate. Grant Zapier permission to access your account if prompted to. Your Shopify account is now successfully connected to Zapier. About Shopify's app", "text": "How to get started with Shopify on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Shopify How to get started with Shopify on Zapier Updated April 10, 2026 17:03 Shopify and Zapier connect to automate your store. You can trigger actions when new orders or customers are added and create customers or update products. Available on plans: Free Professional Team Enterprise Prerequisites To use the Shopify app on Zapier, you must have: A paid Zapier plan. Shopify is a premium app on Zapier. An active Shopify store account (any plan - Basic, Shopify, Advanced, or Plus). You must have app and channel access permissions enabled for your user account. Connect Shopify to Zapier To create an app connection to Shopify on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Shopify . Click Add connection . A new browser tab or window will open. A Connect an Account page will open in a browser tab or window. In the Account field, enter your Shopify username . For example, if your store's URL is https://admin.shopify.com/store/parcelpanel/ , then parcelpanel is your username . Click Yes, Continue to Shopify. Log into Shopify to authenticate. Grant Zapier permission to access your account if prompted to. Your Shopify account is now successfully connected to Zapier. About Shopify's app Triggers, searches, and actions Triggers New Blog (Polling) - Triggers when a new blog is added to your Shopify store. New Fraudulent Order (Polling) - Triggers when an order risk level is medium, high or both. New Cancelled Order (Instant) - Triggers whenever an order is cancelled (with line item support). New Customer (Instant) - Triggers when a new customer is added to your Shopify account. Customer Account Enabled (Instant) - Triggers when a customer account is enabled. New Order (Instant) - Triggers when an order is created (with line item support). New Refund (Instant) - Triggers when a refund or partial refund occurs (with order details). New Tag Added to Customer (Instant) - Triggers when a new tag is added to a customer. Updated Draft Order (Instant) - Triggers when a draft order is updated. Updated Order (Instant) - Triggers when an order is updated (with line item support). New Blog Entry (Polling) - Triggers when a new entry is added to a blog in your Shopify store. New Abandoned Cart (Polling) - Triggers whenever a cart is \"abandoned\" (only open carts) (with line item support). New Company (Instant) - Triggers when a new company is created. Searches Find Customers - Finds customers by email or a search query across multiple fields. Get Fulfillment Orders by Order ID - Gets all fulfillment orders for a given order ID. Find Metafields - Searches for Metafields data for a given resource (example order Metafields). Find Products by Title (With Line Item Support) - Finds products by searching the titles. Returns individual products. Find Products by Title or Handle - Finds products by handle. Titles can also be used if handles are not customized. Find Product Variant by SKU - Finds a product variant by a SKU search. Find or Create Customer - Finds or creates a specific customer. Find or Create Product Variant V2 - Finds or creates a specific product variant by title. Actions Add Line Item to Order - Adds a line item to an existing order. Create Blog Entry - Creates a new blog post. Create Company Location - Creates a new company location for B2B commerce. Create Customer - Creates a new customer using GraphQL API. Create Draft Order - Creates a new draft order (with line item support). Create Gift Card - Creates a new gift card in your Shopify store. Mark Order as Paid - Marks an order as paid by recording a payment transaction for the outstanding amount. Create Product - Creates a new product. Remove Tag from Customer - Removes one or more tags from a customer. Update Customer - Updates an existing customer using GraphQL API. Replaces only data that is set. Update Order - Updates an existing order. Update Product - Updates an existing product. Replaces only data that is set. Limitations API rate limits apply . REST Admin API supports a limit of 40 requests per app per store per minute (increased to 400 for Shopify Plus stores), which can impact automation frequency. Input arguments that accept an array have a maximum size of 250 items for all APIs. Resource-based rate limits apply . After reaching 50,000 product variants, stores are limited to creating only 1,000 new variants per day (this doesn't apply to Shopify Plus stores). Templates View all of Shopify's templates . Use cases 7 ways to automate Shopify with Zapier How to automate your eCommerce marketing with Shopify and WordPress How to automatically add Shopify customers to Salesforce How to integrate Google Sheets with Shopify Additional Shopify resources Zapier's Shopify integration page Shopify's Help Center Shopify's API documentation ", "error": null, "slug": "shopify", "help_title": "How to get started with Shopify on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495995251597-How-to-get-started-with-Brevo-formerly-SendinBlue-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495995251597-How-to-get-started-with-Brevo-formerly-SendinBlue-on-Zapier", "title": "How to get started with Brevo (formerly SendinBlue) on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Brevo app on Zapier, you must have: You must have API permissions to create an API key in Brevo .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Brevo How to get started with Brevo (formerly SendinBlue) on Zapier Updated March 04, 2026 04:40 Brevo and Zapier work together to automate your email marketing and sales. You can use triggers like new contacts or email activity to automatically add contacts, send transactional emails, or manage deals. Prerequisites To use the Brevo app on Zapier, you must have: You must have API permissions to create an API key in Brevo . Connect Brevo to Zapier Find your Brevo credentials To find your API key, refer to Brevo’s instructions . Connect to Brevo on Zapier To create an app connection to Brevo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Brevo . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your API Key . Click Yes, Continue to Brevo . Your Brevo account is now successfully connected to Zapier. About Brevo's app", "text": "How to get started with Brevo (formerly SendinBlue) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Brevo How to get started with Brevo (formerly SendinBlue) on Zapier Updated March 04, 2026 04:40 Brevo and Zapier work together to automate your email marketing and sales. You can use triggers like new contacts or email activity to automatically add contacts, send transactional emails, or manage deals. Prerequisites To use the Brevo app on Zapier, you must have: You must have API permissions to create an API key in Brevo . Connect Brevo to Zapier Find your Brevo credentials To find your API key, refer to Brevo’s instructions . Connect to Brevo on Zapier To create an app connection to Brevo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Brevo . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your API Key . Click Yes, Continue to Brevo . Your Brevo account is now successfully connected to Zapier. About Brevo's app Triggers, searches, and actions Triggers New Campaign Status - Triggers when the status of a Brevo campaign is updated. Contact Added - Triggers when a Brevo contact is added. Contact Unsubscribed - Triggers when a Brevo contact unsubscribes from a list they belonged to. Marketing Email Delivered - Triggers when a Brevo campaign marketing email is delivered. Marketing Email Opened - Triggers when a Brevo campaign marketing email is opened. Transactional Email Delivered - Triggers when a Brevo transactional email is delivered. Link Clicked - Triggers when a Brevo contact clicks on any link in a Brevo email campaign. Contact Subscribed to Specific List(s) - Triggers when a Brevo contact is subscribed to specific list(s). Contact Updated - Triggers when a Brevo contact is updated (either list(s) they belong to or contact data). Marketing Email Hard Bounced - Triggers when a Brevo campaign marketing email is hard bounced. Transactional Email Hard Bounced - Triggers when a Brevo transactional email is hard bounced. Transactional Email Opened - Triggers when a Brevo transactional email is opened. (Instant) Searches Find Deal - Retrieve the details of a deal in Brevo using either its name or ID as input. If a deal name is provided and multiple deals share the same name, the most recently created one will be retrieved. Find Company - Retrieve the details of a company in Brevo using either its name or ID as input. If a company name is provided and multiple companies share the same name, the most recently created one will be retrieved. Find Contact - Check if a contact exist in Brevo. Contact can be found by either email or mobile number. If both are supplied, only the email will be used in the query. Actions Add or Update Contact - Adds or updates a contact. Delete Company - Deletes the selected company in Brevo using either its name or ID. If a company name is provided and multiple companies share the same name, the most recently created one will be deleted. Add or Update Deal - Create a new deal or update an existing one in Brevo. Add or Update Associations - Adds or updates associations to companies, deals or contacts in Brevo. Send Transactional Email - Sends an email from your Brevo account with HTML or plain text content. Unsubscribe Contact - Unsubscribe contact from the list(s) he belong to. Add or Update Company - Create a new company or update an existing one in Brevo. Delete Deal - Deletes the selected deal in Brevo using either its name or ID. If a deal name is provided and multiple deals share the same name, the most recently created one will be deleted. Remove Associations - Removes associations between companies, deals, or contacts in Brevo. Test Create - Check fn testCreate. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply . Most endpoints have a limit of 100 requests per hour (RPH), with some critical endpoints like email sending having higher limits (1000 RPS), but these limits can cause 429 \"Too many requests\" errors if exceeded. Templates View all of Brevo's templates . Use cases 5 ways to automate Brevo (formerly Sendinblue) with Zapier Sendinblue: Zapier app of the day Additional Brevo resources Zapier's Brevo integration page Brevo's Help Center Use Zapier to integrate an app with Brevo. Brevo's API documentation ", "error": null, "slug": "brevo", "help_title": "How to get started with Brevo (formerly SendinBlue) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495933127693-How-to-get-started-with-Facebook-Pages", "final_url": "https://help.zapier.com/hc/en-us/articles/8495933127693-How-to-get-started-with-Facebook-Pages", "title": "How to get started with Facebook Pages", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Facebook Pages app on Zapier, you must have: Facebook access with full control permissions to the Facebook Page you want to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Pages How to get started with Facebook Pages Updated October 31, 2025 15:30 Facebook Pages and Zapier connect to automate your social media. You can trigger actions when new posts or comments appear and create posts or photos. Prerequisites To use the Facebook Pages app on Zapier, you must have: Facebook access with full control permissions to the Facebook Page you want to connect to. Grant Zapier view and edit access to the pages you intend to you in your Facebook Business Integration settings : To ensure Zapier can perform all necessary actions, you must keep all of the default toggles set to \"ON\" for the page(s) you intend to use. If you edit or disable any of these permissions it can break your workflows and disconnect your account. In Additional Business Integration Settings section, the \" Who can see you use this business integration? \" field must be set to \"Public \" . Some Facebook accounts may require for Identity confirmation to be completed in your Facebook settings to authorize posting permissions. Connect Facebook Pages to Zapier To create an app connection to Facebook Pages on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Pages . Click Add connection . A new browser tab or window will open. Log into Facebook Pages to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Pages account is now successfully connected to Zapier. About Facebook Pages's app", "text": "How to get started with Facebook Pages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Pages How to get started with Facebook Pages Updated October 31, 2025 15:30 Facebook Pages and Zapier connect to automate your social media. You can trigger actions when new posts or comments appear and create posts or photos. Prerequisites To use the Facebook Pages app on Zapier, you must have: Facebook access with full control permissions to the Facebook Page you want to connect to. Grant Zapier view and edit access to the pages you intend to you in your Facebook Business Integration settings : To ensure Zapier can perform all necessary actions, you must keep all of the default toggles set to \"ON\" for the page(s) you intend to use. If you edit or disable any of these permissions it can break your workflows and disconnect your account. In Additional Business Integration Settings section, the \" Who can see you use this business integration? \" field must be set to \"Public \" . Some Facebook accounts may require for Identity confirmation to be completed in your Facebook settings to authorize posting permissions. Connect Facebook Pages to Zapier To create an app connection to Facebook Pages on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Pages . Click Add connection . A new browser tab or window will open. Log into Facebook Pages to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Pages account is now successfully connected to Zapier. About Facebook Pages's app Triggers, searches, and actions Triggers New Comment (Instant) - Triggers when a new comment is created. New Post to Your Timeline (Polling) - Triggers when anyone (including you) posts to your Page's Timeline. New Recommendation (Polling) - Triggers when your Facebook Page receives a new recommendation. New Page Mention / Tag (Polling) - Triggers when your page is mentioned or tagged in a post. New Post by You (Polling) - Triggers when you post to your Page's Timeline. Searches No search actions were found for Facebook Pages. Actions Create Page Photo - Uploads a photo to your Facebook Page and posts it to the stream. Create Page Post - Create a new page \"stream\" post on a page. Change Page Profile Photo - Changes the profile picture of a Facebook Page. Page Post Insights - Generates page post insights. You can include multiple metrics. Create Page Video - Uploads a video to your Facebook Page and posts it to the stream. Limitations If you're a Facebook Page Admin for more than 150 Facebook Pages, you may not find all Facebook Pages from the dropdown menu and need to insert the Facebook Page ID as a custom value - source Media upload restrictions: Video files are limited to 1.4GB. Image sizes must meet minimum requirements (200 x 200 pixels minimum, with recommended sizes of 600 x 315 pixels) Use Facebook's Crawler tool to preview how content shared from URLs appears. Templates View all of Facebook Pages's templates . Use cases How to automate your Facebook Page Your guide to Facebook automation How to use Zapier for social media automation How to post on Facebook from an RSS feed How to automatically share WordPress posts on Facebook Link Any Facebook Page to LinkedIn and Publish Posts How to post new YouTube videos on Facebook Send Slack notifications for new Facebook reviews Additional Facebook Pages resources Zapier's Facebook Pages integration page Facebook Pages's Help Center Facebook Pages's API documentation ", "error": null, "slug": "facebook-pages", "help_title": "How to get started with Facebook Pages"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495978497549-Common-Problems-with-Kit-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495978497549-Common-Problems-with-Kit-on-Zapier", "title": "Common Problems with Kit on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Kit on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Kit Common Problems with Kit on Zapier Updated May 29, 2026 18:13 Subscriber isn't showing up on the form even though the task is successful By default, Kit requires subscribers to double-opt-in to emails for confirmation. That means they won't show up on the list until they confirm their subscription. If you'd like to automatically add them to the list, you can turn off the double opt-in by going to the Form settings, clicking Incentive Email, and selecting \"auto-confirm new members\" at the bottom. New subscribers in Kit are not triggering the Zap If you add subscribers manually in Kit, via the \"Import Subscribers\" button, the automation triggers (including Zap workflows) are not triggered. To trigger the Zap, add subscribers through a form or landing page, or through a Zap or the Kit API. ", "error": null, "slug": "kit", "help_title": "Common Problems with Kit on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33088876078221-Pipedrive-error-Neither-an-Organization-nor-a-Person-were-provided", "final_url": "https://help.zapier.com/hc/en-us/articles/33088876078221-Pipedrive-error-Neither-an-Organization-nor-a-Person-were-provided", "title": "Pipedrive error: Neither an Organization nor a Person were provided", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Pipedrive error: Neither an Organization nor a Person were provided &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Pipedrive Pipedrive error: Neither an Organization nor a Person were provided Updated March 04, 2026 04:38 When using Pipedrive’s Create Lead action, you get the error “Neither an Organization nor a Person were provided”. You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the Person and Organization fields are mapped with fields containing text instead of IDs. How to fix it To fix it: If necessary, add Find Person and Find Organization action steps before the Create Lead action . This step is only necessary if the preceding steps only provide a person's or organization's name instead of the person ID and organization ID . In your Create Lead step : Remove the currently mapped fields for Person and Organization. Replace them with fields containing the person ID and the organization ID . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "pipedrive", "help_title": "Pipedrive error: Neither an Organization nor a Person were provided"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496026725773-How-to-get-started-with-Kit-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496026725773-How-to-get-started-with-Kit-on-Zapier", "title": "How to get started with Kit on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Kit app on Zapier, you must have: A paid Kit account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Kit How to get started with Kit on Zapier Updated November 04, 2025 10:35 Kit and Zapier connect to automate your email marketing. You can trigger actions when new subscribers join and add subscribers to forms or sequences. Prerequisites To use the Kit app on Zapier, you must have: A paid Kit account. Connect Kit to Zapier To create an app connection to Kit on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kit . Click Add connection . A new browser tab or window will open. Log into Kit to authenticate. Grant Zapier permission to access your account if prompted to. Your Kit account is now successfully connected to Zapier. About Kit's app", "text": "How to get started with Kit on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Kit How to get started with Kit on Zapier Updated November 04, 2025 10:35 Kit and Zapier connect to automate your email marketing. You can trigger actions when new subscribers join and add subscribers to forms or sequences. Prerequisites To use the Kit app on Zapier, you must have: A paid Kit account. Connect Kit to Zapier To create an app connection to Kit on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kit . Click Add connection . A new browser tab or window will open. Log into Kit to authenticate. Grant Zapier permission to access your account if prompted to. Your Kit account is now successfully connected to Zapier. About Kit's app Triggers, searches, and actions Triggers Triggers New Form Subscriber (Instant) - Triggers when a subscription occurs on a specific form. New Sequence Subscriber (Instant) - Triggers when a subscriber is added to a sequence. Subscriber Added to Tag (Instant) - Triggers when a specific tag is added to a subscriber. New Unsubscribe (Instant) - Triggers when a subscriber unsubscribes from your emails. New Purchase (Instant) - Triggers when a new purchase is added to your account. New Subscriber (Instant) - Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins). Tag Removed From Subscriber (Instant) - Triggers when a specific tag is removed from a subscriber. Searches Searches Find Subscriber - Finds an existing confirmed subscriber by email. Actions Actions Create or Update Purchase - Adds a purchase to a subscriber, or updates an existing purchase. Add Tag to Subscriber - Add a subscriber to a specific tag. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Subscriber to Form - Subscribe someone to a specific form. Add Subscriber to Sequence - Add a subscriber to a specific sequence. Remove Tag From Subscriber - Remove a specific tag from a subscriber if they have it. Limitations By default, Kit requires subscribers to double-opt-in to emails for confirmation, meaning they will not show up on the list until they confirm their subscription. New subscribers added manually in Kit via the \"Import Subscribers\" button do not trigger automation triggers. Subscribers must be added through a form, landing page, Zapier, or the Kit API to trigger automations. Templates View all of Kit's templates . Use cases 6 ways to automate Kit with Zapier How to add subscribers to Kit forms from Typeform Additional Kit resources Zapier's Kit integration page Kit's Help Center Kit's API documentation ", "error": null, "slug": "kit", "help_title": "How to get started with Kit on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496046159757-Common-Problems-with-Kajabi-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496046159757-Common-Problems-with-Kajabi-on-Zapier", "title": "Common Problems with Kajabi on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Kajabi on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Kajabi Common Problems with Kajabi on Zapier Updated March 05, 2026 12:40 I'm receiving this error: \"uemail: uis already taken\" Sometimes, when we attempt to add an offer to an email address that's already received an offer previously, Kajabi returns this error. The reason behind that is Kajabi sets up an external_user_id by default which is different from the email address. When attempting to add another offer to the same user, the external_user_id needs be the same. This can be avoided by setting the user's email address as the external_user_id so it's the same each time. You can do this while setting up your Action step in Kajabi in the Zap Template like this: ", "error": null, "slug": "kajabi", "help_title": "Common Problems with Kajabi on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495922929037-How-to-get-started-with-Pipedrive-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495922929037-How-to-get-started-with-Pipedrive-on-Zapier", "title": "How to get started with Pipedrive on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Pipedrive app on Zapier, you must have: An active Pipedrive account (any plan including free trial). Pipedrive API access enabled for your user account (this is enabled by default for all users, but can be disabled by admins).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Pipedrive How to get started with Pipedrive on Zapier Updated May 29, 2026 18:14 Pipedrive and Zapier connect to automate your sales work. You can trigger actions when new deals or contacts are added and create new deals, contacts, or notes. Note Pipedrive is deprecating all V1 API endpoints on July 31, 2026. If your Zap workflows use deprecated Pipedrive steps, you must update them before this date. Learn more about what's changing and how to migrate your workflows . Prerequisites To use the Pipedrive app on Zapier, you must have: An active Pipedrive account (any plan including free trial). Pipedrive API access enabled for your user account (this is enabled by default for all users, but can be disabled by admins). Connect Pipedrive to Zapier To create an app connection to Pipedrive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pipedrive . Click Add connection . A new browser tab or window will open. Log into Pipedrive to authenticate. Grant Zapier permission to access your account if prompted to. Your Pipedrive account is now successfully connected to Zapier. About Pipedrive's app", "text": "How to get started with Pipedrive on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Pipedrive How to get started with Pipedrive on Zapier Updated May 29, 2026 18:14 Pipedrive and Zapier connect to automate your sales work. You can trigger actions when new deals or contacts are added and create new deals, contacts, or notes. Note Pipedrive is deprecating all V1 API endpoints on July 31, 2026. If your Zap workflows use deprecated Pipedrive steps, you must update them before this date. Learn more about what's changing and how to migrate your workflows . Prerequisites To use the Pipedrive app on Zapier, you must have: An active Pipedrive account (any plan including free trial). Pipedrive API access enabled for your user account (this is enabled by default for all users, but can be disabled by admins). Connect Pipedrive to Zapier To create an app connection to Pipedrive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pipedrive . Click Add connection . A new browser tab or window will open. Log into Pipedrive to authenticate. Grant Zapier permission to access your account if prompted to. Your Pipedrive account is now successfully connected to Zapier. About Pipedrive's app Triggers, searches, and actions Triggers New Activity (Instant) - Triggers when a new activity is created. New Deal (Instant) - Triggers when a new deal is created. New Lead (Polling) - Triggers when a lead is created. New Note (Instant) - Triggers when a new note is created. New Organization (Instant) - Triggers when a new organization is created. New Person (Instant) - Triggers when a new person is created. New Project (Polling) - Triggers when a new project is created. New Comments in Notes (Polling) - Triggers when a new comment is added to a note. Updated Deal (Instant) - Triggers when an existing deal is updated. Updated Deal Stage (Instant) - Triggers when a deal moves to a different stage. Updated Organization (Instant) - Triggers when an existing organization is updated. Updated Person (Instant) - Triggers when an existing person is updated. Deleted Person (Instant) - Triggers when an existing person is deleted. Activity Matching Filter (Polling) - Triggers when an activity newly matches a Pipedrive filter for the first time. Deal Matching Filter (Polling) - Triggers when a deal newly matches a Pipedrive filter for the first time. Organization Matching Filter (Polling) - Triggers when an organization newly matches a Pipedrive filter for the first time. Person Matching Filter (Polling) - Triggers when a person newly matches a Pipedrive filter for the first time. Searches Find Activities - Finds activities by subject, owner, type, dates, and other criteria. Find Deals - Finds deals by any field. Find Deals Associated With a Person - Finds deals linked to a specific person. Find Leads - Finds leads based on your search criteria. Find Notes - Finds notes by deal, lead, person, user, or organization. Find Organizations - Finds organizations by any field. Find Persons - Finds persons by ID or field search. Find Products - Finds products by name or other criteria. Find Product Variations - Finds variations of a specific product. Find Project(s) - Finds projects by title, description, notes, or custom fields. Find Tasks - Finds tasks by project or other criteria. Find Users - Finds users by name, email, or ID. Get Activity Type - Gets details about a specific activity type by ID. Get Deal - Gets a specific deal by ID. Get Lead - Gets a specific lead by ID. Get Note - Gets a specific note by ID. Get Organization - Gets a specific organization by ID. Get Person - Gets a specific person by ID. Get Product - Gets a specific product by ID. Get Project - Gets a specific project by ID. Get Stage - Gets a specific pipeline stage by ID. Get User - Gets a specific user by ID. Find or Create Activity - Finds an activity, or creates one if none is found. Find or Create Deal - Finds a deal by field search, or creates one if none is found. Find or Create Lead - Finds a lead, or creates one if none is found. Find or Create Organization - Finds an organization, or creates one if none is found. Find or Create Person - Finds a person by field search, or creates one if none is found. Find or Create Product - Finds a product, or creates one if none is found. Find or Create Project - Finds a project by field search, or creates one if none is found. Find or Create Task - Finds a task, or creates one if none is found. Actions Create Activity - Creates a new activity. Create Deal - Creates a new deal. Create Lead - Creates a new lead. Create Note - Creates a new note. Create Organization - Creates a new organization. Create Person - Creates a new person. Create Product - Creates a new product. Create Project - Creates a new project. Create Task - Creates a new task. Update Activity - Updates an existing activity. Update Deal - Updates an existing deal. Update Lead - Updates an existing lead. Update Organization - Updates an existing organization. Update Person - Updates an existing person. Update Product - Updates an existing product. Update Project - Updates an existing project. Update Task - Updates an existing task. Add Discount to Deal - Adds a discount to an existing deal. Add Follower - Adds a follower to a deal, organization, person, or product. Add Label to Person - Adds an existing label to a person. Add Product to Deal - Adds a product to an existing deal. Add Product Variation - Adds a product variation to a product. Add/Remove Deal Labels - Adds or removes labels from a deal. Attach File - Attaches a file to a deal, person, organization, activity, or product. Limitations API rate limiting applies. Pipedrive has token-based rate limiting with daily budgets calculated as 30,000 base tokens × subscription plan multiplier × number of seats. Burst limits apply per user with 20-120 requests per 2 seconds depending on plan. Maximum of 10,000 POST/PUT requests daily per user per 24 hours, with limits reset at midnight UTC. Only the primary (first) phone number can be pulled from Pipedrive contacts, even if multiple numbers are stored. Custom currency fields require both amount and currency code to be populated, otherwise data may not appear in Pipedrive. Templates View all of Pipedrive's templates . Use cases 7 ways to automate Pipedrive with Zapier Additional Pipedrive resources Zapier's Pipedrive integration page Pipedrive's Help Center Pipedrive's API documentation ", "error": null, "slug": "pipedrive", "help_title": "How to get started with Pipedrive on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495937445773-Common-problems-with-Pipedrive-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495937445773-Common-problems-with-Pipedrive-on-Zapier", "title": "Common problems with Pipedrive on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Pipedrive Common problems with Pipedrive on Zapier Updated March 12, 2026 13:39 Not all activities are triggering my Zap The New Activity trigger defaults to only activities created by the user whose account is connected to Zapier. To trigger on activities from multiple users, select Everyone from the User dropdown menu: Old deals are triggering my Zap Note This issue applies to deprecated V1 Pipedrive", "text": "Common problems with Pipedrive on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Pipedrive Common problems with Pipedrive on Zapier Updated March 12, 2026 13:39 Not all activities are triggering my Zap The New Activity trigger defaults to only activities created by the user whose account is connected to Zapier. To trigger on activities from multiple users, select Everyone from the User dropdown menu: Old deals are triggering my Zap Note This issue applies to deprecated V1 Pipedrive triggers. The current New Deal and Updated Deal Stage triggers use instant webhooks and are not affected. Learn more about migrating to the latest Pipedrive triggers . The deprecated \"New Deal\" and \"New Deal in Stage\" polling triggers can return deals that are old or have been in the stage for a while but were recently updated. This happens because when the Zap is turned on, it only gets the 100 most recently updated deals. If a deal is updated that is not one of the \"original 100\", the Zap thinks it's new and triggers. To work around this, create a filter in Pipedrive that takes into account the date the deal was created. Then, in your trigger setup, select that filter from the Filter field: My note is not formatted correctly The Note Content field accepts HTML for formatting. If you want line breaks, bold, or italic text, you can add HTML tags . For example, entering this: < b > This is bold text b > < br > < br > < em > This text is italics em > Results in this: Not all phone numbers are showing up Pipedrive allows you to add multiple numbers when creating a new person (for example, \"work,\" \"mobile,\" and \"home\"): However, Zapier can only pull the first number entered in the list (the primary phone number): To work around this, add the phone number to a note or another field that Zapier can pull. Custom currency field data does not appear in Pipedrive This happens when the amount field is filled out but the currency field is left empty, or vice versa. Pipedrive requires both fields to be populated for the data to display. To fix this, in your Pipedrive action step: Enter the numeric value in the amount field (for example, 100.00 ). Enter the three-letter currency code in the currency field (for example, USD , EUR , or VUV ). You can find supported currency codes in your Pipedrive currency settings . If you leave the currency field blank, it defaults to your Pipedrive account's default currency setting. I want to trigger off of custom events The \"Matching Filter\" triggers give you more flexibility for choosing what events trigger your Zap. These filters are defined in the Pipedrive app and can be configured in a variety of ways. Learn more about filtering in Pipedrive . How do I get the owner's name and email from a deal? When you use the Find Deals search, the deal data includes an Owner field with an owner ID. This owner is a Pipedrive User (a team member), not a Person (a contact). Users are members of your Pipedrive team (employees or sales reps who use Pipedrive). Persons are contacts or leads (customers or prospects stored in your Pipedrive account). To retrieve the owner's name and email address: Use the Find Deals search to find your deal. Add a Get User search step after your Find Deals step. Map the Owner ID field from the Find Deals step to the Get User search. The Get User search will return the owner's name, email address, and other user details. Still need help? If these steps did not fix the issue, you have a few other options: Contact Zapier Support . The Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about how to get help and support with Zapier . ", "error": null, "slug": "pipedrive", "help_title": "Common problems with Pipedrive on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33088851998349-Pipedrive-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/33088851998349-Pipedrive-error-Nothing-could-be-found-for-the-search", "title": "Pipedrive error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Pipedrive error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Pipedrive Pipedrive error: Nothing could be found for the search Updated May 29, 2026 18:14 When using any of Pipedrive search actions in your Zap workflows, you see the error message \"Nothing could be found for the search\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The mapped field from the previous step contains text instead of an ID that Pipedrive expects. The mapped field data does not exist in Pipedrive when searching for text. You attempted to search for data within a custom field type that Pipedrive does not support . For searches, Pipedrive only supports text, large text, numerical, monetary, autocomplete, phone, and address type custom fields. You used an exact match search, which restricts your search results. This means it can be affected by the case, spelling, punctuation, spacing, special characters, and word order. How to fix it To fix this issue, in your Pipedrive search step: Ensure the Field to Search By field contains a supported field type and has not been set as a custom value . You can also create a lookup table with the relevant Pipedrive IDs to dynamically update the Field to Search By field using custom values . If you’re using exact match search, try using a broader search (fuzzy). This will allow the Zap step to find similar results such as closely related phrases or keywords. To enable fuzzy search: In the Search for an Exact Match? field, select No . If you must use exact match search, add a Formatter step to remove unnecessary formatting (e.g., extra spaces, special characters) from the search query to improve matching accuracy. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "pipedrive", "help_title": "Pipedrive error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496014369677-How-to-get-started-with-Kajabi-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496014369677-How-to-get-started-with-Kajabi-on-Zapier", "title": "How to get started with Kajabi on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the Kajabi app on Zapier, you must have: An active Kajabi account (any paid plan - Kickstarter, Basic, Growth, or Pro). At least one purchase, form submission, or completed assessment on your Kajabi site (depending on the specific Zapier connection you want to create). A paid Zapier account, as Kajabi is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Kajabi How to get started with Kajabi on Zapier Updated April 10, 2026 17:03 Kajabi and Zapier connect to automate your course business. You can trigger when forms are submitted or purchases made and create submissions or grant offer access. Available on plans: Free Professional Team Enterprise Prerequisites To use the Kajabi app on Zapier, you must have: An active Kajabi account (any paid plan - Kickstarter, Basic, Growth, or Pro). At least one purchase, form submission, or completed assessment on your Kajabi site (depending on the specific Zapier connection you want to create). A paid Zapier account, as Kajabi is a premium app on Zapier. Connect Kajabi to Zapier Find your Kajabi credentials To find your API Key and secret, refer to Kajabi’s instructions . Connect to Kajabi on Zapier To create an app connection to Kajabi on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kajabi . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Kajabi API Key . API Secret : Enter your Kajabi API Secret . Click Yes, Continue to Kajabi . Your Kajabi account is now successfully connected to Zapier. About Kajabi's app", "text": "How to get started with Kajabi on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Kajabi How to get started with Kajabi on Zapier Updated April 10, 2026 17:03 Kajabi and Zapier connect to automate your course business. You can trigger when forms are submitted or purchases made and create submissions or grant offer access. Available on plans: Free Professional Team Enterprise Prerequisites To use the Kajabi app on Zapier, you must have: An active Kajabi account (any paid plan - Kickstarter, Basic, Growth, or Pro). At least one purchase, form submission, or completed assessment on your Kajabi site (depending on the specific Zapier connection you want to create). A paid Zapier account, as Kajabi is a premium app on Zapier. Connect Kajabi to Zapier Find your Kajabi credentials To find your API Key and secret, refer to Kajabi’s instructions . Connect to Kajabi on Zapier To create an app connection to Kajabi on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kajabi . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Kajabi API Key . API Secret : Enter your Kajabi API Secret . Click Yes, Continue to Kajabi . Your Kajabi account is now successfully connected to Zapier. About Kajabi's app Triggers, searches, and actions Triggers Triggers - Assessment Completed (Instant) - Trigger when someone completes an assessment - Cart Purchase (Instant) - Triggers when a cart is purchased - New Purchase (Instant) - Triggers when an offer is purchased - Tag Removed (Instant) - Triggers when a tag is removed from a contact - New Form Submission (Instant) - Triggers when a form is submitted - New Payment (Instant) - Triggers when a new payment is completed - Tag Added (Instant) - Triggers when a tag is added to a contact Searches Searches - No search actions available Actions Actions - Create Form Submission - Submits a Form on behalf of a contact. This will opt in the contact for email marketing - Grant Access to an Offer - Grants a new or existing member access to an Offer and its Products - Revoke Access to an Offer - Revokes access to an offer from the specified member Limitations This integration is exclusively for New Kajabi. It is not compatible with Kajabi Next. Templates View all of Kajabi's templates . Use cases 4 Kajabi integration ideas to automate your online courses New App: Master Your Digital Storefront with Kajabi and Zapier Additional Kajabi resources Zapier's Kajabi integration page Kajabi's Help Center Kajabi's API documentation ", "error": null, "slug": "kajabi", "help_title": "How to get started with Kajabi on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495969317005-Common-problems-with-Twilio-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495969317005-Common-problems-with-Twilio-on-Zapier", "title": "Common problems with Twilio on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common problems with Twilio on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Twilio Common problems with Twilio on Zapier Updated June 21, 2024 08:24 New SMS won't trigger my Zap Check if the number has a webhook setup in Twilio. To do this: Go to your phone number's configuration page . Choose the number you want to work with. If you do not have a webhook to use, you can set up the number with a TwiML bin. This will provide an endpoint for the messages to go to, so messages are received without changing any part of your current messaging flow. Zapier is missing some incoming SMS messages When your Zap runs (either every 5 or 15 minutes, depending on your plan), Zapier is only able to see the last 50 messages. If you receive more than 50 messages between cycles, the Zap would miss all but the last 50 messages received since the last time the Zap ran. Can I use MMS? Zapier supports MMS for the 'Send SMS' action, but not for SMS triggers. To take advantage of that action, you'll need a direct link to the file so you can insert it under the 'Media URL' field in your zap. Is there a limit to the media that can be sent via MMS? Yes, there is. Media may include up to forty seconds of video, audio, one image, or a slideshow of multiple images. My call isn't being forwarded The Send Digits field is a string of numbers that are dialed after the call is connected, but it does not forward the call to a new number. It is meant more to respond to menu options, like \"push 1 to talk to sales\". We don't currently support forwarding a call via Twilio, but if you email us we'll add your vote to the feature request. The phone number is not a valid mobile number We normally see this error if a landline phone number has been used instead of mobile phone number. Double-check the number being sent to Twilio to see if that could be the case here. The phone number is invalid If you're running into this error, it's likely that the phone number supplied is in a format that Twilio isn’t expecting. Twilio expects Phone numbers to be in E.164 format, beginning with ‘+’. Read Twilio’s guide on the accepted E.164 format here . The 'From' number is not a valid phone number, shortcode, or alphanumeric sender ID\" Error The first thing to check here is that the Alphanumeric SenderID is enabled in Twilio. Twilio’s guide on How to get an Alphanumeric Sender ID details how to check whether this feature has been enabled in your Twilio account. The next thing to check is whether you’re sending messages to countries that support Alphanumeric Sender IDs. The US for example does not support Alphanumeric Sender IDs. See details of International support for Alphanumeric Sender ID here If neither of the above applies then it could be that the Alphanumeric Sender ID has been blacklisted. You’ll need to reach out to Twilio’s support team to verify if this is the case. My message has been cut short! Twilio allows for sending of up to 1600 characters but the Twilio app will automatically truncate messages down to 160 characters. You’ll want to make sure that the \"send large message\" option is set to “yes” on the Zap to ensure the full message is sent. ", "error": null, "slug": "twilio", "help_title": "Common problems with Twilio on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39881918440717-How-to-get-started-with-MailerLite-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39881918440717-How-to-get-started-with-MailerLite-on-Zapier", "title": "How to get started with MailerLite on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the MailerLite app on Zapier, you must have: An active MailerLite account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailerLite How to get started with MailerLite on Zapier Updated September 26, 2025 13:47 MailerLite and Zapier connect to automate your email marketing. You can trigger actions when new subscribers join and create or update subscribers from other apps. Prerequisites To use the MailerLite app on Zapier, you must have: An active MailerLite account. Connect MailerLite to Zapier To create an app connection to MailerLite on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MailerLite . Click Add connection . A Connect an Account page will open in a browser tab or window. In API Token field, enter your MailerLite API token . Learn how to find your MailerLite API token . Click Yes, Continue to MailerLite . Your MailerLite account is now successfully connected to Zapier. About MailerLite's app", "text": "How to get started with MailerLite on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailerLite How to get started with MailerLite on Zapier Updated September 26, 2025 13:47 MailerLite and Zapier connect to automate your email marketing. You can trigger actions when new subscribers join and create or update subscribers from other apps. Prerequisites To use the MailerLite app on Zapier, you must have: An active MailerLite account. Connect MailerLite to Zapier To create an app connection to MailerLite on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MailerLite . Click Add connection . A Connect an Account page will open in a browser tab or window. In API Token field, enter your MailerLite API token . Learn how to find your MailerLite API token . Click Yes, Continue to MailerLite . Your MailerLite account is now successfully connected to Zapier. About MailerLite's app Triggers, searches, and actions Triggers Subscriber Clicked Campaign Link (Instant) - Triggers when a subscriber clicks a link in a campaign. Campaign Sent (Instant) - Triggers when a campaign has been sent out. Subscriber Added to Group (Instant) - Triggers when a subscriber is added to a group. Subscriber Bounced (Instant) - Triggers when an email to a subscriber bounces. Subscriber Deleted (Instant) - Triggers when a subscriber is deleted or forgotten. Subscriber Triggered Automation (Instant) - Triggers when a subscriber triggers a selected workflow. Subscriber Fields Updated (Instant) - Triggers when the subscriber fields have been updated. Subscriber Opened Campaign (Instant) - Triggers when a subscriber opens a campaign. Spam Complaint (Instant) - Triggers when a subscriber issues a spam complaint about an email. Subscriber Completed Automation (Instant) - Triggers when a subscriber completed a selected workflow. Subscriber Created (Instant) - Triggers when a subscriber was created on your mailing list. Subscriber Removed From Group (Instant) - Triggers when a subscriber has been removed from a group. Subscriber Unsubscribed (Instant) - Triggers when a subscriber has unsubscribed from your mailing list. Searches Find a Subscriber - Search for a subscriber by email or name. Find a Group - Search for a group by name. Actions Change Subscriber Email - Change subscriber email to another. Create Subscribers Group - Create a new subscribers group. Remove Subscriber From a Group - Remove subscriber from a specific group by email address. Unsubscribe Subscriber - Sets the contact's status to \"Unsubscribed\". Add Subscriber to a Group - Add existing subscriber to a specific group by email address. Create a Draft Campaign - Create a Draft Campaign. Create or Update Subscriber - Create a new subscriber or Update an existing subscriber based on their email. Send a Campaign - Send a campaign to a subscriber group or segment. Limitations API rate limits of 120 requests per minute for the new MailerLite API, and 60 requests per minute for individual endpoints on MailerLite Classic. Rate limit exceeded responses return a 429 \"Too Many Attempts\" error when the global rate limit of 120 requests per minute is exceeded. Templates View all of MailerLite's templates . Use cases 6 ways to automate MailerLite Master the timing of your email marketing with MailerLite Additional MailerLite resources Zapier's MailerLite integration page MailerLite's Help Center MailerLite's API documentation ", "error": null, "slug": "mailerlite", "help_title": "How to get started with MailerLite on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495976377613-How-to-get-started-with-Acuity-Scheduling-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495976377613-How-to-get-started-with-Acuity-Scheduling-on-Zapier", "title": "How to get started with Acuity Scheduling on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Acuity Scheduling app on Zapier, you must have: View & edit or administrator access .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Acuity Scheduling How to get started with Acuity Scheduling on Zapier Updated May 29, 2026 18:14 Acuity Scheduling and Zapier automate your scheduling and client management. You can use triggers like new appointments or cancellations to automatically update a client or block off time on your calendar. Prerequisites To use the Acuity Scheduling app on Zapier, you must have: View & edit or administrator access . Connect Acuity Scheduling to Zapier To create an app connection to Acuity Scheduling on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Acuity Scheduling . Click Add connection . A new browser tab or window will open. Log into Acuity Scheduling to authenticate. Grant Zapier permission to access your account if prompted to. Your Acuity Scheduling account is now successfully connected to Zapier. About Acuity Scheduling's app Triggers, searches, and actions Triggers Appointment Start - Triggers a specified time before an appointment starts. Appointment Canceled - Triggers when an appointment is canceled. New Product Order - Triggers when a new order is completed. New Appointment - Triggers when a new appointment is scheduled. Appointment Rescheduled - Triggers when an appointment in Acuity gets rescheduled. Searches Find Appointment by ID - Finds an existing appointment by appointment ID. Find Appointments by Client Info - Find existing appointments from client info. Actions Add Package Code - Adds a new package code. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Coupon Code - Adds a new coupon code. Add Blocked Off Time - Block off a new range of time on your schedule. Add or Update Client - This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client. Limitations Zapier is not compatible with Acuity's HIPAA-enabled setting. Acuity supports up to 25 Zap workflows per contributor , with each contributor requiring view & edit or administrator access to connect to Zapier. Templates View all of Acuity Scheduling's templates . Use cases 7 ways to integrate Acuity Scheduling with your other apps Can you use Acuity Scheduling with Zapier? Yes. Additional Acuity Scheduling resources Zapier's Acuity Scheduling integration page Acuity Scheduling ", "text": "How to get started with Acuity Scheduling on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Acuity Scheduling How to get started with Acuity Scheduling on Zapier Updated May 29, 2026 18:14 Acuity Scheduling and Zapier automate your scheduling and client management. You can use triggers like new appointments or cancellations to automatically update a client or block off time on your calendar. Prerequisites To use the Acuity Scheduling app on Zapier, you must have: View & edit or administrator access . Connect Acuity Scheduling to Zapier To create an app connection to Acuity Scheduling on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Acuity Scheduling . Click Add connection . A new browser tab or window will open. Log into Acuity Scheduling to authenticate. Grant Zapier permission to access your account if prompted to. Your Acuity Scheduling account is now successfully connected to Zapier. About Acuity Scheduling's app Triggers, searches, and actions Triggers Appointment Start - Triggers a specified time before an appointment starts. Appointment Canceled - Triggers when an appointment is canceled. New Product Order - Triggers when a new order is completed. New Appointment - Triggers when a new appointment is scheduled. Appointment Rescheduled - Triggers when an appointment in Acuity gets rescheduled. Searches Find Appointment by ID - Finds an existing appointment by appointment ID. Find Appointments by Client Info - Find existing appointments from client info. Actions Add Package Code - Adds a new package code. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Coupon Code - Adds a new coupon code. Add Blocked Off Time - Block off a new range of time on your schedule. Add or Update Client - This action updates a client's information in Acuity Scheduling. If the client does not exist, it creates a new client. Limitations Zapier is not compatible with Acuity's HIPAA-enabled setting. Acuity supports up to 25 Zap workflows per contributor , with each contributor requiring view & edit or administrator access to connect to Zapier. Templates View all of Acuity Scheduling's templates . Use cases 7 ways to integrate Acuity Scheduling with your other apps Can you use Acuity Scheduling with Zapier? Yes. Additional Acuity Scheduling resources Zapier's Acuity Scheduling integration page Acuity Scheduling Help Center Integrating Acuity Scheduling with Zapier Acuity Scheduling's API documentation ", "error": null, "slug": "acuity-scheduling", "help_title": "How to get started with Acuity Scheduling on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495953727373-How-to-get-started-with-Twilio-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495953727373-How-to-get-started-with-Twilio-on-Zapier", "title": "How to get started with Twilio on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Twilio app on Zapier, you must have: A Twilio account (free trial or paid account). At least one verified phone number in your Twilio account (required for trial accounts to send/receive messages and calls). For SMS messaging: Toll Free verification completed if", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Twilio How to get started with Twilio on Zapier Updated March 04, 2026 04:41 Twilio and Zapier connect to automate SMS and calls. You can trigger actions when receiving messages or calls and send SMS or make phone calls. Prerequisites To use the Twilio app on Zapier, you must have: A Twilio account (free trial or paid account). At least one verified phone number in your Twilio account (required for trial accounts to send/receive messages and calls). For SMS messaging: Toll Free verification completed if using US numbers (required for trial accounts). A Twilio phone number (automatically assigned to trial accounts, or purchased for paid accounts). Connect Twilio to Zapier Find your Twilio credentials To find your Twilio Account SID and Auth Token: Log into your Twilio account. Go to your User account settings . In the Account Info section, you can find your Account SID and Auth Token . Note Instructions for locating your Account SID and Auth Token may vary depending if you have a Twilio Account or a Subaccount Connect to Twilio on Zapier To create an app connection to Twilio on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Twilio . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Account SID : Enter your Twilio Account SID . Auth Token : Enter your Twilio Auth Token . Click Yes, Continue to Twilio . Your Twilio account is now successfully connected to Zapier. About Twilio's app", "text": "How to get started with Twilio on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Twilio How to get started with Twilio on Zapier Updated March 04, 2026 04:41 Twilio and Zapier connect to automate SMS and calls. You can trigger actions when receiving messages or calls and send SMS or make phone calls. Prerequisites To use the Twilio app on Zapier, you must have: A Twilio account (free trial or paid account). At least one verified phone number in your Twilio account (required for trial accounts to send/receive messages and calls). For SMS messaging: Toll Free verification completed if using US numbers (required for trial accounts). A Twilio phone number (automatically assigned to trial accounts, or purchased for paid accounts). Connect Twilio to Zapier Find your Twilio credentials To find your Twilio Account SID and Auth Token: Log into your Twilio account. Go to your User account settings . In the Account Info section, you can find your Account SID and Auth Token . Note Instructions for locating your Account SID and Auth Token may vary depending if you have a Twilio Account or a Subaccount Connect to Twilio on Zapier To create an app connection to Twilio on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Twilio . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Account SID : Enter your Twilio Account SID . Auth Token : Enter your Twilio Auth Token . Click Yes, Continue to Twilio . Your Twilio account is now successfully connected to Zapier. About Twilio's app Triggers, searches, and actions Triggers New Phone Number (Polling) - Triggers when you add a new phone number. New Recording (Polling) - Triggers when a new recording is available on your account. New Transcription (Polling) - Triggers when a new transcription is available on your account. New Call (Instant) - Triggers when a call is finished on your Twilio number. New SMS (Polling) - Triggers when an SMS is sent to your Twilio number. New WhatsApp Message (Polling) - Triggers when a WhatsApp message is sent to your Twilio number. Searches No search actions found for Twilio. Actions Call Phone - Call a number or numbers and say a message. Send SMS - Send a SMS to a number or numbers. Send WhatsApp Message - Send a WhatsApp message to one or more recipients. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Messages should not contain any reference to alcohol, illegal drugs, cannabis/cbd, firearms, gambling, prescription medication, tobacco or adult content. Learn more about Twilio's Messaging policy . API rate limits apply. Twilio has rate limits and concurrent request limits that may result in 429 Too Many Requests responses during high usage periods. Templates View all of Twilio's templates . Use cases 7 ways to automate Twilio with Zapier How to Use Google Calendar and Twilio to Setup a Support Shift Rotation How to Build a Smarter International Phone with Twilio in Just 15 Minutes Additional Twilio resources Zapier's Twilio integration page Twilio's Help Center Twilio's API documentation ", "error": null, "slug": "twilio", "help_title": "How to get started with Twilio on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495991159693-Common-Problems-with-YouTube", "final_url": "https://help.zapier.com/hc/en-us/articles/8495991159693-Common-Problems-with-YouTube", "title": "Common Problems with YouTube", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with YouTube &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files YouTube Common Problems with YouTube Updated May 29, 2026 18:13 My videos aren't being found by the New Video in Channel trigger Check your Channel field has your Youtube Channel ID mapped. My Zap can't find a video even though I know it exists We can only trigger Zap workflows videos that are set to public . Videos that are private or unlisted can't trigger your Zap workflows. SoftTimeLimitExceeded Error The process of downloading the video (from the origin) and uploading it to YouTube must finish within 180 seconds (three minutes). Otherwise, our system will cancel the process. Zapier suggests compressing your video so that it can be uploaded correctly. I can't upload more than 5 videos in a day If you're on a Free or Trial Zapier plan, you're limited to uploading up to 5 videos in a 24-hour period with the YouTube app. To fix held Zap runs, wait 24 hours, and you can replay them. In addition, the daily upload quota is imposed by YouTube's API. Each video upload consumes 1,600 quota units, and typically the default quota is 10,000 units per day. This allows approximately 6 video uploads per user per day. Learn more about Youtube's quota calculator . My Zap does not show real data when I test the Upload Video action. When you test the YouTube action \"Upload Video\", the step will not upload the video. It will return default data so that you can continue setting up the Zap without affecting your channel. ", "error": null, "slug": "youtube", "help_title": "Common Problems with YouTube"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495973053453-How-to-get-started-with-YouTube-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495973053453-How-to-get-started-with-YouTube-on-Zapier", "title": "How to get started with YouTube on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the YouTube app on Zapier, you must have: A Google account with access to YouTube. For personal YouTube accounts, no special permissions required. For YouTube Studio Content Manager accounts , you need to be a channel owner. For Brand accounts , you need to be a channel owner or manager.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files YouTube How to get started with YouTube on Zapier Updated January 23, 2026 15:55 YouTube and Zapier connect to automate your video workflows. You can trigger actions when new videos are published to channels and upload videos to your channel. Prerequisites To use the YouTube app on Zapier, you must have: A Google account with access to YouTube. For personal YouTube accounts, no special permissions required. For YouTube Studio Content Manager accounts , you need to be a channel owner. For Brand accounts , you need to be a channel owner or manager. Connect YouTube to Zapier To create an app connection to YouTube on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select YouTube . Click Add connection . A new browser tab or window will open. Log into YouTube to authenticate. Grant Zapier permission to access your account if prompted to. Your YouTube account is now successfully connected to Zapier. Note Zapier’s YouTube app uses YouTube API Services. By using Zapier’s YouTube app, you are agreeing to be bound by YouTube’s Terms of Service and Google’s Privacy Policy . In addition to Zapier’s normal processes for deleting stored data, you can revoke Zapier’s access to your data through Google’s security settings , or by disconnecting the app account. About YouTube's app", "text": "How to get started with YouTube on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files YouTube How to get started with YouTube on Zapier Updated January 23, 2026 15:55 YouTube and Zapier connect to automate your video workflows. You can trigger actions when new videos are published to channels and upload videos to your channel. Prerequisites To use the YouTube app on Zapier, you must have: A Google account with access to YouTube. For personal YouTube accounts, no special permissions required. For YouTube Studio Content Manager accounts , you need to be a channel owner. For Brand accounts , you need to be a channel owner or manager. Connect YouTube to Zapier To create an app connection to YouTube on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select YouTube . Click Add connection . A new browser tab or window will open. Log into YouTube to authenticate. Grant Zapier permission to access your account if prompted to. Your YouTube account is now successfully connected to Zapier. Note Zapier’s YouTube app uses YouTube API Services. By using Zapier’s YouTube app, you are agreeing to be bound by YouTube’s Terms of Service and Google’s Privacy Policy . In addition to Zapier’s normal processes for deleting stored data, you can revoke Zapier’s access to your data through Google’s security settings , or by disconnecting the app account. About YouTube's app Triggers, searches, and actions Triggers New Comment on Video (Polling) - Triggers when a new comment is posted on a specific YouTube video. New Video in Channel (Polling) - Triggers when a new video is published to a specific YouTube channel. New Video by Search (Polling) - Triggers when a new video is uploaded that matches a specific search string. New Live Stream (Polling) - Triggers when a new live stream is created or becomes active for a specific YouTube channel. New Video in Playlist (Polling) - Triggers when a new video is added to a specific playlist. Searches Get Report - Creates a report on specified data from your owned and managed channels. Find Video - Search for videos on YouTube using various criteria like keywords, channel, date range, and more. Actions Upload Video - Post a video to your channel API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Video to Playlist - Add a video to one of your playlists Update Video Thumbnail - Updates the thumbnail image for a video. You must have verified your phone number in order to update a video's thumbnail image Limitations The daily upload quota is imposed by YouTube's API. Each video upload consumes 1,600 quota units, and typically the default quota is 10,000 units per day. This allows approximately 6 video uploads per user per day. However, if you're on a Free or Trial Zapier plan, you're limited to uploading up to 5 videos in a 24-hour period with the Youtube app. You can use YouTube's quota calculator to better understand how these limits are calculated. Zapier can only trigger on videos that are set to \"public\". Videos that are \"private\" or \"unlisted\" cannot trigger workflows. When testing the YouTube \"Upload Video\" action, the step will not actually upload the video but will return default data instead. Zapier’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy , including the Limited Use requirements. Templates View all of YouTube's templates . Use cases 4 ways to automate YouTube How to post new YouTube videos on Facebook Connect Instagram and YouTube for automated crossposting How to add new videos to YouTube from Google Drive Additional YouTube resources Zapier's YouTube integration page YouTube's Help Center YouTube's API documentation ", "error": null, "slug": "youtube", "help_title": "How to get started with YouTube on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495976435597-Common-Problems-with-Acuity-Scheduling", "final_url": "https://help.zapier.com/hc/en-us/articles/8495976435597-Common-Problems-with-Acuity-Scheduling", "title": "Common Problems with Acuity Scheduling", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Acuity Scheduling &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Acuity Scheduling Common Problems with Acuity Scheduling Updated September 03, 2023 20:06 My Appointment Start trigger isn't firing! This trigger can only fire once per appointment. So, if your Zap fires, and then your appointment gets rescheduled, it won't fire again for the new appointment time. To check if an appointment has been rescheduled, click on that appointment in your Acuity calendar, and \"view changes & notifications sent\" from within the appointment details. I have Duplicate Appointments triggering If a recurring appointment is made in Acuity, the New Appointment trigger will trigger once for each appointment scheduled at the time of the scheduling. Error: \"Maximum number of 25 active zaps reached for your Acuity account\" The Acuity API does not allow for more than 25 subscription webhooks to be enabled for any single Acuity account. As a workaround, each Acuity user can add multiple users to any Acuity account to work around this limitation. If you run into this error, please feel free to contact support , as we can add you to a feature request to increase this limit. ", "error": null, "slug": "acuity-scheduling", "help_title": "Common Problems with Acuity Scheduling"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496085961485-How-to-get-started-with-Wix-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496085961485-How-to-get-started-with-Wix-on-Zapier", "title": "How to get started with Wix on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Wix app on Zapier, you must have: A Wix account with a website (free or premium plan works). For custom Velo integrations : Wix Velo development environment enabled on your site.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Wix How to get started with Wix on Zapier Updated September 26, 2025 15:49 Wix and Zapier connect to automate your website workflows. You can trigger actions when forms are submitted, orders are placed, or bookings are made. Prerequisites To use the Wix app on Zapier, you must have: A Wix account with a website (free or premium plan works). For custom Velo integrations : Wix Velo development environment enabled on your site. Connect Wix to Zapier To create an app connection to Wix on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Wix . Click Add connection . A new browser tab or window will open. Log into Wix to authenticate. Grant Zapier permission to access your account if prompted to. Your Wix account is now successfully connected to Zapier. About Wix's app", "text": "How to get started with Wix on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Wix How to get started with Wix on Zapier Updated September 26, 2025 15:49 Wix and Zapier connect to automate your website workflows. You can trigger actions when forms are submitted, orders are placed, or bookings are made. Prerequisites To use the Wix app on Zapier, you must have: A Wix account with a website (free or premium plan works). For custom Velo integrations : Wix Velo development environment enabled on your site. Connect Wix to Zapier To create an app connection to Wix on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Wix . Click Add connection . A new browser tab or window will open. Log into Wix to authenticate. Grant Zapier permission to access your account if prompted to. Your Wix account is now successfully connected to Zapier. About Wix's app Triggers, searches, and actions Triggers Triggers eCommerce (Instant) - Triggers include: Order placed, Checkout abandoned. Events (Instant) - Triggers when an event ends, a ticket is ordered or a guest joins the waitlist. Tasks and Workflows (Instant) - Triggers include: Task assigned, task overdue, task deleted, workflow card added, workflow card moved Members and Contacts (Instant) - Triggers when contacts are created, group status changes, or on post activity. Forms (Instant) - Triggers when a form is submitted. File Share (Instant) - Triggers when folder access is requested or access is approved. Online Programs (Instant) - Triggers when members join, pay, leave or participants complete steps. Loyalty and Referrals (Instant) - Triggers when loyalty points is reached or when there is a successful referral. Wix Restaurants (Instant) - Triggers include: Order created, Order accepted, Delivery order ready and more. Wix Proposals (Instant) - Triggers include: Proposal template created, updated, deleted; proposal status changed. Segments (Instant) - Triggers include: Contact enters segment, contact leaves segment. Bookings (Instant) - Triggers when a session starts, ends or a client books or checks in. Chat and Inbox (Instant) - Triggers when a visitor is live on your site. Wix Forum (Instant) - Triggers include: Forum comment published, forum comment deleted, and more. Blog (Instant) - Triggers when a new blog post is published or a user comments on a post. Pricing Plans (Instant) - Trigger when a plan is purchased, canceled or soon to expire. CMS Forms (Instant) - Triggers when CMS form submitted. Wix Donations (Instant) - Triggers include: Donation created, donation updated, donation deleted and more. Payments (Instant) - Triggers include: Payment received, payment method updated, payment grace period starts, payment grace period ends. Wix Reviews (Instant) - Triggers include: Review is created, review updated, review deleted and more. Wix Portfolio (Instant) - Triggers when a project is created. Actions No actions available for this app. Searches No searches available for this app. Searches No searches available for this app. Actions No actions available for this app. Limitations CMS collections cannot be integrated with Zapier , such as syncing CMS collection changes with Google Sheets and other apps. Templates View all of Wix's templates . Use cases 5 Wix automation ideas Build a website that attracts new business with Wix Additional Wix resources Zapier's Wix integration page Wix's Help Center Wix's API documentation ", "error": null, "slug": "wix", "help_title": "How to get started with Wix on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33149043325325-WhatsApp-Notifications-error-Cannot-read-properties-of-undefined-reading-map", "final_url": "https://help.zapier.com/hc/en-us/articles/33149043325325-WhatsApp-Notifications-error-Cannot-read-properties-of-undefined-reading-map", "title": "WhatsApp Notifications error: Cannot read properties of undefined (reading ‘map’)", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "WhatsApp Notifications error: Cannot read properties of undefined (reading ‘map’) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Notifications WhatsApp Notifications error: Cannot read properties of undefined (reading ‘map’) Updated May 29, 2026 18:13 When using WhatsApp Notifications Send Message action in your Zap workflows, you see the error message \"Cannot read properties of undefined (reading ‘map’)\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: You’ve not selected a template. You used a custom value in the Template field. You cannot create your own template within Zapier. You must use one of the available pre-defined templates to send a message. How to fix it To fix this issue: In the Template field: Click the three dot icon . Select Static . Select a pre-defined template . (Optional) If you want more templates, send your suggestions to the Zapier Support team . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "whatsapp-notifications", "help_title": "WhatsApp Notifications error: Cannot read properties of undefined (reading ‘map’)"}
{"url": "https://help.zapier.com/hc/en-us/articles/19805639844621-Send-messages-in-Zap-workflows-using-WhatsApp-Notifications", "final_url": "https://help.zapier.com/hc/en-us/articles/19805639844621-Send-messages-in-Zap-workflows-using-WhatsApp-Notifications", "title": "Send messages in Zap workflows using WhatsApp Notifications", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Notifications Send messages in Zap workflows using WhatsApp Notifications Updated May 29, 2026 18:13 You can use WhatsApp Notifications in your Zap workflows to send yourself WhatsApp messages to your WhatsApp account. Messages are limited to prefilled templates for: New Lead New Message Payment Confirmation New Order Shipping Confirmation Calendar Reminder Zap Error To send yourself a text message: 1. Select your app and action event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select WhatsApp Notifications by Zapier . Click the Action event dropdown menu and select Send Message . Click Continue . 2. Confirm your phone number Click Sign In . The authentication dialog box will appear. Click the hyperlink this link . This will open a new tab in your browser to connect to your WhatsApp account. In the new tab, click Continue to Chat . You’ll then be prompted to open WhatsApp. If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application. If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead. Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send. Switch tabs to your authentication dialog box tab. Tip To switch between tabs, use the keyboard shortcut Cmd + Shift + A (Mac) or Alt + Shift + A (Windows) In the Phone Number (WhatsApp ) field, add your phone number linked to your WhatsApp account. It must include the country code, without any spaces or dashes. Click Send PIN. Zapier will send the OTP Code to your WhatsApp number. In the OTP Code field, add the OTP Code . Click Yes, Continue to WhatsApp Notifications by Zapier . Click Continue . 3. Customize your message From the Template dropdown, select what type of message you want to send: New Lead : 🚀 New lead alert: [First Name] [Last Name] is interested in your services! Email: [email address] Phone: [phone number] Lead Source [lead source] See Details: [link to lead] New Message : 📬 New message from [First Name] [Last Name]. Reply now at: [link to reply]. Payment Confirmation: 💰\"Cha-ching! You received a [payment amount] from[First name] [last name]! New Order : Hey there! 🛍️ Your order [order number] has been confirmed. Shippin", "text": "Send messages in Zap workflows using WhatsApp Notifications &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Notifications Send messages in Zap workflows using WhatsApp Notifications Updated May 29, 2026 18:13 You can use WhatsApp Notifications in your Zap workflows to send yourself WhatsApp messages to your WhatsApp account. Messages are limited to prefilled templates for: New Lead New Message Payment Confirmation New Order Shipping Confirmation Calendar Reminder Zap Error To send yourself a text message: 1. Select your app and action event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select WhatsApp Notifications by Zapier . Click the Action event dropdown menu and select Send Message . Click Continue . 2. Confirm your phone number Click Sign In . The authentication dialog box will appear. Click the hyperlink this link . This will open a new tab in your browser to connect to your WhatsApp account. In the new tab, click Continue to Chat . You’ll then be prompted to open WhatsApp. If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application. If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead. Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send. Switch tabs to your authentication dialog box tab. Tip To switch between tabs, use the keyboard shortcut Cmd + Shift + A (Mac) or Alt + Shift + A (Windows) In the Phone Number (WhatsApp ) field, add your phone number linked to your WhatsApp account. It must include the country code, without any spaces or dashes. Click Send PIN. Zapier will send the OTP Code to your WhatsApp number. In the OTP Code field, add the OTP Code . Click Yes, Continue to WhatsApp Notifications by Zapier . Click Continue . 3. Customize your message From the Template dropdown, select what type of message you want to send: New Lead : 🚀 New lead alert: [First Name] [Last Name] is interested in your services! Email: [email address] Phone: [phone number] Lead Source [lead source] See Details: [link to lead] New Message : 📬 New message from [First Name] [Last Name]. Reply now at: [link to reply]. Payment Confirmation: 💰\"Cha-ching! You received a [payment amount] from[First name] [last name]! New Order : Hey there! 🛍️ Your order [order number] has been confirmed. Shipping Confirmation : 📦 Good news! Your package is on its way! Track your order with this link: [Tracking Link] Calendar Reminder : \"📅 Friendly reminder:[calendar event name] at [date] at [time]. Zap Error : ⚠️ It looks like your Zap ran into an error: [Error Message] Link to Zap/Task History: [Link] Once a template is selected, the relevant fields related to the template will appear. Complete all relevant and required fields. Your message, including the template and all of the information you add, must be 1024 characters or fewer. Each link field only accepts one URL. Click Continue . Note Custom templates cannot be created. If you would like to see new templates added, let our Support team . 4. Test your step Click Test step. If the step is successful, you’ll receive a message. Once you’ve set up your WhatsApp Notification action, you can add another action or finish setting up your Zap. ", "error": null, "slug": "whatsapp-notifications", "help_title": "Send messages in Zap workflows using WhatsApp Notifications"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496039282189-How-to-get-started-with-Klaviyo-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496039282189-How-to-get-started-with-Klaviyo-on-Zapier", "title": "How to get started with Klaviyo on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Klaviyo app on Zapier, you must have: An active Klaviyo account (free or paid plan). Add Zapier as an app from Klaviyo's marketplace .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Klaviyo How to get started with Klaviyo on Zapier Updated August 15, 2025 15:01 Klaviyo and Zapier connect to automate email marketing. You can trigger actions when new profiles join lists or events occur and create subscribers or track customer actions. Prerequisites To use the Klaviyo app on Zapier, you must have: An active Klaviyo account (free or paid plan). Add Zapier as an app from Klaviyo's marketplace . Connect Klaviyo to Zapier To create an app connection to Klaviyo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Klaviyo . Click Add connection . A new browser tab or window will open. Log into Klaviyo to authenticate. Grant Zapier permission to access your account if prompted to. Your Klaviyo account is now successfully connected to Zapier. About Klaviyo's app", "text": "How to get started with Klaviyo on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Klaviyo How to get started with Klaviyo on Zapier Updated August 15, 2025 15:01 Klaviyo and Zapier connect to automate email marketing. You can trigger actions when new profiles join lists or events occur and create subscribers or track customer actions. Prerequisites To use the Klaviyo app on Zapier, you must have: An active Klaviyo account (free or paid plan). Add Zapier as an app from Klaviyo's marketplace . Connect Klaviyo to Zapier To create an app connection to Klaviyo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Klaviyo . Click Add connection . A new browser tab or window will open. Log into Klaviyo to authenticate. Grant Zapier permission to access your account if prompted to. Your Klaviyo account is now successfully connected to Zapier. About Klaviyo's app Triggers, searches, and actions Triggers Triggers New Event - Triggers on a new event. Optional filtering by metric. (Polling) New Profile - Triggers when a new Profile is created. Optionally filter for new Profiles that subscribed to a specific channel. (Polling) Profile added to Segment or List - Triggers when a Profile is added to a Segment or to a List. (Polling) Searches Searches Find Campaign - Find a campaign by name Find Segment - Find a segment by name Find Tag - Find a tag by name Find List - Find a list by name Find a Profile - Finds a Profile by email address or phone number. Optionally, provide a list to search within Find or Create Subscriber - Finds a subscriber, or optionally creates one if none are found Actions Actions Add Tag to List - Adds an existing tag to a list Create List - Creates a new list Create Event - Creates a new event for a specific metric Remove Tag From List - Removes an existing tag from a list Send Campaign - Sends a draft campaign immediately Create Or Update Profile - Create or Update a Profile and add it to a list you specify. Profiles are single or double opted in based on the list's settings Unsubscribe Profile - Unsubscribes a Profile from Email and/or SMS based on provided identifiers Add Profile to List - Adds an existing profile to a list Add Tag to Segment - Adds an existing tag to a Segment Create Profile - Creates a new Profile. Optionally subscribe the Profile to a channel (email or SMS) Remove Profile from List - Removes a Profile from a List Remove Tag from Segment - Removes an existing tag from a Segment Update Profile - Updates an existing profile and optionally adds them to a list Subscribe Profile - Subscribe a Profile to Email Marketing, SMS Marketing or both API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations API rate limits apply . Klaviyo's API has rate limits that can impact the performance of your Zapier integrations. These limits control the number of requests you can make in a given timeframe. XS: 1 request per second (burst), 15 requests per minute (steady) S: 3 requests per second (burst), 60 requests per minute (steady) M: 10 requests per second (burst), 150 requests per minute (steady) L: 75 requests per second (burst), 700 requests per minute (steady) XL: 350 requests per second (burst), 3,500 requests per minute (steady) Templates View all of Klaviyo's templates . Use cases 5 ways to automate Klaviyo with Zapier How to add subscribers to Klaviyo for new Shopify purchases Gamify your lead gen with Wheel of Popups and Klaviyo Additional Klaviyo resources Zapier's Klaviyo integration page Klaviyo's Help Center Klaviyo's API documentation ", "error": null, "slug": "klaviyo", "help_title": "How to get started with Klaviyo on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33153912437773-WhatsApp-Notifications-error-100-Invalid-parameter", "final_url": "https://help.zapier.com/hc/en-us/articles/33153912437773-WhatsApp-Notifications-error-100-Invalid-parameter", "title": "WhatsApp Notifications error: (#100) Invalid parameter", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "WhatsApp Notifications error: (#100) Invalid parameter &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Notifications WhatsApp Notifications error: (#100) Invalid parameter Updated May 29, 2026 18:13 When using the WhatsApp Notifications Send Message action in your Zap workflows, you see the error message \"Cannot read properties of undefined (reading ‘map’)\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when your message is more than 1024 characters long. The number of characters in your message, including the template and all of the information you add, cannot exceed 1024. How to fix it To fix this issue: Review the values in the fields in your Send Message action and whether or not they are essential. Use a Formatter step to truncate text. Shorten URLs to save characters. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "whatsapp-notifications", "help_title": "WhatsApp Notifications error: (#100) Invalid parameter"}
{"url": "https://help.zapier.com/hc/en-us/articles/11070671532045-Trigger-Zap-workflows-from-weather-forecasts", "final_url": "https://help.zapier.com/hc/en-us/articles/11070671532045-Trigger-Zap-workflows-from-weather-forecasts", "title": "Trigger Zap workflows from weather forecasts", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Trigger Zap workflows from weather forecasts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Other built-in tools Trigger Zap workflows from weather forecasts Updated May 29, 2026 18:18 You can use The Weather to look for or trigger from weather conditions found in Open Weather . Note Time and date fields are provided in UNIX time. You can convert these to different timestamp formats using the Formatter app. You must enter a latitude and longitude to use The Weather’s triggers and actions. You can use this latitude and longitude finder to look them up for your location. If you select Fahrenheit as your weather unit, The Weather returns all data in imperial units. If you select Celsius as your weather unit, The Weather returns all data in metric units. Use The Weather to trigger a Zap All triggers for The Weather app run once a day at 7AM and respect your account time zone . Choose your app and event In the Zap editor, click the Trigger step. A dialog box will open. In the App & event s tab, search for and select The Weather . Click the Event dropdown menu and select the event that will trigger the Zap. Click Continue . Set up your trigger Enter the latitude and longitude of the location you want weather conditions for. If using the Is There A Frost Warning Today?, Will It Rain Today?, Or Today’s Forecast triggers, select a weather unit . If using the Today’s Air Quality trigger, select an air quality threshold . This will trigger for the selected air quality threshold, as well as any air quality thresholds that are worse. Use The Weather to search for weather conditions Choose your app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select The Weather . Click the Action event dropdown menu and select the action that you want your Zap to perform. Set up your action Enter the latitude and longitude of the location you want weather conditions for. If using the Get Current Weather or Today’s Weather Forecast action, select a weather unit . Click Continue . ", "error": null, "slug": "weather", "help_title": "Trigger Zap workflows from weather forecasts"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496011910029-StoreClient-Javascript", "final_url": "https://help.zapier.com/hc/en-us/articles/8496011910029-StoreClient-Javascript", "title": "StoreClient (Javascript)", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "StoreClient (Javascript) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS StoreClient (Javascript) Updated February 05, 2024 17:48 Storing and retrieving data with StoreClient is very simple. There is no need to require it - it comes pre-imported in your Code environment. You will need to provide a secret that will protect your data. I recommend using Random.org's excellent password generator . Be very sure you pick a complex secret - if anyone guesses it they'll be able to read and write your data! Instantiating a client is very simple: var store = StoreClient('your secret here'); StoreClient is a promise based library and a great time to get familiar with async and await ! Most likely you just want to get and set some values - this is the simplest possible example: const store = StoreClient('your secret here'); await store.set('hello', 'world'); const value = await store.get('hello'); return {result: value} // value === 'world' If the value doesn't exist during your get() call - it will return a null value. Bulk Operations You can also save and retrieve multiple keys and values - a slightly more complex example: const store = StoreClient('your secret here'); await store.setMany({hello: 'world', foo: 'bar'}) const values = await store.getMany('hello', 'foo'); // values === {hello: 'world', foo: 'bar'} await store.deleteMany('hello', 'foo'); // or, if you want to wipe everything await store.clear(); Note, you can call getMany and deleteMany in a few different ways: store.getMany('hello', 'foo'); // as arguments store.getMany(['hello', 'foo']); // as array store.getMany({hello: null, foo: null}); // as object API You can also access the stored data via our store API. More info at https://store.zapier.com/ Limitations Any JSON serializable value can be saved. The secret must be under 32 chars in length. Every key must be under 32 chars in length. Every value must be under 250 kb. Only 500 keys may be saved per secret. Keys will expire if you do not touch them in 3 months. ", "error": null, "slug": "storage", "help_title": "StoreClient (Javascript)"}
{"url": "https://help.zapier.com/hc/en-us/articles/40852749640589-How-to-get-started-with-WhatsApp-Notifications-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40852749640589-How-to-get-started-with-WhatsApp-Notifications-on-Zapier", "title": "How to get started with WhatsApp Notifications on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the WhatsApp Notifications app on Zapier, you must have: A paid Zapier account. WhatsApp Notifications is a premium app on Zapier. An active WhatsApp account with a verified phone number. Acceptance that messages can only be sent to yourself (the account holder). You cannot send WhatsApp messages to other people's phone numbers.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Notifications How to get started with WhatsApp Notifications on Zapier Updated May 29, 2026 18:13 WhatsApp Notifications and Zapier connect to send instant messages. You can trigger messages from form submissions, emails, and calendar events. Available on plans: Free Professional Team Enterprise Prerequisites To use the WhatsApp Notifications app on Zapier, you must have: A paid Zapier account. WhatsApp Notifications is a premium app on Zapier. An active WhatsApp account with a verified phone number. Acceptance that messages can only be sent to yourself (the account holder). You cannot send WhatsApp messages to other people's phone numbers. Connect WhatsApp Notifications to Zapier To create an app connection to WhatsApp Notifications on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WhatsApp Notifications . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Phone Number (WhatsApp) field's help text , click the hyperlink this link . This will open a new tab in your browser to connect to your WhatsApp account. In the new tab, click Continue to Chat . You’ll then be prompted to open WhatsApp. If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application. If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead. Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send . Switch tabs to your authentication dialog box tab. Tip To switch between tabs, use the keyboard shortcut Cmd + Shift + A (Mac) or Alt + Shift + A (Windows) In the Phone Number (WhatsApp ) field, add your phone number linked to your WhatsApp account. It must include the country code, without any spaces or dashes. Click Send PIN. Zapier will send the OTP Code to your WhatsApp number. In the OTP Code field, add the OTP Code . Click Yes, Continue to WhatsApp Notifications by Zapier . Click Continue . Your WhatsApp Notifications account is now successfully connected to Zapier. About WhatsApp Notifications's app", "text": "How to get started with WhatsApp Notifications on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Notifications How to get started with WhatsApp Notifications on Zapier Updated May 29, 2026 18:13 WhatsApp Notifications and Zapier connect to send instant messages. You can trigger messages from form submissions, emails, and calendar events. Available on plans: Free Professional Team Enterprise Prerequisites To use the WhatsApp Notifications app on Zapier, you must have: A paid Zapier account. WhatsApp Notifications is a premium app on Zapier. An active WhatsApp account with a verified phone number. Acceptance that messages can only be sent to yourself (the account holder). You cannot send WhatsApp messages to other people's phone numbers. Connect WhatsApp Notifications to Zapier To create an app connection to WhatsApp Notifications on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WhatsApp Notifications . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Phone Number (WhatsApp) field's help text , click the hyperlink this link . This will open a new tab in your browser to connect to your WhatsApp account. In the new tab, click Continue to Chat . You’ll then be prompted to open WhatsApp. If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application. If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead. Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send . Switch tabs to your authentication dialog box tab. Tip To switch between tabs, use the keyboard shortcut Cmd + Shift + A (Mac) or Alt + Shift + A (Windows) In the Phone Number (WhatsApp ) field, add your phone number linked to your WhatsApp account. It must include the country code, without any spaces or dashes. Click Send PIN. Zapier will send the OTP Code to your WhatsApp number. In the OTP Code field, add the OTP Code . Click Yes, Continue to WhatsApp Notifications by Zapier . Click Continue . Your WhatsApp Notifications account is now successfully connected to Zapier. About WhatsApp Notifications's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Send Message - Sends a message to a WhatsApp user. Limitations Messages are limited to prefilled templates only . You cannot create custom templates and are restricted to 7 specific templates: New Lead, New Message, Payment Confirmation, New Order, Shipping Confirmation, Calendar Reminder, and Zap Error. Message content including template and all information must be 1024 characters or fewer. Each link field only accepts one URL. Templates View all of WhatsApp Notifications's templates . Use cases 7 WhatsApp Notifications automation ideas Get WhatsApp alerts for emails that match keywords in Gmail Improve lead conversions with Fillout Forms and WhatsApp Notifications Additional WhatsApp Notifications resources Zapier's WhatsApp Notifications integration page WhatsApp Notifications's API documentation ", "error": null, "slug": "whatsapp-notifications", "help_title": "How to get started with WhatsApp Notifications on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496293271053-Save-and-retrieve-data-from-Zap-workflows-using-Storage-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496293271053-Save-and-retrieve-data-from-Zap-workflows-using-Storage-by-Zapier", "title": "Save and retrieve data from Zap workflows using Storage by Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Save and retrieve data from Zap workflows using Storage by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS Save and retrieve data from Zap workflows using Storage by Zapier Updated July 24, 2026 15:06 Storage is a tool that allows you to create a data store to save and retrieve data from different Zap runs or Zap workflows. Using this tool does not count towards your task usage . Note Available on plans: Free Professional Team Enterprise 1. Add a Storage step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select Storage by Zapier . Click the Action event dropdown menu and select the storage action that you want your Zap to perform. Click Continue . 2. Set up a Storage account Your store is identified and protected by the store secret that you enter when you create a Storage account. This is analogous to both a username and a password for your Storage account. In the Account tab, click Sign in to Storage by Zapier . In the dialog box, enter a value in the Store Secret field. Click Yes, Continue . 3. Set a value in your store To set a value in your store: In the App & event tab, click the Event dropdown menu and select Set Value . In the Action tab: Enter the Key that you want to use to identify your stored values. Enter the Value to store. If this field is blank, the Zap will remove this key from your store. Click Continue . Example If you want to store your team’s Slack IDs, you can set the person’s name as the Key and their Slack ID as the Value . 4. Retrieve a value from your store To retrieve a value from your store: In the App & event tab, click the Event dropdown menu and select Get Value . In the Action tab: Enter the Key that you want to get a value from. Click the Should This Step Be Considered A “success” When Nothing Is Found? dropdown menu to choose how the Zap should proceed if no record was found during the search . (Optional) Select the Create Storage by Zapier Value if it doesn’t exist yet? checkbox if you want to create a new value in your store if no value is found. Additional fields will appear for you to enter a value. Click Continue . 5. Advanced storage operations There are a number of advanced storage operations for your Zap workflows: Get & Set a Child Value: store and retrieve a value based on a key and a child key. Remove Value & Child Value: independent actions to delete values. Set Value If: only set a value if the current value matches a previous value. Increment Value: store a number in a value and increment (or decrement) that number each time the Zap runs by a specified amount. Push Value onto List: add multiple values to a key in a list. Pop Value from List: remove a value from a list. Get List Values: return and format a list of values as a single piece of text based on a format. Get Secret: get your store secret to use in a Code step with a StoreClient. Limitations Storage keys: up to 32 characters, up to 500 keys per Storage account. Storage values: up to 1 MB (1,000,000 bytes). Storage will delete keys after 2 months of inactivity. Secrets: up to 36 characters. Store secrets must use UUID formatting. You can use the Online UUID Generator Tool to generate your store secret. Storage actions that use the same store secret will use the same store to store and retrieve data. For more info, see the Storage REST API . Tip If you need additional or long-term storage, you can use a spreadsheet app or database app to save and retrieve data from your Zap workflows. Check out examples of how to use Storage by Zapier for more inspiration. ", "error": null, "slug": "storage", "help_title": "Save and retrieve data from Zap workflows using Storage by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496197365389-Storage-examples-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496197365389-Storage-examples-in-Zap-workflows", "title": "Storage examples in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Storage examples in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS Storage examples in Zap workflows Updated May 29, 2026 18:18 You can use Storage by Zapier to preserve a small amount of data from one task for use later. This article includes examples of how to use Storage by Zapier for some common tasks. Note Storage keys can be no longer than 32 characters, and Storage values can be no larger than 25000 bytes. If you need to be able to store more than this, it's best to use an external SQL app. Example Use - Counting Triggers It’s often beneficial to report on the number times a Zap ran during a given day or week. One can use Storage Increment Value to count the times a Zap ran and a Schedule trigger to send a daily report. This would require 2 Zap workflows to do: Zap 1: Increment You can attach a storage action to increment a value to any Zap that you wish to track: Zap 2: Report The Zap above will increment the value, now we need a step to pull this data out and to send along as a notification. You would need to set up a trigger to fire every day, the Schedule by Zapier app is perfect for this. Then you need to pull the value from Storage: Next, you will wish to delete the value to reset this counter, so you can start a 0 the next day: Finally, you can send the value that you pulled during the Pull Value step to whatever action that we support. Example Use - Coupons You can use Storage to send and keep track of the coupons that you send to customers. This would require 2 Zap workflows to do: Zap 1: Add Coupon Codes to the Storage App In this example, we are populating the Storage with coupon codes from a Google Sheet trigger that fires whenever a new row is added to the sheet: Zap 2: Pull Coupon Codes from Storage and Send Them to Customers Now that we have our Storage loaded up with coupon codes to use, you can invoke storage as part of a second Zap that you use to deliver these codes one at a time. In this example, we are triggering off of a MailChimp New Subscriber, pulling the coupon from Storage, and then sending it to the customer in an email: Example Use - Child Values Storage by Zapier supports child values. Child values are nested values of data. This is useful if you want to be able to retrieve multiple related values at a time. Say, for instance, you’re storing information about “User_123”, including their name and email address. You could store this in a child value to be able to easily retrieve both the name and email address in one go. To Set a Child Value, you would use the action of the same name in the Storage app: You can then either pull all the Child Values for a key using the Get Value search action: Or you can pull a single value using the Get Child Values search action. In this case, we are pulling the email address for this value: Example Use - Round Robin Note Round Robin is a term used when you want to evenly distribute items to everyone in the group. This means that everyone will get a single \"thing\" before anyone gets a second \"thing\". This helps to evenly distribute actions over a group. There are multiple ways to do this with Zapier. The easiest and most reliable method uses a combination of Storage by Zapier along with the Formatter by Zapier app. This method relies on using a spreadsheet-like formula function in our Formatter tool: the Modulo function. The first step would be to use the Increment Value action of Storage to set up a counter that we can increment every time this Zap runs: Next up, we would use the counter to perform the \"modulo\" of the number of items in the list. The number after the comma is however many items you want to round robin. Using the Spreadsheet Formula, we can get which item to select. So, for a 4-item list, we would use this formula in the Formatter step: Then, we use the modulo value for selecting which item in the list to select using the Formatter's \"Pick from List\" action. When the first number is 1, it outputs 1. When it's the same as the second number, it outputs 0. In Pick From List, the number 0 means the first option in the list. Because the modulo outputs 0, this works great! Finally, we would then use the value that we picked from the last action: Example Use - Round Robin with Paths Note Paths are available for accounts on the Pro, Team and Enterprise plans. If you’re on a Free plan, you can try Paths for free for 7 days. Just add a Paths step to a Zap and you can start your free trial from the editor. In the event that you want to take different actions entirely (or have an app like Google Sheets where custom values can't easily be used) you can use Paths. For the above example, you could set up one path per possible Formatter output, then add the action(s) you need within those Paths. If we have 4 Paths, you could use Formatter's Pick from List function to output one of four paths: Then set up one path for each of those possible outputs: Example Use - Round-Robin with two Paths Here's an approach you can take if you're trying to do something like divvy up leads between 2 agents, offices, etc. Since you've only got 2 possible paths, we can use the Increment Value option in the Storage app followed by a Spreadsheet-Style Formula in the Formatter app to determine whether the value is even. If it is, output \"Path A\" and if it's not then output \"Path B\". Storage — Increment Value Formatter — Spreadsheet-Style Formula Which Path? Much like the example above, you would add rules to your paths to only continue if the output of that Formatter step matches your condition. In this case, you would only need 2 paths: ", "error": null, "slug": "storage", "help_title": "Storage examples in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496039565709-Common-Problems-with-Klaviyo", "final_url": "https://help.zapier.com/hc/en-us/articles/8496039565709-Common-Problems-with-Klaviyo", "title": "Common Problems with Klaviyo", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Klaviyo &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Klaviyo Common Problems with Klaviyo Updated March 05, 2026 12:40 The Zap says it was successful, but the subscriber wasn't added to the list If your list is set to use double opt-in in Klaviyo, new subscribers won't be added to the list right away, but will receive a confirmation email. Once the person confirms that they want to opt-in, they will then appear on the list. ", "error": null, "slug": "klaviyo", "help_title": "Common Problems with Klaviyo"}
{"url": "https://help.zapier.com/hc/en-us/articles/39395817773453-Important-update-WhatsApp-Notifications-is-becoming-a-premium-app", "final_url": "https://help.zapier.com/hc/en-us/articles/39395817773453-Important-update-WhatsApp-Notifications-is-becoming-a-premium-app", "title": "Important update: WhatsApp Notifications is becoming a premium app", "auth_signals": ["premium"], "prerequisites": "", "connect_steps": "", "text": "Important update: WhatsApp Notifications is becoming a premium app &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 Important update: WhatsApp Notifications is becoming a premium app Updated October 03, 2025 15:31 Starting on October 1, 2025, the WhatsApp Notifications app will become a premium app on Zapier. This means it will no longer be available to free users and will require a paid Zapier account to function. Why this is happening Due to recent pricing changes from Meta, Zapier is no longer able to make the WhatsApp Notifications app available for free Zapier users. What this means for you The WhatsApp Notifications app will no longer be available for free Zapier users after October 1, 2025. If you are a free Zapier user, you must take action to prevent our workflows from being interrupted. You can either: Update to a paid plan to continue using the WhatsApp Notification app. Switch to alternative messaging tools in your workflows. If you are already on a paid plan: No action is needed. Your workflows will continue to run as they do now, and you will retain full access to the app. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null, "slug": "whatsapp-notifications", "help_title": "Important update: WhatsApp Notifications is becoming a premium app"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495932691597-Common-Problems-With-Dropbox-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495932691597-Common-Problems-With-Dropbox-on-Zapier", "title": "Common Problems With Dropbox on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems With Dropbox on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Dropbox Common Problems With Dropbox on Zapier Updated July 12, 2023 16:11 Files Uploaded to a Subdirectory Aren't Detected Unfortunately, this is a current limitation of our integration with Dropbox. Zapier only detects files that are dropped directly in the specified folder when setting up the Zap. So if a new upload creates a folder and puts a file in it, the Zap won't be triggered. Folder contains more entries than file_limit (4000) Right now, you can only watch for new files in a Dropbox folder if the folder has less than 4000 items in it. You'll receive a hard error from Dropbox (and the Zap will not work) as soon as you exceed this limit. We're working on increasing this, though. Stuck in Upload Loop This error commonly occurs when uploading very large files. Unfortunately, our Dropbox integration can't handle files over 100 MB, so you'll need to try and reduce your file size or move them over to Dropbox manually. Uploading a file creates a text file instead of what I expect The Dropbox app requires file objects to be passed along during a Zap and will not download files from a URL. One may consider using a Gmail 'Send Email' action as you can provide a public URL and create a file object that Dropbox can use. File field is missing from the returned data for the New File in Folder trigger Although other data for the new file is retrieved when triggered, the file itself isn't pulled to our platform when its size is above 100 MB. This will cause other steps depending on the file field to fail. To get around this, you can set the \"Include file contents?\" field to NO to exclude the file contents and use the \"Direct Media URL\" field provided by Dropbox instead of the \"File\" field: ", "error": null, "slug": "dropbox", "help_title": "Common Problems With Dropbox on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39883434017165-How-to-get-started-with-Fathom-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39883434017165-How-to-get-started-with-Fathom-on-Zapier", "title": "How to get started with Fathom on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Fathom app on Zapier, you must have: An active Fathom account ( free or paid plan ). For personal use only: Fathom Free plan allows limited Zapier automations Access to Fathom's Settings page to enable the Zapier integration .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Fathom How to get started with Fathom on Zapier Updated March 04, 2026 04:44 Fathom and Zapier connect to automate meeting workflows. You can trigger actions when new recordings, transcripts, or action items are created and save them to apps like Google Drive or Slack. Prerequisites To use the Fathom app on Zapier, you must have: An active Fathom account ( free or paid plan ). For personal use only: Fathom Free plan allows limited Zapier automations Access to Fathom's Settings page to enable the Zapier integration . Connect Fathom to Zapier To create an app connection to Fathom on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Fathom . Click Add connection . A new browser tab or window will open. Log into Fathom to authenticate. Grant Zapier permission to access your account if prompted to. Your Fathom account is now successfully connected to Zapier. About Fathom's app", "text": "How to get started with Fathom on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Fathom How to get started with Fathom on Zapier Updated March 04, 2026 04:44 Fathom and Zapier connect to automate meeting workflows. You can trigger actions when new recordings, transcripts, or action items are created and save them to apps like Google Drive or Slack. Prerequisites To use the Fathom app on Zapier, you must have: An active Fathom account ( free or paid plan ). For personal use only: Fathom Free plan allows limited Zapier automations Access to Fathom's Settings page to enable the Zapier integration . Connect Fathom to Zapier To create an app connection to Fathom on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Fathom . Click Add connection . A new browser tab or window will open. Log into Fathom to authenticate. Grant Zapier permission to access your account if prompted to. Your Fathom account is now successfully connected to Zapier. About Fathom's app Triggers, searches, and actions Triggers New Action Item (Instant) - Triggers when there's a new action item from a meeting. New Download Video (Instant) - Triggers when a meeting recording is available for download. New Recording (Instant) - Triggers when there's a new meeting recording. New AI Summary (Instant) - Triggers when there's a new AI summary from a meeting. New Highlight (Instant) - Triggers when there's a new highlight from a meeting. New Transcript (Instant) - Triggers when there's a new transcript from a meeting. Searches No searches available for this app. Actions No actions available for this app. Limitations Fathom free plan users only get \"Premium features for 5 calls per month\" including AI action items, follow-up emails, and conversational AI features, which may limit the data available for Zapier automations. Templates View all of Fathom's templates . Use cases 6 ways to automate Fathom Get it done: 6 task automation ideas Additional Fathom resources Zapier's Fathom integration page Fathon's Help Center ", "error": null, "slug": "fathom", "help_title": "How to get started with Fathom on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496062115597-Using-Storage-by-Zapier-values-in-Code-Steps", "final_url": "https://help.zapier.com/hc/en-us/articles/8496062115597-Using-Storage-by-Zapier-values-in-Code-Steps", "title": "Using Storage by Zapier values in Code Steps", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Using Storage by Zapier values in Code Steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS Using Storage by Zapier values in Code Steps Updated February 06, 2024 09:28 Storage by Zapier is built atop our StoreClient implementation. You can use the StoreClient to access your Storage by Zapier data in Code steps for any advanced functionality you might need. How? First, create a new step to retrieve your Storage Secret. Then, add a Code step to use the StoreClient directly with the newly retrieved secret: For more information on StoreClient, see: StoreClient - Javascript StoreClient - Python ", "error": null, "slug": "storage", "help_title": "Using Storage by Zapier values in Code Steps"}
{"url": "https://help.zapier.com/hc/en-us/articles/18499335881869-How-to-get-started-with-Dropbox-Sign-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18499335881869-How-to-get-started-with-Dropbox-Sign-on-Zapier", "title": "How to get started with Dropbox Sign on Zapier", "auth_signals": ["username_password"], "prerequisites": "Prerequisites To use the Dropbox Sign app on Zapier, you must have: A Dropbox Sign API plan .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Dropbox Sign How to get started with Dropbox Sign on Zapier Updated May 12, 2026 11:48 Dropbox Sign and Zapier connect to automate your e-signature workflows. You can trigger actions when signature requests are sent, signed, viewed, or declined. Prerequisites To use the Dropbox Sign app on Zapier, you must have: A Dropbox Sign API plan . Connect Dropbox Sign to Zapier To create an app connection to Dropbox Sign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dropbox Sign . Click Add connection . A new browser tab or window will open. Enter your Dropbox Sign username and password to authenticate. Your Dropbox Sign account is now successfully connected to Zapier. About Dropbox Sign's app", "text": "How to get started with Dropbox Sign on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Dropbox Sign How to get started with Dropbox Sign on Zapier Updated May 12, 2026 11:48 Dropbox Sign and Zapier connect to automate your e-signature workflows. You can trigger actions when signature requests are sent, signed, viewed, or declined. Prerequisites To use the Dropbox Sign app on Zapier, you must have: A Dropbox Sign API plan . Connect Dropbox Sign to Zapier To create an app connection to Dropbox Sign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dropbox Sign . Click Add connection . A new browser tab or window will open. Enter your Dropbox Sign username and password to authenticate. Your Dropbox Sign account is now successfully connected to Zapier. About Dropbox Sign's app Triggers, searches, and actions Triggers Signature Request Sent (Instant) - Triggers when a signature request is sent. Signature Request Viewed (Instant) - Triggers when a signature request is viewed. Signature Request Signed (Instant) - Triggers when a signature request is signed. Signature Request Declined (Instant) - Triggers when a signature request is declined. Searches No searches available for this app. Actions Send Signature Request From Template - Sends a Dropbox Sign template out for signature request. API Request (Beta) - Makes a raw HTTP request that includes this integration's authentication. Limitations Custom fields in Zapier have character limits that can cause \"bad request\" errors. When using Send Signature Request From Template, the Signing Redirect URL field must include https:// in the URL. Templates View all of Dropbox Sign's templates Additional Dropbox Sign resources Zapier's Dropbox Sign integration page Dropbox Sign's API documentation Dropbox Sign's Help Center ", "error": null, "slug": "dropbox", "help_title": "How to get started with Dropbox Sign on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495949756045-How-to-get-started-with-Dropbox-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495949756045-How-to-get-started-with-Dropbox-on-Zapier", "title": "How to get started with Dropbox on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Dropbox app on Zapier, you must have: A paid Dropbox plan.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Dropbox How to get started with Dropbox on Zapier Updated May 29, 2026 18:13 Dropbox and Zapier work together to automate your file management. You can use triggers like new or updated files to automatically upload, move, or share files and folders. Prerequisites To use the Dropbox app on Zapier, you must have: A paid Dropbox plan. Connect Dropbox to Zapier To create an app connection to Dropbox on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dropbox . Click Add connection . A new browser tab or window will open. Log into Dropbox to authenticate. Grant Zapier permission to access your account if prompted to. Your Dropbox account is now successfully connected to Zapier. About Dropbox's app", "text": "How to get started with Dropbox on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Dropbox How to get started with Dropbox on Zapier Updated May 29, 2026 18:13 Dropbox and Zapier work together to automate your file management. You can use triggers like new or updated files to automatically upload, move, or share files and folders. Prerequisites To use the Dropbox app on Zapier, you must have: A paid Dropbox plan. Connect Dropbox to Zapier To create an app connection to Dropbox on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dropbox . Click Add connection . A new browser tab or window will open. Log into Dropbox to authenticate. Grant Zapier permission to access your account if prompted to. Your Dropbox account is now successfully connected to Zapier. About Dropbox's app Triggers, searches, and actions Triggers New Folder - Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000. New or Updated File - Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000. New File in Folder - Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000. Share Folders - Triggers when a shared folder is added. Searches Advanced Search - Search for files and folders using advanced filters like file type, category, and content matching. Find File - Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000. Find Shared Links - Find existing shared links for files or folders in your Dropbox. Find Folder - Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 6000. Find File (Content Search) - Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account. List Folder Contents - Lists all files and folders within a specific Dropbox folder. Make sure the number of files/folders in the watched folder does not exceed 6000. Actions Add Folder Member - Adds a member to a folder. Delete File - Deletes the specified file. Create Folder - Creates a brand new folder at the path you specify. Move File - Moves a file to a new location at the path you specify. Create or Append to Text File - Adds a new line to an existing text file, or creates a file if it doesn't exist. Create Shared Link - Creates a shared link for a file. Set or Remove Shared Link Expiration - Set or remove the expiration date of an existing shared link. Set Shared Link Visibility and Access - Set the visibility and access level for an existing shared link. Copy File - Creates a copy of a file in a new location. Delete Folder - Deletes the specified folder. Upload File - Upload an existing file or attachment not bigger than 500 MB. Create Text File - Creates a brand new text file from plain text content you specify. Rename File - Renames a file that you specify. Set Shared Link Download Permission - Allow or deny the download permission for an existing shared link. Set or Remove Shared Link Password - Set or remove the password of an existing shared link. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Zapier's Dropbox integration cannot handle files over 100 MB, which can cause upload loops and missing file data in triggers. When sending files to Dropbox, they must be either a file object or URL . Text (.txt) files are not supported. Templates View all of Dropbox's templates . Use cases Stay effortlessly organized with Zapier's Dropbox integration How to automatically save email attachments in Dropbox Automate your cloud storage app Additional Dropbox resources Zapier's Dropbox integration page Dropbox Help Center Dropbox's API documentation ", "error": null, "slug": "dropbox", "help_title": "How to get started with Dropbox on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/32283713627533-Understanding-the-Sub-Zap-app", "final_url": "https://help.zapier.com/hc/en-us/articles/32283713627533-Understanding-the-Sub-Zap-app", "title": "Understanding the Sub-Zap app", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Understanding the Sub-Zap app &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Sub-Zap & Looping Understanding the Sub-Zap app Updated May 29, 2026 21:22 A sub-Zap is a set of actions that can receive data from other Zap workflows and send back the results of their actions. Instead of rebuilding the same steps across multiple workflows, you can create a sub-Zap once and use it within different Zap workflows. Consider it like a “mini-Zap workflow” designed for specific, repeatable tasks that you can insert into any workflow. A sub-Zap allows you to manage and maintain these tasks in one place, streamlining your automation. Beta The Sub-Zap app is a beta feature. It’s available for use, but still in active development and may change. Available on plans: Free Professional Team Enterprise When to use a Sub-Zap A sub-Zap is most helpful when you have the same set of steps repeated across different Zap workflows. Here are a few examples of ways you can use a sub-Zap: Data transformation: Use a sub-Zap to standardize or format data, such as converting dates, calculations, or adjusting text. Shared notifications: If you send similar notifications across several apps, a sub-Zap allows you to handle the messaging, ensuring consistency in tone and structure. Standardized responses : a sub-Zap works well for predefined workflows, such as customer follow-ups, internal alerts, or status updates. More examples can be found in this Community post . Components of a Sub-Zap A sub-Zap works by receiving data from one or more Zap workflows, processing it through a set of action steps, and sending the results back to the original Zap or Zap workflows. Each sub-Zap you build must consist of: A Start a Sub-Zap trigger: This step defines the data fields the sub-Zap workflow will receive from Zap workflows. You can specify what information from the main Zap you want to pass onto your sub-Zap. Actions : Like a regular Zap, the Sub-Zap app can include multiple actions. You can add as many actions as needed. Return From a Sub-Zap action : This final step of your sub-Zap sends data back to your Zap workflows. To interact with a sub-Zap in other Zap workflows, you add the Call a Sub-Zap action to your Zap. This action will: Send data from that Zap to your sub-Zap. Trigger your sub-Zap to run all its actions. Receive data back from the sub-Zap that can be used in any subsequent steps. Learn how to create a sub-Zap . Limitations and considerations Sub-Zap requirements : All sub-Zap workflows must use the Start a Sub-Zap trigger and have a Return From a Sub-Zap action as its last step. All Paths branches must have a Return From a Sub-Zap step. Data must be returned : A sub-Zap must return data. For example, if none of the paths are successful or data is filtered out before returning, the parent Zap run will remain in a Delayed state indefinitely. If you find a parent Zap stuck in Delayed , open the sub-Zap run from that parent Zap and check whether the sub-Zap actually returned any data. To prevent this, add a fallback path to your Sub-Zap. This ensures that if none of the other paths run, the fallback will run and return data to the parent Zap. Task usage: Sub-Zap steps do not use any tasks, but the steps within a sub-Zap will if they run successfully. Looping : You cannot use a loop step within a sub-Zap. Paths : If you use a Return From a Sub-Zap step in more than one path branch, only the first oFe to match will run. Ensure your path branch logic is set so that only one path runs at a time. If more than one path branch runs and both contain a Return From a Sub-Zap step, you’ll see the error “Did you fork or replay this step? We expected callbackUrl to be stored!”. ", "error": null, "slug": "sub-zap-by-zapier", "help_title": "Understanding the Sub-Zap app"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495922246029-Common-Problems-With-Zoho-CRM", "final_url": "https://help.zapier.com/hc/en-us/articles/8495922246029-Common-Problems-With-Zoho-CRM", "title": "Common Problems With Zoho CRM", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho CRM Common Problems With Zoho CRM Updated May 29, 2026 18:14 I Cannot Get My Auth Token To Work You will need to create an auth token here: https://www.zoho.com/developer/help/api/using-authentication-token.html . If it still doesn't work, you may also need to contact your ZohoCRM administrator to enable API access. I received an error for \"EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS\" when connecting my account You will need to delete any old or unused Auth Tokens in Zoho CRM by visiting this link: https://accounts.zoho.com/u/h#sessions/userauthtoken Then you will be able to create a new auth token here: https://www.zoho.com/developer/help/api/using-authentication-token.html What permissions do I need? Most Action steps require Admin privileges. Non-admin users will only be able to see entries associated with their own account and will not be able to create module entries. I received an error for \"Crossed License Limits\" Zoho has very strict API limits. On their lower plans you can have about two Zap workflows triggering off Zoho turned On at a time. We recommend contacting Zoho to get your API limit raised. Read more on ZohoCRM's API limits here: http://www.zoho.com/crm/help/api/using-authentication-token.html#API_Limit New Entry trigger doesn't trigger Custom Modules are not currently supported by this trigger. Zoho CRM's API limits you to the standard modules listed here . My field isn't getting saved (like Product Details) but the rest of the record is That is because Product Details and a few other fields are Related Fields in Zoho. We don't support these in Zapier yet. (More on what these are is at this link .) We try and hide them where we can but they pop up occasionally. We recommend using a different free text field to apply miscellaneous details for the record as a workaround for now. We have a couple feature requests for related fields; contact support to get notified if/when support is available. Error: Please check whether you have provided proper values for \"DATE\" fields Zoho requires a specific format to accept the date field. If you get the error above, you'll want to add a Formatter step that takes the date/time field and converts it to a format like this: 2016-05-10 09:40:35 You can do so by setting up your Formatter Date/Time action like this: Trigger Workflow is set to yes but not being triggered in Zoho We've seen two is", "text": "Common Problems With Zoho CRM &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho CRM Common Problems With Zoho CRM Updated May 29, 2026 18:14 I Cannot Get My Auth Token To Work You will need to create an auth token here: https://www.zoho.com/developer/help/api/using-authentication-token.html . If it still doesn't work, you may also need to contact your ZohoCRM administrator to enable API access. I received an error for \"EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS\" when connecting my account You will need to delete any old or unused Auth Tokens in Zoho CRM by visiting this link: https://accounts.zoho.com/u/h#sessions/userauthtoken Then you will be able to create a new auth token here: https://www.zoho.com/developer/help/api/using-authentication-token.html What permissions do I need? Most Action steps require Admin privileges. Non-admin users will only be able to see entries associated with their own account and will not be able to create module entries. I received an error for \"Crossed License Limits\" Zoho has very strict API limits. On their lower plans you can have about two Zap workflows triggering off Zoho turned On at a time. We recommend contacting Zoho to get your API limit raised. Read more on ZohoCRM's API limits here: http://www.zoho.com/crm/help/api/using-authentication-token.html#API_Limit New Entry trigger doesn't trigger Custom Modules are not currently supported by this trigger. Zoho CRM's API limits you to the standard modules listed here . My field isn't getting saved (like Product Details) but the rest of the record is That is because Product Details and a few other fields are Related Fields in Zoho. We don't support these in Zapier yet. (More on what these are is at this link .) We try and hide them where we can but they pop up occasionally. We recommend using a different free text field to apply miscellaneous details for the record as a workaround for now. We have a couple feature requests for related fields; contact support to get notified if/when support is available. Error: Please check whether you have provided proper values for \"DATE\" fields Zoho requires a specific format to accept the date field. If you get the error above, you'll want to add a Formatter step that takes the date/time field and converts it to a format like this: 2016-05-10 09:40:35 You can do so by setting up your Formatter Date/Time action like this: Trigger Workflow is set to yes but not being triggered in Zoho We've seen two issues in the past with Zoho workflow rules: Plan issues - some workflows are only available on the Enterprise plans in Zoho. Permission issues - some workflows are created by other users, or non-admins are trying to trigger them. Zoho generally won't allow this. Check to make sure that you are on the Zoho Enterprise plan. Also, check to make sure that the Zoho user connected to Zapier has permissions to trigger workflows. The wrong Account Owner is being set Zoho expects the user's email address, not their name, when doing a lookup. Make sure you map the person's email like this: If the previous steps don't give you the account owner's email, you can use the Formatter to create a lookup table and then pass the output of the lookup table to Zoho. ", "error": null, "slug": "zoho-crm", "help_title": "Common Problems With Zoho CRM"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495954476045-How-to-get-started-with-Zoho-CRM-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495954476045-How-to-get-started-with-Zoho-CRM-on-Zapier", "title": "How to get started with Zoho CRM on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Zoho CRM app on Zapier, you must have: An active Zoho CRM account (free plan supports up to 3 users, or any paid plan). A paid Zapier plan. Zoho CRM is as a premium app on Zapier. User permissions must match the actions you want to perform in Zapier. Admin privileges are needed to create, or update records. A non-admin account can use Zapier to find and read data from their own account. API access enabled in your Zoho CRM account. You may need to contact your Zoho CRM administrator to enable API access if it's not already enabled.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho CRM How to get started with Zoho CRM on Zapier Updated April 10, 2026 17:04 Zoho CRM and Zapier connect to automate your sales work. You can trigger actions when new leads or contacts are added and create or update CRM entries. Available on plans: Free Professional Team Enterprise Prerequisites To use the Zoho CRM app on Zapier, you must have: An active Zoho CRM account (free plan supports up to 3 users, or any paid plan). A paid Zapier plan. Zoho CRM is as a premium app on Zapier. User permissions must match the actions you want to perform in Zapier. Admin privileges are needed to create, or update records. A non-admin account can use Zapier to find and read data from their own account. API access enabled in your Zoho CRM account. You may need to contact your Zoho CRM administrator to enable API access if it's not already enabled. Connect Zoho CRM to Zapier To create an app connection to Zoho CRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho CRM . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Select Zoho Domain, select your Zoho domain . Log into Zoho CRM to authenticate. Grant Zapier permission to access your account if prompted to. Your Zoho CRM account is now successfully connected to Zapier. About Zoho CRM's app", "text": "How to get started with Zoho CRM on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho CRM How to get started with Zoho CRM on Zapier Updated April 10, 2026 17:04 Zoho CRM and Zapier connect to automate your sales work. You can trigger actions when new leads or contacts are added and create or update CRM entries. Available on plans: Free Professional Team Enterprise Prerequisites To use the Zoho CRM app on Zapier, you must have: An active Zoho CRM account (free plan supports up to 3 users, or any paid plan). A paid Zapier plan. Zoho CRM is as a premium app on Zapier. User permissions must match the actions you want to perform in Zapier. Admin privileges are needed to create, or update records. A non-admin account can use Zapier to find and read data from their own account. API access enabled in your Zoho CRM account. You may need to contact your Zoho CRM administrator to enable API access if it's not already enabled. Connect Zoho CRM to Zapier To create an app connection to Zoho CRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho CRM . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Select Zoho Domain, select your Zoho domain . Log into Zoho CRM to authenticate. Grant Zapier permission to access your account if prompted to. Your Zoho CRM account is now successfully connected to Zapier. About Zoho CRM's app Triggers, searches, and actions Triggers New Contact (Polling) - Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger. New Module Entry (Instant) - Triggers instantaneously when any entry is created in the specified module. New or Updated Lead (Polling) - Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger. New User (Polling) - Triggers when a new active user is added to your Zoho CRM account. New Lead (Polling) - Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger. New or Updated Contact (Polling) - Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger. New/Updated Module Entry (Instant) - Triggers instantaneously when any entry is created or updated in the specified module. Updated Module Entry (Instant) - Triggers instantaneously when a module entry is updated. Searches Find Module Entry - Finds an entry in a module Create Module Entry (Search or write) - Create module entry if entry does not exist Find Module Entries - Finds multiple entries in a module (with line item support) Actions Add Attachment - Add attachment to the selected Module entry Convert Lead - Convert an existing lead to contact and account Update Module Entry - Update existing entry in the selected module Create/Update Module Entry - Create or update module entries Add Tag - Add new tag to existing module entries Create Module Entry - Creates a new entry in a module Update Related Module Entry - Relates an entry in this module with an entry in another module API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply. Zoho CRM uses a credit system where different API operations consume different amounts of credits, with daily limits based on your edition (Free: 5,000 credits, Standard: up to 100,000 credits, etc.) Custom Modules are not currently supported by the New Entry trigger. Zoho CRM's API limits you to the standard modules only . Zoho requires a specific date format (2016-05-10 09:40:35) and will throw errors if dates are not properly formatted. When setting the \"Account Owner\", Zoho expects the user's email address, not their name, for proper lookup functionality. Workflow triggers may not work due to plan restrictions (some workflows are only available on Enterprise plans) or permission issues. Templates View all of Zoho CRM's templates . Use cases 6 ways to use the Zapier Zoho CRM integration How to automate your Zoho apps CRM automation guide How to use Zapier to avoid duplicate entries in Zoho CRM 4 ways to automate Zoho Invoice Hack your CRM: Build custom reporting 6 ways to automate Zoho Forms Social to your CRM: improve lead management with automation Additional Zoho CRM resources Zapier's Zoho CRM integration page Zoho CRM's Help Center Zoho CRM's API documentation ", "error": null, "slug": "zoho-crm", "help_title": "How to get started with Zoho CRM on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496025744013-Common-Problems-with-Todoist", "final_url": "https://help.zapier.com/hc/en-us/articles/8496025744013-Common-Problems-with-Todoist", "title": "Common Problems with Todoist", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Todoist &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Todoist Common Problems with Todoist Updated March 05, 2026 13:11 Why aren't my notes showing on my task? Notes and attachments are Premium features on Todoist, so you will need to purchase Todoist Premium in order for notes to be passed on by your Zap. Completed sub-tasks aren't triggering my Zap. Sub-tasks do not trigger when they're completed but rather when the parent task is completed. Sub-tasks will not trigger until the Task is checked off at which point two Zapier trigger events will fire. ", "error": null, "slug": "todoist", "help_title": "Common Problems with Todoist"}
{"url": "https://help.zapier.com/hc/en-us/articles/15790125155853-How-to-get-started-with-Anthropic-Claude-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15790125155853-How-to-get-started-with-Anthropic-Claude-on-Zapier", "title": "How to get started with Anthropic (Claude) on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Anthropic (Claude) integration on Zapier, you must have: A paid Anthropic account with API access. View Anthropic's plans . An API key from the Anthropic Console. Get your Anthropic API key Go to the Anthropic Console . Log in or create an account. Navigate to the API keys section. Click Create Key and copy your API key. Store your API key securely. You'll need it to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Anthropic (Claude) How to get started with Anthropic (Claude) on Zapier Updated January 23, 2026 10:14 Anthropic (Claude) and Zapier connect to automate AI-powered workflows. You can send messages to Claude, generate content, summarize information, and integrate AI capabilities across your apps. Prerequisites To use the Anthropic (Claude) integration on Zapier, you must have: A paid Anthropic account with API access. View Anthropic's plans . An API key from the Anthropic Console. Get your Anthropic API key Go to the Anthropic Console . Log in or create an account. Navigate to the API keys section. Click Create Key and copy your API key. Store your API key securely. You'll need it to connect to Zapier. Learn more about Anthropic's API documentation . Connect Anthropic (Claude) to Zapier To create an app connection to Anthropic (Claude) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Anthropic (Claude) . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Anthropic API key . Click Yes, Continue to Anthropic (Claude) . Your Anthropic (Claude) account is now successfully connected to Zapier. About Anthropic (Claude)'s app", "text": "How to get started with Anthropic (Claude) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Anthropic (Claude) How to get started with Anthropic (Claude) on Zapier Updated January 23, 2026 10:14 Anthropic (Claude) and Zapier connect to automate AI-powered workflows. You can send messages to Claude, generate content, summarize information, and integrate AI capabilities across your apps. Prerequisites To use the Anthropic (Claude) integration on Zapier, you must have: A paid Anthropic account with API access. View Anthropic's plans . An API key from the Anthropic Console. Get your Anthropic API key Go to the Anthropic Console . Log in or create an account. Navigate to the API keys section. Click Create Key and copy your API key. Store your API key securely. You'll need it to connect to Zapier. Learn more about Anthropic's API documentation . Connect Anthropic (Claude) to Zapier To create an app connection to Anthropic (Claude) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Anthropic (Claude) . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Anthropic API key . Click Yes, Continue to Anthropic (Claude) . Your Anthropic (Claude) account is now successfully connected to Zapier. About Anthropic (Claude)'s app Triggers, searches, and actions Triggers No triggers are available for Anthropic (Claude). Searches Get File Metadata : Get metadata for a specific file. List Files : List all files uploaded to Anthropic. Actions Send Message : Send a message to Claude and the model generates the next message in the conversation, storing the messages as you go. Upload File : Upload a file to Anthropic. Download File : Download file content from Anthropic. Delete File : Delete a file from Anthropic. Limitations Anthropic enforces rate limits on API requests. Learn more about Anthropic's rate limits . You must have API access enabled on your Anthropic account. Templates View all of Anthropic (Claude)'s templates . Additional Anthropic resources Zapier's Anthropic (Claude) integration page Anthropic documentation Anthropic Console ", "error": null, "slug": "anthropic-claude", "help_title": "How to get started with Anthropic (Claude) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495998720909-How-to-get-started-with-Square-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495998720909-How-to-get-started-with-Square-on-Zapier", "title": "How to get started with Square on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Square app on Zapier, you must have: A Square account (free or paid plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Square How to get started with Square on Zapier Updated October 01, 2025 13:07 Square and Zapier connect to automate your work. You can trigger actions when new payments or customers are added and create invoices or orders. Prerequisites To use the Square app on Zapier, you must have: A Square account (free or paid plan). Connect Square to Zapier To create an app connection to Square on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Square . Click Add connection . A new browser tab or window will open. Log into Square to authenticate. Grant Zapier permission to access your account if prompted to. Your Square account is now successfully connected to Zapier. About Square's app", "text": "How to get started with Square on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Square How to get started with Square on Zapier Updated October 01, 2025 13:07 Square and Zapier connect to automate your work. You can trigger actions when new payments or customers are added and create invoices or orders. Prerequisites To use the Square app on Zapier, you must have: A Square account (free or paid plan). Connect Square to Zapier To create an app connection to Square on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Square . Click Add connection . A new browser tab or window will open. Log into Square to authenticate. Grant Zapier permission to access your account if prompted to. Your Square account is now successfully connected to Zapier. About Square's app Triggers, searches, and actions Triggers New Appointment - Triggers when a new appointment is created. (Polling) New Customer - Triggers when a new customer is created. (Polling) New Order - Triggers when a new order is processed. (Polling) New Catalog Item - Triggers when a new catalog item is created. (Polling) New Invoice - Triggers when a new invoice is added. (Polling) New Payment - Triggers when a new payment is created. (Polling) Searches Find Customer - Finds a customer based on email, phone number, or reference ID. Find Service - Finds a service. Find Customer - Find a customer. Optionally, create one if none are found. Find Customer by ID - Finds a customer based on their unique Square ID. Find Order - Finds an order based on customer, fulfillment status, or order state. Find Order - Find an order. Optionally, create one if none are found. Actions Add Customer to Group - Adds a customer to a group. Change Inventory - Adjusts an inventory or changes its physical count. Create Invoice - Creates a new draft invoice for an order. Refund Payment - Refunds a completed payment. Send Invoice - Sends an existing draft invoice. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Appointment - Creates a new appointment. Create Customer - Creates a customer. Create Paid Order - Creates an externally paid and completed order. Remove Customer From Group - Removes a customer from a group. Update Customer - Updates a customer. Find Order by ID - This action retrieves the details of a specific order from Square using the order ID. Limitations Rate limiting restrictions apply .Square APIs enforce rate limits that can cause 429 \"Too Many Requests\" errors when making high-volume API calls through Zapier. Applications must implement exponential backoff retry mechanisms to handle these limitations. Templates View all of Square's templates . Use cases 6 ways to integrate Square with your business apps Grow your store's revenue with Square Remember to follow up on Square purchases with this automation Additional Square resources Zapier's Square integration page Square's Help Center Square's API documentation ", "error": null, "slug": "square", "help_title": "How to get started with Square on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495977355661-How-to-get-started-with-Todoist-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495977355661-How-to-get-started-with-Todoist-on-Zapier", "title": "How to get started with Todoist on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Todoist app on Zapier, you must have: An active Todoist account (free Beginner plan or any paid plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Todoist How to get started with Todoist on Zapier Updated January 23, 2026 15:56 Todoist and Zapier connect to automate your task management. You can trigger actions when tasks are completed or created and create new tasks in projects. Prerequisites To use the Todoist app on Zapier, you must have: An active Todoist account (free Beginner plan or any paid plan). Connect Todoist to Zapier To create an app connection to Todoist on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Todoist . Click Add connection . A new browser tab or window will open. Log into Todoist to authenticate. Grant Zapier permission to access your account if prompted to. Your Todoist account is now successfully connected to Zapier. About Todoist's app", "text": "How to get started with Todoist on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Todoist How to get started with Todoist on Zapier Updated January 23, 2026 15:56 Todoist and Zapier connect to automate your task management. You can trigger actions when tasks are completed or created and create new tasks in projects. Prerequisites To use the Todoist app on Zapier, you must have: An active Todoist account (free Beginner plan or any paid plan). Connect Todoist to Zapier To create an app connection to Todoist on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Todoist . Click Add connection . A new browser tab or window will open. Log into Todoist to authenticate. Grant Zapier permission to access your account if prompted to. Your Todoist account is now successfully connected to Zapier. About Todoist's app Triggers, searches, and actions Triggers New Completed Task (Polling) - Triggers when you complete a task (including recurring tasks) on a project. New Project (Polling) - Triggers when a new project is created. New Incomplete Task (Polling) - Triggers when you add an incomplete task to a project. Searches Find Task - Finds a task. Find or Create project - Find or Create project. Find Project - Finds a project (by name/title). Find User - Searches for a user who is connected/shared with your account. Find or Create Item - Find or Create Item. Actions Mark Task as Completed - Marks a task as being completed. Add Comment to Task - Adds a comment to a task (only available for Todoist Premium users). Create Project - Creates a new project. Update Task - Updates an existing task. Get Project Collaborators - Get all collaborators for a specific project. Invite User to Project - Sends an e-mail to a person, inviting them to use one of your projects. Move Task to Section - Move a Task to a different Section. Add Comment to Project - Adds a new comment to a project (only available for Todoist Premium users). Create Task - Creates a new task. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limiting allows a maximum of 450 requests per user within a 15-minute period. Processing timeout of 15 seconds on each API request. Templates View all of Todoist's templates . Use cases 5 Todoist automation ideas to assign and manage tasks The ultimate task management system with Notion and Todoist How to create Todoist tasks for Microsoft Outlook events Add incomplete Todoist tasks to Google Calendar Add new Google Calendar events to Todoist as tasks Additional Todoist resources Zapier's Todoist integration page Todoist's Help Center Todoist's API documentation ", "error": null, "slug": "todoist", "help_title": "How to get started with Todoist on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496083316365-Common-Problems-with-Jira-Software-Cloud-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496083316365-Common-Problems-with-Jira-Software-Cloud-on-Zapier", "title": "Common Problems with Jira Software Cloud on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Jira Software Cloud on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Jira Software Cloud Common Problems with Jira Software Cloud on Zapier Updated May 29, 2026 18:14 JIRA Software Cloud users seeing `Your JIRA credentials are invalid` You're a JIRA Software Cloud user seeing the following error: Your JIRA credentials are invalid, or have been temporarily disabled by Atlassian. Please log in to JIRA to verify access via these credentials. If you're using JIRA Software Cloud, you'll have to connect to our new JIRA Software Cloud app to continue to use JIRA with Zapier. Previously, the Zapier app called \"JIRA Server\" could be used when you had JIRA Software Cloud set up on JIRA. However, due to an API deprecation, the Zapier app \"JIRA Server\" cannot be used with JIRA Software Cloud any longer, as JIRA Software Cloud is no longer compatible with the Zapier \"JIRA Server\" app. In order to continue to use JIRA Software Cloud with Zapier, you'll have to connect to and rebuild your Zap workflows with the integration specifically called JIRA Software Cloud. You can view that here: https://zapier.com/apps/jira-software Fields not showing up in Create Issue action Check your Project to make sure the field you want to use is available.Check that your user role has permission to update this field. ", "error": null, "slug": "jira-software-cloud", "help_title": "Common Problems with Jira Software Cloud on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33994496448781-QuickBooks-Online-error-Nothing-could-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/33994496448781-QuickBooks-Online-error-Nothing-could-be-found-for-the-search", "title": "QuickBooks Online error: Nothing could be found for the search", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "QuickBooks Online error: Nothing could be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce QuickBooks Online QuickBooks Online error: Nothing could be found for the search Updated May 29, 2026 18:12 When using any of QuickBooks Online search actions in your Zap workflows, you see the error message “Nothing could be found for the search\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the search value provided in your Zap does not match the actual data in QuickBooks Online. Common causes include: Incorrect field selection : The Zap may have the wrong field mapped . For instance, if QuickBooks Online requires a numerical ID for the invoice, but the chosen field provides text, the search will error. Whitespace character issues : Extra spaces (leading, trailing, or within) in the mapped field can prevent an exact match. For example, \" Invoice 123 \" will not match \"Invoice 123\" as it contains a space before and after the data. Data inconsistencies : The data in the mapped field may not match due to typos, case sensitivity differences, or other minor discrepancies compared to the data in QuickBooks Online. How to fix it To fix this issue: Review the Data Out tab in your most recent Zap run to understand what is being sent to QuickBooks Online. If the wrong field is mapped , replace it with the correct field. To check for whitespaces characters, highlight the field by clicking and dragging your cursor over the text. This will make extra whitespaces more noticeable. If the whitespace was added to the Zap step field, remove it and leave only the mapped field. If the mapped field contains white spaces, you can add a Formatter step to remove extra text . If the above steps do not resolve the issue, check the help text for the search value. It will contain information about how QuickBooks Online expects to read this information. If the mapped field looks correct, check in QuickBooks Online to see if the data matches. For example, verify the email address provided by the Zap matches the email address on the customer profile in QuickBooks Online. If the data in QuickBooks Online does not match the data available in your Zap, it's likely due to how the data is entered into QuickBooks Online. If the data matches, check you are searching by the correct field in your QuickBooks Online search action. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "quickbooks", "help_title": "QuickBooks Online error: Nothing could be found for the search"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496000012301-Common-Problems-with-QuickBooks-Online-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496000012301-Common-Problems-with-QuickBooks-Online-on-Zapier", "title": "Common Problems with QuickBooks Online on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with QuickBooks Online on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce QuickBooks Online Common Problems with QuickBooks Online on Zapier Updated May 29, 2026 18:12 How do I use line items with QuickBooks Online? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support. You can identify this by looking for \"(with line item support)\" in the trigger or action description. Learn more about how line items work in Zapier . Customer name already in use Zapier uses the Display Name as a unique handle for finding customers inside of QuickBooks Online. If you attempt to create a new customer, employee, or vendor that reuses an existing Display Name, you will experience an error. Token expired This happens when you change your password in QuickBooks Online, disconnect Zapier's permissions, or the authorization expires (sometimes QuickBooks Online resets these). To fix this, reconnect your account in Zapier. Error: \"There is no account associated with the item 'Sales'. Is it marked for purchase, and has an account associated with it?\" If you receive this error when creating items inside QuickBooks Online, try this: Log in to QuickBooks Online. Click on Settings > Account & Settings > Advanced > Automation > Apply bill payments. Clear the Automatically apply bill payments box. Business validation error deprecated fields If you are running into issues with unsupported fields, you may be using an older version of QuickBooks Online. Zapier uses V3 of the QuickBooks Online API. If you are using a newer version and still getting this error please drop us an email and we can take a closer look. Error: \"The application has already been subscribed to by another user for this company\" If you get this error, you'll need to disconnect Zapier from your QuickBooks Online account , then reconnect your account in Zapier. The SKU field isn't available on the Create Invoice actions SKUs are set on the product and cannot be manually written to the invoice, so that's why this field is unavailable. If you select the correct Line Item/Product, then the SKU will automatically pull into the invoice. Error: Invalid account type: You need to select a different type of account for this transaction. When using the Create Sales Receipt\" action, the \"Deposit To Account\" specifies a deposit account where the customer's payment is deposited. For this field, QuickBooks Online only accepts account types \"Other Current Asset\" or \"Bank\". Error: Business Validation Error: Select a product or service Check to see if \"Shipping\" is turned on in the company's QuickBooks Online settings under the \"Sales\" tab. Switching that ON should fix the issue. QuickBooks Online connection email mismatch It's normal if the email on your Zapier app connection is different from your login email. Zapier shows the Company Business Email from your QuickBooks settings, not the email you used to sign in. To make it easier to find, you can rename the connection label to include your email address. ", "error": null, "slug": "quickbooks", "help_title": "Common Problems with QuickBooks Online on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496308527629-Create-reusable-Zap-steps-with-the-Sub-Zap-app", "final_url": "https://help.zapier.com/hc/en-us/articles/8496308527629-Create-reusable-Zap-steps-with-the-Sub-Zap-app", "title": "Create reusable Zap steps with the Sub-Zap app", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Create reusable Zap steps with the Sub-Zap app &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Sub-Zap & Looping Create reusable Zap steps with the Sub-Zap app Updated May 29, 2026 21:22 Beta The Sub-Zap app is a beta feature. It’s available for use, but still in active development and may change. Available on plans: Free Professional Team Enterprise The Sub-Zap app allows you to create a set of actions that you can reuse in multiple Zap workflows. This tutorial will show you how to: Build a sub-Zap Process and receive data from a sub-Zap Learn more about how the Sub-Zap app works and usage limitations . Build a sub-Zap Sub-Zap workflows are created the same way as regular Zap workflows but they must begin with a Start a Sub-Zap trigger and end with a Return From a Sub-Zap action. 1. Start a Sub-Zap trigger In the Zap editor, select the Trigger step. A dialog box will open. In the search box, search for and select the Sub-Zap app . The right sidebar will open to the Setup tab. Click the Trigger event field to open the dropdown menu. Select Start a Sub-Zap . Click Continue . In the Configure tab, add input field names to the Input/Argument List field to specify the data that will be sent to the sub-Zap. Fields created here will be available in the Sub-Zap step of your Zap. Example Zap workflows can interact with a sub-Zap by sending an email address to trigger various actions such as checking if a person is already on a mailing list in Mailchimp. Tip Add the word “required” to any input field name to make it mandatory. Click Continue. Click Test trigger. The fields you create will show the message “missing sample data”, since it has not received data from your Zap yet. (Optional) To help with testing, you can modify the trigger test records and include data similar to what a Zap would send. Click Continue with selected record to use it in your setup. 2. Add actions to your sub-Zap You can add as many actions to your sub-Zap as you want. These actions will run each time the sub-Zap is called by a Zap. 3. Add a Return From a Sub-Zap action Lastly, you must add a Return From a Sub-Zap action to the end of your sub-Zap. This action collects the data from all of your previous actions and sends it to any Zap workflows that have a Call a Sub-Zap action set to this sub-Zap. Click the Action step. A dialog box will open. Search for and select the Sub-Zap app . Click the Action event field to open the dropdown menu. Select the Return From a Sub-Zap action. In the Configure tab, set up your outputs in the Output/Return Values field: In the field on the left, enter the output name . In the field on the right, map fields from previous steps. This is the data your Zap will receive. Add new sets of output and value for each field. Click Continue . In the Test tab, click Test step . In the middle of the top menu, click Untitled Zap , followed by Rename to name the sub-Zap. This will help you identify it when building your Zap. Click Publish to turn the sub-Zap on. Example The sub-Zap uses email addresses to search Pipedrive and Google Sheets for customer details, as not all information is stored in the same apps. All customer information found will be sent back to main Zap. Process and receive data from a sub-Zap To use your sub-Zap's results in other Zap workflows, add a Call a Sub-Zap action to them. This will allow you to send data from any Zap to your sub-Zap and receive the results back to use in your Zap workflows. In your Zap, click the Action step. A dialog box will open. Search for and select the Sub-Zap app . Click the Action event field to open the dropdown menu. Select the Call a Sub-Zap action. In the Configure tab, click the Select your Account dropdown menu and select the Zapier account where your sub-Zap is. In the Select Your Sub-Zap dropdown menu, search and select your Sub-Zap . The input fields you created in your sub-Zap will appear. Map the data you want to send to your Sub-Zap. Click Continue . In the Test tab, click Test step . This will return the test data from your sub-Zap. As this is a test, it will not send the Zap data to your sub-Zap. You can continue to add more actions to your Zap as needed. Once you’ve added all of your desired actions, you can test and turn your Zap on. You can repeat these steps for other Zap workflows where you want to process and receive data from your sub-Zap. ", "error": null, "slug": "sub-zap-by-zapier", "help_title": "Create reusable Zap steps with the Sub-Zap app"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495975505421-Common-Problems-with-SMTP-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495975505421-Common-Problems-with-SMTP-on-Zapier", "title": "Common Problems with SMTP on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with SMTP on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Common Problems with SMTP on Zapier Updated March 05, 2026 13:11 Can I send HTML messages with a zap using SMTP? Yes! To do this, you add the HTML version of your email to the \"HTML Body\" field on your Zap template. You need to do this in addition plain text version of your body. The plain text version is then a fall back if the receiving client can't accept HTML. For tips on writing HTML, check out W3 Schools here: https://www.w3schools.com/html/html_basic.asp 503 5.5.1 RCPT Errors If you get an error with \"503 5.5.1 RCPT\" in the message, this likely means that the email address the zap was trying to send to was empty or invalid. Double check that you have a valid email address in your sample data and task history for that zap, and make changes to the configuration of your zap if you don't. I am not receiving emails sent by SMTP by Zapier When using SMTP by Zapier, the emails are actually being sent by your mailserver. Zapier communicates with it via SMTP to deliver the data from our system, but your mailserver is ultimately sending these emails. You should review your SMTP logs should you need more information about delivery status. ", "error": null, "slug": "follow-up-boss", "help_title": "Common Problems with SMTP on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495975567501-How-to-get-started-with-Follow-Up-Boss-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495975567501-How-to-get-started-with-Follow-Up-Boss-on-Zapier", "title": "How to get started with Follow Up Boss on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Follow Up Boss app on Zapier, you must have: A paid Follow Up Boss account. Correct permission level to the information you need. Access permission are based on your role, requiring you to have one of the following roles: Owner, Admin (Broker), Agent, or Lender access.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Follow Up Boss How to get started with Follow Up Boss on Zapier Updated August 12, 2025 13:39 Follow Up Boss and Zapier help automate your real estate CRM tasks. You can use triggers like new contacts or deal updates to automatically create tasks, add notes, or apply action plans. Prerequisites To use the Follow Up Boss app on Zapier, you must have: A paid Follow Up Boss account. Correct permission level to the information you need. Access permission are based on your role, requiring you to have one of the following roles: Owner, Admin (Broker), Agent, or Lender access. Connect Follow Up Boss to Zapier Find your Follow Up Boss credentials To find your API Key, refer to Follow Up Boss’s instructions . If API Key Restriction Power-Up is enabled, reach out to your Follow Up Boss Account Owner. Connect to Follow Up Boss on Zapier To create an app connection to Follow Up Boss on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Follow Up Boss . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your API Key . Click Yes, Continue to Follow Up Boss . Your Follow Up Boss account is now successfully connected to Zapier. About Follow Up Boss's app", "text": "How to get started with Follow Up Boss on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Follow Up Boss How to get started with Follow Up Boss on Zapier Updated August 12, 2025 13:39 Follow Up Boss and Zapier help automate your real estate CRM tasks. You can use triggers like new contacts or deal updates to automatically create tasks, add notes, or apply action plans. Prerequisites To use the Follow Up Boss app on Zapier, you must have: A paid Follow Up Boss account. Correct permission level to the information you need. Access permission are based on your role, requiring you to have one of the following roles: Owner, Admin (Broker), Agent, or Lender access. Connect Follow Up Boss to Zapier Find your Follow Up Boss credentials To find your API Key, refer to Follow Up Boss’s instructions . If API Key Restriction Power-Up is enabled, reach out to your Follow Up Boss Account Owner. Connect to Follow Up Boss on Zapier To create an app connection to Follow Up Boss on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Follow Up Boss . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your API Key . Click Yes, Continue to Follow Up Boss . Your Follow Up Boss account is now successfully connected to Zapier. About Follow Up Boss's app Triggers, searches, and actions Triggers New Appointment (Instant) - Fires when a new appointment is created in Follow Up Boss. Deal Stage Updated (Instant) - Fires when the stage of a deal is updated in Follow Up Boss. Person Stage Updated (Instant) - Fires when a contact's stage is updated in Follow Up Boss. New Deal (Instant) - Fires when a new deal is created in Follow Up Boss. New Contact (Instant) - Fires when a new contact is created in Follow Up Boss. Tag Added to Contact (Instant) - Fires when a tag is added to a contact in Follow Up Boss. Searches Find a Contact - Search for a contact by email, phone number, or Follow Up Boss ID. Actions Add Collaborators - Adds selected users as collaborated on a given contact. Apply an Action Plan to a Contact - Applies a selected action plan to a contact. Create or Update Contact Without Triggering Action Plans - Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans! Create Note - Creates a note on a contact. Log Call - Logs a call on a contact. Reassign Agent - Assign a different agent to this contact. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Tags to a Contact - Adds tags to a contact. Change Stage of a Contact - Changes the stage of an existing contact. Create Deal - Creates a deal on a contact. Create Task - Create a task for a contact. Pause an Action Plan for a Contact - Pauses a selected action plan for a contact. New Inquiry or Website Event - Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event. Limitations You can only enter data in up to 5 custom fields . Rate limiting restrictions apply , if you exceed these limits, you will receive a 429 error. Specific event types required for action plans . Only certain event types (\"Registration\", \"Seller Inquiry\", \"Property Inquiry\", \"General Inquiry\", and \"Visited Open House\") will trigger action plans and notifications when using the \"New Inquiry or Website Event\" action. To use Follow Up Boss with webhooks , you need to have Owner permissions. Templates View all of Follow Up Boss's templates . Use cases 5 ways to automate Follow Up Boss with Zapier 4 ways to improve your real estate business with automation Additional Follow Up Boss resources Zapier's Follow Up Boss integration page Follow Up Boss's Help Center Follow Up Boss's API documentation ", "error": null, "slug": "follow-up-boss", "help_title": "How to get started with Follow Up Boss on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/10458381459341-How-to-get-started-with-Skool-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/10458381459341-How-to-get-started-with-Skool-on-Zapier", "title": "How to get started with Skool on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Skool app on Zapier, you must have: A Skool Pro plan subscription. Group admin permissions in your Skool account. Access to your Skool group's API key and Skool group URL (the back half of your group's URL) for authentication purposes.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Skool How to get started with Skool on Zapier Updated January 23, 2026 14:12 Skool and Zapier connect to automate your community. You can trigger actions when new paid members join and invite members or unlock courses. Prerequisites To use the Skool app on Zapier, you must have: A Skool Pro plan subscription. Group admin permissions in your Skool account. Access to your Skool group's API key and Skool group URL (the back half of your group's URL) for authentication purposes. Connect Skool to Zapier To create an app connection to Skool on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Skool . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Skool group API key : Enter your Skool group API key . Skool group URL : Enter your Skool group URL . Click Yes, Continue to Skool . Your Skool account is now successfully connected to Zapier. About Skool's app", "text": "How to get started with Skool on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Skool How to get started with Skool on Zapier Updated January 23, 2026 14:12 Skool and Zapier connect to automate your community. You can trigger actions when new paid members join and invite members or unlock courses. Prerequisites To use the Skool app on Zapier, you must have: A Skool Pro plan subscription. Group admin permissions in your Skool account. Access to your Skool group's API key and Skool group URL (the back half of your group's URL) for authentication purposes. Connect Skool to Zapier To create an app connection to Skool on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Skool . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Skool group API key : Enter your Skool group API key . Skool group URL : Enter your Skool group URL . Click Yes, Continue to Skool . Your Skool account is now successfully connected to Zapier. About Skool's app Triggers, searches, and actions Triggers Answered Membership Questions (Polling) - Triggers when a potential member has submitted answers to group membership questions. New Paid Member (Polling) - Triggers when a new member successfully completes payment and joins the group. Searches No search actions are available for this app. Actions Invite Member - Invites a Member to your group (requires Email Address) Unlock Course for Member - Unlocks a given course for a specific member in your group (requires Email Address) Limitations The Zapier integration is only available on the Pro plan and not on the Hobby plan. Templates View all of Skool's templates . Use cases 5 ways to automate Skool Automate certificates for online tests and quizzes Additional Skool resources Zapier's Skool integration page Skool's Help Center Skool's API documentation ", "error": null, "slug": "skool", "help_title": "How to get started with Skool on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/29858475126413-How-to-get-started-with-Google-AI-Studio-Gemini-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/29858475126413-How-to-get-started-with-Google-AI-Studio-Gemini-on-Zapier", "title": "How to get started with Google AI Studio (Gemini) on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Google AI Studio (Gemini) app on Zapier, you must have: A Google account with access to Google AI Studio . An API key from Google AI Studio. Get your Google AI Studio API key Go to Google AI Studio API keys . Log in with your Google account if prompted. Click Create API key . Select a Google Cloud project or create a new one. Copy your API key and store it securely. You will need it to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google AI Studio (Gemini) How to get started with Google AI Studio (Gemini) on Zapier Updated August 10, 2026 10:41 Google AI Studio (Gemini) and Zapier connect to automate AI-powered workflows. You can generate text, images, audio, and video, understand documents and audio files, and have conversations with Gemini models. Prerequisites To use the Google AI Studio (Gemini) app on Zapier, you must have: A Google account with access to Google AI Studio . An API key from Google AI Studio. Get your Google AI Studio API key Go to Google AI Studio API keys . Log in with your Google account if prompted. Click Create API key . Select a Google Cloud project or create a new one. Copy your API key and store it securely. You will need it to connect to Zapier. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Google AI Studio (Gemini) instance requires IP allowlisting. Connect Google AI Studio (Gemini) to Zapier To create an app connection to Google AI Studio (Gemini) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google AI Studio (Gemini) . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Google AI Studio API key . Click Yes, Continue to Google AI Studio (Gemini) . Your Google AI Studio (Gemini) account is now successfully connected to Zapier. About Google AI Studio (Gemini)'s app", "text": "How to get started with Google AI Studio (Gemini) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google AI Studio (Gemini) How to get started with Google AI Studio (Gemini) on Zapier Updated August 10, 2026 10:41 Google AI Studio (Gemini) and Zapier connect to automate AI-powered workflows. You can generate text, images, audio, and video, understand documents and audio files, and have conversations with Gemini models. Prerequisites To use the Google AI Studio (Gemini) app on Zapier, you must have: A Google account with access to Google AI Studio . An API key from Google AI Studio. Get your Google AI Studio API key Go to Google AI Studio API keys . Log in with your Google account if prompted. Click Create API key . Select a Google Cloud project or create a new one. Copy your API key and store it securely. You will need it to connect to Zapier. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Google AI Studio (Gemini) instance requires IP allowlisting. Connect Google AI Studio (Gemini) to Zapier To create an app connection to Google AI Studio (Gemini) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google AI Studio (Gemini) . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Google AI Studio API key . Click Yes, Continue to Google AI Studio (Gemini) . Your Google AI Studio (Gemini) account is now successfully connected to Zapier. About Google AI Studio (Gemini)'s app Triggers, searches, and actions Triggers No triggers are available for Google AI Studio (Gemini). Searches No search actions are available for Google AI Studio (Gemini). Actions Send Prompt - Sends a prompt to a Gemini model and returns the generated response. You can configure system instructions, temperature, and other parameters. Create Conversation - Starts or continues a conversation with a Gemini model. Supports multi-turn conversations with message history. Understand Document - Processes a document from a URL and answers questions or generates summaries based on your prompt. Understand Audio - Processes an audio file from a URL and generates transcripts, summaries, or answers questions based on your prompt. Generate Image - Creates images from text prompts using Gemini or Imagen models. Generate Audio - Converts text to speech using a selected voice. Generate Video - Creates video content from text prompts. API Request (Beta) - This is an advanced action that makes a raw HTTP request with Google AI Studio authentication. Limitations If you use the Create Conversation action and store messages, messages are truncated after 25 KB. Zapier truncates the oldest messages first. Templates View all of Google AI Studio (Gemini)'s templates . Additional Google AI Studio resources Zapier's Google AI Studio integration page Google AI Studio Gemini API documentation Google AI Studio pricing ", "error": null, "slug": "google-ai-studio", "help_title": "How to get started with Google AI Studio (Gemini) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33344679121037-QuickBooks-Online-error-Required-fields-are-missing", "final_url": "https://help.zapier.com/hc/en-us/articles/33344679121037-QuickBooks-Online-error-Required-fields-are-missing", "title": "QuickBooks Online error: Required fields are missing", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "QuickBooks Online error: Required fields are missing &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce QuickBooks Online QuickBooks Online error: Required fields are missing Updated May 29, 2026 18:12 When using the QuickBooks Online Create Invoice action in your Zap workflows, you see the error message \" Required field \"Name\" (name) is missing. Required field \"Recurrence Type\" (recurType) is missing. Required field \"Interval Type\" (interval) is missing. Required field \"Start Date\" (startDate) is missing. \". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the required fields are empty: Name Recurrence Type Interval Type Start Date These fields are required if the Make Recurring? field is set to True . How to fix it To fix this issue: If you want to create recurring invoices: Go to the affected QuickBooks Online step . In the Configure tab, in the Recurring info section, complete the following fields: Name Recurrence Type Interval Type Start Date If you do not need recurring invoices: Go to the affected QuickBooks Online step . In the Configure tab, in the Make Recurring? field, select False . This will remove those required fields. If the required fields do not disappear, click the Refresh fields icon . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "quickbooks", "help_title": "QuickBooks Online error: Required fields are missing"}
{"url": "https://help.zapier.com/hc/en-us/articles/39931472609677-How-to-get-started-with-Quo-formerly-OpenPhone-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39931472609677-How-to-get-started-with-Quo-formerly-OpenPhone-on-Zapier", "title": "How to get started with Quo (formerly OpenPhone) on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Quo app on Zapier, you must have: An active Quo subscription. Owner or Admin permissions in your Quo workspace.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Quo How to get started with Quo (formerly OpenPhone) on Zapier Updated September 29, 2025 10:26 Quo and Zapier connect to automate your phone system. You can trigger actions when calls complete or messages arrive and send texts or update contacts. Prerequisites To use the Quo app on Zapier, you must have: An active Quo subscription. Owner or Admin permissions in your Quo workspace. Connect Quo to Zapier To create an app connection to Quo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Quo . Click Add connection . A new browser tab or window will open. Log into Quo to authenticate. Grant Zapier permission to access your account if prompted to. Your Quo account is now successfully connected to Zapier. About Quo's app", "text": "How to get started with Quo (formerly OpenPhone) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Quo How to get started with Quo (formerly OpenPhone) on Zapier Updated September 29, 2025 10:26 Quo and Zapier connect to automate your phone system. You can trigger actions when calls complete or messages arrive and send texts or update contacts. Prerequisites To use the Quo app on Zapier, you must have: An active Quo subscription. Owner or Admin permissions in your Quo workspace. Connect Quo to Zapier To create an app connection to Quo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Quo . Click Add connection . A new browser tab or window will open. Log into Quo to authenticate. Grant Zapier permission to access your account if prompted to. Your Quo account is now successfully connected to Zapier. About Quo's app Triggers, searches, and actions Triggers Call Recording Completed (Instant) - Triggers when a call recording has finished. Outgoing Message Delivered (Instant) - Triggers when an outbound message was delivered to the recipients. Outgoing Call Completed (Instant) - Triggers when an outgoing call has ended. Incoming Call Completed (Instant) - Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object. Incoming Message Received (Instant) - Triggers when you receive a message. Searches No search actions available. Actions Send a Message - Sends a new message via OpenPhone. Create or Update Contact - Creates a contact or updates an existing contact. Limitations Completed US carrier registration is required for messaging to US numbers. Standard SMS limited to 160 characters per segment, Unicode/emoji SMS limited to 70 characters per segment, with longer messages automatically split into multiple segments. Learn more about Quo character count limits and strategies . Rate limits apply. API usage limits are designed to prevent abuse and ensure reliability, with limits varying by endpoint and subscription level. Templates View all of Quo's templates . Use cases 5 ways to automate Jobber with Zapier Connect your virtual phone system to other business apps with automation Easily send OpenPhone SMS messages from form submissions Additional Quo resources Zapier's Quo integration page Quo's Help Center Quo's API documentation ", "error": null, "slug": "quo", "help_title": "How to get started with Quo (formerly OpenPhone) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496085325069-Common-Problems-with-Instagram-for-Business-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496085325069-Common-Problems-with-Instagram-for-Business-on-Zapier", "title": "Common Problems with Instagram for Business on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Instagram for Business on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Instagram for Business Common Problems with Instagram for Business on Zapier Updated October 29, 2024 16:58 I’m getting an error when using the Publish Photo action The Publish Photo action only works for Instagram Business accounts linked to a Facebook user with permission to create content. The specific permissions required depend on the type of Facebook account type: Classic and new experience pages : You must have at least partial Facebook access or task access to content . Facebook Pages part of a business portfolio : You must have at least partial access (business tools and Facebook). Why can I only tag 9 users in the Publish Photo action? Currently, this action is limited to only 9 tagged users. Those tagged users will be displayed in a 3x3 grid from top to bottom and left to right. The correct location is not being tagged When using a “Location” field in the Publish Photo action, this field chooses the first matching result that Instagram provides. To tag the correct location, you’ll need to enter a specific location, such as an address. If you’re interested in a specific Instagram step to find a particular location more accurately, reach out and let our Support team know , and they can file a feature request for this. ", "error": null, "slug": "instagram-for-business", "help_title": "Common Problems with Instagram for Business on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496004884621-Common-Problems-with-Follow-Up-Boss", "final_url": "https://help.zapier.com/hc/en-us/articles/8496004884621-Common-Problems-with-Follow-Up-Boss", "title": "Common Problems with Follow Up Boss", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Follow Up Boss &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Follow Up Boss Common Problems with Follow Up Boss Updated March 05, 2026 12:40 Error: Requested resource was not found Make sure you're using the API key for an admin user in FUB, not an agent user. To fix this, you'll want to reconnect your account. You can do that by going to [the connected accounts page] ( https://zapier.com/app/settings/authorizations ) and clicking the reconnect button, then entering your admin user API key. Error: We could not find the tag When setting up a Zap using the \"New Tag Added to Contact\" trigger, make sure you add the tag to an existing contact in Follow Up Boss right before you test the trigger step. ", "error": null, "slug": "follow-up-boss", "help_title": "Common Problems with Follow Up Boss"}
{"url": "https://help.zapier.com/hc/en-us/articles/38815673973133-How-to-get-started-with-Jira-Software-Cloud-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38815673973133-How-to-get-started-with-Jira-Software-Cloud-on-Zapier", "title": "How to get started with Jira Software Cloud on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Jira Software Cloud app on Zapier, you must have: An active Jira Software Cloud account. User permissions to access the projects you want to use.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Jira Software Cloud How to get started with Jira Software Cloud on Zapier Updated March 31, 2026 16:18 Jira Software Cloud and Zapier connect to automate issue tracking. You can trigger workflows when new issues are created or updated and create or update issues automatically. Prerequisites To use the Jira Software Cloud app on Zapier, you must have: An active Jira Software Cloud account. User permissions to access the projects you want to use. Connect Jira Software Cloud to Zapier To create an app connection to Jira Software Cloud on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jira Software Cloud . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: What version of Jira do you use? : Select I use Jira Software Cloud . (Optional) Are you connecting to Atlassian Government Cloud (AGC)? : Select either True or False . Leave this field as False if you have a Standard Jira Cloud account. (Optional) JIRA Cloud Site : If you use multiple JIRA cloud sites, enter the site URL you want to connect to. Click Yes, Continue to Jira Software Cloud . Log into Jira Software Cloud to authenticate. Grant Zapier permission to access your account if prompted to. Your Jira Software Cloud account is now successfully connected to Zapier. About Jira Software Cloud's app", "text": "How to get started with Jira Software Cloud on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Jira Software Cloud How to get started with Jira Software Cloud on Zapier Updated March 31, 2026 16:18 Jira Software Cloud and Zapier connect to automate issue tracking. You can trigger workflows when new issues are created or updated and create or update issues automatically. Prerequisites To use the Jira Software Cloud app on Zapier, you must have: An active Jira Software Cloud account. User permissions to access the projects you want to use. Connect Jira Software Cloud to Zapier To create an app connection to Jira Software Cloud on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jira Software Cloud . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: What version of Jira do you use? : Select I use Jira Software Cloud . (Optional) Are you connecting to Atlassian Government Cloud (AGC)? : Select either True or False . Leave this field as False if you have a Standard Jira Cloud account. (Optional) JIRA Cloud Site : If you use multiple JIRA cloud sites, enter the site URL you want to connect to. Click Yes, Continue to Jira Software Cloud . Log into Jira Software Cloud to authenticate. Grant Zapier permission to access your account if prompted to. Your Jira Software Cloud account is now successfully connected to Zapier. About Jira Software Cloud's app Triggers, searches, and actions Triggers Triggers - New Issue - Triggers when a new issue is created (Polling) - Updated Issue - Triggers when an existing issue is updated (Polling) - New Issue (Via JQL) - Triggers when a new issue is added that matches some JQL (Polling) Searches Searches - Get Attachment Content - Retrieves Jira attachment content by attachment ID - Find Issue - Searches for an issue by summary or key - Find Issue (Via JQL) - Searches for an issue using JQL - Find Filter - Search for saved Jira filters by name or owner - Get Sprint Information - Retrieves detailed information about a specific sprint including dates, goals, and state - Find or Create Issue - Finds an issue by summary or key. Optionally creates a new issue - Find Component - Searches for a component by name - Find Issues by Filter - Executes a saved Jira filter and returns the filtered issues for automated reporting and monitoring workflows - Find Issue by Key - Searches for an issue by key - Find Project - Searches for a project by name or key - Find User - Finds an existing user Actions Actions - Add Comment to Issue - Adds a new comment to an issue - Add Watcher to Issue - Adds a new watcher to an issue - Create Issue - Creates a new issue - Update Issue - Updates an existing issue - Add Attachment to Issue - Adds an attachment to an issue - Link Issues - Creates a link (e.g. \"is blocked by\") between two issues - Add Work Log to Issue - Logs time worked on an issue for time tracking workflows - Move Issue to Sprint - Moves an issue to an active or open sprint - API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations The Jira Software Cloud app does not support connections to Jira Data Center. To connect, use the Jira Software Server app . Templates View all of Jira Software Cloud's templates . Use cases 5 ways to automate Jira Software Cloud with Zapier Create a Jira ticket monitoring system with Zapier Agents 4 ways to automate Jira Service Management Additional Jira Software Cloud resources Zapier's Jira Software Cloud integration page Jira Software Cloud's Help Center Jira Software Cloud's API documentation ", "error": null, "slug": "jira-software-cloud", "help_title": "How to get started with Jira Software Cloud on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496101110541-How-to-get-started-with-Instagram-for-Business-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496101110541-How-to-get-started-with-Instagram-for-Business-on-Zapier", "title": "How to get started with Instagram for Business on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Instagram for Business app on Zapier, you must have: An Instagram Business or Creator account. Your Instagram professional account linked to a Facebook Page . Note To use the Publish Photo or Publish Video actions, you must have permission to create content on the linked Facebook Page. For Classic and new experience pages , you need at least partial Facebook access or task access to content . For Facebook Pages part of a business portfolio , you need at least partial access (business tools and Facebook).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Instagram for Business How to get started with Instagram for Business on Zapier Updated January 21, 2026 15:53 Instagram for Business and Zapier connect to automate your social media workflows. You can trigger actions when new media is posted or when you're tagged, and automatically publish photos and videos to your feed. Prerequisites To use the Instagram for Business app on Zapier, you must have: An Instagram Business or Creator account. Your Instagram professional account linked to a Facebook Page . Note To use the Publish Photo or Publish Video actions, you must have permission to create content on the linked Facebook Page. For Classic and new experience pages , you need at least partial Facebook access or task access to content . For Facebook Pages part of a business portfolio , you need at least partial access (business tools and Facebook). Connect Instagram for Business to Zapier Instagram for Business uses OAuth to authenticate your account on Zapier. To create an app connection to Instagram for Business on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Instagram for Business . Click Add connection . A new browser tab or window will open. Log in to your Facebook account that's linked to your Instagram Business or Creator account. Select the Instagram account and Facebook Page you want to connect. Grant Zapier permission to access your account when prompted. Your Instagram for Business account is now successfully connected to Zapier. About Instagram for Business's app", "text": "How to get started with Instagram for Business on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Instagram for Business How to get started with Instagram for Business on Zapier Updated January 21, 2026 15:53 Instagram for Business and Zapier connect to automate your social media workflows. You can trigger actions when new media is posted or when you're tagged, and automatically publish photos and videos to your feed. Prerequisites To use the Instagram for Business app on Zapier, you must have: An Instagram Business or Creator account. Your Instagram professional account linked to a Facebook Page . Note To use the Publish Photo or Publish Video actions, you must have permission to create content on the linked Facebook Page. For Classic and new experience pages , you need at least partial Facebook access or task access to content . For Facebook Pages part of a business portfolio , you need at least partial access (business tools and Facebook). Connect Instagram for Business to Zapier Instagram for Business uses OAuth to authenticate your account on Zapier. To create an app connection to Instagram for Business on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Instagram for Business . Click Add connection . A new browser tab or window will open. Log in to your Facebook account that's linked to your Instagram Business or Creator account. Select the Instagram account and Facebook Page you want to connect. Grant Zapier permission to access your account when prompted. Your Instagram for Business account is now successfully connected to Zapier. About Instagram for Business's app Triggers, searches, and actions Triggers New Media Posted in My Account - Triggers when a photo or video is posted to your Instagram Business account. This is a polling trigger. New Tagged Media - Triggers when your Instagram Business account is tagged in a photo or video. This is a polling trigger. Searches No search actions are available for Instagram for Business. Actions Publish Photo(s) - Posts one or more photos to your Instagram feed. You can post a single photo or create a carousel with multiple images. Includes options for captions, location, and tagged users. Publish Video - Publishes a video to your Instagram feed as a Reels post. Includes options for captions and tagged users. API Request (Beta) - This is an advanced action that makes a raw HTTP request with Instagram for Business authentication. Limitations Only Instagram Business or Creator accounts are supported. Personal accounts cannot be connected. You can only tag up to 9 users when using the Publish Photo action. Tagged users display in a 3x3 grid from top to bottom and left to right. Triggers use polling, so there may be a delay between when an event occurs and when your Zap runs. Templates View all of Instagram for Business's templates . Additional Instagram for Business resources Zapier's Instagram for Business integration page Instagram's Help Center Instagram's API documentation ", "error": null, "slug": "instagram-for-business", "help_title": "How to get started with Instagram for Business on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495935103885-How-to-get-started-with-QuickBooks-Online-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495935103885-How-to-get-started-with-QuickBooks-Online-on-Zapier", "title": "How to get started with QuickBooks Online on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the QuickBooks Online app on Zapier, you must have: A paid QuickBooks Online subscription . Admin permissions in your QuickBooks Online account. A paid Zapier plan. QuickBooks Online is a premium app on Zapier. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce QuickBooks Online How to get started with QuickBooks Online on Zapier Updated August 10, 2026 10:41 QuickBooks Online and Zapier connect to automate your accounting. You can trigger actions when new invoices or customers are added and create receipts or expenses. Available on plans: Free Professional Team Enterprise Prerequisites To use the QuickBooks Online app on Zapier, you must have: A paid QuickBooks Online subscription . Admin permissions in your QuickBooks Online account. A paid Zapier plan. QuickBooks Online is a premium app on Zapier. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your QuickBooks Online instance requires IP allowlisting. Connect QuickBooks Online to Zapier To create an app connection to QuickBooks Online on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select QuickBooks Online . Click Add connection . A new browser tab or window will open. Log into QuickBooks Online to authenticate. Grant Zapier permission to access your account if prompted to. Your QuickBooks Online account is now successfully connected to Zapier. About QuickBooks Online's app", "text": "How to get started with QuickBooks Online on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce QuickBooks Online How to get started with QuickBooks Online on Zapier Updated August 10, 2026 10:41 QuickBooks Online and Zapier connect to automate your accounting. You can trigger actions when new invoices or customers are added and create receipts or expenses. Available on plans: Free Professional Team Enterprise Prerequisites To use the QuickBooks Online app on Zapier, you must have: A paid QuickBooks Online subscription . Admin permissions in your QuickBooks Online account. A paid Zapier plan. QuickBooks Online is a premium app on Zapier. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your QuickBooks Online instance requires IP allowlisting. Connect QuickBooks Online to Zapier To create an app connection to QuickBooks Online on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select QuickBooks Online . Click Add connection . A new browser tab or window will open. Log into QuickBooks Online to authenticate. Grant Zapier permission to access your account if prompted to. Your QuickBooks Online account is now successfully connected to Zapier. About QuickBooks Online's app Triggers, searches, and actions Triggers New Account (Instant) - Triggers when you add a new account. New Bill (Instant) - Triggers when a new bill is added. Estimate Emailed (Instant) - Triggers when an estimate is emailed. New Expense (Instant) - Triggers when a new expense is added. Invoice Emailed (Instant) - Triggers when an invoice is emailed. New Bill Payment (Instant) - Triggers when a new bill paid. New Deposit (Instant) - Triggers when a there is a new deposit. New Paid Invoice (Instant) - Triggers when the balance of an invoice becomes zero. New Project (Instant) - Triggers when a new project is created. New Time Entry (Instant) - Triggers when a new time entry is created. New Purchase Order (Instant) - Triggers when a new purchase order is added. New Supplier Credit (Instant) - Triggers when a new supplier credit is created. Updated Credit Memo (Instant) - Triggers when a credit memo is updated. Updated Estimate (Instant) - Triggers when an existed estimate is updated. New Vendor (Instant) - Triggers when a new vendor is added. Searches No search actions were found in the provided content. Actions Create Bill (Item Based) - Create a new bill, optionally tied to a customer. Create Bill (Item Based) - Create a new bill, optionally tied to a customer (with line item support). Create Employee - Creates a new employee. Create Customer - Adds a new customer. Create Expense - Creates a new expense using check, cash, or credit card. Create Journal Entry - Creates a new journal entry. Create Sales Receipt - Adds a new sales receipt (with line item support). Create Purchase Order - Creates a new purchase order. Send Estimate - Sends an estimate. Send Sales Receipt - Send an existing sales receipt. Update Bill - Updates an existing bill. Update Estimate - Updates an existing estimate. Update Product - Updates an existing product. Limitations API rate limits apply. QuickBooks Online enforces strict rate limits of 500 requests per minute per realm ID, 10 concurrent requests per second per realm ID and app, and 40 batch requests per minute per realm ID. Custom fields restrictions apply. Only the first three string-based custom fields are included in API responses, and number-type custom fields will not appear in the API response, limiting Zapier's ability to access all custom fields. Customer, employee, or vendor Display Names must be unique, causing errors when attempting to create records with existing Display Names. SKU fields are not available on Create Invoice actions as they are automatically populated from the selected product/service. Templates View all of QuickBooks Online's templates . Use cases 4 ways to automate QuickBooks Online How to automate invoices with QuickBooks Online and Zapier How to automatically create QuickBooks invoices from PDF vendor invoices Additional QuickBooks Online resources Zapier's QuickBooks Online integration page QuickBooks Online's Help Center QuickBooks Online's API documentation ", "error": null, "slug": "quickbooks", "help_title": "How to get started with QuickBooks Online on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "title": "Meta work account migration: What Facebook-related app users need to know", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows.", "text": "Meta work account migration: What Facebook-related app users need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows. ", "error": null, "slug": "facebook-lead-ads-beta", "help_title": "Meta work account migration: What Facebook-related app users need to know"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495989524621-How-to-get-started-with-WooCommerce-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495989524621-How-to-get-started-with-WooCommerce-on-Zapier", "title": "How to get started with WooCommerce on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the WooCommerce app on Zapier, you must have: The paid WooCommerce Zapier Integration plugin from the WooCommerce.com Extension Store. Software requirements : A WordPress website with WooCommerce installed (minimum version 8.3, latest version recommended). WordPress version 6.4 or higher (latest version recommended). PHP version 7.4 or higher (latest version recommended). Configuration requirements : A WordPress administrator account with administrator role permissions. WordPress pretty permalinks enabled (default permalinks will not work). HTTPS enabled on your website (site must be accessible via https://). WooCommerce REST API running and operational. WordPress Cron running and operational. WooCommerce extensions To use specific features for a WooCommerce extensions with Zapier, you must ensure you have the minimum version installed. Learn more in WooCommerce's extension requirements documentation . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce WooCommerce How to get started with WooCommerce on Zapier Updated August 10, 2026 10:41 WooCommerce and Zapier connect to automate your store. You can trigger actions when new orders or customers are created and create products or update inventory. Prerequisites To use the WooCommerce app on Zapier, you must have: The paid WooCommerce Zapier Integration plugin from the WooCommerce.com Extension Store. Software requirements : A WordPress website with WooCommerce installed (minimum version 8.3, latest version recommended). WordPress version 6.4 or higher (latest version recommended). PHP version 7.4 or higher (latest version recommended). Configuration requirements : A WordPress administrator account with administrator role permissions. WordPress pretty permalinks enabled (default permalinks will not work). HTTPS enabled on your website (site must be accessible via https://). WooCommerce REST API running and operational. WordPress Cron running and operational. WooCommerce extensions To use specific features for a WooCommerce extensions with Zapier, you must ensure you have the minimum version installed. Learn more in WooCommerce's extension requirements documentation . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your WooCommerce instance requires IP allowlisting. Connect WooCommerce to Zapier To create an app connection to WooCommerce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WooCommerce . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: WordPress Site Address (URL) : Enter your WordPress website's home page URL starting with https:// and without trailing slash. WordPress Username : Enter your administrator username or email address . WordPress Application Password : Enter your WordPress Application Password (recommended) or regular WordPress password . Click Yes, Continue to WooCommerce . Your WooCommerce account is now successfully connected to Zapier. About WooCommerce's app Triggers, searches, and actions Triggers Booking (Instant) - Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled. Customer (Instant) - Triggers when any Customer is created, updated, deleted, etc. ", "text": "How to get started with WooCommerce on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce WooCommerce How to get started with WooCommerce on Zapier Updated August 10, 2026 10:41 WooCommerce and Zapier connect to automate your store. You can trigger actions when new orders or customers are created and create products or update inventory. Prerequisites To use the WooCommerce app on Zapier, you must have: The paid WooCommerce Zapier Integration plugin from the WooCommerce.com Extension Store. Software requirements : A WordPress website with WooCommerce installed (minimum version 8.3, latest version recommended). WordPress version 6.4 or higher (latest version recommended). PHP version 7.4 or higher (latest version recommended). Configuration requirements : A WordPress administrator account with administrator role permissions. WordPress pretty permalinks enabled (default permalinks will not work). HTTPS enabled on your website (site must be accessible via https://). WooCommerce REST API running and operational. WordPress Cron running and operational. WooCommerce extensions To use specific features for a WooCommerce extensions with Zapier, you must ensure you have the minimum version installed. Learn more in WooCommerce's extension requirements documentation . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your WooCommerce instance requires IP allowlisting. Connect WooCommerce to Zapier To create an app connection to WooCommerce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WooCommerce . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: WordPress Site Address (URL) : Enter your WordPress website's home page URL starting with https:// and without trailing slash. WordPress Username : Enter your administrator username or email address . WordPress Application Password : Enter your WordPress Application Password (recommended) or regular WordPress password . Click Yes, Continue to WooCommerce . Your WooCommerce account is now successfully connected to Zapier. About WooCommerce's app Triggers, searches, and actions Triggers Booking (Instant) - Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled. Customer (Instant) - Triggers when any Customer is created, updated, deleted, etc. Order (Instant) - Triggers when any Order is created, updated, deleted, etc. Order Note (Instant) - Triggers when an Order Note is created or deleted. Subscription (Instant) - Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled. User Membership (Instant) - Triggers when any User Membership is created, updated, deleted, etc. WooCommerce Memberships must be installed and enabled. Coupon (Instant) - Triggers when any Coupon is created, updated, deleted, etc. Coupon functionality must be enabled. Membership Plan (Instant) - Triggers when any Membership Plan is created, updated, deleted, etc. WooCommerce Memberships must be installed and enabled. Line Item in an Order (Instant) - Triggers when any Order is created, updated, deleted, etc. Creates a separate task for each line item in an Order. Product (Instant) - Triggers when any Product or Variation is created, updated, deleted, etc. Subscription Note (Instant) - Triggers when an Subscription Note is created or deleted. Searches Find Coupon - Finds a Coupon by searching. Find Membership Plan - Finds a Membership Plan by searching. Find Order - Finds an Order by searching. Find Subscription Note - Finds a Subscription Note by searching. Find User Membership - Finds a User Membership by searching. Find Customer - Finds a Customer by searching. Find Order Note - Finds an Order Note by searching. Find Product - Finds a Product or Variation by searching. Find Subscription - Finds a Subscription by searching. Actions Update Coupon - Updates an existing Coupon. Update Customer - Updates an existing Customer. Create Order Note - Creates a new Order Note. Create Product - Creates a new Product or Variation. Update Product Stock Quantity - Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID. Create Subscription - Creates a new Subscription. Update Subscription - Updates an existing Subscription. Update User Membership - Updates an existing User Membership. Create Coupon - Creates a new Coupon. Create Customer - Creates a new Customer. Create Order - Creates a new Order. Update Order - Updates an existing Order. Update Product Price - Manage the regular price or sale price of an existing Product or Variation by SKU or ID. Update Product - Updates an existing Product or Variation. Create Subscription Note - Creates a new Subscription Note. Create User Membership - Creates a new User Membership. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Find or Create Customer - Finds a Customer by searching. Find or Create Order - Finds an Order by searching. Find or Create Subscription Note - Finds a Subscription Note by searching. Find or Create User Membership - Finds a User Membership by searching. Find or Create Coupon - Finds a Coupon by searching. Find or Create Order Note - Finds an Order Note by searching. Find or Create Product - Finds a Product or Variation by searching. Find or Create Subscription - Finds a Subscription by searching. Limitations Data is not sent immediately to Zapier but queued via Action Scheduler with typical delays of 10 seconds to 1 minute . Various security plugins and firewalls can interfere with authentication and API communication, causing compatibility issues . When creating orders via Zapier, product stock quantities are not automatically reduced and require additional steps. Learn more about creating orders in WooCommerce with Zapier. Meta data fields are unstructured and can vary between resources, with potential for missing fields or multiple values overwriting each other. Learn more about using meta data fields in Zapier . Templates View all of WooCommerce's templates . Use cases 7 ways to automate WooCommerce with Zapier How to add or update ActiveCampaign contacts for new WooCommerce orders Additional WooCommerce resources Zapier's WooCommerce integration page WooCommerce Quick Start Guide WooCommerce's Help Center WooCommerce's API documentation WooCommerce Troubleshooting ", "error": null, "slug": "woocommerce", "help_title": "How to get started with WooCommerce on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496040397965-What-permissions-do-I-need-to-use-Facebook-Lead-Ads-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496040397965-What-permissions-do-I-need-to-use-Facebook-Lead-Ads-with-Zapier", "title": "What permissions do I need to use Facebook Lead Ads with Zapier?", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads What permissions do I need to use Facebook Lead Ads with Zapier? Updated September 22, 2025 09:59 The permissions you need depend on which version of Zapier's Facebook Lead Ads app you use: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Lead Ads You’ll need to have the following permissions for each page you'd like to use with a Zap: Manage Pages . Manage Ad Account . Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. Business integration access - To check that Zapier has business integration access: Go to Business Integrations. Click View & Edit . You may need to contact the Page Owner or Business Manager admin to request those permissions. Once you have the correct permissions, you can connect Facebook Lead Ads to Zapier. Facebook Lead Ads (for Business Admins) You’ll need to have the following permissions for each page you'd like to use with a Zap: The Facebook page that you’re connecting to must be added to a business portfolio . Your Facebook account must be added to the business portfolio associated with the ad account and Facebook page. You must have full control access for the business asset access associated with the ad account and Facebook page. Once you have the correct permissions, you can connect Facebook Lead Ads (for Business Admins) to Zapier. Note If you update your Facebook Lead Ads permissions , you must reconnect your account to Zapier. Troubleshooting your Facebook permissions If you have trouble setting these permissions, it may mean you do not have admin access. In this case, the business manager admin can implement these changes for you. More information on controlling access to your leads can be found in Facebook's documentation .", "text": "What permissions do I need to use Facebook Lead Ads with Zapier? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads What permissions do I need to use Facebook Lead Ads with Zapier? Updated September 22, 2025 09:59 The permissions you need depend on which version of Zapier's Facebook Lead Ads app you use: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Lead Ads You’ll need to have the following permissions for each page you'd like to use with a Zap: Manage Pages . Manage Ad Account . Leads Access - if Lead Access is customized, make sure to give CRM Access to Zapier. Business integration access - To check that Zapier has business integration access: Go to Business Integrations. Click View & Edit . You may need to contact the Page Owner or Business Manager admin to request those permissions. Once you have the correct permissions, you can connect Facebook Lead Ads to Zapier. Facebook Lead Ads (for Business Admins) You’ll need to have the following permissions for each page you'd like to use with a Zap: The Facebook page that you’re connecting to must be added to a business portfolio . Your Facebook account must be added to the business portfolio associated with the ad account and Facebook page. You must have full control access for the business asset access associated with the ad account and Facebook page. Once you have the correct permissions, you can connect Facebook Lead Ads (for Business Admins) to Zapier. Note If you update your Facebook Lead Ads permissions , you must reconnect your account to Zapier. Troubleshooting your Facebook permissions If you have trouble setting these permissions, it may mean you do not have admin access. In this case, the business manager admin can implement these changes for you. More information on controlling access to your leads can be found in Facebook's documentation . ", "error": null, "slug": "facebook-lead-ads-beta", "help_title": "What permissions do I need to use Facebook Lead Ads with Zapier?"}
{"url": "https://help.zapier.com/hc/en-us/articles/25419111668621-WooCommerce-update-new-features-and-enhancements", "final_url": "https://help.zapier.com/hc/en-us/articles/25419111668621-WooCommerce-update-new-features-and-enhancements", "title": "WooCommerce update: new features and enhancements", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "WooCommerce update: new features and enhancements &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 WooCommerce update: new features and enhancements Updated September 05, 2024 09:31 The WooCommerce app has seen significant improvements in the last 12 months, focusing on improving capabilities, expanding compatibility with WooCommerce extensions, enhancing performance, and more on Zapier. Here’s a breakdown of these key updates: WooCommerce Memberships : Added support for the WooCommerce Memberships extension , with actions and triggers for creating, updating, finding, and managing the status of User Memberships and Membership Plans. Product variations and stock management : Support for variable products and product variations was added, as well as new actions for updating product prices and stock levels, making inventory management through Zapier more versatile. Order notes : Added support for creating, finding, and triggering workflows based on Order Notes, enhancing the capabilities for order management. Subscription notes : Added support for creating, finding, and triggering workflows based on Subscription Notes, enhancing the capabilities for subscription management. Compatibility and performance improvements : Added compatibility with new WooCommerce features, including WooCommerce High Performance Order Storage (HPOS) and WooCommerce Cart and Checkout blocks . Task History enhancements : WooCommerce now includes more detailed task history records inside WordPress, with the ability to search and filter tasks by status. This makes it easier to manage and troubleshoot automated workflows from within WooCommerce. 4 new triggers added: User Membership Membership Plan Order Notes Subscription Notes 43 new trigger rules added: Order status changed to Cancelled Order status changed to Completed Order status changed to Failed Order status changed to On hold Order status changed to Processing Order status changed to Refunded Booking status changed to Cancelled Booking status changed to Complete Booking status changed to Confirmed Booking status changed to In Cart Booking status changed to Paid Booking status changed to Pending Confirmation Subscription status changed to Active Subscription status changed to Cancelled Subscription status changed to Expired Subscription status changed to On hold Subscription status changed to Pending Cancellation Product stock status changed (any status) Product stock status changed to in stock Product stock status changed to on backorder Product stock status changed to out of stock Product stock low Order note created Order note deleted Subscription note created Subscription note deleted User Membership Created User Membership Deleted User Membership status changed (any status) User Membership status changed to Active User Membership status changed to Cancelled User Membership status changed to Complimentary User Membership status changed to Delayed User Membership status changed to Expired User Membership status changed to Free Trial User Membership status changed to Paused User Membership status changed to Pending Cancellation User Membership Transferred User Membership Updated Membership Plan Created Membership Plan Deleted Membership Plan Restored Membership Plan Updated 10 new actions added: Create Order Note Find Order Note Create Subscription Note Find Subscription Note Update Product Price Update Product Stock Quantity Create User Membership Update User Membership Find User Membership Find Membership Plan 8 improved actions : Create Product Update Product Find Product Update Order Update Product Update Coupon Update Subscription Update Customer For more information on these new features, visit the WooCommerce documentation . ", "error": null, "slug": "woocommerce", "help_title": "WooCommerce update: new features and enhancements"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496015602829-Common-Problems-with-Microsoft-Teams-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496015602829-Common-Problems-with-Microsoft-Teams-on-Zapier", "title": "Common Problems with Microsoft Teams on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Teams Common Problems with Microsoft Teams on Zapier Updated March 05, 2026 12:41 Error: \"DataPostError: Problem creating Connected Account Test\" If you receive this error, this is because the Microsoft Teams Zapier integration does not support Microsoft Teams Free accounts. In addition, ensure your Microsoft Teams account that you're connecting to Zapier is one of the following administrator roles: Global Administrator, Security Administrator, Security Reader or Privileged Role Administrator. More information on how to view your permission level in Microsoft Teams can be found here . I installed the Zapier app, but the team I want to use is still listed as \"Requires Zapier app to be installed\" If you see Requires Zapier app to be installed beside the team name in the Zap editor, it usually means that the app has not been installed for that specific team. To get the app installed: Open up Microsoft Teams and check the Teams tab. Find the team you'd like to use and press the three dots next to its name. Select Manage team . Click Apps > More apps to reach Microsoft's app store. In the search box, enter \"Zapier.\" Click the dropdown arrow next to Open , then, Add to a team . From there, [Team Name] > General should be populated by default, but if not, locate it and then click Set up a bot . Go back to Zapier and refresh the Team dropdown menu in the Zap. If you go through these steps and still don't see the message removed from the team, try reconnecting Microsoft Teams to Zapier. Learn how to reconnect your app account .", "text": "Common Problems with Microsoft Teams on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Teams Common Problems with Microsoft Teams on Zapier Updated March 05, 2026 12:41 Error: \"DataPostError: Problem creating Connected Account Test\" If you receive this error, this is because the Microsoft Teams Zapier integration does not support Microsoft Teams Free accounts. In addition, ensure your Microsoft Teams account that you're connecting to Zapier is one of the following administrator roles: Global Administrator, Security Administrator, Security Reader or Privileged Role Administrator. More information on how to view your permission level in Microsoft Teams can be found here . I installed the Zapier app, but the team I want to use is still listed as \"Requires Zapier app to be installed\" If you see Requires Zapier app to be installed beside the team name in the Zap editor, it usually means that the app has not been installed for that specific team. To get the app installed: Open up Microsoft Teams and check the Teams tab. Find the team you'd like to use and press the three dots next to its name. Select Manage team . Click Apps > More apps to reach Microsoft's app store. In the search box, enter \"Zapier.\" Click the dropdown arrow next to Open , then, Add to a team . From there, [Team Name] > General should be populated by default, but if not, locate it and then click Set up a bot . Go back to Zapier and refresh the Team dropdown menu in the Zap. If you go through these steps and still don't see the message removed from the team, try reconnecting Microsoft Teams to Zapier. Learn how to reconnect your app account . ", "error": null, "slug": "microsoft-teams", "help_title": "Common Problems with Microsoft Teams on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38844152391821-How-to-get-started-with-Xero-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38844152391821-How-to-get-started-with-Xero-on-Zapier", "title": "How to get started with Xero on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Xero app on Zapier, you must have: A paid Xero account. Standard or Adviser level user permissions in your Xero organization . A paid Zapier plan. Xero is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Xero How to get started with Xero on Zapier Updated April 10, 2026 17:03 Xero and Zapier connect to automate your accounting work. You can trigger actions when new payments or invoices are created and create invoices or contacts. Available on plans: Free Professional Team Enterprise Prerequisites To use the Xero app on Zapier, you must have: A paid Xero account. Standard or Adviser level user permissions in your Xero organization . A paid Zapier plan. Xero is a premium app on Zapier. Connect Xero to Zapier To create an app connection to Xero on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Xero . Click Add connection . A new browser tab or window will open. Log into Xero to authenticate. Grant Zapier permission to access your account if prompted to. Your Xero account is now successfully connected to Zapier. About Xero's app", "text": "How to get started with Xero on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Xero How to get started with Xero on Zapier Updated April 10, 2026 17:03 Xero and Zapier connect to automate your accounting work. You can trigger actions when new payments or invoices are created and create invoices or contacts. Available on plans: Free Professional Team Enterprise Prerequisites To use the Xero app on Zapier, you must have: A paid Xero account. Standard or Adviser level user permissions in your Xero organization . A paid Zapier plan. Xero is a premium app on Zapier. Connect Xero to Zapier To create an app connection to Xero on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Xero . Click Add connection . A new browser tab or window will open. Log into Xero to authenticate. Grant Zapier permission to access your account if prompted to. Your Xero account is now successfully connected to Zapier. About Xero's app Triggers, searches, and actions Triggers New Bank Transaction (Polling) - Triggers when a new bank transaction is created. New Contact (Polling) - Triggers when you add a new contact. New Employee (Polling) - Triggers when a new employee is created (Exclusively for Australian Instances). Overdue Sales Invoice (Polling) - Triggers when a sales invoice is overdue by a specified number of days. New Payslip (Polling) - Triggers when a new payslip is created. New Purchase Order (Polling) - Triggers when a new purchase order is created or enters a status for the first time. New Reconciled Payment (Polling) - Triggers when a payment is reconciled for the first time. New or Updated Contact (Polling) - Triggers when a contact is created or updated. Updated Sales Invoice (Instant) - Triggers when a Sales Invoice is updated. New Bill (Polling) - Triggers when you add a new bill. (Accounts Payable). New Credit Note (Polling) - Triggers when a new credit note is created. New Report (Polling) - Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.). New Payment (Polling) - Triggers when you receive a new payment. New Project (Polling) - Triggers when a new project is created. May not trigger if there are more than 500 projects. Searches Find Credit Note - Finds a credit note by number or reference and retrieves its PDF. Find Invoice by ID - Find a specific invoice using its unique Invoice ID. Get Invoice History - Returns a list of History Records for a given Invoice ID. Find Item - Finds an item by name or code. Find or Create Contact - Finds or creates a specific contact. Find Quote - Finds quotes by contact ID. Actions Add Items to Existing Sales Invoice - Adds line items to an existing sales invoice. Add or Update Stock Items - Creates or updates one or more stock items. Create Account - Create Bank Transaction - Creates a new Spend/Receive Money bank transaction. Create/Update Contact - Creates a new contact or updates a contact if a contact already exists. Create Credit Note - Creates a new credit note for a contact. Create Employee - Creates an employee in Xero. (Exclusively for Australian Instances) Create Bill - Creates a new bill (Accounts Payable). Create Payment - Applies a payment to an invoice. Create Purchase Order - Creates a new purchase order for a contact. Delete Credit Note Allocation - Deletes a credit note allocation on an invoice. Update Employee - Updates an existing employee in Xero. (Exclusively for Australian Instances) Update Quote - Updates an existing quote. Update Sales Invoice - Updates existing sales invoice (Accounts Receivable). API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply . Xero has strict API rate limits including 5 concurrent calls at one time, 60 calls per minute per tenant, and 5,000 calls per day per tenant. There's also an app-wide limit of 10,000 calls per minute across all tenants . Zapier's Xero integration does not directly support the Projects API endpoint. Users must use Webhooks by Zapier to send custom HTTP requests to access Projects data. If a second app connection to Xero from the same account is made under a separate Zapier account, it will replace the previous connection, causing disconnections. Organizations using Xero's \"Starter\" pricing plan can only enter up to 20 approved Accounts Receivable invoices and 5 approved Accounts Payable invoices per month via the API. Non-US customers often encounter validation errors when creating invoices because the \"Line Account Code\" field is required in certain cases, even though it's marked as optional in Zapier. To resolve this, complete this field. Templates View all of Xero's templates . Use cases 5 ways to use the Zapier Xero integration How to use automation to close high value deals Your guide to invoice automation Additional Xero resources Zapier's Xero integration page Xero's Help Center Xero's API documentation ", "error": null, "slug": "xero", "help_title": "How to get started with Xero on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496017011469-How-to-get-started-with-Microsoft-Teams-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496017011469-How-to-get-started-with-Microsoft-Teams-on-Zapier", "title": "How to get started with Microsoft Teams on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft Teams app on Zapier, you must have: A Business or Enterprise Microsoft 365 paid plan (Microsoft Teams Essentials, Microsoft 365 Business Basic, Microsoft 365 Business Standard, or any Enterprise plan). One of the following administrator roles in your Microsoft 365 organization: Global Administrator Security Administrator Security Reader Privileged Role Administrator. Installation of the Zapier app within Microsoft Teams. Install Zapier app To install the Zapier app on Microsoft teams: Open up Microsoft Teams and check the Teams tab. Find the team you'd like to use and press the three dots next to its name . Select Manage team . Click Apps > More apps to reach Microsoft's app store. In the search box, enter \" Zapier \". Click the dropdown arrow next to Open , then Add to a team . From there, [Team Name] > General should be populated by default, but if not, locate it and then click Set up a bot . Go back to Zapier and refresh the Team dropdown menu in the Zap.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Teams How to get started with Microsoft Teams on Zapier Updated May 07, 2026 11:22 Microsoft Teams and Zapier connect to automate team communication. You can trigger actions when new messages are posted and send messages to channels or chats. Prerequisites To use the Microsoft Teams app on Zapier, you must have: A Business or Enterprise Microsoft 365 paid plan (Microsoft Teams Essentials, Microsoft 365 Business Basic, Microsoft 365 Business Standard, or any Enterprise plan). One of the following administrator roles in your Microsoft 365 organization: Global Administrator Security Administrator Security Reader Privileged Role Administrator. Installation of the Zapier app within Microsoft Teams. Install Zapier app To install the Zapier app on Microsoft teams: Open up Microsoft Teams and check the Teams tab. Find the team you'd like to use and press the three dots next to its name . Select Manage team . Click Apps > More apps to reach Microsoft's app store. In the search box, enter \" Zapier \". Click the dropdown arrow next to Open , then Add to a team . From there, [Team Name] > General should be populated by default, but if not, locate it and then click Set up a bot . Go back to Zapier and refresh the Team dropdown menu in the Zap. Connect Microsoft Teams to Zapier To create an app connection to Microsoft Teams on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Teams . Click Add connection . A new browser tab or window will open. Log into Microsoft Teams to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Teams account is now successfully connected to Zapier. About Microsoft Teams's app", "text": "How to get started with Microsoft Teams on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Teams How to get started with Microsoft Teams on Zapier Updated May 07, 2026 11:22 Microsoft Teams and Zapier connect to automate team communication. You can trigger actions when new messages are posted and send messages to channels or chats. Prerequisites To use the Microsoft Teams app on Zapier, you must have: A Business or Enterprise Microsoft 365 paid plan (Microsoft Teams Essentials, Microsoft 365 Business Basic, Microsoft 365 Business Standard, or any Enterprise plan). One of the following administrator roles in your Microsoft 365 organization: Global Administrator Security Administrator Security Reader Privileged Role Administrator. Installation of the Zapier app within Microsoft Teams. Install Zapier app To install the Zapier app on Microsoft teams: Open up Microsoft Teams and check the Teams tab. Find the team you'd like to use and press the three dots next to its name . Select Manage team . Click Apps > More apps to reach Microsoft's app store. In the search box, enter \" Zapier \". Click the dropdown arrow next to Open , then Add to a team . From there, [Team Name] > General should be populated by default, but if not, locate it and then click Set up a bot . Go back to Zapier and refresh the Team dropdown menu in the Zap. Connect Microsoft Teams to Zapier To create an app connection to Microsoft Teams on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Teams . Click Add connection . A new browser tab or window will open. Log into Microsoft Teams to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Teams account is now successfully connected to Zapier. About Microsoft Teams's app Triggers, searches, and actions Triggers New Channel (Polling) - Triggers when a new channel is created within a team. New Chat Message (Polling) - Triggers when a new message is received in a chat. New Team Member (Polling) - Triggers when a new member is added to a team. Requires installation of the Zapier app. New Reply to Message (Polling) - Triggers when a new reply is added to a message in a channel. Requires installation of the Zapier app. New Channel Mention (Polling) - Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app. New Chat (Polling) - Triggers when a new chat is created. New Channel Message (Polling) - Triggers when a new message is posted in a channel. Requires installation of the Zapier app. Searches Get Channel by ID - Finds a channel by its ID within a specified team and returns the channel details. Get Chat by ID - Finds a chat by its ID and returns the chat details including the member list. Find Team Member - Finds a team member by name or email. Get Channel Message - Finds a channel message by its ID within a specified team and channel and returns the message details including any attachments. Get Chat Message - Finds a chat message by its ID within a specified chat and returns the message details including any attachments. Find Public Channels - Finds public channels by name within a team. Actions Create One-on-One Chat - Creates a new one-on-one chat between you and a team member. Edit Chat Message - Edit an existing message in a chat. Reply to Channel Message - Creates a reply to a channel message. Send Channel Message - Sends a message to an existing channel. Send Message with Card - Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements. Create Channel - Creates a new channel within a team. Requires installation of the Zapier app. Create Chat and Send Message - Creates a new chat (one-on-one or group) and sends an initial message. Create Private Channel - Creates a new private channel within a team. Requires installation of the Zapier app. Send Bot Message - Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app. Send Chat Message - Sends a message to an existing chat. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Formatting messages To mention a user, team, or channel in your messages, the Message Text Format field must be set to HTML . If set to Plain, <at> tags display as literal text instead of clickable mentions. User: Use <at> followed by their name, email, or ID. Examples: <at>Jane Doe</at> , <at>jane.doe@example.com</at> , <at>jane-doe-user-id</at> Teams: Use <at> followed by the team name. Example: <at>Marketing Team</at> Channels: Use <at> followed by the channel name. Example: <at>general</at> Limitations Microsoft Teams Free accounts are not supported. Bots cannot send private messages or be added to private channels. Microsoft Graph API rate limits apply , including throttling limits that vary based on tenant size and request type. Teams messaging has specific rate limits: for POST requests for 1:1 messages, the limit is only 2 requests per second per tenant. Templates View all of Microsoft Teams's templates . Use cases How to use Zapier within Microsoft Teams 6 ways to automate Microsoft Teams Your guide to Microsoft automation Additional Microsoft Teams resources Zapier's Microsoft Teams integration page Microsoft Teams's Help Center Microsoft Teams's API documentation ", "error": null, "slug": "microsoft-teams", "help_title": "How to get started with Microsoft Teams on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495985208589-Common-Problems-with-Xero-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495985208589-Common-Problems-with-Xero-on-Zapier", "title": "Common Problems with Xero on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Xero on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Xero Common Problems with Xero on Zapier Updated May 29, 2026 18:12 The bank account details and BSB code are sent in the same output field When creating a contact in Xero the bank account details includes the BSB code. To separate these fields, you can use a Formatter step to split the values into two separate fields . How do I use line items with Xero? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier. In Zapier's Xero integration, the “New Payment,” “New Bill,” and “New Sales Invoice” triggers offer line item support, as do the “Create Bill,” “Create Sales Invoice,” and “Create Purchase Order” actions. If you want to learn more about how line items work, read our Guide to Line Items here . I can't connect my Xero account The Xero account you're connecting with must have either Standard or Advisor level rights in order to use the Xero API, which is required for connecting with Zapier. Read-only, Invoice Only, and Cashbook Client roles don't have the ability to use the API. My account keeps getting disconnected This can happen if a second connection to Xero from the same account has taken place. If, under a separate Zapier account, you try to connect to the same organisation in Xero, this will replace the previous connection. To resolve, only connect your Xero account to one Zapier account. Error: A validation exception occurred, The TaxType field is mandatory, Account code must be specified. Non-US customers will often get this error when creating an invoice in Xero. To fix this, make sure to fill out a Line Account Code in the action: Even though the field is marked Optional, Xero requires it in certain cases. The New Payment trigger isn't finding all of my payments The New Payment trigger will only find new payments created within the last 7 days. If you reconcile bank statements with unpaid invoices that are older than 7 days, they won't trigger your Zap. ", "error": null, "slug": "xero", "help_title": "Common Problems with Xero on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495936547085-How-to-get-started-with-Zendesk-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495936547085-How-to-get-started-with-Zendesk-on-Zapier", "title": "How to get started with Zendesk on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the Zendesk app on Zapier, you must have: Administrator permissions in your Zendesk account with API access enabled. A Zendesk Team plan or higher. A paid Zapier plan. Zendesk is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Zendesk How to get started with Zendesk on Zapier Updated April 10, 2026 17:04 Zendesk and Zapier connect to automate your support work. You can trigger actions when new tickets are created and create tickets from forms or update existing ones. Available on plans: Free Professional Team Enterprise Prerequisites To use the Zendesk app on Zapier, you must have: Administrator permissions in your Zendesk account with API access enabled. A Zendesk Team plan or higher. A paid Zapier plan. Zendesk is a premium app on Zapier. Connect Zendesk to Zapier To create an app connection to Zendesk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zendesk . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Account : Enter your Zendesk subdomain . Agent Email : Enter your Zendesk administrator email address . API Token : Enter your Zendesk API token . Learn more about finding your Zendesk API token . Click Yes, Continue to Zendesk . Your Zendesk account is now successfully connected to Zapier. About Zendesk's app", "text": "How to get started with Zendesk on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Zendesk How to get started with Zendesk on Zapier Updated April 10, 2026 17:04 Zendesk and Zapier connect to automate your support work. You can trigger actions when new tickets are created and create tickets from forms or update existing ones. Available on plans: Free Professional Team Enterprise Prerequisites To use the Zendesk app on Zapier, you must have: Administrator permissions in your Zendesk account with API access enabled. A Zendesk Team plan or higher. A paid Zapier plan. Zendesk is a premium app on Zapier. Connect Zendesk to Zapier To create an app connection to Zendesk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zendesk . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Account : Enter your Zendesk subdomain . Agent Email : Enter your Zendesk administrator email address . API Token : Enter your Zendesk API token . Learn more about finding your Zendesk API token . Click Yes, Continue to Zendesk . Your Zendesk account is now successfully connected to Zapier. About Zendesk's app Triggers, searches, and actions Triggers New Group - Triggers when a new group is created. (Polling) New Ticket in View - Triggers when a new ticket is added to a view. (Polling) Tag Added to User - Triggers when a one or more tags are added to a user. (Instant) New Suspended Ticket - Triggers when a new suspended ticket is created in Zendesk. Note: Suspended tickets are automatically deleted after 14 days. (Polling) Updated Ticket - Triggers when an existing ticket is updated. (Polling) New View - Triggers when a new view is created. (Polling) New Tag Added to Ticket - Triggers when a new tag is added to a ticket. (Polling) New Ticket - Triggers when a new ticket is created. Optionally select an organization. (Polling) New Organization - Triggers when a new organization is created. (Polling) New Action on Ticket - Triggers when there is activity (an audit) on a specific ticket. Non-admins can only watch one ticket per Zap. (Polling) New User - Triggers when a new user is created. (Polling) Searches Find Tickets - Finds existing tickets. Returns multiple results as individual items. Find Latest Comment - Finds the latest comment on a ticket. Find a User - Finds an existing user. Find or Create User - Finds a user, or creates one if none are found. Find an Agent - Finds an existing agent. Find a Group - Finds an existing group. Find an Organization - Finds an existing organization. Find or Create Organization - Finds a organization, or creates one if none are found. Actions Create Organization - Create a new organization. Create Ticket - Create a new ticket. Add Comment to Ticket - Add a Comment to an existing Ticket. Update Organization - Update an existing organization. Update User - Update an existing user. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Delete User - Deletes the user and associated records from the account. Remove Tag(s) from Ticket - Remove one or more tags from an existing ticket. Attach File to Ticket - Attach a file to an existing ticket. Add Tag(s) to Ticket - Add one or more tags to an existing ticket. Update Ticket - Update an existing ticket status or add comments. Create User - Create a new user. Limitations API rate limits apply based on your Zendesk plan . Team plans are limited to 200 requests per minute, Growth and Professional plans to 400 requests per minute, Enterprise to 700 requests per minute, and Enterprise Plus to 2500 requests per minute. Templates View all of Zendesk's templates . Use cases 7 ways to use Zapier's Zendesk integration How to create monthly Zendesk tickets automatically 5 ways to automate your sales journey with Zendesk Sell Additional Zendesk resources Zapier's Zendesk integration page Zendesk's Help Center Zendesk's API documentation ", "error": null, "slug": "zendesk", "help_title": "How to get started with Zendesk on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496123584781-How-to-get-started-with-Facebook-Lead-Ads-for-Business-Admins-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496123584781-How-to-get-started-with-Facebook-Lead-Ads-for-Business-Admins-on-Zapier", "title": "How to get started with Facebook Lead Ads (for Business Admins) on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Facebook Lead Ads (for Business admins) app on Zapier, you must have: The Facebook page that you’re connecting to must be added to a business portfolio . Your Facebook account must be added to the business portfolio associated with the ad account and Facebook page. You must have full control access for the business asset access associated with the ad account and Facebook page. A paid Zapier account. Facebook Lead Ads (for Business Admins) is a premium app on Zapier. Note Zapier offers two versions of the Facebook Lead Ads app integration on Zapier: one for standard accounts and one for Business Admins. The app you should use depends on the permissions of your Facebook account .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads (for Business Admins) How to get started with Facebook Lead Ads (for Business Admins) on Zapier Updated April 10, 2026 17:03 Facebook Lead Ads (for Business admins) and Zapier help automate your lead and ad management. The integration can be triggered by new leads or comments on an ad to automatically create reports or manage new leads in other apps. Available on plans: Free Professional Team Enterprise Prerequisites To use the Facebook Lead Ads (for Business admins) app on Zapier, you must have: The Facebook page that you’re connecting to must be added to a business portfolio . Your Facebook account must be added to the business portfolio associated with the ad account and Facebook page. You must have full control access for the business asset access associated with the ad account and Facebook page. A paid Zapier account. Facebook Lead Ads (for Business Admins) is a premium app on Zapier. Note Zapier offers two versions of the Facebook Lead Ads app integration on Zapier: one for standard accounts and one for Business Admins. The app you should use depends on the permissions of your Facebook account . Connect Facebook Lead Ads (for Business admins) to Zapier To create an app connection to Facebook Lead Ads (for Business admins) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Lead Ads (for Business admins) . Click Add connection . A new browser tab or window will open. Log into Facebook Lead Ads (for Business admins) to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Lead Ads (for Business admins) account is now successfully connected to Zapier. Tip Each Zapier connection you set up is for a specific page in your Facebook Lead Ads account. To collect leads for a different page, create a new connection. About Facebook Lead Ads (for Business admins)'s app Triggers, searches, and actions Triggers New Comment on Ad - Triggers when a new comment on an Ad is created. New Lead - Triggers when a new lead is created. Searches Find Ad - Find Ad based on name. Actions Create Lead Ad - Creates a new Lead Ad. Create Ad Statistics Report - Creates a report of Ad Statistics Limitations If you update your Facebook Lead Ads permissions, you must reconnect your account to Zapier. If your newly created form has not received any sub", "text": "How to get started with Facebook Lead Ads (for Business Admins) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Lead Ads (for Business Admins) How to get started with Facebook Lead Ads (for Business Admins) on Zapier Updated April 10, 2026 17:03 Facebook Lead Ads (for Business admins) and Zapier help automate your lead and ad management. The integration can be triggered by new leads or comments on an ad to automatically create reports or manage new leads in other apps. Available on plans: Free Professional Team Enterprise Prerequisites To use the Facebook Lead Ads (for Business admins) app on Zapier, you must have: The Facebook page that you’re connecting to must be added to a business portfolio . Your Facebook account must be added to the business portfolio associated with the ad account and Facebook page. You must have full control access for the business asset access associated with the ad account and Facebook page. A paid Zapier account. Facebook Lead Ads (for Business Admins) is a premium app on Zapier. Note Zapier offers two versions of the Facebook Lead Ads app integration on Zapier: one for standard accounts and one for Business Admins. The app you should use depends on the permissions of your Facebook account . Connect Facebook Lead Ads (for Business admins) to Zapier To create an app connection to Facebook Lead Ads (for Business admins) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Lead Ads (for Business admins) . Click Add connection . A new browser tab or window will open. Log into Facebook Lead Ads (for Business admins) to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Lead Ads (for Business admins) account is now successfully connected to Zapier. Tip Each Zapier connection you set up is for a specific page in your Facebook Lead Ads account. To collect leads for a different page, create a new connection. About Facebook Lead Ads (for Business admins)'s app Triggers, searches, and actions Triggers New Comment on Ad - Triggers when a new comment on an Ad is created. New Lead - Triggers when a new lead is created. Searches Find Ad - Find Ad based on name. Actions Create Lead Ad - Creates a new Lead Ad. Create Ad Statistics Report - Creates a report of Ad Statistics Limitations If you update your Facebook Lead Ads permissions, you must reconnect your account to Zapier. If your newly created form has not received any submissions yet, you'll see generic data in the Zap editor. To test your Zap, create sample leads using the Facebook Lead Ads testing tool. Guidance on mapping fields: raw vs regular When selecting fields to map data to your other apps, you will notice that there are two types of fields available: \"raw\" and \"regular\". The difference between the two is how the data is processed: Raw fields: These are unformatted fields, meaning it’s the exact data provided by the Meta API. Regular fields: These are formatted fields, meaning they are structured and uniform making them easier to work with. In this example, you can see there are two fields available to map for an email address. Both types of fields are valid, and in some cases may be the same, depending on how the user inputted the data. Zapier recommends using regular fields, to reduce formatting issues once the Zap is live. Templates View all of Facebook Lead Ads (for Business admins)'s templates . Use cases 6 ways to automate Facebook Lead Ads Connect Facebook Lead Ads to Google Sheets Automatically track & respond to Facebook leads Add new leads from Facebook Lead Ads to HubSpot Build a Facebook Lead Ads email integration with Mailchimp How to add leads from Facebook Lead Ads to Excel Send Facebook Lead Ads to Salesforce automatically Add leads from Facebook Lead Ads to LeadConnector How to download leads from Facebook Lead Ads Additional Facebook Lead Ads (for Business admins) resources Zapier's Facebook Lead Ads (for Business admins) integration page Facebook Lead Ads's Help Center Facebook Lead Ads (for Business admins)'s API documentation ", "error": null, "slug": "facebook-lead-ads-beta", "help_title": "How to get started with Facebook Lead Ads (for Business Admins) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39319458369037-How-to-get-started-with-Manychat-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39319458369037-How-to-get-started-with-Manychat-on-Zapier", "title": "How to get started with Manychat on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Manychat app on Zapier, you must have: An active Manychat Pro subscription.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Manychat How to get started with Manychat on Zapier Updated September 18, 2025 15:54 Manychat and Zapier connect to automate your chatbot workflows. You can trigger actions when users subscribe or get tagged and send messages or update user data. Prerequisites To use the Manychat app on Zapier, you must have: An active Manychat Pro subscription. Connect Manychat to Zapier To create an app connection to ManyChat on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ManyChat . Click Add connection . A new browser tab or window will open. Log into ManyChat to authenticate. Grant Zapier permission to access your account if prompted to. Your ManyChat account is now successfully connected to Zapier. About Manychat's app", "text": "How to get started with Manychat on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Manychat How to get started with Manychat on Zapier Updated September 18, 2025 15:54 Manychat and Zapier connect to automate your chatbot workflows. You can trigger actions when users subscribe or get tagged and send messages or update user data. Prerequisites To use the Manychat app on Zapier, you must have: An active Manychat Pro subscription. Connect Manychat to Zapier To create an app connection to ManyChat on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ManyChat . Click Add connection . A new browser tab or window will open. Log into ManyChat to authenticate. Grant Zapier permission to access your account if prompted to. Your ManyChat account is now successfully connected to Zapier. About Manychat's app Triggers, searches, and actions Triggers Chat Opened - Triggers when a chat is opened with a user. (Instant) New Order Paid - Triggers when a user has purchased an order. (Instant) New or Updated Custom Field - Triggers when you add/update a selected custom field on a user. (Instant) New \"Trigger a Zap\" Event - Triggers when your bot sends the \"Trigger a Zap\" event. (Instant) New Subscriber - Triggers when a user subscribes to your page. (Instant) New Tagged User - Triggers when a new tag is added to a user. (Instant) Searches Find User by Custom Field - Finds a user by custom field. Find User by Name - Finds a user by name. Find Order by ID - Finds a order by ID. Find User by ID - Finds a user by ID. Actions Add Tag to User - Adds a tag to a user. Remove Tag From User - Removes a tag from a user. Send Content to User - Sends a content to a user. Set Custom Field - Adds or updates a custom field value for a user. Unsubscribe User From Sequence - Unsubscribes a user from a sequence. Create Subscriber - Create a Unified or a WhatsApp subscriber. Send Dynamic Message to User - Sends a dynamic message to user. Send Text Message to User - Sends a message to a user. Subscribe User to Sequence - Subscribes existing ManyChat Subscriber to a Sequence. Subscribers can't be added via Zapier. Limitations API rate limits apply . The API has a 10 requests per second (RPS) limit for subscriber endpoints that applies to each chatbot account. Templates View all of Manychat's templates . Use cases 4 ways to automate Manychat Additional Manychat resources Zapier's Manychat integration page Manychat's Help Center Manychat's API documentation ", "error": null, "slug": "manychat", "help_title": "How to get started with Manychat on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496034283533-How-to-get-started-with-Microsoft-To-Do-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496034283533-How-to-get-started-with-Microsoft-To-Do-on-Zapier", "title": "How to get started with Microsoft To Do on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft To Do app on Zapier, you must have: A valid Microsoft account - either a personal Microsoft account (free) or a work/school account with appropriate licensing. For work/school accounts : A supported Microsoft 365 subscription that includes Microsoft To Do licensing (Business Essentials, Business Premium, Enterprise E1-E5, Education plans, etc.).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft To Do How to get started with Microsoft To Do on Zapier Updated January 21, 2026 11:19 Microsoft To Do and Zapier connect to automate your tasks. You can trigger actions when new tasks are created or completed and create new tasks in lists. Prerequisites To use the Microsoft To Do app on Zapier, you must have: A valid Microsoft account - either a personal Microsoft account (free) or a work/school account with appropriate licensing. For work/school accounts : A supported Microsoft 365 subscription that includes Microsoft To Do licensing (Business Essentials, Business Premium, Enterprise E1-E5, Education plans, etc.). Connect Microsoft To Do to Zapier To create an app connection to Microsoft To Do on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft To Do . Click Add connection . A new browser tab or window will open. Log into Microsoft To Do to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft To Do account is now successfully connected to Zapier. About Microsoft To Do's app", "text": "How to get started with Microsoft To Do on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Microsoft To Do How to get started with Microsoft To Do on Zapier Updated January 21, 2026 11:19 Microsoft To Do and Zapier connect to automate your tasks. You can trigger actions when new tasks are created or completed and create new tasks in lists. Prerequisites To use the Microsoft To Do app on Zapier, you must have: A valid Microsoft account - either a personal Microsoft account (free) or a work/school account with appropriate licensing. For work/school accounts : A supported Microsoft 365 subscription that includes Microsoft To Do licensing (Business Essentials, Business Premium, Enterprise E1-E5, Education plans, etc.). Connect Microsoft To Do to Zapier To create an app connection to Microsoft To Do on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft To Do . Click Add connection . A new browser tab or window will open. Log into Microsoft To Do to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft To Do account is now successfully connected to Zapier. About Microsoft To Do's app Triggers, searches, and actions Triggers Completed Task - Triggers when a task is completed. (Polling) New Task - Triggers when a new task is created. (Polling) New List - Triggers when a new list is created. (Polling) Updated Task - Triggers when a task is updated. (Polling) Searches Find a Task - Search for a Task. Actions Create List - Creates a new list. Complete Task - Marks a task as complete. Create Task - Creates a new task. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Find or Create Task - Finds a task by title, or creates one if none is found. Limitations API rate limits apply . Microsoft Graph API (which Microsoft To Do uses) has a global limit of 130,000 requests per 10 seconds per app across all tenants, and the Microsoft To-Do connector specifically limits API calls to 100 per connection every 60 seconds. Trigger polls are limited to once every 120 seconds (2 minutes), which may cause delays in real-time automation. Templates View all of Microsoft To Do's templates . Use cases Microsoft To Do automation: 5 ways to streamline your task management How to create Microsoft To Do tasks from Google Calendar How to automatically add Microsoft To Do tasks to Notion How to create Google Calendar events from Microsoft To Do tasks Additional Microsoft To Do resources Zapier's Microsoft To Do integration page Microsoft To Do's Help Center Microsoft To Do's API documentation ", "error": null, "slug": "microsoft-todo", "help_title": "How to get started with Microsoft To Do on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495984944909-How-to-Get-Started-with-WordPress-Legacy", "final_url": "https://help.zapier.com/hc/en-us/articles/8495984944909-How-to-Get-Started-with-WordPress-Legacy", "title": "How to Get Started with WordPress (Legacy)", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building WordPress How to Get Started with WordPress (Legacy) Updated June 20, 2024 13:27 The first thing you'll need to do when setting up Zapier with WordPress is give us the information to access your WordPress account. For example, that means your: Blog URL A username A password While not required, we highly recommend using SSL with your blog to ensure the safety of your WordPress login credentials. You can find more information about using SSL and SSL certificates with your WordPress site on our Advanced Tips help page . Also, while optional, we really recommend creating a brand new user, just for Zapier, with a strong password generated from a service like random.org . We'll show you how to do that now! Creating a Secure Account for Zapier (optional) This is a simple process, just a few steps are involved. First you'll need to log into your WordPress admin and click to add a new User: Now put zapier as the username, use any email you like (maybe your own email address, don't use Zapier's email addresses) and generate a secure password . For role, you can choose Admin if you want Zapier to be able to do anything to your blog. We generally recommend Editor , but you can read more about WordPress User Roles if you like! Click Add New User and that's it for this section! Connecting Your Account to Zapier Now that you have a user account for Zapier to use, we can connect your account! One thing you'll need to get right is your Base URL , but it is quite simple. Let's say your admin account is located here: Then you'd want to use the same URL before /wp-admin/ as your Base URL, and place your username password. That would look something something like this: Please note, the /wordpress/ section of the URL is not really required, that just happens to be where it is installed. Your's might be http://blog.mywebsite.com/ or https://mywebsite.com/blog/ or even https://mywebsite.com/ ! After clicking continue, you should see a section that looks something like this: Congrats, your account is now connected to Zapier!", "text": "How to Get Started with WordPress (Legacy) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building WordPress How to Get Started with WordPress (Legacy) Updated June 20, 2024 13:27 The first thing you'll need to do when setting up Zapier with WordPress is give us the information to access your WordPress account. For example, that means your: Blog URL A username A password While not required, we highly recommend using SSL with your blog to ensure the safety of your WordPress login credentials. You can find more information about using SSL and SSL certificates with your WordPress site on our Advanced Tips help page . Also, while optional, we really recommend creating a brand new user, just for Zapier, with a strong password generated from a service like random.org . We'll show you how to do that now! Creating a Secure Account for Zapier (optional) This is a simple process, just a few steps are involved. First you'll need to log into your WordPress admin and click to add a new User: Now put zapier as the username, use any email you like (maybe your own email address, don't use Zapier's email addresses) and generate a secure password . For role, you can choose Admin if you want Zapier to be able to do anything to your blog. We generally recommend Editor , but you can read more about WordPress User Roles if you like! Click Add New User and that's it for this section! Connecting Your Account to Zapier Now that you have a user account for Zapier to use, we can connect your account! One thing you'll need to get right is your Base URL , but it is quite simple. Let's say your admin account is located here: Then you'd want to use the same URL before /wp-admin/ as your Base URL, and place your username password. That would look something something like this: Please note, the /wordpress/ section of the URL is not really required, that just happens to be where it is installed. Your's might be http://blog.mywebsite.com/ or https://mywebsite.com/blog/ or even https://mywebsite.com/ ! After clicking continue, you should see a section that looks something like this: Congrats, your account is now connected to Zapier! ", "error": null, "slug": "wordpress", "help_title": "How to Get Started with WordPress (Legacy)"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496039717517-Common-problems-with-Strava-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496039717517-Common-problems-with-Strava-on-Zapier", "title": "Common problems with Strava on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common problems with Strava on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Lifestyle & entertainment Strava Common problems with Strava on Zapier Updated May 29, 2026 18:13 My Strava Club Activity Zap workflows don't trigger according to my plan's interval Due to limitations imposed by the Strava API, Zap workflows using this app as a trigger can only check for information every 15 minutes. Why don't I see all of the activity fields for \"Club Activities\"? Strava limits what club activity data is made available to external applications. Examples of fields not provided are Activity ID , URL and Athlete Last Name . ", "error": null, "slug": "strava", "help_title": "Common problems with Strava on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/32817998525965-Xero-New-Sales-Invoice-trigger-is-not-triggering-as-expected", "final_url": "https://help.zapier.com/hc/en-us/articles/32817998525965-Xero-New-Sales-Invoice-trigger-is-not-triggering-as-expected", "title": "Xero: New Sales Invoice trigger is not triggering as expected", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Xero: New Sales Invoice trigger is not triggering as expected &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Xero Xero: New Sales Invoice trigger is not triggering as expected Updated May 29, 2026 18:13 Symptoms You’re using the Xero New Sales Invoice trigger in your Zap and you notice that some invoices are: Triggering your Zap too early. Missing information. OR You’ve selected a status in the trigger but not all matching invoices are triggering the Zap. Causes This issue happens when you manually create invoices in Xero. When you add a contact to a new manual invoice, it instantly saves it as a draft, which can cause your Zap to trigger before you’ve completed adding all the information. Manual invoices will only trigger the Zap if you select the “Draft” status. If you select “Awaiting Approval” or “Awaiting Payment”, manual invoices will not trigger the Zap. How to fix it When you create a manual invoice, do not add a contact until you’ve added all necessary details. This ensures the invoice will trigger the Zap if you've selected the “Draft” status.To trigger the Zap for manual invoices with a status other than “Draft”, consider these alternative options: Option 1: Trigger on submitted invoices Use the Updated Sales Invoice trigger instead of the New Sales Invoice trigger when creating your Zap. In the Status dropdown menu, select Submitted. Add any action steps you need for your Zap. To trigger the Zap, set the status of each manually created invoice to Submitted. Option 2: Trigger invoices when specific field(s) are completed Create a Zap using the Updated Sales Invoice trigger. Add a filter step to only continue if a specific value(s) in your invoice is not blank. Use the Exist filter rule to check the desired value(s). To prevent the Zap from running too soon, choose the field(s) that are typically completed last as your filter condition. ", "error": null, "slug": "xero", "help_title": "Xero: New Sales Invoice trigger is not triggering as expected"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496048747021-Common-Problems-with-PandaDoc-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496048747021-Common-Problems-with-PandaDoc-on-Zapier", "title": "Common Problems with PandaDoc on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files PandaDoc Common Problems with PandaDoc on Zapier Updated March 05, 2026 12:41 If you have several workspaces in your PandaDoc account, you will see sample templates from the workspace you connected to Zapier at the 3rd step \"Connect PandaDoc + Zapier\" If you have multiple pricing tables in a document, products from the pricing tables will show up in different arrays (like in different fields). In order to pass all products into an Action application, you need to add all product arrays in a respective field, e.g., find and add all product name (PricingTable1 Product Name, PricingTable2 Product Name fields) fields arrays in the Name field. If role name in PandaDoc contains an underscore (_), errors might occur in the “Create document” action causing recipient information to map incorrectly. The Zap will fail during a test. If PandaDoc serves as a “Trigger” application and you do not select a PandaDoc template, you’ll be able to use general PandaDoc document data only in an “Action” application. However, if you select a template, you will get all the data available in the template: tokens, fields, pricing tables, metadata. Zap set for a template won’t work for a document duplicate created out of this template.", "text": "Common Problems with PandaDoc on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files PandaDoc Common Problems with PandaDoc on Zapier Updated March 05, 2026 12:41 If you have several workspaces in your PandaDoc account, you will see sample templates from the workspace you connected to Zapier at the 3rd step \"Connect PandaDoc + Zapier\" If you have multiple pricing tables in a document, products from the pricing tables will show up in different arrays (like in different fields). In order to pass all products into an Action application, you need to add all product arrays in a respective field, e.g., find and add all product name (PricingTable1 Product Name, PricingTable2 Product Name fields) fields arrays in the Name field. If role name in PandaDoc contains an underscore (_), errors might occur in the “Create document” action causing recipient information to map incorrectly. The Zap will fail during a test. If PandaDoc serves as a “Trigger” application and you do not select a PandaDoc template, you’ll be able to use general PandaDoc document data only in an “Action” application. However, if you select a template, you will get all the data available in the template: tokens, fields, pricing tables, metadata. Zap set for a template won’t work for a document duplicate created out of this template. ", "error": null, "slug": "pandadoc", "help_title": "Common Problems with PandaDoc on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495936578701-Common-Problems-with-Zendesk", "final_url": "https://help.zapier.com/hc/en-us/articles/8495936578701-Common-Problems-with-Zendesk", "title": "Common Problems with Zendesk", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Zendesk Common Problems with Zendesk Updated May 29, 2026 18:14 Tickets do not appear to be triggering your Zap Zendesk uses a unique method to sort tickets. As a result, if you're using the \"Recent Ticket\" trigger, only tickets that find their way into the \"Recent Tickets\" view in Zendesk will trigger your zap. This can be confusing because the behavior that gets tickets into that view can be different than expected. The easiest solution is to create a custom view for whatever tickets you want to have trigger your zap, then use the \"New Ticket\" trigger to get that zap to trigger. This eliminates the ambiguity of Zendesk determining what is \"recent\". How to Create a Zendesk Custom View In order to use Zendesk tickets as a trigger you'll need to create a new Zendesk view. This gives you a lot of flexibility in what tickets trigger your Zap. After you've logged into your account you'll need to go to Admin -> Views and click the \"Add View\" link. Use the Zendesk view creator to create whatever types of tickets you would like to trigger on. The important part to get right for Zapier is the formatting options. Choose the columns you want included in the view. Select Order By \"ID\" and select descending. Your formatting options should look similar to below. Once done, click \"Create View.\" Now when you select a Zendesk view for a Zendesk ticket trigger you should see your new view available in the Zendesk view dropdown menu like below. NOTE: If you created your view in the middle of creating your Zap and it's not showing up, try recreating the Zap as that should refresh your options. Missing required fields causes Create Ticket action to fail If your Zap is trying to fill a required field of a new ticket using only fields from the trigger, sometimes you will see errors because the fields you chose from the trigger didn't contain any data. For example, say you map the body of an email to the first comment on the ticket. If an email without a body comes through, Zendesk will prevent Zapier from making the ticket. An easy fix is to add some static text along with the trigger fields. For exampling, adding \"Orig Email: \" as a prefix for the first comment will ensure that field is never empty. Trouble connecting Zendesk Account/Authorization Failed Failed attempts to connect your Zendesk account to Zapier are usually because the account being connected isn't", "text": "Common Problems with Zendesk &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Zendesk Common Problems with Zendesk Updated May 29, 2026 18:14 Tickets do not appear to be triggering your Zap Zendesk uses a unique method to sort tickets. As a result, if you're using the \"Recent Ticket\" trigger, only tickets that find their way into the \"Recent Tickets\" view in Zendesk will trigger your zap. This can be confusing because the behavior that gets tickets into that view can be different than expected. The easiest solution is to create a custom view for whatever tickets you want to have trigger your zap, then use the \"New Ticket\" trigger to get that zap to trigger. This eliminates the ambiguity of Zendesk determining what is \"recent\". How to Create a Zendesk Custom View In order to use Zendesk tickets as a trigger you'll need to create a new Zendesk view. This gives you a lot of flexibility in what tickets trigger your Zap. After you've logged into your account you'll need to go to Admin -> Views and click the \"Add View\" link. Use the Zendesk view creator to create whatever types of tickets you would like to trigger on. The important part to get right for Zapier is the formatting options. Choose the columns you want included in the view. Select Order By \"ID\" and select descending. Your formatting options should look similar to below. Once done, click \"Create View.\" Now when you select a Zendesk view for a Zendesk ticket trigger you should see your new view available in the Zendesk view dropdown menu like below. NOTE: If you created your view in the middle of creating your Zap and it's not showing up, try recreating the Zap as that should refresh your options. Missing required fields causes Create Ticket action to fail If your Zap is trying to fill a required field of a new ticket using only fields from the trigger, sometimes you will see errors because the fields you chose from the trigger didn't contain any data. For example, say you map the body of an email to the first comment on the ticket. If an email without a body comes through, Zendesk will prevent Zapier from making the ticket. An easy fix is to add some static text along with the trigger fields. For exampling, adding \"Orig Email: \" as a prefix for the first comment will ensure that field is never empty. Trouble connecting Zendesk Account/Authorization Failed Failed attempts to connect your Zendesk account to Zapier are usually because the account being connected isn't an admin account inside of Zendesk. You'll need to make sure you're connecting using a Zendesk user who is also an administrator for this to work. It is also possible you have API access disabled inside Zendesk. To turn it on, go to your API Channel Settings (Channels > API) and enable the API. Date is invalid error Zendesk expects the date in ISO format: \"2016-08-16\". To fix this, there are two options: If you control how the date is formatted in the trigger, you can change it to the correct format at the source. If you do not control how the date is formatted in the trigger, you can use the Formatter app to convert the date to the format that Zendesk requires. Custom Fields That I Didn't Select Are Being Added to New/Updated Tickets The ticket may be getting picked up and modified by Zendesk Triggers . In Zendesk, Triggers are business rules that run immediately after tickets are created or updated. These can sometimes have conditions which can cause custom fields to be added to the ticket. Extra Tags That I Didn't Select Are Being Added to New/Updated Tickets If extra tags that are being added, check to see if Automatic Ticket Tagging is enabled. Seeing a 404 Error When Searching for a New Sample with the New Ticket Trigger This can happen when the View that is selected in the options is no longer available. You'll need to either select a new View or recreate the View and reselect it before attempting to pull in a new sample. My Search Query Isn't Finding Any Tickets Are you searching by description and using partial word in your search query? The Zendesk search will look for an exact match, so partial words won't return any results. For example, if there is a ticket with description \"This is a ticket\" and the search is for \"This is a tick\", nothing will be found, even though \"This is a\" may find that ticket. A Requester Is Not Receiving Email Notifications of Newly Created Tickets Check whether these email notifications are enabled in their account. A requester selected in a \"Create Ticket\" action template will only receive Zendesk's \"Request Received\" emails if those notifications enabled. Zap Is Sending \"Request Received\" Emails to the Connected Zendesk Account Instead of the Selected Requester You'll want to make sure that both the \"Requester Name\" and \"Requester Email\" fields been filled out. If only one of those fields has a value selected then it will default to the connected Zendesk account email. ", "error": null, "slug": "zendesk", "help_title": "Common Problems with Zendesk"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496064389773-How-to-get-started-with-PandaDoc-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496064389773-How-to-get-started-with-PandaDoc-on-Zapier", "title": "How to get started with PandaDoc on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the PandaDoc app on Zapier, you must have: A PandaDoc Business or Enterprise plan. An active PandaDoc account with proper workspace access (if using multiple workspaces, ensure you", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files PandaDoc How to get started with PandaDoc on Zapier Updated September 26, 2025 14:18 PandaDoc and Zapier connect to automate document workflows. You can trigger actions when documents are completed or sent and create new documents from templates. Prerequisites To use the PandaDoc app on Zapier, you must have: A PandaDoc Business or Enterprise plan. An active PandaDoc account with proper workspace access (if using multiple workspaces, ensure you connect the correct one). Access to PandaDoc Settings Integrations to enable the Zapier connection. Connect PandaDoc to Zapier To create an app connection to PandaDoc on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select PandaDoc . Click Add connection . A new browser tab or window will open. Log into PandaDoc to authenticate. Grant Zapier permission to access your account if prompted to. Your PandaDoc account is now successfully connected to Zapier. About PandaDoc's app Triggers, searches, and actions Triggers Document Completed (Instant) - Triggers when a document is completed. Document Paid (Instant) - Triggers when a document is paid. Document Status Changed (Instant) - Triggers when a document status changes to draft, sent, viewed, completed, paid, etc. Document Sent (Instant) - Triggers when a document is sent. Searches Get Document Attachments - Get files attached to a document. Find Document - Find a document by name, status, and other parameters. Get Document by ID - Get detailed data about a document. Actions Create Attachment - Create an attachment for a document. Create Document - Create a document from a template. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Contact [Deprecated] - Create a new contact in PandaDoc. Create or Update Contact - Create a new contact or update an existing one. Limitations The Create Document action in PandaDoc allows information insertion for only one product at a time. For multiple products, data must be formatted as an array of items . If role names in PandaDoc contain an underscore (_), errors might occur in the \"Create document\" action causing recipient information to map incorrectly and the Zap will fail during testing. When using the Create Document action, new PDF documents cannot be uploaded through Zapi", "text": "How to get started with PandaDoc on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files PandaDoc How to get started with PandaDoc on Zapier Updated September 26, 2025 14:18 PandaDoc and Zapier connect to automate document workflows. You can trigger actions when documents are completed or sent and create new documents from templates. Prerequisites To use the PandaDoc app on Zapier, you must have: A PandaDoc Business or Enterprise plan. An active PandaDoc account with proper workspace access (if using multiple workspaces, ensure you connect the correct one). Access to PandaDoc Settings Integrations to enable the Zapier connection. Connect PandaDoc to Zapier To create an app connection to PandaDoc on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select PandaDoc . Click Add connection . A new browser tab or window will open. Log into PandaDoc to authenticate. Grant Zapier permission to access your account if prompted to. Your PandaDoc account is now successfully connected to Zapier. About PandaDoc's app Triggers, searches, and actions Triggers Document Completed (Instant) - Triggers when a document is completed. Document Paid (Instant) - Triggers when a document is paid. Document Status Changed (Instant) - Triggers when a document status changes to draft, sent, viewed, completed, paid, etc. Document Sent (Instant) - Triggers when a document is sent. Searches Get Document Attachments - Get files attached to a document. Find Document - Find a document by name, status, and other parameters. Get Document by ID - Get detailed data about a document. Actions Create Attachment - Create an attachment for a document. Create Document - Create a document from a template. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Contact [Deprecated] - Create a new contact in PandaDoc. Create or Update Contact - Create a new contact or update an existing one. Limitations The Create Document action in PandaDoc allows information insertion for only one product at a time. For multiple products, data must be formatted as an array of items . If role names in PandaDoc contain an underscore (_), errors might occur in the \"Create document\" action causing recipient information to map incorrectly and the Zap will fail during testing. When using the Create Document action, new PDF documents cannot be uploaded through Zapier. However, uploaded PDFs saved as PandaDoc templates can be used. PandaDoc Forms do not support approval workflows. Documents with status types \"To approve,\" \"Approved,\" and \"Rejected\" will not work with \"Document Status Changed\" triggers. It's not possible to use ID check in the standard \"Create document\" action in Zapier. A workaround requires using API request action for document creation. If you have several workspaces in your PandaDoc account, you will only see sample templates from the workspace you connected to Zapier during setup. Fields must have values added to the \"Merge field\" property in PandaDoc templates to display in Zapier. Templates View all of PandaDoc's templates . Use cases 4 ways to automate PandaDoc How to automatically create documents from a template Additional PandaDoc resources Zapier's PandaDoc integration page PandaDoc's Help Center PandaDoc's API documentation ", "error": null, "slug": "pandadoc", "help_title": "How to get started with PandaDoc on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495969550989-Common-Problems-with-WordPress", "final_url": "https://help.zapier.com/hc/en-us/articles/8495969550989-Common-Problems-with-WordPress", "title": "Common Problems with WordPress", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with WordPress &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building WordPress Common Problems with WordPress Updated August 19, 2024 10:33 Error: Expat or Parsing This type of error can have different causes: If you just installed a plugin, it might be preventing Zapier from authenticating. Disable the plugin and try again. The type of permalink used on the WordPress installation is causing trouble. To change the permalink type: In your WordPress site, go to Settings , then click Permalinks . Click any permalink option other than \"Plain\" (this is the default option). Click \"Save Changes\". Author is the Authenticated User Rather Than Specified Author This can happen if the authenticated user does not have an appropriate role. Please review WordPress' details on Roles and Capabilities as you will need an authenticated user who at least has an Editor role to post as other authors. Error: 500 Internal Server Error or other trouble connecting In order to connect to WordPress, you must have XML-RPC functionality turned on. This is turned on by default in WordPress 3.5+. If you're having issues connecting, go to Settings > Writing > Remote Publishing and check the checkbox. You may also receive this error if your WordPress installation is secured and not publicly available. Unfortunately, the installation must be publicly accessible to work with Zapier. Also, we're unable to provide IPs to allowlist as our IPs are not static - they rotate because we use AWS. If you'd like, you should be able to allowlist a block of IPs from AWS to make this work. You would just need to make sure the list you're allowing is the us-east-1 IP range. AWS provides a list of their IP address ranges at https://ip-ranges.amazonaws.com/ip-ranges.json . You can read more about how to use those IPs here . Additionally, Zapier's calls will always include the header User-Agent: Zapier , so this may be an alternative when allowing a whole range of IPs isn't feasible. Error: (403) Forbidden Jetpack Protect, an official WordPress module, might occasionally block some AWS IP addresses. You have three options to resolve this: Allowlist the specific IP: The error message will list the blocked IP. You can allowlist it using Jetpack Protect. See instructions for Allowlisting with Jetpack . Allowlist the entire AWS US-East-1 IP range for the xmlrpc.php file : You can find the AWS US-East-1 IP range and follow these instructions . Disable Jetpack Protect: This is not recommended for security reasons. However, you can disable it temporarily for troubleshooting. Additional troubleshooting Reconnect WordPress: Once you've chosen an option, try reconnecting your WordPress account to see if the issue is resolved. Firewall: If you have a firewall enabled, make sure it allows connections from Zapier as well. Error: XML-RPC server accepts POST requests only This error could mean that you're using the wrong Base URL in the login screen. If you're using http: try using https: . If you're using www.example.com try using it example.com . If you continue to get this error, then it's likely because the XML-RPC is being blocked on the WordPress site. It's most likely being blocked by a plugin, the hosting provider, or a security setting. To fix, try disabling a your plugins one and a time, then try reconnecting to WordPress account to see if you can isolate the problem plugin. If not, it might be a back-end change that needs to be made by your hosting provider or website developer. We recommend reaching out to them and asking them to update the XML-RPC settings for you. You can send them this link for more information: https://codex.wordpress.org/XML-RPC_Support If your provider/developer wants to allowlist access to us, you can let them know that we use Amazon's AWS products for our server infrastructure, so they'll need to allowlist their IP list from the us-east-1 region. You can find that range list here: https://ip-ranges.amazonaws.com/ip-ranges.json . You can read more about how to use those IPs here . Add a Custom Featured Image to your WordPress Post In order to take an image from a previous step (like your Trigger, for example) and add it as a featured image on your post, you have to use 2 WordPress steps. First, you use the 'Upload Media' step to add the image to your WordPress website: Then, on your 'Create Post' step you make use of the image you just uploaded, by selecting \"Use a Custom Value\" for the 'Featured Media' field and then using the \"Attachment ID\": Error: 401 Incorrect Password This may be due to using your Wordpress user login instead of your site login. To fix this: Log into Wordpress Classic Editor . Either: Set a new password. Create an application password for Zapier. Use this password to connect your account in Zapier. ", "error": null, "slug": "wordpress", "help_title": "Common Problems with WordPress"}
{"url": "https://help.zapier.com/hc/en-us/articles/27757653667597-How-to-get-started-with-Google-Chat-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/27757653667597-How-to-get-started-with-Google-Chat-on-Zapier", "title": "How to get started with Google Chat on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Chat app on Zapier, you must have: A Google Workspace account (Business or Enterprise plan) with access to Google Chat. Permission to install Zapier app from your Google Workspace administrator. The Zapier app must be added to Google Chat and configured with \"allowzaps\" command to enable Zap integration.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Google Chat How to get started with Google Chat on Zapier Updated January 23, 2026 14:45 Google Chat and Zapier connect to send automated messages. You can create messages in chat spaces when forms are submitted or emails arrive. Prerequisites To use the Google Chat app on Zapier, you must have: A Google Workspace account (Business or Enterprise plan) with access to Google Chat. Permission to install Zapier app from your Google Workspace administrator. The Zapier app must be added to Google Chat and configured with \"allowzaps\" command to enable Zap integration. Connect Google Chat to Zapier To create an app connection to Google Chat on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Chat . Click Add connection . A new browser tab or window will open. Log into Google Chat to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Chat account is now successfully connected to Zapier. About Google Chat's app", "text": "How to get started with Google Chat on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Google Chat How to get started with Google Chat on Zapier Updated January 23, 2026 14:45 Google Chat and Zapier connect to send automated messages. You can create messages in chat spaces when forms are submitted or emails arrive. Prerequisites To use the Google Chat app on Zapier, you must have: A Google Workspace account (Business or Enterprise plan) with access to Google Chat. Permission to install Zapier app from your Google Workspace administrator. The Zapier app must be added to Google Chat and configured with \"allowzaps\" command to enable Zap integration. Connect Google Chat to Zapier To create an app connection to Google Chat on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Chat . Click Add connection . A new browser tab or window will open. Log into Google Chat to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Chat account is now successfully connected to Zapier. About Google Chat's app Triggers, searches, and actions Triggers No triggers are available for Google Chat. Searches No searches are available for Google Chat. Actions Create Message - Create a message in Hangouts Chat. Limitations Rate limits apply with a maximum of 1 write per second per space for message creation, updates, and deletions. Google's Advanced Protection Program must be disabled to use Google Chat with Zapier, as it blocks third-party app access. To send messages in groups chats, you must add Zapier as a bot . Templates View all of Google Chat's templates . Use cases 5 ways to automate Google Chat with Zapier Notify your team about Gmail emails in Google Chat Additional Google Chat resources Zapier's Google Chat integration page Google Chat's Help Center Google Chat's API documentation ", "error": null, "slug": "google-chat", "help_title": "How to get started with Google Chat on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496015101709-Common-Problems-with-WPForms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496015101709-Common-Problems-with-WPForms-on-Zapier", "title": "Common Problems with WPForms on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM WPForms Common Problems with WPForms on Zapier Updated March 05, 2026 13:11 414 Request URI Too Long According to the WPForms team, You will need to contact your web host. In every case so far it's been a security rule (ModSecurity or similar) or server configuration that causes these issues. The issue is coming from the web server app on your host prior to WPForms getting this request. You should reach out to your web host for assistance in increasing the URI limit that your web server is willing to forward along to the applications hosted on said host. Some Fields Don't Come Through From the Form If you're not seeing data from all of the fields that have been filled in (or even seeing that the field exists), please check to see if you have any add-ons for WPForms. One plugin that was found to conflict (apparently discontinued on March 19, 2019) is Fancy Fields For WPForms Lite Plugin Including File Upload . When used in conjunction with the upgraded version of WPForms, it caused certain fields to not make it to Zapier.", "text": "Common Problems with WPForms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM WPForms Common Problems with WPForms on Zapier Updated March 05, 2026 13:11 414 Request URI Too Long According to the WPForms team, You will need to contact your web host. In every case so far it's been a security rule (ModSecurity or similar) or server configuration that causes these issues. The issue is coming from the web server app on your host prior to WPForms getting this request. You should reach out to your web host for assistance in increasing the URI limit that your web server is willing to forward along to the applications hosted on said host. Some Fields Don't Come Through From the Form If you're not seeing data from all of the fields that have been filled in (or even seeing that the field exists), please check to see if you have any add-ons for WPForms. One plugin that was found to conflict (apparently discontinued on March 19, 2019) is Fancy Fields For WPForms Lite Plugin Including File Upload . When used in conjunction with the upgraded version of WPForms, it caused certain fields to not make it to Zapier. ", "error": null, "slug": "wpforms", "help_title": "Common Problems with WPForms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496033440269-How-to-get-started-with-WPForms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496033440269-How-to-get-started-with-WPForms-on-Zapier", "title": "How to get started with WPForms on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the WPForms app on Zapier, you must have: A WPForms Pro license or higher. The latest version of WPForms installed to meet the minimum required version for the Zapier addon. A WordPress website with HTTPS enabled and an up-to-date SSL certificate installed, as Zapier requires a secure connection. The WPForms Zapier addon installed and activated on your WordPress site. Your WPForms license verified in your WordPress dashboard.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM WPForms How to get started with WPForms on Zapier Updated September 02, 2025 16:14 WPForms and Zapier connect to automate your work. You can trigger actions when new form entries are submitted and send data to apps like Google Sheets. Prerequisites To use the WPForms app on Zapier, you must have: A WPForms Pro license or higher. The latest version of WPForms installed to meet the minimum required version for the Zapier addon. A WordPress website with HTTPS enabled and an up-to-date SSL certificate installed, as Zapier requires a secure connection. The WPForms Zapier addon installed and activated on your WordPress site. Your WPForms license verified in your WordPress dashboard. Connect WPForms to Zapier To create an app connection to WPForms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WPForms . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete these fields: API Key: Enter your WPForms Zapier API key . Learn more about finding your WPForms Zapier API key. Website : Enter the full path URL of the site you want to connect to Zapier. e.g., https://sitename.com/ Click Yes, Continue to WPForms . Your WPForms account is now successfully connected to Zapier. About WPForms's app", "text": "How to get started with WPForms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM WPForms How to get started with WPForms on Zapier Updated September 02, 2025 16:14 WPForms and Zapier connect to automate your work. You can trigger actions when new form entries are submitted and send data to apps like Google Sheets. Prerequisites To use the WPForms app on Zapier, you must have: A WPForms Pro license or higher. The latest version of WPForms installed to meet the minimum required version for the Zapier addon. A WordPress website with HTTPS enabled and an up-to-date SSL certificate installed, as Zapier requires a secure connection. The WPForms Zapier addon installed and activated on your WordPress site. Your WPForms license verified in your WordPress dashboard. Connect WPForms to Zapier To create an app connection to WPForms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WPForms . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete these fields: API Key: Enter your WPForms Zapier API key . Learn more about finding your WPForms Zapier API key. Website : Enter the full path URL of the site you want to connect to Zapier. e.g., https://sitename.com/ Click Yes, Continue to WPForms . Your WPForms account is now successfully connected to Zapier. About WPForms's app Triggers, searches, and actions Triggers New Form Entry - Triggers when a form entry is submitted. (Instant trigger) Searches No search actions available for WPForms Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations The Zapier addon is not available with the free version of WPForms. You must have a Pro license or higher. Your site must have a secure HTTPS connection and an up-to-date SSL certificate to use the integration. To test the trigger in Zapier, the form you select must have at least one entry. Templates View all of WPForms's templates . Use cases 6 ways to automate WPForms with Zapier 6 tips from getting the most from WPForms WPForms: App of the day Additional WPForms resources Zapier's WPForms integration page WPForms's Help Center WPForms's API documentation ", "error": null, "slug": "wpforms", "help_title": "How to get started with WPForms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495922355981-How-to-get-started-with-Constant-Contact-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495922355981-How-to-get-started-with-Constant-Contact-on-Zapier", "title": "How to get started with Constant Contact on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Constant Contact app on Zapier, you must have: An active Constant Contact account. Administrator privileges. To create an app connection to Constant Contact on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Constant Contact . Click Add connection . A new browser tab or window will open. Log into Constant Contact to authenticate. Grant Zapier permission to access your account if prompted to. Your Constant Contact account is now successfully connected to Zapier. About Constant Contact's app", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Constant Contact How to get started with Constant Contact on Zapier Updated October 01, 2025 11:14 Constant Contact and Zapier connect to automate your email marketing. You can trigger actions when new contacts are added and create contacts from forms or other apps. Prerequisites To use the Constant Contact app on Zapier, you must have: An active Constant Contact account. Administrator privileges. To create an app connection to Constant Contact on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Constant Contact . Click Add connection . A new browser tab or window will open. Log into Constant Contact to authenticate. Grant Zapier permission to access your account if prompted to. Your Constant Contact account is now successfully connected to Zapier. About Constant Contact's app", "text": "How to get started with Constant Contact on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Constant Contact How to get started with Constant Contact on Zapier Updated October 01, 2025 11:14 Constant Contact and Zapier connect to automate your email marketing. You can trigger actions when new contacts are added and create contacts from forms or other apps. Prerequisites To use the Constant Contact app on Zapier, you must have: An active Constant Contact account. Administrator privileges. To create an app connection to Constant Contact on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Constant Contact . Click Add connection . A new browser tab or window will open. Log into Constant Contact to authenticate. Grant Zapier permission to access your account if prompted to. Your Constant Contact account is now successfully connected to Zapier. About Constant Contact's app Triggers, searches, and actions Triggers New Contact (Polling) - Triggers when a new contact is added to your account. New List (Polling) - Triggers when a new list is added. New Email Open (Polling) - Triggers when a recipient opens an email from a specified campaign activity. New Unsubscriber (Polling) - Triggers when a contact Unsubscribes (Email Unsubscribed). Searches Find or Create Contact - Find Contact by email or create a new one. Actions Add Contact to List - Adds a contact to one or more lists. Remove Contact From List - Remove a contact from one or more lists. Update Contact - Updates a contact in your account. Empty values will be cleared on the contact. If the contact being updated is deleted, the contact will be revived. Create Contact - Creates a contact on a specific list in your account. Tag Contact - Add one or more Tags to a Contact. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply. Standard API key access is limited to 10,000 requests per day and 4 requests per second, which can impact high-volume automations. Templates View all of Constant Contact's templates . Use cases 4 Constant Contact automation ideas A guide to email automation with Zapier A guide to email marketing automation: best practices and automated workflows Automatically add leads to your CRM or email marketing platform How to automatically keep track of your contacts for easier reporting Additional Constant Contact resources Zapier's Constant Contact integration page Constant Contact's Help Center Constant Contact's API documentation ", "error": null, "slug": "constant-contact", "help_title": "How to get started with Constant Contact on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496101767309-How-to-get-started-with-WordPress-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496101767309-How-to-get-started-with-WordPress-on-Zapier", "title": "How to get started with WordPress on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the WordPress app on Zapier, you must have: The Zapier for WordPress plugin installed and activated on your WordPress site. For WordPress.com users: A Business plan or higher to install plugins. Your website must be launched . Use SSL with your website to ensure the safety of your WordPress login credentials. (Optional, but recommended) A WordPress user account with Editor or Administrator permissions for Zapier to access your site. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building WordPress How to get started with WordPress on Zapier Updated August 10, 2026 10:41 WordPress and Zapier connect to automate your blog. You can trigger actions when new posts or comments are added and create new posts or users. Prerequisites To use the WordPress app on Zapier, you must have: The Zapier for WordPress plugin installed and activated on your WordPress site. For WordPress.com users: A Business plan or higher to install plugins. Your website must be launched . Use SSL with your website to ensure the safety of your WordPress login credentials. (Optional, but recommended) A WordPress user account with Editor or Administrator permissions for Zapier to access your site. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your WordPress instance requires IP allowlisting. Connect WordPress to Zapier To create an app connection to WordPress on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WordPress . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Base URL : Enter your WordPress site URL (without /wp-admin/ or wp-login.php). Username : Enter your WordPress username . Password : Enter your WordPress password . Click Yes, Continue to WordPress . Your WordPress account is now successfully connected to Zapier. WordPress settings that may affect your connection to Zapier As WordPress is highly customizable, depending on how your WordPress account is set up, this may impact how you use Zapier with WordPress. Plugins Certain plugins may interfere and block Zapier’s attempts to connect to WordPress, causing various errors. Here are some plugins known to potentially cause errors – however, it’s not an exhaustive list: Jetpack WordFence Security iTheme Security WP Rocket JWT Authentication WP-Content Copy Protection & No Right Click Limit Login Attempts Reloaded SiteGuard WP Plugin IP Geo Block WPS Hide Login reCaptcha by BestWebSoft ProfileBuilder If you are getting errors and know you have plugins installed, Zapier recommends the following steps: Adjust your plugin settings. Depending on the plugin you are using, you may have settings to allow access to Zapier. This may look like adding Zapier to an allowed list. Learn more about ca", "text": "How to get started with WordPress on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building WordPress How to get started with WordPress on Zapier Updated August 10, 2026 10:41 WordPress and Zapier connect to automate your blog. You can trigger actions when new posts or comments are added and create new posts or users. Prerequisites To use the WordPress app on Zapier, you must have: The Zapier for WordPress plugin installed and activated on your WordPress site. For WordPress.com users: A Business plan or higher to install plugins. Your website must be launched . Use SSL with your website to ensure the safety of your WordPress login credentials. (Optional, but recommended) A WordPress user account with Editor or Administrator permissions for Zapier to access your site. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your WordPress instance requires IP allowlisting. Connect WordPress to Zapier To create an app connection to WordPress on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WordPress . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Base URL : Enter your WordPress site URL (without /wp-admin/ or wp-login.php). Username : Enter your WordPress username . Password : Enter your WordPress password . Click Yes, Continue to WordPress . Your WordPress account is now successfully connected to Zapier. WordPress settings that may affect your connection to Zapier As WordPress is highly customizable, depending on how your WordPress account is set up, this may impact how you use Zapier with WordPress. Plugins Certain plugins may interfere and block Zapier’s attempts to connect to WordPress, causing various errors. Here are some plugins known to potentially cause errors – however, it’s not an exhaustive list: Jetpack WordFence Security iTheme Security WP Rocket JWT Authentication WP-Content Copy Protection & No Right Click Limit Login Attempts Reloaded SiteGuard WP Plugin IP Geo Block WPS Hide Login reCaptcha by BestWebSoft ProfileBuilder If you are getting errors and know you have plugins installed, Zapier recommends the following steps: Adjust your plugin settings. Depending on the plugin you are using, you may have settings to allow access to Zapier. This may look like adding Zapier to an allowed list. Learn more about can’t access or use Zapier with other apps . If after adjusting your plugin settings, that doesn’t resolve the issue, try disabling the plugin. If you have multiple plugins, you may need to do this one at a time to isolate which is causing this issue. Cloudflare If you use Cloudflare, you may need to create an allowlist rule to allow requests from Zapier. You can do this by creating a firewall rule to allow requests with a specific user-agent. Firewall or hosting provider Firewall or hosting provider settings may block traffic from Zapier, leading to errors. To resolve this, add Zapier to your allowed list Site SSL certificate If your WordPress site’s SSL certificate expires, it can cause issues. To check your website, you can use this tool at https://www.sslshopper.com/ssl-checker.html . Permalink structure The default “plain” permalink structure (e.g. \"https://yourwebsite/com/p=123\") in WordPress can cause authentication issues. Try switching to an alternative structure such as “post name” to resolve this issue. About WordPress's app Triggers, searches, and actions Triggers New Comment (Polling) - Triggers when a new comment is added. New Post (Polling) - Triggers when a new post is created. Updated User (Instant) - Triggers when a user is updated. New Media (Polling) - Triggers when a new media is uploaded. Updated Post (Instant) - Triggers when a post is updated. New User (Polling) - Triggers when a new user is created. Searches Find Post - Finds a post. Find or Create User - Find or Create User. Find User - Finds a user with a default user role. Does not search users with custom roles created by plugins. Actions Upload Media - Upload a new media file, which can be used as featured media. Update Post - Updates a post. Update User - Updates an existing user. Create Post - Creates a new post. Create User - Creates a new user. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Authenticated user must have at least Editor role to post as other authors. The WordPress site must be publicly accessible for Zapier to connect. Sites behind a local network, a security lock, or maintenance may not work. Using the default \"plain\" permalinks can sometimes cause connection issues. Changing to a more descriptive structure (like Post Name) is often required for the integration to work smoothly. Catching plugins, firewalls (Wordfence, Jetpack Protect), or plugins that hide login page (like WPS Hide Login) can block the necessary communication between Zapier and your site, leading to 403 Forbidden or authentication errors. XML-RPC functionality must be turned on. If this is disabled or blocked on your site (often by a security plugin or hosting provider), the connection will fail. Because Zapier uses AWS, its IP addresses are not static and rotate, making simple IP allowlisting difficult. To allowlist the necessary traffic for xmlrpc.php, you must allow the entire AWS US-East-1 IP range. Add the required range by following these configuration instructions . Zapier Professional, Team, and Enterprise users can avoid this by configuring the connection to use a static IP address . Templates View all of WordPress's templates . Use cases 5 ways to automate WordPress Speed up content production with AI & automation How to connect Google Sheets to WordPress How to automatically write blog posts with Jasper and Zapier Additional WordPress resources Zapier's WordPress integration page WordPress's Help Center WordPress's API documentation ", "error": null, "slug": "wordpress", "help_title": "How to get started with WordPress on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495970200589-Common-Problems-with-Constant-Contact", "final_url": "https://help.zapier.com/hc/en-us/articles/8495970200589-Common-Problems-with-Constant-Contact", "title": "Common Problems with Constant Contact", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Constant Contact &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Constant Contact Common Problems with Constant Contact Updated May 29, 2026 18:13 I'm getting an error that a contact already exists in Constant Contact, but I know it's not in that list. Constant Contact identifies duplicates at the account level so you may see this error even if the contact is in another list. If you'd like to move that contact to a different list in your Constant Contact account, you can update the contact instead of creating it. To do so, you use the following workflow: Add a Find Contact action to search for the email address. Make sure to select the option to create a new contact if none is found. Replace the Create Contact action with the Update Contact action and set it up. This will allow the Zap to update the list the email belongs to, whenever it's already been added to your account. Read more about search actions in Zap workflows . I'm getting an error saying \"You don't have permission to perform this action\" Constant Contact requires your account to have the Account Manager role in order to be able to add or edit Contacts via their API. Learn more here by looking at the Constant Contact help guide for this setting. ", "error": null, "slug": "constant-contact", "help_title": "Common Problems with Constant Contact"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496071316237-How-to-get-started-with-ThriveCart-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496071316237-How-to-get-started-with-ThriveCart-on-Zapier", "title": "How to get started with ThriveCart on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the ThriveCart app on Zapier, you must have: A ThriveCart account. An active ThriveCart account with products. Access to the ThriveCart account you want to integrate (if you're a sub-user, you'll only have access to products the account owner has granted you permission to use).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce ThriveCart How to get started with ThriveCart on Zapier Updated September 19, 2025 11:44 ThriveCart and Zapier connect to automate your sales. You can trigger actions when products are purchased or carts are abandoned. Prerequisites To use the ThriveCart app on Zapier, you must have: A ThriveCart account. An active ThriveCart account with products. Access to the ThriveCart account you want to integrate (if you're a sub-user, you'll only have access to products the account owner has granted you permission to use). Connect ThriveCart to Zapier To create an app connection to ThriveCart on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ThriveCart . Click Add connection . A new browser tab or window will open. Log into ThriveCart to authenticate. Grant Zapier permission to access your account if prompted to. Your ThriveCart account is now successfully connected to Zapier. About ThriveCart's app", "text": "How to get started with ThriveCart on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce ThriveCart How to get started with ThriveCart on Zapier Updated September 19, 2025 11:44 ThriveCart and Zapier connect to automate your sales. You can trigger actions when products are purchased or carts are abandoned. Prerequisites To use the ThriveCart app on Zapier, you must have: A ThriveCart account. An active ThriveCart account with products. Access to the ThriveCart account you want to integrate (if you're a sub-user, you'll only have access to products the account owner has granted you permission to use). Connect ThriveCart to Zapier To create an app connection to ThriveCart on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ThriveCart . Click Add connection . A new browser tab or window will open. Log into ThriveCart to authenticate. Grant Zapier permission to access your account if prompted to. Your ThriveCart account is now successfully connected to Zapier. About ThriveCart's app Triggers, searches, and actions Triggers Affiliate Approved (Instant) - Triggers when an affiliate is approved to promote a product. Affiliate Commission Paid (Instant) - Triggers when an affiliate commission is paid. Affiliate Rejected (Instant) - Triggers when an affiliate is rejected from promoting a product, or when their access is revoked. Bump Purchase (Instant) - Triggers when a specific bump (or bumps) are purchased. Downsell Purchase (Instant) - Triggers when a specific downsell (or downsells) are purchased. Upsell Purchase (Instant) - Triggers when a specific upsell (or upsells) are purchased. Recurring Payments Cancelled (Instant) - Triggers when a recurring payment for a subscription or a split pay is cancelled. Recurring Payment Failed (Instant) - Triggers when a subscription or split pay rebill payment fails. Subscription Paused (Instant) - Triggers when a subscription or a split pay is paused. Affiliate Commission Earned (Instant) - Triggers when an affiliate earns commission. Affiliate Commission Clawback (Instant) - Triggers when an affiliate commission is clawed back. Cart Abandoned (Instant) - Triggers when a customer enters their email address into the checkout page, but leaves without making a purchase. Payment Declined (Instant) - Triggers when a customer's card is declined for the initial payment of a product. Product Purchase (Instant) - Triggers when a specific product (or products) are purchased. Rebill Payment (Instant) - Triggers when a successful rebill payment is made. Recurring Payments Completed (Instant) - Triggers when a subscription or a split pay is completed and all payments have been made successfully. Refund (Instant) - Triggers when a purchase is refunded. Subscription Resumed (Instant) - Triggers when a subscription or a split pay is resumed. Searches No search actions available for ThriveCart. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply . ThriveCart's API is limited to 60 requests per minute per connected account. When testing triggers in Zapier, it pulls the latest sample data from your account for that event and does not consider filters you've set in your trigger step. Learn more in creating your first Zap with Thrivecart . Templates View all of ThriveCart's templates . Use cases 5 ways to automate ThriveCart with Zapier Easily send the right follow-up messages for ThriveCart purchases Additional ThriveCart resources Zapier's ThriveCart integration page Thrivecart's Help Center ThriveCart's API documentation ", "error": null, "slug": "thrivecart", "help_title": "How to get started with ThriveCart on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496310892301-Manage-your-account-and-Zap-workflows-with-Zapier-Manager", "final_url": "https://help.zapier.com/hc/en-us/articles/8496310892301-Manage-your-account-and-Zap-workflows-with-Zapier-Manager", "title": "Manage your account and Zap workflows with Zapier Manager", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Manage your account and Zap workflows with Zapier Manager &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Managing & monitoring Manage your account and Zap workflows with Zapier Manager Updated May 29, 2026 18:18 Zapier Manager is the housekeeping tool for your Zapier account. It allows you to set up Zap workflows for receiving notifications for Zap errors or when you reach your task usage limits; turning off your Zap workflows; inviting new members to your team and more. Using this tool doesn't count towards your task usage . Zapier Manager can be used as a trigger, an action, or a search step within your Zap workflows. Add Zapier Manager as a trigger Available on plans: Free Professional Team Enterprise In the Zap editor, go to the Trigger step. In the App & event tab, search for and select Zapier Manager . Click the Event dropdown menu and select the event that you want to trigger Zapier Manager. For example, you can choose to trigger the Zap when a Zap in your account encounters an error, or when a task in one of your Zap workflows is halted. Note If the Zap is in a Team or Enterprise account, error notifications will go to the user who created the errored Zap, not the user who set up the error notification Zap. The New Zap Error trigger will not provide information about a specific task that errored. Errors are raised for Zap workflows, not for specific tasks. Once you’ve set up your trigger, you can set up an action . For example, if the Zap triggers when a Zap in your account encounters an error, you might set up an action to send you a Slack notification to inform you of this error. Add Zapier Manager as an action Available on plans: Free Professional Team Enterprise To use Zapier Manager in an action, you must first set up your trigger . In the Zap editor, go to the Action step. If you don’t see this step, click the + icon to add a new step. In the App & event tab, search for and select Zapier Manager . Click the Event dropdown menu and select the event that you want Zapier Manager to perform. For example, you can choose to have Zapier Manager turn a Zap in your account on or off, or invite a member to your Zapier team (Team and Enterprise plans only). Once you've set up your action, you can add another action, or turn your Zap on. Add Zapier Manager as a search step Available on plans: Free Professional Team Enterprise To use Zapier Manager in a search step, you'll need to create a multi-step Zap, which is only available on paid plans , as this workflow requires at least two actions. You must first set up your trigger which tells Zapier when to start the search process. In the Zap editor, go to the Action step. If you don’t see this step, click the + icon to add a new step. In the App & event tab, search for and select Zapier Manager . Click the Event dropdown menu and select the search event that you want Zapier Manager to perform. For example, you can choose to have Zapier Manager search for a specific Zap in your account, or a public app on Zapier. Once you've set up your search step, you can insert or use the data in a later action step in your Zap. Limitations If you add or edit a Zap with a Zapier Manager step, your draft will be saved, but you will not be able to publish edits unless you are the Zap owner. ", "error": null, "slug": "zapier-manager", "help_title": "Manage your account and Zap workflows with Zapier Manager"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495938018317-How-to-get-started-with-Docusign-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495938018317-How-to-get-started-with-Docusign-on-Zapier", "title": "How to get started with Docusign on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Docusign app on Zapier, you must have: An active DocuSign account. Your Permissions Profile must have permissions for the actions you intent to use with Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM DocuSign How to get started with Docusign on Zapier Updated October 31, 2025 15:52 DocuSign and Zapier connect to automate document workflows. You can trigger actions when envelopes are sent or completed and create new signature requests from templates. Prerequisites To use the Docusign app on Zapier, you must have: An active DocuSign account. Your Permissions Profile must have permissions for the actions you intent to use with Zapier. Connect Docusign to Zapier To create an app connection to DocuSign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select DocuSign . Click Add connection . A new browser tab or window will open. Log into DocuSign to authenticate. Grant Zapier permission to access your account if prompted to. Your DocuSign account is now successfully connected to Zapier. About Docusign's app", "text": "How to get started with Docusign on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM DocuSign How to get started with Docusign on Zapier Updated October 31, 2025 15:52 DocuSign and Zapier connect to automate document workflows. You can trigger actions when envelopes are sent or completed and create new signature requests from templates. Prerequisites To use the Docusign app on Zapier, you must have: An active DocuSign account. Your Permissions Profile must have permissions for the actions you intent to use with Zapier. Connect Docusign to Zapier To create an app connection to DocuSign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select DocuSign . Click Add connection . A new browser tab or window will open. Log into DocuSign to authenticate. Grant Zapier permission to access your account if prompted to. Your DocuSign account is now successfully connected to Zapier. About Docusign's app Triggers, searches, and actions Triggers Click Agreed (Instant) - Triggers when a recipient accepted a clickwrap agreement. New Docusign Connect Event (Instant) - Triggers when selected Docusign events occur. Envelope Corrected (Instant) - Triggers when an envelope is corrected. Envelope Declined (Instant) - Triggers when an envelope is declined. Envelope Delivered (Instant) - Triggers when an envelope is delivered. Envelope Purge (Instant) - Triggers when an envelope is purged. Envelope Sent (Instant) - Triggers when an envelope is sent. New Navigator Agreement (For IAM Plans) (Polling) - Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans. Maestro Workflow Completed (For IAM Plans) (Instant) - Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans. Maestro Workflow Started (For IAM Plans) (Instant) - Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans. Identity Verification Pending (Instant) - Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending. New Folder (Polling) - Triggers when a new folder is created. New User Added to Workspace (For IAM Plans) (Polling) - Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans. Recipient Autoresponded (Instant) - Triggers when a recipient Searches Find Envelope - Finds an envelope by ID. Find Template - Finds a template by name or ID. Find User - Finds a user by email or ID. Actions Add to Bulk Send List - Adds new recipients to an existing bulk send list. Bulk Send Envelope From Template - Sends a template to multiple recipients using a bulk send list. Create Draft Signature Request - Creates a draft signature request. Create Template From Document - Creates a new template using a document. Delete Document From Workspace (For IAM Plans) - Removes a document from a workspace permanently. Only available for Docusign IAM Plans. Send Envelope Using Document - Sends an envelope signature request using a document. Send Envelope Using Template - Sends an envelope signature request using a template. Limitations API rate limits apply. Each account is limited to 3,000 API requests per hour by default, with hourly usage refreshing at the top of each hour. DocuSign refresh tokens expire after 30 days, which can cause connection disconnections if you're not very active on Zapier. Templates View all of Docusign's templates . Use cases 5 ways to automate DocuSign with Zapier 7 ways to manage your electronic signatures, automatically Additional Docusign resources Zapier's Docusign integration page DocuSign's Help Center DocuSign's API documentation ", "error": null, "slug": "docusign", "help_title": "How to get started with Docusign on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496048093197-How-to-get-started-with-Strava-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496048093197-How-to-get-started-with-Strava-on-Zapier", "title": "How to get started with Strava on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Strava app on Zapier, you must have: An active Strava account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Lifestyle & entertainment Strava How to get started with Strava on Zapier Updated November 14, 2025 13:37 Strava and Zapier connect to automate your fitness tracking. You can trigger actions when new activities are posted and create activities from other apps. Prerequisites To use the Strava app on Zapier, you must have: An active Strava account. Connect Strava to Zapier To create an app connection to Strava on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Strava . Click Add connection . A new browser tab or window will open. Log into Strava to authenticate. Grant Zapier permission to access your account if prompted to. Your Strava account is now successfully connected to Zapier. About Strava's app", "text": "How to get started with Strava on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Lifestyle & entertainment Strava How to get started with Strava on Zapier Updated November 14, 2025 13:37 Strava and Zapier connect to automate your fitness tracking. You can trigger actions when new activities are posted and create activities from other apps. Prerequisites To use the Strava app on Zapier, you must have: An active Strava account. Connect Strava to Zapier To create an app connection to Strava on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Strava . Click Add connection . A new browser tab or window will open. Log into Strava to authenticate. Grant Zapier permission to access your account if prompted to. Your Strava account is now successfully connected to Zapier. About Strava's app Triggers, searches, and actions Triggers Transfer Athlete Activities - This trigger is for use in Transfer. If not using Transfer, use the new \"New Athlete Activity\" instant trigger instead. (Polling) New Athlete Activity - Triggers when you post a new activity. (Instant) New or Updated Club Activity - Triggers when any member of your selected club posts or updates an activity. NOTE: This trigger only checks for new activities every 15 minutes. (Polling) Searches Find Activity - Finds one of your activities based on the ID or Name. Useful for getting activity updates as well as kudos and segment information. Actions Create Totals and Stats Report - Creates report that includes recent (last 4 weeks), year to date and all time stats of your activities. Create Activity - Creates an activity. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate Limits apply . Strava has strict rate limits with a default of 200 requests every 15 minutes and 2,000 requests per day for overall usage, plus separate \"non-upload\" limits of 100 requests every 15 minutes and 1,000 requests per day. When using exported Strava's data: If the activity is record on a Garmin device, you must follow Garmin's Developer API brand guidance . Identify the data source by checking the \"Device Name\" output field in Strava's activity output on Zapier. Templates View all of Strava's templates . Use cases 4 Strava automation ideas Additional Strava resources Zapier's Strava integration page Strava's Help Center Strava's API documentation ", "error": null, "slug": "strava", "help_title": "How to get started with Strava on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496289225229-Manage-notifications-when-errors-occur-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496289225229-Manage-notifications-when-errors-occur-in-Zap-workflows", "title": "Manage notifications when errors occur in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Manage notifications when errors occur in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Notifications Manage notifications when errors occur in Zap workflows Updated May 29, 2026 18:17 When errors occur in your Zap workflows, Zapier will send notifications to your Zapier account email address by default. You can change how frequently you receive notifications for all of your Zap workflows, as well as set custom frequencies for particular apps. Tip You can manage your Zapier Manage alerts and other email subscriptions from the Email subscriptions page. If you're in an Enterprise account, you can also view all issues on the Alerts page . Default notification frequency You can control when and how you get notified when a Zap errors. To manage your default Zap error notifications: Free and Pro plans Team and Enterprise plans In your Zapier settings, select Notifications from the left sidebar. Select My notification settings . You will be redirected to a new page. In the Default notification section, click Edit . This will enable you to edit the Frequency and Priority label fields. Under the Frequency field, click to expand the dropdown menu , then select an option: Immediately : receive an email notification for each error when it occurs. This is the default. Immediately, then hourly summary : receive an email notification for each error when it occurs, plus a notification at the top of each hour with a summary of all errors that have occurred since the last summary notification. You will not receive an email if there were no errors in the past hour. Hourly summary : at the top of the hour, receive a summary of any errors that occurred in the past hour. You will not receive an email if there were no errors in the past hour. Never : you will not receive any notifications. This is not recommended. Under the Priority label field, click to expand the dropdown menu , then select an option based on how critical your Zap is: High . Medium . Low . Click Save to confirm your changes. In your Zapier settings, select Notifications from the left sidebar. Select My notification settings . You will be redirected to a new page. Under the Default notification frequency section, click the dropdown menu to expand it. Select an option: Immediately : receive an email notification for each error when it occurs. This is the default. Immediately, then hourly summary : receive an email notification for each error when it occurs, plus a notification at the top of each hour with a summary of all errors that have occurred since the last summary notification. You will not receive an email if there were no errors in the past hour. Hourly summary : at the top of the hour, receive a summary of any errors that occurred in the past hour. You will not receive an email if there were no errors in the past hour. Never : you will not receive any notifications. This is not recommended. Custom notifications You can also override your default Zap error notification rule for specific Zap workflows that you own or are shared with you. Pro plans Team and Enterprise plans 1. Add a custom notification In your Zapier settings, select Notifications from the left sidebar. Select My notification settings . You will be redirected to a new page. In the Custom notifications section, click + Add notification . A dialog box will appear. 2. Select Zap workflows and folders In the input box , enter the name of your Zap or folder. Results will appear below. (Optional) You can filter results by selecting one of the filter buttons below the input box: Personal folders . Shared folders . My Zap workflows . Shared Zap workflows . Below the optional filters, select the checkbox next to each Zap or Zap folder you want to set up custom notifications for. After selecting one or more Zap workflows, you can continue to search for and select more. If you change your search term or add filters, your previous selections will be saved. In the bottom left of the dialog box, you’ll see a count of how many Zap workflows are selected. You can clear the checkbox to remove a selection or click Clear selection if you want to remove all of your current selections. Click Next to proceed to the next step. 3. Select notification frequency Click the dropdown menu to expand it. Select an option: Immediately : receive an email notification for each error when it occurs. This is the default. Immediately, then hourly summary : receive an email notification for each error when it occurs, plus a notification at the top of each hour with a summary of all errors that have occurred since the last summary notification. You will not receive an email if there were no errors in the past hour. Hourly summary : at the top of the hour, receive a summary of any errors that occurred in the past hour. You will not receive an email if there were no errors in the past hour. Never : you will not receive any notifications. This is not recommended. Click Add to notifications to save. In your Zapier settings, select Notifications from the left sidebar. Select My notification settings . You will be redirected to a new page. In the Custom notifications section, click + Add notification . A dialog box will appear. Under the 1. Select Zap workflows and folders section, click the input box . A dropdown menu will appear. In the input box , search for the Zap workflows you want to create custom notifications for, then select the checkbox next to each one. You can search by the name of the Zap or the name of the folder it’s located in. After selecting one or more Zap workflows, you can continue to search for and select more. In the bottom left of the dialog box, you’ll see a count of how many Zap workflows are selected. Pills will appear below the input box, allowing you to filter results as you search. Click Next to proceed to the next step. Under the 2. Select notification frequency section, click the dropdown menu to expand it. Select an option: Immediately : receive an email notification for each error when it occurs. This is the default. Immediately, then hourly summary : receive an email notification for each error when it occurs, plus a notification at the top of each hour with a summary of all errors that have occurred since the last summary notification. You will not receive an email if there were no errors in the past hour. Hourly summary : at the top of the hour, receive a summary of any errors that occurred in the past hour. You will not receive an email if there were no errors in the past hour. Never : you will not receive any notifications. This is not recommended. Click Add to notifications to save. Limitations Zapier will not send any error notification emails when an error handler runs. You cannot set up custom notifications while you are on a Zapier trial. Super Admins and Owners in Team and Enterprise accounts can set up custom notifications for any Zap in their account. ", "error": null, "slug": "zapier-manager", "help_title": "Manage notifications when errors occur in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859679162381-How-to-get-started-with-Jobber-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859679162381-How-to-get-started-with-Jobber-on-Zapier", "title": "How to get started with Jobber on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Jobber app on Zapier, you must have: An active Jobber account on a plan that includes Zapier integration (available on Connect, Grow, and Plus plans).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jobber How to get started with Jobber on Zapier Updated January 23, 2026 14:39 Jobber and Zapier connect to automate your home service business. You can trigger actions when new clients or invoices are created and create new clients, jobs, or quotes. Prerequisites To use the Jobber app on Zapier, you must have: An active Jobber account on a plan that includes Zapier integration (available on Connect, Grow, and Plus plans). Connect Jobber to Zapier To create an app connection to Jobber on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jobber . Click Add connection . A new browser tab or window will open. Log into Jobber to authenticate. Grant Zapier permission to access your account if prompted to. Your Jobber account is now successfully connected to Zapier. About Jobber's app", "text": "How to get started with Jobber on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jobber How to get started with Jobber on Zapier Updated January 23, 2026 14:39 Jobber and Zapier connect to automate your home service business. You can trigger actions when new clients or invoices are created and create new clients, jobs, or quotes. Prerequisites To use the Jobber app on Zapier, you must have: An active Jobber account on a plan that includes Zapier integration (available on Connect, Grow, and Plus plans). Connect Jobber to Zapier To create an app connection to Jobber on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jobber . Click Add connection . A new browser tab or window will open. Log into Jobber to authenticate. Grant Zapier permission to access your account if prompted to. Your Jobber account is now successfully connected to Zapier. About Jobber's app Triggers, searches, and actions Triggers New Client Created - Triggers when a client is created. (Instant) New Invoice Created - Triggers when an invoice is created. (Instant) Job Closed - Triggers when a job is closed. (Instant) Job Updated - Triggers when a job is updated. (Instant) New Quote Created - Triggers when a quote is created. (Instant) New Request Created - Triggers when a request is created. (Instant) Client Updated - Triggers when a client is updated. (Instant) Invoice Updated - Triggers when a invoice is updated. (Instant) New Job Created - Triggers when a job is created. (Instant) Quote Approved - Triggers when a quote is approved. (Instant) Quote Sent - Triggers when a quote is sent. (Instant) Searches Find or Create Client - Finds the client that aligns most closely with the search criteria. Find Client - Finds the client that aligns most closely with the search criteria. Actions Add Tags to Client - Adds tags to a client Create Quote - Creates a new quote. This will create the quote for the client's first property. Create Request - Creates a new request. This will create the request for the client's first property. Create Client - Creates a new client. Create Job - Creates a new job. This will create the job for the client's first property. Add Note to Request - Adds a note to a request Limitations API rate limits apply : 2500 requests per 5 minutes per app/account combination, which may cause throttling. Create Request, Create Quote, and Create Job actions always use the first property created for the client when the client has multiple properties. If the team member who connected Jobber and Zapier is deactivated in Jobber, the Zapier connection will be disconnected and need to be re-connected. Templates View all of Jobber's templates . Use cases 5 ways to automate Jobber with Zapier Additional Jobber resources Zapier's Jobber integration page Jobber's Help Center Jobber's API documentation ", "error": null, "slug": "jobber", "help_title": "How to get started with Jobber on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495987891853-How-to-get-started-with-LinkedIn-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495987891853-How-to-get-started-with-LinkedIn-on-Zapier", "title": "How to get started with LinkedIn on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the LinkedIn app on Zapier, you must have: A LinkedIn account. Admin access to a LinkedIn Company Page if you want to use the Create Company Update action. Learn more about LinkedIn Page admin roles . Tip Want more cost-effective LinkedIn ads? The LinkedIn Conversions app shows you which ads drive results, helping you improve ROI. It's free to use on Zapier. Learn how to get started with LinkedIn Conversions .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn How to get started with LinkedIn on Zapier Updated January 21, 2026 16:03 LinkedIn and Zapier connect to automate your social media marketing workflows. You can automatically share updates to your personal profile or company page when triggered by events in other apps. Prerequisites To use the LinkedIn app on Zapier, you must have: A LinkedIn account. Admin access to a LinkedIn Company Page if you want to use the Create Company Update action. Learn more about LinkedIn Page admin roles . Tip Want more cost-effective LinkedIn ads? The LinkedIn Conversions app shows you which ads drive results, helping you improve ROI. It's free to use on Zapier. Learn how to get started with LinkedIn Conversions . Connect LinkedIn to Zapier LinkedIn uses OAuth to authenticate your account on Zapier. To create an app connection to LinkedIn on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LinkedIn . Click Add connection . A new browser tab or window will open. Log in to your LinkedIn account with your email or phone and password. Grant Zapier permission to access your account when prompted. Your LinkedIn account is now successfully connected to Zapier. About LinkedIn's app", "text": "How to get started with LinkedIn on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn How to get started with LinkedIn on Zapier Updated January 21, 2026 16:03 LinkedIn and Zapier connect to automate your social media marketing workflows. You can automatically share updates to your personal profile or company page when triggered by events in other apps. Prerequisites To use the LinkedIn app on Zapier, you must have: A LinkedIn account. Admin access to a LinkedIn Company Page if you want to use the Create Company Update action. Learn more about LinkedIn Page admin roles . Tip Want more cost-effective LinkedIn ads? The LinkedIn Conversions app shows you which ads drive results, helping you improve ROI. It's free to use on Zapier. Learn how to get started with LinkedIn Conversions . Connect LinkedIn to Zapier LinkedIn uses OAuth to authenticate your account on Zapier. To create an app connection to LinkedIn on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LinkedIn . Click Add connection . A new browser tab or window will open. Log in to your LinkedIn account with your email or phone and password. Grant Zapier permission to access your account when prompted. Your LinkedIn account is now successfully connected to Zapier. About LinkedIn's app Triggers, searches, and actions Triggers No triggers are available for LinkedIn. Searches No search actions are available for LinkedIn. Actions Create Share Update - Posts a status update to your LinkedIn profile. You can include text content, URLs, images, and control visibility settings. Create Company Update - Publishes an update to a LinkedIn Company Page you manage. You can include content, images, mentions, and preview information. API Request (Beta) - This is an advanced action that makes a raw HTTP request with LinkedIn authentication. Limitations To use the Create Company Update action, you must be an administrator of the company page. LinkedIn has rate limits that may affect high-volume workflows. LinkedIn has pagination limits for API requests. Templates View all of LinkedIn's templates . Additional LinkedIn resources Zapier's LinkedIn integration page LinkedIn Help Center LinkedIn API documentation ", "error": null, "slug": "linkedin", "help_title": "How to get started with LinkedIn on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495920347533-How-to-get-started-with-OneDrive-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495920347533-How-to-get-started-with-OneDrive-on-Zapier", "title": "How to get started with OneDrive on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the OneDrive app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid subscription. OneDrive for Business account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files OneDrive How to get started with OneDrive on Zapier Updated March 30, 2026 15:55 OneDrive and Zapier connect to automate file management. You can trigger actions when new files are added and upload files or create folders. Prerequisites To use the OneDrive app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid subscription. OneDrive for Business account. Connect OneDrive to Zapier To create an app connection to OneDrive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select OneDrive . Click Add connection . A new browser tab or window will open. Log into OneDrive to authenticate. Grant Zapier permission to access your account if prompted to. Your OneDrive account is now successfully connected to Zapier. About OneDrive's app", "text": "How to get started with OneDrive on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files OneDrive How to get started with OneDrive on Zapier Updated March 30, 2026 15:55 OneDrive and Zapier connect to automate file management. You can trigger actions when new files are added and upload files or create folders. Prerequisites To use the OneDrive app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid subscription. OneDrive for Business account. Connect OneDrive to Zapier To create an app connection to OneDrive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select OneDrive . Click Add connection . A new browser tab or window will open. Log into OneDrive to authenticate. Grant Zapier permission to access your account if prompted to. Your OneDrive account is now successfully connected to Zapier. About OneDrive's app Triggers, searches, and actions Triggers New File (Polling) - Triggers when a new file is created in the personal drive. New Folder (Polling) - Triggers when a new folder is created in the personal drive. New or Updated File (Polling) - Triggers when a file is created or modified in the selected folder. Searches Find Drive by ID - Find a specific drive using its unique ID. Find File - Search for files by name, content, or metadata. Find File or Folder by ID - Find a specific file or folder in a personal drive using its unique ID. Find Folder - Search for folders by name and metadata. Find Items (Via KQL) - Search for items using Keyword Query Language. Get Item Permissions - List all users and links that have access to a file or folder. Actions Copy File or Folder - Copy a file or folder to a new location. Create Folder - Create a new folder. Create Sharing Invitation - Send a sharing invitation to specific recipients for a file or folder in a personal drive. Create Sharing Link - Create a sharing link for a file or folder in a personal drive. Create Text File - Create a new text file with custom content. Delete File or Folder - Deletes a file or folder, moving it to the Recycle Bin. Export File - Exports a file to PDF or HTML format. Move or Rename File or Folder - Moves a file or folder to a different location. Optionally rename the item. Remove Item Permission - Remove a specific user or link's access to a file or folder. Provide either email address or permission ID. Replace File - Replaces a file with new content. Upload File - Upload a file. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API throttling limits apply . OneDrive API requests are subject to Microsoft Graph throttling limits, including a global limit of 130,000 requests per 10 seconds per app across all tenants. Files cannot contain certain characters including \" '*: <> ? / | and leading/trailing spaces in file or folder names are not allowed. The New File and New or Updated File triggers and the Find File or Folder by ID search support a maximum file size of 310 MB. The Upload File action supports a maximum file size of 60 MB. Templates View all of OneDrive's templates . Use cases 6 ways to automate OneDrive Your guide to Microsoft automation Automate your cloud storage app Additional OneDrive resources Zapier's OneDrive integration page OneDrive's Help Center OneDrive's API documentation ", "error": null, "slug": "onedrive", "help_title": "How to get started with OneDrive on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495973803149-Common-Problems-with-DocuSign-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495973803149-Common-Problems-with-DocuSign-on-Zapier", "title": "Common Problems with DocuSign on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with DocuSign on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM DocuSign Common Problems with DocuSign on Zapier Updated August 18, 2023 07:24 Zap with Envelope sent or completed trigger not triggering/can't pull samples You must have a paid Docusign plan to use this trigger Any other potential restrictions with the DocuSign integration? The Envelope sent or completed trigger only checks for new envelopes every 15 minutes. ", "error": null, "slug": "docusign", "help_title": "Common Problems with DocuSign on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495931198093-Common-Problems-with-Eventbrite", "final_url": "https://help.zapier.com/hc/en-us/articles/8495931198093-Common-Problems-with-Eventbrite", "title": "Common Problems with Eventbrite", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Eventbrite Common Problems with Eventbrite Updated March 05, 2026 12:40 Receiving “Not Authorized” or “Internal Error” when turning on a Zap This often means that your Eventbrite account doesn't have the proper permissions to the event that you're trying to use in your Zap. Generally, it is required that you be an administrator before you're able to connect your Eventbrite app to Zapier and use the New Attendee and other triggers. You can fix this by contacting your Eventbrite organization administrator, and requesting they provide you with administrator access so that you can connect your Eventbrite account to Zapier. Once your permission are enabled in Eventbrite, you can try connecting your Eventbrite account to your Zap again. Events aren't showing up in the Events dropdown This usually happens if the user who connected to Zapier is a sub-user in their Eventbrite account. Only the main account holder can see the events in the account through Zapier. Sub-users aren’t able to see other events, even if they create the event themselves. To get around this, you should connect the main administrator’s account to Zapier instead of yours. To do that: Go to Eventbrite.com and log out of your account Log in as the main account holder Back in Zapier, go to your Connected Accounts page: https://zapier.com/app/settings/authorizations Click \"Reconnect\" on the Eventbrite account—when you see the popup, confirm the main account holder is logged into Eventbrite Try setting up your Zap again Note: Sub-users can use the single “Find Event” action, but if they select the “Own Events?” checkbox, no events will be returned because they technically can’t own any events. How to check whether you're a sub-user If you're a sub-user, you should see the email of the \"main account\" on the top right, like so: If you're the main account holder, you should just see something like this: (403) Forbidden response and \"Invalid permissions.\" error message Confirm you are not using a sub-user email address, but a main account email address as documented above . My Eventbrite trigger is triggering slowly For Eventbrite", "text": "Common Problems with Eventbrite &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Eventbrite Common Problems with Eventbrite Updated March 05, 2026 12:40 Receiving “Not Authorized” or “Internal Error” when turning on a Zap This often means that your Eventbrite account doesn't have the proper permissions to the event that you're trying to use in your Zap. Generally, it is required that you be an administrator before you're able to connect your Eventbrite app to Zapier and use the New Attendee and other triggers. You can fix this by contacting your Eventbrite organization administrator, and requesting they provide you with administrator access so that you can connect your Eventbrite account to Zapier. Once your permission are enabled in Eventbrite, you can try connecting your Eventbrite account to your Zap again. Events aren't showing up in the Events dropdown This usually happens if the user who connected to Zapier is a sub-user in their Eventbrite account. Only the main account holder can see the events in the account through Zapier. Sub-users aren’t able to see other events, even if they create the event themselves. To get around this, you should connect the main administrator’s account to Zapier instead of yours. To do that: Go to Eventbrite.com and log out of your account Log in as the main account holder Back in Zapier, go to your Connected Accounts page: https://zapier.com/app/settings/authorizations Click \"Reconnect\" on the Eventbrite account—when you see the popup, confirm the main account holder is logged into Eventbrite Try setting up your Zap again Note: Sub-users can use the single “Find Event” action, but if they select the “Own Events?” checkbox, no events will be returned because they technically can’t own any events. How to check whether you're a sub-user If you're a sub-user, you should see the email of the \"main account\" on the top right, like so: If you're the main account holder, you should just see something like this: (403) Forbidden response and \"Invalid permissions.\" error message Confirm you are not using a sub-user email address, but a main account email address as documented above . My Eventbrite trigger is triggering slowly For Eventbrite triggers that are not instant, in order to ensure that we only trigger on new items that have complete information, your zap will make sure that a new item shows up with the same info in consecutive checks for new data. This can result in zaps triggering on new items more slowly. I created a new event but it didn't trigger my zap Events created in Eventbrite need to be published in order to be picked up by the New Event trigger. Double check to make sure that the event is in a published state. Triggering Off All Attendees Across All Events You can now trigger off all attendees across all events on the \"New Attendee\" trigger. Just set the status in the options of your Zap to \"all\" like this: If you are using the \"New Attendee (LEGACY)\" trigger, you will need to switch to the \"New Attendee\" trigger to get this feature. Custom Questions & Answers Zapier now supports the ability to pass through data like custom questions and answers when triggering off of New Attendee . Promotional tracking codes Unfortunately, we do not yet support this in our Eventbrite integration through Zapier. Seemingly duplicate triggers for New Attendee when ordering multiple tickets When people order multiple tickets by selecting a quantity, they only have to provide contact information for one person. However, Eventbrite will notify us of every single attendee. They all share the same contact information. The only difference is the ID and barcode. The ID of the additional attendees will have an increment like 456123-1 . What may also confuse you is that the quantity field of each attendee will be 1. How do I find the main event ID? When you're looking at the dropdown list of your Eventbrite events in your Eventbrite trigger, you might see events with the same name and different numeric ID values. A single event might have multiple available times, and the unique IDs are associated with different even times. You can find out which ID is associated with the event that you are trying to trigger off of in your Eventbrite account. The event ID is in the URL in your browser, ie - https://www.eventbrite.com/myevent?eid=12345 where \"12345\" is the ID number associated with your event. ", "error": null, "slug": "eventbrite", "help_title": "Common Problems with Eventbrite"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495963683853-How-to-get-started-with-Eventbrite-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495963683853-How-to-get-started-with-Eventbrite-on-Zapier", "title": "How to get started with Eventbrite on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Eventbrite app on Zapier, you must have: A free Eventbrite account. To use Eventbrite", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Eventbrite How to get started with Eventbrite on Zapier Updated September 30, 2025 14:49 Eventbrite and Zapier connect to automate your events. Trigger actions when new events are created or attendees register and create or publish events. Prerequisites To use the Eventbrite app on Zapier, you must have: A free Eventbrite account. To use Eventbrite triggers, your organizational role must have the Create webhooks permission enabled. If you lack this permission, you may need to contact your Eventbrite administrator. Connect Eventbrite to Zapier To create an app connection to Eventbrite on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Eventbrite . Click Add connection . A new browser tab or window will open. Log into Eventbrite to authenticate. Grant Zapier permission to access your account if prompted to. Your Eventbrite account is now successfully connected to Zapier. About Eventbrite's app Triggers, searches, and actions Triggers New Event (Instant) - Triggers when a new event is created and marked as live within an organization. New Attendee Registered (Instant) - Triggers when an attendee orders a ticket for an event. Updated Attendee (Instant) - Triggers when Attendee data is updated. New Attendee Check-In (Instant) - Triggers when an attendee checks into an event. New Order (Instant) - Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transactional information. Searches Find Attendee by Id - Finds an attendee by Attendee Id. Find Event - Finds an event within an organization. Find or Create Event - Finds an event within an organization. Actions Publish Event - Publishes an existing event. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Event - Creates an event within an organization. Create Ticket Class - Creates a ticket class for an event. Limitations API rate limits apply . Eventbrite enforces a rate limit of 2,000 API calls per hour and 48,000 calls per day by default. Create and Copy Event actions are limited to 200 calls per hour, and Publish Event actions are limited to 200 calls per hour. Users must have administrator access to their Eventbrite account to connect to Zapier and use", "text": "How to get started with Eventbrite on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Eventbrite How to get started with Eventbrite on Zapier Updated September 30, 2025 14:49 Eventbrite and Zapier connect to automate your events. Trigger actions when new events are created or attendees register and create or publish events. Prerequisites To use the Eventbrite app on Zapier, you must have: A free Eventbrite account. To use Eventbrite triggers, your organizational role must have the Create webhooks permission enabled. If you lack this permission, you may need to contact your Eventbrite administrator. Connect Eventbrite to Zapier To create an app connection to Eventbrite on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Eventbrite . Click Add connection . A new browser tab or window will open. Log into Eventbrite to authenticate. Grant Zapier permission to access your account if prompted to. Your Eventbrite account is now successfully connected to Zapier. About Eventbrite's app Triggers, searches, and actions Triggers New Event (Instant) - Triggers when a new event is created and marked as live within an organization. New Attendee Registered (Instant) - Triggers when an attendee orders a ticket for an event. Updated Attendee (Instant) - Triggers when Attendee data is updated. New Attendee Check-In (Instant) - Triggers when an attendee checks into an event. New Order (Instant) - Triggers when a new order is placed for tickets to an event. This contains only the top level financial and transactional information. Searches Find Attendee by Id - Finds an attendee by Attendee Id. Find Event - Finds an event within an organization. Find or Create Event - Finds an event within an organization. Actions Publish Event - Publishes an existing event. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Event - Creates an event within an organization. Create Ticket Class - Creates a ticket class for an event. Limitations API rate limits apply . Eventbrite enforces a rate limit of 2,000 API calls per hour and 48,000 calls per day by default. Create and Copy Event actions are limited to 200 calls per hour, and Publish Event actions are limited to 200 calls per hour. Users must have administrator access to their Eventbrite account to connect to Zapier and use triggers like New Attendee. Sub-users cannot view events in the dropdown and will receive \"Not Authorized\" or \"Internal Error\" messages . Only the main account holder can view events through Zapier. Sub-users cannot view other events, even if they create the event themselves, and must use the main administrator's account for proper integration. Events created in Eventbrite need to be published in order to be picked up by the New Event trigger in Zapier. Zapier does not yet support promotional tracking codes in the Eventbrite integration. When multiple tickers are purchased in a single order, Eventbrite notifes Zapier of each attendee with the same contact information, which can appear as duplicates. The only different is the Attendee ID , which has a unique increment (e.g., -1 , -2 ). To prevent duplicates from trigger workflows, add a filter step to exclude any Attendee IDs that contain a hyphen ( - ). Templates View all of Eventbrite's templates . Use cases 5 ways to automate Eventbrite 6 ways to automate your event management Add new Eventbrite events to Google Calendar How to automate your event promotion with Zapier and ChatGPT Additional Eventbrite resources Zapier's Eventbrite integration page Eventbrite's Help Center Eventbrite's API documentation ", "error": null, "slug": "eventbrite", "help_title": "How to get started with Eventbrite on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39230796790029-How-to-get-started-with-Stripe-Legacy-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39230796790029-How-to-get-started-with-Stripe-Legacy-on-Zapier", "title": "How to get started with Stripe (Legacy) on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Stripe (Legacy) app on Zapier, you must have: An activated Stripe account. A paid Stripe plan. Administrator permissions on your Stripe account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to get started with Stripe (Legacy) on Zapier Updated September 18, 2025 15:44 Stripe (Legacy) and Zapier connect to automate payment workflows. You can trigger actions when new charges or customers are added and create or cancel subscriptions. Prerequisites To use the Stripe (Legacy) app on Zapier, you must have: An activated Stripe account. A paid Stripe plan. Administrator permissions on your Stripe account. Connect Stripe (Legacy) to Zapier To create an app connection to Stripe (Legacy) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe (Legacy) . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Stripe API key . Learn how to find your Stripe API keys . Click Yes, Continue to Stripe (Legacy) . Your Stripe (Legacy) account is now successfully connected to Zapier. About Stripe (Legacy)'s app", "text": "How to get started with Stripe (Legacy) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Stripe How to get started with Stripe (Legacy) on Zapier Updated September 18, 2025 15:44 Stripe (Legacy) and Zapier connect to automate payment workflows. You can trigger actions when new charges or customers are added and create or cancel subscriptions. Prerequisites To use the Stripe (Legacy) app on Zapier, you must have: An activated Stripe account. A paid Stripe plan. Administrator permissions on your Stripe account. Connect Stripe (Legacy) to Zapier To create an app connection to Stripe (Legacy) on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Stripe (Legacy) . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Stripe API key . Learn how to find your Stripe API keys . Click Yes, Continue to Stripe (Legacy) . Your Stripe (Legacy) account is now successfully connected to Zapier. About Stripe (Legacy)'s app Triggers, searches, and actions Triggers Canceled Subscription - Triggers when a subscription is canceled (by a subscriber or due to end of billing period). (Instant) New Coupon - Triggers when you add a new Stripe coupon. (Polling) New Event - Triggers when a new event like a dispute, subscription, or transfer is added. (Instant) New Invoice Item - Triggers when a new invoice item is listed. (Polling) New Payment - Triggers when a new payment is completed. (Instant) New Refund - Triggers when a new refund is created. (Polling) New Charge - Triggers when someone's credit card is charged. (Instant) New Customer - Triggers when a new customer is added. (Polling) New Invoice - Triggers when a new invoice is created (supports line items). (Polling) New Order - Triggers when a new order is created. (Polling) New Plan - Triggers when you add a new Stripe plan. (Polling) Searches Find Customer - Finds an existing customer by their email address or Stripe ID. Find Charge - Finds an existing charge by its Stripe ID. Find Subscription - Finds an existing subscription. Actions Create Subscription - Creates a new subscription. Update Customer - Updates a customer. Cancel Subscription - Cancels an existing subscription. Create Customer - Creates a new customer. Limitations Stripe's webhook limit affects workflows using Stripe (Legacy) as a trigger. Because each Zap creates a separate webhook, you can only have a total of 16 live webhooks endpoints per Stripe account, which includes connections both inside and outside of Zapier. To avoid this limitation, use the Stripe integration instead. If you must use this Stripe legacy integration, you can use Paths to create multiple workflows from a single trigger, which helps you stay within the webhook limit. API rate limits apply. Stripe API has rate limits of 100 operations per second in live mode and 25 operations per second in sandbox mode, with individual endpoints limited to 25 requests per second by default - . Stripe sends amount data in cents (e.g., 197000 instead of 1970.00 ). To send emails by the \"Receipt Email\" field, you need to have email receipts enabled within Stripe . Templates View all of Stripe (Legacy)'s templates . Use cases How to add Stripe sales as new rows in Google Sheets How automation helped us get better customer reviews 5 simple ways to automate bookkeeping Additional Stripe (Legacy) resources Zapier's Stripe (Legacy) integration page Stripe's Help Center Stripe's API documentation ", "error": null, "slug": "stripe-legacy", "help_title": "How to get started with Stripe (Legacy) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496043846285-How-to-get-started-with-Thinkific-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496043846285-How-to-get-started-with-Thinkific-on-Zapier", "title": "How to get started with Thinkific on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Thinkific app on Zapier, you must have: An active Thinkific account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Thinkific How to get started with Thinkific on Zapier Updated May 29, 2026 18:13 Thinkific and Zapier connect to automate your online course business. You can trigger actions when students enroll or complete courses and enroll users automatically. Prerequisites To use the Thinkific app on Zapier, you must have: An active Thinkific account. Triggers work on all Thinkific plans . However, you need a Thinkific Grow plan or higher subscription for using Zapier Actions. Site Admin access or Site Owner permissions in your Thinkific account to authorize the integration. The Zapier app installed from the Thinkific App Store before creating Zap workflows. Connect Thinkific to Zapier To create an app connection to Thinkific on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Thinkific . Click Add connection . A new browser tab or window will open. In the Subdomain : Enter your Thinkific subdomain . You can find your subdomain in your Thinkific dashboard under Settings Code & analytics API. Click Yes, Continue to Thinkific . Log into Thinkific to authenticate. Grant Zapier permission to access your account if prompted to. Your Thinkific account is now successfully connected to Zapier. About Thinkific's app", "text": "How to get started with Thinkific on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Thinkific How to get started with Thinkific on Zapier Updated May 29, 2026 18:13 Thinkific and Zapier connect to automate your online course business. You can trigger actions when students enroll or complete courses and enroll users automatically. Prerequisites To use the Thinkific app on Zapier, you must have: An active Thinkific account. Triggers work on all Thinkific plans . However, you need a Thinkific Grow plan or higher subscription for using Zapier Actions. Site Admin access or Site Owner permissions in your Thinkific account to authorize the integration. The Zapier app installed from the Thinkific App Store before creating Zap workflows. Connect Thinkific to Zapier To create an app connection to Thinkific on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Thinkific . Click Add connection . A new browser tab or window will open. In the Subdomain : Enter your Thinkific subdomain . You can find your subdomain in your Thinkific dashboard under Settings Code & analytics API. Click Yes, Continue to Thinkific . Log into Thinkific to authenticate. Grant Zapier permission to access your account if prompted to. Your Thinkific account is now successfully connected to Zapier. About Thinkific's app Triggers, searches, and actions Triggers Course Completed - Triggers when a user completes a course. (Instant) New Free Preview Enrollment - Triggers when a user enrolls in the free preview of your course. (Instant) New Lead - Triggers when a new lead is created. (Instant) New User - Triggers when a new user is created. (Instant) Lesson Completed - Triggers when a user completes a lesson in one of your courses and better track student progress. (Instant) New Full Enrollment - Triggers when a user enrolls in your course. (Instant) New Order - Triggers when a new purchase has been made. (Instant) Subscription Cancelled - Triggers when a user cancels their subscription to a Course or Bundle. (Instant) Searches Search Users - Triggers when searching for users in Thinkific by ID or email. Actions Enroll User - Creates or finds a user in your Thinkific site, and enrolls them in a course or bundle. Available on our Grow plan and above. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Unenroll User - End a student's enrollment in a course or bundle either immediately or at a specified date. Available on our Grow plan and above. Limitations API rate limits of 120 requests per minute for REST API calls, with 429 errors returned when exceeded. Custom fields can only be sent out of Thinkific to other applications on initial sign up using the \"New User\" trigger only, they cannot be sent into Thinkific. New Full Enrollment trigger will not run on bundle enrollments, only individual enrollments trigger the automation. The New Order trigger will not generate orders for free courses with the two-page checkout, though they do with single-page checkout. Templates View all of Thinkific's templates . Use cases 4 ways to automate Thinkific Additional Thinkific resources Zapier's Thinkific integration page Thinkific's Help Center Thinkific's API documentation ", "error": null, "slug": "thinkific", "help_title": "How to get started with Thinkific on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39751901210125-How-to-get-started-with-Circle-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39751901210125-How-to-get-started-with-Circle-on-Zapier", "title": "How to get started with Circle on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Circle app on Zapier, you must have: A Circle Professional plan or higher. Admin privileges in your Circle community to create API tokens .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Circle How to get started with Circle on Zapier Updated September 23, 2025 10:01 Circle and Zapier connect to automate community management. You can trigger actions when new members join and create posts or send messages automatically. Prerequisites To use the Circle app on Zapier, you must have: A Circle Professional plan or higher. Admin privileges in your Circle community to create API tokens . Connect Circle to Zapier To create an app connection to Circle on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Circle . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your Circle API token . Click Yes, Continue to Circle . Your Circle account is now successfully connected to Zapier. About Circle's app", "text": "How to get started with Circle on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Circle How to get started with Circle on Zapier Updated September 23, 2025 10:01 Circle and Zapier connect to automate community management. You can trigger actions when new members join and create posts or send messages automatically. Prerequisites To use the Circle app on Zapier, you must have: A Circle Professional plan or higher. Admin privileges in your Circle community to create API tokens . Connect Circle to Zapier To create an app connection to Circle on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Circle . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your Circle API token . Click Yes, Continue to Circle . Your Circle account is now successfully connected to Zapier. About Circle's app Triggers, searches, and actions Triggers Member Removed - Triggers when a member is removed from the community. (Polling) Content Rejected - Triggers when a flagged content is rejected (Polling) New Space Created - Triggers when a new space is created. (Polling) New Community - Triggers when a new community is created by the user. (Polling) New Member Canceled Subscription - Triggers when a member subscription is cancelled. (Polling) New Member Past Due Subscription - Triggers when a member subscription becomes past due. (Polling) New Event Created - Triggers when a new event is created. (Polling) New Tagged Member - Triggers when a member is tagged with a member tag. (Polling) Member Completed Course - Triggers when a member completes a course. (Polling) Member Completed Course Section - Triggers when a member completes a section in a course. (Polling) New Member Added - Triggers when a new member joins the community, or when a member is added by an admin with a password set. (Polling) Quiz Failed - Triggers when a quiz is failed (Polling) Content Approved - Triggers when a flagged content is approved (Polling) New Access Group - Triggers when an access group is created. (Polling) New Comment Posted - Triggers when a new comment is posted. (Polling) New Member Active Subscription - Triggers when a new member subscription is activated. This includes trial subscriptions. (Polling) New Member Paid Charge - Triggers when a member charge is paid. (Polling) New Member Refunded Charge - Triggers when a member charge is refunded. (Polling) New Event RSVP - Triggers when a member RSVPs into an event. (Polling) New Post - Triggers when a new post is created. (Polling) Searches Has Member Tag - Verify that a member has a specific member tag assigned to them on your community. Is Member of Space Group - Verify that a member belongs to a specific space group on your community. Actions Add Member to Access Group - Add a member to an access group. Add Member to Space - Add a member to a space. Create Contact - Creates a new contact in your community Create Course Section - Creates a new section in a course. Create Post - Creates a new post on a community. Mark Course Lesson as Completed - Marks a course lesson as completed for a member. Remove Member From Space Group - Remove a member from a space group. Remove Member - Remove a member from your community. Send Direct Message - Send a direct message to a member. Tag Member - Tag a community member with a member tag. Untag Member - Remove a member tag from a community member. Update Member - Update community member Limitations Rate limiting of 2000 requests per 5 minutes per IP address applies to all API usage. Monthly API request limits vary by plan . API usage counts are not updated in real-time and may take up to 5 minutes to reflect after making requests. Templates View all of Circle's templates . Use cases 4 ways to automate Circle Additional Circle resources Zapier's Circle integration page Circle's Help Center Circle's API documentation ", "error": null, "slug": "circle", "help_title": "How to get started with Circle on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496041077133-Common-Problems-with-Intercom", "final_url": "https://help.zapier.com/hc/en-us/articles/8496041077133-Common-Problems-with-Intercom", "title": "Common Problems with Intercom", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Intercom Common Problems with Intercom Updated March 05, 2026 12:40 I'm getting an \"Not authorized to access resource\" error This is an issue with permissions for your Intercom API Key. Make sure the API key connected to Zapier has both read and write access. Some of my custom attributes are missing In Intercom, you can have user custom attributes or company custom attributes. The New User trigger will only send the user custom attributes. Even though it does send some basic information about the company, it will not include company custom attributes. New conversations aren't triggering This trigger will trigger if a conversation is with a user OR if the conversation is initiated by a lead. If you're popping up an automated message that a lead responds to, then this conversation will not trigger the zap. Another reason for a conversation not triggering is assignment rules. Unfortunately, if you have assignment rules picking up conversations, that'll stop them from triggering the zap. Not all users are triggering my zap If you have the Intercom Acquire product, it means some visitors to your site can interact with you via chat, before they sign up. Those are called \"Leads\" in Intercom and will use the New Lead trigger. If those leads then sign up, they are now users. However, they won't show up on the New User trigger. They can be caught using the Lead Converted to User trigger. Using these two together should give you all your \"users\". Create/Update User action is creating duplicate users The user has to match on both email and User ID, so if the user's email or user ID changed, a new user will be created. There are three possible scenarios: User does not exist. The Create/Update User action sends an email and User ID. A new user gets created with those attributes. User exists but does not have a user ID set. The Create/Update User action sends the email and User ID. The match is done on the email and the User ID is added to the existing user. User exists and has a user ID set. The Create/Update User action sends the email and User ID. If both match, it'll update the record. If either does not match, it'll create a new record. If you only send the email, it'll update the record. My \"Lead Converted to User\" trigger is not firing One reason why the webhook may not fire is because the User the Lead was merged into already existed.The webhook", "text": "Common Problems with Intercom &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Intercom Common Problems with Intercom Updated March 05, 2026 12:40 I'm getting an \"Not authorized to access resource\" error This is an issue with permissions for your Intercom API Key. Make sure the API key connected to Zapier has both read and write access. Some of my custom attributes are missing In Intercom, you can have user custom attributes or company custom attributes. The New User trigger will only send the user custom attributes. Even though it does send some basic information about the company, it will not include company custom attributes. New conversations aren't triggering This trigger will trigger if a conversation is with a user OR if the conversation is initiated by a lead. If you're popping up an automated message that a lead responds to, then this conversation will not trigger the zap. Another reason for a conversation not triggering is assignment rules. Unfortunately, if you have assignment rules picking up conversations, that'll stop them from triggering the zap. Not all users are triggering my zap If you have the Intercom Acquire product, it means some visitors to your site can interact with you via chat, before they sign up. Those are called \"Leads\" in Intercom and will use the New Lead trigger. If those leads then sign up, they are now users. However, they won't show up on the New User trigger. They can be caught using the Lead Converted to User trigger. Using these two together should give you all your \"users\". Create/Update User action is creating duplicate users The user has to match on both email and User ID, so if the user's email or user ID changed, a new user will be created. There are three possible scenarios: User does not exist. The Create/Update User action sends an email and User ID. A new user gets created with those attributes. User exists but does not have a user ID set. The Create/Update User action sends the email and User ID. The match is done on the email and the User ID is added to the existing user. User exists and has a user ID set. The Create/Update User action sends the email and User ID. If both match, it'll update the record. If either does not match, it'll create a new record. If you only send the email, it'll update the record. My \"Lead Converted to User\" trigger is not firing One reason why the webhook may not fire is because the User the Lead was merged into already existed.The webhook triggers when a 'Lead signs up to your app'. If the user record already exists, Intercom make the assumption that they already signed up and doesn't fire the webhook. However, if a lead is converted to a user that didn't previously exist, Intercom will fire the webhook. My created company isn't showing up in Intercom When a company is created in Intercom (via a \"Find or Create Company\" step for instance) it won't show up in Intercom's UI until a user has been associated with that company. This can be done via the \"Create/Update User\" action. Once a user has been associated to a company, the company should show up in Intercom. ", "error": null, "slug": "intercom", "help_title": "Common Problems with Intercom"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496012179341-Common-Problems-with-Thinkific-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496012179341-Common-Problems-with-Thinkific-on-Zapier", "title": "Common Problems with Thinkific on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Thinkific on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Thinkific Common Problems with Thinkific on Zapier Updated May 29, 2026 18:13 A Note On Bundles, Courses, and the \"New Full Enrollment\" Trigger When a Course is added to a Bundle, all Users who are subscribed to a Bundle will be automatically Enrolled in the Course. One note to keep in mind is that this means that any Zap workflows powered by the \"New Full Enrollment\" Trigger will run for each User subscribed to that Bundle. It is advisable to consider temporarily turning off any of these Zap workflows before adding a Course to a Bundle if you do not desire to have that Zap run for each member subscribed to the Bundle. After the Course has been added to the Bundle, the Zap should be able to be turned on with no ill-effects. ", "error": null, "slug": "thinkific", "help_title": "Common Problems with Thinkific on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/29527732684045-Action-required-for-LinkedIn-Ads-users", "final_url": "https://help.zapier.com/hc/en-us/articles/29527732684045-Action-required-for-LinkedIn-Ads-users", "title": "Action required for LinkedIn Ads users", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 Action required for LinkedIn Ads users Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier is improving the LinkedIn Ads apps for LinkedIn’s lead sync API migration. This will support leads from sources such as company and product pages. As a result of this work, you will need to reconnect your LinkedIn Ads connections to Zapier. Here’s what you need to know about the update: All LinkedIn Ads app connections will be updated to the latest app version on January 13, 2025. LinkedIn Ads app connections will need to be reconnected by January 12, 2025. If you don’t reconnect your LinkedIn Ads connection(s) by then, your Zap workflows will stop working. Each LinkedIn profile must only have one app connection between LinkedIn Ads and Zapier at one time. How to reconnect your LinkedIn Ads account Before you reconnect Before you reconnect your connection(s), you must confirm that you have only one Zapier app connection per LinkedIn profile. If you have multiple app connections to LinkedIn Ads to the same LinkedIn profile, you’ll need to: Update all of your Zap workflows to use the same app connection. Disconnect all additional app connections. View all LinkedIn Ads app connections and associated Zap workflows with your Zapier account. Shared app connections If you have shared connection(s) to the same LinkedIn profile in your Zapier account, you’ll need to: Ask teammates to update all Zap workflows to use only one shared app connection. Edit the connection's name so you and your teammates can identify the app connection to use. Once all teammates have confirmed they’ve updated their Zap workflows, disconnect all additional app connections. Reconnect Go to the Apps page . Search for and select LinkedIn Ads . In the Connections tab for that app, click the three dot icon next to the app connection. In the dropdown menu, click Reconnect . A new browser tab or window will open. Follow the instructions to reconnect to LinkedIn. The app connection will be reconnected for all Zap workflows that use it. Note The “added date” for the app connection will not change, but the connection label will update from the first and last name to your LinkedIn profile’s vanity name and your name in parentheses. For example, t", "text": "Action required for LinkedIn Ads users &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 Action required for LinkedIn Ads users Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier is improving the LinkedIn Ads apps for LinkedIn’s lead sync API migration. This will support leads from sources such as company and product pages. As a result of this work, you will need to reconnect your LinkedIn Ads connections to Zapier. Here’s what you need to know about the update: All LinkedIn Ads app connections will be updated to the latest app version on January 13, 2025. LinkedIn Ads app connections will need to be reconnected by January 12, 2025. If you don’t reconnect your LinkedIn Ads connection(s) by then, your Zap workflows will stop working. Each LinkedIn profile must only have one app connection between LinkedIn Ads and Zapier at one time. How to reconnect your LinkedIn Ads account Before you reconnect Before you reconnect your connection(s), you must confirm that you have only one Zapier app connection per LinkedIn profile. If you have multiple app connections to LinkedIn Ads to the same LinkedIn profile, you’ll need to: Update all of your Zap workflows to use the same app connection. Disconnect all additional app connections. View all LinkedIn Ads app connections and associated Zap workflows with your Zapier account. Shared app connections If you have shared connection(s) to the same LinkedIn profile in your Zapier account, you’ll need to: Ask teammates to update all Zap workflows to use only one shared app connection. Edit the connection's name so you and your teammates can identify the app connection to use. Once all teammates have confirmed they’ve updated their Zap workflows, disconnect all additional app connections. Reconnect Go to the Apps page . Search for and select LinkedIn Ads . In the Connections tab for that app, click the three dot icon next to the app connection. In the dropdown menu, click Reconnect . A new browser tab or window will open. Follow the instructions to reconnect to LinkedIn. The app connection will be reconnected for all Zap workflows that use it. Note The “added date” for the app connection will not change, but the connection label will update from the first and last name to your LinkedIn profile’s vanity name and your name in parentheses. For example, the vanity name for this LinkedIn profile URL https://www.linkedin.com/in/sue-nelson-82b292298/ is sue-nelson-82b292298 , so the updated connection label will display as sue-nelson-82b292298 (Sue Nelson) . FAQs What happens if I do not reconnect my LinkedIn Ads connection(s)? What happens if I do not reconnect my LinkedIn Ads connection(s)? If you do not reconnect your LinkedIn Ads connection(s) by January 12, 2025, your Zap workflows using LinkedIn Ads will stop working. If you have email notifications turned on, you will receive an email notifying you that your Zap(s) turned off. This is because your affected Zap(s) have been updated to the latest app version, which requires additional permissions. To fix this, update your Zap workflows to a single app connection and then reconnect it. What happens if I do not remove multiple app connections but reconnect them?What are the best practices for LinkedIn Ads connections on Zapier?What to do if any leads are missing?My Zap workflows are updated, but question fields are missing What happens if I do not remove multiple app connections but reconnect them? Having multiple app connections to the same LinkedIn profile within your Zapier account will cause connection issues. Other app connections will become invalid, and your Zap workflows will stop working. Example This Zapier account contains 3 Linked app connections: 2 for Sally and 1 for Brian. Sally’s Zap workflows are divided between 2 app connections. If she doesn’t consolidate them into a single connection, changes to one connection will affect only the Zap workflows linked to it. If she reconnects one connection, the Zap workflows linked to the other will stop working, causing disruption to 2 of her Zap workflows. In contrast, Brian has one app connection to their LinkedIn profile, which all of their Zap workflows are connected to. When they reconnect to LinkedIn Ads, their Zap workflows will continue to run as normal. In Sally’s case, she will need to ensure all Zap workflows are connected to a single app connection before reconnecting it. What are the best practices for LinkedIn Ads connections on Zapier? What are the best practices for LinkedIn Ads connections on Zapier? You must only have one app connection per LinkedIn profile to Zapier at one time. This means you should not share credentials across different Zapier profiles. You can have multiple app connections on Zapier, as long as they are for different LinkedIn profiles. Zapier recommends not sharing LinkedIn profile credentials with others to avoid connection issues. What to do if any leads are missing? What to do if any leads are missing? If you notice missing leads from your Zap, you can manually export them from LinkedIn and import them into another app using Zapier. To do this: Download leads by form or campaign from LinkedIn Campaign into a CSV file. Review the exported leads to ensure there are no duplicates before importing them into Zapier. Zapier cannot deduplicate leads that have already been imported. Import your CSV file into a spreadsheet app such as Zapier Tables . Then, create a Zap to send your imported data to your other apps. Learn step-by-step about how to transfer existing data using a spreadsheet. My Zap workflows are updated, but question fields are missing My Zap workflows are updated, but question fields are missing If your Zap workflows did not have a form selected, we could not pull the latest question fields from LinkedIn Ads. As a result, mapped fields now appear with a yellow exclamation mark, indicating they are no longer available. Previously, questions were identified by ID (question_0). Now they are identified by name, simplifying identification. To fix this, retest and remap fields in your affected Zap workflows. If you used these fields for any conditional or branching logic , you'll also need to update that logic. ", "error": null, "slug": "linkedin-ads", "help_title": "Action required for LinkedIn Ads users"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496049749133-How-to-get-started-with-LinkedIn-Ads-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496049749133-How-to-get-started-with-LinkedIn-Ads-on-Zapier", "title": "How to get started with LinkedIn Ads on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the LinkedIn Ads app on Zapier, you must have: A LinkedIn Campaign Manager account with proper permissions: You must be assigned as both the Account Manager or Campaign Manager role on the ads account in the Campaign Manager tool, as well as the Company Page Admin or Lead Gen Forms Manager role. At least Viewer permissions within the LinkedIn ads account to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM LinkedIn Ads How to get started with LinkedIn Ads on Zapier Updated April 10, 2026 17:04 LinkedIn Ads and Zapier connect to automate lead capture. You can trigger actions when new lead gen form responses arrive and add contacts to audiences. Available on plans: Free Professional Team Enterprise Prerequisites To use the LinkedIn Ads app on Zapier, you must have: A LinkedIn Campaign Manager account with proper permissions: You must be assigned as both the Account Manager or Campaign Manager role on the ads account in the Campaign Manager tool, as well as the Company Page Admin or Lead Gen Forms Manager role. At least Viewer permissions within the LinkedIn ads account to connect LinkedIn Lead Gen Forms with Zapier. For using the New Event Form Response trigger, you will need permission as super admin or content admin of a company page. Learn more about using event forms with Zapier. A paid Zapier plan, as LinkedIn Ads is a premium app on Zapier. Connect LinkedIn Ads to Zapier To create an app connection to LinkedIn Ads on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LinkedIn Ads . Click Add connection . A new browser tab or window will open. Log into LinkedIn Ads to authenticate. Grant Zapier permission to access your account if prompted to. Your LinkedIn Ads account is now successfully connected to Zapier. About LinkedIn Ads's app", "text": "How to get started with LinkedIn Ads on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM LinkedIn Ads How to get started with LinkedIn Ads on Zapier Updated April 10, 2026 17:04 LinkedIn Ads and Zapier connect to automate lead capture. You can trigger actions when new lead gen form responses arrive and add contacts to audiences. Available on plans: Free Professional Team Enterprise Prerequisites To use the LinkedIn Ads app on Zapier, you must have: A LinkedIn Campaign Manager account with proper permissions: You must be assigned as both the Account Manager or Campaign Manager role on the ads account in the Campaign Manager tool, as well as the Company Page Admin or Lead Gen Forms Manager role. At least Viewer permissions within the LinkedIn ads account to connect LinkedIn Lead Gen Forms with Zapier. For using the New Event Form Response trigger, you will need permission as super admin or content admin of a company page. Learn more about using event forms with Zapier. A paid Zapier plan, as LinkedIn Ads is a premium app on Zapier. Connect LinkedIn Ads to Zapier To create an app connection to LinkedIn Ads on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LinkedIn Ads . Click Add connection . A new browser tab or window will open. Log into LinkedIn Ads to authenticate. Grant Zapier permission to access your account if prompted to. Your LinkedIn Ads account is now successfully connected to Zapier. About LinkedIn Ads's app Triggers, searches, and actions Triggers New Lead Gen Form Response (Organic Content) - Triggers when you receive a new form response tied to a Company Page, Product Page, or Event. (Instant trigger) New Lead Gen Form Response (Sponsored content) - Triggers when you receive a new form response for an ad. (Instant trigger) Searches No search actions available for LinkedIn Ads Actions Add Company to Audience - Adds a Company to an Audience. Create Audience - Creates an Audience that you can add Contacts or Companies to. Create Report - Creates a new report. Add Contact to Audience - Adds a Contact to an Audience. Remove Email from Audience - Removes an email address from an Audience. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Only one app connection per LinkedIn profile is allowed at one time. You cannot share credentials across different Zapier accounts. Authentication expires every 60 days and requires manual reconnection to continue receiving leads. Test records cannot be received from real account data. Triggers can only receive test data sent through LinkedIn's testing tool during setup. All test records from LinkedIn's testing tool have the same Lead ID and cannot trigger the Zap. When using Add Company to Audience action, audiences only appear in dropdown if they were created using Zapier's Create Audience action. Field mapping breaks when LinkedIn form field names are changed, requiring retesting and remapping. LinkedIn API enforces rate limits with maximum number of API calls per 24-hour period, resetting at midnight UTC daily. Templates View all of LinkedIn Ads's templates . Use cases How to automate LinkedIn Ads with Zapier Your guide to LinkedIn automation How to send email alerts for LinkedIn Ads How to send custom notifications for new LinkedIn leads How to add leads from LinkedIn Ads to Google Sheets Tip Want more cost-effective LinkedIn ads? The LinkedIn Conversions app shows you which ads drive results, helping you improve ROI. It’s free to use on Zapier— learn how to get started . Additional LinkedIn Ads resources Zapier's LinkedIn Ads integration page LinkedIn Ads's Help Center LinkedIn Ads's API documentation ", "error": null, "slug": "linkedin-ads", "help_title": "How to get started with LinkedIn Ads on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495977468301-How-to-get-started-with-Intercom-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495977468301-How-to-get-started-with-Intercom-on-Zapier", "title": "How to get started with Intercom on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Intercom app on Zapier, you must have: An active Intercom account (any plan - Essential, Advanced, or Expert). For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Intercom How to get started with Intercom on Zapier Updated August 10, 2026 10:41 Intercom and Zapier connect to automate customer support. You can trigger actions when new conversations start and create or update users and leads. Prerequisites To use the Intercom app on Zapier, you must have: An active Intercom account (any plan - Essential, Advanced, or Expert). For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Intercom instance requires IP allowlisting. Connect Intercom to Zapier To create an app connection to Intercom on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Intercom . Click Add connection . A new browser tab or window will open. Log into Intercom to authenticate. Grant Zapier permission to access your account if prompted to. Your Intercom account is now successfully connected to Zapier. About Intercom's app", "text": "How to get started with Intercom on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Intercom How to get started with Intercom on Zapier Updated August 10, 2026 10:41 Intercom and Zapier connect to automate customer support. You can trigger actions when new conversations start and create or update users and leads. Prerequisites To use the Intercom app on Zapier, you must have: An active Intercom account (any plan - Essential, Advanced, or Expert). For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Intercom instance requires IP allowlisting. Connect Intercom to Zapier To create an app connection to Intercom on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Intercom . Click Add connection . A new browser tab or window will open. Log into Intercom to authenticate. Grant Zapier permission to access your account if prompted to. Your Intercom account is now successfully connected to Zapier. About Intercom's app Triggers, searches, and actions Triggers Lead Added Email (Instant) - Triggers when a Lead enters an email address. New Lead (Instant) - Triggers when a new Lead is created. Tag Added to Lead (Instant) - Triggers when a Lead is tagged. New AI Summary (Instant) - Triggers when an AI-generated summary is created for a conversation in Intercom. New Company (Instant) - Triggers when a new Company is created. New Ticket (Instant) - Triggers when a new Ticket is created in Intercom. Tag Added to Conversation (Instant) - Triggers when a Tag is added to a Conversation in Intercom. Updated Contact (Instant) - Triggers when a Contact is updated in Intercom. Tag Added to User (Instant) - Triggers when a User is tagged. Lead Converted to User (Instant) - Triggers when a lead converts to a user. Contact Replied (Instant) - Triggers when a Contact replies to a Conversation in Intercom. New Conversation Rating (Instant) - Triggers when a conversation receives a rating. New Closed Conversation (Instant) - Triggers when you close a Conversation. New Conversation (Instant) - Triggers when a new Conversation is created by a User in Intercom. New User (Instant) - Triggers when a new User is created. Updated Company (Instant) - Triggers when a company is updated. Updated Ticket (Instant) - Triggers when a Ticket is updated in Intercom. New Unsubscription (Instant) - Triggers when a user unsubscribes from Intercom.io emails. Searches Find Conversation - Search for conversations using various criteria. Find Ticket - Search for tickets using various criteria. Retrieve a Conversation - Retrieves a specific conversation by ID, including conversation parts. Find or Create Lead - Find or Create Lead Find Company - Finds an existing company in your Intercom account. Find Lead - Finds an existing Lead. Find User - Finds an existing user. Find or Create Company - Looks up an existing company in your Intercom account. Actions Add Note - Add a note to a user. Create Article - Creates a new article in your Help Center. Create Data Event - Submit a Data Event to your Intercom account. Create Ticket - Create a Ticket Reply to Conversation - Adds a reply or note to an existing Conversation. Send Message to Contact - Sends a message to a contact. Create/Update Lead - Create or update an Intercom lead. If an ID is provided, the lead will be updated. Create/Update User - Update a user within Intercom given their e-mail address. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Tag to Contact - Add a Tag to a specific Intercom Contact. Create Conversation - Creates a new conversation from a contact. Create or Update Company - Creates or Updates a Company in Intercom. Remove Tag From Contact - Remove a Tag from a specific Intercom Contact. Send Incoming Message - Send a Message from a Contact into Intercom to create a new Conversation. Note: you must have a valid plan on Intercom to access this action. Add/Remove Tag on Company - Attach or remove a tag from a specific company. Update Ticket - Updates an existing ticket in Intercom. Create User - Creates a new user in your Intercom app. Limitations The \"Reply and close\" button will not trigger the New Closed Conversation trigger. You must reply and then close the conversation separately for the trigger to work. Templates View all of Intercom's templates . Use cases 7 ways to automate Intercom with Zapier Send a Slack message automatically when Intercom users are tagged Additional Intercom resources Zapier's Intercom integration page Intercom's Help Center Intercom's API documentation ", "error": null, "slug": "intercom", "help_title": "How to get started with Intercom on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/36970405685261-LinkedIn-Ads-fields-no-longer-receive-values", "final_url": "https://help.zapier.com/hc/en-us/articles/36970405685261-LinkedIn-Ads-fields-no-longer-receive-values", "title": "LinkedIn Ads: fields no longer receive values", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "LinkedIn Ads: fields no longer receive values &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM LinkedIn Ads LinkedIn Ads: fields no longer receive values Updated May 29, 2026 18:14 When using one of the LinkedIn Ads triggers in your Zap workflows, expected values are not being received, causing your Zap to error. Causes This issue happens when you change the name of one or more fields in your LinkedIn form. As a result, other Zap steps can no longer recognize the mapped field. How to fix it To fix this: Go to your affected Zap . In the LinkedIn Ads trigger , retest the trigger to pull in the latest sample data. This will refresh the field names. Remap your fields using the new data from the trigger. ", "error": null, "slug": "linkedin-ads", "help_title": "LinkedIn Ads: fields no longer receive values"}
{"url": "https://help.zapier.com/hc/en-us/articles/36970348225933-LinkedIn-Ads-I-m-not-receiving-leads-but-my-Zap-is-on", "final_url": "https://help.zapier.com/hc/en-us/articles/36970348225933-LinkedIn-Ads-I-m-not-receiving-leads-but-my-Zap-is-on", "title": "LinkedIn Ads: I’m not receiving leads, but my Zap is on", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "LinkedIn Ads: I’m not receiving leads, but my Zap is on &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM LinkedIn Ads LinkedIn Ads: I’m not receiving leads, but my Zap is on Updated May 29, 2026 18:14 Your Zap is turned on and uses a LinkedIn Ads trigger, but it's not sending data to other Zap steps. Causes This happens when your LinkedIn Ads authentication expires. LinkedIn Ads must be reconnected after 60 days. How to fix it To fix this: Go to the Apps Connections page. Search for and select LinkedIn Ads . Click Reconnect. A dialog box will appear. Click Reconnect . A new browser tab or window will open. Follow the instructions to connect your LinkedIn Ads account. The LinkedIn Ads connection will be updated for all Zap workflows that use it. ", "error": null, "slug": "linkedin-ads", "help_title": "LinkedIn Ads: I’m not receiving leads, but my Zap is on"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495980307213-How-to-get-started-with-Cognito-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495980307213-How-to-get-started-with-Cognito-Forms-on-Zapier", "title": "How to get started with Cognito Forms on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Cognito Forms app on Zapier, you must have: A Cognito Forms Pro plan or higher. Organization Owner or Administrator permissions in your Cognito Forms account to authorize the connection to Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Cognito Forms How to get started with Cognito Forms on Zapier Updated August 14, 2025 14:30 Cognito Forms and Zapier connect to automate your work. You can trigger actions when new entries are submitted and create or update form entries. Prerequisites To use the Cognito Forms app on Zapier, you must have: A Cognito Forms Pro plan or higher. Organization Owner or Administrator permissions in your Cognito Forms account to authorize the connection to Zapier. Connect Cognito Forms to Zapier To create an app connection to Cognito Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Cognito Forms . Click Add connection . A new browser tab or window will open. Log into Cognito Forms to authenticate. Grant Zapier permission to access your account if prompted to. Your Cognito Forms account is now successfully connected to Zapier. About Cognito Forms's app", "text": "How to get started with Cognito Forms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Cognito Forms How to get started with Cognito Forms on Zapier Updated August 14, 2025 14:30 Cognito Forms and Zapier connect to automate your work. You can trigger actions when new entries are submitted and create or update form entries. Prerequisites To use the Cognito Forms app on Zapier, you must have: A Cognito Forms Pro plan or higher. Organization Owner or Administrator permissions in your Cognito Forms account to authorize the connection to Zapier. Connect Cognito Forms to Zapier To create an app connection to Cognito Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Cognito Forms . Click Add connection . A new browser tab or window will open. Log into Cognito Forms to authenticate. Grant Zapier permission to access your account if prompted to. Your Cognito Forms account is now successfully connected to Zapier. About Cognito Forms's app Triggers, searches, and actions Triggers Entry Deleted (Instant) - Triggers when an entry is deleted. Update Entry (Instant) - Triggers when someone updates an entry. New Entry (Instant) - Triggers when someone fills out your form. Searches Get Document - Gets an entry document. Get Entry - Gets a specified entry. Actions Delete Entry - Deletes a specified entry. Set Form Availability - Sets the availability of a form. Create Entry - Creates a new entry. Update Entry - Updates an entry. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations While you can send Repeating section and Table field data to other platforms, you cannot create an action to populate or update repeating data in Cognito Forms . Cannot update entries with a status of Incomplete or entries with a payment status of Paid. API request limits apply : Pro plan (2,000/month), Team plan (10,000/month), Enterprise plan (100,000/month). Large requests over 100KB count as multiple requests. Using Zapier to create a new entry in Cognito Forms will trigger any notifications enabled on the form (including email notifications/confirmations) to be sent. File attachments sent through Zapier appear listed according to their template ID rather than user-friendly names. Templates View all of Cognito Forms's templates . Use cases 5 ways to automate Cognito Forms Your guide to form and survey automation Additional Cognito Forms resources Zapier's Cognito Forms integration page Cognito Forms's Help Center Cognito Forms's API documentation ", "error": null, "slug": "cognito-forms", "help_title": "How to get started with Cognito Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38813715993101-How-to-get-started-with-Close-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38813715993101-How-to-get-started-with-Close-on-Zapier", "title": "How to get started with Close on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Close app on Zapier, you must have: An active Close account. Appropriate user permissions in Close to access the data you want to sync.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Close How to get started with Close on Zapier Updated August 14, 2025 14:58 Close and Zapier connect to automate your sales work. You can trigger actions when new leads are created and create leads, contacts, or tasks. Prerequisites To use the Close app on Zapier, you must have: An active Close account. Appropriate user permissions in Close to access the data you want to sync. Connect Close to Zapier To create an app connection to Close on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Close . Click Add connection . A new browser tab or window will open. Log into Close to authenticate. Grant Zapier permission to access your account if prompted to. Your Close account is now successfully connected to Zapier. About Close's app", "text": "How to get started with Close on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Close How to get started with Close on Zapier Updated August 14, 2025 14:58 Close and Zapier connect to automate your sales work. You can trigger actions when new leads are created and create leads, contacts, or tasks. Prerequisites To use the Close app on Zapier, you must have: An active Close account. Appropriate user permissions in Close to access the data you want to sync. Connect Close to Zapier To create an app connection to Close on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Close . Click Add connection . A new browser tab or window will open. Log into Close to authenticate. Grant Zapier permission to access your account if prompted to. Your Close account is now successfully connected to Zapier. About Close's app Triggers, searches, and actions Triggers New Call Recording (Instant) - Triggers when a new call recording or voicemail is added to Close. New Call (Instant) - Triggers when a new Call is created or completed. New Contact (Instant) - Triggers when a new contact is created. New or Updated Custom Object (Instant) - Triggers when a Custom Object is created or updated. New Export (Instant) - Triggers when a new Export is created or completed. New Lead (Instant) - Triggers when a new lead is created. New Lead in Smart View (Polling) - Triggers when a new lead is added to a Smart View. New Membership Added or Removed (Instant) - Triggers when a new membership is added to or removed from your Close organization. New Note (Polling) - Triggers when a new Note is created. New Opportunity (Instant) - Triggers when a new opportunity is added. New SMS (Instant) - Triggers when a new inbound SMS is created or an outbound SMS is sent. New Unsubscribed Email (Instant) - Triggers when a new email address is unsubscribed from Close. New Call Transcript (Instant) - Triggers when a new call or voicemail transcript is added to Close. New Contact in Contact Smart View (Polling) - Triggers when a new Contact is added to a Contact Smart View. Published Custom Activity (Instant) - Triggers when a Custom Activity is published (saved). New Email (Instant) - Triggers when a new incoming Email is created or an outgoing Email is sent. New Inbox Item (Instant) - Triggers when a new item is created in your Inbox, Done, or Future folder. New Lead in Status (Instant) - Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status. New Meeting (Instant) - Triggers when a Meeting is scheduled, started, completed, canceled, or declined. New Event (Instant) - Triggers when a new event is created. New Opportunity in Status (Instant) - Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status. New or Updated Workflow Subscription (Instant) - Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error. New Task (Instant) - Triggers when a new task is created or completed. New WhatsApp Message (Instant) - Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent. Searches Find Connected Account - Find a Connected Account you can use to send emails. Find Custom Activity - Finds an existing Custom Activity. Find Group - Find an existing Group. Find Meetings - Find existing Meetings. Find Opportunity - Find an existing Opportunity. Find Task - Find an existing task. Find WhatsApp Messages - Find existing WhatsApp Messages. Find or Create Custom Activity - Find or Create Custom Activity. Find or Create Lead - Find or Create Lead. Find or Create Opportunity - Find or Create Opportunity. Find or Create WhatsApp Message - Find or Create WhatsApp Message. Find Call - Find an existing call. Find Contacts - Find existing Contacts. Find Custom Objects - Find an existing Custom Objects. Find Lead - Find an existing lead. Find Note - Find an existing note. Find Workflow Subscription - Find an existing workflow subscription. Find User - Find an existing Close user. Find or Create Contact - Find or Create Contact. Find or Create Custom Object - Find or Create Custom Object. Find or Create Note - Find or Create Note. Find or Create Task - Find or Create Task. Actions Add Address to Lead - Adds an address to a lead. Delete Logged Call - Delete logged call. Delete Email Address From Contact - Deletes a single email address from an existing contact. Merge Two Leads - Merges one lead into another lead. Create Bulk Action - Creates a new bulk action. You can choose from \"Update the Lead Status,\" \"Update a Custom Field,\" and \"Clear a Custom Field\". Create Bulk Workflow Subscription Action - Creates a new bulk workflow subscription action. Create Contact - Creates a new Contact. Create Custom Object - Creates a new Custom Object. Create Export - Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address. Create Lead - Creates a New Lead. Find Number of Leads in Smart View - Find the total number of leads in a given Smart View. Run Opportunity Report - Runs an opportunity report for your organization. This report will return the data that you see at the top of the \"Opportunities\" page in Close. Run Sent Email Report - Runs a sent email report for your organization. Create Lead Smart View - Creates a new Lead Smart View. Run Status Change Report - Runs a status change report for your organization. Select Random User - Select a random user from your organization. Toggle Forwarding on Phone Number - Turn on and off call forwarding for a specific number. Update Call - Updates an existing Call. Update Custom Activity - Updates an existing Custom Activity. Update Lead - Updates an existing Lead. Update Opportunity - Updates an existing Opportunity. Update Lead Smart View - Updates an existing Lead Smart View. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create WhatsApp Message - Creates a new WhatsApp message. Delete Email - Delete an email on a lead. Export Activity Report to CSV - Exports an activity overview or an activity comparison report to a CSV file. Run Activity Overview Report - Runs an activity overview report for your organization. Create Bulk Email - Creates a new bulk email. Create Call - Creates a new call. Create Custom Activity - Creates a new Custom Activity. Create Email - Creates a new email. Add User - Adds a new user to your Close organization. Create Note - Creates a new note. Run Opportunity Funnel Report - Runs an Opportunity Funnel report for your organization. Create Opportunity - Creates a new opportunity. Subscribe Contact to Workflow - Subscribes a contact to a Workflow. Create SMS - Creates a new SMS. Create Task - Creates a new Task. Resubscribe Email - Resubscribes an email address. Unsubscribe Email - Unsubscribes an email address. Update Contact - Updates an existing Contact. Update Custom Object - Updates an existing Custom Object. Update Note - Updates an existing Note. Update Workflow Subscription - Updates an existing Workflow Subscription. Update Task - Updates an existing Task. Limitations Close has migrated from API keys to OAuth for Zapier integrations , which may require updating existing connections. Templates View all of Close's templates . Use cases How to use automation to close high value deals Analyze sales calls to close more deals with Zapier Agents 6 Close automation ideas Additional Close resources Zapier's Close integration page Close's Help Center Close's API documentation ", "error": null, "slug": "close", "help_title": "How to get started with Close on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40115402396557-How-to-use-the-Remove-All-Digests-action", "final_url": "https://help.zapier.com/hc/en-us/articles/40115402396557-How-to-use-the-Remove-All-Digests-action", "title": "How to use the Remove All Digests action", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to use the Remove All Digests action &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS How to use the Remove All Digests action Updated May 29, 2026 18:18 The Remove All Digests action in Digest by Zapier deletes specified digests and their entries. This is useful if a digest has reached its 1,500-entry limit , or you need to delete unneeded digests. This article will explain how to set up and use this action. Caution: permanent deletion The Remove All Digests action permanently deletes one or more specified digests and all their stored entries. This is considered an advanced action, and once executed, cannot be undone. Any digests and entries deleted during testing cannot be recovered. Note As digests are related to your Zapier user ID, this action will remove digests you own and their associated entries in ANY account you've joined, not just the one you're currently signed on to. Setting up the Remove All Digests action In the Configure tab for this action, you'll find the following fields to complete: Filters You can use filters to restrict which digests to remove: Digest Name Prefix : Deletes digests whose name starts with a specific text. Digest Name Postfix : Deletes digests whose name ends with a specific text. Digest Name Contains : Deletes digests whose name contains a specific text anywhere. Digest Name Exact Match : Deletes digests whose name exactly matches this text. Filters use an AND logical operator. This means the action will delete any digest that matches any of the filter fields (Prefix, Postfix, Contains, Exact Match). You can use more than one filter field to delete multiple digests at once. Example You set the field Digest Name Prefix to Q1_ and the field Digest Name Contains to report . The action will delete both the digest named Q1_Sales and the one named Financial_report . Global deletion control The field If none of the filters are provided, remove all digests? determines the action's behavior none of the filter fields (prefix, postfix, contains, or exact match filters) are used. There are two options: False (Default): If no filters are specified, the action will do nothing. True : If none of the filter fields are set, the action will delete all digests associated with your Zapier user ID. This includes digests created by you in accounts other than the one you're currently signed on to. Error handling The field Throw an error if a digest could not be deleted? determines what your workflow should do if the action attempts to delete a digest but fails. You have two options: False (Default): The workflow will continue without displaying any errors in your run. True : The workflow will stop if any selected digest fails to delete. An error will appear in your run. Common use cases Delete a single digest To delete a specific digest and all associated entries, enter its full name in the Digest Name Exact Match field. Tip If you're unsure of the name of your digest, use the Find Digest action. Click the Digest dropdown to reveal all of your existing digests and confirm the name. Delete all digests To delete all of your digests: Leave all filter fields empty. Set the field If none of the filters are provided, remove all digest? to True . Limitations You cannot delete digests that you do not own. ", "error": null, "slug": "digest", "help_title": "How to use the Remove All Digests action"}
{"url": "https://help.zapier.com/hc/en-us/articles/22220317838861-How-to-get-started-with-TikTok-Lead-Generation-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/22220317838861-How-to-get-started-with-TikTok-Lead-Generation-on-Zapier", "title": "How to get started with TikTok Lead Generation on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the TikTok Lead Generation app on Zapier, you must have: A TikTok Ads Manager account with admin access to that account. At least one Instant Form created in TikTok Ads Manager.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing TikTok Lead Generation How to get started with TikTok Lead Generation on Zapier Updated October 01, 2025 11:21 TikTok Lead Generation and Zapier connect to automate your work. You can trigger actions when new leads are created and add them to CRMs or sheets. Prerequisites To use the TikTok Lead Generation app on Zapier, you must have: A TikTok Ads Manager account with admin access to that account. At least one Instant Form created in TikTok Ads Manager. Connect TikTok Lead Generation to Zapier To create an app connection to TikTok Lead Generation on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select TikTok Lead Generation . Click Add connection . A new browser tab or window will open. Log into TikTok Lead Generation to authenticate. Grant Zapier permission to access your account if prompted to. Your TikTok Lead Generation account is now successfully connected to Zapier. About TikTok Lead Generation's app", "text": "How to get started with TikTok Lead Generation on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing TikTok Lead Generation How to get started with TikTok Lead Generation on Zapier Updated October 01, 2025 11:21 TikTok Lead Generation and Zapier connect to automate your work. You can trigger actions when new leads are created and add them to CRMs or sheets. Prerequisites To use the TikTok Lead Generation app on Zapier, you must have: A TikTok Ads Manager account with admin access to that account. At least one Instant Form created in TikTok Ads Manager. Connect TikTok Lead Generation to Zapier To create an app connection to TikTok Lead Generation on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select TikTok Lead Generation . Click Add connection . A new browser tab or window will open. Log into TikTok Lead Generation to authenticate. Grant Zapier permission to access your account if prompted to. Your TikTok Lead Generation account is now successfully connected to Zapier. About TikTok Lead Generation's app Triggers, searches, and actions Triggers New Lead - Triggers when a new lead is created. (Instant) Searches No searches available Actions No actions available Limitations The Zapier iframe may take more than 10 seconds to load during setup. API rate limits apply with a default of 600 requests per minute for certain endpoints, with potential throttling when limits are exceeded. Templates View all of TikTok Lead Generation's templates . Use cases 5 ways to automate TikTok Lead Generation 4 ways to automate TikTok Conversions Find new customers on TikTok with Omnisend Additional TikTok Lead Generation resources Zapier's TikTok Lead Generation integration page TikTok's Business Help Center TikTok's API documentation ", "error": null, "slug": "tiktok-lead-generation", "help_title": "How to get started with TikTok Lead Generation on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/34054671320205-Important-notice-SMTP-by-Zapier-tool-to-discontinue-port-25", "final_url": "https://help.zapier.com/hc/en-us/articles/34054671320205-Important-notice-SMTP-by-Zapier-tool-to-discontinue-port-25", "title": "Important notice: SMTP by Zapier tool to discontinue port 25", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Important notice: SMTP by Zapier tool to discontinue port 25 Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. To enhance security, reliability, and performance, we’re deprecating SMTP by Zapier app connections using port 25 starting February 17, 2025. Action required: To avoid disruptions to your workflows: Update any Zap workflows that use SMTP: Reconnect your app connections that currently use port 25. Zapier recommends port 587, the industry standard for secure email delivery. Test your updated workflows: Ensure all emails are being sent as expected after the port change. Why are we making this change? Enhancing the SMTP tool: These improvements align the SMTP tool with the Zapier Platform V3 standards , which do not support port 25 within AWS Lambdas. Discontinuing port 25: Port 25 is frequently blocked by internet service providers (ISPs). It lacks support for modern security protocols like encryption. It is primarily designed for server-to-server communication, making it unsuitable for client email submissions. Need help? You can reach out to Zapier Support if you have questions or need help.", "text": "Important notice: SMTP by Zapier tool to discontinue port 25 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Important notice: SMTP by Zapier tool to discontinue port 25 Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. To enhance security, reliability, and performance, we’re deprecating SMTP by Zapier app connections using port 25 starting February 17, 2025. Action required: To avoid disruptions to your workflows: Update any Zap workflows that use SMTP: Reconnect your app connections that currently use port 25. Zapier recommends port 587, the industry standard for secure email delivery. Test your updated workflows: Ensure all emails are being sent as expected after the port change. Why are we making this change? Enhancing the SMTP tool: These improvements align the SMTP tool with the Zapier Platform V3 standards , which do not support port 25 within AWS Lambdas. Discontinuing port 25: Port 25 is frequently blocked by internet service providers (ISPs). It lacks support for modern security protocols like encryption. It is primarily designed for server-to-server communication, making it unsuitable for client email submissions. Need help? You can reach out to Zapier Support if you have questions or need help. ", "error": null, "slug": "smtp", "help_title": "Important notice: SMTP by Zapier tool to discontinue port 25"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496305915917-Send-emails-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496305915917-Send-emails-in-Zap-workflows", "title": "Send emails in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Send emails in Zap workflows Updated August 10, 2026 10:41 With Email by Zapier and SMTP by Zapier, you can send emails in Zap workflows when something happens in another app. If you want an action to take place in another app when you receive new emails, you can trigger your Zap from new emails . Tip You can also connect email apps like Gmail and Outlook to send emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email vs SMTP With Email, Zapier sends the emails on your behalf. With SMTP, Zapier communicates with your mail server, and your mail server sends the emails. Email To prevent spam, there are limits on the number of emails you can send: Trial or Free Zapier plan : You can send up to 5 emails per account per day (24 hours). Paid Zapier plans : You can send up to 10 emails per account per hour. Multi-user Zapier plans (Team, Enterprise) : The hourly limit applies across the entire account. For example, if one team member sends 10 emails within an hour, the entire account will reach the limit, and no one else can send emails via this app until the next hour. If you’re on a trial, free, or Pro Zapier plan, emails you send during testing will only go to your Zapier account email address . Once the Zap is published, emails will go to the intended recipients (To, CC, BCC). You cannot customize the From email address. To comply with CAN-SPAM laws, the \"Stop these emails\" link cannot be removed. Emails sent from a @zapiermail.com email address must be less than 10 MB in size, including attachments. SMTP SMTP stands for Simple Mail Transfer Protocol, which is an Internet standard for email transmission available in Microsoft, Google. and Yahoo! products among millions of mail servers worldwide. With SMTP, the emails are sent using your own mail server. Zapier communicates with the mail server via SMTP to deliver the data, but your mail server is ultimately sending these emails. If you need more information about email delivery statuses, you have to review your mail server's SMTP logs. Zapier only supports either unencrypted (non-TLS on port 2525 etc), and encrypted TLS (STARTTLS over either port 465/587/etc) connections for SMTP. SMTPS over port 465 is not supported. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to ", "text": "Send emails in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Send emails in Zap workflows Updated August 10, 2026 10:41 With Email by Zapier and SMTP by Zapier, you can send emails in Zap workflows when something happens in another app. If you want an action to take place in another app when you receive new emails, you can trigger your Zap from new emails . Tip You can also connect email apps like Gmail and Outlook to send emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email vs SMTP With Email, Zapier sends the emails on your behalf. With SMTP, Zapier communicates with your mail server, and your mail server sends the emails. Email To prevent spam, there are limits on the number of emails you can send: Trial or Free Zapier plan : You can send up to 5 emails per account per day (24 hours). Paid Zapier plans : You can send up to 10 emails per account per hour. Multi-user Zapier plans (Team, Enterprise) : The hourly limit applies across the entire account. For example, if one team member sends 10 emails within an hour, the entire account will reach the limit, and no one else can send emails via this app until the next hour. If you’re on a trial, free, or Pro Zapier plan, emails you send during testing will only go to your Zapier account email address . Once the Zap is published, emails will go to the intended recipients (To, CC, BCC). You cannot customize the From email address. To comply with CAN-SPAM laws, the \"Stop these emails\" link cannot be removed. Emails sent from a @zapiermail.com email address must be less than 10 MB in size, including attachments. SMTP SMTP stands for Simple Mail Transfer Protocol, which is an Internet standard for email transmission available in Microsoft, Google. and Yahoo! products among millions of mail servers worldwide. With SMTP, the emails are sent using your own mail server. Zapier communicates with the mail server via SMTP to deliver the data, but your mail server is ultimately sending these emails. If you need more information about email delivery statuses, you have to review your mail server's SMTP logs. Zapier only supports either unencrypted (non-TLS on port 2525 etc), and encrypted TLS (STARTTLS over either port 465/587/etc) connections for SMTP. SMTPS over port 465 is not supported. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your SMTP mail server requires IP allowlisting. Send emails with Email Send emails with SMTP Send emails with Email In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Email . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. - Select Send Outbound Email . In the To field, enter the email address you want to send this email to. You can add up to five email addresses. In the Subject field, enter a subject line for the email. In the Body (HTML or Plain) field, enter the body of the email. You can use HTML formatting or plain text. Set up any optional fields that you need for your workflow. Click Continue . If you want to perform the action live to test the step, click Test step . - The Data in tab will display the fields and values that you set up in the action step. - The Data out tab will display the fields and values that your app returns as confirmation. If you do not want to test the step live, click Skip test . Next, you can continue setting up your Zap or turn it on. Note For free or trial Zap plans, emails you send during testing will only go to your Zapier account email address . Once the Zap is published, emails will go to the intended recipients (To, CC, BCC). To comply with CAN-SPAM laws, every email sent with Email by Zapier will include a Stop these emails link which allows email recipients to unsubscribe. When a recipient clicks this link, your Zap will be turned off. To send emails again, you must turn the Zap back on. Send emails with SMTP In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select SMTP . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. - Select Send Email . Click Sign In . A new browser tab or window will open. Here, you'll set up your SMTP connection. - Host : This will be the URL for your SMTP server. For example, Gmail's is smtp.gmail.com. - Username : This is typically the username and/or email address you use to log in to your email account - Password : This is the password you use to log in to your email account - Use TLS : This is a Yes/No dropdown that determines whether we connect to your account using TLS/SSL. Consult your email provider's SMTP instructions if you aren't sure which you need. - Port : Zapier lets you choose between Port 587 (default), 80, 110, 465, or 2525. Consult your email provider's SMTP instructions if you aren't sure which you need. - From Email : If you try connecting and run into problems, try filling in this field with the email address for your SMTP account. When you're done, click Yes, Continue to SMTP by Zapier . In the To field, enter the email address you want to send this email to. You can add up to five email addresses. In the Subject field, enter a subject line for the email. In the HTML Body field, enter your email content in HTML formatting . You'll also need to provide a plain text version of the email as a fallback in case the recipient cannot accept HTML. Set up any optional fields that you need for your workflow. Click Continue . If you want to perform the action live to test the step, click Test step . - The Data in tab will display the fields and values that you set up in the action step. - The Data out tab will display the fields and values that your app returns as confirmation. If you do not want to test the step live, click Skip test . Next, you can continue setting up your Zap or turn it on. Note If you get an error with \"503 5.5.1 RCPT\" in the message, this likely means that the email address the Zap was trying to send to was empty or invalid. Double check that you have a valid email address in your trigger test data and Zap history for that Zap, and make changes to the configuration of your Zap if you don't. Format HTML emails To style your email you will need to use HTML. Here's some basic quick start formatting HTML markup: Paragraph: This is a paragraph Links: This is a link Images: Bold: This text is bold Italic: This text is italic Learn more about writing HTML on W3schools . ", "error": null, "slug": "smtp", "help_title": "Send emails in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496040271501-Collect-leads-from-LinkedIn-Events-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496040271501-Collect-leads-from-LinkedIn-Events-with-Zapier", "title": "Collect leads from LinkedIn Events with Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn Events Collect leads from LinkedIn Events with Zapier Updated October 04, 2024 10:31 With LinkedIn Event Registration Forms, you can collect registrant info like name, email, job title, company, and country. LinkedIn Events are free to create and host. To use this app with Zapier: The connected user must be either a super admin or content admin of a company page. Read more about LinkedIn Company Page permissions . Your event must be public and have the registration form enabled. If you’ve previously used LinkedIn Lead Gen Forms for Ads, you will need to reconnect before creating a LinkedIn Events form Zap, as the trigger uses a different API. You can find more details about how to set up an event registration form on LinkedIn's help center . Note Using Lead Gen Forms (instead of event forms) with Zapier requires a different set of permissions. Find out how to connect LinkedIn Ads to Zapier . Tip Want more cost-effective LinkedIn ads? The LinkedIn Conversions app shows you which ads drive results, helping you improve ROI. It’s free to use on Zapier— learn how to get started .", "text": "Collect leads from LinkedIn Events with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn Events Collect leads from LinkedIn Events with Zapier Updated October 04, 2024 10:31 With LinkedIn Event Registration Forms, you can collect registrant info like name, email, job title, company, and country. LinkedIn Events are free to create and host. To use this app with Zapier: The connected user must be either a super admin or content admin of a company page. Read more about LinkedIn Company Page permissions . Your event must be public and have the registration form enabled. If you’ve previously used LinkedIn Lead Gen Forms for Ads, you will need to reconnect before creating a LinkedIn Events form Zap, as the trigger uses a different API. You can find more details about how to set up an event registration form on LinkedIn's help center . Note Using Lead Gen Forms (instead of event forms) with Zapier requires a different set of permissions. Find out how to connect LinkedIn Ads to Zapier . Tip Want more cost-effective LinkedIn ads? The LinkedIn Conversions app shows you which ads drive results, helping you improve ROI. It’s free to use on Zapier— learn how to get started . ", "error": null, "slug": "linkedin-ads", "help_title": "Collect leads from LinkedIn Events with Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38808264809229-How-to-get-started-with-CallRail-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38808264809229-How-to-get-started-with-CallRail-on-Zapier", "title": "How to get started with CallRail on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the CallRail app on Zapier, you must have: An active CallRail account with any paid plan.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Callrail How to get started with CallRail on Zapier Updated May 29, 2026 18:13 CallRail and Zapier connect to track calls and capture leads. You can trigger actions when calls complete or forms submit and create CRM records or send data to spreadsheets. Prerequisites To use the CallRail app on Zapier, you must have: An active CallRail account with any paid plan. Connect CallRail to Zapier To create an app connection to CallRail on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select CallRail . Click Add connection . A new browser tab or window will open. Log into CallRail to authenticate. Grant Zapier permission to access your account if prompted to. Your CallRail account is now successfully connected to Zapier. About CallRail's app", "text": "How to get started with CallRail on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Callrail How to get started with CallRail on Zapier Updated May 29, 2026 18:13 CallRail and Zapier connect to track calls and capture leads. You can trigger actions when calls complete or forms submit and create CRM records or send data to spreadsheets. Prerequisites To use the CallRail app on Zapier, you must have: An active CallRail account with any paid plan. Connect CallRail to Zapier To create an app connection to CallRail on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select CallRail . Click Add connection . A new browser tab or window will open. Log into CallRail to authenticate. Grant Zapier permission to access your account if prompted to. Your CallRail account is now successfully connected to Zapier. About CallRail's app Triggers, searches, and actions Triggers Phone Call Completed - Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires. (Instant) Phone Call Started - Triggers when an inbound phone call is started. (Instant) Company Created - Triggers when a new Company is created. (Instant) Form Capture Tagged - Triggers when a form capture is tagged. (Instant) Session Tracker Created - Triggers when a Session Tracker is created. (Instant) SMS Sent - Triggers when an SMS message is sent. (Instant) User Created - Triggers when a User is created. (Instant) Phone Call Marked as Spam - Triggers when a phone call is marked as \"Spam\". (Instant) Phone Call Tagged - Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger. (Instant) Form Captured - Triggers when a form is captured. (Instant) Outbound Call Completed - Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires. (Instant) SMS Received - Triggers when an SMS message is received. (Instant) Source Tracker Created - Triggers when a Source Tracker is created. (Instant) Searches No searches available for this app. Actions No actions available for this app. Limitations API Rate Limits apply . CallRail limits API requests to 1,000 per hour and 10,000 per day for general API requests, with additional limits for SMS (150/hour, 1,000/day) and outbound calls (100/hour, 2,000/day). API key app connections are no longer supported. When testing triggers, the sample data will not use live data from your CallRail account. However, you can edit test records . CallRail does not have a specific trigger for missed calls in Zapier. Instead, use the Call Completed trigger and filter by answered = false to capture missed calls. Because of the authorization method Zapier uses, the Zapier integration will appear as inactive in CallRail . Templates View all of CallRail's templates . Use cases 7 ways to automate CallRail with Zapier Additional CallRail resources Zapier's CallRail integration page CallRail's Help Center CallRail's API documentation ", "error": null, "slug": "callrail", "help_title": "How to get started with CallRail on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496309901453-Compile-data-in-a-digest-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496309901453-Compile-data-in-a-digest-in-Zap-workflows", "title": "Compile data in a digest in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Compile data in a digest in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data Storage, Digest, & RSS Compile data in a digest in Zap workflows Updated July 24, 2026 15:06 Digest is a tool for compiling data from Zap triggers or actions in a single batch that can be sent at a regular interval to a Zap action. This means that instead of the actions in a Zap running every time the trigger or action event occurs, the Zap will receive the data and run in bulk at a given interval, such as every day or every week. Digests can be used with one or multiple Zap workflows. This means you can have multiple sources to send to your digest. Using this tool doesn't count towards your task usage . Example You have Zap workflows that receive leads and assign them to different salespeople. You can use a Digest by Zapier step to compile all the leads that came in that week, then an email step to send the batch to you every Friday. This cuts down on the number of email notifications you receive while still allowing you to keep track of your leads on a weekly basis. 1. Add a digest step First, set up a trigger or an action that contains the data that you want to add to the digest. When you’re done, add a digest step to your Zap. In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Digest . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select Append Entry and Schedule Digest . Click Continue . 2. Set up your digest step In the Title field, enter a name for your digest. The title will be used to identify your digest in later steps in your Zap or in other Zap workflows and can have a maximum of 32 characters. In the Entry field, select the data from a previous step to add to the digest. Click the Frequency dropdown menu and select how often you want to receive this digest of information: Daily Click the Trigger on Weekends? dropdown menu and select No , you'll receive any content that was collected over the weekend on the next Monday. Weekly Monthly Threshold : releases the digest when it reaches a certain number of entries. If it doesn't reach the count within a month of the first entry, it will be released with the content collected up till that time. Manual : allows you to use another Zap to release your digest. This option requires you to create a separate Zap with a Release Existing Digest action step. Each frequency option will show different fields to select the specific time of day or day of the week or month to release the digest. Tip Choose a release schedule that aligns with your workflow needs, such as daily updates for task summaries or weekly reports on team progress. 3. Format your digest Formatting your digest depends on the action app you’ll be sending the Digest content to. Here are some tips for popular apps: Formatting emails using HTML Formatting content on Slack Using Zapier Formatter to format your content To apply formatting: In the Entry field, add your desired formatting. Click Continue . Click Test step . The Zap will create a new item in your digest and display the result. 4. Release the content of the digest Automatic release Manual release Automatic release If you selected a Daily , Weekly , Monthly , or Threshold frequency, you’ll need to add another action to the Zap to release the digest's content. This is typically an email or messaging step. In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select the app you want to send the digest to. Click the Event dropdown menu and select an event . Click Continue . To include the digest content, from your Digest step, map the field Current Digest . Complete the rest of the remaining fields. Next, you can either add another action or turn your Zap on by clicking Publish . Manual release If you chose a manual frequency, you'll need to trigger a separate Zap to release your digest. This option also allows you to incorporate content from multiple sources into a single digest.In the current Zap you've created, which complies your data into a digest, turn the Zap on by clicking Publish . Next, you'll need to set up a new Zap to release the content: 1. Add a Schedule by Zapier trigger Schedule by Zapier allows you to release the digest at a set interval when paired with the Release Digest action from Digest by Zapier. Create a new Zap . In the trigger step, click Schedule . Click the Event dropdown menu and select how often you want to receive the digest. Click Continue . Fill out the details related to the selected frequency. Click Continue . Click Test step . The Zap will display the results of the test. Note The test result will always display the current date and time, not the next time the Zap will trigger. 2. Add a Release Existing Digest action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select Digest . Click the Event dropdown menu and select Release Existing Digest . Click Continue . Click the Digest dropdown menu and select the digest to release. In the Delete Digest on Release field: - Select Yes to delete the digest records after its release. This helps prevent exceeding the 1000 record limit per digest. - Select No to keep the digest records after its release. Click Continue . Click Test step . The Zap will display the current digest content. 3. Add an app to receive the digest Add another action step to receive the digest content: In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select the app you want to send the digest to. Click the Action event field to open the dropdown menu. - Select the event that you want the Zap to perform. Click Continue . To include the digest content, from your Digest step, map the field Final Digest . Complete the rest of the remaining fields. Next, you can either add another action or turn your Zap on by clicking Publish . Multiple Zap workflows and digest releases If you have multiple Zap workflows using the same digest it’s recommended to only have one Zap that releases it. Threshold-based digests: If multiple Zap workflows trigger a digest based on a threshold (e.g. 10 entries), only the first Zap run will include entries. Subsequent Zap runs will release empty entries. Date-based digests : If multiple Zap workflows trigger a digest based on a date (e.g. Weekly), only the first Zap run will release a digest. Subsequent Zap workflows will not release any digests. Limitations of digests The title of a digest can have up to 32 characters. A digest can have a maximum of 1 MB (1,000,000 bytes). You can store up to 1500 records across all digests in your Zapier account. For Teams and Enterprise plans, this limit applies to each individual user. If these limits are exceeded, an error message appears: Secrets can only be 36 chars in length, keys can only be 32 chars in length, value must be smaller than 1000000 bytes. How digests appear in the Zap history In your Zap history , individual Zap runs appear for each time the Zap was triggered, not only for when the digest is released. The first Zap run in the Zap will have a status of Delayed until the digest releases (according to the frequency settings). When the digest is released, the status of the Zap run will change to Success . ", "error": null, "slug": "digest", "help_title": "Compile data in a digest in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/36970112646285-LinkedIn-Ads-I-m-not-receiving-test-data", "final_url": "https://help.zapier.com/hc/en-us/articles/36970112646285-LinkedIn-Ads-I-m-not-receiving-test-data", "title": "LinkedIn Ads: I’m not receiving test data", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "LinkedIn Ads: I’m not receiving test data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM LinkedIn Ads LinkedIn Ads: I’m not receiving test data Updated April 21, 2026 12:06 When setting up a Zap using a LinkedIn Ads trigger, you cannot receive any test data from your account. Causes This happens because, during trigger testing, the LinkedIn Ads trigger can only receive test data sent through LinkedIn’s testing tool. It will not find real leads in your account. How to fix it To fix this: Follow LinkedIn’s tutorial on sending a test lead in Campaign Manager. Test your Zap steps to check that it works as expected. Note When using LinkedIn’s testing tool, all test submissions will have the same Lead ID. ", "error": null, "slug": "linkedin-ads", "help_title": "LinkedIn Ads: I’m not receiving test data"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496034525837-How-to-get-started-with-Dubsado-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496034525837-How-to-get-started-with-Dubsado-on-Zapier", "title": "How to get started with Dubsado on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Dubsado app on Zapier, you must have: A Dubsado Premier plan.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Dubsado How to get started with Dubsado on Zapier Updated October 31, 2025 12:09 Dubsado and Zapier connect to automate client workflows. You can trigger actions when new leads are created and create projects from appointments. Prerequisites To use the Dubsado app on Zapier, you must have: A Dubsado Premier plan. Connect Dubsado to Zapier To create an app connection to Dubsado on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dubsado . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Dubsado API token . Learn how to create a Dubsado token . Click Yes, Continue to Dubsado . Your Dubsado account is now successfully connected to Zapier. About Dubsado's app", "text": "How to get started with Dubsado on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Dubsado How to get started with Dubsado on Zapier Updated October 31, 2025 12:09 Dubsado and Zapier connect to automate client workflows. You can trigger actions when new leads are created and create projects from appointments. Prerequisites To use the Dubsado app on Zapier, you must have: A Dubsado Premier plan. Connect Dubsado to Zapier To create an app connection to Dubsado on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dubsado . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Dubsado API token . Learn how to create a Dubsado token . Click Yes, Continue to Dubsado . Your Dubsado account is now successfully connected to Zapier. About Dubsado's app Triggers, searches, and actions Triggers Contract Signed (Instant) - Triggers when a client submits a signed contract. New Project as Lead (Instant) - Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out. Project Status Updated (Instant) - Triggers when a project's status is updated. New Project as Job (Instant) - Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out. New Payment Received (Instant) - Triggers when a client makes a payment on an invoice. Searches No search actions were found for Dubsado. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Project - Creates a new project. Limitations Manually applied payments will not trigger the New Payment Received trigger. Only payments made through Dubsado's integrated payment processors will work. Contract Signed trigger runs for any contract or sub agreement signed. You may need to use filters to control your workflows. Project Status Updated trigger does not run when a new project is created with a status assigned simultaneously. Templates View all of Dubsado's templates . Use cases New Integration: Use Dubsado to Manage Clients of Your Creative Business 7 ways to integrate Acuity Scheduling with your other apps Additional Dubsado resources Zapier's Dubsado integration page Dubsado's Help Center ", "error": null, "slug": "dubsado", "help_title": "How to get started with Dubsado on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/25393517708557-Track-LinkedIn-Conversions-for-free-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/25393517708557-Track-LinkedIn-Conversions-for-free-with-Zapier", "title": "Track LinkedIn Conversions for free with Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Track LinkedIn Conversions for free with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 Track LinkedIn Conversions for free with Zapier Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Use LinkedIn Conversions for free on Zapier Beginning April 2, 2024, when you use the LinkedIn Conversions app in a Zap, action steps will not count toward your task usage . Action steps that use other apps will still count toward your task usage. All other plan features, including rate limits , still apply. Zapier Free plan users In addition, if your Zap contains a LinkedIn Conversions action step, Zapier is removing the following plan limits: Premium apps: You can add any of our premium apps . Multi-step Zap workflows: The Zap can use multiple steps . How long is this offer available? There is currently no planned end date for this offer's availability. Should an end date be set, impacted users will receive an email notice from Zapier at least 60 days before any changes take effect. How are multi-step Zap workflows handled? In Zap workflows with multiple action steps, only steps that send tasks to LinkedIn Conversions will be exempted from your plan's quota. Tasks for other apps will still count towards your task usage . Triggers do not count toward your task usage. Example If your Zap contains: A Slack action A LinkedIn Conversion action (Conversion Event) Running that Zap will consume 1 task against your plan quota (the Slack action), with the other task (the LinkedIn Conversion action) exempt. What happens to my Zap workflows if I use all of my tasks during a billing cycle? Steps that use the LinkedIn Conversions app will not count towards your task usage , regardless of your Zapier plan. If you run out of tasks during a billing cycle: If your Zap only uses LinkedIn Conversions actions, the Zap will continue to run. If your Zap contains apps other than LinkedIn Conversions, the Zap will: run a LinkedIn Conversions action step if it is the first step in the Zap and any subsequent LinkedIn Conversions action steps that follow directly afterward. not run action steps that use any other app. not run LinkedIn Conversions action steps that come after an action step that uses any other app. If your Zap does not include a LinkedIn Conversions step, all action steps will be held . All other plan limits, including rate limits , still apply. Example Here are some scenarios describing how Zap workflows would behave if your account ran out of tasks. If your Zap consists of: Salesforce trigger First LinkedIn Conversions action Second LinkedIn Conversions action Salesforce action Third LinkedIn Conversions action the Zap will only run the first and second LinkedIn Conversions actions. It will not run the Salesforce action or the third LinkedIn Conversions action. If your Zap consists of: Gmail trigger Salesforce action Slack action the Zap will not run any action steps, these steps will be held . Changes to the Send Conversion action The LinkedIn Ads app has deprecated the Send Conversion action. This means: no new Zap workflows can be created using this action. any existing Zap workflows will continue to function indefinitely. Starting April 2, 2024, you can create new Zap workflows with the LinkedIn Conversions app . The new Send Conversion Event action offers the same functionality as the Send Conversion action, but with the added benefit of being free to use . Update your Zap workflows To update your Zap workflows to use LinkedIn Conversions: In the Zap editor , click the LinkedIn Ads action step . In the Apps & events tab, click Change . In the dialog box, search and select LinkedIn Conversions . Click the Event dropdown menu and select Send Conversion Event. Choose an existing account or authenticate a new one Re-map the action fields in subsequent action steps. In the upper right, click Publish . During this process, the pre-existing Zap will continue to run. Learn more about importing and tracking your conversions with LinkedIn Conversions on Zapier . ", "error": null, "slug": "linkedin-conversions", "help_title": "Track LinkedIn Conversions for free with Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/25026280980365-Import-and-track-conversions-using-LinkedIn-Conversions-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/25026280980365-Import-and-track-conversions-using-LinkedIn-Conversions-with-Zapier", "title": "Import and track conversions using LinkedIn Conversions with Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn Conversions Import and track conversions using LinkedIn Conversions with Zapier Updated May 29, 2026 18:13 The LinkedIn Conversions API (CAPI) is a conversion tracking tool that allows direct connection between marketing data from an advertiser's server and LinkedIn. You can use the Send Conversion Event action to measure the performance of LinkedIn marketing campaigns, no matter where the conversions happen. By the end of this tutorial, you'll have a Zap that automatically sends conversion events to LinkedIn whenever your trigger app records a new conversion. Tip When you use the LinkedIn Conversions app in a Zap, action steps do not count toward your task usage . Learn more about using LinkedIn Conversions for free on Zapier . Before you begin Access to LinkedIn Campaign Manager with permission to create conversion rules. A Zapier account — sign up for free . An app connected to Zapier that will be your conversion source (for example, a CRM or form tool). 1. Create a conversion rule Create a conversion rule in your LinkedIn Campaign Manager. Zapier recommends starting the conversion rule name with CAPI to differentiate it from other conversion rule types you may have set up. Tip Set your lookback window for a longer period to increase the chances of attributing more tracked conversions. Associate your CAPI conversion rules to as many applicable campaigns as possible to maximize attribution and visibility. 2. Create a trigger In your Zap, create a trigger using an app that will be your conversion source. Check that the fields contain the necessary information for your CAPI conversion rule. Note Your trigger data should return at least one of the following: email address, first party cookie ID, IP address, Google Advertising ID (GAID), first name and last name, or lead ID. 3. Create an action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the Change action dialog box, search for and select LinkedIn Conversions . In the App & events section, click the Action event dropdown menu and select Send Conversion Event . Click Continue . In the Account section, click Choose . - If you already have an account connected to Zapier for LinkedIn Conversions, select the account from the dropdown menu. - If not, click + Connect a new account and connect your LinkedIn Conversions account t", "text": "Import and track conversions using LinkedIn Conversions with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn Conversions Import and track conversions using LinkedIn Conversions with Zapier Updated May 29, 2026 18:13 The LinkedIn Conversions API (CAPI) is a conversion tracking tool that allows direct connection between marketing data from an advertiser's server and LinkedIn. You can use the Send Conversion Event action to measure the performance of LinkedIn marketing campaigns, no matter where the conversions happen. By the end of this tutorial, you'll have a Zap that automatically sends conversion events to LinkedIn whenever your trigger app records a new conversion. Tip When you use the LinkedIn Conversions app in a Zap, action steps do not count toward your task usage . Learn more about using LinkedIn Conversions for free on Zapier . Before you begin Access to LinkedIn Campaign Manager with permission to create conversion rules. A Zapier account — sign up for free . An app connected to Zapier that will be your conversion source (for example, a CRM or form tool). 1. Create a conversion rule Create a conversion rule in your LinkedIn Campaign Manager. Zapier recommends starting the conversion rule name with CAPI to differentiate it from other conversion rule types you may have set up. Tip Set your lookback window for a longer period to increase the chances of attributing more tracked conversions. Associate your CAPI conversion rules to as many applicable campaigns as possible to maximize attribution and visibility. 2. Create a trigger In your Zap, create a trigger using an app that will be your conversion source. Check that the fields contain the necessary information for your CAPI conversion rule. Note Your trigger data should return at least one of the following: email address, first party cookie ID, IP address, Google Advertising ID (GAID), first name and last name, or lead ID. 3. Create an action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the Change action dialog box, search for and select LinkedIn Conversions . In the App & events section, click the Action event dropdown menu and select Send Conversion Event . Click Continue . In the Account section, click Choose . - If you already have an account connected to Zapier for LinkedIn Conversions, select the account from the dropdown menu. - If not, click + Connect a new account and connect your LinkedIn Conversions account to Zapier. Click Continue . In the Account dropdown field, select your ad account . In the Conversion dropdown field, select your conversion rule . Map the data from your trigger data into the remaining fields . Once you've completed all relevant fields, click Continue . Click Test step . This sends a conversion event to your LinkedIn ad account. If the test was successful, click Publish to turn your Zap on. 4. View conversion tracking and reporting metrics Once your Zap is set up and published, you can view conversion tracking and reporting metrics in your LinkedIn Campaign Manager . Next steps You've set up a Zap to automatically track conversions in LinkedIn Campaign Manager. Learn how LinkedIn Conversions is free on Zapier Explore popular LinkedIn Conversions integrations Learn how to troubleshoot Zap errors ", "error": null, "slug": "linkedin-conversions", "help_title": "Import and track conversions using LinkedIn Conversions with Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40111988808461-How-to-get-started-with-LinkedIn-Conversions-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40111988808461-How-to-get-started-with-LinkedIn-Conversions-on-Zapier", "title": "How to get started with LinkedIn Conversions on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the LinkedIn Conversions app on Zapier, you must have: A LinkedIn Campaign Manager account with proper permissions. You must be assigned as both the Account Manager or Campaign Manager role on the ads account in Campaign Manager, as well as the Company Page Admin or Lead Gen Forms Manager role. A conversion rule created in LinkedIn Campaign Manager with \"Conversions API\" selected as the source. Access to Campaign Manager's Measurement section to set up conversion tracking. Trigger data that includes at least an email, first-party cookie ID, or first name and last name for proper conversion attribution. Active, Draft, or Paused campaigns in your LinkedIn ad account to associate with your conversion rules.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn Conversions How to get started with LinkedIn Conversions on Zapier Updated November 03, 2025 15:06 LinkedIn Conversions and Zapier connect to track ad performance. You can trigger actions from CRM updates and send conversion events to LinkedIn. Prerequisites To use the LinkedIn Conversions app on Zapier, you must have: A LinkedIn Campaign Manager account with proper permissions. You must be assigned as both the Account Manager or Campaign Manager role on the ads account in Campaign Manager, as well as the Company Page Admin or Lead Gen Forms Manager role. A conversion rule created in LinkedIn Campaign Manager with \"Conversions API\" selected as the source. Access to Campaign Manager's Measurement section to set up conversion tracking. Trigger data that includes at least an email, first-party cookie ID, or first name and last name for proper conversion attribution. Active, Draft, or Paused campaigns in your LinkedIn ad account to associate with your conversion rules. Connect LinkedIn Conversions to Zapier To create an app connection to LinkedIn Conversions on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LinkedIn Conversions . Click Add connection . A new browser tab or window will open. Log into LinkedIn Conversions to authenticate. Grant Zapier permission to access your account if prompted to. Your LinkedIn Conversions account is now successfully connected to Zapier. About LinkedIn Conversions's app", "text": "How to get started with LinkedIn Conversions on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing LinkedIn Conversions How to get started with LinkedIn Conversions on Zapier Updated November 03, 2025 15:06 LinkedIn Conversions and Zapier connect to track ad performance. You can trigger actions from CRM updates and send conversion events to LinkedIn. Prerequisites To use the LinkedIn Conversions app on Zapier, you must have: A LinkedIn Campaign Manager account with proper permissions. You must be assigned as both the Account Manager or Campaign Manager role on the ads account in Campaign Manager, as well as the Company Page Admin or Lead Gen Forms Manager role. A conversion rule created in LinkedIn Campaign Manager with \"Conversions API\" selected as the source. Access to Campaign Manager's Measurement section to set up conversion tracking. Trigger data that includes at least an email, first-party cookie ID, or first name and last name for proper conversion attribution. Active, Draft, or Paused campaigns in your LinkedIn ad account to associate with your conversion rules. Connect LinkedIn Conversions to Zapier To create an app connection to LinkedIn Conversions on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LinkedIn Conversions . Click Add connection . A new browser tab or window will open. Log into LinkedIn Conversions to authenticate. Grant Zapier permission to access your account if prompted to. Your LinkedIn Conversions account is now successfully connected to Zapier. About LinkedIn Conversions's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Send Conversion Event - Sends a Conversion Event to a Conversion. Limitations Rate limits apply. Maximum of 600 requests per minute and 300,000 requests per day through your member access token. Attribution window limitations : Post-click attribution windows are limited to 1, 7, 30, or 90 days (365 days only supported for specific conversion types: SUBMIT_APPLICATION, PURCHASE, ADD_TO_CART, QUALIFIED_LEAD, and LEAD). Templates View all of LinkedIn Conversions's templates . Use cases Import and track conversions using LinkedIn Conversions with Zapier . 6 ways to automate LinkedIn Conversions with Zapier Your guide to LinkedIn automation How to automate LinkedIn Ads with Zapier How to add leads from LinkedIn Ads to Google Sheets Additional LinkedIn Conversions resources Zapier's LinkedIn Conversions integration page LinkedIn Conversions's Help Center LinkedIn's API documentation ", "error": null, "slug": "linkedin-conversions", "help_title": "How to get started with LinkedIn Conversions on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39881978860045-How-to-get-started-with-RingCentral-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39881978860045-How-to-get-started-with-RingCentral-on-Zapier", "title": "How to get started with RingCentral on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the RingCentral app on Zapier, you must have: A RingCentral Office account. For call recording", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication RingCentral How to get started with RingCentral on Zapier Updated September 26, 2025 13:42 RingCentral and Zapier connect to automate your calls and messages. You can trigger actions when calls end or SMS arrive and send texts or create contacts. Prerequisites To use the RingCentral app on Zapier, you must have: A RingCentral Office account. For call recording triggers : Call recording must be enabled in your RingCentral account settings. Connect RingCentral to Zapier To create an app connection to RingCentral on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select RingCentral . Click Add connection . A new browser tab or window will open. Log into RingCentral to authenticate. Grant Zapier permission to access your account if prompted to. Your RingCentral account is now successfully connected to Zapier. About RingCentral's app", "text": "How to get started with RingCentral on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication RingCentral How to get started with RingCentral on Zapier Updated September 26, 2025 13:42 RingCentral and Zapier connect to automate your calls and messages. You can trigger actions when calls end or SMS arrive and send texts or create contacts. Prerequisites To use the RingCentral app on Zapier, you must have: A RingCentral Office account. For call recording triggers : Call recording must be enabled in your RingCentral account settings. Connect RingCentral to Zapier To create an app connection to RingCentral on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select RingCentral . Click Add connection . A new browser tab or window will open. Log into RingCentral to authenticate. Grant Zapier permission to access your account if prompted to. Your RingCentral account is now successfully connected to Zapier. About RingCentral's app Triggers, searches, and actions Triggers New Call Log Record (Polling) - Triggers when there is a new call log record. Do Not Disturb (DND) Presence Updated (Instant) - Triggers when a user wants to change the Do Not Disturb (DND) presence status. New Call Recording (Polling) - Triggers when a call has been recorded. New SMS/MMS Sent (Instant) - Triggers when there is a new SMS/MMS sent. RingSense Processed Recording (Instant) - Triggers when RingSense generates the transcript, summary, and additional insights from a recording. Call Ended (Instant) - Triggers when a call has been ended. Missed Call (Instant) - Triggers when there is a new missed call. New SMS/MMS Received (Instant) - Triggers when there is a new SMS/MMS received. New Voicemail (Instant) - Triggers when there is a new incoming voicemail. Searches Find Contact - Finds an external contact in personal address book by phone number. Actions Create Post - Creates a new team messaging post. Send Fax - Sends a fax. Update Contact - Updates an external contact in personal address book. Create Contact - Creates a new external contact in personal address book. Create Video Meeting - Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action. Generate Ringout Call - Starts a 2-legged RingOutCall based on specified from and to numbers. Send SMS/MMS - Sends a SMS/MMS message. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply with different usage plan groups. Rate limit violations result in HTTP 429 \"Too Many Requests\" errors, which can trap applications in an unending penalty window if requests continue during the penalty interval. Templates View all of RingCentral's templates . Use cases 3 ways to automate RingCentral with Zapier Additional RingCentral resources Zapier's RingCentral integration page RingCentral's Help Center RingCentral's API documentation ", "error": null, "slug": "ringcentral", "help_title": "How to get started with RingCentral on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39823554109965-How-to-get-started-with-beehiiv-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39823554109965-How-to-get-started-with-beehiiv-on-Zapier", "title": "How to get started with beehiiv on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the beehiiv app on Zapier, you must have: A beehiiv account with a Launch plan or higher.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing beehiiv How to get started with beehiiv on Zapier Updated September 26, 2025 13:11 beehiiv and Zapier connect to automate your newsletter work. You can trigger actions when new posts are sent and create new subscribers. Prerequisites To use the beehiiv app on Zapier, you must have: A beehiiv account with a Launch plan or higher. Connect beehiiv to Zapier To create an app connection to beehiiv on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select beehiiv . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your beehiiv API Key . To find this, go to your beehiiv account Settings, then Integrations, and create a new API Key. Publication ID : Enter your API V2 Publication ID . You can find this in your beehiiv Settings under Integrations. Click Yes, Continue to beehiiv . Your beehiiv account is now successfully connected to Zapier. About beehiiv's app", "text": "How to get started with beehiiv on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing beehiiv How to get started with beehiiv on Zapier Updated September 26, 2025 13:11 beehiiv and Zapier connect to automate your newsletter work. You can trigger actions when new posts are sent and create new subscribers. Prerequisites To use the beehiiv app on Zapier, you must have: A beehiiv account with a Launch plan or higher. Connect beehiiv to Zapier To create an app connection to beehiiv on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select beehiiv . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your beehiiv API Key . To find this, go to your beehiiv account Settings, then Integrations, and create a new API Key. Publication ID : Enter your API V2 Publication ID . You can find this in your beehiiv Settings under Integrations. Click Yes, Continue to beehiiv . Your beehiiv account is now successfully connected to Zapier. About beehiiv's app Triggers, searches, and actions Triggers New Post Sent - Triggers when a new post is sent. (Instant) New Subscriptions - Triggers when a new subscription is created. (Instant) New Subscription Downgrades - Triggers when a subscriber downgrades their subscription from premium to free. (Instant) New Survey Responses - Triggers when a new survey response is submitted. (Instant) New Subscription Confirmations - Triggers when a subscription is confirmed following a double opt-in. (Instant) User Unsubscribes - Triggers when a user unsubscribes. (Instant) New Subscription Upgrades - Triggers when a user upgrades their subscription to premium. (Instant) Searches List All Journeys in an Automation - Returns a list of all automation journeys for a specific automation. This will include the status of the journey, the start time, and the completion time. List All Custom Fields - Returns a list of custom fields. List All Publications - Returns a list of publications with their publication IDs. View Referral Program - Retrieve details about the publication's referral program, including milestones and rewards. List All Subscribers - Retrieve all subscriptions belonging to a specific publication. View an Automation Journey - Views the details of a single automation journey. View a Post - View the details of a single post. View a Segment - Shows the details of a single segment. View a Subscriber (Via Subscription ID) - Shows the details of a single subscriber. List All Automations - Returns a list of all automations. List a Segment's Members - Return a list of members from a specific segment. List All Posts - Returns a list of posts for a particular publication. List All Segments - Return a list of segments from a publication. View an Automation - Views the details of a single automation. View Custom Field - Views the details of a single custom field. View the Details of a Single Publication - Retrieve the details of a single publication. View a Subscriber (Via Email) - Shows the details of a single subscriber using their email address. Actions Add Tags to a Subscriber - Add subscriber tags to an existing subscriber. Create a Subscriber - Creates a subscriber in your beehiiv account. Delete a Subscriber - Deletes a subscriber from your publication. Delete a Post - Deletes (a draft) or archives (a published) a post. Update a Custom Field - Updates a custom field for a publication. Add a Subscriber to an Automation - Adds a subscriber to a specific automation. Create a Custom Field - Creates a custom field in your beehiiv account. Make a Custom API Call - Makes a custom API call to a specified endpoint with custom parameters. Delete a Custom Field - Deletes a custom field from your beehiiv account. Delete a Segment - Deletes a particular segment. Update a Subscriber - Updates custom fields and/or unsubscribes a subscriber. Limitations API rate limiting is implemented as a spam prevention measure, which may temporarily block signup attempts from the same device, browser, or IP address. Templates View all of beehiiv's templates . Use cases 6 ways to automate beehiiv Additional beehiiv resources Zapier's beehiiv integration page beehiiv's Help Center beehiiv's API documentation ", "error": null, "slug": "beehiiv", "help_title": "How to get started with beehiiv on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/43863556411021-Updates-to-the-Microsoft-SharePoint-app-Microsoft-Graph-API", "final_url": "https://help.zapier.com/hc/en-us/articles/43863556411021-Updates-to-the-Microsoft-SharePoint-app-Microsoft-Graph-API", "title": "Updates to the Microsoft SharePoint app (Microsoft Graph API)", "auth_signals": ["session"], "prerequisites": "", "connect_steps": "", "text": "Updates to the Microsoft SharePoint app (Microsoft Graph API) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2026 Updates to the Microsoft SharePoint app (Microsoft Graph API) Updated May 29, 2026 18:16 Zapier has updated the Microsoft SharePoint app to use the Microsoft Graph API . This replaces the SharePoint Rest API that was used in previous versions, improving reliability and expanded functionality. Note Due to the shift of Microsoft Graph API, your IT team may need to grant consent for updated permissions. If you get the permission-related error message, contact your Microsoft 365 administrator. Critical changes: IDs and fields IDs and field names in the latest app version can differ from v4. IDs from v4 are not compatible with v5. The following table shows some examples of how fields have changed, but is not an exhaustive list. Field SharePoint REST API format Microsoft Graph API format File and folder ID UniqueId: \"39b44a6a-8604-499f-ae69-50a321c2d9de\" (GUID) id: \"01BYE5RZ6QN3ZWBTUFOFD3GSPGOHDJD36K\" (encoded string) Site ID Id: \"12345678-90ab-cdef-1234-567890abcdef\" (GUID) id: \"contoso.sharepoint.com,2C712604-1370-44E7-A1F5,2D2244C3-251A-49EA\" (hostname, site GUID, web GUID) List ID GUID format GUID format (same style) List item ID Id: 5 (integer) id: \"5\" (string) File location ServerRelativeUrl: \"/sites/teamsite1/Shared Documents/report.pdf\" (server-relative path) webUrl: \"https://contoso.sharepoint.com/sites/teamsite1/Shared%20Documents/report.pdf\" (full URL) Author AuthorId: 9 (numeric ID) createdBy.user.email: \"john.smith@contoso.com\" and createdBy.user.displayName: \"John Smith\" When you set up your Zap workflows, make sure to retest your Zap steps to pull in the latest test records, as you may need to remap fields in subsequent steps. New and improved features Copy File or Folder Copy File or Folder The Copy File or Folder action copies a file or folder to a new location in the same site or a different SharePoint site. Copying can take time for large files or folders with many items, so the action runs in the background and returns a Monitor URL instead of the copied item right away. To check if the copy is complete, use the Get Copy Job Status search action with the Monitor URL (output field from Copy File or Folder action). When the job is done, it returns the new item's ID but not full details. For large files or folders, add a Delay step before checking status. To get the copied item's full details, use Get File or Folder by ID search action. You must have read access to all items being copied. If any file or subfolder has restricted access, the whole copy fails. Contact your Microsoft SharePoint administrator if you get permission errors. Searching for files and folders Searching for files and folders SharePoint has three search actions for files and folders: Find File or Folder – Searches the whole document library by name, content, or path. You can limit to files only, folders only, or both, and optionally match on the item name only. This uses SharePoint's search index, so new or renamed items may not appear right away, and recently deleted items may still show in results. The search always runs on the entire drive (not a single folder). Get File or Folder by ID – Gets one item when you already have its unique ID (for example from a trigger or action). Use this when you know exactly which item you need. Get Folder Contents – Returns all files and subfolders directly inside a folder (not nested). Use it to list everything in one location or when you need folder-specific results. When mapping the Folder field dynamically, use the folder's ID, not its name or path. The webUrl field contains the item's location (full URL). Create List Create List The Create List action creates a new SharePoint list from one of Microsoft's templates, such as Custom List, Document Library, Survey, Tasks, or Announcements. Only Microsoft's built-in templates are available in the template dropdown. Custom templates from your SharePoint site do not appear. Create List Item and Update List Item Create List Item and Update List Item These actions create and update items in SharePoint lists. When you pick a list in the Zap editor, the list's columns show up as input fields based on their types. Supported column types: Text, Number, Boolean, Date/Time, Choice, Multi-Choice, Currency, and Lookup. Not supported for create/update: URL/Hyperlink, Person/Group, and Managed Metadata columns cannot be set through these actions (Graph API limits). You can read (view) these in triggers and searches, but not write (create or update) them. Document libraries are a type of list, and files are list items. You can use Update List Item to update a file's metadata (for example Status, Category, or custom columns) by choosing the document library as the list and the file as the list item. Find List Item Find List Item The Find List Item search action looks up items in a list by matching values in one or more columns. As with the Create and Update List Item action, you choose a site and list in the Zap editor and the search fields come from that list's columns. Supported for search: Text, Number, Boolean, Date/Time, Choice, Currency. Not available as search fields: URL/Hyperlink, Person/Group, Managed Metadata, and Lookup (same Graph API limits as create/update; these types are readable elsewhere but not for filtering here). You must provide at least one search field. Multiple fields are combined with an \"and\" (all fields must then match). Matching is exact (equals), not partial or \"contains.\" You can use Find List Item on a document library to find files by metadata (for example Status, Category, or custom columns). Choose the document library as the list and the columns you want to search by. If the list is not found (wrong site or list), you can select in the Zap editor whether to have the Zap stop or continue when no results are found. Results include all list item data, including fields that are not writable in Create/Update List Item . Upload File Upload File Maximum file size: 100 MB. Larger files are rejected. Small files (up to 10 MB): Uploaded in a single request. Larger files (over 10 MB up to 100 MB): Uploaded in chunks (up to 60 MB per chunk) via a Microsoft upload session. You can set a different file name; if you omit it, the original name is used. If a file with the same name already exists: 'Rename automatically' adds a number (for example document(1).pdf ), or 'Replace existing file' overwrites it. This action cannot upload from a URL that requires login or that returns empty or inaccessible content. New File in Folder and New or Updated File New File in Folder and New or Updated File Both triggers run when files in the selected location change. They only look at files that are direct children of the chosen folder (or the document library root if no folder is chosen). They do not look inside subfolders. Trigger type What triggers the Zap What does not trigger the Zap Difference New File in Folder A new file is added directly in the selected folder. Files added or changed inside subfolders. Changes to folders. Runs only the first time a file appears (each file triggers once). New or Updated File A new file is added directly in the selected folder. An existing file in that folder is changed (content or metadata). Files added or changed inside subfolders. Changes to folders. Runs when a file is new or when an existing file is modified (the same file can trigger multiple times). Limits: Each poll uses only the 100 most recent files (sorted by creation date for New File in Folder, by last modified for New or Updated File). If more than 100 files are added or updated between polls, the 101st file onwards will not trigger. Move or Rename Item Move or Rename Item This action moves the selected file or folder to a different folder in the same document library (or to the document library root). You can optionally rename the item during the move, or leave the destination as \"current location\" and only rename. It works for both files and folders. You cannot move items to a different document library or a different site; moves stay within the same library. Use the latest version of Microsoft SharePoint Existing Zap workflows on earlier versions (shown as 4.x.x in the Zap editor) will continue to work. To take advantage of these improvements in new or updated Zap workflows, build with the latest released version. Learn how to check and update app versions in your Zap workflows . ", "error": null, "slug": "sharepoint", "help_title": "Updates to the Microsoft SharePoint app (Microsoft Graph API)"}
{"url": "https://help.zapier.com/hc/en-us/articles/33267983804429-Microsoft-SharePoint-error-404-FILE-NOT-FOUND", "final_url": "https://help.zapier.com/hc/en-us/articles/33267983804429-Microsoft-SharePoint-error-404-FILE-NOT-FOUND", "title": "Microsoft SharePoint error: 404 FILE NOT FOUND", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Microsoft SharePoint error: 404 FILE NOT FOUND &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft SharePoint Microsoft SharePoint error: 404 FILE NOT FOUND Updated May 29, 2026 18:13 When using the Microsoft SharePoint Upload a File action in your Zap workflows, you see the error message \"Error code 404: 404 FILE NOT FOUND\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when: The file you're trying to upload exceeds the maximum size is 10MB. The provided file URL is not publicly accessible or downloadable. The Site field contains an invalid URL format. It should only include the portion after /sites/ . How to fix it To fix this issue: Check that your file is 10MB or less. Test that the file's URL is accessible or downloadable. Open an incognito browser and copy and paste the URL into the address bar. Press Enter on your keyboard. One of the following will happen: The file will display in the browser window if it’s a viewable format. The browser will download the file to your computer. If the file cannot be accessed or downloaded, you may see an error message. This means Zapier cannot access the file. Learn more about sending files in Zap workflows . If the Site field is a mapped field with your SharePoint site's full URL , use a Formatter step to split the site name from the rest. The site name is the portion that comes after /sites/ on your URL. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "sharepoint", "help_title": "Microsoft SharePoint error: 404 FILE NOT FOUND"}
{"url": "https://help.zapier.com/hc/en-us/articles/16774279432205-How-to-get-started-with-Microsoft-SharePoint-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/16774279432205-How-to-get-started-with-Microsoft-SharePoint-on-Zapier", "title": "How to get started with Microsoft SharePoint on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Microsoft SharePoint app on Zapier, you must have: A Business or Enterprise Microsoft 365 paid account. Admin Consent for Delegated Permissions , which requires approval by a Microsoft 365 administrator to allow Zapier to use specific permissions on behalf of the user. If you're upgrading from an earlier version of the SharePoint app, your IT team may need to grant consent for updated permissions. A paid Zapier plan. Microsoft SharePoint is a premium app .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft SharePoint How to get started with Microsoft SharePoint on Zapier Updated April 10, 2026 17:03 Microsoft SharePoint and Zapier connect to automate your work. You can trigger actions when new files or list items are added and create folders, upload files, or manage lists. Note The Microsoft SharePoint app on Zapier now uses the Microsoft Graph API . If you're migrating from an earlier version (v4), learn about updates to the Microsoft SharePoint app (Microsoft Graph API) . Available on plans: Free Professional Team Enterprise Prerequisites To use the Microsoft SharePoint app on Zapier, you must have: A Business or Enterprise Microsoft 365 paid account. Admin Consent for Delegated Permissions , which requires approval by a Microsoft 365 administrator to allow Zapier to use specific permissions on behalf of the user. If you're upgrading from an earlier version of the SharePoint app, your IT team may need to grant consent for updated permissions. A paid Zapier plan. Microsoft SharePoint is a premium app . Connect Microsoft SharePoint to Zapier To create an app connection to SharePoint on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SharePoint . Click Add connection . A new browser tab or window will open. Log into SharePoint to authenticate. Grant Zapier permission to access your account if prompted to. Your SharePoint account is now successfully connected to Zapier. About Microsoft SharePoint's app", "text": "How to get started with Microsoft SharePoint on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft SharePoint How to get started with Microsoft SharePoint on Zapier Updated April 10, 2026 17:03 Microsoft SharePoint and Zapier connect to automate your work. You can trigger actions when new files or list items are added and create folders, upload files, or manage lists. Note The Microsoft SharePoint app on Zapier now uses the Microsoft Graph API . If you're migrating from an earlier version (v4), learn about updates to the Microsoft SharePoint app (Microsoft Graph API) . Available on plans: Free Professional Team Enterprise Prerequisites To use the Microsoft SharePoint app on Zapier, you must have: A Business or Enterprise Microsoft 365 paid account. Admin Consent for Delegated Permissions , which requires approval by a Microsoft 365 administrator to allow Zapier to use specific permissions on behalf of the user. If you're upgrading from an earlier version of the SharePoint app, your IT team may need to grant consent for updated permissions. A paid Zapier plan. Microsoft SharePoint is a premium app . Connect Microsoft SharePoint to Zapier To create an app connection to SharePoint on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SharePoint . Click Add connection . A new browser tab or window will open. Log into SharePoint to authenticate. Grant Zapier permission to access your account if prompted to. Your SharePoint account is now successfully connected to Zapier. About Microsoft SharePoint's app Triggers, searches, and actions Triggers New File in Folder (Polling) - Triggers when a new file is created in the selected folder (excludes subfolders). New Folder (Polling) - Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed. New List (Polling) - Triggers when a new list is created. New List Item (Polling) - Triggers when a new item is created in a list. New or Updated File (Polling) - Triggers when a file is created or updated in the selected folder (excludes subfolders). New or Updated List Item (Polling) - Triggers when a list item is created or updated. New or Updated Page (Polling) - Triggers when a site page is created or updated. Searches Find File or Folder - Search for files or folders. Find List Item - Finds list items by searching field values. Find Site - Searches for SharePoint sites by name or keyword. Get Copy Job Status - Checks the status of a copy operation and returns the new file ID when complete. Get File or Folder by ID - Retrieves information about a file or folder by its ID. Get Folder Contents - Retrieves all files and subfolders within a specified folder. Get Item Permissions - List all users and groups who have access to a file or folder. Get List Item by ID - Gets a list item by its ID. Get Page by ID - Gets a specific site page using its unique ID. Get Site Information by ID - Retrieves metadata about a SharePoint site, such as title, description, and URL. Actions Copy File or Folder - Copies a file or folder within or across sites. Create Folder - Create new folder in selected document library. Create List - Creates a new list in a site. Create List Item - Creates a new item in a list. Create Page - Creates a new site page in SharePoint. Create Sharing Invitation - Send a sharing invitation to specific recipients for a file or folder. Create Sharing Link - Creates a sharing link for a file or folder. Create Text File - Create a new text file with custom content. Delete File or Folder - Deletes a file or folder from a document library. Delete List Item - Deletes a list item from a list. Delete Page - Deletes a site page from SharePoint. Export File - Exports a file to PDF or HTML format. Move or Rename Item - Moves a file or folder to a different location within the same document library. Optionally rename the item. Publish Page - Sets status of an existing page to published. Remove Item Permission - Remove specific user access to a file or folder. Replace File - Replaces an existing file with new content. Update List Item - Updates an existing item in a list. Upload File - Uploads a file to document library. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API throttling limits apply. SharePoint Online uses throttling to maintain optimal performance, limiting the number of API calls within time windows. Applications may receive HTTP 429 or 503 responses when limits are exceeded. The Upload File action supports a maximum file size of 100 MB. The Create List Item and Update List Item actions do not support writing to URL/Hyperlink, Person/Group, or Managed Metadata column types (Graph API limitation). You can read these column types in triggers and searches, but not write to them. The Find List Item search uses exact matching only. Partial or \"contains\" searches are not supported. Multiple search fields are combined with \"and\" (all must match). The New File in Folder and New or Updated File triggers only watch direct children of the selected folder. They do not look inside subfolders. File triggers return a maximum of 100 files per poll . If more than 100 files are added or updated between polls, files beyond the 100th will not trigger. The Copy File or Folder action requires read access to all items being copied. If any file or subfolder has restricted access, the entire copy fails. The Move or Rename Item action only works within the same document library. You cannot move items to a different document library or site. Templates View all of Microsoft SharePoint's templates . Use cases Automate SharePoint Business Processes with Nintex Additional Microsoft SharePoint resources Zapier's Microsoft SharePoint integration page Microsoft SharePoint's Help Center Microsoft SharePoint's API documentation ", "error": null, "slug": "sharepoint", "help_title": "How to get started with Microsoft SharePoint on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496006544397-Common-problems-with-Microsoft-Office-365-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496006544397-Common-problems-with-Microsoft-Office-365-on-Zapier", "title": "Common problems with Microsoft Office 365 on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Office 365 Common problems with Microsoft Office 365 on Zapier Updated May 29, 2026 18:13 I can't connect my account First, make sure you can properly log into https://outlook.office365.com/ . Usually, that means you must have an Office 365 Business or Office 365 Enterprise account in order to use Zapier. You won't be able to connect to a personal or education account. These accounts do not work: Outlook.com accounts. Office Home accounts. Live.com or other personal Microsoft accounts. If you're getting and error that says The user or administrator has not consented to use the application with ID 'XXXXX' , this means that your Microsoft account doesn't have the right permissions to connect to Zapier. You'll need to have your Office 365 administrator grant you access to connect to third parties. My Zap workflows keep getting turned off Microsoft automatically expires their refresh token (what we use to connect to them) if any of the following occur: You change or reset your password You don't use the token for 14 days It's been 90 days Unfortunately, there is no way around these limitations. When your token expires, you will need to reconnect your account to Zapier. You can do that by going to the Connected Accounts page and clicking the reconnect button next to Office365, then typing in your credentials. I’m seeing a “Cannot Read Property 'value' of Undefined” Error When we create an event in Microsoft Office 365 we use the timezone settings in your Zapier account to determine what timezone to send to Microsoft Office 365. If no timezone has been selected in your Zapier account, we won't be able to locate the corresponding timezone causing this error. Selecting a timezone within your Zapier account settings should fix this error. My Zap isn't finding my contact but they're listed as a contact in Office 365 The “Find Contact” action will only return contacts that have been added to your \"My Contacts\" list. Any contacts in company shared Directories or Shared Contact groups will not be returned. If you add those contacts to your \"My Contacts\" list, you'll be able to search for them. My all-day events don’t start and end on the right days This may be due to differences in timezone settings. Make sure the timezone settings are consistent across the following places: Your Zapier settings Outlook settings Your system settings - Mac S", "text": "Common problems with Microsoft Office 365 on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Office 365 Common problems with Microsoft Office 365 on Zapier Updated May 29, 2026 18:13 I can't connect my account First, make sure you can properly log into https://outlook.office365.com/ . Usually, that means you must have an Office 365 Business or Office 365 Enterprise account in order to use Zapier. You won't be able to connect to a personal or education account. These accounts do not work: Outlook.com accounts. Office Home accounts. Live.com or other personal Microsoft accounts. If you're getting and error that says The user or administrator has not consented to use the application with ID 'XXXXX' , this means that your Microsoft account doesn't have the right permissions to connect to Zapier. You'll need to have your Office 365 administrator grant you access to connect to third parties. My Zap workflows keep getting turned off Microsoft automatically expires their refresh token (what we use to connect to them) if any of the following occur: You change or reset your password You don't use the token for 14 days It's been 90 days Unfortunately, there is no way around these limitations. When your token expires, you will need to reconnect your account to Zapier. You can do that by going to the Connected Accounts page and clicking the reconnect button next to Office365, then typing in your credentials. I’m seeing a “Cannot Read Property 'value' of Undefined” Error When we create an event in Microsoft Office 365 we use the timezone settings in your Zapier account to determine what timezone to send to Microsoft Office 365. If no timezone has been selected in your Zapier account, we won't be able to locate the corresponding timezone causing this error. Selecting a timezone within your Zapier account settings should fix this error. My Zap isn't finding my contact but they're listed as a contact in Office 365 The “Find Contact” action will only return contacts that have been added to your \"My Contacts\" list. Any contacts in company shared Directories or Shared Contact groups will not be returned. If you add those contacts to your \"My Contacts\" list, you'll be able to search for them. My all-day events don’t start and end on the right days This may be due to differences in timezone settings. Make sure the timezone settings are consistent across the following places: Your Zapier settings Outlook settings Your system settings - Mac Settings Otherwise, when viewing an all-day event in outlook.office.com, the event might appear to start/end one day more/less than expected. I’m seeing a “id Is Malformed” error when using a custom value to specify a folder This might be caused by using a slash “/“ in the custom value field. Replacing it with a hyphen “-“ instead should get rid of that error. I’m seeing a “you must enroll in multi-factor authentication to access” error message This error may be occurring if multi-factor authentication was recently added to your Microsoft Office 365 account. To fix this, try reconnecting your Microsoft Office 365 account, this should allow you to reconnect using multi-factor authentication. Once reconnected you can then attempt to replay any Tasks that had this error. All-day events triggering from Office 365 are not showing up in my action as starting and ending at midnight, but timezone settings all match Microsoft sends all-day events specifically in UTC so some adjustments to the date/time in the action step may be necessary. If you need to do more advanced modifications or reformat a date, you can use a Formatter step. Learn how to modify dates and times with Formatter. Updated events aren’t triggering my Zap The “Updated Event” trigger will ignore any events that are updated within 15 seconds of being created so it may miss quick edits carried out just after an event is added. This can also affect samples so if you’re not finding an updated event sample try creating a new event, wait 15 seconds before making an edit and then attempt to pull in a new sample. ", "error": null, "slug": "office-365", "help_title": "Common problems with Microsoft Office 365 on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496061131021-Common-Problems-with-ClickSend-SMS-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496061131021-Common-Problems-with-ClickSend-SMS-on-Zapier", "title": "Common Problems with ClickSend SMS on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with ClickSend SMS on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication ClickSend SMS Common Problems with ClickSend SMS on Zapier Updated June 20, 2024 13:12 The \"From\" field isn't being respected If the SMS is being sent to a country that does not support setting a custom sender ID, then this field will be ignored. Learn more about Sender IDs in ClickSend SMS. ", "error": null, "slug": "clicksend", "help_title": "Common Problems with ClickSend SMS on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38808358529933-How-to-get-started-with-ClickFunnels-Classic-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38808358529933-How-to-get-started-with-ClickFunnels-Classic-on-Zapier", "title": "How to get started with ClickFunnels Classic on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the ClickFunnels Classic app on Zapier, you must have: An active ClickFunnels Classic account (any plan level). For sub-users: The account owner must first", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing ClickFunnels Classic How to get started with ClickFunnels Classic on Zapier Updated May 29, 2026 18:13 ClickFunnels Classic and Zapier connect to automate your sales funnels. You can trigger actions when contacts are added or purchases are made. Prerequisites To use the ClickFunnels Classic app on Zapier, you must have: An active ClickFunnels Classic account (any plan level). For sub-users: The account owner must first connect their ClickFunnels account to Zapier before sub-users can create Zap workflows. Connect ClickFunnels Classic to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickFunnels Classic . Click Add connection . A new browser tab or window will open. Log into ClickFunnels Classic to authenticate. Grant Zapier permission to access your account if prompted to. Your ClickFunnels Classic account is now successfully connected to Zapier. About ClickFunnels Classic's app", "text": "How to get started with ClickFunnels Classic on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing ClickFunnels Classic How to get started with ClickFunnels Classic on Zapier Updated May 29, 2026 18:13 ClickFunnels Classic and Zapier connect to automate your sales funnels. You can trigger actions when contacts are added or purchases are made. Prerequisites To use the ClickFunnels Classic app on Zapier, you must have: An active ClickFunnels Classic account (any plan level). For sub-users: The account owner must first connect their ClickFunnels account to Zapier before sub-users can create Zap workflows. Connect ClickFunnels Classic to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickFunnels Classic . Click Add connection . A new browser tab or window will open. Log into ClickFunnels Classic to authenticate. Grant Zapier permission to access your account if prompted to. Your ClickFunnels Classic account is now successfully connected to Zapier. About ClickFunnels Classic's app Triggers, searches, and actions Triggers New Contact Activity (Instant) - Triggers when Contact activity record is created. New Successful Purchase (Instant) - Triggers when a successful Purchase is made in a Funnel. New Failed Purchase (Instant) - Triggers when a failed Purchase is made in a Funnel. Searches Find Contact Profile - Find a Contact Profile by exact match Email. Find or Create Contact Profile - Find a Contact Profile by exact match Email. Actions Add Tag to Email - Add a Tag to a Contact Profile by Email. Create Contact Profile - Create or update a Contact Profile for an email. Remove Tag From Email - Remove a Tag from a Contact Profile by Email. Add Email to List - Add a Contact Profile Email to a List. Create Contact Optin - Creates a new opt-in for an email. Remove Email From List - Remove a Contact Profile Email from List. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations ClickFunnels Classic uses the deprecated ClickFunnels Classic (1.0) API . Since this API is no longer maintained, its best to migrate to the ClickFunnels V2 API, which is available using the ClickFunnels integration . Templates View all of ClickFunnels Classic's templates . Use cases 5 ways to automate ClickFunnels Create Salesforce leads from ClickFunnels contact activities How to add Mailchimp subscribers from ClickFunnels Additional ClickFunnels Classic resources Zapier's ClickFunnels Classic integration page ClickFunnels Classic's Help Center ClickFunnels Classic's API documentation ", "error": null, "slug": "clickfunnels-classic", "help_title": "How to get started with ClickFunnels Classic on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496013410573-How-to-get-started-with-ClickSend-SMS-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496013410573-How-to-get-started-with-ClickSend-SMS-on-Zapier", "title": "How to get started with ClickSend SMS on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the ClickSend SMS app on Zapier, you must have: An active ClickSend account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication ClickSend SMS How to get started with ClickSend SMS on Zapier Updated March 31, 2026 16:17 ClickSend SMS and Zapier connect to automate your messaging. You can trigger actions when new SMS messages arrive and send SMS messages to contacts. Prerequisites To use the ClickSend SMS app on Zapier, you must have: An active ClickSend account. Connect ClickSend SMS to Zapier To create an app connection to ClickSend SMS on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickSend SMS . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Username : Enter your ClickSend SMS username . API Key : Enter your ClickSend SMS API key . Learn more about finding your ClickSend SMS API key . Click Yes, Continue to ClickSend SMS . Your ClickSend SMS account is now successfully connected to Zapier. About ClickSend SMS's app", "text": "How to get started with ClickSend SMS on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication ClickSend SMS How to get started with ClickSend SMS on Zapier Updated March 31, 2026 16:17 ClickSend SMS and Zapier connect to automate your messaging. You can trigger actions when new SMS messages arrive and send SMS messages to contacts. Prerequisites To use the ClickSend SMS app on Zapier, you must have: An active ClickSend account. Connect ClickSend SMS to Zapier To create an app connection to ClickSend SMS on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickSend SMS . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Username : Enter your ClickSend SMS username . API Key : Enter your ClickSend SMS API key . Learn more about finding your ClickSend SMS API key . Click Yes, Continue to ClickSend SMS . Your ClickSend SMS account is now successfully connected to Zapier. About ClickSend SMS's app Triggers, searches, and actions Triggers New Incoming SMS (Instant) - Triggers when a new incoming sms is received. Searches Search Contact by Email Address - Find a contact in a contact list based on email address. Search Contact Lists - Search for a contact list based on name. Search Contact by Phone - Find a contact in a contact list based on phone number. Actions Create Contact List - Creates a new contact list. Delete Contact List - Delete a specific contact list. Send MMS - Send a new MMS. Send Postcard - Sends a postcard via the post. The PDF is printed and delivered to any address globally. Send SMS - Sends a new SMS. Send SMS to Contact List - Sends a new SMS to a list of contacts. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Update Contact - This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists. Create Contact - Creates a new contact in a list. Delete Contact - Delete specific contact from list based on the contact ID. Send Fax - Sends a new fax. Send MMS Campaign - Send an MMS Campaign to up to 20,000 contacts. Send Letter - Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally. Send SMS Campaign - Send an SMS campaign to up to 20,000 contacts at a time. Send Voice - Send a Voice Text-to-speech message to a mobile phone or landline. Create SMS Campaign - This action creates an SMS Campaign in ClickSend SMS. You need to provide the campaign name, recipient list, message content, sender's phone number, and the schedule for the campaign in UNIX timestamp. The sender's phone number and the schedule are optional. Limitations SMS scheduling is limited to a maximum of 4 months in advance. Messages scheduled beyond this timeframe will not be sent . Letter campaigns can only be cancelled within 1 hour after sending. Letter campaigns are limited to a maximum of 20,000 recipients per campaign. Letter documents must be in .DOCX format only and hosted on publicly accessible links from Google Drive, Google Docs, or Dropbox. Rate limiting applies when API limits are exceeded, returning a 429 \"TOO_MANY_REQUESTS\" error. Insufficient credits will result in message failure. Templates View all of ClickSend SMS's templates . Use cases 6 ways to automate ClickSend SMS Guide to SMS automation 4 ways your customers benefit from support and service automation Additional ClickSend SMS resources Zapier's ClickSend SMS integration page ClickSend SMS's Help Center ClickSend SMS's API documentation ", "error": null, "slug": "clicksend", "help_title": "How to get started with ClickSend SMS on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496009025037-How-to-get-started-with-Microsoft-Office-365-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496009025037-How-to-get-started-with-Microsoft-Office-365-on-Zapier", "title": "How to get started with Microsoft Office 365 on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft Office 365 app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid account (free personal accounts are not supported). Admin access or permission granted by an Admin to use Microsoft Office 365 with Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Office 365 How to get started with Microsoft Office 365 on Zapier Updated October 01, 2025 10:36 Microsoft Office 365 and Zapier connect to automate your work. You can trigger actions when new emails arrive or calendar events start and create events or send emails. Prerequisites To use the Microsoft Office 365 app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid account (free personal accounts are not supported). Admin access or permission granted by an Admin to use Microsoft Office 365 with Zapier. Connect Microsoft Office 365 to Zapier To create an app connection to Office 365 on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Office 365 . Click Add connection . A new browser tab or window will open. Log into Microsoft Office 365 to authenticate. Grant Zapier permission to access your account if prompted to. Your Office 365 account is now successfully connected to Zapier. About Microsoft Office 365's app Triggers, searches, and actions Triggers Calendar Event Start - Triggers at a specified time before an event in your calendar starts. (Polling) New Calendar Event - Triggers when a new event is created in your calendar. (Polling) New Email - Triggers when a new e-mail is received in your inbox. (Polling) New Flagged Email - Triggers when a new email is flagged. (Polling) Updated Calendar Event - Triggers when an event is updated. (Polling) New Attachment - Triggers when there is a new attachment. (Polling) New Contact - Triggers when a new contact is added to your account. (Polling) New Email Matching Search - Triggers when a new e-mail is received in your inbox that matches a search. (Polling) New Message in Folder - Triggers when a new new message in folder is created. (Polling) Searches Find a Contact - Search for a contact. Find Emails in Specific Folder - Searches for emails within a specific folder rather than across all mailboxes. Find or Create Contact - this is the description. Find Calendar Event - Finds a Calendar Event in your calendar. Find Emails - Finds emails based on search criteria. Get Calendar Events in Date Range - Retrieves calendar events within a specific date range for reporting and automation. Actions Create Contact - Creates a new contact. Delete Event - Deletes an existing event. Update Contact - Updates a con", "text": "How to get started with Microsoft Office 365 on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Office 365 How to get started with Microsoft Office 365 on Zapier Updated October 01, 2025 10:36 Microsoft Office 365 and Zapier connect to automate your work. You can trigger actions when new emails arrive or calendar events start and create events or send emails. Prerequisites To use the Microsoft Office 365 app on Zapier, you must have: A Microsoft 365 Business or Enterprise paid account (free personal accounts are not supported). Admin access or permission granted by an Admin to use Microsoft Office 365 with Zapier. Connect Microsoft Office 365 to Zapier To create an app connection to Office 365 on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Office 365 . Click Add connection . A new browser tab or window will open. Log into Microsoft Office 365 to authenticate. Grant Zapier permission to access your account if prompted to. Your Office 365 account is now successfully connected to Zapier. About Microsoft Office 365's app Triggers, searches, and actions Triggers Calendar Event Start - Triggers at a specified time before an event in your calendar starts. (Polling) New Calendar Event - Triggers when a new event is created in your calendar. (Polling) New Email - Triggers when a new e-mail is received in your inbox. (Polling) New Flagged Email - Triggers when a new email is flagged. (Polling) Updated Calendar Event - Triggers when an event is updated. (Polling) New Attachment - Triggers when there is a new attachment. (Polling) New Contact - Triggers when a new contact is added to your account. (Polling) New Email Matching Search - Triggers when a new e-mail is received in your inbox that matches a search. (Polling) New Message in Folder - Triggers when a new new message in folder is created. (Polling) Searches Find a Contact - Search for a contact. Find Emails in Specific Folder - Searches for emails within a specific folder rather than across all mailboxes. Find or Create Contact - this is the description. Find Calendar Event - Finds a Calendar Event in your calendar. Find Emails - Finds emails based on search criteria. Get Calendar Events in Date Range - Retrieves calendar events within a specific date range for reporting and automation. Actions Create Contact - Creates a new contact. Delete Event - Deletes an existing event. Update Contact - Updates a contact. Create Event - Create an event in the calendar of your choice. Create Draft Email - Creates a draft of an email that can then be reviewed and sent out. Send Email - Send an email from your Office 365 account. Limitations Microsoft automatically expires refresh tokens if you change or reset your password, do not use the token for 14 days, or after 90 days, requiring reconnection . The \"Find Contact\" action only returns contacts in your \"My Contacts\" list. Contacts in company shared directories or shared contact groups are not accessible. Microsoft Graph API has throttling limits of 10,000 requests per 10 minutes per user per app, with additional service-specific limits that can cause delays or failures. If multi-factor authentication (MFA) is enabled in your Microsoft Office 365 account after creating an app connection to Zapier, you may need to reconnect your account again on Zapier . All-day events from Microsoft are sent in UTC. Templates View all of Microsoft Office 365's templates . Use cases 6 ways to automate Microsoft Office 365 Your guide to Microsoft automation How to use Zapier within Microsoft Teams Additional Microsoft Office 365 resources Zapier's Microsoft Office 365 integration page Microsoft Office 365's Help Center Microsoft Office 365's API documentation ", "error": null, "slug": "office-365", "help_title": "How to get started with Microsoft Office 365 on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495976241805-Common-Problems-with-Smartsheet", "final_url": "https://help.zapier.com/hc/en-us/articles/8495976241805-Common-Problems-with-Smartsheet", "title": "Common Problems with Smartsheet", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Smartsheet &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Smartsheet Common Problems with Smartsheet Updated March 05, 2026 13:11 Zap is not triggering from new rows of data If the Smartsheet connected to the Zap is currently active, new rows added to a Smartsheet won't trigger the Zap. To trigger from these newly added rows of data, you will either have to: Choose another sheet to make the current sheet inactive Close the Active sheet My \"Updated Row\" trigger is triggering way too many times You may be receiving emails warning that your Zap is trying to trigger off too many changes. If this is the case, and you're using the \"Updated Row\" trigger, ensure that if you add rows to the sheet that you add them to the very bottom of the sheet and not the top or in the middle. If you add anywhere but the very bottom, every row below it will change its row number thus triggering a change en masse. \"There was no data available to create or update a row in Smartsheet. Either the Trigger did not provide any data, or none of the Action fields were mapped to Trigger fields. Please check your configuration.\" The \"Add Row to Spreadsheet\" and \"New Row Update\" Actions require that at least one field be filled out in the Zap. If you encountered this error while using one of these Actions, it is possible that during the configuration of the Zap none of the Action fields were mapped (by selecting a dropdown option) or manually filled with values. Alternatively, the Trigger may not have provided any data. \"Column ID was not found.\" A Smartsheet column used in your Zap may have been deleted from the sheet. You need to edit the Action portion of your Zap to remove any data or mapping from the column in question. I can't select my Smartsheet attachments or discussions columns. There isn't currently a way to match file attachments or discussions for Smartsheet Triggers or Actions. I am trying to get my Gmail attachment into Smartsheet. There isn't currently a way for Smartsheet actions to receive files provided by certain Zapier file-enabled triggers (Gmail and others). Not all columns from the sheet are displayed during configuration. Columns that are locked based on your sharing permission level won't be displayed. The dates copied from Smartsheet are off by a few hours or a day. Date values provided by Smartsheet are not time-zone specific, so using Actions and Triggers that involve date values may not display the results you expect. You can use the Formatter app to modify dates and times as needed. Updated Row Move Row action results in an error even though I'm passing the ID from Step 1 If you wantSmartsheet has two ID fields, one called ID and the other called OriginalID . You'll want to use the Original ID field for this zap. It should look like this: Trigger sample results contains a lot of No Sample Data values This happens when data has not been \"Saved\" in a Smartsheet row yet. To fix, enter some data in a row of your Smartsheet, then click the \"Save\" icon in top-left of the sheet. I received a scary message from Smartsheet about TLS! Smartsheet occasionally sends out messages regarding compatibility with their API. Zapier supports up to TLS 1.2, so we are compatible with Smartsheet's API! I'm getting the error message of \"Value is not supported for this column type. Use objectValue instead.\" In your Smartsheet, make sure all the columns have \"Allow multiple contacts per cell\" unticked. It's not possible to add more than one contact record to a specific cell. ", "error": null, "slug": "smartsheet", "help_title": "Common Problems with Smartsheet"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495971177485-Common-problems-with-Unbounce-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495971177485-Common-problems-with-Unbounce-on-Zapier", "title": "Common problems with Unbounce on Zapier", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "Common problems with Unbounce on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Unbounce Common problems with Unbounce on Zapier Updated May 29, 2026 18:14 I'm not able to see all my fields from my Unbounce form When a new field is added to an Unbounce form, you'll need to publish the page and submit the new form at least once. Zapier will then be able to find a form submission that includes this new field. The client isn't showing up in the dropdown to select when setting up a Zap. Check your permission by Unbounce, as you must be the Author or Admin for a client in order to set up Zap workflows for it. I'm not able to sign in with Google Login to the Unbounce app in another browser tab before selecting + Connect a new account in Zapier. ", "error": null, "slug": "unbounce", "help_title": "Common problems with Unbounce on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496002578317-How-to-get-started-with-Unbounce-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496002578317-How-to-get-started-with-Unbounce-on-Zapier", "title": "How to get started with Unbounce on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Unbounce app on Zapier, you must have: An active Unbounce account with a published landing page, popup, or sticky bar. Author or Admin permissions for the Unbounce Client you are setting up.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Unbounce How to get started with Unbounce on Zapier Updated September 02, 2025 11:03 Unbounce and Zapier connect to automate your work. You can trigger actions when new form submissions are received and send data to CRMs or email tools. Prerequisites To use the Unbounce app on Zapier, you must have: An active Unbounce account with a published landing page, popup, or sticky bar. Author or Admin permissions for the Unbounce Client you are setting up. Connect Unbounce to Zapier To create an app connection to Unbounce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Unbounce . Click Add connection . A new browser tab or window will open. Log into Unbounce to authenticate. Grant Zapier permission to access your account if prompted to. Your Unbounce account is now successfully connected to Zapier. About Unbounce's app", "text": "How to get started with Unbounce on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Unbounce How to get started with Unbounce on Zapier Updated September 02, 2025 11:03 Unbounce and Zapier connect to automate your work. You can trigger actions when new form submissions are received and send data to CRMs or email tools. Prerequisites To use the Unbounce app on Zapier, you must have: An active Unbounce account with a published landing page, popup, or sticky bar. Author or Admin permissions for the Unbounce Client you are setting up. Connect Unbounce to Zapier To create an app connection to Unbounce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Unbounce . Click Add connection . A new browser tab or window will open. Log into Unbounce to authenticate. Grant Zapier permission to access your account if prompted to. Your Unbounce account is now successfully connected to Zapier. About Unbounce's app Triggers, searches, and actions Triggers New Form Submission (Instant) - Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar. Searches No search actions available for Unbounce Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply. Unbounce has a rate limit of 500 requests per minute per user account and IP address, which may affect high-volume integrations. Templates View all of Unbounce's templates . Use cases 5 ways to automate Unbounce with Zapier How to automatically add new Unbounce submissions to Google Sheets Fast follow-up: Automatic workflows to get the most out of your landing page Additional Unbounce resources Zapier's Unbounce integration page Unbounce's Help Center Unbounce's API documentation ", "error": null, "slug": "unbounce", "help_title": "How to get started with Unbounce on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/28030319732749-Trigger-60-000-rows-from-a-single-CSV-file-using-Files-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/28030319732749-Trigger-60-000-rows-from-a-single-CSV-file-using-Files-by-Zapier", "title": "Trigger 60,000 rows from a single CSV file using Files by Zapier", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Trigger 60,000 rows from a single CSV file using Files by Zapier Updated May 29, 2026 18:19 Files by Zapier allows you to trigger Zap workflows from CSV rows. This is great to use when you want to take action from large CSV files, with up to 60,000 rows. To use this action, you’ll need two Zap workflows: Zap 1: This Zap triggers every time a new CSV file is created with the app of your choice, such as Google Drive. It will send every row of the CSV file to Files by Zapier. Zap 2: This Zap is triggered by the action in Zap 1, and allows you to send the rows from the CSV to other apps. When both Zap workflows are turned on, each row of the CSV file will be sent to another app. So, if you have 10,000 rows in the CSV, 10,000 items will trigger Zap 2. Best practices for using this workflow You can only trigger 1 CSV file every 30 minutes. CSV files are limited to a file size of 4MB and 60,000 rows. Your CSV files should follow a consistent structure and naming convention for their columns each time the Zap runs. If not, headers are in a different order, or named something else, your Zap might: Mismapped data : If the order of the columns has changed, it might place data in the wrong place. Missed data: If it can’t find the expected headers, it might skip important information. 1. Set up the trigger for Zap 2 The first Zap we’re creating is Zap 2, because you need the webhook URL this Zap will create to set up Zap 1. This Zap will trigger when Zap 1 runs and send each row to any app you want to take action with. In the Zap editor, click the Trigger step. A dialog box will open. In the search box, search for and select the app Webhooks by Zapier . The right sidebar will open. In the App & event tab, click the Event dropdown menu. Select the event Catch Hook . Copy the webhook URL to your clipboard. You will need this for Zap 1. You'll continue setting up this Zap later, so leave this tab open in your browser. You'll set Zap 1 using a new browser tab or window. 2. Set up Zap 1 This Zap will trigger every time a new file is added from your app and send the information to Zap 2 using Files by Zapier. Open a new browser tab or window . Go to Zapier.com and click + Create . In the Zap editor, click the Trigger step. A dialog box will open. In the search box, search for and select the app that has the CSV file you want to work with, such as ", "text": "Trigger 60,000 rows from a single CSV file using Files by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Trigger 60,000 rows from a single CSV file using Files by Zapier Updated May 29, 2026 18:19 Files by Zapier allows you to trigger Zap workflows from CSV rows. This is great to use when you want to take action from large CSV files, with up to 60,000 rows. To use this action, you’ll need two Zap workflows: Zap 1: This Zap triggers every time a new CSV file is created with the app of your choice, such as Google Drive. It will send every row of the CSV file to Files by Zapier. Zap 2: This Zap is triggered by the action in Zap 1, and allows you to send the rows from the CSV to other apps. When both Zap workflows are turned on, each row of the CSV file will be sent to another app. So, if you have 10,000 rows in the CSV, 10,000 items will trigger Zap 2. Best practices for using this workflow You can only trigger 1 CSV file every 30 minutes. CSV files are limited to a file size of 4MB and 60,000 rows. Your CSV files should follow a consistent structure and naming convention for their columns each time the Zap runs. If not, headers are in a different order, or named something else, your Zap might: Mismapped data : If the order of the columns has changed, it might place data in the wrong place. Missed data: If it can’t find the expected headers, it might skip important information. 1. Set up the trigger for Zap 2 The first Zap we’re creating is Zap 2, because you need the webhook URL this Zap will create to set up Zap 1. This Zap will trigger when Zap 1 runs and send each row to any app you want to take action with. In the Zap editor, click the Trigger step. A dialog box will open. In the search box, search for and select the app Webhooks by Zapier . The right sidebar will open. In the App & event tab, click the Event dropdown menu. Select the event Catch Hook . Copy the webhook URL to your clipboard. You will need this for Zap 1. You'll continue setting up this Zap later, so leave this tab open in your browser. You'll set Zap 1 using a new browser tab or window. 2. Set up Zap 1 This Zap will trigger every time a new file is added from your app and send the information to Zap 2 using Files by Zapier. Open a new browser tab or window . Go to Zapier.com and click + Create . In the Zap editor, click the Trigger step. A dialog box will open. In the search box, search for and select the app that has the CSV file you want to work with, such as Google Drive, New File in Folder. Test your trigger. (Optional) If the trigger contains more than one file type, add a filter to only trigger for CSV files. Click the Action step. In the search box, search for and select the app Files by Zapier . In the App & event tab, click the Event dropdown menu. Select the action Trigger Zap workflows from CSV rows . In the Action settings set the following fields: CSV File: Map a file object from the trigger step. Webhook URL : Add the Webhook URL copied from Zap 2. Optional) Has Header Row : In the dropdown field, select whether the CSV file contains header rows. By default, this is set to true . Select True to label output fields as the column name. Select False to label output fields as numbers (e.g. 1,2,3). For this option, Zapier will skip the first row. (Optional) Delimiter : In the dropdown field, specify how the values are separated in the CSV file. You can select either: Comma Semicolon Tab Click Continue . Click Test this step . This is necessary to allow you to test Zap 2 successfully. 3. Set up the action for Zap 2 Go back to the browser tab or window where you started creating Zap 2. Go to your Webhook by Zapier trigger and click Test trigger . If it doesn't find any data, retest your Files by Zapier action step in Zap 1 again. Click Continue with selected record . Next, set up an action using the app you want the CSV to go to. As you will have multiple rows, you’ll must use either: An action that supports line items . To tell if your app supports line items, go to its app directory page and check the list of actions. The description will state if line items are supported. An action step to loop through line items before your app action. Once you finish setting up Zap 2, turn both Zap workflows on. To find out more about using Files by Zapier, visit the Zapier Community . ", "error": null, "slug": "files-by-zapier", "help_title": "Trigger 60,000 rows from a single CSV file using Files by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39179377409933-How-to-get-started-with-Smartsheet-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39179377409933-How-to-get-started-with-Smartsheet-on-Zapier", "title": "How to get started with Smartsheet on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Smartsheet app on Zapier, you must have: A Smartsheet Pro, Business, or Enterprise plan.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Smartsheet How to get started with Smartsheet on Zapier Updated August 29, 2025 11:56 Smartsheet and Zapier connect to automate your work. You can trigger actions when new rows are added and create or update rows in sheets. Prerequisites To use the Smartsheet app on Zapier, you must have: A Smartsheet Pro, Business, or Enterprise plan. Connect Smartsheet to Zapier To create an app connection to Smartsheet on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Smartsheet . Click Add connection . A new browser tab or window will open. Log into Smartsheet to authenticate. Grant Zapier permission to access your account if prompted to. Your Smartsheet account is now successfully connected to Zapier. About Smartsheet's app", "text": "How to get started with Smartsheet on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Smartsheet How to get started with Smartsheet on Zapier Updated August 29, 2025 11:56 Smartsheet and Zapier connect to automate your work. You can trigger actions when new rows are added and create or update rows in sheets. Prerequisites To use the Smartsheet app on Zapier, you must have: A Smartsheet Pro, Business, or Enterprise plan. Connect Smartsheet to Zapier To create an app connection to Smartsheet on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Smartsheet . Click Add connection . A new browser tab or window will open. Log into Smartsheet to authenticate. Grant Zapier permission to access your account if prompted to. Your Smartsheet account is now successfully connected to Zapier. About Smartsheet's app Triggers, searches, and actions Triggers Get Reports (Polling) - [PRIVATE] Generates report list for dropdown. New Comment (Polling) - Triggers when a new comment is added. New or Updated Report Row (Polling) - Triggers when rows in a report are created or updated. New Attachment (Polling) - Triggers when a new attachment is added to a row. New Row (Polling) - Triggers when a new row is added. Updated Row (Instant) - Triggers when cells in a row are updated or created (based on your settings). Searches Find Attachment - Find an attachment by row ID. Find sheet Row (Legacy) - Find a row in a specified sheet using a query. Find Sheet Row - Find Sheet Row. Actions Create Workspace - Creates a Workspace. Add Discussion to Row - Adds discussion to row. Copy Folder - Copies folder to another destination. Copy Workspace - Creates a copy of the specified Workspace. Move Row - Moves row to another sheet. Create Sheet From Template - Create a new sheet from a template. Send Row - Send a row via email. Share Sheet - Share a sheet. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Attachment to Row - Adds a file attachment to a row. Add Row to Sheet - Add a row to a sheet. Copy Row - Copies row to another sheet. Export Column - Exports the row data for a specific sheet column. Supports parent row filtering. Create Sheet From Existing Sheet - Create a new sheet from an existing sheet. Update Row - Update an existing row with new values. Requires a row ID. Send Sheet - Send a sheet via email (as PDF or Excel). Share Workspace - Share a workspace. Limitations Rate limiting is enforced to prevent abuse , with HTTP 429 status returned when API calls exceed acceptable load, requiring integrations to handle rate limit errors gracefully with minimum 60-second delays. File upload size is limited to 30MB maximum for attachments through the API. Templates View all of Smartsheet's templates . Use cases Integrate Smartsheet with your other apps Smartsheet vs Excel: Which should you use? Make a plan: How to outline your ideas with 20 powerful tools Smartsheet vs Asana: Which project management app should you use? Additional Smartsheet resources Zapier's Smartsheet integration page Smartsheet's Help Center Smartsheet's API documentation ", "error": null, "slug": "smartsheet", "help_title": "How to get started with Smartsheet on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860054944269-How-to-get-started-with-PDF-co-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860054944269-How-to-get-started-with-PDF-co-on-Zapier", "title": "How to get started with PDF.co on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the PDF.co app on Zapier, you must have: An active PDF.co account with an API key from your PDF.co Dashboard . Sufficient PDF.co credits for your intended usage.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files PDF.co How to get started with PDF.co on Zapier Updated January 23, 2026 14:29 PDF.co and Zapier connect to automate PDF tasks. You can convert files to PDF, extract data from documents, and split or merge PDFs. Prerequisites To use the PDF.co app on Zapier, you must have: An active PDF.co account with an API key from your PDF.co Dashboard . Sufficient PDF.co credits for your intended usage. Connect PDF.co to Zapier To create an app connection to PDF.co on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select PDF.co . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your PDF.co API key . Click Yes, Continue to PDF.co . Your PDF.co account is now successfully connected to Zapier. About PDF.co's app", "text": "How to get started with PDF.co on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files PDF.co How to get started with PDF.co on Zapier Updated January 23, 2026 14:29 PDF.co and Zapier connect to automate PDF tasks. You can convert files to PDF, extract data from documents, and split or merge PDFs. Prerequisites To use the PDF.co app on Zapier, you must have: An active PDF.co account with an API key from your PDF.co Dashboard . Sufficient PDF.co credits for your intended usage. Connect PDF.co to Zapier To create an app connection to PDF.co on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select PDF.co . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your PDF.co API key . Click Yes, Continue to PDF.co . Your PDF.co account is now successfully connected to Zapier. About PDF.co's app Triggers, searches, and actions Triggers No triggers available for PDF.co. Searches No searches available for PDF.co. Actions Add Barcode to PDF - Generate Barcode and add to existing PDF Add Image to PDF - Add Image to PDF AI Invoice Parser - Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time. Advanced Barcode Reader - Decode barcodes from images or PDF documents swiftly and accurately. PDF to Anything Converter - Convert PDF to JPG, PNG, CSV, XML, JSON and other formats Document Classifier - Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document. Send Email With Attachment - Send Email With Attachment HTML to PDF Converter - Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache). PDF Merger - Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more. Compress and Optimize PDF - Significantly reduce PDF file size by compressing and optimizing images and objects within the document. PDF Find Table - This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns. Search and Delete Found Text in PDF - Identify and remove specified text from a PDF document Search and Replace With Image in PDF - Search text inside PDF and replace with Image Split PDF Into Multiple Files - This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges. Split PDF Based on Text Search - This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment. Add Form Field to PDF - Add Form Field to PDF Add Text to PDF - Add Text to PDF Barcode Generator - Generate a barcode Anything to PDF Converter - Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF. Custom API Call - Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users. Document Parser - Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload. Get PDF Information - Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information. Convert Scanned PDF to Searchable PDF - Converts a scanned PDF or image file into a text-searchable PDF. PDF Page Tools - Tools to rotate and delete pages from your PDF files effectively. PDF Filler - Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates. PDF Security - Add/Remove Password and Security Features to/from PDF file Search and Replace Text in PDF - Locate and replace specified text within a PDF document Search in PDF - Allows you to search for specific text within PDF documents or scanned images. Split PDF Based on Barcode Search - This operation segments a PDF document based on barcode search, creating new PDF files for each segment. Limitations Request size limit of 4 megabytes maximum for API requests. File inputs are only accepted via publicly accessible URLs, not through direct uploads. Rate limiting applies with error code 429 \"Too many requests in a given time period\". Password-protected documents require special handling and may result in error code 441 \"Invalid Password\" . Templates View all of PDF.co's templates . Use cases Edit, convert, and parse PDF files with PDF.co How to create and extract data from PDFs with Zapier Additional PDF.co resources Zapier's PDF.co integration page PDF.co's Help Center PDF.co's API documentation ", "error": null, "slug": "pdfco", "help_title": "How to get started with PDF.co on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496047004429-How-to-Use-the-Set-up-Google-Slides-Presentation-Action", "final_url": "https://help.zapier.com/hc/en-us/articles/8496047004429-How-to-Use-the-Set-up-Google-Slides-Presentation-Action", "title": "How to Use the \"Set up Google Slides Presentation\" Action", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to Use the &quot;Set up Google Slides Presentation&quot; Action &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Slides How to Use the &quot;Set up Google Slides Presentation&quot; Action Updated February 06, 2024 09:28 To create a presentation using a Zap, you will first need to create a template presentation to bring your data into on your Google Slides account. So first head over to your Google Slides account and make a new presentation from a template or from scratch. You can read more on how to create a Google Slide presentation here On your template slide, you can specify what fields you want to add to your slide from your Zap by entering a word surrounded by two braces (curly brackets) as placeholder variables. Like this: Tip: you can add placeholder variables across multiple slides on one presentation. Then, when you are setting up your Zap template using this Action, select your template from the \"Template Presentation\" drop down and then you will see all the fields you specified with braces like this: Tip: to pass images onto the template, you just need to create a text placeholder variable on your presentation template, then pass on a URL to a hosted image on your Zap template. Then, each time your Zap runs, it will create a new present based on your template! ", "error": null, "slug": "google-slides", "help_title": "How to Use the \"Set up Google Slides Presentation\" Action"}
{"url": "https://help.zapier.com/hc/en-us/articles/37500885530893-Limited-time-offer-100-000-free-Facebook-Conversions-tasks-per-month-for-6-months", "final_url": "https://help.zapier.com/hc/en-us/articles/37500885530893-Limited-time-offer-100-000-free-Facebook-Conversions-tasks-per-month-for-6-months", "title": "Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2025 Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months Updated May 29, 2026 18:16 Get 100,000 free Send Funnel Event tasks every month for six months when you use Facebook Conversions. Offer details How to redeem this offer : This offer is available when you use the Send Funnel Event action with the following apps: Facebook Conversions . Facebook Conversions (for Business admins) . Free task usage : 100,000 free tasks/month applied only to Send Funnel Event → Facebook Conversions steps This means these actions will not count towards your task usage . Other steps (Slack, CRM updates, emails, etc.) still count against your normal task allowance. Eligibility: This offer is available to: It's available for all Zapier users on any plan, except for Accounts that have sent a Send Funnel Event Action in the past 90 days. Activation : The offer will be activated automatically when you run your first Zap that contains the Send Funnel Event Facebook Conversions action. No further setup or opt-in required. All other actions in your Zap workflows are still subject to usage plan limits. Offer period: Starts: July 23, 2025. Duration: Six calendar months from your first eligible Send Funnel Event run. Rollover: Unused free tasks do not roll over—each month you’ll get a fresh 100,000-task credit. FAQs Are there any other Facebook Conversion actions included in the offer? Are there any other Facebook Conversion actions included in the offer? This offer is specifically focused on the Send Funnel Event action. Meta recommends sending lead and conversion data straight from your CRM into Facebook for lead-generation advertisers to ensure accurate measurement and attribution. The Send Funnel Event action makes that workflow seamless—and now you can run up to 100,000 of those steps per month for free , for six months. If I downgrade my Zapier account during the limited-time offer, what happens to my Zap workflows? If I downgrade my Zapier account during the limited-time offer, what happens to my Zap workflows? Zap workflows that use Facebook Conversions will still be eligible for the offer. All other Zap workflows that do not use Facebook Conversions will be subject to your new plan limits. What happens if I exceed the 100,000 free tasks in a month? What happens if I exceed the 100,000 free tasks in a month? Any additional tasks used for Facebook Conversions actions beyond the 100,000 free tasks will count toward your plan’s task usage limits. If you run out of tasks, your Zap workflows will be paused until you either upgrade your plan or the next month begins. Do I need to activate anything to start receiving free tasks? Do I need to activate anything to start receiving free tasks? No activation is required. The offer will automatically be applied when you run your first Zap that includes an eligible Facebook Conversions action. What happens to my free tasks if I stop using Facebook Conversions in my Zap workflows? What happens to my free tasks if I stop using Facebook Conversions in my Zap workflows? If you stop using Facebook Conversions in your Zap workflows, the free tasks will no longer apply. Only Zap workflows using the eligible Facebook Conversions actions will benefit from the free tasks during the promotional period. What if I upgrade my Zapier plan during the promotion? What if I upgrade my Zapier plan during the promotion? Your free tasks for Facebook Conversions actions will remain the same (100,000 per month). However, other Zap workflows will follow the task limits of your new plan. Can I track my usage of the free tasks? Can I track my usage of the free tasks? Yes, you can track how many free tasks you’ve used on the Billing and Usage page. The Facebook Conversions free tasks will be listed separately from your regular task usage. Will the free tasks carry over to the next month if I don't use them all? Will the free tasks carry over to the next month if I don’t use them all? No, unused free tasks do not roll over. Each month you’ll receive 100,000 new free tasks for Facebook Conversions actions, and any unused tasks will expire at the end of each month. Can I use the free tasks with multiple Facebook Conversion accounts? Can I use the free tasks with multiple Facebook Conversions accounts? Yes, as long as the Zap workflows include the eligible Facebook Conversions actions, you can use the free tasks with multiple app connections to different Facebook Conversions accounts. ", "error": null, "slug": "facebook-conversions-business", "help_title": "Limited-time offer: 100,000 free Facebook Conversions tasks per month for 6 months"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495980995085-How-to-get-started-with-Wave-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495980995085-How-to-get-started-with-Wave-on-Zapier", "title": "How to get started with Wave on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Wave app on Zapier, you must have: An active Wave account with a Pro Plan subscription or Wave Advisors bookkeeping subscription. As of May 26, 2025, all businesses in Wave require one of these paid subscriptions to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Wave How to get started with Wave on Zapier Updated January 21, 2026 10:12 Wave and Zapier connect to automate accounting tasks. You can trigger actions when new customers or invoices are added and create customers, invoices, or sales records. Prerequisites To use the Wave app on Zapier, you must have: An active Wave account with a Pro Plan subscription or Wave Advisors bookkeeping subscription. As of May 26, 2025, all businesses in Wave require one of these paid subscriptions to connect with Zapier. Connect Wave to Zapier To create an app connection to Wave on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Wave . Click Add connection . A new browser tab or window will open. Log into Wave to authenticate. Grant Zapier permission to access your account if prompted to. Your Wave account is now successfully connected to Zapier. About Wave's app", "text": "How to get started with Wave on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Wave How to get started with Wave on Zapier Updated January 21, 2026 10:12 Wave and Zapier connect to automate accounting tasks. You can trigger actions when new customers or invoices are added and create customers, invoices, or sales records. Prerequisites To use the Wave app on Zapier, you must have: An active Wave account with a Pro Plan subscription or Wave Advisors bookkeeping subscription. As of May 26, 2025, all businesses in Wave require one of these paid subscriptions to connect with Zapier. Connect Wave to Zapier To create an app connection to Wave on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Wave . Click Add connection . A new browser tab or window will open. Log into Wave to authenticate. Grant Zapier permission to access your account if prompted to. Your Wave account is now successfully connected to Zapier. About Wave's app Triggers, searches, and actions Triggers New Customer - Triggers when a new customer is added to a business you choose (Polling) New Invoice - Triggers when a new invoice is created (Polling) Searches Find Customer - Finds an existing customer Find or Create Customer - Finds an existing customer Find Sold Product or Service - Finds an existing product or service by name Actions Create Customer - Creates a customer in a business that you choose Create Product or Service - Creates a product or service in a business that you choose Create Invoice - Creates a new invoice Record Sale - Records an Income transaction with optional Sales Tax and optional Payment Processing Fee Limitations Some invoice operations like sending invoices require the business to have email sending features enabled (Business.emailSendEnabled must be true). Templates View all of Wave's templates . Use cases 4 ways to automate Wave Your guide to automating invoicing Guide to accounting automation Additional Wave resources Zapier's Wave integration page Wave's Help Center Wave's API documentation ", "error": null, "slug": "wave", "help_title": "How to get started with Wave on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496016811917-How-to-Get-Started-with-Google-Slides-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496016811917-How-to-Get-Started-with-Google-Slides-on-Zapier", "title": "How to Get Started with Google Slides on Zapier", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "How to Get Started with Google Slides on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Google Slides How to Get Started with Google Slides on Zapier Updated February 05, 2024 17:48 How to Get Started with Google Slides on Zapier. To get started with Google Slides on Zapier, first you will need to click to connect your Google Slides account to use with your Zap. You’ll now be asked to log into your Google Slides account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click “Authorize” to continue. If all steps were successful your Google Slides account will now be successfully connected. ", "error": null, "slug": "google-slides", "help_title": "How to Get Started with Google Slides on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "title": "Meta work account migration: What Facebook-related app users need to know", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows.", "text": "Meta work account migration: What Facebook-related app users need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows. ", "error": null, "slug": "facebook-conversions-business", "help_title": "Meta work account migration: What Facebook-related app users need to know"}
{"url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "title": "Meta work account migration: What Facebook-related app users need to know", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows.", "text": "Meta work account migration: What Facebook-related app users need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows. ", "error": null, "slug": "facebook-messenger", "help_title": "Meta work account migration: What Facebook-related app users need to know"}
{"url": "https://help.zapier.com/hc/en-us/articles/26967162052493-Changes-impacting-Facebook-Offline-Conversions-users", "final_url": "https://help.zapier.com/hc/en-us/articles/26967162052493-Changes-impacting-Facebook-Offline-Conversions-users", "title": "Changes impacting Facebook Offline Conversions users", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Changes impacting Facebook Offline Conversions users &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 Changes impacting Facebook Offline Conversions users Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Meta has announced that it's deprecating the Offline Conversions API (OCAPI) which the current Facebook Offline Conversions app uses. In addition, Meta will disable the ability to create new offline event sets (OES). Meta anticipates that the OCAPI will be discontinued May 1, 2025. In preparation for this change, Zapier has added support for offline conversions in these two apps: Facebook Conversions Facebook Conversions (for Business admins) Users can switch to these two apps today to prepare for the upcoming changes to the Facebook Offline Conversions app. How this update will affect users Beginning June 4, 2024, you won’t be able to create any new Zap workflows using the Facebook Offline Conversions app. Zap workflows that use the Facebook Offline Conversions app will continue working until May 1, 2025. After this date, these Zap workflows will stop running. To continue using Facebook Offline Conversions, you’ll need to manually update your Zap workflows to use either Facebook Conversion or Facebook Conversions (for Business admins). View all affected Zap workflows that use Facebook Offline Conversions. Guidance on updating your Zap workflows When updating to Facebook Conversions or Facebook Conversions (for Business admins) , you’ll need to use either of these actions: Send Purchase Event Send Other Event When setting up either of these actions, you must select the Action Source dropdown menu as Physical Store to record your offline conversions. In addition, a new required “ Dataset ” field will appear in the Zap editor. To complete this field, Meta recommends: If you already have a pixel dataset for web events, select this dataset to migrate your existing OCAPI. If you have an exclusive offline app via OCAPI and no web events, create a new dataset. Additional Meta resources How to create a dataset in Meta Events Manager About datasets in Meta Events Manager Decide which dataset creation option is right for your business ", "error": null, "slug": "facebook-conversions-business", "help_title": "Changes impacting Facebook Offline Conversions users"}
{"url": "https://help.zapier.com/hc/en-us/articles/41969122672397-Important-update-URL-Shortener-app-moving-to-premium", "final_url": "https://help.zapier.com/hc/en-us/articles/41969122672397-Important-update-URL-Shortener-app-moving-to-premium", "title": "Important update: URL Shortener app moving to premium", "auth_signals": ["premium"], "prerequisites": "", "connect_steps": "", "text": "Important update: URL Shortener app moving to premium &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2025 Important update: URL Shortener app moving to premium Updated December 16, 2025 15:00 We're enhancing the security and reliability of the URL Shortener app by moving it to a premium app . This change takes effect on January 15, 2026. What you need to know Requirements: The URL Shortener app will be available to users on a paid Zapier plan or those on an eligible free trial that includes premium features. Impact: If you do not meet this requirement by the effective date, any workflows currently using the URL Shortener app will stop running. Why? This allows us to better authenticate usage, reduce abuse (including spam and phishing attempts), and continue investing security safeguards to protect our legitimate customers Next steps Upgrade : To continue using the app, upgrade to a paid Zapier plan . Alternatives : Explore alternative URL shortening apps . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null, "slug": "url-shortener", "help_title": "Important update: URL Shortener app moving to premium"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496029700749-Common-Problems-with-Wave-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496029700749-Common-Problems-with-Wave-on-Zapier", "title": "Common Problems with Wave on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Wave on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Wave Common Problems with Wave on Zapier Updated March 05, 2026 13:11 Error Message: \"INVALID: Transaction line items in the transaction currency are over balanced.\" There are a few scenarios where this error appears when using the action \"Record Sales\": If the \"Sales Tax Amount\" field contains a value, then \"Sales Tax Abbreviation\" must also contain a value and vice versa. If the \"Processing Fee Amount\" field contains a value, then \"Processing Fee Expense Category\" must also contain a value and vice versa. Lastly, check you've selected the incorrect \"Number Format\". Use \"Major Units\" when working with decimals (e.g. $1.21) and \"Minor Units\" when there are no decimals (e.g. 121¢). ", "error": null, "slug": "wave", "help_title": "Common Problems with Wave on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495936305165-How-to-get-started-with-Wufoo-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495936305165-How-to-get-started-with-Wufoo-on-Zapier", "title": "How to get started with Wufoo on Zapier", "auth_signals": ["webhook"], "prerequisites": "Prerequisites To use the Wufoo app on Zapier, you must have: A paid Wufoo plan. Admin or owner permissions for the Wufoo form/report you want to access, or view/edit permissions at minimum.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Wufoo How to get started with Wufoo on Zapier Updated May 29, 2026 18:14 Wufoo and Zapier connect to automate form workflows. You can trigger actions when new entries are submitted and create new form entries. Prerequisites To use the Wufoo app on Zapier, you must have: A paid Wufoo plan. Admin or owner permissions for the Wufoo form/report you want to access, or view/edit permissions at minimum. Connect Wufoo to Zapier To create an app connection to Wufoo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Wufoo . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Wufoo Login Email : Enter your Wufoo username . Wufoo Login Password : Enter your Wufoo password . Account name : Enter your Wufoo account name . Click Yes, Continue to Wufoo . Your Wufoo account is now successfully connected to Zapier. About Wufoo's app", "text": "How to get started with Wufoo on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Wufoo How to get started with Wufoo on Zapier Updated May 29, 2026 18:14 Wufoo and Zapier connect to automate form workflows. You can trigger actions when new entries are submitted and create new form entries. Prerequisites To use the Wufoo app on Zapier, you must have: A paid Wufoo plan. Admin or owner permissions for the Wufoo form/report you want to access, or view/edit permissions at minimum. Connect Wufoo to Zapier To create an app connection to Wufoo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Wufoo . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Wufoo Login Email : Enter your Wufoo username . Wufoo Login Password : Enter your Wufoo password . Account name : Enter your Wufoo account name . Click Yes, Continue to Wufoo . Your Wufoo account is now successfully connected to Zapier. About Wufoo's app Triggers, searches, and actions Triggers New Entry (poll) - Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries. (Polling) New Form - Triggers when you build a new form. (Polling) New Subscription Entry - Triggers when someone fills out your form. (Instant) New Field - Triggers when a new field is added to a form. (Polling) New Entry - Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually). (Instant) Searches Find a Submission - Find a form submission by a field and its value. Actions Create Entry - Creates a new entry in Wufoo for a form and data you select. Create Entry (Legacy) - Creates a new entry in Wufoo for a form and data you select (except not files). New Entry trigger setup This instant trigger requires you to copy a unique URL from Zapier and paste it into your Wufoo form settings. Copy the webhook URL in Zapier. In your Zapier workflow, ensure the New Entry trigger step is selected. Navigate to the Test tab within the trigger setup. Click the Copy button next to the unique webhook URL. Configure the webhook in Wufoo. Follow Wufoo's documentation to set up a webhook . When prompted for the webhook address, paste the Zapier's webhook URL , as the webhook URL into the designed field. Save your Wufoo form settings to complete the connection. Limitations Maximum number of integrations per form is limited. You may receive a \"403: You have reached the maximum number of integrations allowed for this form\" error when trying to create too many Zap workflows for a single form. Daily API usage limits exist and can be exceeded, resulting in \"HTTP 421: You have exceeded your daily API usage\" errors when using the \"New Entry (poll)\" trigger for multiple workflows. API usage is restricted per key, per day and depends on your Wufoo plan. Check the Wufoo pricing page for specific request limits. Multi-select and checkbox fields are not supported by Zapier integration. A paid Wufoo plan is required to integrate with Zapier. Free plans will receive \"402: Payment Required\" errors. Forms with \"Allow only one entry per user\" setting enabled may cause issues with the Create Entry action due to IP address limitations from Zapier's servers. Webhooks cannot use your account timezone settings and will use PST server time instead. To correct this, use Formatter to adjust the date/time output from Wufoo. To use the New Entry trigger trigger (instant), you will need to add the Zapier webhook URL into Wufoo . The Zapier Webhook will appear on the trigger's Test tab for you to copy into Wufoo. Templates View all of Wufoo's templates . Use cases 5 ways to automate Wufoo with Zapier Additional Wufoo resources Zapier's Wufoo integration page Wufoo's Help Center Wufoo's API documentation ", "error": null, "slug": "wufoo", "help_title": "How to get started with Wufoo on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495954208013-Common-Problems-With-Wufoo", "final_url": "https://help.zapier.com/hc/en-us/articles/8495954208013-Common-Problems-With-Wufoo", "title": "Common Problems With Wufoo", "auth_signals": ["api_key", "webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Wufoo Common Problems With Wufoo Updated May 29, 2026 18:14 (403) You have reached the maximum number of integrations allowed for this form This error from Wufoo happens when you have too many zaps for a particular form. Fear not though, switching to the \"New Entry (poll)\" trigger will eliminate that concern. Alternatively, you could add multiple actions to a single zap instead of creating multiple zaps using the same form as your trigger. \"Sorry, but this form is limited to one submission per user.\" error when using Create Entry action The \"Allow only one entry per user\" setting in a Wufoo form only allows one entry per IP address. When using this action, the sender IP address is Zapier's, and sometimes it's going to be the same. Please try to disable this setting at Edit form -> Form Properties. HTTP 421: You have exceeded your daily API usage. Try using our webhooks or create extra users to distribute the load. If you are using the trigger \"New Entry (poll)\" for multiple Zap workflows, it's entirely possible to hit your Wufoo API limits. There are two potential solutions. 1. Switch to using the \"New Entry\" trigger. This avoids using the Wufoo API altogether. However, if you are having problems with 403 Errors this is likely not a good solution for you. Instead check out option 2 below. 2. Create a New API User in Wufoo Each user in Wufoo has their own API keys. Creating a new user lets you use their API key for some of your Zap workflows to reduce the load on the other API key. To make this work, create a new user in Wufoo by navigating to the users tab inside of your logged in Wufoo account. Once you have a new user created in Wufoo. Navigate to your connected accounts inside of your logged in Zapier account. Select \"connect a new account\" in the top right and pick Wufoo. When prompted, fill in the credentials for the user you just created in Wufoo. DO NOT use the credentials for your old account. This must use the new credentials. Now when you create Wufoo Zap workflows using the \"New Entry (poll)\" trigger make sure that half use your original connected Wufoo account and half use the newly connected Wufoo account. 410 WebHook Error Code This is usually due to an old webhook for an old zap pointing to Zapier in a way that it didn't expect. However, it is quite easy to fix! First, turn Off all zaps for the form that is causing the issue", "text": "Common Problems With Wufoo &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Wufoo Common Problems With Wufoo Updated May 29, 2026 18:14 (403) You have reached the maximum number of integrations allowed for this form This error from Wufoo happens when you have too many zaps for a particular form. Fear not though, switching to the \"New Entry (poll)\" trigger will eliminate that concern. Alternatively, you could add multiple actions to a single zap instead of creating multiple zaps using the same form as your trigger. \"Sorry, but this form is limited to one submission per user.\" error when using Create Entry action The \"Allow only one entry per user\" setting in a Wufoo form only allows one entry per IP address. When using this action, the sender IP address is Zapier's, and sometimes it's going to be the same. Please try to disable this setting at Edit form -> Form Properties. HTTP 421: You have exceeded your daily API usage. Try using our webhooks or create extra users to distribute the load. If you are using the trigger \"New Entry (poll)\" for multiple Zap workflows, it's entirely possible to hit your Wufoo API limits. There are two potential solutions. 1. Switch to using the \"New Entry\" trigger. This avoids using the Wufoo API altogether. However, if you are having problems with 403 Errors this is likely not a good solution for you. Instead check out option 2 below. 2. Create a New API User in Wufoo Each user in Wufoo has their own API keys. Creating a new user lets you use their API key for some of your Zap workflows to reduce the load on the other API key. To make this work, create a new user in Wufoo by navigating to the users tab inside of your logged in Wufoo account. Once you have a new user created in Wufoo. Navigate to your connected accounts inside of your logged in Zapier account. Select \"connect a new account\" in the top right and pick Wufoo. When prompted, fill in the credentials for the user you just created in Wufoo. DO NOT use the credentials for your old account. This must use the new credentials. Now when you create Wufoo Zap workflows using the \"New Entry (poll)\" trigger make sure that half use your original connected Wufoo account and half use the newly connected Wufoo account. 410 WebHook Error Code This is usually due to an old webhook for an old zap pointing to Zapier in a way that it didn't expect. However, it is quite easy to fix! First, turn Off all zaps for the form that is causing the issue, then visit the notification settings for your form. You may see some items like this: If so, simply delete anything with a Zapier.com WebHook URL (don't worry, as soon as you turn your zaps On we'll recreate anything we need to!). Now, go and turn On every zap for that form. Everything should be good to go now! Multi-select or Checkbox Fields Not Working Currently, multi-select and checkbox fields are not supported by Zapier. \"402: Payment Required\" error A paid Wufoo plan is required to integrate with Zapier. Please see further details on the Wufoo page here: https://www.wufoo.com/pricing/ My Submissions are not triggering my Zap If for some reason the Zap is not seeing new form entries, you'll need to try the following: Pause your zap by switching the toggle to \"Off\" Head to the notification settings for your Wufoo form Delete Zapier webhook notification Turn zap back on and test again My Zap is triggering from the wrong form (or multiple forms) When you duplicate a form in Wufoo, that also duplicates any webhook notifications. Since that's what your Zap uses, you'll end up with two different forms pointing to the same Zap. Most likely, you'll need to: Go to the notification settings for the Wufoo form which should not be sending to Zapier. And remove the Zapier webhook from there. If you're not sure, contact our support team and we can double-check for you! Timezones on Webhooks If you are using a webhook for Wufoo, they can't use your timezone settings from your account. Times will be based instead on their server time which is PST. If you need to adjust any date/time fields, you can use our Modifier options to adjust your results or add a Formatter step to your zap to adjust the date/time . Admin fields are missing on the New Entry trigger Data in fields that are marked as “Admin Only” are not returned via the API. However, data from “hidden” and encrypted fields will be shown, so you can change the fields to be hidden if you need this information. ", "error": null, "slug": "wufoo", "help_title": "Common Problems With Wufoo"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496051195661-How-to-Get-Started-with-Facebook-Messenger-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496051195661-How-to-Get-Started-with-Facebook-Messenger-on-Zapier", "title": "How to Get Started with Facebook Messenger on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to Get Started with Facebook Messenger on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Messenger How to Get Started with Facebook Messenger on Zapier Updated May 29, 2026 18:13 When you start creating a Facebook Messenger Zap, you will be asked to connect your Facebook Messenger account. You’ll now be asked to log into your Facebook Messenger account (unless you are already logged in). You will be asked if you want to continue as a particular user. You will be asked what Facebook Pages you want to connect. Finally, you will be asked to give Zapier permission to access your account. Click \"Done” to continue. It would then tell you that you've linked the Zapier Messenger app to Facebook. If all steps were successful your Facebook Messenger account will now be successfully connected. Note If you’ve updated to a Meta work account, you’ll need to reconnect to any previously connected Meta accounts in your Zapier account. Learn more about how to reconnect your account and prevent disruption to your Zap workflows. ", "error": null, "slug": "facebook-messenger", "help_title": "How to Get Started with Facebook Messenger on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40852741172749-How-to-get-started-with-SurveyMonkey-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40852741172749-How-to-get-started-with-SurveyMonkey-on-Zapier", "title": "How to get started with SurveyMonkey on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the SurveyMonkey app on Zapier, you must have: An active paid SurveyMonkey account. To use the New Response Notification with Answers trigger, you must have a SurveyMonkey annual paid plan (excludes monthly plans). The Zapier integration is available to customers on any SurveyMonkey data center .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM SurveyMonkey How to get started with SurveyMonkey on Zapier Updated May 29, 2026 18:14 SurveyMonkey and Zapier connect to automate survey workflows. You can trigger actions when new responses arrive and create contacts or send surveys. Prerequisites To use the SurveyMonkey app on Zapier, you must have: An active paid SurveyMonkey account. To use the New Response Notification with Answers trigger, you must have a SurveyMonkey annual paid plan (excludes monthly plans). The Zapier integration is available to customers on any SurveyMonkey data center . Connect SurveyMonkey to Zapier To create an app connection to SurveyMonkey on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SurveyMonkey . Click Add connection . A new browser tab or window will open. Log into SurveyMonkey to authenticate. Grant Zapier permission to access your account if prompted to. Your SurveyMonkey account is now successfully connected to Zapier. About SurveyMonkey's app", "text": "How to get started with SurveyMonkey on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM SurveyMonkey How to get started with SurveyMonkey on Zapier Updated May 29, 2026 18:14 SurveyMonkey and Zapier connect to automate survey workflows. You can trigger actions when new responses arrive and create contacts or send surveys. Prerequisites To use the SurveyMonkey app on Zapier, you must have: An active paid SurveyMonkey account. To use the New Response Notification with Answers trigger, you must have a SurveyMonkey annual paid plan (excludes monthly plans). The Zapier integration is available to customers on any SurveyMonkey data center . Connect SurveyMonkey to Zapier To create an app connection to SurveyMonkey on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SurveyMonkey . Click Add connection . A new browser tab or window will open. Log into SurveyMonkey to authenticate. Grant Zapier permission to access your account if prompted to. Your SurveyMonkey account is now successfully connected to Zapier. About SurveyMonkey's app Triggers, searches, and actions Triggers New Response Notification (Instant) - Triggers a notification when your survey is completed. New Response Notification With Answers (Instant) - Triggers a notification when your survey is completed and sends the entire response. Only for SurveyMonkey annual paid users. Searches Find Contact - Find one of your address book contacts. Find Collector - Find a collector for one of your surveys. Find Survey - Find one of your surveys. Actions Create Contact - Creates a new contact in your address book. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Send Survey - Send a survey invitation to one or more contacts and/or emails. Limitations API rate limits apply . SurveyMonkey API has rate limits of 120 requests per minute and starting at 500 requests per day for Draft and Private apps. The API limit resets at 12:00 AM GMT daily, with three violations of up to 150% permitted within a 30-day window. Email, First Name, and Last Name fields will only be populated if you're using an email collector from your SurveyMonkey address book. For other collector types, you need to use specific survey questions for this data. Survey response fields may not appear when setting up Zap workflows if sample data has not been submitted. You need to submit a complete survey response with answers to every question before fields become visible in Zapier. If you have multiple questions with exactly the same name in your survey, Zapier will only see one of them. All survey questions must have unique names. Templates View all of SurveyMonkey's templates . Use cases SurveyMonkey automation: 3 ways to streamline your surveys Your guide to form and survey automation How to automatically create certificates for online tests: A guide for instructors Additional SurveyMonkey resources Zapier's SurveyMonkey integration page SurveyMonkey's Help Center SurveyMonkey's API documentation ", "error": null, "slug": "surveymonkey", "help_title": "How to get started with SurveyMonkey on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496031754509-Common-Problems-with-Teachable-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496031754509-Common-Problems-with-Teachable-on-Zapier", "title": "Common Problems with Teachable on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Teachable on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Teachable Common Problems with Teachable on Zapier Updated March 05, 2026 13:11 Teachable actions returning 401 - \"You can't do that\" error There are two common reasons for this type of error: Teachable plan type Teachable triggers on Zapier are available on Teachable's Basic plan and up. Teachable actions are only available on Teachable's Professional plan and up. If the connected account is not on a Teachable Professional plan or up, the Zap will show a \"401 - You can't do that\" error when you try to use an action. Teachable offers more details on the difference between plans. The Teachable school name (subdomain) has changed If you're on a Professional plan and still see a 401 error, check if the school name was changed after creating the Zap. Changing the school name causes the subdomain in Teachable to change. To fix this, add a new connection for Teachable on Zapier. ", "error": null, "slug": "teachable", "help_title": "Common Problems with Teachable on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495939619853-Common-Problems-with-SurveyMonkey", "final_url": "https://help.zapier.com/hc/en-us/articles/8495939619853-Common-Problems-with-SurveyMonkey", "title": "Common Problems with SurveyMonkey", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with SurveyMonkey &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM SurveyMonkey Common Problems with SurveyMonkey Updated April 22, 2026 10:27 I'm getting an error telling me I need to upgrade my Survey Monkey plan to an annual subscription. The \"New Response Notification with Answers\" trigger will require you to have any Annual paid plan with Survey Monkey. This includes the Standard Annual, Advantage and Premier plan, which are all annual subscription plans that Survey Monkey offer. This information can be found here: https://help.surveymonkey.com/articles/en_US/kb/SurveyMonkey-Partner-Integrations-Changes The only paid plan that doesn't work with Zapier integrations is their Standard Monthly plan, which is their only monthly subscription plan. The Email or Name Fields Are Empty SurveyMonkey responses have three default fields, Email, First Name, and Last Name. Those will only be populated from your SurveyMonkey address book if you are using an email collector. If you have a question on your survey that asks for their name or email, use the Responses field for that question when you match up the fields. Respondent ID Is the Only Appearing Field If your Survey responses fields are not showing up when you are setting up your Zap, you might need to submit or refresh some sample data. To fix this, simply submit a brand new survey response and fill in an answer for every single question. Once you have submitted that, head back to your Zap and you should then be able to find these. Some Fields Not Appearing Do your fields have exactly the same name? If you have more than one question that is exactly the same, we will only see one of those. To resolve this you will need to make sure all of your questions on your survey are unique. If they are and you are still having some trouble, please don't hesitate to get in touch , we're happy to help! How to include required links like [SurveyLink], [OptOutLink], and [FooterLink] with Send Survey action? Easy - these tags just need to be typed into the Message Body field and when we send this to SurveyMonkey's API, they will automatically populate the respective links where the tags were added within the Survey that is Sent! ", "error": null, "slug": "surveymonkey", "help_title": "Common Problems with SurveyMonkey"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859796353805-How-to-get-started-with-Mighty-Networks-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859796353805-How-to-get-started-with-Mighty-Networks-on-Zapier", "title": "How to get started with Mighty Networks on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Mighty Networks app on Zapier, you must have: A Mighty Networks account on the Business Plan or higher. An API key from your Mighty Network. Host permissions for any specific Spaces you want to include in your Zap", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Mighty Networks How to get started with Mighty Networks on Zapier Updated January 23, 2026 14:33 Mighty Networks and Zapier connect to automate member management. You can trigger actions when members join or leave and invite new members to your network. Prerequisites To use the Mighty Networks app on Zapier, you must have: A Mighty Networks account on the Business Plan or higher. An API key from your Mighty Network. Host permissions for any specific Spaces you want to include in your Zap triggers or actions. Connect Mighty Networks to Zapier To create an app connection to Mighty Networks on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mighty Networks . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your Mighty Networks API key . Click Yes, Continue to Mighty Networks . Your Mighty Networks account is now successfully connected to Zapier. About Mighty Networks's app", "text": "How to get started with Mighty Networks on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Mighty Networks How to get started with Mighty Networks on Zapier Updated January 23, 2026 14:33 Mighty Networks and Zapier connect to automate member management. You can trigger actions when members join or leave and invite new members to your network. Prerequisites To use the Mighty Networks app on Zapier, you must have: A Mighty Networks account on the Business Plan or higher. An API key from your Mighty Network. Host permissions for any specific Spaces you want to include in your Zap triggers or actions. Connect Mighty Networks to Zapier To create an app connection to Mighty Networks on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mighty Networks . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your Mighty Networks API key . Click Yes, Continue to Mighty Networks . Your Mighty Networks account is now successfully connected to Zapier. About Mighty Networks's app Triggers, searches, and actions Triggers Ambassador Level-Up (Instant) - Triggers when a member reaches a new Ambassador Level. Manage Badge (Instant) - Triggers when a Badge is added or removed. Member Activity (Instant) - Triggers when a member joins, requests to join, leaves your Network or Space; purchases or cancels a plan; or updates their profile. RSVPed to an Event (Instant) - Triggers when a member RSVPs to an Event. Table of Contents Progress Update (Instant) - Triggers when a member's Table of Contents progress changes, 1 hour after progress is made. Manage Tag (Instant) - Triggers when a Tag is added or removed. New Content (Instant) - Triggers when someone adds a Quick Post, Article, Event, Poll, or Question. Searches No search actions available for this app. Actions Plan Action - Invite or remove members from a plan. Schedule Event - Schedules a new Event. Create Quick Post - Creates a new Quick Post. Add to Network (Limited Members Only) - Adds limited members to the Network immediately, skipping the invite flow. Invite Members - Sends invites to join your Network or a Space. Manage Badges - Add or remove Badges from a member. Create Article - Creates a new Article. Create Poll or Question - Creates a new Multiple Choice Poll, Percentage Poll, Hot Cold Poll, or Question. Remove Member - Remove an existing member from your Network or a Space. Add to Space(s) (Full Members Only) - Adds full members to Space(s) immediately, skipping the invite flow. Manage Tags - Add or remove Tags from a member. Limitations Only short excerpts of posts are supported when transferring content to other apps (e.g., posting articles from Mighty Networks to LinkedIn). Full text and images are not included. Templates View all of Mighty Networks's templates . Use cases 6 ways to automate Mighty Networks Build a Passionate Online Community with Mighty Networks Additional Mighty Networks resources Zapier's Mighty Networks integration page Mighty Networks's Help Center Mighty Networks's API documentation ", "error": null, "slug": "mightynetworks", "help_title": "How to get started with Mighty Networks on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496033163533-How-to-get-started-with-Teachable-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496033163533-How-to-get-started-with-Teachable-on-Zapier", "title": "How to get started with Teachable on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Teachable app on Zapier, you must have: A Teachable account on the Growth plan or higher. Owner permissions to access the Teachable school admin settings to create an API key.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Teachable How to get started with Teachable on Zapier Updated September 29, 2025 10:09 Teachable and Zapier connect to automate your online course business. You can trigger actions when students enroll or complete courses and enroll users in courses. Prerequisites To use the Teachable app on Zapier, you must have: A Teachable account on the Growth plan or higher. Owner permissions to access the Teachable school admin settings to create an API key. Connect Teachable to Zapier To create an app connection to Teachable on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Teachable . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Teachable API key . Learn more about finding your Teachable API Key . Click Yes, Continue to Teachable . Your Teachable account is now successfully connected to Zapier. About Teachable's app", "text": "How to get started with Teachable on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Teachable How to get started with Teachable on Zapier Updated September 29, 2025 10:09 Teachable and Zapier connect to automate your online course business. You can trigger actions when students enroll or complete courses and enroll users in courses. Prerequisites To use the Teachable app on Zapier, you must have: A Teachable account on the Growth plan or higher. Owner permissions to access the Teachable school admin settings to create an API key. Connect Teachable to Zapier To create an app connection to Teachable on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Teachable . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Teachable API key . Learn more about finding your Teachable API Key . Click Yes, Continue to Teachable . Your Teachable account is now successfully connected to Zapier. About Teachable's app Triggers, searches, and actions Triggers Abandoned Cart (Instant) - Triggers when a user does not complete an order during checkout Admission Disabled (Instant) - Triggers when an admission in Coaching is disabled Email Lead Created (Instant) - Triggers when a user has confirmed their email for lead capture Course Completed (Instant) - Triggers when a user completes 100% of a course New User (Instant) - Triggers whenever a new user signs up for your school Student Resubscribes to Marketing Emails (Instant) - Triggers when a student opts in to marketing emails Profile Updated (Instant) - Triggers whenever a user updates their profile on your school Tag Added to User (Instant) - Triggers when a tag is added to a user. The \"Tags\" feature is only available to schools on the Professional plan or above New Transaction (Instant) - Triggers when a new transaction is created New Unenrollment (Instant) - Triggers when a user unenrolls in a course. (Note: Users who are unenrolled by admins will also be triggered) New Admission (Instant) - Triggers when a new admission record is created New Comment (Instant) - Triggers when a user leaves a comment in your school New Enrollment (Instant) - Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course) Lecture Completed (Instant) - Triggers whenever a user completes a lecture on your school New Graded Quiz Result (Instant) - Triggers when a user completes a graded quiz in one of your courses New Sale (Instant) - Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger Subscription Cancelled (Instant) - Triggers whenever a user cancels a subscription on your school Tag Removed From User (Instant) - Triggers when a tag is removed from a user. The \"Tags\" feature is only available to schools on the Professional plan or above Transaction Refunded (Instant) - Triggers when a transaction has been refunded Student Unsubscribes From Marketing Emails (Instant) - Triggers when a student opts out of marketing emails Searches Find Student - Find a given student through their email address Actions Create New User - Create a new user account with email, name, and optional password Unenroll Student From Course by User ID (Legacy) - Remove a student from a course using their user ID, with optional course and pricing plan parameters API Request (Beta) - Advanced action that makes a raw HTTP request with authentication included Enroll User in Course - Enroll a user in a specific course using their email, with optional name and password Unenroll Student From Course by Email - Remove a student from a course using their email address, with optional course and pricing plan parameters Limitations GDPR compliance limitations . Abandoned cart data is only sent if potential students have opted-in to receive promotional emails, limiting data availability for certain triggers. Templates View all of Teachable's templates . Use cases 5 ways to automate Teachable with Zapier 6 ways to automate your online course registration and follow-up Additional Teachable resources Zapier's Teachable integration page Teachable's Help Center Teachable's API documentation ", "error": null, "slug": "teachable", "help_title": "How to get started with Teachable on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496306793613-Shorten-URLs-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496306793613-Shorten-URLs-in-Zap-workflows", "title": "Shorten URLs in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Shorten URLs in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Shorten URLs in Zap workflows Updated May 29, 2026 18:19 If you have a URL that you want to shorten in a Zap, you can use URL Shortener by Zapier to create a shortened link. This is helpful when you need to enter a URL in an app but the field has character limits. Available on plans: Free Professional Team Enterprise 1. Add a URL shortener action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select URL Shortener by Zapier . Click the Action event dropdown menu and select Shorten URL . Click Continue . 2. Customize your URL Enter the URL that you want to shorten. Include http:// or https:// in the URL. Click Continue . 3. Test your URL shortener action Click Test & Continue . If the URL you entered is valid, the step will show it was successful. You can use this shortened URL in later Zap steps. Note URL Shortener cannot return HTTPS URLs, only HTTP URLs, and shortened URLs are random and cannot be customized. ", "error": null, "slug": "url-shortener", "help_title": "Shorten URLs in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/20218806381837-Meta-work-account-migration-What-Facebook-related-app-users-need-to-know", "title": "Meta work account migration: What Facebook-related app users need to know", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows.", "text": "Meta work account migration: What Facebook-related app users need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Meta work account migration: What Facebook-related app users need to know Updated May 29, 2026 18:17 If you’ve recently updated your Meta account to a Meta work account , you’ll need to reconnect any previously connected Meta accounts in your Zapier account. Any existing Zap workflows using your previously connected Meta accounts will stop working if you don’t update them. The following apps are affected: Facebook Lead Ads Facebook Lead Ads (for Business Admins) Facebook Conversions Facebook Conversions (for Business Admins) Facebook Custom Audience Facebook Offline Conversions Facebook Pages Facebook Messenger Note You have a 30-day grace period after you upgrade to a Meta work account to update your Zapier account. Zapier recommends doing this sooner, rather than later to ensure your Zap workflows continue to work as normal. Reconnect a Meta work account on Zapier Before reconnecting to your Meta work account, make sure it has the same permissions as the currently connected Meta account. Next, in your Zapier account: Go to Apps Search and select for the app you want to reconnect. You’ll be able to see how many connected accounts and Zap workflows you have using this app. In the Connections tab for that app, click the three dots icon next to the app connection. In the dropdown menu, click Reconnect . In a new browser tab or window will open. Follow the instructions to reconnect your Meta work account . Make sure to select your Meta work account during this process. Note If nothing happens when you select an app , try disabling your browser’s pop-up blocker. You may need to use the account switcher in the top right of the Facebook login window to select your work account from the dropdown menu. The app account will be reconnected for all Zap workflows that use it. Note When you reconnect your app account, the connection label will include an increment number that represents the number of times it has been reconnected. The date added will remain the same, as this refers to the first time it was connected to Zapier. (Optional) You may need to repeat this process if you have multiple app accounts or use multiple affected apps in your Zap workflows. ", "error": null, "slug": "facebook-custom-audiences", "help_title": "Meta work account migration: What Facebook-related app users need to know"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860500158221-How-to-get-started-with-Clio-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860500158221-How-to-get-started-with-Clio-on-Zapier", "title": "How to get started with Clio on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Clio app on Zapier, you must have: A Clio Manage account. Any Clio Manage plan.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Clio How to get started with Clio on Zapier Updated May 29, 2026 18:14 Clio and Zapier connect to automate legal workflows. You can trigger actions when new matters or contacts are created and create tasks or calendar entries. Prerequisites To use the Clio app on Zapier, you must have: A Clio Manage account. Any Clio Manage plan. Connect Clio to Zapier To create an app connection to Clio on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Clio . Click Add connection . A new browser tab or window will open. Log into Clio to authenticate. Grant Zapier permission to access your account if prompted to. Your Clio account is now successfully connected to Zapier. About Clio's app", "text": "How to get started with Clio on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Clio How to get started with Clio on Zapier Updated May 29, 2026 18:14 Clio and Zapier connect to automate legal workflows. You can trigger actions when new matters or contacts are created and create tasks or calendar entries. Prerequisites To use the Clio app on Zapier, you must have: A Clio Manage account. Any Clio Manage plan. Connect Clio to Zapier To create an app connection to Clio on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Clio . Click Add connection . A new browser tab or window will open. Log into Clio to authenticate. Grant Zapier permission to access your account if prompted to. Your Clio account is now successfully connected to Zapier. About Clio's app Triggers, searches, and actions Triggers New Activity - Triggers when a new activity is created. (Instant) Bill State Updated - Triggers when the state of a bill has changed. (Instant) New Communication - Triggers when a new communication is created. (Instant) New Document - Triggers when a new document is created. (Polling) Matter Status Updated - Triggers when the status of a matter has changed. (Instant) New Task - Triggers when a new task is created. (Instant) New Bill - Triggers when a new bill is created. (Instant) New Calendar Entry - Triggers when a new calendar entry is created. (Instant) New Contact - Triggers when a new contact is created. (Instant) New Matter - Triggers when a new matter is created. (Instant) New Matter Note - Triggers when a new matter note is created. (Polling) Task Status Updated - Triggers when the status of a task has changed. (Instant) Searches Find Company Contact - Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string. Find Matter - Find a matter by number, display number, description, or client name. Find Matter by Custom Field - Find newest matter by custom field. Find User - Find a user by name. Find or Create a Matter - Find or Create a Matter Find Bill - Finds a Bill by Client ID, Matter ID or Invoice number. Find Contact by Custom Field - Find newest contact by custom field. Find Newest Matter by Client Email - Find newest matter by client email. Find Person Contact - Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string. Find or Create Company Contact - Find or Create Company Contact Actions Assign Task Template List - Assign a Task Template List. Create Calendar Entry - Creates a new calendar entry. Create Company Contact - Creates a company contact. Create Matter Folder - Creates a new folder in a matter. Create Matter Note - Creates a new matter note. Create Task - Creates a new task. Update Person Contact - Updates an existing person contact. Update Task - Updates a task. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Update Company Contact - Updates an existing company contact. Create Communication - Creates a new communication. Create Expense Entry (Activity) - Creates a new expense entry. Create Matter - Creates a new matter. Create Person Contact - Creates a person contact. Create Time Entry (Activity) - Creates a new time entry. Update Matter - Update an existing matter. Upload Document to Matter - Upload document to matter. Limitations Only compatible with Clio Manage. The Zapier integration does not support Clio Grow accounts. Zap workflows are firm-wide, meaning if one user creates and turns on a Zap, it will run for all users on the Clio account when the trigger event occurs. You can use filters to specify which events it runs on. API rate limits of 50 requests per minute during peak usage hours, with increased limits during off-peak hours. Templates View all of Clio's templates . Use cases How legal teams and law firms can be more efficient with automation New for Our Clio Integration: 12+ New Triggers, Searches, and Actions Additional Clio resources Zapier's Clio integration page Clio's Help Center Clio's API documentation ", "error": null, "slug": "clio", "help_title": "How to get started with Clio on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860194709133-How-to-get-started-with-Zoho-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860194709133-How-to-get-started-with-Zoho-Forms-on-Zapier", "title": "How to get started with Zoho Forms on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Zoho Forms app on Zapier, you must have: An active Zoho Forms account (free plan or any paid plan). Forms must be published and active to trigger Zapier workflows.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho Forms How to get started with Zoho Forms on Zapier Updated January 23, 2026 14:07 Zoho Forms and Zapier connect to automate your work. You can trigger actions when new form entries are submitted and make API requests to other apps. Prerequisites To use the Zoho Forms app on Zapier, you must have: An active Zoho Forms account (free plan or any paid plan). Forms must be published and active to trigger Zapier workflows. Connect Zoho Forms to Zapier To create an app connection to Zoho Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Forms . Click Add connection . A new browser tab or window will open. Log into Zoho Forms to authenticate. Grant Zapier permission to access your account if prompted to. Your Zoho Forms account is now successfully connected to Zapier. About Zoho Forms's app", "text": "How to get started with Zoho Forms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho Forms How to get started with Zoho Forms on Zapier Updated January 23, 2026 14:07 Zoho Forms and Zapier connect to automate your work. You can trigger actions when new form entries are submitted and make API requests to other apps. Prerequisites To use the Zoho Forms app on Zapier, you must have: An active Zoho Forms account (free plan or any paid plan). Forms must be published and active to trigger Zapier workflows. Connect Zoho Forms to Zapier To create an app connection to Zoho Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Forms . Click Add connection . A new browser tab or window will open. Log into Zoho Forms to authenticate. Grant Zapier permission to access your account if prompted to. Your Zoho Forms account is now successfully connected to Zapier. About Zoho Forms's app Triggers, searches, and actions Triggers New Form Entry - Triggers when a new form entry is submitted (Instant) Searches No search actions available for this app. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Templates View all of Zoho Forms's templates . Use cases 6 ways to automate Zoho Forms How to automate your Zoho apps New App: Collect Data from Field Workers with Zoho Forms 5 ways to automate Zoho Campaigns 4 ways to automate Zoho Recruit 6 ways to use the Zapier Zoho CRM integration Collecting complex data? Here's how to automate it with Zapier Additional Zoho Forms resources Zapier's Zoho Forms integration page Zoho Forms's Help Center Zoho Forms's API documentation ", "error": null, "slug": "zoho-forms", "help_title": "How to get started with Zoho Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496001912333-How-to-get-started-with-Keap-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496001912333-How-to-get-started-with-Keap-on-Zapier", "title": "How to get started with Keap on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Keap app on Zapier, you must have: An active Keap account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Keap How to get started with Keap on Zapier Updated August 14, 2025 16:03 Keap and Zapier connect to automate your CRM work. You can trigger actions when new contacts are added and create or update contacts and apply tags. Prerequisites To use the Keap app on Zapier, you must have: An active Keap account. Connect Keap to Zapier To create an app connection to Keap on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Keap . Click Add connection . A new browser tab or window will open. Log into Keap to authenticate. Grant Zapier permission to access your account if prompted to. Your Keap account is now successfully connected to Zapier. About Keap's app", "text": "How to get started with Keap on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Keap How to get started with Keap on Zapier Updated August 14, 2025 16:03 Keap and Zapier connect to automate your CRM work. You can trigger actions when new contacts are added and create or update contacts and apply tags. Prerequisites To use the Keap app on Zapier, you must have: An active Keap account. Connect Keap to Zapier To create an app connection to Keap on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Keap . Click Add connection . A new browser tab or window will open. Log into Keap to authenticate. Grant Zapier permission to access your account if prompted to. Your Keap account is now successfully connected to Zapier. About Keap's app Triggers, searches, and actions Triggers New Action Sequence (Polling) - Triggers when a new Action Sequence is added. New Appointment Event (Instant) - For Ultimate users: triggers when a new appointment is added, deleted, or edited. New Contact (Instant) - Triggers when a new contact is created. New Note Event (Instant) - Triggers when a new note is added, deleted, or edited. New Product Event (Instant) - Triggers when a product is added, edited, or deleted. New Subscription Plan (Polling) - Triggers when a new Subscription Plan is added. New Task (All Tasks) (Instant) - Triggers when a task is added, deleted, edited, complete or incomplete. New Invoice (Instant) - Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added. New Payment (All Payment Type) (Instant) - Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments. New Assigned Task (Instant) - Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks. Updated Contact (Instant) - Triggers when an existing contact is updated. New Affiliate (Polling) - For Ultimate users, triggers when a new affiliate is added. New Company Event (Instant) - Triggers when a company is added, deleted, or edited. New Invoice Event (Instant) - Triggers when a invoice is added, deleted, or edited. New Opportunity Event (Instant) - Triggers when an opportunity is added, deleted, edited, or when the opportunity stage moves. New Subscription Event (Instant) - Triggers when a subscription is added, edited, or deleted. New Tag Event (Instant) - Triggers when a tag is added, edited, deleted, or applied to a contact. New Credit Card Charge - Merchant Only (Instant) - Triggers when a new credit card charge is made. (Merchant Only). New Manual Payment – (Cash, Check) (Instant) - Triggers when a New Manual Payment is added. (Cash or Check). New Contact Tag (Instant) - Triggers when a tag is applied to a contact. New Refund (Polling) - Triggers when a new refund is created. Opportunity Stage Moved (Instant) - Triggers when an opportunity stage is moved. Searches Find Company - Search for a company by name Find or Create Contact - Search for a contact by email Find Contact - Find a Contact. Find Invoice - Finds an invoice by ID. Find or Create Company - Search for a company by name Actions Create Product - Creates a Product Create Invoice - Creates an invoice with line items. Create Task - Creates a new task on a contact Remove Tag From Contact - Remove a tag on a contact. Tag Contact - Apply tags to a contact. Create or Update Contact - Creates a new contact or updates an existing contact. Create Company - Creates a Company Create Note - Creates a new note on a contact record Add a Product to an Invoice - Add a product to an already existing Invoice Send Email - Send an Email to a list of Contacts. Update Company - Updates a Company Limitations API rate limits apply. OAuth2 Bearer Tokens are limited to 1,500 queries per minute and 150,000 queries per day (resets at 12:00 AM UTC). Personal Access Tokens or Service Account Keys are limited to 10 queries per second, 240 queries per minute, and 30,000 queries per day. The Keap Max Classic integration is being phased out and hidden from access. Users are encouraged to migrate to the new unified Keap App on Zapier, as neither Keap nor Zapier will maintain support for the Keap Max Classic or Zapier integration. Some triggers and actions are specific to Ultimate users only, such as appointment triggers and opportunity triggers, limiting functionality for users on lower-tier plans. Due to recent security updates, the Password field is no longer available in the New Affiliate trigger. Templates View all of Keap's templates . Use cases 5 Keap automation ideas 4 ways to automate Keap Max Classic Additional Keap resources Zapier's Keap integration page Keap's Help Center Keap's API documentation ", "error": null, "slug": "keap", "help_title": "How to get started with Keap on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860172150669-How-to-get-started-with-SendGrid-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860172150669-How-to-get-started-with-SendGrid-on-Zapier", "title": "How to get started with SendGrid on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the SendGrid app on Zapier, you must have: A SendGrid account. A SendGrid API key with appropriate permissions. Sender identity verification through either Domain Authentication (recommended for production) or Single Sender Verification (for testing). For Domain Authentication: Access to edit DNS records on the domain you want to authenticate Two-factor authentication (2FA) enabled on your SendGrid account (required by SendGrid for security).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing SendGrid How to get started with SendGrid on Zapier Updated January 23, 2026 14:12 SendGrid and Zapier connect to automate email workflows. You can trigger emails from form submissions and send transactional emails automatically. Prerequisites To use the SendGrid app on Zapier, you must have: A SendGrid account. A SendGrid API key with appropriate permissions. Sender identity verification through either Domain Authentication (recommended for production) or Single Sender Verification (for testing). For Domain Authentication: Access to edit DNS records on the domain you want to authenticate Two-factor authentication (2FA) enabled on your SendGrid account (required by SendGrid for security). Connect SendGrid to Zapier To create an app connection to SendGrid on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SendGrid . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your SendGrid API Key . Click Yes, Continue to SendGrid . Your SendGrid account is now successfully connected to Zapier. About SendGrid's app", "text": "How to get started with SendGrid on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing SendGrid How to get started with SendGrid on Zapier Updated January 23, 2026 14:12 SendGrid and Zapier connect to automate email workflows. You can trigger emails from form submissions and send transactional emails automatically. Prerequisites To use the SendGrid app on Zapier, you must have: A SendGrid account. A SendGrid API key with appropriate permissions. Sender identity verification through either Domain Authentication (recommended for production) or Single Sender Verification (for testing). For Domain Authentication: Access to edit DNS records on the domain you want to authenticate Two-factor authentication (2FA) enabled on your SendGrid account (required by SendGrid for security). Connect SendGrid to Zapier To create an app connection to SendGrid on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SendGrid . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your SendGrid API Key . Click Yes, Continue to SendGrid . Your SendGrid account is now successfully connected to Zapier. About SendGrid's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Send Email - Send an email to one or more recipients. Find List by Name - This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create or Update Contact - This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list. Limitations Rate limits apply to API endpoints , with 429 \"Too Many Requests\" errors returned when limits are exceeded. Account credit limits may prevent sending if exceeded (401 \"Maximum credits exceeded\" error). Templates View all of SendGrid's templates . Use cases 5 ways to automate SendGrid with Zapier How to send SendGrid emails from Typeform Additional SendGrid resources Zapier's SendGrid integration page SendGrid's Help Center SendGrid's API documentation ", "error": null, "slug": "sendgrid", "help_title": "How to get started with SendGrid on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496293328141-Trigger-Zap-workflows-from-new-emails", "final_url": "https://help.zapier.com/hc/en-us/articles/8496293328141-Trigger-Zap-workflows-from-new-emails", "title": "Trigger Zap workflows from new emails", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Trigger Zap workflows from new emails Updated May 29, 2026 18:18 With Email by Zapier and IMAP by Zapier, you can trigger Zap workflows when you receive new emails. You can also use Email by Zapier or SMTP by Zapier to send emails in Zap workflows . Tip You can also connect email apps like Gmail and Outlook to receive emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email by Zapier vs IMAP by Zapier With Email by Zapier, Zapier receives your emails at a customized @zapiermail.com email address. With IMAP by Zapier, Zapier communicates with your mail server directly to receive your emails. Email by Zapier Email by Zapier uses a third-party service for inbound emails, so there is no guarantee over when the Zap will trigger and delays may occur. If you're working with time-sensitive emails, you can use IMAP by Zapier, or connect an email app and use an email account you own. In order to trigger Zap workflows from a new email received, there must be a sender address. Auto-notification emails from Google Groups or other distribution lists will not trigger emails in Email by Zapier. Emails sent to a @zapiermail.com email address must be less than 10 MB in size, including attachments. IMAP by Zapier IMAP stands for Internet Message Access Protocol, which is a widely used protocol for email retrieval available in Microsoft, Google, and Yahoo! products, and millions of mail servers worldwide. You can use it to trigger Zap workflows from new HTML or plain text emails. Trigger from new emails with Email by Zapier Click the Trigger step. Search for and select Email by Zapier . Click the Event dropdown menu and select New Inbound Email . Click Continue . In the Email address field, customize your inbound @zapiermail email address . This is the mailbox that will trigger the Zap when new emails are received. Click Copy to copy the full email address to the computer's clipboard. Click Continue . Go to your email client (e.g., Gmail) and send a test email to your custom @zapiermail.com email address. Go back to Zapier and click Test trigger to test the connection. Set up auto-forwarding on your email app If you don't want to manually forward new emails, you can set up automatic forwarding in your mail client so new emails will be automatically forwarded to your @zapi", "text": "Trigger Zap workflows from new emails &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Trigger Zap workflows from new emails Updated May 29, 2026 18:18 With Email by Zapier and IMAP by Zapier, you can trigger Zap workflows when you receive new emails. You can also use Email by Zapier or SMTP by Zapier to send emails in Zap workflows . Tip You can also connect email apps like Gmail and Outlook to receive emails in Zap workflows. View a full list of the email apps you can connect to Zapier . Email by Zapier vs IMAP by Zapier With Email by Zapier, Zapier receives your emails at a customized @zapiermail.com email address. With IMAP by Zapier, Zapier communicates with your mail server directly to receive your emails. Email by Zapier Email by Zapier uses a third-party service for inbound emails, so there is no guarantee over when the Zap will trigger and delays may occur. If you're working with time-sensitive emails, you can use IMAP by Zapier, or connect an email app and use an email account you own. In order to trigger Zap workflows from a new email received, there must be a sender address. Auto-notification emails from Google Groups or other distribution lists will not trigger emails in Email by Zapier. Emails sent to a @zapiermail.com email address must be less than 10 MB in size, including attachments. IMAP by Zapier IMAP stands for Internet Message Access Protocol, which is a widely used protocol for email retrieval available in Microsoft, Google, and Yahoo! products, and millions of mail servers worldwide. You can use it to trigger Zap workflows from new HTML or plain text emails. Trigger from new emails with Email by Zapier Click the Trigger step. Search for and select Email by Zapier . Click the Event dropdown menu and select New Inbound Email . Click Continue . In the Email address field, customize your inbound @zapiermail email address . This is the mailbox that will trigger the Zap when new emails are received. Click Copy to copy the full email address to the computer's clipboard. Click Continue . Go to your email client (e.g., Gmail) and send a test email to your custom @zapiermail.com email address. Go back to Zapier and click Test trigger to test the connection. Set up auto-forwarding on your email app If you don't want to manually forward new emails, you can set up automatic forwarding in your mail client so new emails will be automatically forwarded to your @zapiermail.com email address. Check the documentation for your specific email app for instructions on how to complete this step. When you set up auto-forwarding, you may need to verify your @zapiermail.com email address. In the Test trigger tab of your trigger, click the dropdown menu . Click Load more to get the most recent emails received by the Zap's email address. Select the email that contains the verification email to get the URL you need to verify the email address. Trigger from new emails with IMAP by Zapier In the Zap editor, click the Trigger step. A dialog box will open. Search for and select IMAP by Zapier . The right sidebar will open. Click the Event dropdown menu and select New Email . Click Continue . Click Sign in to IMAP by Zapier . A new browser tab or window will open. Here, you'll set up your IMAP connection. Host: this will be the URL for your IMAP server. Username: this is typically the username and/or email address you use to log in to your email account. Password: this is the password you use to log in to your email account. Port: choose either Port 143 (default) or Port 993. Consult your email provider's IMAP instructions if you aren't sure which one you need. When you're done, click Yes, Continue . Click Test trigger . If Zapier finds an email, your test is successful and you can continue. If there are no emails in the mailbox yet, send an email to it and retest this step. Note To connect a Gmail account to a third-party IMAP tool (like Zapier), Google requires you to create an App Password . This is a password unique to your account that gives an app or device permission to use your Google account. This should also resolve any \"Invalid Credentials\" errors that occur when you try to set up IMAP for a Gmail account. Troubleshoot common problems Some emails are not triggering my Zap Zapier uses Mailgun, a third-party service, to receive inbound emails. Mailgun has some limitations with the types of email it can work with. For example, Mailgun will not accept and post messages without an email address in the sender field. Some auto-notification emails (e.g., from Google Groups) won't work with Mailgun because the sender's address is empty in the email. My Zap is not triggering on time As Email by Zapier uses a third-party service for inbound emails, there is no guarantee over when the Zap will trigger and delays may occur. If you're working with time-sensitive emails, use IMAP by Zapier , or use an email app so that you can connect directly to your email account. Once you’ve set up your Zap to trigger from new emails, you’re ready to continue setting up the rest of your Zap, whether that’s setting up your action , or adding a search step. ", "error": null, "slug": "imap", "help_title": "Trigger Zap workflows from new emails"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496018935437-Common-Problems-with-Facebook-Messenger-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496018935437-Common-Problems-with-Facebook-Messenger-on-Zapier", "title": "Common Problems with Facebook Messenger on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Facebook Messenger on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Messenger Common Problems with Facebook Messenger on Zapier Updated May 29, 2026 18:13 Note If you’ve updated to a Meta work account, you’ll need to reconnect to any previously connected Meta accounts in your Zapier account. Learn more about how to reconnect your account and prevent disruption to your Zap workflows. 24-Hour Messaging Window Businesses have up to 24 hours to respond to a message sent by a person in Messenger when using standard messaging. More details on the policy are available on Facebook's doc . I didn’t receive any information about the message sender Facebook users have to opt-in to sharing their profile information, so it is only available some of the time. This is something that’s set on Facebook, your Zap can only get the information that’s available. Here are some of the ways that users may opt in to sharing their information: The person starts the conversation via a welcome screen and tapped the “Get Started” button. The person starts the conversation by clicking a “Send to Messenger” button. The person starts the conversation by sending a message. The person starts the conversation by accepting a Page’s message request. Your Messenger bot uses the askPermission() function of the Messenger Extensions SDK in the webview to ask for the user_profile permission. Some cases where a user may not grant permission are: Conversations started via the Checkbox Plugin and the user did has not responded on Messenger. Interactions started by opening a Chat Extension with no replies from the user on Messenger. Interactions with Ads that Click to Messenger before the user replies on Messenger You can find full details on Facebook’s Developer page . ", "error": null, "slug": "facebook-messenger", "help_title": "Common Problems with Facebook Messenger on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496086867597-How-to-get-started-with-Facebook-Custom-Audiences-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496086867597-How-to-get-started-with-Facebook-Custom-Audiences-on-Zapier", "title": "How to get started with Facebook Custom Audiences on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Facebook Custom Audiences app on Zapier, you must have: A paid Zapier plan. Facebook Custom Audiences is a premium app on Zapier. Admin access to the Facebook page, ad account, and lead access in your Facebook Business Manager account . Learn more on What permissions do I need to use Facebook Lead Ads with Zapier? Although this guide references Facebook Lead Ads, the same permissions apply. Accepted Facebook's Terms of Service .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Custom Audiences How to get started with Facebook Custom Audiences on Zapier Updated April 10, 2026 17:03 Facebook Custom Audiences and Zapier connect to automate your ad targeting. You can add emails from new contacts and create custom audiences automatically. Available on plans: Free Professional Team Enterprise Prerequisites To use the Facebook Custom Audiences app on Zapier, you must have: A paid Zapier plan. Facebook Custom Audiences is a premium app on Zapier. Admin access to the Facebook page, ad account, and lead access in your Facebook Business Manager account . Learn more on What permissions do I need to use Facebook Lead Ads with Zapier? Although this guide references Facebook Lead Ads, the same permissions apply. Accepted Facebook's Terms of Service . Connect Facebook Custom Audiences to Zapier To create an app connection to Facebook Custom Audiences on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Custom Audiences . Click Add connection . A new browser tab or window will open. Log into Facebook Custom Audiences to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Custom Audiences account is now successfully connected to Zapier. About Facebook Custom Audiences's app", "text": "How to get started with Facebook Custom Audiences on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Facebook Custom Audiences How to get started with Facebook Custom Audiences on Zapier Updated April 10, 2026 17:03 Facebook Custom Audiences and Zapier connect to automate your ad targeting. You can add emails from new contacts and create custom audiences automatically. Available on plans: Free Professional Team Enterprise Prerequisites To use the Facebook Custom Audiences app on Zapier, you must have: A paid Zapier plan. Facebook Custom Audiences is a premium app on Zapier. Admin access to the Facebook page, ad account, and lead access in your Facebook Business Manager account . Learn more on What permissions do I need to use Facebook Lead Ads with Zapier? Although this guide references Facebook Lead Ads, the same permissions apply. Accepted Facebook's Terms of Service . Connect Facebook Custom Audiences to Zapier To create an app connection to Facebook Custom Audiences on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Facebook Custom Audiences . Click Add connection . A new browser tab or window will open. Log into Facebook Custom Audiences to authenticate. Grant Zapier permission to access your account if prompted to. Your Facebook Custom Audiences account is now successfully connected to Zapier. About Facebook Custom Audiences's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Create Custom Audience - Creates a new custom audience. You may need to accept Facebook's Terms of Service at Remove Email From Custom Audience - Removes an email address from an existing custom audience. Add Email to Custom Audience - Adds an email address to an existing custom audience. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations You can add an unlimited number of records to an audience , but only up to 10,000 at a time. Changes to your Custom Audiences do not happen immediately and usually take up to 24 hours to process. Rate limits apply. Custom Audience Terms of Service must be accepted before creating audiences. Beginning September 2, 2025, custom audiences that suggest specific health conditions or financial status will be flagged and prevented from being used in ad campaigns. Templates View all of Facebook Custom Audiences's templates . Use cases 6 ways to automate Facebook custom audiences with Zapier Your guide to Facebook automation Automatically send lead information to your ad tools Use your customer list to create custom audiences in Facebook. Additional Facebook Custom Audiences resources Zapier's Facebook Custom Audiences integration page Facebook Custom Audience's Help Center Facebook Custom Audiences's API documentation ", "error": null, "slug": "facebook-custom-audiences", "help_title": "How to get started with Facebook Custom Audiences on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38844104455949-How-to-get-started-with-WebinarJam-EverWebinar-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38844104455949-How-to-get-started-with-WebinarJam-EverWebinar-on-Zapier", "title": "How to get started with WebinarJam / EverWebinar on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the WebinarJam / EverWebinar app on Zapier, you must have: A paid WebinarJam or EverWebinar subscription (API access is not available for trial accounts). An approved API key from WebinarJam / EverWebinar (approval is required before you can use the API and typically takes up to two business days to process).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing WebinarJam / EverWebinar How to get started with WebinarJam / EverWebinar on Zapier Updated August 27, 2025 15:35 WebinarJam / EverWebinar and Zapier connect to automate webinar workflows. You can trigger actions when users register or attend webinars and register people to specific webinars. Prerequisites To use the WebinarJam / EverWebinar app on Zapier, you must have: A paid WebinarJam or EverWebinar subscription (API access is not available for trial accounts). An approved API key from WebinarJam / EverWebinar (approval is required before you can use the API and typically takes up to two business days to process). Connect WebinarJam / EverWebinar to Zapier To create an app connection to WebinarJam on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WebinarJam . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your WebinarJam API key . Learn more about finding your API Key . Click Yes, Continue to WebinarJam . Your WebinarJam account is now successfully connected to Zapier. About WebinarJam / EverWebinar's app", "text": "How to get started with WebinarJam / EverWebinar on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing WebinarJam / EverWebinar How to get started with WebinarJam / EverWebinar on Zapier Updated August 27, 2025 15:35 WebinarJam / EverWebinar and Zapier connect to automate webinar workflows. You can trigger actions when users register or attend webinars and register people to specific webinars. Prerequisites To use the WebinarJam / EverWebinar app on Zapier, you must have: A paid WebinarJam or EverWebinar subscription (API access is not available for trial accounts). An approved API key from WebinarJam / EverWebinar (approval is required before you can use the API and typically takes up to two business days to process). Connect WebinarJam / EverWebinar to Zapier To create an app connection to WebinarJam on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WebinarJam . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your WebinarJam API key . Learn more about finding your API Key . Click Yes, Continue to WebinarJam . Your WebinarJam account is now successfully connected to Zapier. About WebinarJam / EverWebinar's app Triggers, searches, and actions Triggers New Live Attendee (Instant) - Triggers when a registrant attend a live webinar. Registrant Joins Webinar After (Instant) - Triggers when a registrant joins the live webinar late. Registrant Misses Webinar (Instant) - Triggers when a registrant misses the live webinar. New Registration (Instant) - Triggers when a user registers for a webinar. Registrant Attends Replay (Instant) - Triggers when a registrant attends the webinar replay. Registrant Leaves Before (Instant) - Triggers when a registrant leaves the live webinar before a specific timestamp. Registrant Purchases (Instant) - Triggers when a registrant buys a product during the live webinar. Registrants Stays Until (Instant) - Triggers when a registrant stays in a live webinar past a specific timestamp. Searches No search actions available for this app. Actions Register Person to a Specific Webinar - Register a person to a specific Webinar. Limitations API rate limits apply . The API has a hardcoded limit of 20 API calls per second per user, which may cause \"Too many requests\" errors (429 error) if exceeded, potentially affecting high-volume Zapier automations - source Data privacy compliance requirements . Users must ensure appropriate consent is collected from webinar registrants and comply with applicable data privacy regulations when using the API through Zapier. Templates View all of WebinarJam / EverWebinar's templates . Use cases 4 ways to automate WebinarJam with Zapier Your guide to webinar automation Additional WebinarJam / EverWebinar resources Zapier's WebinarJam / EverWebinar integration page WebinarJam / EverWebinar's Help Center WebinarJam / EverWebinar's API documentation ", "error": null, "slug": "webinarjam", "help_title": "How to get started with WebinarJam / EverWebinar on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859563158285-How-to-get-started-with-Freshdesk-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859563158285-How-to-get-started-with-Freshdesk-on-Zapier", "title": "How to get started with Freshdesk on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Freshdesk app on Zapier, you must have: A Freshdesk account on a paid plan (Growth, Pro, or Enterprise). Your Freshdesk API key , which can be found in your profile settings under the \"API Key\" section (only available to admin/account admin users).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Freshdesk How to get started with Freshdesk on Zapier Updated January 23, 2026 15:20 Freshdesk and Zapier connect to automate your support work. You can trigger actions when new tickets are created and create tickets from forms or updates. Prerequisites To use the Freshdesk app on Zapier, you must have: A Freshdesk account on a paid plan (Growth, Pro, or Enterprise). Your Freshdesk API key , which can be found in your profile settings under the \"API Key\" section (only available to admin/account admin users). Connect Freshdesk to Zapier To create an app connection to Freshdesk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Freshdesk . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Freshdesk API key . Sudomain : Enter your Freshdesk registered domain name . Click Yes, Continue to Freshdesk . Your Freshdesk account is now successfully connected to Zapier. About Freshdesk's app", "text": "How to get started with Freshdesk on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Freshdesk How to get started with Freshdesk on Zapier Updated January 23, 2026 15:20 Freshdesk and Zapier connect to automate your support work. You can trigger actions when new tickets are created and create tickets from forms or updates. Prerequisites To use the Freshdesk app on Zapier, you must have: A Freshdesk account on a paid plan (Growth, Pro, or Enterprise). Your Freshdesk API key , which can be found in your profile settings under the \"API Key\" section (only available to admin/account admin users). Connect Freshdesk to Zapier To create an app connection to Freshdesk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Freshdesk . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Freshdesk API key . Sudomain : Enter your Freshdesk registered domain name . Click Yes, Continue to Freshdesk . Your Freshdesk account is now successfully connected to Zapier. About Freshdesk's app Triggers, searches, and actions Triggers New Ticket (Instant) - Triggers when there is a new ticket is created in Freshdesk. New Ticket Note (Instant) - Triggers when a Note is added to a Ticket. Update Contact (Instant) - Triggers when a user is updated. New Contact (Instant) - Triggers when a new customer is created. Update Ticket (Instant) - Triggers when a Ticket is updated. Searches Find Contact - Finds an existing customer or a potential customer that has raised a ticket. Find Ticket by Id - Find a ticket by ID. Actions Create Company - Allows you to create a Company entry in Freshdesk. Create Forum Category - Creates a Forum Category. Create Ticket - Create a ticket in Freshdesk for your domain. Update Ticket - Updates a ticket in FreshDesk. Add Notes to a Ticket - Add Private or Public notes to a Freshdesk Support Ticket. Create Forum - Creates a Forum under a Category. Create Forum Topic - Create a new Forum Topic on Freshdesk Forums. Create Contact - Allows you to create a User/Customer in Freshdesk for your support domain. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits vary by plan. Free plan has 0 API calls per minute, Growth plan allows 200 calls per minute, Pro plan allows 400 calls per minute, and Enterprise plan allows 700 calls per minute. Trial accounts are limited to 50 calls per minute. Templates View all of Freshdesk's templates . Use cases 6 ways to automate Freshdesk 6 ways to automate your customer support Additional Freshdesk resources Zapier's Freshdesk integration page Freshdesk's Help Center Freshdesk's API documentation ", "error": null, "slug": "freshdesk", "help_title": "How to get started with Freshdesk on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859805275021-How-to-get-started-with-Ninja-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859805275021-How-to-get-started-with-Ninja-Forms-on-Zapier", "title": "How to get started with Ninja Forms on Zapier", "auth_signals": ["webhook"], "prerequisites": "Prerequisites To use the Ninja Forms app on Zapier, you must have: A WordPress website with the Ninja Forms core plugin installed and activated. The Ninja Forms Zapier add-on purchased and installed. At least one published form in Ninja Forms that you want to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Ninja Forms How to get started with Ninja Forms on Zapier Updated January 23, 2026 14:33 Ninja Forms and Zapier connect to automate your work. You can trigger actions when forms are submitted and create contacts, add subscribers, or update spreadsheets. Prerequisites To use the Ninja Forms app on Zapier, you must have: A WordPress website with the Ninja Forms core plugin installed and activated. The Ninja Forms Zapier add-on purchased and installed. At least one published form in Ninja Forms that you want to connect to Zapier. Connect Ninja Forms to Zapier To create an app connection to Ninja Forms on Zapier, in your trigger step : Search for and select Ninja Forms . In the Trigger event field, select New Form Submission . Click Continue . In the Your webhook URL field, click Copy to copy the unique URL. Keep this Zapier page open, as you'll need to return to it later. Log into your WordPress dashboard and navigate to the Ninja Forms section. Open the specific form you want to connect to Zapier. Click the Emails & Actions tab at the top of the form editor. Click + Add new action . In the list of actions, find and select Zapier . A new Zapier action box will appear. In the ZAPIER WEB HOOK field, within this box, paste your webhook URL you copied form Zapier. Click Done , then click Publish to save your form changes. Your Ninja Forms account is now successfully connected to Zapier. About Ninja Forms's app", "text": "How to get started with Ninja Forms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Ninja Forms How to get started with Ninja Forms on Zapier Updated January 23, 2026 14:33 Ninja Forms and Zapier connect to automate your work. You can trigger actions when forms are submitted and create contacts, add subscribers, or update spreadsheets. Prerequisites To use the Ninja Forms app on Zapier, you must have: A WordPress website with the Ninja Forms core plugin installed and activated. The Ninja Forms Zapier add-on purchased and installed. At least one published form in Ninja Forms that you want to connect to Zapier. Connect Ninja Forms to Zapier To create an app connection to Ninja Forms on Zapier, in your trigger step : Search for and select Ninja Forms . In the Trigger event field, select New Form Submission . Click Continue . In the Your webhook URL field, click Copy to copy the unique URL. Keep this Zapier page open, as you'll need to return to it later. Log into your WordPress dashboard and navigate to the Ninja Forms section. Open the specific form you want to connect to Zapier. Click the Emails & Actions tab at the top of the form editor. Click + Add new action . In the list of actions, find and select Zapier . A new Zapier action box will appear. In the ZAPIER WEB HOOK field, within this box, paste your webhook URL you copied form Zapier. Click Done , then click Publish to save your form changes. Your Ninja Forms account is now successfully connected to Zapier. About Ninja Forms's app Triggers, searches, and actions Triggers New Form Submission - Triggers when a form is submitted. (Instant trigger) Searches No searches available. Actions No actions available. Limitations Whenever you modify your form's field settings, you need to \"re-sync\" your changes with Zapier by submitting a test form, testing your trigger step , and remapping fields . Templates View all of Ninja Forms's templates . Use cases Set up an automated system to confirm form submissions 4 ways to automate Vtiger CRM Additional Ninja Forms resources Zapier's Ninja Forms integration page Ninja Forms's Help Center Ninja Forms's API documentation ", "error": null, "slug": "ninjaforms", "help_title": "How to get started with Ninja Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496030594189-Common-Problems-with-ClickFunnels-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496030594189-Common-Problems-with-ClickFunnels-on-Zapier", "title": "Common Problems with ClickFunnels on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building ClickFunnels Common Problems with ClickFunnels on Zapier Updated June 19, 2024 15:04 New Contact Activity is triggering on the same contact activity Because of how the funnel flow mechanism inside ClickFunnels functions, every time a contact moves to a new step in your funnel, it will fire your Zap. To prevent this, make sure to specify the exact funnel step in the trigger setup. Contact activity from the wrong funnel is triggering my zap Try reselecting both the Funnel and the Funnel Step. It's likely that you have the same funnel step names across multiple funnels, and the wrong one is selected. Because we send IDs and not Funnel Step names to ClickFunnels, it may be that you selected the wrong one. I'm not seeing my Funnel in the drop-down list of Funnels If you have more than 300 funnels in your ClickFunnels account, you will need to use a custom value and the Funnel ID from ClickFunnels in your Trigger step. You can find the ID of your funnel page in the ClickFunnels' URL: In the example above, the Funnel ID is 2962166. It is the number in the URL that follows app.clickfunnels.com/funnels/ Once you copy that ID, in your Zap: Click the Funnel field. In the dropdown menu, select the Custom tab. Paste the Funnel ID in the Funnel input box. Select the appropriate Funnel Step . Funnel steps associated with the selected Funnel will be automatically populated. Click Continue . Test the Zap to make sure that the correct information is coming through. I'm using the \"New Successful Purchase\" trigger and new purchases aren't triggering my Zap? Please make sure sure that the funnel step chosen in the Zap is the 'Order Page' from the funnel. If the subsequent steps in the funnel, which is often an 'Order Confirmation Page' like \"thanks for your purchase\" or similar, is selected, that won't work. The actual successful purchase was not on that funnel step! My Custom Field is not coming through for Contact Activity trigger? Please make sure that a field name is assigned for the custom field. If doing that still doesn't help, please make sure the \"Custom Type\" was not left as the default inside ClickFunnels: Once the field name is added and the Custom Type field is customized, try to pull in a new sample and the custom field will showing up. The Amount field sends the value in cents but my action step accepts the value in dollars? To work a", "text": "Common Problems with ClickFunnels on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building ClickFunnels Common Problems with ClickFunnels on Zapier Updated June 19, 2024 15:04 New Contact Activity is triggering on the same contact activity Because of how the funnel flow mechanism inside ClickFunnels functions, every time a contact moves to a new step in your funnel, it will fire your Zap. To prevent this, make sure to specify the exact funnel step in the trigger setup. Contact activity from the wrong funnel is triggering my zap Try reselecting both the Funnel and the Funnel Step. It's likely that you have the same funnel step names across multiple funnels, and the wrong one is selected. Because we send IDs and not Funnel Step names to ClickFunnels, it may be that you selected the wrong one. I'm not seeing my Funnel in the drop-down list of Funnels If you have more than 300 funnels in your ClickFunnels account, you will need to use a custom value and the Funnel ID from ClickFunnels in your Trigger step. You can find the ID of your funnel page in the ClickFunnels' URL: In the example above, the Funnel ID is 2962166. It is the number in the URL that follows app.clickfunnels.com/funnels/ Once you copy that ID, in your Zap: Click the Funnel field. In the dropdown menu, select the Custom tab. Paste the Funnel ID in the Funnel input box. Select the appropriate Funnel Step . Funnel steps associated with the selected Funnel will be automatically populated. Click Continue . Test the Zap to make sure that the correct information is coming through. I'm using the \"New Successful Purchase\" trigger and new purchases aren't triggering my Zap? Please make sure sure that the funnel step chosen in the Zap is the 'Order Page' from the funnel. If the subsequent steps in the funnel, which is often an 'Order Confirmation Page' like \"thanks for your purchase\" or similar, is selected, that won't work. The actual successful purchase was not on that funnel step! My Custom Field is not coming through for Contact Activity trigger? Please make sure that a field name is assigned for the custom field. If doing that still doesn't help, please make sure the \"Custom Type\" was not left as the default inside ClickFunnels: Once the field name is added and the Custom Type field is customized, try to pull in a new sample and the custom field will showing up. The Amount field sends the value in cents but my action step accepts the value in dollars? To work around this, please add a Formatter step to divide the amount by 100: I have a different problem/error If you're getting any of the following issues: Why is Zapier pulling information from all my funnels instead of the one I selected? Why are failed payments being sent to Zapier as a successful order? Why are duplicate contacts being created when someone orders or opts in? ", "error": null, "slug": "clickfunnels", "help_title": "Common Problems with ClickFunnels on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495988505613-Common-Problems-with-IMAP-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495988505613-Common-Problems-with-IMAP-on-Zapier", "title": "Common Problems with IMAP on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with IMAP on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Email & communication Email, IMAP, SMTP, & Email Parser Common Problems with IMAP on Zapier Updated March 05, 2026 12:40 Can I get HTML Messages from IMAP in a Zap? Yes! You can get HTML messages from an IMAP trigger. I'm Getting an \"Invalid Credentials\" Error When Connecting a Gmail Account In order to connect a Gmail account to a third-party IMAP tool, Google requires you to create an App Password. This is a password unique to your account that gives an app or device permission to use your Google account. Learn more about how to create a Google App Password . ", "error": null, "slug": "imap", "help_title": "Common Problems with IMAP on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859867324685-How-to-get-started-with-Instantly-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859867324685-How-to-get-started-with-Instantly-on-Zapier", "title": "How to get started with Instantly on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Instantly app on Zapier, you must have: An active Instantly account (any paid plan starting from Growth plan). Access to your Instantly API key from the Integrations tab in your Instantly account settings.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Instantly How to get started with Instantly on Zapier Updated January 23, 2026 14:39 Instantly and Zapier connect to automate cold email campaigns. You can trigger actions when emails are sent or replied to and add leads to campaigns. Prerequisites To use the Instantly app on Zapier, you must have: An active Instantly account (any paid plan starting from Growth plan). Access to your Instantly API key from the Integrations tab in your Instantly account settings. Connect Instantly to Zapier To create an app connection to Instantly on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Instantly . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field enter your API key from the Integrations tab in your Instantly account. Click Yes, Continue to Instantly . Your Instantly account is now successfully connected to Zapier. About Instantly's app", "text": "How to get started with Instantly on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Instantly How to get started with Instantly on Zapier Updated January 23, 2026 14:39 Instantly and Zapier connect to automate cold email campaigns. You can trigger actions when emails are sent or replied to and add leads to campaigns. Prerequisites To use the Instantly app on Zapier, you must have: An active Instantly account (any paid plan starting from Growth plan). Access to your Instantly API key from the Integrations tab in your Instantly account settings. Connect Instantly to Zapier To create an app connection to Instantly on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Instantly . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field enter your API key from the Integrations tab in your Instantly account. Click Yes, Continue to Instantly . Your Instantly account is now successfully connected to Zapier. About Instantly's app Triggers, searches, and actions Triggers New Event (Instant) - Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails. Searches Find Lead - Finds a lead in the Instantly CRM Actions Add Tags to Campaigns - Add Tags to a campaign Add Lead to Campaign - Add lead to a campaign Remove Lead From Campaign - Removes a lead from a campaign Remove Tags From Campaigns - Remove Tags from campaigns Add Tags to Accounts - Add Tags to email accounts Add to Blocklist - Add entries to blocklist Create a New Tag - Create a new tag in your workspace Remove Tags From Accounts - Remove Tags from accounts Update Lead Status - Update a lead's status Limitations Rate limits apply to all API requests . Instantly enforces strict rate limits of no more than 100 requests in 10 seconds and no more than 600 requests in one minute. These limits are shared across the entire workspace and can cause 429 errors if exceeded - source Templates View all of Instantly's templates . Use cases 4 ways to automate Instantly Additional Instantly resources Zapier's Instantly integration page Instantly's Help Center Instantly's API documentation ", "error": null, "slug": "instantly", "help_title": "How to get started with Instantly on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495980905101-How-to-get-started-with-OnceHub-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495980905101-How-to-get-started-with-OnceHub-on-Zapier", "title": "How to get started with OnceHub on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the OnceHub app on Zapier, you must have: An OnceHub account with at least the Schedule plan. At least one configured booking calendar, booking page, routing form, or chatbot in OnceHub to trigger Zap workflows.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce OnceHub How to get started with OnceHub on Zapier Updated May 29, 2026 18:12 OnceHub and Zapier connect to automate your work. You can trigger actions when contacts are captured and create new bookings or update CRM records. Prerequisites To use the OnceHub app on Zapier, you must have: An OnceHub account with at least the Schedule plan. At least one configured booking calendar, booking page, routing form, or chatbot in OnceHub to trigger Zap workflows. Connect OnceHub to Zapier To create an app connection to OnceHub on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select OnceHub . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your OnceHub API Key . ID : Enter your OnceHub Login ID . Learn more about generating your OnceHub API Key and Login ID. Click Yes, Continue to OnceHub . Your OnceHub account is now successfully connected to Zapier. About OnceHub's app", "text": "How to get started with OnceHub on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce OnceHub How to get started with OnceHub on Zapier Updated May 29, 2026 18:12 OnceHub and Zapier connect to automate your work. You can trigger actions when contacts are captured and create new bookings or update CRM records. Prerequisites To use the OnceHub app on Zapier, you must have: An OnceHub account with at least the Schedule plan. At least one configured booking calendar, booking page, routing form, or chatbot in OnceHub to trigger Zap workflows. Connect OnceHub to Zapier To create an app connection to OnceHub on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select OnceHub . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your OnceHub API Key . ID : Enter your OnceHub Login ID . Learn more about generating your OnceHub API Key and Login ID. Click Yes, Continue to OnceHub . Your OnceHub account is now successfully connected to Zapier. About OnceHub's app Triggers, searches, and actions Triggers Contact Captured (Instant) - Triggers when a contact is captured Contact Updated (Instant) - Triggers when a captured contact is updated Conversation Abandoned (Instant) - Triggers when a chatbot conversation is abandoned by a website visitor Conversation Started (Instant) - Triggers when a website visitor starts interacting with your chatbot Booking Canceled (Instant) - Triggers when an existing booking is cancelled Booking Completed (Instant) - Triggers when the date and time for a booking has passed Booking Rescheduled (Instant) - Triggers when a booking is rescheduled Contact Lifecycle Event (Instant) - Triggers when a contact is captured or updated Conversation Lifecycle Event (Instant) - Triggers when the status of a conversation is changed to \"Reached-out\", \"Started\", \"Closed\", or \"Abandoned\" Conversation Closed (Instant) - Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot Booking Lifecycle Event (Instant) - Triggers when the status of a booking is changed to \"Scheduled\", \"Rescheduled\", \"Canceled\", \"Completed\", or \"No-show\" Booking Cancelled and Rescheduled (Instant) - Triggers when a booking is canceled and replaced by a new booking Booking No-Show (Instant) - Triggers when the status of a booking is manually changed to \"No-show\" Booking Scheduled (Instant) - Triggers when a new booking is scheduled Searches Find Contact - Find Contact in your oncehub account Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations Zap workflows may not trigger if using \"Booking with approval\" mode. Bookings must be approved in OnceHub before the trigger runs. Booking Completed trigger only runs after the appointment time has passed, not when the booking is made. Templates View all of OnceHub's templates . Use cases 4 ways to automate OnceHub with Zapier Additional OnceHub resources Zapier's OnceHub integration page OnceHub's Help Center OnceHub's API documentation ", "error": null, "slug": "oncehub", "help_title": "How to get started with OnceHub on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495968056973-Common-Problems-with-PayPal", "final_url": "https://help.zapier.com/hc/en-us/articles/8495968056973-Common-Problems-with-PayPal", "title": "Common Problems with PayPal", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce PayPal Common Problems with PayPal Updated May 29, 2026 18:12 How do I use line items with PayPal? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier: In Zapier's PayPal integration, the “New Successful Sale” trigger offers line item support. If you want to learn more about how line items work, read our Guide to Line Items here . I can't find any sample data even though I sent a test sale! If you are using a PayPal button or a PayPal shopping cart script then you might have trouble. These things override the default IPN URL you set on paypal.com. The way to fix this is by following our \"Multiple IPN\" documentation here . Check your notification URL via IPN History Go to your IPN History Page (found here https://www.paypal.com/us/cgi-bin/webscr?cmd=_display-ipns-history ) and click on a single record's message ID to view the details: And you'll see a page like this: You should notice a \"Notification URL\" listed above, it should point to Zapier. If it points somewhere else (like the screenshot above), you'll need to figure out what service or button is setting those URLs! Enable UTF-8 Encoding If you have international customers via PayPal, or have noticed some addresses not coming through from PayPal, you may need to turn on UTF-8 encoding in PayPal. Otherwise, you may have some customer data come into Zapier as blank text, especially if it’s written in Russian or Cyrillic. To enable UTF-8 in PayPal, login to your PayPal account, then open the PayPal Language Encoding page (found here: https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding ) and click the More Options button. There, select UTF-8 from the Encoding options drop-down, and check the Yes toggle to have your PayPal data sent to Zapier using UTF-8 encoding. Save the changes, and within a day your PayPal settings should update. Zapier will now receive sale data from your PayPal account in any language, including Cyrillic characters. Can I Use Two Different PayPal Accounts in Zapier? You can set up as many PayPal Zap workflows as you want, but they will always have the same URL found in the Set Up Webhook step, which means only 1 PayPal account can trigger them. If you have another PayPal account you want to get trans", "text": "Common Problems with PayPal &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce PayPal Common Problems with PayPal Updated May 29, 2026 18:12 How do I use line items with PayPal? To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier: In Zapier's PayPal integration, the “New Successful Sale” trigger offers line item support. If you want to learn more about how line items work, read our Guide to Line Items here . I can't find any sample data even though I sent a test sale! If you are using a PayPal button or a PayPal shopping cart script then you might have trouble. These things override the default IPN URL you set on paypal.com. The way to fix this is by following our \"Multiple IPN\" documentation here . Check your notification URL via IPN History Go to your IPN History Page (found here https://www.paypal.com/us/cgi-bin/webscr?cmd=_display-ipns-history ) and click on a single record's message ID to view the details: And you'll see a page like this: You should notice a \"Notification URL\" listed above, it should point to Zapier. If it points somewhere else (like the screenshot above), you'll need to figure out what service or button is setting those URLs! Enable UTF-8 Encoding If you have international customers via PayPal, or have noticed some addresses not coming through from PayPal, you may need to turn on UTF-8 encoding in PayPal. Otherwise, you may have some customer data come into Zapier as blank text, especially if it’s written in Russian or Cyrillic. To enable UTF-8 in PayPal, login to your PayPal account, then open the PayPal Language Encoding page (found here: https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding ) and click the More Options button. There, select UTF-8 from the Encoding options drop-down, and check the Yes toggle to have your PayPal data sent to Zapier using UTF-8 encoding. Save the changes, and within a day your PayPal settings should update. Zapier will now receive sale data from your PayPal account in any language, including Cyrillic characters. Can I Use Two Different PayPal Accounts in Zapier? You can set up as many PayPal Zap workflows as you want, but they will always have the same URL found in the Set Up Webhook step, which means only 1 PayPal account can trigger them. If you have another PayPal account you want to get transactions from, create a Zap with a Web Hook \"Catch Hook\" trigger. In the Set Up Webhook step, it will give a new URL, which you can use in your other PayPal account's IPN settings. Cannot change the notification URL/Custom button issues Sometimes, if you're using a website editor like Wix, you'll implement a PayPal button on your website with no way to change the notification URL. If the notification URL is pointing to anywhere else but Zapier, your Zap won't function correctly. If you need a workaround, you can create a custom button within your PayPal account. Here's what you'll need to do: Login to your PayPal account Create a button Embed the button on your website Follow the setup instructions, here . The sample data format provided in the Zap Editor doesn’t match live data. There are times when the sample data from your PayPal Trigger, in the Zap Editor, will not match the live data that comes through when your Zap runs. This can be especially relevant if you’re trying to add a Filter step to only continue if the item sold contains specific text. In order to get more accurate data, you can use PayPal’s IPN Simulator tool. NOTE: you will have to log in to your PayPal account in order to use the tool, but you do NOT need a developer account. Copy the PayPal link from your Trigger step: Access the tool here: https://developer.paypal.com/developer/ipnSimulator/ Paste your link here: You should be able to select Express Checkout or Cart Checkout to simulate a PayPal sale. Change the sample data before submitting, if you’d like. Back in the Zap Editor, test the Trigger step and you will now see what you sent from the IPN Simulator, instead of the default sample data we originally provide. Now you’ll have a sample that matches how those fields will appear when your Zap has been turned on and runs live. ", "error": null, "slug": "paypal", "help_title": "Common Problems with PayPal"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495968019085-How-to-use-multiple-IPNs-with-PayPal-legacy", "final_url": "https://help.zapier.com/hc/en-us/articles/8495968019085-How-to-use-multiple-IPNs-with-PayPal-legacy", "title": "How to use multiple IPNs with PayPal (legacy)", "auth_signals": ["webhook"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce PayPal How to use multiple IPNs with PayPal (legacy) Updated May 29, 2026 18:12 This tutorial explains how to use Zapier to send your PayPal Instant Payment Notifications (IPNs) to more than one destination URL, solving PayPals's single-URL limitation. Note This tutorial will only work for legacy version of the PayPal app on Zapier. IPNs send instant notifications of new PayPal transactions to Zapier through webhooks . You can think of a Webhook as a message sent from one web application to another delivering some kind of data. Zapier uses webhooks to capture new PayPal trans", "text": "How to use multiple IPNs with PayPal (legacy) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce PayPal How to use multiple IPNs with PayPal (legacy) Updated May 29, 2026 18:12 This tutorial explains how to use Zapier to send your PayPal Instant Payment Notifications (IPNs) to more than one destination URL, solving PayPals's single-URL limitation. Note This tutorial will only work for legacy version of the PayPal app on Zapier. IPNs send instant notifications of new PayPal transactions to Zapier through webhooks . You can think of a Webhook as a message sent from one web application to another delivering some kind of data. Zapier uses webhooks to capture new PayPal transactions through PayPal's IPN feature. PayPal only allows you to set one IPN URL (aka “Webhook URL”). This works out fine if Zapier is the only service you need to send new orders to, but if you use an e-commerce plugin or other service that requires the use of IPN, you’ll find that the IPN URL is already set to that plugin/tool’s URL. Before going this route, you should check the app directory to see if Zapier supports the e-commerce tool you're currently using. If it does, you may be able to skip this workaround. If you’d like to use Zapier along with your existing tools, you need to send notifications to more than one URL. Thankfully, Zapier can help you get this done! We don’t currently use the IPN authentication protocol to verify the webhook received from PayPal. If you wish to do that, you have to implement it in your Zap as a follow-up step. Setting it up Using Zapier you can setup any number of PayPal to Webhooks Zap workflows. Zapier serves as an amplification mechanism for as many IPN URLs as you need as we can forward your IPNs. To set this up, follow these steps: Create a Zap and choose PayPal as your trigger app. Select “Successful Sale” as the action. Copy the Zapier Webhook URL: Paste this into your PayPal IPN settings. You can access your PayPal IPN settings here. Make sure to save the old IPN URL that you are currently using at PayPal. Test the trigger in the Zap editor. Add a step to your Zap, set it up as follows: App: Webhooks by Zapier Action: Custom Request (click “show less common options” to reveal that action) Set the Method to POST Enter your old IPN URL in the URL field Insert the \"Raw IPN Body” in the Data field. Add a header as shown in the screenshot below Turn on your Zap. Now, your PayPal transactions will get sent to the URL you specified, but you can still set up as many other PayPal Zap workflows as you want to send that data to other apps as well. Note: If the plugin/service overrides Zapier's IPN URL in your PayPal account, you'll need to disable it to allow Zapier's URL to persist as the default IPN URL. Using notification URLs Also, a common problem is that your notification_url is set at the button level which overrides the IPN you set in your PayPal settings. This is a simple fix! Just choose one of the below: Remove the notification_url setting entirely from your button and let the PayPal settings be the default. Change the notification_url in your code to the Zapier IPN hook URL from Step 1 of your Zap. You can follow the above directions to ensure that each URL gets its notifications. And that's that! No code needed. Let us know if you need any help setting this up at all. ", "error": null, "slug": "paypal", "help_title": "How to use multiple IPNs with PayPal (legacy)"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859420131725-How-to-get-started-with-Formidable-Forms-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859420131725-How-to-get-started-with-Formidable-Forms-on-Zapier", "title": "How to get started with Formidable Forms on Zapier", "auth_signals": ["api_key", "basic_auth"], "prerequisites": "Prerequisites To use the Formidable Forms app on Zapier, you must have: A Formidable Forms Business license or higher. The Formidable Forms Zapier add-on installed and activated on your WordPress site (available through Formidable → Add-Ons page after purchasing a qualifying license). Your Formidable Forms API key , which can be found at Formidable → Global Settings → API tab in your WordPress admin. WordPress permalinks not be set to default. If you need to use any permalink structure other than the default \"Plain\" option (Settings → Permalinks in WordPress).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Formidable Forms How to get started with Formidable Forms on Zapier Updated January 23, 2026 15:18 Formidable Forms and Zapier connect to automate your WordPress forms. You can trigger actions when new entries are submitted and send data to Google Sheets, CRMs, and email tools. Prerequisites To use the Formidable Forms app on Zapier, you must have: A Formidable Forms Business license or higher. The Formidable Forms Zapier add-on installed and activated on your WordPress site (available through Formidable → Add-Ons page after purchasing a qualifying license). Your Formidable Forms API key , which can be found at Formidable → Global Settings → API tab in your WordPress admin. WordPress permalinks not be set to default. If you need to use any permalink structure other than the default \"Plain\" option (Settings → Permalinks in WordPress). Connect Formidable Forms to Zapier To create an app connection to Formidable Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Formidable Forms . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your API key. My Site URL : Enter your site URL (including http:// or https:// and the trailing slash). Click Yes, Continue to Formidable Forms . Your Formidable Forms account is now successfully connected to Zapier. About Formidable Forms's app Triggers, searches, and actions Triggers Delete Entry - Triggers when an entry is deleted. (Instant) New Entry - Triggers when a new form is submitted. (Instant) Searches No search actions found for this app. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Summary field cannot be passed to Zapier. Zapier add-on only", "text": "How to get started with Formidable Forms on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Formidable Forms How to get started with Formidable Forms on Zapier Updated January 23, 2026 15:18 Formidable Forms and Zapier connect to automate your WordPress forms. You can trigger actions when new entries are submitted and send data to Google Sheets, CRMs, and email tools. Prerequisites To use the Formidable Forms app on Zapier, you must have: A Formidable Forms Business license or higher. The Formidable Forms Zapier add-on installed and activated on your WordPress site (available through Formidable → Add-Ons page after purchasing a qualifying license). Your Formidable Forms API key , which can be found at Formidable → Global Settings → API tab in your WordPress admin. WordPress permalinks not be set to default. If you need to use any permalink structure other than the default \"Plain\" option (Settings → Permalinks in WordPress). Connect Formidable Forms to Zapier To create an app connection to Formidable Forms on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Formidable Forms . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your API key. My Site URL : Enter your site URL (including http:// or https:// and the trailing slash). Click Yes, Continue to Formidable Forms . Your Formidable Forms account is now successfully connected to Zapier. About Formidable Forms's app Triggers, searches, and actions Triggers Delete Entry - Triggers when an entry is deleted. (Instant) New Entry - Triggers when a new form is submitted. (Instant) Searches No search actions found for this app. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Summary field cannot be passed to Zapier. Zapier add-on only triggers on entry creation or deletion, not on entry updates. Cannot use default WordPress permalinks (must use pretty permalinks). Basic Authentication must be enabled on the server for API functionality - source Templates View all of Formidable Forms's templates . Use cases 4 ways to automate Formidable Forms Additional Formidable Forms resources Zapier's Formidable Forms integration page Formidable Forms's Help Center Formidable Forms's API documentation ", "error": null, "slug": "formidable", "help_title": "How to get started with Formidable Forms on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496012700557-Common-Problems-with-OnceHub-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496012700557-Common-Problems-with-OnceHub-on-Zapier", "title": "Common Problems with OnceHub on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "Common Problems with OnceHub on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce OnceHub Common Problems with OnceHub on Zapier Updated May 29, 2026 18:12 My zap is active but is still not triggering In OnceHub, expand the left sidebar and navigate to Integrations > Zapier integration. Open the Manage Zap workflows tab and find the Zap. Click the pencil icon to open the Zap Editor and test the OnceHub trigger. If this does not solve the issue, you’ll need to regenerate your API key in OnceHub. Open the left side bar and navigate to Integrations > Zapier integration > API Key tab. Regenerate the key and reconnect. Make sure you enter the new API Key in Zapier. Read more in this troubleshooting article . New scheduled bookings are not triggering my Zap If you're using Booking with approval mode in OnceHub, you'll need to approve the meetings in OnceHub before the trigger is fired. Alternatively, you can switch to Automatic booking, which will automatically confirm the booking and trigger Zapier in one step. You can find more information about this booking mode in this article . Booking Completed trigger isn't triggering Booking Completed means that the time for the appointment has passed. You can either use another trigger in OnceHub that matches your intention, e.g., Scheduled Booking, or set the appointment time to be in the near future and re-test. Where can I find more information? Check out the Zapier integration articles in the OnceHub knowledgebase. ", "error": null, "slug": "oncehub", "help_title": "Common Problems with OnceHub on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39882472105613-How-to-get-started-with-ShipStation-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39882472105613-How-to-get-started-with-ShipStation-on-Zapier", "title": "How to get started with ShipStation on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the ShipStation app on Zapier, you must have: An active ShipStation account with a Scale-Gold (for US or CA) or Accelerate (for UK, AU, NZ, EU) plan or higher . For ShipStation plans lower than Scale-Gold or Accelerate, you will need the ShipStation Inventory API Add-On . A manual store set up in ShipStation if you plan to create orders through Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce ShipStation How to get started with ShipStation on Zapier Updated March 31, 2026 16:17 ShipStation and Zapier connect to automate your shipping workflow. You can trigger actions when new orders arrive and create orders from other apps. Prerequisites To use the ShipStation app on Zapier, you must have: An active ShipStation account with a Scale-Gold (for US or CA) or Accelerate (for UK, AU, NZ, EU) plan or higher . For ShipStation plans lower than Scale-Gold or Accelerate, you will need the ShipStation Inventory API Add-On . A manual store set up in ShipStation if you plan to create orders through Zapier. Connect ShipStation to Zapier To create an app connection to ShipStation on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ShipStation . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your ShipStation API Key . API Secret : Enter your ShipStation API Secret . To find your API Key and Secret, refer to ShipStation's instructions . Click Yes, Continue to ShipStation . Your ShipStation account is now successfully connected to Zapier. About ShipStation's app", "text": "How to get started with ShipStation on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce ShipStation How to get started with ShipStation on Zapier Updated March 31, 2026 16:17 ShipStation and Zapier connect to automate your shipping workflow. You can trigger actions when new orders arrive and create orders from other apps. Prerequisites To use the ShipStation app on Zapier, you must have: An active ShipStation account with a Scale-Gold (for US or CA) or Accelerate (for UK, AU, NZ, EU) plan or higher . For ShipStation plans lower than Scale-Gold or Accelerate, you will need the ShipStation Inventory API Add-On . A manual store set up in ShipStation if you plan to create orders through Zapier. Connect ShipStation to Zapier To create an app connection to ShipStation on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ShipStation . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your ShipStation API Key . API Secret : Enter your ShipStation API Secret . To find your API Key and Secret, refer to ShipStation's instructions . Click Yes, Continue to ShipStation . Your ShipStation account is now successfully connected to Zapier. About ShipStation's app Triggers, searches, and actions Triggers Item Ordered (Instant) - Triggers for each individual line item when a new order is created or imported. New Order (Instant) - Triggers when a new Order is created or imported in ShipStation. Item Shipped (Instant) - Triggers for each individual line item when a new outbound shipping label is created for an order. Order Shipped (Instant) - Triggers when a new outbound shipping label is created for an order. Searches No search actions were found for ShipStation. Actions Create Order - Creates a new order. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations ShipStation allows up to 200 requests per minute by default. Accounts exceeding this limit will receive 429 Too Many Requests error responses. Templates View all of ShipStation's templates . Use cases 4 ways to automate ShipStation with Zapier Additional ShipStation resources Zapier's ShipStation integration page ShipStation's Help Center . ShipStation's API documentation ", "error": null, "slug": "shipstation", "help_title": "How to get started with ShipStation on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496013594381-How-to-get-started-with-ClickFunnels-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496013594381-How-to-get-started-with-ClickFunnels-on-Zapier", "title": "How to get started with ClickFunnels on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the ClickFunnels app on Zapier, you must have: An active ClickFunnels account. To use ClickFunnels' Webhooks with Webhooks by Zapier , you must have: ClickFunnels Scale plan or higher to access Webhooks/Full API Access feature. A paid Zapier account. Webhooks by Zapier is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building ClickFunnels How to get started with ClickFunnels on Zapier Updated October 30, 2025 17:35 ClickFunnels and Zapier connect to automate your sales funnels. You can trigger actions when contacts are identified or orders are paid and create or update contacts and apply tags. Prerequisites To use the ClickFunnels app on Zapier, you must have: An active ClickFunnels account. To use ClickFunnels' Webhooks with Webhooks by Zapier , you must have: ClickFunnels Scale plan or higher to access Webhooks/Full API Access feature. A paid Zapier account. Webhooks by Zapier is a premium app on Zapier. Connect ClickFunnels to Zapier To create an app connection to ClickFunnels on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickFunnels . Click Add connection . A new browser tab or window will open. Log into ClickFunnels to authenticate. Grant Zapier permission to access your account if prompted to. Your ClickFunnels account is now successfully connected to Zapier. About ClickFunnels's app Triggers, searches, and actions Triggers Scheduled Appointment Event Created (Instant) - Triggers when a scheduled appointment event is created. Course Enrollment Created for Contact (Instant) - Triggers when a Contact is Enrolled in a Course. Contact Submitted Form (Instant) - Triggers each time a contact submits a form. This can be a simple opt-in form or an order form. One-Time Order Paid (Instant) - Triggers when a customer pays a one-time order. Subscription Invoice Paid (Instant) - Triggers when a Subscription Invoice is paid. Contact Completed Course (Instant) - Triggers when a new or existing Contact completed a Course. Contact Identified (Instant) - Triggers when a new Contact is identified by email address or phone number. Contact Suspended From Course (Instant) - Triggers when a Contact is Suspended From a Course. Opportunity Moved Stages (Instant) - Triggers when an Opportunity moves from one stage to another. Searches Update or Create Contact (By Email Address) - Finds and updates an existing Contact or Creates one by email address. For existing Contacts, it only updates present fields that have non-empty values so you won't empty existing data. Search Contacts by Email or ID - Search for contacts using the Contact's ID or email address without creating a new contact if it doesn't exist y", "text": "How to get started with ClickFunnels on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building ClickFunnels How to get started with ClickFunnels on Zapier Updated October 30, 2025 17:35 ClickFunnels and Zapier connect to automate your sales funnels. You can trigger actions when contacts are identified or orders are paid and create or update contacts and apply tags. Prerequisites To use the ClickFunnels app on Zapier, you must have: An active ClickFunnels account. To use ClickFunnels' Webhooks with Webhooks by Zapier , you must have: ClickFunnels Scale plan or higher to access Webhooks/Full API Access feature. A paid Zapier account. Webhooks by Zapier is a premium app on Zapier. Connect ClickFunnels to Zapier To create an app connection to ClickFunnels on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickFunnels . Click Add connection . A new browser tab or window will open. Log into ClickFunnels to authenticate. Grant Zapier permission to access your account if prompted to. Your ClickFunnels account is now successfully connected to Zapier. About ClickFunnels's app Triggers, searches, and actions Triggers Scheduled Appointment Event Created (Instant) - Triggers when a scheduled appointment event is created. Course Enrollment Created for Contact (Instant) - Triggers when a Contact is Enrolled in a Course. Contact Submitted Form (Instant) - Triggers each time a contact submits a form. This can be a simple opt-in form or an order form. One-Time Order Paid (Instant) - Triggers when a customer pays a one-time order. Subscription Invoice Paid (Instant) - Triggers when a Subscription Invoice is paid. Contact Completed Course (Instant) - Triggers when a new or existing Contact completed a Course. Contact Identified (Instant) - Triggers when a new Contact is identified by email address or phone number. Contact Suspended From Course (Instant) - Triggers when a Contact is Suspended From a Course. Opportunity Moved Stages (Instant) - Triggers when an Opportunity moves from one stage to another. Searches Update or Create Contact (By Email Address) - Finds and updates an existing Contact or Creates one by email address. For existing Contacts, it only updates present fields that have non-empty values so you won't empty existing data. Search Contacts by Email or ID - Search for contacts using the Contact's ID or email address without creating a new contact if it doesn't exist yet. Actions Create Opportunity - Creates a new opportunity for a contact Remove Tag From Contact - Removes a specific tag from a contact if it exists on the contact. Apply Tag to Contact - Applies a tag to a contact if it does not exist Enroll a Contact Into a Course - Creates an Enrollment for a Contact for particular a Course Update or Create a Contact (By Email Address) - Update or Create a Contact (By Email Address) Limitations Separate workspaces require individual app connections. Each ClickFunnels workspace must be connected to Zapier separately. Templates View all of ClickFunnels's templates . Use cases 5 ways to automate ClickFunnels with Zapier Automatically create Salesforce leads from new ClickFunnels contact activities How to add Mailchimp subscribers from ClickFunnels Additional ClickFunnels resources Zapier's ClickFunnels integration page ClickFunnels's Help Center ClickFunnels's API documentation ", "error": null, "slug": "clickfunnels", "help_title": "How to get started with ClickFunnels on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495917875725-How-to-get-started-with-Campaign-Monitor-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495917875725-How-to-get-started-with-Campaign-Monitor-on-Zapier", "title": "How to get started with Campaign Monitor on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Campaign Monitor app on Zapier, you must have: An active Campaign Monitor account (Free trial, Lite, Essentials, or Premier plan). A verified email address associated with your Campaign Monitor account to access API keys . Full access permissions in your Campaign Monitor account to view and generate API keys.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Campaign Monitor How to get started with Campaign Monitor on Zapier Updated October 30, 2025 17:20 Campaign Monitor and Zapier connect to automate email marketing. You can trigger actions when new subscribers join and add subscribers from forms or apps. Prerequisites To use the Campaign Monitor app on Zapier, you must have: An active Campaign Monitor account (Free trial, Lite, Essentials, or Premier plan). A verified email address associated with your Campaign Monitor account to access API keys . Full access permissions in your Campaign Monitor account to view and generate API keys. Connect Campaign Monitor to Zapier To create an app connection to Campaign Monitor on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Campaign Monitor . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your Campaign Monitor API key . Click Yes, Continue to Campaign Monitor . Your Campaign Monitor account is now successfully connected to Zapier. About Campaign Monitor's app", "text": "How to get started with Campaign Monitor on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Campaign Monitor How to get started with Campaign Monitor on Zapier Updated October 30, 2025 17:20 Campaign Monitor and Zapier connect to automate email marketing. You can trigger actions when new subscribers join and add subscribers from forms or apps. Prerequisites To use the Campaign Monitor app on Zapier, you must have: An active Campaign Monitor account (Free trial, Lite, Essentials, or Premier plan). A verified email address associated with your Campaign Monitor account to access API keys . Full access permissions in your Campaign Monitor account to view and generate API keys. Connect Campaign Monitor to Zapier To create an app connection to Campaign Monitor on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Campaign Monitor . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your Campaign Monitor API key . Click Yes, Continue to Campaign Monitor . Your Campaign Monitor account is now successfully connected to Zapier. About Campaign Monitor's app Triggers, searches, and actions Triggers New Bounce (Polling) - Triggers when an campaign email to someone bounces (ie. could not be delivered). New Client (Polling) - Triggers when a client is added to Campaign Monitor. New Email Open (Polling) - Triggers when someone opens an email from one of your Campaigns. New Bounced Transactional Message (Polling) - Triggers when a transactional message bounces. New Click Through (Polling) - Triggers when someone clicks through an email from one of your Campaigns. New List (Polling) - Triggers when a list is added for a client. New Subscriber (Polling) - Triggers when a new subscriber is added to a list. New Unsubscribe (Polling) - Triggers when a someone unsubscribes from a list. Searches Find or Create Subscriber - Find or Create Subscriber Find Subscriber - Find a subscriber by email within a given list. Actions Send Smart Transactional Email - Sends a smart transactional email. Unsubscribe - Remove a subscriber from a list. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Subscriber - Create a new subscriber on a list. Update Subscriber - Update a subscriber on a list. Limitations Only sent campaigns can be selected in Zapier triggers. Draft campaigns will not appear in dropdown options until they are sent to at least one recipient. Rate limiting applies to all transactional endpoints in the Campaign Monitor API, which may affect the frequency of automated actions through Zapier. Authentication errors can occur if the wrong API key is used. Users must use the actual API key (accessed by clicking \"Show API key\") rather than the Client ID. Templates View all of Campaign Monitor's templates . Use cases 6 ways to automate Campaign Monitor with Zapier How to automatically keep track of your contacts for easier reporting Additional Campaign Monitor resources Zapier's Campaign Monitor integration page Campaign Monitor's Help Center Campaign Monitor's API documentation ", "error": null, "slug": "campaign-monitor", "help_title": "How to get started with Campaign Monitor on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42785989434893-How-to-get-started-with-Squarespace-Commerce-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42785989434893-How-to-get-started-with-Squarespace-Commerce-on-Zapier", "title": "How to get started with Squarespace Commerce on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Squarespace Commerce app on Zapier, you must have: A Squarespace website on a Commerce Basic or Commerce Advanced plan.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Squarespace Commerce How to get started with Squarespace Commerce on Zapier Updated January 19, 2026 14:45 Squarespace Commerce and Zapier connect to automate your store. You can trigger actions when new orders occur and sync data with email marketing tools. Prerequisites To use the Squarespace Commerce app on Zapier, you must have: A Squarespace website on a Commerce Basic or Commerce Advanced plan. Connect Squarespace Commerce to Zapier To create an app connection to Squarespace Commerce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Squarespace Commerce . Click Add connection . A new browser tab or window will open. Log into Squarespace Commerce to authenticate. Grant Zapier permission to access your account if prompted to. Your Squarespace Commerce account is now successfully connected to Zapier. About Squarespace Commerce's app", "text": "How to get started with Squarespace Commerce on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Squarespace Commerce How to get started with Squarespace Commerce on Zapier Updated January 19, 2026 14:45 Squarespace Commerce and Zapier connect to automate your store. You can trigger actions when new orders occur and sync data with email marketing tools. Prerequisites To use the Squarespace Commerce app on Zapier, you must have: A Squarespace website on a Commerce Basic or Commerce Advanced plan. Connect Squarespace Commerce to Zapier To create an app connection to Squarespace Commerce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Squarespace Commerce . Click Add connection . A new browser tab or window will open. Log into Squarespace Commerce to authenticate. Grant Zapier permission to access your account if prompted to. Your Squarespace Commerce account is now successfully connected to Zapier. About Squarespace Commerce's app Triggers, searches, and actions Triggers New Order (Instant) - Triggers when a new order is created. New Transaction (Polling) - Triggers when a new transaction is created. Includes a \"type\" field to differentiate between orders and donations. New Profile (Polling) - Triggers when a member profile is created or updated. Updated Order (Instant) - Triggers when an order is updated. Searches No search actions were found for Squarespace Commerce. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate limits apply . Squarespace Commerce APIs have a rate limit of 300 requests per minute (5 requests per second), with requests over the limit receiving a 429 Too Many Requests response with a one-minute cool down period. Templates View all of Squarespace Commerce's templates . Use cases 5 ways to automate Squarespace with Zapier Additional Squarespace Commerce resources Zapier's Squarespace Commerce integration page Squarespace Commerce's Help Center Squarespace Commerce's API documentation ", "error": null, "slug": "squarespace-commerce", "help_title": "How to get started with Squarespace Commerce on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40123068069005-How-to-get-started-with-WhatsApp-Business-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40123068069005-How-to-get-started-with-WhatsApp-Business-on-Zapier", "title": "How to get started with WhatsApp Business on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the WhatsApp Business app on Zapier, you must have: A paid Zapier account. WhatsApp Business is a premium app on Zapier. A Meta Business Manager account. A WhatsApp Business Account (WABA) with a valid and registered phone number . A personal WhatsApp number will not work. Your number must be registered through your WABA in Meta Business Manager. An approved display name for your WhatsApp Business Account. Meta requires display name approval before you can send messages. Zapier cannot resolve display name issues on your behalf. You need to manage this through your WABA settings in Meta Business Manager. Opt-in consent from each recipient you plan to message. Learn about user consent requirements and Meta's opt-in guidelines .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Business How to get started with WhatsApp Business on Zapier Updated May 22, 2026 15:22 WhatsApp Business and Zapier connect to automate messaging. You can trigger actions when new messages are received and send messages. Available on plans: Free Professional Team Enterprise Note WhatsApp Business is a separate integration from WhatsApp Notifications. WhatsApp Business requires your own WhatsApp Business Account (WABA) through Meta Business Manager. If you're looking for WhatsApp Notifications, check How to get started with WhatsApp Notifications on Zapier . Prerequisites To use the WhatsApp Business app on Zapier, you must have: A paid Zapier account. WhatsApp Business is a premium app on Zapier. A Meta Business Manager account. A WhatsApp Business Account (WABA) with a valid and registered phone number . A personal WhatsApp number will not work. Your number must be registered through your WABA in Meta Business Manager. An approved display name for your WhatsApp Business Account. Meta requires display name approval before you can send messages. Zapier cannot resolve display name issues on your behalf. You need to manage this through your WABA settings in Meta Business Manager. Opt-in consent from each recipient you plan to message. Learn about user consent requirements and Meta's opt-in guidelines . Connect WhatsApp Business to Zapier To create an app connection to WhatsApp Business on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WhatsApp Business . Click Add connection . A new browser tab or window will open. Click Connect WhatsApp Business Account . Log into WhatsApp Business Cloud account to authenticate. Select your business profile and WhatsApp business account number . Grant Zapier permission to access your account if prompted to. Your WhatsApp Business account is now successfully connected to Zapier. About WhatsApp Business's app", "text": "How to get started with WhatsApp Business on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Business How to get started with WhatsApp Business on Zapier Updated May 22, 2026 15:22 WhatsApp Business and Zapier connect to automate messaging. You can trigger actions when new messages are received and send messages. Available on plans: Free Professional Team Enterprise Note WhatsApp Business is a separate integration from WhatsApp Notifications. WhatsApp Business requires your own WhatsApp Business Account (WABA) through Meta Business Manager. If you're looking for WhatsApp Notifications, check How to get started with WhatsApp Notifications on Zapier . Prerequisites To use the WhatsApp Business app on Zapier, you must have: A paid Zapier account. WhatsApp Business is a premium app on Zapier. A Meta Business Manager account. A WhatsApp Business Account (WABA) with a valid and registered phone number . A personal WhatsApp number will not work. Your number must be registered through your WABA in Meta Business Manager. An approved display name for your WhatsApp Business Account. Meta requires display name approval before you can send messages. Zapier cannot resolve display name issues on your behalf. You need to manage this through your WABA settings in Meta Business Manager. Opt-in consent from each recipient you plan to message. Learn about user consent requirements and Meta's opt-in guidelines . Connect WhatsApp Business to Zapier To create an app connection to WhatsApp Business on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WhatsApp Business . Click Add connection . A new browser tab or window will open. Click Connect WhatsApp Business Account . Log into WhatsApp Business Cloud account to authenticate. Select your business profile and WhatsApp business account number . Grant Zapier permission to access your account if prompted to. Your WhatsApp Business account is now successfully connected to Zapier. About WhatsApp Business's app Triggers, searches, and actions Triggers New Message Received - Triggers when a new WhatsApp message is received on your business phone number. New Message Status Updated - Triggers when a message you sent changes status (sent, delivered, read, or failed). Searches Get Attachment - Retrieves an attachment (image, video, audio, or document) from WhatsApp using its media ID. Useful if you have a media ID from a source other than the \"New Inbound Message\" trigger (which auto-downloads media files). Actions Send Freeform Message - Send a freeform text message to a WhatsApp user. Can only be sent within 24 hours of the recipient's last message to you. Send Media Message - Send a media message (document, image, video, or audio) to a WhatsApp user. Can only be sent within 24 hours of the recipient's last message to you. Send Template Message - Sends a template message to a WhatsApp user. Limitations Phone numbers must be entered in international format . Only WhatsApp approved templates can be used with the Send Template Message action. You can only use the Send Freeform Message and Send Media Message if a WhatsApp user has messaged you within a 24-hour time frame. Learn more about: Using WhatsApp Business message actions . WhatsApp's messaging limits . Zap runs will always appear as successful, even if they fail to send. To confirm message delivery, review WhatsApp Business conversations in Meta Business Manager. Use cases 4 ways to automate WhatsApp Business Additional WhatsApp Business resources Troubleshooting WhatsApp Business on Zapier Zapier's WhatsApp Business integration page WhatsApp Business's Help Center WhatsApp Business Cloud's API documentation ", "error": null, "slug": "whatsapp-business", "help_title": "How to get started with WhatsApp Business on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40388991955725-Start-using-Yelp-Leads-integration-for-free", "final_url": "https://help.zapier.com/hc/en-us/articles/40388991955725-Start-using-Yelp-Leads-integration-for-free", "title": "Start using Yelp Leads integration for free", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Start using Yelp Leads integration for free &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Start using Yelp Leads integration for free Updated July 23, 2026 08:06 Get free unlimited Zap tasks when you use Yelp Leads . Yelp covers all Zapier task costs for workflows that use Yelp Leads, regardless of your advertising status with Yelp. Not advertising with Yelp yet? Learn more on how to use Yelp Ads to get more leads Offer details How to redeem this offer No setup or opt-in is required. The offer is available when you use the Yelp Leads apps. Free task usage Any Zap step that uses the Yelp Leads integration is free. Yelp covers all task costs regardless of your advertising status. Learn more about how task usage is measured in Zapier . Eligibility Yelp: You must have a claimed business on Yelp. If you don’t have a Yelp for Business Account yet, you can get started at business.yelp.com . Zapier: Available to users on any Zapier plan. Activation The offer will activate automatically when you run your first workflow using Yelp Leads. Offer period There is currently no planned end date for this offer's availability. FAQs What happens if I change my Zapier plan? The free tasks will still apply to any Yelp Leads usage. All other tasks and features will follow the limits of your new plan. Do I need to activate anything to start receiving free tasks? No. Once you build a Zap using Yelp Leads and publish it, your free tasks will apply automatically for that step. Can I track my free task usage? Yes, you can track how many free tasks you’ve used on the Billing and Usage page. Yelp Leads free tasks are listed separately from your plan task usage. How do I set up my Yelp Leads Zap workflows? Learn how to set up your Yelp Leads integration with Zapier using Yelp's setup guide . It includes information on setting up two-way communication . How do I get 2-way communication working with this integration? You can refer to our Two-Way Communication section in our setup guide. Note, approach may depend on the communication platform or the CRM you are trying to use. What types of Yelp leads can I connect to my apps through Zapier? Currently, Zapier can only retrieve messaging leads from Yelp’s Request a Quote feature. Ensure that Request a Quote is enabled on Yelp . Learn more on how to use Yelp Ads to get more leads. What are common use cases for using Yelp Leads with Zapier? You can connect Yelp Leads to your existing lead management tools to: Automatically create contacts in your customer relationship management (CRM) tool. Automatically respond to a message using communication tools. Consolidate managing and tracking Yelp leads alongside leads from other platforms. What support is available if I need help? For questions about using Zapier, contact Zapier Support . For questions about using Yelp, contact your Yelp representative or email zapier-support@yelp.com . ", "error": null, "slug": "yelp-leads", "help_title": "Start using Yelp Leads integration for free"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495999676045-How-to-get-started-with-PayPal-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495999676045-How-to-get-started-with-PayPal-on-Zapier", "title": "How to get started with PayPal on Zapier", "auth_signals": ["api_key", "webhook", "premium"], "prerequisites": "Prerequisites A PayPal Business account . An app (created within PayPal). A paid Zapier account. PayPal is a premium app on Zapier. Connecting to PayPal 1. Create an app in PayPal To create an app in PayPal: Log in to the PayPal Developer Portal using the same credentials you use for Paypal. On the Apps & Credentials page , click Live or Sandbox depending on whether you need an app for testing (Sandbox) or going live (Live). In the API Credentials section, click Create App . A dialog box will appear. Enter a name for your app, such as “Zapier”. Click Create App . Your Client ID and Secret Key will appear. Copy them to your clipboard. (Optional) In the Features section, select the Transaction search checkbox. If Transaction search is enabled, test records will be returned for: Payment Capture Webhooks trigger Payment Refund Webhooks trigger If Transaction search is not enabled, Zapier cannot return any test records when testing Zap steps . Click Save Changes . Note You must create separate apps for sandbox and live accounts. 2.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce PayPal How to get started with PayPal on Zapier Updated April 10, 2026 17:03 PayPal is a widely used online payment platform that facilitates transactions for businesses and individuals. By integrating PayPal with Zapier, you can automate tasks such as: Recording sales in spreadsheets. Sending confirmation emails. Updating CRM systems whenever a transaction occurs. Available on plans: Free Professional Team Enterprise Prerequisites A PayPal Business account . An app (created within PayPal). A paid Zapier account. PayPal is a premium app on Zapier. Connecting to PayPal 1. Create an app in PayPal To create an app in PayPal: Log in to the PayPal Developer Portal using the same credentials you use for Paypal. On the Apps & Credentials page , click Live or Sandbox depending on whether you need an app for testing (Sandbox) or going live (Live). In the API Credentials section, click Create App . A dialog box will appear. Enter a name for your app, such as “Zapier”. Click Create App . Your Client ID and Secret Key will appear. Copy them to your clipboard. (Optional) In the Features section, select the Transaction search checkbox. If Transaction search is enabled, test records will be returned for: Payment Capture Webhooks trigger Payment Refund Webhooks trigger If Transaction search is not enabled, Zapier cannot return any test records when testing Zap steps . Click Save Changes . Note You must create separate apps for sandbox and live accounts. 2. Connect PayPal to Zapier When connecting your account on Zapier, in the Connect an Account tab: In the Client ID field, enter your Client ID . In the Client Secret field, enter your Secret Key. In the Is sandbox? field: Select Yes if you are connecting to a sandbox account. Select No if you are connecting to a live account. Click Yes, Continue to PayPal . About PayPal’s app", "text": "How to get started with PayPal on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce PayPal How to get started with PayPal on Zapier Updated April 10, 2026 17:03 PayPal is a widely used online payment platform that facilitates transactions for businesses and individuals. By integrating PayPal with Zapier, you can automate tasks such as: Recording sales in spreadsheets. Sending confirmation emails. Updating CRM systems whenever a transaction occurs. Available on plans: Free Professional Team Enterprise Prerequisites A PayPal Business account . An app (created within PayPal). A paid Zapier account. PayPal is a premium app on Zapier. Connecting to PayPal 1. Create an app in PayPal To create an app in PayPal: Log in to the PayPal Developer Portal using the same credentials you use for Paypal. On the Apps & Credentials page , click Live or Sandbox depending on whether you need an app for testing (Sandbox) or going live (Live). In the API Credentials section, click Create App . A dialog box will appear. Enter a name for your app, such as “Zapier”. Click Create App . Your Client ID and Secret Key will appear. Copy them to your clipboard. (Optional) In the Features section, select the Transaction search checkbox. If Transaction search is enabled, test records will be returned for: Payment Capture Webhooks trigger Payment Refund Webhooks trigger If Transaction search is not enabled, Zapier cannot return any test records when testing Zap steps . Click Save Changes . Note You must create separate apps for sandbox and live accounts. 2. Connect PayPal to Zapier When connecting your account on Zapier, in the Connect an Account tab: In the Client ID field, enter your Client ID . In the Client Secret field, enter your Secret Key. In the Is sandbox? field: Select Yes if you are connecting to a sandbox account. Select No if you are connecting to a live account. Click Yes, Continue to PayPal . About PayPal’s app Triggers, searches, and actions Triggers Billing Plan Webhooks: Triggers when a billing plan event occurs. (Instant) Canceled Recurring Payment: Triggers when a recurring payment subscription is canceled. (Instant) Payment Refund Webhooks: Triggers when a payment refund event occurs. (Instant) Billing Subscription Webhooks: Triggers when a billing subscription event occurs. (Instant) Payment Capture Webhooks: Triggers when a payment capture event occurs. (Instant) Payment Sale Webhooks: Triggers when a payment sale event occurs. (Instant) Searches Search Captured Payment: Search for a captured payment by ID. Search Order: Search for an order by ID. Search Product: Search for a product by ID. Search Billing Subscription: Search for a billing subscription by ID. Search Authorized Payment: Search for an authorized payment by ID. Search Invoice: Search for an invoice by ID. Search Plan: Search for a plan by ID. Search Refund: Search for a refund by ID. Actions Create Invoice: Create a new draft invoice in PayPal. Send Invoice: Send an existing invoice to the recipient. Create Payment: Create a new payment order using PayPal Orders v2 API. Limitations Due to PayPal API updates, the latest app versions , 2.0.0 or later do not support manual payments for instant triggers. To continue using manual payments in your workflow, you can: Switch to Webhooks by Zapier. Set up a Catch Hook trigger in Zapier . Copy the unique URL generated by the Catch Hook. Paste this URL into your PayPal's IPN settings . This will notify the hook of all transactions. Use cases 7 ways to automate PayPal 4 ways to automate post-purchase marketing with PayPal and Mailchimp How to accept payments from an online form Resources Zapier PayPal Integration page PayPal Help Center PayPal Developer Documentation ", "error": null, "slug": "paypal", "help_title": "How to get started with PayPal on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44549554140173-Troubleshooting-WhatsApp-Business-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44549554140173-Troubleshooting-WhatsApp-Business-on-Zapier", "title": "Troubleshooting WhatsApp Business on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Troubleshooting WhatsApp Business on Zapier Updated May 22, 2026 15:22 Use this article to troubleshoot common issues when using WhatsApp Business with Zapier. Find your problem below and follow the steps to fix it. Setup and configuration These issues relate to setting up your WhatsApp Business Account (WABA) and connecting it to Zapier. Zap fails because of an invalid WhatsApp number Symptom Your Zap fails or cannot send messages because the phone number you're", "text": "Troubleshooting WhatsApp Business on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Troubleshooting WhatsApp Business on Zapier Updated May 22, 2026 15:22 Use this article to troubleshoot common issues when using WhatsApp Business with Zapier. Find your problem below and follow the steps to fix it. Setup and configuration These issues relate to setting up your WhatsApp Business Account (WABA) and connecting it to Zapier. Zap fails because of an invalid WhatsApp number Symptom Your Zap fails or cannot send messages because the phone number you're using is not recognized as a valid WhatsApp Business number. You may notice this when testing a Send Template Message, Send Freeform Message, or Send Media Message action in the Zap editor. Causes You're using a personal WhatsApp number instead of a WhatsApp Business Account (WABA) number. Your phone number is not registered through Meta Business Manager. The phone number is not in international format . How to fix it Confirm that your phone number is registered as a WhatsApp Business number through Meta Business Manager . A personal WhatsApp number will not work with the WhatsApp Business integration on Zapier. Check that your number is in international format (for example, +1 for the US followed by the number, with no spaces or dashes). In your WABA settings in Meta Business Manager, verify that your number shows as connected and active. If you need to register a new number, follow Meta's guide on adding a phone number to your WhatsApp Business Account . Display name not approved (error #131037) Symptom You receive an error referencing code #131037 when trying to send messages through the WhatsApp Business action in the Zap editor or in your Zap history. This error indicates that your WhatsApp Business display name has not been approved by Meta. Causes Your WhatsApp Business Account display name is pending review or was rejected by Meta. How to fix it Log into Meta Business Manager . Go to your WhatsApp Business Account settings. Check the status of your display name. If it shows as Pending or Rejected , follow Meta's display name guidelines to update it. Submit your display name for review if you have not already. Wait for Meta to approve your display name before sending messages. Zapier cannot resolve display name issues on your behalf. This is a Meta-side requirement that must be managed through your WABA settings. Message delivery These issues relate to confirming whether messages sent through WhatsApp Business were delivered. Messages not delivered but Zap shows as successful Symptom Your Zap history shows successful runs for WhatsApp Business actions, but the recipient did not receive the message. This can happen with any WhatsApp Business action (Send Template Message, Send Freeform Message, or Send Media Message). Causes WhatsApp Business Zap runs always appear as successful in Zap history, even when messages fail to deliver. The recipient's number may be incorrect or not a WhatsApp user. You tried to send a freeform or media message outside the 24-hour customer service window . Your message template was rejected or paused by Meta. How to fix it Review your WhatsApp Business conversations in Meta Business Manager to confirm whether messages were delivered. Use the New Message Status Updated trigger to track message delivery status (sent, delivered, read, or failed) in a separate Zap. Verify that recipient numbers are in international format and belong to active WhatsApp users. If using Send Freeform Message or Send Media Message, confirm that the recipient messaged you within the past 24 hours. Use Send Template Message for messages outside this window. Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null, "slug": "whatsapp-business", "help_title": "Troubleshooting WhatsApp Business on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859029656973-How-to-get-started-with-Chatwork-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859029656973-How-to-get-started-with-Chatwork-on-Zapier", "title": "How to get started with Chatwork on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Chatwork app on Zapier, you must have: An active Chatwork account (free or paid plan). A Chatwork API token generated from your account settings.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Chatwork How to get started with Chatwork on Zapier Updated January 23, 2026 15:25 Chatwork and Zapier connect to automate team communication. You can send messages to group chats and create tasks when events happen in other apps. Prerequisites To use the Chatwork app on Zapier, you must have: An active Chatwork account (free or paid plan). A Chatwork API token generated from your account settings. Connect Chatwork to Zapier To create an app connection to Chatwork on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chatwork . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Chatwork API token . Click Yes, Continue to Chatwork . Your Chatwork account is now successfully connected to Zapier. About Chatwork's app", "text": "How to get started with Chatwork on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Chatwork How to get started with Chatwork on Zapier Updated January 23, 2026 15:25 Chatwork and Zapier connect to automate team communication. You can send messages to group chats and create tasks when events happen in other apps. Prerequisites To use the Chatwork app on Zapier, you must have: An active Chatwork account (free or paid plan). A Chatwork API token generated from your account settings. Connect Chatwork to Zapier To create an app connection to Chatwork on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chatwork . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Chatwork API token . Click Yes, Continue to Chatwork . Your Chatwork account is now successfully connected to Zapier. About Chatwork's app Triggers, searches, and actions Triggers No triggers available for Chatwork. Searches No searches available for Chatwork. Actions Create Room - Create a new chat room in ChatWork. Create Task - Adds a new task in a specific group chat. Send Message - Post a new message to a specific group chat in ChatWork. Limitations API rate limits apply . 300 requests per 5 minutes globally, with additional limits of 10 requests per 10 seconds for message posting and task creation endpoints. Templates View all of Chatwork's templates . Use cases How to build your own Slack bot Additional Chatwork resources Zapier's Chatwork integration page Chatwork's Help Center Chatwork's API documentation ", "error": null, "slug": "chatwork", "help_title": "How to get started with Chatwork on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/41934249169037-Understanding-WhatsApp-Business-message-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/41934249169037-Understanding-WhatsApp-Business-message-actions", "title": "Understanding WhatsApp Business message actions", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Understanding WhatsApp Business message actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication WhatsApp Business Understanding WhatsApp Business message actions Updated April 10, 2026 09:36 With using the WhatsApp Business integration , you have three actions you can use to send different types of messages: Send Template Message Send Media Message Send Freeform Messages User consent requirements Before you send any messages, each recipient must opt in to receive messages from your business. This is required by the WhatsApp Business Messaging Policy . Sending messages without valid opt-in can result in your account being rate-limited, suspended, or terminated. You are responsible for collecting and maintaining records of recipient consent. Learn more about getting opt-in for WhatsApp . Critical constraint: 24-hour customer service window Whenever a WhatsApp user messages you, a 24-hour timer called the customer service window (CSW) starts. The window closes exactly 24 hours after the recipient’s last message to you. The type of message you can send depends on whether this window is currently open or closed. When a window is open between you and a user, you can send any type of message to the user. If a window is closed, you can only send template messages to the user. Action name Content type Usable inside 24-hour CSW Usable outside 24-hour CSW Send Template Message Pre-approved template Yes Yes Send Media Message Media + caption Yes No Send Freeform Message Text + URL (including URL preview) Yes No Off-window messages (proactive) The Send Template Message action can be used at any time, and is not limited to the 24-hour CSW. However, content is restricted to your own pre-approved message templates in WhatsApp Business. Creating your own templates Zapier recommends you use named variables in your templates vs numbered (positional) variables. This will make it clearer how to map fields when creating your templated messages. Learn more about: WhatApp Business templates WhatsApp message template categorization guidelines . In-window message options (reactive) The WhatsApp Business integration offers three messaging actions in total. However, only two of them are unique to and restricted by the 24-hour CSW. The 24-hour CSW opens immediately after a recipient replies to you, and it grants you access to send these two custom, non-template message types: Send Media Message Send Freeform Message Send Media Message You can send rich media including images, videos or documents. Along with an optional text caption. Send Freeform Message You can send custom freeform text. You can also include a URL in your message, with the option to display an image view for a richer experience. ", "error": null, "slug": "whatsapp-business", "help_title": "Understanding WhatsApp Business message actions"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495935021453-How-to-get-started-with-Podio-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495935021453-How-to-get-started-with-Podio-on-Zapier", "title": "How to get started with Podio on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Podio app on Zapier, you must have: A Podio account (free or paid plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Podio How to get started with Podio on Zapier Updated September 26, 2025 15:20 Podio and Zapier connect to automate your project management. You can trigger actions when new items are added and create new items or tasks in your apps. Prerequisites To use the Podio app on Zapier, you must have: A Podio account (free or paid plan). Connect Podio to Zapier To create an app connection to Podio on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Podio . Click Add connection . A new browser tab or window will open. Log into Podio to authenticate. Grant Zapier permission to access your account if prompted to. Your Podio account is now successfully connected to Zapier. About Podio's app", "text": "How to get started with Podio on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Podio How to get started with Podio on Zapier Updated September 26, 2025 15:20 Podio and Zapier connect to automate your project management. You can trigger actions when new items are added and create new items or tasks in your apps. Prerequisites To use the Podio app on Zapier, you must have: A Podio account (free or paid plan). Connect Podio to Zapier To create an app connection to Podio on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Podio . Click Add connection . A new browser tab or window will open. Log into Podio to authenticate. Grant Zapier permission to access your account if prompted to. Your Podio account is now successfully connected to Zapier. About Podio's app Triggers, searches, and actions Triggers New Application (Polling) - Triggers when you add a new app. New Item (Polling) - Triggers when you add a new item, record or entry to an app (standard or custom). New Organization (Polling) - Triggers when you add a new organization. New Activity (Polling) - Triggers when there is activity in your stream. New View (Polling) - Triggers when a new view is added. New Action (Instant) - Triggers when an action happens inside an app which you choose. Item Updated (Polling) - Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments. New Workspace (Polling) - Triggers when you add a new space. New Task (Polling) - Triggers when you add a new task. Searches Find Item - Find an item by title in an app. Actions Create Item - Create a new item, record or entry inside an app (standard or custom). Create Task - Create a new task. Attach File - Upload a file to Podio and attach it to an item, task, comment, or status message. Create Status - Add a status update to a workspace stream. Update Item - Update an item, record or entry inside an app (standard or custom). Limitations API rate limits of 1,000 API calls per hour (general limit) or 250 calls per hour for resource-intensive operations. Templates View all of Podio's templates . Use cases 5 ways to automate Podio Automatically move leads from Carrot to Podio for better lead tracking Additional Podio resources Zapier's Podio integration page Podio's Help Center Podio's API documentation ", "error": null, "slug": "podio", "help_title": "How to get started with Podio on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859766845709-How-to-get-started-with-Kommo-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859766845709-How-to-get-started-with-Kommo-on-Zapier", "title": "How to get started with Kommo on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Kommo app on Zapier, you must have: An active Kommo account (any plan - Base, Advanced, or Enterprise). Administrator permissions in your Kommo account to authorize the integration ( integrations can only be installed by administrators ).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Kommo How to get started with Kommo on Zapier Updated January 23, 2026 14:37 Kommo and Zapier connect to automate your CRM work. You can trigger actions when new leads or contacts are added and create leads with contacts. Prerequisites To use the Kommo app on Zapier, you must have: An active Kommo account (any plan - Base, Advanced, or Enterprise). Administrator permissions in your Kommo account to authorize the integration ( integrations can only be installed by administrators ). Connect Kommo to Zapier To create an app connection to Kommo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kommo . Click Add connection . A new browser tab or window will open. Log into Kommo to authenticate. Grant Zapier permission to access your account if prompted to. Your Kommo account is now successfully connected to Zapier. About Kommo's app", "text": "How to get started with Kommo on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Kommo How to get started with Kommo on Zapier Updated January 23, 2026 14:37 Kommo and Zapier connect to automate your CRM work. You can trigger actions when new leads or contacts are added and create leads with contacts. Prerequisites To use the Kommo app on Zapier, you must have: An active Kommo account (any plan - Base, Advanced, or Enterprise). Administrator permissions in your Kommo account to authorize the integration ( integrations can only be installed by administrators ). Connect Kommo to Zapier To create an app connection to Kommo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kommo . Click Add connection . A new browser tab or window will open. Log into Kommo to authenticate. Grant Zapier permission to access your account if prompted to. Your Kommo account is now successfully connected to Zapier. About Kommo's app Triggers, searches, and actions Triggers New Company - Triggers when a new company is created. (Instant) New Lead - Triggers when a new lead is created. (Instant) Task Deleted - Triggers when a task is deleted. (Instant) Lead Status Changed - Triggers when lead status is changed. (Instant) Contact Updated - Triggers when contact is updated. (Instant) Task Updated - Triggers when task is updated. (Instant) New Contact - Triggers when a new contact is created. (Instant) New Task - Triggers when a new task is created. (Instant) Lead Responsible User Changed - Triggers when lead responsible user is changed. (Instant) Company Updated - Triggers when company is updated. (Instant) Lead Updated - Triggers when lead is updated. (Instant) Searches Find Contact - Finds an existing contact. Find Linked Data - Search for related Kommo profiles of different types. Find Task - Finds an existing task. Find Company - Finds an existing company. Find Lead - Finds an existing lead. Find Note - Finds an existing note. Actions Update Company - Updates a company. Update Contact - Updates a contact. Create Lead With Contact - Creates a new lead with contact. Create Link - Create a link between related Kommo profiles. Update Note - Updates a note. Update Task - Updates a task. Create Company - Creates a new company. Create Contact - Creates a new contact. Create Lead - Creates a new lead. Update Lead - Updates a lead. Create Note - Creates a new note. Create Task - Creates a new task. Find or Create Contact - Find or Create Contact. Find or Create Note - Find or Create Note. Find or Create Company - Find or Create Company. Find or Create Lead - Find or Create Lead. Find or Create Task - Find or Create Task. Limitations Rate limits apply . API requests are limited to no more than 7 requests per second. Templates View all of Kommo's templates . Use cases 5 ways to automate Unbounce with Zapier Supercharge Your Lead Capture and Management with amoCRM Additional Kommo resources Zapier's Kommo integration page Kommo's Help Center Kommo's API documentation ", "error": null, "slug": "kommo", "help_title": "How to get started with Kommo on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/13623299982221-How-to-get-started-with-Google-BigQuery-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/13623299982221-How-to-get-started-with-Google-BigQuery-on-Zapier", "title": "How to get started with Google BigQuery on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google BigQuery app on Zapier, you must have: A Google Cloud Platform account with billing enabled. A Google Cloud project with the BigQuery API enabled. Zapier must be added as a Trusted App in your Google Workspace admin settings if you're using a Google Workspace account. Appropriate permissions within your Google Cloud project to access BigQuery data and create jobs. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Google BigQuery How to get started with Google BigQuery on Zapier Updated August 10, 2026 10:41 Google BigQuery and Zapier connect to automate data workflows. You can trigger actions when query jobs complete or new rows are added and create rows or run queries. Prerequisites To use the Google BigQuery app on Zapier, you must have: A Google Cloud Platform account with billing enabled. A Google Cloud project with the BigQuery API enabled. Zapier must be added as a Trusted App in your Google Workspace admin settings if you're using a Google Workspace account. Appropriate permissions within your Google Cloud project to access BigQuery data and create jobs. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Google BigQuery instance requires IP allowlisting. Connect Google BigQuery to Zapier To create an app connection to Google BigQuery on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google BigQuery . Click Add connection . A new browser tab or window will open. Log into Google BigQuery to authenticate. Grant Zapier permission to access your account if prompted to. Your Google BigQuery account is now successfully connected to Zapier. Troubleshooting Google BigQuery connections If you get the error message \"reauth related error (invalid_rapt)\", you must contact your Google administrator to update your reauthentication policy to allow Zapier as a Trusted App. About Google BigQuery's app", "text": "How to get started with Google BigQuery on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Google BigQuery How to get started with Google BigQuery on Zapier Updated August 10, 2026 10:41 Google BigQuery and Zapier connect to automate data workflows. You can trigger actions when query jobs complete or new rows are added and create rows or run queries. Prerequisites To use the Google BigQuery app on Zapier, you must have: A Google Cloud Platform account with billing enabled. A Google Cloud project with the BigQuery API enabled. Zapier must be added as a Trusted App in your Google Workspace admin settings if you're using a Google Workspace account. Appropriate permissions within your Google Cloud project to access BigQuery data and create jobs. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Google BigQuery instance requires IP allowlisting. Connect Google BigQuery to Zapier To create an app connection to Google BigQuery on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google BigQuery . Click Add connection . A new browser tab or window will open. Log into Google BigQuery to authenticate. Grant Zapier permission to access your account if prompted to. Your Google BigQuery account is now successfully connected to Zapier. Troubleshooting Google BigQuery connections If you get the error message \"reauth related error (invalid_rapt)\", you must contact your Google administrator to update your reauthentication policy to allow Zapier as a Trusted App. About Google BigQuery's app Triggers, searches, and actions Triggers Query Job Completed (With Row Data) - Triggers when a query job has completed processing successfully. (Polling) New Job Completed - Triggers when a query job has completed processing successfully or unsuccessfully. (Polling) New Row - Triggers when a new row is added to a table. We know when a new row is added when the table is sorted by a column and the latest row is different from the previous latest row. (Polling) Updated Row - Triggers when an existing row is updated in a table in BigQuery. (Polling) Searches Get Rows for Job Completed - Gets batch of rows from completed jobs in BigQuery Find One Row - Find a row by specifying a table, a WHERE clause, an optional ORDER BY. Actions Create Row - Creates a new row of data in a table. Delete Rows - Deletes row(s) in an existing table in BigQuery Run a Query - Runs a SQL query against a table in BigQuery. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Rows - Creates new rows of data in a table (accepts line items). Import Data - Imports data into a table. The data must be in JSON format. Update Row(s) - Updates new row(s) to an existing table in BigQuery Find or Create Record - Find or Create Record Limitations API usage limits apply . BigQuery has specific pagination limits that may affect data retrieval through Zapier. Templates View all of Google BigQuery's templates . Use cases 5 ways to automate Google BigQuery 5 ways to automate your database apps Scale your data management with Google BigQuery Additional Google BigQuery resources Zapier's Google BigQuery integration page Google BigQuery's Help Center Google BigQuery's API documentation ", "error": null, "slug": "google-bigquery", "help_title": "How to get started with Google BigQuery on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495986067469-Can-t-connect-to-my-database", "final_url": "https://help.zapier.com/hc/en-us/articles/8495986067469-Can-t-connect-to-my-database", "title": "Can't connect to my database", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Can&#39;t connect to my database &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Troubleshoot databases Can&#39;t connect to my database Updated March 31, 2026 14:30 Database connections may have strict requirements. Here are a few things you can re-check: What version of MySQL are you using? If you're using MySQL version 8, you must use the mysql_native_password for authentication plugin . SHA2 authentication isn't supported at this time. Is your database IP restricted? If your database is outside of AWS (e.g., on Rackspace, HostGator, Linode, DigitalOcean), it may be IP restricted by your firewall settings. Zapier uses a set of static IP addresses for all outgoing connections to your database. To allow Zapier to connect, you must grant access to the following IP ranges: 44.214.195.64/28 18.246.81.208/28 To ensure successful connectivity, you must: Open the necessary ports in your firewall to allow traffic from these IP addresses. Modify your database user permissions (e.g., using a GRANT statement) to allow access from these IPs. Is your database listening on a public interface? Be sure your database isn't bound to only listening to 127.0.0.1 - commonly you want to bind it to 0.0.0.0 or * or remove that restriction completely. Check your my.conf , postgresql.conf or similar configuration. Using Amazon RDS/EC2 or Heroku? You need to make sure Zapier can access the database from 44.214.195.64/28 and 18.246.81.208/28 . Amazon RDS/EC2 If you are using Amazon RDS or EC2 for your database, you need to add 44.214.195.64/28 and 18.246.81.208/28 to your security group. First, find out if you are on the VPC or Classic Platform . If you are on the classic platform, navigate to RDS and click \"Security Groups\" on the left hand navbar. You should see the following: Select the security group that you are using for your database instance and add the above IP as a CIDR/IP authorization. Test your connection and if the steps above were completed correctly you should be good to go! If you are on the VPC platform, please make sure that it is publicly accessible and within a public subnet in addition to allowing the above IP. See Scenarios for Accessing a DB Instance in a VPC for more details on for both VPC and Classic. Using Google Cloud Platform (GCP) and CloudSQL? If hosting MySQL on GCP you need to add the IP ranges ( 44.214.195.64/28 and 18.246.81.208/28 ) to the \"Authorised networks\" section on the \"connections\" tab within CloudSQL. Additional information and instructions here: https://cloud.google.com/sql/docs/mysql/configure-ip#add Check username, password, SSL certificates Check for typos, permissions, and spaces at the end of fields and make sure they are all entered correctly. Is your database very slow? It isn't uncommon to see queries take much too long for Zapier to correctly operate - you should ensure your queries run well under the 30-second limit we impose. Remember, if you are doing WHERE clauses to add indexes on those columns, please be sure your id column has an index as well (normally that is a primary key and is automatic). ", "error": null, "slug": "mysql", "help_title": "Can't connect to my database"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495955193229-Database-service-deduplication", "final_url": "https://help.zapier.com/hc/en-us/articles/8495955193229-Database-service-deduplication", "title": "Database service deduplication", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Database service deduplication &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Troubleshoot databases Database service deduplication Updated July 17, 2023 13:28 The \"New Row\" trigger sees the most recent 50 items which affects how the maximum amount of rows your Zap can trigger on at one time. See deduplication for more information. A common problem with database services on Zapier is deduplication. You can read more about deduplicate in general, here . This applies for all the database services on Zapier like MySQL, MSSQL, Postgres, etc. Zapier deduplicates off of the primary keys on the table you are triggering new items from. If you have multiple primary keys then a concatenation of all of them is used to deduplicate. The ramification is if you make a sweeping change to the primary keys on your table, you'll inadvertently Trigger tons of things through your Zap. Sometimes this is caught by Zapier's flood protection feature . Nonetheless, you should turn your off Zap before you make changes and turn it On again after the changes have been made. This allows Zapier to establish a new \"baseline\". If your table has no primary keys, Zapier will guess which column to use, usually looking for column names with id in it. I Don't Have A Unique \"ID\" Column If you don't have an id by default, you must create one or return one manually with the query, for example: SELECT *, CONCAT(user_id, created_at) AS id FROM my_table ORDER BY created_at DESC Or whatever technique most closely approximates how you want Zapier to consider your rows unique. ", "error": null, "slug": "mysql", "help_title": "Database service deduplication"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495979812109-How-to-Get-Started-with-MailerLite-Classic-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495979812109-How-to-Get-Started-with-MailerLite-Classic-on-Zapier", "title": "How to Get Started with MailerLite Classic on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "How to Get Started with MailerLite Classic on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing MailerLite Classic How to Get Started with MailerLite Classic on Zapier Updated February 05, 2024 17:23 About Mailerlite Classic's Integration Admin/owner permissions : Admin access to get API Key Paid/versioned account : Free or Paid Custom field support : No Partner’s documentation : https://www.mailerlite.com/integrations/zapier Connecting with MailerLite Classic When you start creating a MailerLite Classic Zap, you will be asked to connect your MailerLite Classic account. Next, you'll be asked to enter your MailerLite Classic API key. To locate your API Key in your MailerLite Classic account, by go to your Developer API within your Integrations list. Paste your key back into your Zapier account and then click Continue . If all steps were successful your MailerLite Classic account will now be successfully connected. ", "error": null, "slug": "mailerlite-classic", "help_title": "How to Get Started with MailerLite Classic on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38844073291661-How-to-get-started-with-ServiceTitan-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38844073291661-How-to-get-started-with-ServiceTitan-on-Zapier", "title": "How to get started with ServiceTitan on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the ServiceTitan app on Zapier, you must have: A ServiceTitan account on The Works or Legacy package (API access is only included with these service agreements). ServiceTitan administrator user permissions (the person setting up the integration must be a ServiceTitan administrator). Completion of the ServiceTitan Zapier registration form (required to get access to the integration). A Client ID and Secret Key generated from your ServiceTitan account (obtained through Settings Integrations API Application Access). Your ServiceTitan Tenant ID ( displayed when generating the Client ID and Secret Key) .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM ServiceTitan How to get started with ServiceTitan on Zapier Updated May 29, 2026 18:14 ServiceTitan and Zapier connect to automate field service work. Trigger actions when new jobs or customers are added and create leads or tasks. Prerequisites To use the ServiceTitan app on Zapier, you must have: A ServiceTitan account on The Works or Legacy package (API access is only included with these service agreements). ServiceTitan administrator user permissions (the person setting up the integration must be a ServiceTitan administrator). Completion of the ServiceTitan Zapier registration form (required to get access to the integration). A Client ID and Secret Key generated from your ServiceTitan account (obtained through Settings Integrations API Application Access). Your ServiceTitan Tenant ID ( displayed when generating the Client ID and Secret Key) . Connect ServiceTitan to Zapier To create an app connection to ServiceTitan on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ServiceTitan . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Tenant ID : Enter your ServiceTitan Tenant ID . Client ID : Enter your ServiceTitan Client ID . Client Secret : Enter your ServiceTitan Client Secret . Environment to use : Select production environment . Click Yes, Continue to ServiceTitan . Your ServiceTitan account is now successfully connected to Zapier. About ServiceTitan's app", "text": "How to get started with ServiceTitan on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM ServiceTitan How to get started with ServiceTitan on Zapier Updated May 29, 2026 18:14 ServiceTitan and Zapier connect to automate field service work. Trigger actions when new jobs or customers are added and create leads or tasks. Prerequisites To use the ServiceTitan app on Zapier, you must have: A ServiceTitan account on The Works or Legacy package (API access is only included with these service agreements). ServiceTitan administrator user permissions (the person setting up the integration must be a ServiceTitan administrator). Completion of the ServiceTitan Zapier registration form (required to get access to the integration). A Client ID and Secret Key generated from your ServiceTitan account (obtained through Settings Integrations API Application Access). Your ServiceTitan Tenant ID ( displayed when generating the Client ID and Secret Key) . Connect ServiceTitan to Zapier To create an app connection to ServiceTitan on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ServiceTitan . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Tenant ID : Enter your ServiceTitan Tenant ID . Client ID : Enter your ServiceTitan Client ID . Client Secret : Enter your ServiceTitan Client Secret . Environment to use : Select production environment . Click Yes, Continue to ServiceTitan . Your ServiceTitan account is now successfully connected to Zapier. About ServiceTitan's app Triggers, searches, and actions Triggers New Project (Polling) - Triggers when there's a new project. New Booking (Polling) - Triggers when there's a new booking for a booking provider. New Call (Polling) - Triggers when a new call is created. New Employee (Polling) - Triggers when there's a new employee. New Form Submissions (Polling) - Triggers when there's a new Form Submission. New Job or Project Note (Polling) - Triggers when there's a new job or project note. New Lead Notes (Polling) - Triggers when there's a new note on a lead. New Location (Polling) - Triggers when there's a new location. New Non Job (Polling) - Triggers when there's a new non job. New Purchase Order (Polling) - Triggers when a new purchase order is created. Updated Call (Polling) - Triggers when a call is updated. Updated Estimate (Polling) - Triggers when an estimate is updated. Searches No search actions available for this app. Actions Assign Technicians - Assign technicians to an existing appointment Cancel Appointment - Cancels an appointment. Create Booking Contact - Adds a contact to an existing booking Create Customer - Creates a new customer Create Customer Note - Creates a new customer note Create Estimate - Creates a new estimate Create Invoice Adjustment - Creates a new Invoice Adjustment Create Job Attachments - Add attachments to a job Create Lead - Create Lead (EXISTING Customer/Location) Create Lead Attribution Call - Creates a new lead attribution call Create Lead Follow Up - Creates a lead follow up Create Lead Note - Creates a new note in a lead Create Location Contact - Adds a contact to an existing location Create Payroll Adjustments - Creates new payroll adjustments Create Purchase Order - Create a new purchase order Create Task - Creates a new task Detach Job - Detaches Job from the project. Hold Appointment - Puts the appointment on hold. Reschedule Appointment - Reschedules an appointment. Update Customer - Updates an existing customer Employee Account Actions - Performs standard actions with the account Update Installed Equipments - Updates an existing Installed Equipment. Update Invoice Items - Updates the items in an invoice by id Update Lead - Updates a lead by id Limitations Zapier functionality is not officially supported by ServiceTitan and is made available on an 'as is' basis without warranty. API rate limits apply . Standard rate limit is 60 calls per second per application per tenant for regular APIs, and 5 of the same report per minute per tenant for reporting APIs. Content Storage Restrictions apply. You must not store or cache any Content obtained from the APIs for longer than 24 hours, except as expressly permitted. ServiceTitan only supports API-related issues (500 errors) and does not provide support for setting up Zap workflows. Users must contact Zapier support for setup assistance. You cannot manage Zapier credentials through Enterprise Hub. You must submit separate requests for each tenant. ServiceTitan reserves the right to alter, amend, or disable Zapier functionality at any time without notice. Learn more in ServiceTitan's Zapier FAQs. Templates View all of ServiceTitan's templates . Use cases 5 ways to automate ServiceTitan with Zapier How to bridge the gap between marketing and sales with automation Additional ServiceTitan resources Zapier's ServiceTitan integration page ServiceTitan's Help Center ServiceTitan's API documentation ", "error": null, "slug": "servicetitan", "help_title": "How to get started with ServiceTitan on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495932512525-Common-Problems-with-Campaign-Monitor", "final_url": "https://help.zapier.com/hc/en-us/articles/8495932512525-Common-Problems-with-Campaign-Monitor", "title": "Common Problems with Campaign Monitor", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Campaign Monitor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Campaign Monitor Common Problems with Campaign Monitor Updated March 05, 2026 12:40 My campaign doesn't appear as an option in the dropdown Only sent campaigns can be selected. Draft campaigns won't appear in the dropdown until they are sent to at least one recipient. In order to select a campaign from the dropdown, it must be in Sent status in Campaign Monitor first. \"Must supply a valid HTTP Basic Authorization header\" error when trying to connect an account If the error message authorization failed: api.createsend.com returned (401) Unauthorized and said \"Must supply a valid HTTP Basic Authorization header\" is showing when trying to connect a Campaign Monitor account, it's possible the wrong key may be getting used. In Campaign Monitor's \"Manage API keys\" settings, note that the API Key needed requires clicking \"Show API key\" first. Using the \"Client ID\" leads to this error. ", "error": null, "slug": "campaign-monitor", "help_title": "Common Problems with Campaign Monitor"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859514895117-How-to-get-started-with-GetResponse-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859514895117-How-to-get-started-with-GetResponse-on-Zapier", "title": "How to get started with GetResponse on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the GetResponse app on Zapier, you must have: An active GetResponse account (free or paid plan). A generated API key from your GetResponse account (found under Tools Integrations and API API). For GetResponse MAX clients: An X-Domain header containing your domain name.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing GetResponse How to get started with GetResponse on Zapier Updated January 23, 2026 14:45 GetResponse and Zapier connect to automate your email marketing. You can trigger actions when new contacts are added and create contacts from forms. Prerequisites To use the GetResponse app on Zapier, you must have: An active GetResponse account (free or paid plan). A generated API key from your GetResponse account (found under Tools Integrations and API API). For GetResponse MAX clients: An X-Domain header containing your domain name. Connect GetResponse to Zapier To create an app connection to GetResponse on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select GetResponse . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your GetResponse API key . Account Type : Select your account type . Domain Name : Enter your GetResponse MAX domain name (GetResponse MAX users only) . Click Yes, Continue to GetResponse . Your GetResponse account is now successfully connected to Zapier. About GetResponse's app", "text": "How to get started with GetResponse on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing GetResponse How to get started with GetResponse on Zapier Updated January 23, 2026 14:45 GetResponse and Zapier connect to automate your email marketing. You can trigger actions when new contacts are added and create contacts from forms. Prerequisites To use the GetResponse app on Zapier, you must have: An active GetResponse account (free or paid plan). A generated API key from your GetResponse account (found under Tools Integrations and API API). For GetResponse MAX clients: An X-Domain header containing your domain name. Connect GetResponse to Zapier To create an app connection to GetResponse on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select GetResponse . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your GetResponse API key . Account Type : Select your account type . Domain Name : Enter your GetResponse MAX domain name (GetResponse MAX users only) . Click Yes, Continue to GetResponse . Your GetResponse account is now successfully connected to Zapier. About GetResponse's app Triggers, searches, and actions Triggers New Autoresponder - Triggers when a new autoresponder is created. (Polling) New Landing Page - Triggers when a new landing page is created. (Polling) New Contact - Triggers when a new contact is added to any list. (Polling) New List - Triggers when a new list is created. (Polling) New Newsletter - Triggers when a new newsletter is created. (Polling) New Form - Triggers when a new form is added. (Polling) Searches Find List - Finds an existing list. Find Contact - Finds an existing contact. Actions Create or Update Contact - Creates or updates a contact. Create Newsletter - Creates a new newsletter. Update Contact - Updates a contact. Create Contact - Creates a new contact. Remove Contact - Deletes a contact from a list. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API keys must be used within 90 days or they will expire and need to be regenerated. Rate limiting applies with 30,000 API calls per 10-minute time frame and 80 API calls per second maximum. Templates View all of GetResponse's templates . Use cases 3 ways to automate systeme.io with Zapier 5 ways to automate Follow Up Boss with Zapier 5 ways to automate Snowflake with Zapier 4 ways to automate Vtiger CRM with Zapier 5 Wix automation ideas Additional GetResponse resources Zapier's GetResponse integration page GetResponse's Help Center GetResponse's API documentation ", "error": null, "slug": "getresponse", "help_title": "How to get started with GetResponse on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495952600717-Common-Problems-with-Podio", "final_url": "https://help.zapier.com/hc/en-us/articles/8495952600717-Common-Problems-with-Podio", "title": "Common Problems with Podio", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Podio &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Podio Common Problems with Podio Updated March 05, 2026 13:10 We are still working on supporting _ fields. When using the Podio New Item action, you might see a message that looks like this: Podio fields are entirely custom and there a few types that Zapier doesn't yet support. They include Contact fields Calculation fields Duration fields All other field types are available, though. If one of the unsupported field types is marked as a \"required\" field, Zapier will throw errors. You should either remove the field inside Podio or mark it \"optional\". All I see is a File Attachment Field for Podio \"New Item\" Action By default, your Podio Action Fields will look like this: After you've chosen an Org, Workspace, and Application, the rest of the fields will be automatically loaded in to the Zap editor: \"An existing active hook is already present for this client\" Error This can happen if Zapier gets out of sync with your Podio application, you can fix it by deleting the active hooks. First step - pause all Podio triggers in Zapier. Second step - go to Podio developer tab for your app: Final step - click delete on any remaining hooks: ", "error": null, "slug": "podio", "help_title": "Common Problems with Podio"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495933368461-How-to-get-started-with-Formstack-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495933368461-How-to-get-started-with-Formstack-on-Zapier", "title": "How to get started with Formstack on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Formstack app on Zapier, you must have: An active Formstack account (any paid plan). At least one active form created in your Formstack account to trigger workflows", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Formstack How to get started with Formstack on Zapier Updated September 30, 2025 15:23 Formstack and Zapier connect to automate form workflows. You can trigger actions when new form submissions are received and create new form submissions. Prerequisites To use the Formstack app on Zapier, you must have: An active Formstack account (any paid plan). At least one active form created in your Formstack account to trigger workflows Connect Formstack to Zapier To create an app connection to Formstack on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Formstack . Click Add connection . A new browser tab or window will open. Log into Formstack to authenticate. Grant Zapier permission to access your account if prompted to. Your Formstack account is now successfully connected to Zapier. About Formstack's app", "text": "How to get started with Formstack on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Formstack How to get started with Formstack on Zapier Updated September 30, 2025 15:23 Formstack and Zapier connect to automate form workflows. You can trigger actions when new form submissions are received and create new form submissions. Prerequisites To use the Formstack app on Zapier, you must have: An active Formstack account (any paid plan). At least one active form created in your Formstack account to trigger workflows Connect Formstack to Zapier To create an app connection to Formstack on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Formstack . Click Add connection . A new browser tab or window will open. Log into Formstack to authenticate. Grant Zapier permission to access your account if prompted to. Your Formstack account is now successfully connected to Zapier. About Formstack's app Triggers, searches, and actions Triggers New Form (Polling) - Triggers when a new Form is created. New Form Submission (Instant) - Triggers when a Form receives a Submission. Searches No search actions are available for this app. Actions Create Form Submission - Creates a new Submission on a Form. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits vary by account plan type , with daily quotas that reset at midnight. When exceeded, you'll receive a 429 Too Many Requests error. Ensure forms do not have identical field labels, as Zapier cannot differentiate between fields with the same name. Templates View all of Formstack's templates . Use cases 4 ways to automate Formstack How to automatically create certificates for online tests: A guide for instructors Additional Formstack resources Zapier's Formstack integration page Formstack's Help Center Formstack's API documentation ", "error": null, "slug": "formstack", "help_title": "How to get started with Formstack on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496068316045-Common-Problems-with-Microsoft-Dynamics-365-CRM-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496068316045-Common-Problems-with-Microsoft-Dynamics-365-CRM-on-Zapier", "title": "Common Problems with Microsoft Dynamics 365 CRM on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Microsoft Dynamics 365 CRM on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Microsoft Dynamics 365 CRM Common Problems with Microsoft Dynamics 365 CRM on Zapier Updated March 05, 2026 12:41 Getting error on connecting to Dynamics Check if your Microsoft Dynamics is self-hosted. At the moment, Zapier doesn't support self-hosted instances of Dynamics. ", "error": null, "slug": "microsoft-dynamics-crm", "help_title": "Common Problems with Microsoft Dynamics 365 CRM on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495955193229-Database-service-deduplication", "final_url": "https://help.zapier.com/hc/en-us/articles/8495955193229-Database-service-deduplication", "title": "Database service deduplication", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Database service deduplication &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Troubleshoot databases Database service deduplication Updated July 17, 2023 13:28 The \"New Row\" trigger sees the most recent 50 items which affects how the maximum amount of rows your Zap can trigger on at one time. See deduplication for more information. A common problem with database services on Zapier is deduplication. You can read more about deduplicate in general, here . This applies for all the database services on Zapier like MySQL, MSSQL, Postgres, etc. Zapier deduplicates off of the primary keys on the table you are triggering new items from. If you have multiple primary keys then a concatenation of all of them is used to deduplicate. The ramification is if you make a sweeping change to the primary keys on your table, you'll inadvertently Trigger tons of things through your Zap. Sometimes this is caught by Zapier's flood protection feature . Nonetheless, you should turn your off Zap before you make changes and turn it On again after the changes have been made. This allows Zapier to establish a new \"baseline\". If your table has no primary keys, Zapier will guess which column to use, usually looking for column names with id in it. I Don't Have A Unique \"ID\" Column If you don't have an id by default, you must create one or return one manually with the query, for example: SELECT *, CONCAT(user_id, created_at) AS id FROM my_table ORDER BY created_at DESC Or whatever technique most closely approximates how you want Zapier to consider your rows unique. ", "error": null, "slug": "postgresql", "help_title": "Database service deduplication"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495966326797-Common-Problems-With-Formstack", "final_url": "https://help.zapier.com/hc/en-us/articles/8495966326797-Common-Problems-With-Formstack", "title": "Common Problems With Formstack", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems With Formstack &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Formstack Common Problems With Formstack Updated March 05, 2026 12:40 My Form Won't Submit This is a really common problem that happens quite often. Formstack doesn't allow any 3rd party integration on plans below Silver. So if you're on a free plan and try to use the Formstack integration, nothing will come through. Double check that you have an appropriate plan. If you do, the next thing would be to set up the zap, skipping \"Load Sample Data\" and enable it. Now go to the form in Formstack and look under Settings -> Emails & Redirects -> After the Form is Submitted and double check that a Zapier URL has been added. My Zap is triggering when other forms are filled out. If you make a copy of a form in Formstack, it also copies any existing webhook integrations, like to your Zap. For the form that you do not want connected to the Zap, go to the form's Settings > Emails and Actions > Advanced (down at the bottom) You'll see a Submit Action with a Zapier url like this: Click the red delete icon over to the far right, which will delete the integration for this form. ", "error": null, "slug": "formstack", "help_title": "Common Problems With Formstack"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495937482253-How-to-get-started-with-PostgreSQL-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495937482253-How-to-get-started-with-PostgreSQL-on-Zapier", "title": "How to get started with PostgreSQL on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the PostgreSQL app on Zapier, you must have: A PostgreSQL database that is accessible from outside your network (not localhost or 127.0.0.1 ). Network configuration to allow connections from Zapier's static IP addresses: 44.214.195.64/28 18.246.81.208/28 Configure your firewall to allow incoming connections on your PostgreSQL, which is 5432 by default. If you are using a custom port, be sure to open that specific port instead. In your postgresql.conf file, configure the server to listen to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations PostgreSQL How to get started with PostgreSQL on Zapier Updated April 10, 2026 17:03 PostgreSQL and Zapier connect to automate your database work. You can trigger actions when new rows are added and create or update rows in tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the PostgreSQL app on Zapier, you must have: A PostgreSQL database that is accessible from outside your network (not localhost or 127.0.0.1 ). Network configuration to allow connections from Zapier's static IP addresses: 44.214.195.64/28 18.246.81.208/28 Configure your firewall to allow incoming connections on your PostgreSQL, which is 5432 by default. If you are using a custom port, be sure to open that specific port instead. In your postgresql.conf file, configure the server to listen to connect from Zapier's IP address. Change the listening_addresses parameters to include: 44.214.195.64/28 18.246.81.208/28 A dedicated PostgreSQL user account with limited permissions for Zapier to use. Appropriate database permissions granted to the Zapier user (SELECT, INSERT, UPDATE as needed for your use case). A paid Zapier plan. PostgreSQL is a premium app on Zapier. Cloud and services-specific requirements If using cloud providers like AWS RDS/EC2, security groups must allow access from: 44.214.195.64/28 18.246.81.208/28 If using Google Cloud Platform CloudSQL, the IP ranges ( 44.214.195.64/28 and 18.246.81.208/28 ) must be added to \"Authorised networks\". For Neon PostgreSQL specifically, a special password format including the endpoint ID ( endpoint=[endpoint_id]$[password] ). Learn more from Neon's documentation . Connect PostgreSQL to Zapier To create an app connection to PostgreSQL on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select PostgreSQL . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Host : Enter your database instance's IP address or hostname (e.g., db.example.com). Port : Enter your database port (5432 is the default). Database : Enter your database name . Schema : Enter your schema name inside PostgreSQL to search for tables. Username : Enter your database username . Password : Enter your database password . SSL client certificate : Enter your SSL client certificate if your server requires client validat", "text": "How to get started with PostgreSQL on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations PostgreSQL How to get started with PostgreSQL on Zapier Updated April 10, 2026 17:03 PostgreSQL and Zapier connect to automate your database work. You can trigger actions when new rows are added and create or update rows in tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the PostgreSQL app on Zapier, you must have: A PostgreSQL database that is accessible from outside your network (not localhost or 127.0.0.1 ). Network configuration to allow connections from Zapier's static IP addresses: 44.214.195.64/28 18.246.81.208/28 Configure your firewall to allow incoming connections on your PostgreSQL, which is 5432 by default. If you are using a custom port, be sure to open that specific port instead. In your postgresql.conf file, configure the server to listen to connect from Zapier's IP address. Change the listening_addresses parameters to include: 44.214.195.64/28 18.246.81.208/28 A dedicated PostgreSQL user account with limited permissions for Zapier to use. Appropriate database permissions granted to the Zapier user (SELECT, INSERT, UPDATE as needed for your use case). A paid Zapier plan. PostgreSQL is a premium app on Zapier. Cloud and services-specific requirements If using cloud providers like AWS RDS/EC2, security groups must allow access from: 44.214.195.64/28 18.246.81.208/28 If using Google Cloud Platform CloudSQL, the IP ranges ( 44.214.195.64/28 and 18.246.81.208/28 ) must be added to \"Authorised networks\". For Neon PostgreSQL specifically, a special password format including the endpoint ID ( endpoint=[endpoint_id]$[password] ). Learn more from Neon's documentation . Connect PostgreSQL to Zapier To create an app connection to PostgreSQL on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select PostgreSQL . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Host : Enter your database instance's IP address or hostname (e.g., db.example.com). Port : Enter your database port (5432 is the default). Database : Enter your database name . Schema : Enter your schema name inside PostgreSQL to search for tables. Username : Enter your database username . Password : Enter your database password . SSL client certificate : Enter your SSL client certificate if your server requires client validation for SSL. SSL private key : Enter your SSL private key if your server requires client validation for SSL. SSL CA bundle : Enter your PEM-formatted certificate chain file (Certificate Authority file or CA Bundle). Click Yes, Continue to PostgreSQL . Your PostgreSQL account is now successfully connected to Zapier. About PostgreSQL's app Triggers, searches, and actions Triggers Triggers New Column (Polling) - Triggers when you add a new column. New Row (Custom Query) (Polling) - Triggers when new rows are returned from a custom query that you provide. New or Updated Row (Polling) - Triggers when a new row is added or modified. New Row (Polling) - Triggers when you add a new row. New Table (Polling) - Triggers when you add a new table. Searches Searches Find Rows via Custom Query - Finds multiple rows in a table via a custom query you control. Find Row - Finds a row in a table via a lookup column. Find Row via Custom Query - Finds a row in a table via a custom query you control. Actions Actions Update Row - Updates an existing row. New Row - Adds a new row. Limitations The database instance must be accessible from outside your network with proper firewall configuration. Column names with uppercase characters will cause errors as they are converted to lowercase by default; you must wrap column names in double quotes in custom queries. The \"New Row\" trigger captures only the 50 most recent rows per polling interval (5-15 minutes depending on plan), so more than 50 new rows in one interval will result in data loss. Some applications require static IP pool types, and if they are not configured correctly, it can cause authentication failures. Templates View all of PostgreSQL's templates . Use cases 4 ways to automate PostgreSQL 6 ways to automate your database apps Additional PostgreSQL resources Zapier's PostgreSQL integration page PostgreSQL's Help Center PostgreSQL's API documentation ", "error": null, "slug": "postgresql", "help_title": "How to get started with PostgreSQL on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496037193997-Common-Problems-with-PostgreSQL", "final_url": "https://help.zapier.com/hc/en-us/articles/8496037193997-Common-Problems-with-PostgreSQL", "title": "Common Problems with PostgreSQL", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with PostgreSQL &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations PostgreSQL Common Problems with PostgreSQL Updated May 29, 2026 18:13 Existing columns causing an error when using Custom Query Double-check if your column names contain any uppercase characters. This will cause an error, as by default they are converted to lowercase. To fix your query, you’ll need to wrap the column name in double quotes. In the example below, you’ll want to put double quotes around the column named myStatus. SELECT id, “myStatus” FROM my_table LIMIT 50; Some new rows didn't Trigger my Zap When using the \"New Row\" Trigger, each poll captures the 50 most recent rows. That means if more than 50 rows are added in a polling interval (5 or 15 minutes depending on your plan), some data will be lost. If you need to capture more than 50 rows at a time, you'll want to add them to your database in batches—no more than 50 records at a time every 5 or 15 minutes (depending on your plan ). Connection fails due to outdated IP allowlist If your Zap workflows suddenly stop working, your firewall may be configured with an outdated IP address. Zapier's current static IP addresses for PostgreSQL are 44.214.195.64/28 and 18.246.81.208/28 . Update your firewall or network configuration to allow connections from these IP ranges. Learn more about the static IP address update . ", "error": null, "slug": "postgresql", "help_title": "Common Problems with PostgreSQL"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495937131533-How-to-get-started-with-MySQL-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495937131533-How-to-get-started-with-MySQL-on-Zapier", "title": "How to get started with MySQL on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the MySQL app on Zapier, you must have: Database access and configuration: A MySQL database that is accessible from outside your network (not localhost or 127.0.0.1 ) and configured to listen on a public interface. For MySQL version 8, you must use the mysql_native_password authentication plugin as SHA2 is not supported. If hosted on AWS RDS/EC2 or Google Cloud Platform, add Zapier's IP addresses to your security group or authorized networks. 44.214.195.64/28 18.246.81.208/28 User and permissions: Create a dedicated MySQL user account with appropriate permissions. Include IP-specific GRANT statements for Zapier's IP addresses 44.214.195.64/28 18.246.81.208/28 A paid Zapier plan. MySQL is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations MySQL How to get started with MySQL on Zapier Updated April 10, 2026 17:03 MySQL and Zapier connect to automate database tasks. You can trigger actions when new rows are added and create or update rows in tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the MySQL app on Zapier, you must have: Database access and configuration: A MySQL database that is accessible from outside your network (not localhost or 127.0.0.1 ) and configured to listen on a public interface. For MySQL version 8, you must use the mysql_native_password authentication plugin as SHA2 is not supported. If hosted on AWS RDS/EC2 or Google Cloud Platform, add Zapier's IP addresses to your security group or authorized networks. 44.214.195.64/28 18.246.81.208/28 User and permissions: Create a dedicated MySQL user account with appropriate permissions. Include IP-specific GRANT statements for Zapier's IP addresses 44.214.195.64/28 18.246.81.208/28 A paid Zapier plan. MySQL is a premium app on Zapier. Connect MySQL to Zapier To create an app connection to MySQL on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MySQL . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Required fields: Host : Enter your database instance's IP address or hostname (e.g., db.example.com ). It must be accessible from outside your network. localhost and 127.0.0.1 are not valid. Port : Enter your database port number (3306 is the default). Database : Enter your database name to read data from. Username : Enter your database username (create a new Zapier-specific user with limited permission scope). Optional fields: Password : Enter your database password . SSL client certificate : Enter your SSL client certificate if your server requires client validation for SSL (optional). SSL private key : Enter your SSL private key if your server requires client validation for SSL (optional). SSL CA bundle : Enter your PEM-formatted certificate chain file , also known as a Certificate Authority (CA) file or CA Bundle (optional). Click Yes, Continue to MySQL . Your MySQL account is now successfully connected to Zapier. About MySQL's app", "text": "How to get started with MySQL on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations MySQL How to get started with MySQL on Zapier Updated April 10, 2026 17:03 MySQL and Zapier connect to automate database tasks. You can trigger actions when new rows are added and create or update rows in tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the MySQL app on Zapier, you must have: Database access and configuration: A MySQL database that is accessible from outside your network (not localhost or 127.0.0.1 ) and configured to listen on a public interface. For MySQL version 8, you must use the mysql_native_password authentication plugin as SHA2 is not supported. If hosted on AWS RDS/EC2 or Google Cloud Platform, add Zapier's IP addresses to your security group or authorized networks. 44.214.195.64/28 18.246.81.208/28 User and permissions: Create a dedicated MySQL user account with appropriate permissions. Include IP-specific GRANT statements for Zapier's IP addresses 44.214.195.64/28 18.246.81.208/28 A paid Zapier plan. MySQL is a premium app on Zapier. Connect MySQL to Zapier To create an app connection to MySQL on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MySQL . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Required fields: Host : Enter your database instance's IP address or hostname (e.g., db.example.com ). It must be accessible from outside your network. localhost and 127.0.0.1 are not valid. Port : Enter your database port number (3306 is the default). Database : Enter your database name to read data from. Username : Enter your database username (create a new Zapier-specific user with limited permission scope). Optional fields: Password : Enter your database password . SSL client certificate : Enter your SSL client certificate if your server requires client validation for SSL (optional). SSL private key : Enter your SSL private key if your server requires client validation for SSL (optional). SSL CA bundle : Enter your PEM-formatted certificate chain file , also known as a Certificate Authority (CA) file or CA Bundle (optional). Click Yes, Continue to MySQL . Your MySQL account is now successfully connected to Zapier. About MySQL's app Triggers, searches, and actions Triggers New Column (Polling) - Triggers when you add a new column. New Row (Custom Query) (Polling) - Triggers when new rows are returned from a custom query that you provide. New or Updated Row (Polling) - Triggers when a new row is added or modified. New Row (Polling) - Triggers when you add a new row. New Table (Polling) - Triggers when you add a new table. Searches Find Row via Custom Query - Finds a row in a table via a custom query you control. Find Row - Finds a row in a table via a lookup column. Actions Update Row - Updates an existing row. New Row - Adds a new row. Limitations Database must be accessible from Zapier's static IP addresses. Connections from localhost (127.0.0.1) are not supported. Database queries must complete within 30 seconds or they will timeout. The \"New Row\" trigger only sees the most recent 50 items, limiting the maximum number of rows a workflow can trigger on at one time. Tables must have primary keys for proper deduplication; if no primary key exists, Zapier will attempt to guess using columns with \"id\" in the name. Database must be configured to accept remote connections and cannot be bound only to localhost (127.0.0.1) - must be accessible from public interfaces. Special network, server, and SQL server permissions are required to allow Zapier connections. For cloud hosting (AWS RDS/EC2, Google Cloud SQL), specific firewall and security group configurations are required to allow access from Zapier's IP address. Learn more in our troubleshooting connections to your database . Templates View all of MySQL's templates . Use cases 6 ways to automate MySQL 6 ways to automate your database apps with Zapier Additional MySQL resources Zapier's MySQL integration page MySQL's Help Center MySQL's API documentation ", "error": null, "slug": "mysql", "help_title": "How to get started with MySQL on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39881963334157-How-to-get-started-with-Chargebee-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39881963334157-How-to-get-started-with-Chargebee-on-Zapier", "title": "How to get started with Chargebee on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Chargebee app on Zapier, you must have: An active Chargebee account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Chargebee How to get started with Chargebee on Zapier Updated March 31, 2026 16:17 Chargebee and Zapier connect to automate subscription billing. You can trigger actions when new subscriptions or payments occur and create customers or update billing details. Prerequisites To use the Chargebee app on Zapier, you must have: An active Chargebee account. Connect Chargebee to Zapier To create an app connection to Chargebee on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chargebee . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Site Name : Enter your Chargebee site name . API Key : Enter your Chargebee API key . Learn more about finding your Chargebee API key. Click Yes, Continue to Chargebee . Your Chargebee account is now successfully connected to Zapier. About Chargebee's app", "text": "How to get started with Chargebee on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Chargebee How to get started with Chargebee on Zapier Updated March 31, 2026 16:17 Chargebee and Zapier connect to automate subscription billing. You can trigger actions when new subscriptions or payments occur and create customers or update billing details. Prerequisites To use the Chargebee app on Zapier, you must have: An active Chargebee account. Connect Chargebee to Zapier To create an app connection to Chargebee on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chargebee . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Site Name : Enter your Chargebee site name . API Key : Enter your Chargebee API key . Learn more about finding your Chargebee API key. Click Yes, Continue to Chargebee . Your Chargebee account is now successfully connected to Zapier. About Chargebee's app Triggers, searches, and actions Triggers Card Expiration (Instant) - Triggers when a credit card expires. New Customer (Instant) - Triggers when a customer is created. Customer Details Updates (Instant) - Triggers when customer details such as first name, last name, email, billing address, etc., are updated. New Invoice (Instant) - Triggers when a new invoice is generated(with line item support). New Payment Method (Instant) - Triggers when a payment method is added. New Payment (Instant) - Triggers when a payment is collected successfully. Payment Failure (Instant) - Triggers when a payment fails. Payment Method Updates (Instant) - Triggers when a payment method is updated. Subscription Activation (Instant) - Triggers when a subscription is changed from Trial to Active state. Subscription Cancellation (Instant) - Triggers when a subscription is cancelled. Subscription Cancellation Scheduled (Instant) - Triggers when a subscription is scheduled for cancellation. New Subscription (Instant) - Triggers when a subscription is created. Subscription Details Updates (Instant) - Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified. Subscription Pause (Instant) - Triggers when a subscription is paused. Subscription Reactivation (Instant) - Triggers when a subscription is moved from Cancelled state to Active/In Trial/Non Renewing/Future state. Subscription Resumption (Instant) - Triggers when a paused subscription is resumed. Searches Find Existing Subscription - Lookup details of an existing subscription. Fetch Customer Subscription Details - Get the subscription details for a specific customer ID. Finds an Existing Customer - Lookup an existing customer. Fetch Subscription Invoice Details - Get the Invoice details for a specific Subscription ID. Actions Change Next Billing Date - Updates next billing date of a subscription. Create Customer - Creates a new customer in Chargebee. Create Subscription - Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer. Pause Subscription - Pauses a subscription in Chargebee. Record Offline Payment for an Invoice - Records an offline payment for unpaid invoices. Resume Subscription - Resumes a paused subscription in Chargebee. Update Customer - Updates customer details in Chargebee. Update Subscription - Updates a subscription in Chargebee. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply based on your Chargebee plan. Starter plan: 150 requests/minute, Performance: 1000 requests/minute, Enterprise: 3500 requests/minute (default). When limits are exceeded, HTTP 429 errors are returned and requests are blocked until limits reset. You need separate API keys for test and production environments, and they cannot be used interchangeably. Templates View all of Chargebee's templates . Use cases 4 ways to automate Chargebee with Zapier Additional Chargebee resources Zapier's Chargebee integration page Chargebee's Help Center Chargebee's API documentation ", "error": null, "slug": "chargebee", "help_title": "How to get started with Chargebee on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860043339533-How-to-get-started-with-RD-Station-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860043339533-How-to-get-started-with-RD-Station-on-Zapier", "title": "How to get started with RD Station on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the RD Station app on Zapier, you must have: An active RD Station Marketing account with Light, Basic, or Pro plan. API access enabled in your RD Station account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing RD Station How to get started with RD Station on Zapier Updated January 23, 2026 14:10 RD Station and Zapier connect to automate marketing. Trigger actions when leads convert and create conversion events or mark deals won. Prerequisites To use the RD Station app on Zapier, you must have: An active RD Station Marketing account with Light, Basic, or Pro plan. API access enabled in your RD Station account. Connect RD Station to Zapier To create an app connection to RD Station on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select RD Station . Click Add connection . A new browser tab or window will open. Log into RD Station to authenticate. Grant Zapier permission to access your account if prompted to. Your RD Station account is now successfully connected to Zapier. About RD Station's app Triggers, searches, and actions Triggers New Lead Conversion - Triggers when a new lead is created. (Instant) New Opportunity - Triggers when a Lead is marked as opportunity. (Instant) Searches No search actions are available for RD Station. Actions Conversion Event - It registers a new conversion event for a contact. Won Deal - Marks a deal as won. Lost Deal - Marks a deal as lost. Limitations API rate limits vary by endpoint and plan level, with specific limits including 60 requests per hour for sales funnel statistics (Advanced plan only), 24 requests per 24 hours for updating contacts, and 60 requests per hour for landing page endpoints. Maximum of 10 webhooks per RD Station Marketing account, which limits the number of integrations you can set up. Conversions generated by importing or manually entering leads do not activate webhooks , so these leads will not be sent to Zapier. Rate limit exceeded errors return 429 \"Too Many Requests\" status codes, and URLs over 8kb in length will receive 414 \"URI Too Long\" errors. Templates View all of RD Station's templates . Use cases How to capture leads from Facebook Lead Ads in RD Station 6 ways to automate YouCanBookMe with Zapier Additional RD Station resources Zapier's RD Station integration page RD Station's Help Center RD Station's API documentation", "text": "How to get started with RD Station on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing RD Station How to get started with RD Station on Zapier Updated January 23, 2026 14:10 RD Station and Zapier connect to automate marketing. Trigger actions when leads convert and create conversion events or mark deals won. Prerequisites To use the RD Station app on Zapier, you must have: An active RD Station Marketing account with Light, Basic, or Pro plan. API access enabled in your RD Station account. Connect RD Station to Zapier To create an app connection to RD Station on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select RD Station . Click Add connection . A new browser tab or window will open. Log into RD Station to authenticate. Grant Zapier permission to access your account if prompted to. Your RD Station account is now successfully connected to Zapier. About RD Station's app Triggers, searches, and actions Triggers New Lead Conversion - Triggers when a new lead is created. (Instant) New Opportunity - Triggers when a Lead is marked as opportunity. (Instant) Searches No search actions are available for RD Station. Actions Conversion Event - It registers a new conversion event for a contact. Won Deal - Marks a deal as won. Lost Deal - Marks a deal as lost. Limitations API rate limits vary by endpoint and plan level, with specific limits including 60 requests per hour for sales funnel statistics (Advanced plan only), 24 requests per 24 hours for updating contacts, and 60 requests per hour for landing page endpoints. Maximum of 10 webhooks per RD Station Marketing account, which limits the number of integrations you can set up. Conversions generated by importing or manually entering leads do not activate webhooks , so these leads will not be sent to Zapier. Rate limit exceeded errors return 429 \"Too Many Requests\" status codes, and URLs over 8kb in length will receive 414 \"URI Too Long\" errors. Templates View all of RD Station's templates . Use cases How to capture leads from Facebook Lead Ads in RD Station 6 ways to automate YouCanBookMe with Zapier Additional RD Station resources Zapier's RD Station integration page RD Station's Help Center RD Station's API documentation ", "error": null, "slug": "rd-station", "help_title": "How to get started with RD Station on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/35201074788877-Can-I-change-the-language-of-my-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/35201074788877-Can-I-change-the-language-of-my-Zapier-account", "title": "Can I change the language of my Zapier account?", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Can I change the language of my Zapier account? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account profile Can I change the language of my Zapier account? Updated January 23, 2026 08:28 Zapier is only available in English. If you'd like to use Zapier in a different language, you can use a translation add-on or extension for your browser. Using browser translation tools Visit your browser's store to search for the translation add-on or extension that works for you. Microsoft Edge: https://microsoftedge.microsoft.com/addons/Microsoft-Edge-Extensions-Home Google Chrome: https://chromewebstore.google.com/category/extensions?pli=1 Mozilla Firefox: https://addons.mozilla.org/en-US/firefox/ Safari : To translate a webpage in Safari , click the translation button in the smart search field. Note The Zapier Help Center and its search function are also only available in English. When you use your Zapier account in another language, the wording may not match the documentation in the Help Center. ", "error": null, "slug": "translate", "help_title": "Can I change the language of my Zapier account?"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496068258189-How-to-get-started-with-Microsoft-Dynamics-365-CRM-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496068258189-How-to-get-started-with-Microsoft-Dynamics-365-CRM-on-Zapier", "title": "How to get started with Microsoft Dynamics 365 CRM on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Microsoft Dynamics 365 CRM app on Zapier, you must have: A paid Microsoft Dynamics 365 CRM plan (cloud-hosted accounts only). System Administrator security role or a custom security role with appropriate privileges assigned to your Microsoft Dynamics 365 CRM account. A paid Zapier plan. Microsoft Dynamics 365 CRM is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Microsoft Dynamics 365 CRM How to get started with Microsoft Dynamics 365 CRM on Zapier Updated April 10, 2026 17:04 Microsoft Dynamics 365 CRM and Zapier connect to automate your sales work. You can trigger actions when new leads, contacts, or accounts are created and create or update CRM records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Microsoft Dynamics 365 CRM app on Zapier, you must have: A paid Microsoft Dynamics 365 CRM plan (cloud-hosted accounts only). System Administrator security role or a custom security role with appropriate privileges assigned to your Microsoft Dynamics 365 CRM account. A paid Zapier plan. Microsoft Dynamics 365 CRM is a premium app on Zapier. Connect Microsoft Dynamics 365 CRM to Zapier To create an app connection to Microsoft Dynamics 365 CRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Dynamics 365 CRM . Click Add connection . A new browser tab or window will open. Log into Microsoft Dynamics 365 CRM to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Dynamics 365 CRM account is now successfully connected to Zapier. About Microsoft Dynamics 365 CRM's app", "text": "How to get started with Microsoft Dynamics 365 CRM on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Microsoft Dynamics 365 CRM How to get started with Microsoft Dynamics 365 CRM on Zapier Updated April 10, 2026 17:04 Microsoft Dynamics 365 CRM and Zapier connect to automate your sales work. You can trigger actions when new leads, contacts, or accounts are created and create or update CRM records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Microsoft Dynamics 365 CRM app on Zapier, you must have: A paid Microsoft Dynamics 365 CRM plan (cloud-hosted accounts only). System Administrator security role or a custom security role with appropriate privileges assigned to your Microsoft Dynamics 365 CRM account. A paid Zapier plan. Microsoft Dynamics 365 CRM is a premium app on Zapier. Connect Microsoft Dynamics 365 CRM to Zapier To create an app connection to Microsoft Dynamics 365 CRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Dynamics 365 CRM . Click Add connection . A new browser tab or window will open. Log into Microsoft Dynamics 365 CRM to authenticate. Grant Zapier permission to access your account if prompted to. Your Microsoft Dynamics 365 CRM account is now successfully connected to Zapier. About Microsoft Dynamics 365 CRM's app Triggers, searches, and actions Triggers Triggers New Account (Polling) - Triggers when a new account is created. New Contact (Polling) - Triggers when a new contact is created. New Custom Entity (Polling) - Triggers when a new custom entity is created. New Case/Incident (Polling) - Triggers when a new case/incident is created. New Invoice (Polling) - Triggers when a new invoice is created. New Lead (Polling) - Triggers when a new lead is created. Updated Account (Polling) - Triggers when an account is updated. Updated Contact (Polling) - Triggers when a contact is updated. Updated Case/Incident (Polling) - Triggers when a case/incident has been updated. Updated Invoice (Polling) - Triggers when an invoice is updated. Updated Lead (Polling) - Triggers when a lead has been updated. Updated Opportunity (Polling) - Triggers when an opportunity has been updated. Updated Order (Polling) - Triggers when an order is updated. Searches Searches Find Account - Finds an account by name. Find Custom Entity - Finds a custom entity give. Find Campaign Response - Finds a campaign response. Find Invoice - Finds a invoice by email address or other searchable field. Find Opportunity - Finds an opportunity by subject or other searchable field. Find or Create Account - Finds an account by name. Find or Create Custom Entity - Finds a custom entity give. Find or Create Lead - Finds a lead by email address or other searchable field. Find or Create Order - Finds an order by email address or other searchable field. Actions Actions Create Account - Creates a new account. Create Contact - Creates a new contact. Create Case/Incident - Creates a new case/incident. Create Invoice - Creates a new invoice. Create Opportunity - Creates a new opportunity. Update Account - Updates an account. Update Contact - Updates a contact. Update Case/Incident - Updates a Case/Incident. Update Lead - Updates a lead. Update Order - Updates a order. Limitations This integration only supports Microsoft Dynamics 365 Online version. On-premises installations are not supported, however you can use on-premise installations with webhooks . Custom lookup fields in Microsoft Dynamics 365 CRM may cause API errors if they do not include @odata.bind suffixin the property name. Clear your cache if you receive the error \"App received or responded with too much data\" error and can't load any test records. Templates View all of Microsoft Dynamics 365 CRM's templates . Use cases 6 ways to automate Microsoft Dynamics 365 CRM automation guide Your guide to Microsoft automation Add new Microsoft Dynamics contacts to Mailchimp 3 ways to automate your sales processes Boost company-wide efficiency with automation How to streamline sales with AI and automation Streamline work across departments with automation 4 ways to automate customer retention How to fill your tech stack gaps with automation Additional Microsoft Dynamics 365 CRM resources Zapier's Microsoft Dynamics 365 CRM integration page Microsoft Dynamics 365 CRM's Help Center Microsoft Dynamics 365 CRM's API documentation ", "error": null, "slug": "microsoft-dynamics-crm", "help_title": "How to get started with Microsoft Dynamics 365 CRM on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859920588173-How-to-get-started-with-Paperform-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859920588173-How-to-get-started-with-Paperform-on-Zapier", "title": "How to get started with Paperform on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Paperform app on Zapier, you must have: A Paperform API key generated from your account's Developer Settings page . At least one published form in your Paperform account to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Paperform How to get started with Paperform on Zapier Updated January 23, 2026 14:31 Paperform and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and create or update forms, products, and coupons. Prerequisites To use the Paperform app on Zapier, you must have: A Paperform API key generated from your account's Developer Settings page . At least one published form in your Paperform account to connect with Zapier. At least one form submission in your Paperform form to successfully test the Zapier trigger (the test will use data from your most recent submission). Connect Paperform to Zapier To create an app connection to Paperform on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Paperform . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Paperform API Key . Click Yes, Continue to Paperform . Your Paperform account is now successfully connected to Zapier. About Paperform's app", "text": "How to get started with Paperform on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Paperform How to get started with Paperform on Zapier Updated January 23, 2026 14:31 Paperform and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and create or update forms, products, and coupons. Prerequisites To use the Paperform app on Zapier, you must have: A Paperform API key generated from your account's Developer Settings page . At least one published form in your Paperform account to connect with Zapier. At least one form submission in your Paperform form to successfully test the Zapier trigger (the test will use data from your most recent submission). Connect Paperform to Zapier To create an app connection to Paperform on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Paperform . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Paperform API Key . Click Yes, Continue to Paperform . Your Paperform account is now successfully connected to Zapier. About Paperform's app Triggers, searches, and actions Triggers New Partial Form Submission - Triggers when a new partial submission is received for a form. (Instant) New Form Submission - Triggers when a new submission is received for a form. (Instant) Searches Find Form Field - Finds a form field by title. Find Product Form Field - Finds a product form field by title. Find Space - Finds a space by name. Find Form - Finds a form by title. Find Form Product - Finds a form product by name. Actions Create Form Coupon - Creates a new coupon on a form. Delete Form Partial Submission - Delete a partial form submission. Delete Form Submission - Delete a form submission. Create Space - Creates a new space. Update Form - Update a Form. Update Form Product - Updates a product on a form. Update Form Product Sold - Updates the sold amount of a product on a form. Delete Form Coupon - Delete a form coupon. Delete Form Product - Delete a form product. Create Form Product - Create a form product. Update Form Coupon - Updates a coupon on a form. Update Form Fields - Update a fields on a Form. Update Form Product Available Quantity - Updates the available quantity of a product on a form. Update Space - Updates a space. Find or Create Space - Finds a space by name. Find or Create Product - Finds a form product by name. Limitations The API is rate limited to prevent abuse, and exceeding the limits will result in a \"429 Too Many Requests\" response. When testing Zapier triggers, your form must have at least one submission as the test uses data from your most recent submission. Templates View all of Paperform's templates . Use cases 4 ways to automate Paperform with Zapier Additional Paperform resources Zapier's Paperform integration page Paperform's Help Center Paperform's API documentation ", "error": null, "slug": "paperform", "help_title": "How to get started with Paperform on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496064271373-How-to-get-started-with-BambooHR-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496064271373-How-to-get-started-with-BambooHR-on-Zapier", "title": "How to get started with BambooHR on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the BambooHR app on Zapier, you must have: A BambooHR account with access to create API keys . Sufficient permissions within BambooHR to access the \"API Keys\" option in the user menu (if you do not have this option, you may need to contact your BambooHR administrator). A paid Zapier plan. BambooHR is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources BambooHR How to get started with BambooHR on Zapier Updated April 10, 2026 17:03 BambooHR and Zapier connect to automate HR tasks. You can trigger workflows when employees start or request time off and create or update employee records. Available on plans: Free Professional Team Enterprise Prerequisites To use the BambooHR app on Zapier, you must have: A BambooHR account with access to create API keys . Sufficient permissions within BambooHR to access the \"API Keys\" option in the user menu (if you do not have this option, you may need to contact your BambooHR administrator). A paid Zapier plan. BambooHR is a premium app on Zapier. Connect BambooHR to Zapier To create an app connection to BambooHR on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BambooHR . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your BambooHR API key . Company domain : Enter your BambooHR subdomain (the text before .bamboohr.com in your browser's address bar). Click Yes, Continue to BambooHR . Your BambooHR account is now successfully connected to Zapier. About BambooHR's app", "text": "How to get started with BambooHR on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources BambooHR How to get started with BambooHR on Zapier Updated April 10, 2026 17:03 BambooHR and Zapier connect to automate HR tasks. You can trigger workflows when employees start or request time off and create or update employee records. Available on plans: Free Professional Team Enterprise Prerequisites To use the BambooHR app on Zapier, you must have: A BambooHR account with access to create API keys . Sufficient permissions within BambooHR to access the \"API Keys\" option in the user menu (if you do not have this option, you may need to contact your BambooHR administrator). A paid Zapier plan. BambooHR is a premium app on Zapier. Connect BambooHR to Zapier To create an app connection to BambooHR on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BambooHR . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your BambooHR API key . Company domain : Enter your BambooHR subdomain (the text before .bamboohr.com in your browser's address bar). Click Yes, Continue to BambooHR . Your BambooHR account is now successfully connected to Zapier. About BambooHR's app Triggers, searches, and actions Triggers New Employee Started - Triggers on a new employee's start date. (Polling) Changed Report - Triggers when a company report changes. Works best with reports sorted by a date field in descending order. (Polling ) New Time Off - Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to. (Polling) Updated Employee - Triggers when specific employee fields are updated. (Instant - This event starts a Zap instantly) New Employee - Triggers when a new employee is created. (Polling - Zapier checks for new data every 15 min on the Free plan) Terminated Employee - Triggers when an employee is terminated. (Instant - This event starts a Zap instantly) New Time Off Request - Triggers when a new time off request is created by an employee whose requests you're able to approve. (Polling - Zapier checks for new data every 15 min on the Free plan) New Updated Employee (Include Custom Fields Changes) - Triggers when an employee is updated (include custom fields changes). (Polling - Zapier checks for new data every 15 min on the Free plan) Searches Find or Create Employee - Finds an employee by searching. Find Employee - Finds an employee by searching. Actions Add Timesheet Clock Entries - Adds one or more timesheet clock entries for an employee. Get Summary of Who's Out - Get a summary of who's out of the office on a given date. Update Employee - Updates an existing employee. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Employee - Creates a new employee. Respond to Time Off Request - Approve, deny, or cancel a time off request. Upload Employee File - Uploads an Employee File. Limitations API requests can be throttled if BambooHR deems them to be too frequent, and implementations should always be ready for a 503 Service Unavailable response. Some actions require specific permission levels to use them (e.g., \"Respond to Time Off Request\" action can only be used by users who are able to approve time off requests). Templates View all of BambooHR's templates . Use cases 4 ways to automate BambooHR with Zapier How to automatically assign new BambooHR employees a Lessonly lesson Additional BambooHR resources Zapier's BambooHR integration page BambooHR's Help Center BambooHR's API documentation ", "error": null, "slug": "bamboohr", "help_title": "How to get started with BambooHR on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496048605581-Common-Problems-with-BambooHR-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496048605581-Common-Problems-with-BambooHR-on-Zapier", "title": "Common Problems with BambooHR on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with BambooHR on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources BambooHR Common Problems with BambooHR on Zapier Updated March 05, 2026 12:40 Does the BambooHR account need any special account permissions? Some actions require a certain level of permissions to use them. For example, the \"Respond to Time Off Request\" action can only be used by users who are able to approve time off requests. Here are some helpful articles from BambooHR that describe how to configure permissions: Creating Custom Access Levels: https://help.bamboohr.com/hc/en-us/articles/222006947 Managing Access Levels: https://help.bamboohr.com/hc/en-us/articles/216834217 Creating non-employee users: https://help.bamboohr.com/hc/en-us/articles/115009157147-Hints-Tips-Create-Non-Employee-Users ", "error": null, "slug": "bamboohr", "help_title": "Common Problems with BambooHR on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860178883981-How-to-get-started-with-WhatConverts-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860178883981-How-to-get-started-with-WhatConverts-on-Zapier", "title": "How to get started with WhatConverts on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the WhatConverts app on Zapier, you must have: An active WhatConverts account. API access enabled in your WhatConverts account. You need to generate API Token and API Secret from the Integrations section. Access to either Master Integrations (for agency accounts) or Profile Integrations (for individual business accounts) within your WhatConverts dashboard.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM WhatConverts How to get started with WhatConverts on Zapier Updated March 31, 2026 16:19 WhatConverts and Zapier connect to track leads from calls, forms, and chats. You can trigger actions when new leads arrive and create leads from other apps. Prerequisites To use the WhatConverts app on Zapier, you must have: An active WhatConverts account. API access enabled in your WhatConverts account. You need to generate API Token and API Secret from the Integrations section. Access to either Master Integrations (for agency accounts) or Profile Integrations (for individual business accounts) within your WhatConverts dashboard. Connect WhatConverts to Zapier To create an app connection to WhatConverts on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WhatConverts . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Token : Enter your WhatConverts API Token . - API Secret : Enter your WhatConverts API Secret . Click Yes, Continue to WhatConverts . Your WhatConverts account is now successfully connected to Zapier. About WhatConverts's app", "text": "How to get started with WhatConverts on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM WhatConverts How to get started with WhatConverts on Zapier Updated March 31, 2026 16:19 WhatConverts and Zapier connect to track leads from calls, forms, and chats. You can trigger actions when new leads arrive and create leads from other apps. Prerequisites To use the WhatConverts app on Zapier, you must have: An active WhatConverts account. API access enabled in your WhatConverts account. You need to generate API Token and API Secret from the Integrations section. Access to either Master Integrations (for agency accounts) or Profile Integrations (for individual business accounts) within your WhatConverts dashboard. Connect WhatConverts to Zapier To create an app connection to WhatConverts on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select WhatConverts . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Token : Enter your WhatConverts API Token . - API Secret : Enter your WhatConverts API Secret . Click Yes, Continue to WhatConverts . Your WhatConverts account is now successfully connected to Zapier. About WhatConverts's app Triggers, searches, and actions Triggers New Lead (Instant) - Triggers when a new lead is received. Updated Lead (Instant) - Triggers when a lead is updated. Searches Find Lead - Find an existing lead. Find or Create Lead - Find or Create Lead. Actions Create Export - Create a new leads export. Update Lead - Update a lead. Create Lead - Create a new lead. Limitations Profile API keys are limited to 1,000 requests per day. Master Account API keys are limited to 10,000 requests per day. Rate limiting allows only 1 request per millisecond and up to 20 concurrent requests. Templates View all of WhatConverts's templates . Use cases Easily get text alerts for your WhatConverts leads Additional WhatConverts resources Zapier's WhatConverts integration page WhatConverts's Help Center WhatConverts's API documentation ", "error": null, "slug": "whatconverts", "help_title": "How to get started with WhatConverts on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495963267725-Common-Problems-With-Box", "final_url": "https://help.zapier.com/hc/en-us/articles/8495963267725-Common-Problems-With-Box", "title": "Common Problems With Box", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems With Box &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Box Common Problems With Box Updated March 05, 2026 12:40 Files Suddenly Stop Triggering When we pull files for a folder from box we only pull the top 100 items. Box's API is setup in such a way that we have no control over the sort order while the end user does. This means an incorrect sort order setting could lead to us missing items that occur outside of the top 100. Yikes! Here's what you can do to avoid this problem: Login to your Box account Click on the folder you'll be syncing items from Near the top right corner you'll find the option to sort by Now select the sort order that fits your needs. For the most part you'll want to sort by date in descending order. So click on Date and make sure the tiny white arrow next to it is pointing down. If it is pointing up (ascending order) click again to switch to descending. Navigate away from this page and return to be sure that the sort order change was saved. Now you should be able to get items that slide outside of our retrieval window. Cannot Connect with Enterprise Box Account For enterprise Box users, when Zapier sends you to login to your Box account, you should enter your email address (without your password) and click the login button. This will redirect you to your usual single sign on page, where you can login like normal. ", "error": null, "slug": "box", "help_title": "Common Problems With Box"}
{"url": "https://help.zapier.com/hc/en-us/articles/39823223525261-How-to-get-started-with-Mailparser-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39823223525261-How-to-get-started-with-Mailparser-on-Zapier", "title": "How to get started with Mailparser on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Mailparser app on Zapier, you must have: An active Mailparser account. At least one configured Mailparser inbox with parsing rules set up to extract data from emails. Access to the Mailparser webhook integration settings within your Mailparser account to create a Zapier integration.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Mailparser How to get started with Mailparser on Zapier Updated September 26, 2025 11:23 Mailparser and Zapier connect to automate email parsing. You can trigger when emails are parsed and create contacts or update spreadsheets. Prerequisites To use the Mailparser app on Zapier, you must have: An active Mailparser account. At least one configured Mailparser inbox with parsing rules set up to extract data from emails. Access to the Mailparser webhook integration settings within your Mailparser account to create a Zapier integration. Connect Mailparser to Zapier To create an app connection to MailParser on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MailParser . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Email : Enter your MailParser account email address . Password : Enter your MailParser account password . Click Yes, Continue to MailParser . Your MailParser account is now successfully connected to Zapier. About Mailparser's app", "text": "How to get started with Mailparser on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Mailparser How to get started with Mailparser on Zapier Updated September 26, 2025 11:23 Mailparser and Zapier connect to automate email parsing. You can trigger when emails are parsed and create contacts or update spreadsheets. Prerequisites To use the Mailparser app on Zapier, you must have: An active Mailparser account. At least one configured Mailparser inbox with parsing rules set up to extract data from emails. Access to the Mailparser webhook integration settings within your Mailparser account to create a Zapier integration. Connect Mailparser to Zapier To create an app connection to MailParser on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MailParser . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Email : Enter your MailParser account email address . Password : Enter your MailParser account password . Click Yes, Continue to MailParser . Your MailParser account is now successfully connected to Zapier. About Mailparser's app Triggers, searches, and actions Triggers New Email Parsed (One Request Per Row) - Triggers when a new email is parsed in an inbox, and create one request for each row if the result contains a tabular result. (Instant) New Email Parsed (One Request Per Email) - Triggers when a new email is parsed in an inbox, and create one request for one email. (Instant) Searches No searches available Actions No actions available Limitations Pricing is based on the number of processed emails per month and number of inboxes created . Limited to 1,000 webhook payloads per email . If you have more than 800 rows in your email or attachment, data splitting is recommended before import. Each Mailparser inbox has a limit of 15 integrations per inbox . Templates View all of Mailparser's templates . Use cases 5 ways to automate Mailparser with Zapier How to automate your inbox with an email parser Additional Mailparser resources Zapier's Mailparser integration page Mailparser's Help Center Mailparser's API documentation ", "error": null, "slug": "mailparser", "help_title": "How to get started with Mailparser on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495917677325-How-to-get-started-with-Box-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495917677325-How-to-get-started-with-Box-on-Zapier", "title": "How to get started with Box on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Box app on Zapier, you must have: An active Box account (available on all Box plans including the free Individual plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Box How to get started with Box on Zapier Updated October 30, 2025 16:56 Box and Zapier connect to automate your file management. You can trigger actions when new files are added and upload files or create folders. Prerequisites To use the Box app on Zapier, you must have: An active Box account (available on all Box plans including the free Individual plan). Connect Box to Zapier To create an app connection to Box on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Box . Click Add connection . A new browser tab or window will open. Log into Box to authenticate. Grant Zapier permission to access your account if prompted to. Your Box account is now successfully connected to Zapier. About Box's app", "text": "How to get started with Box on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Box How to get started with Box on Zapier Updated October 30, 2025 16:56 Box and Zapier connect to automate your file management. You can trigger actions when new files are added and upload files or create folders. Prerequisites To use the Box app on Zapier, you must have: An active Box account (available on all Box plans including the free Individual plan). Connect Box to Zapier To create an app connection to Box on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Box . Click Add connection . A new browser tab or window will open. Log into Box to authenticate. Grant Zapier permission to access your account if prompted to. Your Box account is now successfully connected to Zapier. About Box's app Triggers, searches, and actions Triggers New Comment (Polling) - Triggers when someone comments on a file in a folder you own/collaborate on New File (Polling) - Triggers when you add a new file to a folder Task Assigned to You (Polling) - Triggered when you are assigned a task Event (Polling) - Triggers when a new event is performed (this is the activity stream) New Folder (Polling) - Triggers when you add a new folder Searches Find a File - Search for a specific file by name Find a Folder - Search for a specific folder by name Actions Add Comment to File - Adds a comment to a file Create Folder - Creates a brand new folder at the path you specify Create Text File - Creates a brand new text (.txt) file from plain text content you specify Add User as Collaborator - Adds an individual user as a collaborator on a folder Upload File - Copy an already-existing file from another service to Box Move/Copy File - Moves or copies a file from one folder to another Add Task to File - Adds a task to a file Limitations Box API rate limits apply . 1000 API requests per minute per user for general calls, 240 file upload requests per minute per user, and 6 searches per second per use. Enterprise Box accounts have licensing-based API call limits per month that could affect integration usage. Files may suddenly stop triggering if folder sort order is incorrect, requiring manual adjustment in Box to sort by date in descending order. Templates View all of Box's templates . Use cases 4 ways to automate Box Additional Box resources Zapier's Box integration page Box's Help Center Box's API documentation ", "error": null, "slug": "box", "help_title": "How to get started with Box on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859379060365-How-to-get-started-with-Customer-io-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859379060365-How-to-get-started-with-Customer-io-on-Zapier", "title": "How to get started with Customer.io on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Customer.io app on Zapier, you must have: An active Customer.io account with at least the Essentials plan. Access to your Customer.io workspace with Account Admin or Member permissions that include \" Manage API credentials \" permission. Customer.io Track API credentials (Site ID and API Key) from your workspace settings under Account Settings API Credentials.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Customer.io How to get started with Customer.io on Zapier Updated January 23, 2026 15:21 Customer.io and Zapier connect to automate customer data. You can create or update people from form responses and track events from app activities. Prerequisites To use the Customer.io app on Zapier, you must have: An active Customer.io account with at least the Essentials plan. Access to your Customer.io workspace with Account Admin or Member permissions that include \" Manage API credentials \" permission. Customer.io Track API credentials (Site ID and API Key) from your workspace settings under Account Settings API Credentials. Connect Customer.io to Zapier To create an app connection to Customer.io on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Customer.io . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Site ID : Enter your Site ID from your Customer.io Track API credentials. Tracking API Key : Enter your API Key from your Customer.io Track API credentials. Click Yes, Continue to Customer.io . Your Customer.io account is now successfully connected to Zapier. About Customer.io's app", "text": "How to get started with Customer.io on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Customer.io How to get started with Customer.io on Zapier Updated January 23, 2026 15:21 Customer.io and Zapier connect to automate customer data. You can create or update people from form responses and track events from app activities. Prerequisites To use the Customer.io app on Zapier, you must have: An active Customer.io account with at least the Essentials plan. Access to your Customer.io workspace with Account Admin or Member permissions that include \" Manage API credentials \" permission. Customer.io Track API credentials (Site ID and API Key) from your workspace settings under Account Settings API Credentials. Connect Customer.io to Zapier To create an app connection to Customer.io on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Customer.io . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Site ID : Enter your Site ID from your Customer.io Track API credentials. Tracking API Key : Enter your API Key from your Customer.io Track API credentials. Click Yes, Continue to Customer.io . Your Customer.io account is now successfully connected to Zapier. About Customer.io's app Triggers, searches, and actions Triggers No triggers available for Customer.io. Searches No searches available for Customer.io. Actions Create or Update a Person - Creates a new person. If the person already exists, it will be updated. Create Event - Creates an event. Create Anonymous Event - Creates an anonymous event. Limitations People must have unique IDs as each person in Customer.io is identified by a unique ID attribute, and IDs cannot be changed later. Track API has a rate limit of 3000 requests per 3 seconds for both active data integrations and historical backfill scripts. Templates View all of Customer.io's templates . Use cases 4 ways to automate Customer.io Use Customer.io to Automate Your Customer Lifecycle Messages Additional Customer.io resources Zapier's Customer.io integration page Customer.io's Help Center Customer.io's API documentation ", "error": null, "slug": "customerio", "help_title": "How to get started with Customer.io on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/16901248730637-How-to-get-started-with-Google-Analytics-4-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/16901248730637-How-to-get-started-with-Google-Analytics-4-on-Zapier", "title": "How to get started with Google Analytics 4 on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Analytics 4 app on Zapier, you must have: A Google Analytics 4 account . A GA4 property with a data stream configured.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Google Analytics 4 How to get started with Google Analytics 4 on Zapier Updated May 12, 2026 11:48 Google Analytics 4 and Zapier connect to automate your analytics workflows. You can send events to GA4 and track user interactions across your apps. Prerequisites To use the Google Analytics 4 app on Zapier, you must have: A Google Analytics 4 account . A GA4 property with a data stream configured. Connect Google Analytics 4 to Zapier To create an app connection to Google Analytics 4 on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Analytics 4 . Click Add connection . A new browser tab or window will open. Log into Google and grant Zapier permission to access your Google Analytics account. Your Google Analytics 4 account is now successfully connected to Zapier. About Google Analytics 4's app", "text": "How to get started with Google Analytics 4 on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Google Analytics 4 How to get started with Google Analytics 4 on Zapier Updated May 12, 2026 11:48 Google Analytics 4 and Zapier connect to automate your analytics workflows. You can send events to GA4 and track user interactions across your apps. Prerequisites To use the Google Analytics 4 app on Zapier, you must have: A Google Analytics 4 account . A GA4 property with a data stream configured. Connect Google Analytics 4 to Zapier To create an app connection to Google Analytics 4 on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Analytics 4 . Click Add connection . A new browser tab or window will open. Log into Google and grant Zapier permission to access your Google Analytics account. Your Google Analytics 4 account is now successfully connected to Zapier. About Google Analytics 4's app Triggers, searches, and actions Triggers New Conversion Event (Polling) - Triggers when a new conversion event is created. Searches Find Conversion - Finds a conversion based on ID. Actions Create Measurement - Creates a new measurement property secret. Send Measurement Events for an Application - Sends measurement events for a given application. Create Conversion Event for a Property - Creates a new conversion event for a property. Run Report for a Property - Runs a report for a property. API Request (Beta) - Makes a raw HTTP request with the integration's authentication. Templates View all of Google Analytics 4's templates Use cases How to automate Google Analytics 4 Additional Google Analytics 4 resources Zapier's Google Analytics 4 integration page Google Analytics 4 Help Center ", "error": null, "slug": "google-analytics-4", "help_title": "How to get started with Google Analytics 4 on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859850101773-How-to-get-started-with-Mailgun-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859850101773-How-to-get-started-with-Mailgun-on-Zapier", "title": "How to get started with Mailgun on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Mailgun app on Zapier, you must have: An active Mailgun account (free plan available with 100 emails/day limit). A verified custom domain or subdomain configured in your Mailgun account with proper DNS records (TXT records for SPF and DKIM, MX records, and CNAME record for tracking). Your Mailgun API key (Primary Account API key ) which can be found in Account Settings API Keys in your Mailgun dashboard. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Mailgun How to get started with Mailgun on Zapier Updated August 10, 2026 10:41 Mailgun and Zapier connect to automate email workflows. You can trigger actions when emails bounce or are delivered and send emails or manage mailing lists. Prerequisites To use the Mailgun app on Zapier, you must have: An active Mailgun account (free plan available with 100 emails/day limit). A verified custom domain or subdomain configured in your Mailgun account with proper DNS records (TXT records for SPF and DKIM, MX records, and CNAME record for tracking). Your Mailgun API key (Primary Account API key ) which can be found in Account Settings API Keys in your Mailgun dashboard. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Mailgun instance requires IP allowlisting. Connect Mailgun to Zapier To create an app connection to Mailgun on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mailgun . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Private API Key : Enter your Mailgun private API key . API Region : Select the region your domain is hosted on within Mailgun. Domain : Enter your Mailgun domain . Click Yes, Continue to Mailgun . Your Mailgun account is now successfully connected to Zapier. About Mailgun's app Triggers, searches, and actions Triggers New Log Data (Polling) - Triggers when new log entries are found in Mailgun. Because this trigger uses polling, multiple log entries may be returned at once during each polling interval. New Bounce Event (Instant) - Triggers when an email permanently or temporarily fails in Mailgun. New Delivery Event (Instant) - Triggers when an email is successfully delivered in Mailgun. New Inbound Email via Route (Instant) - Triggers when an incoming email matches a Mailgun route. Automatically creates a route in Mailgun to forward emails to Zapier. Use Zapier Filters and Paths to process emails based on sender, subject, or content. New Unsubscribe Event (Instant) -", "text": "How to get started with Mailgun on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Mailgun How to get started with Mailgun on Zapier Updated August 10, 2026 10:41 Mailgun and Zapier connect to automate email workflows. You can trigger actions when emails bounce or are delivered and send emails or manage mailing lists. Prerequisites To use the Mailgun app on Zapier, you must have: An active Mailgun account (free plan available with 100 emails/day limit). A verified custom domain or subdomain configured in your Mailgun account with proper DNS records (TXT records for SPF and DKIM, MX records, and CNAME record for tracking). Your Mailgun API key (Primary Account API key ) which can be found in Account Settings API Keys in your Mailgun dashboard. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Mailgun instance requires IP allowlisting. Connect Mailgun to Zapier To create an app connection to Mailgun on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mailgun . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Private API Key : Enter your Mailgun private API key . API Region : Select the region your domain is hosted on within Mailgun. Domain : Enter your Mailgun domain . Click Yes, Continue to Mailgun . Your Mailgun account is now successfully connected to Zapier. About Mailgun's app Triggers, searches, and actions Triggers New Log Data (Polling) - Triggers when new log entries are found in Mailgun. Because this trigger uses polling, multiple log entries may be returned at once during each polling interval. New Bounce Event (Instant) - Triggers when an email permanently or temporarily fails in Mailgun. New Delivery Event (Instant) - Triggers when an email is successfully delivered in Mailgun. New Inbound Email via Route (Instant) - Triggers when an incoming email matches a Mailgun route. Automatically creates a route in Mailgun to forward emails to Zapier. Use Zapier Filters and Paths to process emails based on sender, subject, or content. New Unsubscribe Event (Instant) - Triggers when a recipient unsubscribes in Mailgun. New Alert (Instant) - Triggers when a Mailgun alert occurs. Validation alerts (e.g., bulk validation job completed, validation previews) are available on all plans. Deliverability alerts (e.g., IP or domain blocklist changes, reputation shifts) require an Optimize plan. New Complaint Event (Instant) - Triggers when a recipient reports an email as spam in Mailgun. New Failed Delivery Event (Instant) - Triggers when an email fails to deliver in Mailgun. New Open/Click Event (Instant) - Triggers when a recipient opens an email or clicks a tracked link in Mailgun. New List (Polling) - Triggered when a new mailing list is added to your account. Searches No search actions are available for Mailgun. Actions Bulk Email Validation - Upload a CSV (with an \"email\" header) and start a bulk validation job using Mailgun V4 API. Get Bulk Validation Results - Retrieves completed bulk validation job results using the job identifier for automated result processing. Validate Email - Validates an email address using Mailgun's validation service and returns comprehensive deliverability results. Send Email - Sends an email using your Mailgun account. Add Mailing List Member - Adds a new member to a mailing list in Mailgun. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate Limits apply. Mailgun has rate limits in place to protect their system. Rate limit exceeded errors (HTTP 429) may occur and require retry with exponential backoff. Templates View all of Mailgun's templates . Use cases 6 ways to automate Mailgun The ultimate guide to selling downloads with Zapier Additional Mailgun resources Zapier's Mailgun integration page Mailgun's Help Center Mailgun's API documentation ", "error": null, "slug": "mailgun", "help_title": "How to get started with Mailgun on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495991733517-Common-Problems-with-Amazon-S3", "final_url": "https://help.zapier.com/hc/en-us/articles/8495991733517-Common-Problems-with-Amazon-S3", "title": "Common Problems with Amazon S3", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Amazon S3 Common Problems with Amazon S3 Updated March 05, 2026 12:40 I want to add files to a folder In Amazon S3, folders are designated by the key name. For example, if you upload a file with the key images/sample1.jpg then it will show in the Amazon S3 console as a file sample1.jpg inside a folder images . Some of my Buckets are not Showing up as an Option in my Action Zapier intentionally filters out buckets with capital letters in their name. Renaming a bucket to all lower case letters will make the bucket show up. Technical Details: Buckets with uppercase letters in the name can't be accessed via the S3 API, so Zapier filters them out. Info on why uppercase letters are a problem can be found in the answer to \"Some of the results for New Bucket trigger do not have a URL\" Some of the Results for New Bucket Trigger do not have a URL This behavior is intentional. S3 bucket names are case sensitive. Unfortunately, URLs are not. Trying to access MyBucket.s3.amazonaws.com will actually access mybucket.s3.amazonaws.com . Due to this mismatch, there is no URL by which you can access a bucket with capital letters in the name, so we set the URL for these buckets to be empty. I Can't Add to a Specific Bucket (400 error) Is your bucket in a different region than the one you selected when connecting your S3 account to Zapier? If so, you will need to reconnect and select the matching region. Note that often (depending on the security policy of the S3 account you have connected to Zapier), we are able to see buckets from regions other than the selected region, but we are not able to interact with them. For example, if you have a bucket in US East (Ohio) (which is us-east-2 ), you may be able to select that bucket in a drop-down, but if you selected us-east-1 when you connected your account, we won't be able to upload files to that bucket. AWS has documentation on their region names here if you aren't sure which numerical region your bucket resides in: https://docs.aws.amazon.com/general/latest/gr/rande.html#s3_region If you are still having trouble after this, please drop us an email so we can troubleshoot further with you!", "text": "Common Problems with Amazon S3 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Amazon S3 Common Problems with Amazon S3 Updated March 05, 2026 12:40 I want to add files to a folder In Amazon S3, folders are designated by the key name. For example, if you upload a file with the key images/sample1.jpg then it will show in the Amazon S3 console as a file sample1.jpg inside a folder images . Some of my Buckets are not Showing up as an Option in my Action Zapier intentionally filters out buckets with capital letters in their name. Renaming a bucket to all lower case letters will make the bucket show up. Technical Details: Buckets with uppercase letters in the name can't be accessed via the S3 API, so Zapier filters them out. Info on why uppercase letters are a problem can be found in the answer to \"Some of the results for New Bucket trigger do not have a URL\" Some of the Results for New Bucket Trigger do not have a URL This behavior is intentional. S3 bucket names are case sensitive. Unfortunately, URLs are not. Trying to access MyBucket.s3.amazonaws.com will actually access mybucket.s3.amazonaws.com . Due to this mismatch, there is no URL by which you can access a bucket with capital letters in the name, so we set the URL for these buckets to be empty. I Can't Add to a Specific Bucket (400 error) Is your bucket in a different region than the one you selected when connecting your S3 account to Zapier? If so, you will need to reconnect and select the matching region. Note that often (depending on the security policy of the S3 account you have connected to Zapier), we are able to see buckets from regions other than the selected region, but we are not able to interact with them. For example, if you have a bucket in US East (Ohio) (which is us-east-2 ), you may be able to select that bucket in a drop-down, but if you selected us-east-1 when you connected your account, we won't be able to upload files to that bucket. AWS has documentation on their region names here if you aren't sure which numerical region your bucket resides in: https://docs.aws.amazon.com/general/latest/gr/rande.html#s3_region If you are still having trouble after this, please drop us an email so we can troubleshoot further with you! ", "error": null, "slug": "amazon-s3", "help_title": "Common Problems with Amazon S3"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495975707277-Common-Problems-With-Pardot", "final_url": "https://help.zapier.com/hc/en-us/articles/8495975707277-Common-Problems-With-Pardot", "title": "Common Problems With Pardot", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Pardot Common Problems With Pardot Updated May 13, 2024 15:55 Error: Invalid Campaign ID Make sure you’re using the Campaign ID and not the Campaign Name in this field here: You can find the ID by opening up the campaign in Pardot. With that open, take a look at the URL. You’ll see something that looks like this: https://pi.pardot.com/campaign/read/id/811 The ID would be the number at the end, so in this example, you’d want to enter “811” in the Campaign ID field. Error: This API user lacks sufficient permissions for the requested operation Pardot requires that you are an admin to perform certain actions. You can see permissions for your users here: https://pi.pardot.com/user You’ll need to upgrade your user’s role to Admin, then reconnect the account to Zapier and try again.", "text": "Common Problems With Pardot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Pardot Common Problems With Pardot Updated May 13, 2024 15:55 Error: Invalid Campaign ID Make sure you’re using the Campaign ID and not the Campaign Name in this field here: You can find the ID by opening up the campaign in Pardot. With that open, take a look at the URL. You’ll see something that looks like this: https://pi.pardot.com/campaign/read/id/811 The ID would be the number at the end, so in this example, you’d want to enter “811” in the Campaign ID field. Error: This API user lacks sufficient permissions for the requested operation Pardot requires that you are an admin to perform certain actions. You can see permissions for your users here: https://pi.pardot.com/user You’ll need to upgrade your user’s role to Admin, then reconnect the account to Zapier and try again. ", "error": null, "slug": "pardot", "help_title": "Common Problems With Pardot"}
{"url": "https://help.zapier.com/hc/en-us/articles/11501030904461-Use-Web-Parser-to-extract-data-from-web-pages", "final_url": "https://help.zapier.com/hc/en-us/articles/11501030904461-Use-Web-Parser-to-extract-data-from-web-pages", "title": "Use Web Parser to extract data from web pages", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use Web Parser to extract data from web pages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Use Web Parser to extract data from web pages Updated March 31, 2026 16:22 If you have an article or blog post that you want to extract data from, you can use Web Parser by Zapier. Web Parser can extract data such as page titles, content, authors, and lead images. Zapier uses Postlight’s parser to parse website data. Choose your app and event In the Zap editor: In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select Web Parser by Zapier . Click the Action event dropdown menu and select Parse Webpage . Click Continue . Set up your web parser action In the URL to parse field, enter the URL of the article you wish to extract content from. Click the Content type dropdown menu and select your content format . HTML: formatted text that uses the HTML markup language. This is the default. Markdown: formatted text that uses the Markdown markup language. Plain text: unformatted text. Optional: Click the Continue on failure dropdown menu. If you select True , the Web Parser step will always be a success even if it can’t parse the web page. If you select False , this step will halt if the web page can’t be parsed. If a later step uses data from the Web Parser step, the later step won’t run. Test your web parser action If the URL you provided is valid, the step will return data for the following fields if they exist: Title: the name or headline of the page Lead image URL Author: Content: the main body of the page Date published Dek: the page subheading Next page URL Excerpt Note Not all web pages will contain data for each field listed above. If no data was received for a field, the Zap will return a null value. If you see an error, Web Parser was unable to parse the web page. Tip You can add a Formatter step to transform text to other formats. Once you’ve finished your Web Parser by Zapier action, you can continue setting up the rest of your Zap. ", "error": null, "slug": "web-parser-by-zapier", "help_title": "Use Web Parser to extract data from web pages"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495975650445-How-to-get-started-with-Pardot-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495975650445-How-to-get-started-with-Pardot-on-Zapier", "title": "How to get started with Pardot on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Pardot app on Zapier, you must have: A paid Zapier plan. Pardot is a premium app on Zapier. A Salesforce org with Account Engagement (Pardot) enabled and properly configured. An SSO-enabled Salesforce user who can log in to pi.pardot.com using \"Log In with Salesforce\" or access Account Engagement using the Account Engagement Lightning App. Proper user permissions in Salesforce, including either the Account Engagement User, Sales Cloud User, Service Cloud User, or CRM User permission set license assigned to the user.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Pardot How to get started with Pardot on Zapier Updated April 10, 2026 17:03 Pardot and Zapier connect to automate your marketing work. You can trigger actions when new prospects are added or forms are submitted and create or update prospect records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Pardot app on Zapier, you must have: A paid Zapier plan. Pardot is a premium app on Zapier. A Salesforce org with Account Engagement (Pardot) enabled and properly configured. An SSO-enabled Salesforce user who can log in to pi.pardot.com using \"Log In with Salesforce\" or access Account Engagement using the Account Engagement Lightning App. Proper user permissions in Salesforce, including either the Account Engagement User, Sales Cloud User, Service Cloud User, or CRM User permission set license assigned to the user. Connect Pardot to Zapier To create an app connection to Pardot on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pardot . Click Add connection . A Connect an Account page will open in a new browser tab or window will open. Complete the following fields: Salesforce Environment : Select your environment you want to connect to. Pardot Business Unit ID : Enter your Account Engagement Business ID (begins with \"0Uv\" and is 18 characters long). Learn more about finding Salesforce Account Engagement Business ID . API Version : Select the Pardot API you wish to use. Version 4 is the recommended and most common choice. Select this option if you are unsure which version to use. Version 3 is for older Pardot or Salesforce accounts that have not enabled the \" Allow Multiple Prospects with the Same Email Address (AMPSEA) \" feature. Log into Pardot to authenticate. Grant Zapier permission to access your account if prompted to. Your Pardot account is now successfully connected to Zapier. About Pardot's app", "text": "How to get started with Pardot on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Pardot How to get started with Pardot on Zapier Updated April 10, 2026 17:03 Pardot and Zapier connect to automate your marketing work. You can trigger actions when new prospects are added or forms are submitted and create or update prospect records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Pardot app on Zapier, you must have: A paid Zapier plan. Pardot is a premium app on Zapier. A Salesforce org with Account Engagement (Pardot) enabled and properly configured. An SSO-enabled Salesforce user who can log in to pi.pardot.com using \"Log In with Salesforce\" or access Account Engagement using the Account Engagement Lightning App. Proper user permissions in Salesforce, including either the Account Engagement User, Sales Cloud User, Service Cloud User, or CRM User permission set license assigned to the user. Connect Pardot to Zapier To create an app connection to Pardot on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pardot . Click Add connection . A Connect an Account page will open in a new browser tab or window will open. Complete the following fields: Salesforce Environment : Select your environment you want to connect to. Pardot Business Unit ID : Enter your Account Engagement Business ID (begins with \"0Uv\" and is 18 characters long). Learn more about finding Salesforce Account Engagement Business ID . API Version : Select the Pardot API you wish to use. Version 4 is the recommended and most common choice. Select this option if you are unsure which version to use. Version 3 is for older Pardot or Salesforce accounts that have not enabled the \" Allow Multiple Prospects with the Same Email Address (AMPSEA) \" feature. Log into Pardot to authenticate. Grant Zapier permission to access your account if prompted to. Your Pardot account is now successfully connected to Zapier. About Pardot's app Triggers, searches, and actions Triggers New Form Submission - Triggers when a form is submitted. (Polling) Prospect Added to List - Triggers when a Prospect is added to a list. (Polling) New Prospect - Triggers when a new Prospect is synced to Pardot. (Polling) New or Updated Prospect - Triggers when a Prospect is created or updated in Pardot. (Polling) Searches Find Prospect - Finds an existing prospect by email address. Actions Add Prospect to List - Adds an existing prospect to a list. Remove Prospect From List - Removes an existing prospect from a list. Update Prospect - Updates an existing prospect. Create Prospect - Creates a new Prospect record within Pardot. Send List Email - Creates and sends a list email. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Find or Create Prospect - Find or Create Prospect. Limitations Daily API call limits apply . The API supports up to five concurrent connections and daily call limits depend on your Pardot edition (Growth: 25,000 calls per day). You must use the Campaign ID (not the Campaign Name) when referencing campaigns in Zapier. Templates View all of Pardot's templates . Use cases 5 ways to automate Pardot Additional Pardot resources Zapier's Pardot integration page Pardot's Help Center Pardot's API documentation ", "error": null, "slug": "pardot", "help_title": "How to get started with Pardot on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495975749005-How-to-get-started-with-Amazon-S3-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495975749005-How-to-get-started-with-Amazon-S3-on-Zapier", "title": "How to get started with Amazon S3 on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Amazon S3 app on Zapier, you must have: An active AWS account (free tier or paid). At least one S3 bucket created in your AWS account with global access. A dedicated IAM user created specifically for Zapier with appropriate S3 permissions. AWS Access Key ID and AWS Secret Access Key for the IAM user. A paid Zapier plan. Amazon S3 is a premium app on Zapier. Add a bucket to Amazon S3 In your AWS Dashboard , click the S3 logo . Check you are in the AWS region where you want to create the bucket. Click Create Bucket . Enter your Bucket Name. S3 bucket names must be unique across all AWS accounts in all the AWS Regions within a partition. Learn more about bucket naming rules . Scroll down the page. If you're unsure which options to select, leave the default settings Click Create bucket . Add a Zapier as an IAM user Add a new Zapier user via IAM (Identity and Access Management) with only permission to use Amazon S3 and give Zapier those AWS security credentials. The specific permissions you'll need in the IAM policy depend on the tasks you want Zapier to perform with your Amazon S3 data In addition to granting the appropriate IAM policy, you may also need to grant access at the bucket level. Learn more about: Creating an IAM user for workloads IAM policies and bucket policies Example This is a sample policy for a Zapier user with limited access. This policy allows Zapier to: List all of your buckets. View the contents of a specific bucket Retrieve objects ", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Amazon S3 How to get started with Amazon S3 on Zapier Updated April 21, 2026 12:06 Amazon S3 and Zapier connect to automate file storage. You can trigger actions when files are added or updated and upload files or create buckets. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon S3 app on Zapier, you must have: An active AWS account (free tier or paid). At least one S3 bucket created in your AWS account with global access. A dedicated IAM user created specifically for Zapier with appropriate S3 permissions. AWS Access Key ID and AWS Secret Access Key for the IAM user. A paid Zapier plan. Amazon S3 is a premium app on Zapier. Add a bucket to Amazon S3 In your AWS Dashboard , click the S3 logo . Check you are in the AWS region where you want to create the bucket. Click Create Bucket . Enter your Bucket Name. S3 bucket names must be unique across all AWS accounts in all the AWS Regions within a partition. Learn more about bucket naming rules . Scroll down the page. If you're unsure which options to select, leave the default settings Click Create bucket . Add a Zapier as an IAM user Add a new Zapier user via IAM (Identity and Access Management) with only permission to use Amazon S3 and give Zapier those AWS security credentials. The specific permissions you'll need in the IAM policy depend on the tasks you want Zapier to perform with your Amazon S3 data In addition to granting the appropriate IAM policy, you may also need to grant access at the bucket level. Learn more about: Creating an IAM user for workloads IAM policies and bucket policies Example This is a sample policy for a Zapier user with limited access. This policy allows Zapier to: List all of your buckets. View the contents of a specific bucket Retrieve objects from a bucket. This policy allows Zapier to trigger any new objects added to your S3 bucket. However, it does not grant permissions for any Amazon S3 actions that modify your data. { \"Version\": \"2012-10-17\", \"Statement\": [ { \"Effect\": \"Allow\", \"Action\": [ \"s3:ListAllMyBuckets\", \"s3:GetBucketLocation\" ], \"Resource\": \"arn:aws:s3:::*\" }, { \"Effect\": \"Allow\", \"Action\": [ \"s3:ListBucket\" ], \"Resource\": \"arn:aws:s3:::EXAMPLE-BUCKET-NAME\" }, { \"Effect\": \"Allow\", \"Action\": [ \"s3:GetObject\", \"s3:GetObjectAttributes\" ], \"Resource\": \"arn:aws:s3:::EXAMPLE-BUCKET-NAME/*\" } ] } Connect Amazon S3 to Z", "text": "How to get started with Amazon S3 on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Amazon S3 How to get started with Amazon S3 on Zapier Updated April 21, 2026 12:06 Amazon S3 and Zapier connect to automate file storage. You can trigger actions when files are added or updated and upload files or create buckets. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon S3 app on Zapier, you must have: An active AWS account (free tier or paid). At least one S3 bucket created in your AWS account with global access. A dedicated IAM user created specifically for Zapier with appropriate S3 permissions. AWS Access Key ID and AWS Secret Access Key for the IAM user. A paid Zapier plan. Amazon S3 is a premium app on Zapier. Add a bucket to Amazon S3 In your AWS Dashboard , click the S3 logo . Check you are in the AWS region where you want to create the bucket. Click Create Bucket . Enter your Bucket Name. S3 bucket names must be unique across all AWS accounts in all the AWS Regions within a partition. Learn more about bucket naming rules . Scroll down the page. If you're unsure which options to select, leave the default settings Click Create bucket . Add a Zapier as an IAM user Add a new Zapier user via IAM (Identity and Access Management) with only permission to use Amazon S3 and give Zapier those AWS security credentials. The specific permissions you'll need in the IAM policy depend on the tasks you want Zapier to perform with your Amazon S3 data In addition to granting the appropriate IAM policy, you may also need to grant access at the bucket level. Learn more about: Creating an IAM user for workloads IAM policies and bucket policies Example This is a sample policy for a Zapier user with limited access. This policy allows Zapier to: List all of your buckets. View the contents of a specific bucket Retrieve objects from a bucket. This policy allows Zapier to trigger any new objects added to your S3 bucket. However, it does not grant permissions for any Amazon S3 actions that modify your data. { \"Version\": \"2012-10-17\", \"Statement\": [ { \"Effect\": \"Allow\", \"Action\": [ \"s3:ListAllMyBuckets\", \"s3:GetBucketLocation\" ], \"Resource\": \"arn:aws:s3:::*\" }, { \"Effect\": \"Allow\", \"Action\": [ \"s3:ListBucket\" ], \"Resource\": \"arn:aws:s3:::EXAMPLE-BUCKET-NAME\" }, { \"Effect\": \"Allow\", \"Action\": [ \"s3:GetObject\", \"s3:GetObjectAttributes\" ], \"Resource\": \"arn:aws:s3:::EXAMPLE-BUCKET-NAME/*\" } ] } Connect Amazon S3 to Zapier To create an app connection to Amazon S3 on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon S3 . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: AWS Access Key ID : Enter your AWS Access Key ID . AWS Secret Access Key : Enter your AWS Secret Access Key . Region : Enter your AWS region (optional). Click Yes, Continue to Amazon S3 . Your Amazon S3 account is now successfully connected to Zapier. About Amazon S3's app Triggers, searches, and actions Triggers New Bucket - Triggers when you add a new bucket (Polling) New or Updated File - Triggers when you add or update a file in a specific bucket. The bucket must contain less than 10,000 total files (Polling) Searches Get Object - Gets the object with the specified URL Actions Create Bucket - Create a new bucket Create Text Object - Creates a brand new text file from plain text content you specify Upload File - Copy an already-existing file or attachment from the trigger service Limitations There is a 180-second timeout limit for uploading files by Zapier to Amazon S3. When you upload a file or create a text object using a key that already exists, it will overwrite the previous object with that key. S3 bucket names are case-sensitive. However, URLs are not. As a result, when using the New Bucket trigger, this may result in a URL not being provided if a bucket contains capital letters. Templates View all of Amazon S3's templates . Use cases 4 ways to automate Amazon S3 with Zapier Your guide to Amazon automation The ultimate guide to selling downloads with Zapier Additional Amazon S3 resources Zapier's Amazon S3 integration page Amazon S3's Help Center Amazon S3's API documentation ", "error": null, "slug": "amazon-s3", "help_title": "How to get started with Amazon S3 on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44391660158733-How-to-get-started-with-API-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44391660158733-How-to-get-started-with-API-by-Zapier", "title": "How to get started with API by Zapier", "auth_signals": ["oauth", "api_key", "premium"], "prerequisites": "Prerequisites To use the API by Zapier app on Zapier, you must have: A paid Zapier account. API by Zapier is a premium app on Zapier. The API endpoint URL you want to call and, if required, your API key or OAuth2 client details from the API provider. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations API How to get started with API by Zapier Updated August 10, 2026 10:41 API by Zapier and Zapier let you call APIs that do not have an integration. Unlike Webhooks by Zapier , you can make API requests using OAuth2 or API keys; your credentials are stored securely in an app connection and injected automatically. Available on plans: Free Professional Team Enterprise Beta API by Zapier is a beta feature. It's available for use, but still in active development and may change. Prerequisites To use the API by Zapier app on Zapier, you must have: A paid Zapier account. API by Zapier is a premium app on Zapier. The API endpoint URL you want to call and, if required, your API key or OAuth2 client details from the API provider. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if the API you are calling requires IP allowlisting. Connect API by Zapier to Zapier To create an app connection to API by Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select API by Zapier . Click Add connection . A Connect an Account page will open. Choose an authentication type and complete the fields below. No authentication Static Headers (API key) Query Parameter (API key) OAuth2 For APIs that require no authentication: In the Authentication type field, select None . Connection name (optional): Enter a name for this connection. Leave blank to use the default generated name. Domain filter (optional): Enter the domain(s) this connection can access (e.g., api.example.com or *.example.com ). Use a comma to separate multiple domains. Limit this to only the domains you need. Test URL (optional): Enter a URL that returns a 2xx response when the connection is valid. Zapier uses this to verify the connection works. For APIs that expect an API key or other static token in headers: In the Authentication type field, select Static Headers (API key) . In Headers , enter key-value pairs for your auth headers (e.g., X-API-Key: 123 ). Use one header per line. Connection name (optional): Enter a name for this connection. Leave blank to use the default generated name. Domain filter : Enter the domain(s) this connection can access (e.g., api.example.com or *.example.com ). Use a comma to separate multiple domains. Limit this to only the domains you need", "text": "How to get started with API by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations API How to get started with API by Zapier Updated August 10, 2026 10:41 API by Zapier and Zapier let you call APIs that do not have an integration. Unlike Webhooks by Zapier , you can make API requests using OAuth2 or API keys; your credentials are stored securely in an app connection and injected automatically. Available on plans: Free Professional Team Enterprise Beta API by Zapier is a beta feature. It's available for use, but still in active development and may change. Prerequisites To use the API by Zapier app on Zapier, you must have: A paid Zapier account. API by Zapier is a premium app on Zapier. The API endpoint URL you want to call and, if required, your API key or OAuth2 client details from the API provider. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if the API you are calling requires IP allowlisting. Connect API by Zapier to Zapier To create an app connection to API by Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select API by Zapier . Click Add connection . A Connect an Account page will open. Choose an authentication type and complete the fields below. No authentication Static Headers (API key) Query Parameter (API key) OAuth2 For APIs that require no authentication: In the Authentication type field, select None . Connection name (optional): Enter a name for this connection. Leave blank to use the default generated name. Domain filter (optional): Enter the domain(s) this connection can access (e.g., api.example.com or *.example.com ). Use a comma to separate multiple domains. Limit this to only the domains you need. Test URL (optional): Enter a URL that returns a 2xx response when the connection is valid. Zapier uses this to verify the connection works. For APIs that expect an API key or other static token in headers: In the Authentication type field, select Static Headers (API key) . In Headers , enter key-value pairs for your auth headers (e.g., X-API-Key: 123 ). Use one header per line. Connection name (optional): Enter a name for this connection. Leave blank to use the default generated name. Domain filter : Enter the domain(s) this connection can access (e.g., api.example.com or *.example.com ). Use a comma to separate multiple domains. Limit this to only the domains you need. Test URL (optional): Enter a URL that returns a 2xx response when the connection is valid. Zapier uses this to verify the connection works. For APIs that require the API key in the URL as a query parameter (e.g., ?token=your_api_key ): In the Authentication type field, select Query Parameter (API key) . Query parameter name : Enter the query parameter name that carries the API key (e.g., token ). API key : Enter the secret value Zapier adds to that query parameter. Connection name (optional): Enter a name for this connection. Leave blank to use the default generated name. Domain filter : Enter the domain(s) this connection can access (e.g., api.example.com or *.example.com ). Use a comma to separate multiple domains. Limit this to only the domains you need. Test URL (optional): Enter a URL that returns a 2xx response when the connection is valid. Zapier uses this to verify the connection works. Note Use this type only for APIs that require the key in the URL. Headers are preferred when the API supports them. Zapier adds the key to your requests automatically and hides it from the request URL and query parameters shown in your Zap, so your key is not exposed. For APIs that require OAuth2: In the Authentication type field, select OAuth2 . Client ID : Your OAuth2 application client ID. Client secret : Your OAuth2 application client secret. Authorize URL : The OAuth2 authorization endpoint (e.g., https://example.com/oauth/authorize ). Token URL : The OAuth2 token endpoint (e.g., https://example.com/oauth/token ). Scopes : Space-separated OAuth2 scopes (e.g., read write profile ). Connection name (optional): Enter a name for this connection. Leave blank to use the default generated name. Domain filter : Enter the domain(s) this connection can access (e.g., api.example.com or *.example.com ). Use a comma to separate multiple domains. Limit this to only the domains you need. Test URL (optional): Enter a URL that returns a 2xx response when the connection is valid. Zapier uses this to verify the connection works. Note Your OAuth2 app must accept this redirect URI: https://zapier.com/dashboard/auth/oauth/return/App235435CLIAPI/ Click Yes, Continue to API by Zapier . Your API by Zapier connection is now ready to use in your workflows. About API by Zapier's app Triggers, searches, and actions Triggers New Item from API (Polling) — Triggers when a new item appears in an API response. Use the Response Filter to extract the array and Dedupe Key to identify new items. Searches No searches available for this app. Actions API Request — Make an authenticated HTTP request to any API. Your connection's credentials are automatically included. Limitations When you build a JSON body with mapped fields (e.g. {\"name\": \"{{name}}\"} ), you must ensure the result is valid JSON, including proper quoting. Variable interpolation does not auto-format JSON. Each connection can only send requests to the domain(s) you set in the connection. This limits where credentials can be used and improves security. App access controls and allowed domains do not apply to API by Zapier. Users can access restricted APIs or connect personal accounts through this app. To add governance, mark API by Zapier as a managed app . Additional API by Zapier resources Zapier's API by Zapier integration page Ways to make API requests in Zapier Send API requests in Zap workflows Trigger API requests in Zap workflows Troubleshooting API by Zapier ", "error": null, "slug": "api-by-zapier", "help_title": "How to get started with API by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496092974861-How-to-get-started-with-Bitrix24-CRM-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496092974861-How-to-get-started-with-Bitrix24-CRM-on-Zapier", "title": "How to get started with Bitrix24 CRM on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Bitrix24 CRM app on Zapier, you must have: A trial or paid Bitrix24 CRM plan. The Zapier for CRM app installed from the Bitrix24 Market (must be installed by an admin before connecting).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Bitrix24 CRM How to get started with Bitrix24 CRM on Zapier Updated October 30, 2025 11:35 Bitrix24 CRM and Zapier connect to automate your sales workflow. You can trigger actions when new deals or contacts are added and create leads, companies, or tasks. Prerequisites To use the Bitrix24 CRM app on Zapier, you must have: A trial or paid Bitrix24 CRM plan. The Zapier for CRM app installed from the Bitrix24 Market (must be installed by an admin before connecting). Connect Bitrix24 CRM to Zapier To create an app connection to Bitrix24 CRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Bitrix24 CRM . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Bitrix24 URL field, enter your Bitrix24 portal address . Click Yes, Continue to Bitrix24 CRM . Your Bitrix24 CRM account is now successfully connected to Zapier. About Bitrix24 CRM's app", "text": "How to get started with Bitrix24 CRM on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Bitrix24 CRM How to get started with Bitrix24 CRM on Zapier Updated October 30, 2025 11:35 Bitrix24 CRM and Zapier connect to automate your sales workflow. You can trigger actions when new deals or contacts are added and create leads, companies, or tasks. Prerequisites To use the Bitrix24 CRM app on Zapier, you must have: A trial or paid Bitrix24 CRM plan. The Zapier for CRM app installed from the Bitrix24 Market (must be installed by an admin before connecting). Connect Bitrix24 CRM to Zapier To create an app connection to Bitrix24 CRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Bitrix24 CRM . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Bitrix24 URL field, enter your Bitrix24 portal address . Click Yes, Continue to Bitrix24 CRM . Your Bitrix24 CRM account is now successfully connected to Zapier. About Bitrix24 CRM's app Triggers, searches, and actions Triggers Company Trigger - Fires when a company trigger is triggered. (Instant) Deal Trigger - Fires when a deal trigger is triggered. (Instant) Quote Trigger - Fires when a quote trigger is triggered. (Instant) Task Trigger (Add) - Fires when a new task is added. (Instant) Task Trigger (Update) - Fires when a task is updated. (Instant) Contact Trigger - Fires when a contact trigger is triggered. (Instant) Lead Trigger - Fires when a lead trigger is triggered. (Instant) Smart-Process Trigger - Fires when a smart-process trigger is triggered. (Instant) Task Trigger (Delete) - Fires when a task is deleted. (Instant) Searches Contact Search - Search for contact by filters. Lead Search - Search for leads by filters. Smart-Process Search - Search for smart-process by filters. Company Search - Search for company by filters. Deal Search - Search for deal by filters. Quote Search - Search for quote by filters. Actions Company Action - Company create or update action. Deal Action - Deal create or update action. Create Message - Create a new Message. Smart-Process Action - Smart-process create or update action. Update Task - Updates an existing Bitrix24 task by ID. Create Blogpost - Create a new Blogpost. Contact Action - Contact create or update action. Lead Action - Lead create or update action. Quote Action - Quote create or update action. Create Task - Create a new task. Limitations API request intensity limits apply. 2 requests per second for most plans, 5 requests per second for Enterprise plans, with blocking after 50 requests (250 for Enterprise). Resource consumption limits: if total execution time exceeds 480 seconds within a 10-minute period, specific methods are blocked for all applications and webhooks. Integration apps require the web version of Bitrix24 and are not compatible with desktop and mobile versions. Templates View all of Bitrix24 CRM's templates . Additional Bitrix24 CRM resources Zapier's Bitrix24 CRM integration page Bitrix24 CRM's Help Center Bitrix24 CRM's API documentation ", "error": null, "slug": "bitrix24-crm-new", "help_title": "How to get started with Bitrix24 CRM on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40861225211789-How-to-get-started-with-Kartra-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40861225211789-How-to-get-started-with-Kartra-on-Zapier", "title": "How to get started with Kartra on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Kartra app on Zapier, you must have: A Kartra Growth, Professional, or Enterprise plan. Zapier activation approval from Kartra (must be requested and approved, typically takes 1-2 business days). A Kartra API key and API password.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Kartra How to get started with Kartra on Zapier Updated January 23, 2026 14:38 Kartra and Zapier connect to automate lead management. You can trigger actions when leads fill forms or buy products and create leads or assign tags. Prerequisites To use the Kartra app on Zapier, you must have: A Kartra Growth, Professional, or Enterprise plan. Zapier activation approval from Kartra (must be requested and approved, typically takes 1-2 business days). A Kartra API key and API password. Connect Kartra to Zapier To create an app connection to Kartra on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kartra . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Kartra API Key . API Password : Enter your Kartra API Password . Click Yes, Continue to Kartra . Your Kartra account is now successfully connected to Zapier. About Kartra's app", "text": "How to get started with Kartra on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Kartra How to get started with Kartra on Zapier Updated January 23, 2026 14:38 Kartra and Zapier connect to automate lead management. You can trigger actions when leads fill forms or buy products and create leads or assign tags. Prerequisites To use the Kartra app on Zapier, you must have: A Kartra Growth, Professional, or Enterprise plan. Zapier activation approval from Kartra (must be requested and approved, typically takes 1-2 business days). A Kartra API key and API password. Connect Kartra to Zapier To create an app connection to Kartra on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kartra . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Kartra API Key . API Password : Enter your Kartra API Password . Click Yes, Continue to Kartra . Your Kartra account is now successfully connected to Zapier. About Kartra's app Triggers, searches, and actions Triggers Affiliate Signs Up for Product (Instant) - Triggers when an affiliate signs up for a product. Customer Buys Product (Instant) - Triggers when a customer buys product. Lead Completes a Calendar (Instant) - Triggers when a lead is completes a calendar. Customer Cancels Subscription (Instant) - Triggers when a customer cancels subscription. JV Signs Up for Product (Instant) - Triggers when an jv signs up for a product. Lead Is Revoked Access to Membership (Instant) - Triggers when a lead is revoked access to membership. Customer Partial Refunds Product (Instant) - Triggers when a customer partial refunds product. Customer Refunds Product (Instant) - Triggers when a customer refunds product. Lead Is Added to Sequence (Instant) - Triggers when a lead is added to a sequence. Lead Subscribes to List (Instant) - Triggers when a lead is subscribed to a list. Lead Is Unssigned Tag (Instant) - Triggers when a lead is unassigned a tag. Lead Completes a Kartra Video (Instant) - Triggers when a lead completes a kartra video. Lead Visits External Page (Instant) - Triggers when a lead visits an external page. Lead Is Assigned Tag (Instant) - Triggers when a lead is assigned a tag. Lead Cancels a Calendar (Instant) - Triggers when a lead is cancels a calendar. Lead Registers to a Calendar (Instant) - Triggers when a lead is registered to a calendar. Lead Fills an Optin Form (Instant) - Triggers when a lead fills in an optin form. Lead Is Granted Access to Membership (Instant) - Triggers when a lead is granted access to membership. Lead Clicks on a Page Split Test Link (Instant) - Triggers when a lead clicks on a page split test link. Searches Retrieve Subscription Details - Retrieve Subscription Details Search Lead - Search for a lead in your Kartra account. Actions Assign Tag to Lead - Assign a lead to tags in your Kartra account. Suscribe Lead to Calendar - Subscribes a lead to a Kartra calendar. Create Custom Field - Creates a custom field in your Kartra account. Edit Lead - Edit an existing lead from your Kartra account. Modify Subscription Status - Modify the Subscription Status Refund a Transaction - Refunds a Kartra transaction. Retrieve All the Lists in Your Account - Get all the lists in your Kartra account. Retrieve All the Sequences in Your Account - Get all the sequences from your Kartra account. Retrieve All the Custom Fields in Your Account - Get all the custom fields from your account in Kartra. Subscribe Lead to Sequence - Subscribe a lead to a sequence at a particular step in your Kartra account. Unsubscribe Lead From List - Unsubscribe a lead from lists in your Kartra account. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limit of 20 calls per second per App, with \"Too many requests\" error (429) when exceeded. Lead must already exist in Kartra account for most actions to work, otherwise nothing happens when Zap attempts to run. Templates View all of Kartra's templates . Additional Kartra resources Zapier's Kartra integration page Kartra's Help Center Kartra's API documentation ", "error": null, "slug": "kartra", "help_title": "How to get started with Kartra on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860244069901-How-to-get-started-with-Pipefy-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860244069901-How-to-get-started-with-Pipefy-on-Zapier", "title": "How to get started with Pipefy on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Pipefy app on Zapier, you must have: An active Pipefy account (free Starter plan or any paid plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Pipefy How to get started with Pipefy on Zapier Updated January 23, 2026 14:11 Pipefy and Zapier connect to automate your workflow management. You can trigger actions when new cards are created or completed and create new cards or move them between phases. Prerequisites To use the Pipefy app on Zapier, you must have: An active Pipefy account (free Starter plan or any paid plan). Connect Pipefy to Zapier To create an app connection to Pipefy on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pipefy . Click Add connection . A new browser tab or window will open. Log into Pipefy to authenticate. Grant Zapier permission to access your account if prompted to. Your Pipefy account is now successfully connected to Zapier. About Pipefy's app", "text": "How to get started with Pipefy on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Pipefy How to get started with Pipefy on Zapier Updated January 23, 2026 14:11 Pipefy and Zapier connect to automate your workflow management. You can trigger actions when new cards are created or completed and create new cards or move them between phases. Prerequisites To use the Pipefy app on Zapier, you must have: An active Pipefy account (free Starter plan or any paid plan). Connect Pipefy to Zapier To create an app connection to Pipefy on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pipefy . Click Add connection . A new browser tab or window will open. Log into Pipefy to authenticate. Grant Zapier permission to access your account if prompted to. Your Pipefy account is now successfully connected to Zapier. About Pipefy's app Triggers, searches, and actions Triggers Done Card (Instant) - Triggers when a card is done. Expired Card (Instant) - Triggers when a card is expired. Late Card (Instant) - Triggers when a card is late. New Card (Instant) - Triggers when a new card is created. Updated Record Field (Instant) - Triggers when a record field is updated. Overdue Card (Instant) - Triggers when a card is overdue. Updated Card Field (Instant) - Triggers when a card field is updated. Moved Card (Instant) - Triggers when a card is moved. New Database Record (Instant) - Triggers when a new record is created. Searches Find Card - Finds a card by Title. Find or Create Card - Finds a card by Title. Find Database Records - Find a database records by title. Actions Move Card - Move a card. Update Card Field - Update a card field value. Create Card - Creates a new card. Create Record - Creates a new table record. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API call limits vary by plan : Starter (Free) allows only 20 API calls, Business allows 500, Enterprise allows 10,000, and Unlimited allows 15 million per month. Templates View all of Pipefy's templates . Use cases Process management & project management: Connecting the dots with automation App spotlight: Pipefy Additional Pipefy resources Zapier's Pipefy integration page Pipefy's Help Center Pipefy's API documentation ", "error": null, "slug": "pipefy", "help_title": "How to get started with Pipefy on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496278221325-Translate-text-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496278221325-Translate-text-in-Zap-workflows", "title": "Translate text in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Translate text in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Translate text in Zap workflows Updated May 29, 2026 18:19 You can use Translate by Zapier to detect languages or translate words, phrases, and web pages into over 100 languages. Note Translate by Zapier can only translate 1,000 characters at a time. 1. Add a translation step to your Zap Click the Action step, or click the plus + icon to add a step to your Zap. Search for and select Translate by Zapier . Click the Event dropdown menu and select Translate Text or Detect Language . Click Continue . 2. (Optional) Set up your \"Translate Text\" step (Optional) If you want the Zap to use the same source language each time it runs, click the Source Language dropdown and select the language of the original source text. If this is left blank, the Zap will try to guess the source language. In the Text field, select the data from a previous step to translate. Click the Target Language dropdown menu and select the language to translate the text to. Click Continue Click Test step . You’ll see the translation of your text to the target language. Tip If you need to update the Target Language field dynamically, you can click the Custom tab and select a field from a previous step. Translate by Zapier uses the two-letter ISO 639 format for language codes. If your previous step encodes the language in another format, you can add a lookup table to match the language to the corresponding ISO 639 code. 3. (Optional) Set up your \"Detect Language\" step In the Text field, select the data from a previous step to detect the language for. Click Continue . Click Test step . You’ll see the detected language's two-letter code in ISO 639 format and the confidence level (between 0 and 1). 1 represents 100% confidence with the detection result. Once you've set up the Translate step, you can use the result of the step in further actions in your Zap. ", "error": null, "slug": "translate", "help_title": "Translate text in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495955193229-Database-service-deduplication", "final_url": "https://help.zapier.com/hc/en-us/articles/8495955193229-Database-service-deduplication", "title": "Database service deduplication", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Database service deduplication &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Troubleshoot databases Database service deduplication Updated July 17, 2023 13:28 The \"New Row\" trigger sees the most recent 50 items which affects how the maximum amount of rows your Zap can trigger on at one time. See deduplication for more information. A common problem with database services on Zapier is deduplication. You can read more about deduplicate in general, here . This applies for all the database services on Zapier like MySQL, MSSQL, Postgres, etc. Zapier deduplicates off of the primary keys on the table you are triggering new items from. If you have multiple primary keys then a concatenation of all of them is used to deduplicate. The ramification is if you make a sweeping change to the primary keys on your table, you'll inadvertently Trigger tons of things through your Zap. Sometimes this is caught by Zapier's flood protection feature . Nonetheless, you should turn your off Zap before you make changes and turn it On again after the changes have been made. This allows Zapier to establish a new \"baseline\". If your table has no primary keys, Zapier will guess which column to use, usually looking for column names with id in it. I Don't Have A Unique \"ID\" Column If you don't have an id by default, you must create one or return one manually with the query, for example: SELECT *, CONCAT(user_id, created_at) AS id FROM my_table ORDER BY created_at DESC Or whatever technique most closely approximates how you want Zapier to consider your rows unique. ", "error": null, "slug": "sql-server", "help_title": "Database service deduplication"}
{"url": "https://help.zapier.com/hc/en-us/articles/11957141323277-How-to-get-started-with-Front-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/11957141323277-How-to-get-started-with-Front-on-Zapier", "title": "How to get started with Front on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Front app on Zapier, you must have: Front company admin permissions to enable the Zapier integration in Front's app settings. An active Front plan (available on all plans).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Front How to get started with Front on Zapier Updated November 17, 2025 11:25 Front and Zapier connect to automate customer support workflows. You can trigger actions when new messages arrive and send replies or create contacts automatically. Prerequisites To use the Front app on Zapier, you must have: Front company admin permissions to enable the Zapier integration in Front's app settings. An active Front plan (available on all plans). Connect Front to Zapier To create an app connection to Front App on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Front App . Click Add connection . A new browser tab or window will open. Log into Front App to authenticate. Grant Zapier permission to access your account if prompted to. Your Front App account is now successfully connected to Zapier. About Front's app", "text": "How to get started with Front on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support Front How to get started with Front on Zapier Updated November 17, 2025 11:25 Front and Zapier connect to automate customer support workflows. You can trigger actions when new messages arrive and send replies or create contacts automatically. Prerequisites To use the Front app on Zapier, you must have: Front company admin permissions to enable the Zapier integration in Front's app settings. An active Front plan (available on all plans). Connect Front to Zapier To create an app connection to Front App on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Front App . Click Add connection . A new browser tab or window will open. Log into Front App to authenticate. Grant Zapier permission to access your account if prompted to. Your Front App account is now successfully connected to Zapier. About Front's app Triggers, searches, and actions Triggers New Comment (Instant) - Triggers when a new comment is posted on a conversation. New Inbound Message (Instant) - Triggers when a new message is received. New Tag Added to Message (Instant) - Triggers when a tag is added to a conversation. Rule Triggered (Instant) - Triggers when criteria for a team rule is met. New Outbound Message (Instant) - Triggers when a message is sent (either a new message or a reply). Searches Find Account - Finds an existing Account Find Conversation - Finds an existing conversation Find or Create Contact - Finds an existing contact. Find Contact - Finds an existing contact. Find or Create Account - Finds an existing Account Actions Add Contact Handle - Add a handle (email, phone, etc) to a Contact Add Conversation Tags - Add tags to a Conversation Create Account - Creates a new Account. Create Draft - Create a new message draft Create Link - Creates a new Link Import Message - Imports a new message into Front. Remove Contact Handle - Removes a handle (email, phone, etc) from a Contact Remove Conversation Tags - Remove Tags from a Conversation Send Reply - Replies to a conversation. This action is best used with a Front trigger. For example, auto-reply behavior could be setup by combining a \"New Inbound Message\" Front trigger with this action. Update Contact - Updates an existing contact. Update Link - Update the name of a Link. Add Comment - Add a comment to a conversation Add Conversation Links - Add Links to a Conversation Assign or Unassign Conversation - Assign or unassign a conversation to a teammate. Create Contact - Creates a new contact. Create Draft Reply - Create a new draft reply to an existing conversation. Get Conversation Last Message - Retrieve the most-recent message of a conversation. List Link Conversations - Returns all conversations that a Link is attached to. Remove Conversation Links - Remove Links from a conversation. Send Message - Sends a message creating a new conversation. Update Account - Updates an existing Account. Update Conversation - Update the conversation status, assignee, inbox or tags. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits vary by plan. Starter (50 requests per minute), Professional (100 requests per minute), Enterprise (200 requests per minute). Templates View all of Front's templates . Use cases 4 popular ways to automate Front with Zapier New App: Use Front to Take Control of Your Shared Inbox and Collaborate as a Team How gyms use Front and Zapier to communicate with their members Additional Front resources Zapier's Front integration page Front's Help Center Front's API documentation ", "error": null, "slug": "front-app", "help_title": "How to get started with Front on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496306654349-Use-the-Zapier-Chrome-extension", "final_url": "https://help.zapier.com/hc/en-us/articles/8496306654349-Use-the-Zapier-Chrome-extension", "title": "Use the Zapier Chrome extension", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use the Zapier Chrome extension &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Managing & monitoring Use the Zapier Chrome extension Updated May 29, 2026 18:18 The Zapier Chrome extension lets you create, send, and retrieve information, and run Zap workflows right from your browser. Note At this time, the Zapier extension is only available on the Google Chrome browser. 1. Install the Zapier Chrome extension Go to the Zapier Chrome extension page in the Chrome web store. In the upper right, click Add to Chrome . In the dialog box, click Add extension . 2. Pin the extension to your Chrome toolbar In your Chrome browser, click the extensions icon in the toolbar. In the dropdown menu, click the pin icon next to the Zapier extension. The Zapier Chrome extension will now appear on your Chrome toolbar. 3. Create a Zap with the Zapier Chrome extension trigger After you install the extension, create a new Zap. In your Chrome browser, click the Zapier extension icon in the toolbar. Click Create Zap . A new window or tab will open, displaying your new Zap. 4. Optional: Set up your input fields In the Zap trigger, click the Configure tab. Optional: Enter a name for each input field(s) that you want to use in the Zapier Chrome extension. To add more fields, press Enter or click outside the current field. A new field will appear. Follow the on-screen instructions to test your trigger. Click Continue . You can continue to set up your Zap by adding an action , and turn your Zap on when you're done. 5. Optional: Add a Reply to Chrome action The Reply to Chrome action displays a message in the Zapier Chrome extension when the Zap runs. It can include data from previous steps and formatting with simple markdown for bold text , italic text , and links. In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search for and select Zapier Chrome extension . Click the Action event dropdown menu and select Reply to Chrome . Click Continue . In the Action section: Click the Message Title field and enter a message title. Click the Message Details field and enter a message. 6. Run your Zap with the Zapier Chrome extension To run a Zap with a Zapier Chrome extension trigger: In your Chrome browser, click the Zapier extension icon in the toolbar. Select the Zap you want to run and fill in any available input fields . Click Send . The Reply to Chrome action will display a message in the Zapier Chrome extension. To edit a Zap, click the pencil icon next to the Send button. This will bring you directly to the Zap in the editor. Tip When the Zap runs, the trigger will return the following metadata that can be used in action steps: The title and URL of the page in the active browser tab. The trigger timestamp The email address of the user who triggered the Zap 7. Switch between your Zapier accounts To switch between different accounts in the Zapier Chrome Extension: Visit zapier.com . Click your avatar in the top right menu. Select the account you want to use. Note The Chrome Extension’s account switcher does not fully switch accounts. It only displays Zap workflows from the account currently active on https://zapier.com. If you need help with the Zapier Chrome extension, contact Zapier support . ", "error": null, "slug": "zapier-chrome-extension", "help_title": "Use the Zapier Chrome extension"}
{"url": "https://help.zapier.com/hc/en-us/articles/17921241819021-How-to-get-started-with-Google-Workspace-Admin-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/17921241819021-How-to-get-started-with-Google-Workspace-Admin-on-Zapier", "title": "How to get started with Google Workspace Admin on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Workspace Admin app on Zapier, you must have: A paid Google Workspace plan (Business Starter, Business Standard, Business Plus, or Enterprise Plus). Admin permissions in your Google Workspace account to use certain actions like \"Assign Role to User\" and \"Remove Role from User\".", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Google Workspace Admin How to get started with Google Workspace Admin on Zapier Updated January 23, 2026 14:40 Google Workspace Admin and Zapier connect to automate user management. You can trigger actions when new users are added and create or update users. Prerequisites To use the Google Workspace Admin app on Zapier, you must have: A paid Google Workspace plan (Business Starter, Business Standard, Business Plus, or Enterprise Plus). Admin permissions in your Google Workspace account to use certain actions like \"Assign Role to User\" and \"Remove Role from User\". Connect Google Workspace Admin to Zapier To create an app connection to Google Workspace Admin on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Workspace Admin . Click Add connection . A new browser tab or window will open. Log into Google Workspace Admin to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Workspace Admin account is now successfully connected to Zapier. About Google Workspace Admin's app", "text": "How to get started with Google Workspace Admin on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Google Workspace Admin How to get started with Google Workspace Admin on Zapier Updated January 23, 2026 14:40 Google Workspace Admin and Zapier connect to automate user management. You can trigger actions when new users are added and create or update users. Prerequisites To use the Google Workspace Admin app on Zapier, you must have: A paid Google Workspace plan (Business Starter, Business Standard, Business Plus, or Enterprise Plus). Admin permissions in your Google Workspace account to use certain actions like \"Assign Role to User\" and \"Remove Role from User\". Connect Google Workspace Admin to Zapier To create an app connection to Google Workspace Admin on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Workspace Admin . Click Add connection . A new browser tab or window will open. Log into Google Workspace Admin to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Workspace Admin account is now successfully connected to Zapier. About Google Workspace Admin's app Triggers, searches, and actions Triggers New User - Triggers when a new user is created. (Instant) Updated User - Triggers when an existing user is updated. (Instant) Searches Find Group by Email - Finds a group by searching for the group's email address. Find User by Email - Finds a user by searching for one of the user's email addresses, including their aliases. Actions Add User to Group - Adds a user to a group. Assign Role to User - Assigns a role to a user. Create User - Creates a new user. Remove Role from User - Removes a role from a user. Revoke License - Removes a product license from a user. Update User - Updates an existing user. Assign License - Assigns a product license to a user. Create Group - Creates a new group. Delete User - Deletes a user. Remove User from Group - Removes a user from a group. Suspend User - Suspends a user. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate limits apply with a default of 2,400 queries per minute per user per Google Cloud project, which can result in \"userRateLimitExceeded\" errors. User creation is limited to 10 users per domain per second using the Directory API. Zapier's use and transfer of information received from Google APIs must adhere to the Google API Services User Data Policy, including Limited Use requirements. Templates View all of Google Workspace Admin's templates . Use cases Your guide to security automation Additional Google Workspace Admin resources Zapier's Google Workspace Admin integration page Google Workspace Admin's Help Center Google Workspace Admin's API documentation ", "error": null, "slug": "google-workspace-admin", "help_title": "How to get started with Google Workspace Admin on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/16125914579853-How-to-get-started-with-Ontraport-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/16125914579853-How-to-get-started-with-Ontraport-on-Zapier", "title": "How to get started with Ontraport on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Ontraport app on Zapier, you must have: An active Ontraport Plus, Pro, or Enterprise account (API access is not available on the Basic plan). An approved API application from Ontraport (required for first-time API key creation - approval takes 1-2 business days). An Ontraport API Key and App ID generated from your Ontraport account (Administration → Integrations → Ontraport API Instructions and Key Manager). A contact owner assigned when creating your API key.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Ontraport How to get started with Ontraport on Zapier Updated January 23, 2026 14:31 Ontraport and Zapier connect to automate your marketing. You can trigger actions when new contacts are added or forms are submitted and create or update contacts. Prerequisites To use the Ontraport app on Zapier, you must have: An active Ontraport Plus, Pro, or Enterprise account (API access is not available on the Basic plan). An approved API application from Ontraport (required for first-time API key creation - approval takes 1-2 business days). An Ontraport API Key and App ID generated from your Ontraport account (Administration → Integrations → Ontraport API Instructions and Key Manager). A contact owner assigned when creating your API key. Connect Ontraport to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Ontraport . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Ontraport API Key . App ID : Enter your Ontraport App ID . Click Yes, Continue to Ontraport . Your Ontraport account is now successfully connected to Zapier. About Ontraport's app", "text": "How to get started with Ontraport on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Ontraport How to get started with Ontraport on Zapier Updated January 23, 2026 14:31 Ontraport and Zapier connect to automate your marketing. You can trigger actions when new contacts are added or forms are submitted and create or update contacts. Prerequisites To use the Ontraport app on Zapier, you must have: An active Ontraport Plus, Pro, or Enterprise account (API access is not available on the Basic plan). An approved API application from Ontraport (required for first-time API key creation - approval takes 1-2 business days). An Ontraport API Key and App ID generated from your Ontraport account (Administration → Integrations → Ontraport API Instructions and Key Manager). A contact owner assigned when creating your API key. Connect Ontraport to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Ontraport . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Ontraport API Key . App ID : Enter your Ontraport App ID . Click Yes, Continue to Ontraport . Your Ontraport account is now successfully connected to Zapier. About Ontraport's app Triggers, searches, and actions Triggers New Contact (Polling) - Triggers when a new contact is added to Ontraport. Product Purchased (Instant) - purchase object whenever specified product is purchased Transaction Created With Product (Instant) - invoice object whenever specified product is purchased New Form Submission (Instant) - Triggers when a contact successfully fills out an Ontraport or ONTRAPages Form. Tag Added (Instant) - Triggers when a tag is successfully added to a contact or a custom object. Tag Removed (Instant) - Triggers when a tag is successfully removed from a contact or custom object. Searches Find Contact - Finds an existing Contact. Actions Create or Update Contact - Creates or updates a contact in Ontraport. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate limit of 180 requests per minute. Pagination limit of 50 results per page. Templates View all of Ontraport's templates . Use cases 6 ways to automate Ontraport with Zapier Additional Ontraport resources Zapier's Ontraport integration page Ontraport's Help Center Ontraport's API documentation ", "error": null, "slug": "ontraport", "help_title": "How to get started with Ontraport on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860337492749-How-to-get-started-with-Streak-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860337492749-How-to-get-started-with-Streak-on-Zapier", "title": "How to get started with Streak on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Streak app on Zapier, you must have: An active Streak account (any paid plan). The Streak browser extension installed in Gmail (Chrome, Safari, or Microsoft Edge). A Streak API key generated from within your Streak account. At least one pipeline created in your Streak account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Streak How to get started with Streak on Zapier Updated January 23, 2026 14:10 Streak and Zapier connect to automate your CRM workflow. You can trigger actions when new boxes are created or stages change and create boxes or add contacts. Prerequisites To use the Streak app on Zapier, you must have: An active Streak account (any paid plan). The Streak browser extension installed in Gmail (Chrome, Safari, or Microsoft Edge). A Streak API key generated from within your Streak account. At least one pipeline created in your Streak account. Connect Streak to Zapier To create an app connection to Streak on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Streak . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field , enter your Streak API key . Click Yes, Continue to Streak . Your Streak account is now successfully connected to Zapier. About Streak's app", "text": "How to get started with Streak on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Streak How to get started with Streak on Zapier Updated January 23, 2026 14:10 Streak and Zapier connect to automate your CRM workflow. You can trigger actions when new boxes are created or stages change and create boxes or add contacts. Prerequisites To use the Streak app on Zapier, you must have: An active Streak account (any paid plan). The Streak browser extension installed in Gmail (Chrome, Safari, or Microsoft Edge). A Streak API key generated from within your Streak account. At least one pipeline created in your Streak account. Connect Streak to Zapier To create an app connection to Streak on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Streak . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field , enter your Streak API key . Click Yes, Continue to Streak . Your Streak account is now successfully connected to Zapier. About Streak's app Triggers, searches, and actions Triggers Box Change Pipeline (Instant) - Triggers when a Box is moved between Pipelines. Updated Box (Instant) - Triggers when a Field on a Box is updated. New Comment (Instant) - Triggers when a Comment is made on a Box in a Pipeline. New Box (Instant) - Triggered when a new box is created. Task Complete (Instant) - Triggers when a Task is completed. Task Due (Instant) - Triggers when a Task becomes due, but it not yet completed. Box Change Stage (Instant) - Triggers when a box changes Stage. Box Email Received Count Change (Instant) - Triggers when the counter for emails received on a box changes. Updated Contact (Instant) - Triggered when a contact is updated. New Contact (Instant) - Triggered when a new contact is created. New Task (Instant) - Triggers when a Task is created. Searches Find a Box - Find a box by name, key, or fuzzy query. Find an Organization - Searches for an existing organization. Find a Contact - Searches for an existing contact by contact key, box key, or other information (like email address). Find or Create Box - Find or Create Box Actions Add Organization to Box - Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box. Create Comment - Create a comment on a box. Edit Box - Edit fields, stage, assigned to, name and notes on an existing box. Get File by File Key - Retrieve a file by providing the file key. Link Boxes - Link multiple boxes together. Update Contact - Update a contact by providing a contact key. Add Contact to Box - Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box. Create New Box - Create a new box. Create Task - Create a new Task on a Box. Edit Task - Edit a task by providing box key and task text or by providing a task key. Get Full Thread by Key - Gets a full unified thread given a thread key. Create Meeting / Call Log - Create a new Meeting or Call Log on a box. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Google API limits of 20 requests per second may indirectly affect Streak API usage for requests that interact with Google services. Templates View all of Streak's templates . Use cases 6 ways to automate Streak Create calendar events based on your sales pipeline stages Additional Streak resources Zapier's Streak integration page Streak's Help Center Streak's API documentation ", "error": null, "slug": "streak", "help_title": "How to get started with Streak on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496003348365-How-to-get-started-with-SQL-Server-MS-SQL-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496003348365-How-to-get-started-with-SQL-Server-MS-SQL-on-Zapier", "title": "How to get started with SQL Server (MS SQL) on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the SQL Server app on Zapier, you must have: A SQL Server database instance, version 2012 or newer, accessible from outside your network. Be aware that SQL Server 2008 R2, and Azure SQL may have compatibility issues. The following network and firewall configurations are also necessary: Network configuration allowing external connections with the database host accessible via IP address or hostname. Localhost and 127.0.0.1 are not valid. Firewall configuration to allow connections from Zapier's IP addresses ( 44.214.195.64/28 and 18.246.81.208/28 ) on the appropriate port (default port 1433 ). Special account permissions allowing Zapier to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations SQL Server How to get started with SQL Server (MS SQL) on Zapier Updated April 10, 2026 17:03 SQL Server and Zapier connect to automate your database work. You can trigger actions when new rows or columns are added and create or update rows in your tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the SQL Server app on Zapier, you must have: A SQL Server database instance, version 2012 or newer, accessible from outside your network. Be aware that SQL Server 2008 R2, and Azure SQL may have compatibility issues. The following network and firewall configurations are also necessary: Network configuration allowing external connections with the database host accessible via IP address or hostname. Localhost and 127.0.0.1 are not valid. Firewall configuration to allow connections from Zapier's IP addresses ( 44.214.195.64/28 and 18.246.81.208/28 ) on the appropriate port (default port 1433 ). Special account permissions allowing Zapier to connect at the network level, server level, and SQL Server level. Optional: A dedicated database user account with limited permission scope specifically for Zapier access (recommended for security). A paid Zapier account. SQL Server is a premium app on Zapier. Connect SQL Server to Zapier To create an app connection to SQL Server on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SQL Server . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Required fields: Host : Enter your database instance's IP address or hostname (e.g., db.example.com). It must be accessible from outside your network to these IPs 44.214.195.64/28 and 18.246.81.208/28 . Port : Enter your database port ( 1433 is the default). Database : Enter your database name to read data from. Username : Enter your database username (create a new Zapier-specific user with limited permission scope). Optional fields: Password : Enter your database password . Schema : Enter your schema that the selected database resides in. Allow self-signed certificates : Select from the dropdown menu if you're connecting to a database that uses self-signed certificates. Click Yes, Continue to SQL Server . Your SQL Server account is now successfully connected to Zapier. About SQL Server's app", "text": "How to get started with SQL Server (MS SQL) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations SQL Server How to get started with SQL Server (MS SQL) on Zapier Updated April 10, 2026 17:03 SQL Server and Zapier connect to automate your database work. You can trigger actions when new rows or columns are added and create or update rows in your tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the SQL Server app on Zapier, you must have: A SQL Server database instance, version 2012 or newer, accessible from outside your network. Be aware that SQL Server 2008 R2, and Azure SQL may have compatibility issues. The following network and firewall configurations are also necessary: Network configuration allowing external connections with the database host accessible via IP address or hostname. Localhost and 127.0.0.1 are not valid. Firewall configuration to allow connections from Zapier's IP addresses ( 44.214.195.64/28 and 18.246.81.208/28 ) on the appropriate port (default port 1433 ). Special account permissions allowing Zapier to connect at the network level, server level, and SQL Server level. Optional: A dedicated database user account with limited permission scope specifically for Zapier access (recommended for security). A paid Zapier account. SQL Server is a premium app on Zapier. Connect SQL Server to Zapier To create an app connection to SQL Server on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SQL Server . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Required fields: Host : Enter your database instance's IP address or hostname (e.g., db.example.com). It must be accessible from outside your network to these IPs 44.214.195.64/28 and 18.246.81.208/28 . Port : Enter your database port ( 1433 is the default). Database : Enter your database name to read data from. Username : Enter your database username (create a new Zapier-specific user with limited permission scope). Optional fields: Password : Enter your database password . Schema : Enter your schema that the selected database resides in. Allow self-signed certificates : Select from the dropdown menu if you're connecting to a database that uses self-signed certificates. Click Yes, Continue to SQL Server . Your SQL Server account is now successfully connected to Zapier. About SQL Server's app Triggers, searches, and actions Triggers New Column (Polling) - Triggers when you add a new column. New Row (Custom Query) (Polling) - Triggers when new rows are returned from a custom query that you provide. New or Updated Row (Polling) - Triggers when a new row is added or modified. New Row (Polling) - Triggers when you add a new row. New Table (Polling) - Triggers when you add a new table. New or Updated Row (Custom Query) (Polling) - Triggers when new or updated rows are returned from a custom query that you provide. Uses row contents for deduplication. Searches Find Multiple Rows via Custom Query - Finds multiple rows in a table via a custom query you control. Find Row - Finds a row in a table via a lookup column. Find Row via Custom Query - Finds a row in a table via a custom query you control. Actions Create Custom Query - Executes a custom query. Update Row - Updates an existing row. New Row - Adds a new row. Limitations Only supports SQL Server version 2012 or newer, with SQL Server 2005 being not compatible and SQL Server 2008/2008 R2/Azure being only maybe compatible. Each poll captures only the 50 most recent rows, meaning if more than 50 rows are added in a polling interval, some data will be lost. Only UTF-8 encoding is supported - databases must use UTF-8 encoding to prevent garbled or incorrectly converted data. DateTime column type can cause conversion errors when converting text into DateTimes. It's recommended to use date type or datetimeoffset type instead. When a non-default, or named, SQL Server instance is used, some users may experience unknown connection timeouts. This happens because SQL Server changes the communication port but relies on SQL Server browser to relay messages through the default port, 1433 . To avoid this issue, Zapier recommends using the default SQL instance. If that's not possible you must ensure that TCP communication is enabled and a static port is set for the service. Password encryption issues can cause login failures. Long alphanumeric passwords are recommended to avoid connection string encryption problems. You can create long alphanumeric passwords using this tool . New or Updated Row trigger requires ORDER BY clause with a date/time field to properly detect updates. Templates View all of SQL Server's templates . Use cases 5 ways to automate SQL Server 6 ways to automate your database apps Additional SQL Server resources Zapier's SQL Server integration page SQL Server's Help Center SQL Server's API documentation ", "error": null, "slug": "sql-server", "help_title": "How to get started with SQL Server (MS SQL) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495987404685-Common-Problems-with-SQL-Server-MSSQL-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495987404685-Common-Problems-with-SQL-Server-MSSQL-on-Zapier", "title": "Common Problems with SQL Server (MSSQL) on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with SQL Server (MSSQL) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations SQL Server Common Problems with SQL Server (MSSQL) on Zapier Updated May 29, 2026 18:13 Some new rows didn't trigger my Zap When using the following triggers: New Row New or Updated Row New Row (Custom Query) Each poll captures the 50 most recent rows. That means if more than 50 rows are added in a polling interval (depending on your plan ), some data will be lost. If you need to capture more than 50 rows at a time, you'll want to add them to your database in batches according to your plan's update time —no more than 50 records at a time per update period. Can't connect to my database Zapier only supports the newest version of SQL Server, and even then, minor driver problems can cause incompatibilities. Zapier has tested SQL Server app against Amazon AWS SQL Server 2008 R2 and 2010 RDS instances. If you are using the latest version and still having difficulties connecting, refer to our can't connect to my database help article . I'm getting errors about DateTime conversions If you're using a DateTime column type and receiving errors about converting text into DateTimes, you should try using the date type or the datetimeoffset type. Unknown connection timeouts One known issue that has been reported by a number of our users occurs if you set up SQL Server and install a non-default instance (for example, a named instance). When this is done, the communication port is actually changed but SQL Server uses SQL Server Browser to relay messages to and from port 1433. For one reason or another, our app doesn't work well in this situation. Zapier recommends using the default instance for \"the path of least resistance,\" but if that is not doable, you will need to make sure that TCP communication is enabled and that you have a static port set for the service. Login failed for user When attempting to connect to SQL Server, you may see the error message (ProgrammingError) ('42000', \"[42000] [unixODBC][FreeTDS][SQL Server]Login failed for user 'username'. (18456) (SQLDriverConnect)\") None None . This means there has been an issue with the encryption of the password connection string. To fix this issue, switch to a long alphanumeric password. Zapier recommends this tool for generating strong passwords . Garbled or otherwise incorrectly converted data coming from the trigger Currently, only UTF-8 encoding is supported. You will need to ensure your database uses UTF-8 encoding. My trigger of New or Updated Row isn't picking up any of my updates You'll need to specify ORDER BY by a date/time field such as date_updated or last_modified . Connection fails due to outdated IP allowlist If your Zap workflows suddenly stop working, your firewall may be configured with an outdated IP address. Zapier's current static IP addresses for SQL Server are 44.214.195.64/28 and 18.246.81.208/28 . Update your firewall or network configuration to allow connections from these IP ranges. Learn more about the static IP address update . ", "error": null, "slug": "sql-server", "help_title": "Common Problems with SQL Server (MSSQL) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495982117901-How-to-get-started-with-Marketo-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495982117901-How-to-get-started-with-Marketo-on-Zapier", "title": "How to get started with Marketo on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Marketo app on Zapier, you must have: Admin access to your Marketo instance to create API roles, users, and custom services. Prepare your Marketo account with the following : Create an API Only Role with all \"Access API\" permissions enabled. Create an API Only User with the \"API Only Role\" assigned. Create a Custom Service to generate Client ID and Client Secret credentials. A paid Zapier account. Marketo is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Marketo How to get started with Marketo on Zapier Updated April 10, 2026 17:03 Marketo and Zapier connect to automate your marketing work. You can trigger actions when new leads are created or forms are submitted and create or update leads in lists. Available on plans: Free Professional Team Enterprise Prerequisites To use the Marketo app on Zapier, you must have: Admin access to your Marketo instance to create API roles, users, and custom services. Prepare your Marketo account with the following : Create an API Only Role with all \"Access API\" permissions enabled. Create an API Only User with the \"API Only Role\" assigned. Create a Custom Service to generate Client ID and Client Secret credentials. A paid Zapier account. Marketo is a premium app on Zapier. Connect Marketo to Zapier To create an app connection to Marketo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Marketo . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Client ID : Enter your Marketo API Client ID . Client Secret : Enter your Marketo API Client Secret . REST API Endpoint URL : Enter your Marketo Base or API Endpoint URL . Learn where to find your Base URL . Click Yes, Continue to Marketo . Your Marketo account is now successfully connected to Zapier. About Marketo's app", "text": "How to get started with Marketo on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Marketo How to get started with Marketo on Zapier Updated April 10, 2026 17:03 Marketo and Zapier connect to automate your marketing work. You can trigger actions when new leads are created or forms are submitted and create or update leads in lists. Available on plans: Free Professional Team Enterprise Prerequisites To use the Marketo app on Zapier, you must have: Admin access to your Marketo instance to create API roles, users, and custom services. Prepare your Marketo account with the following : Create an API Only Role with all \"Access API\" permissions enabled. Create an API Only User with the \"API Only Role\" assigned. Create a Custom Service to generate Client ID and Client Secret credentials. A paid Zapier account. Marketo is a premium app on Zapier. Connect Marketo to Zapier To create an app connection to Marketo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Marketo . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Client ID : Enter your Marketo API Client ID . Client Secret : Enter your Marketo API Client Secret . REST API Endpoint URL : Enter your Marketo Base or API Endpoint URL . Learn where to find your Base URL . Click Yes, Continue to Marketo . Your Marketo account is now successfully connected to Zapier. About Marketo's app Triggers, searches, and actions Triggers New Form Submission - Triggers when a new form is submitted. (Polling) New Program - Triggers when a new program is created. (Polling) Updated Lead - Triggers when a lead is updated. (Polling) New Lead - Triggers when a new lead is created. (Polling) New Self-Service Flow Action (SSFS) - Triggers when a configured Self-service Flow Action delivers leads. (Instant) Searches Find Lead - Finds a lead whose e-mail address matches the search criteria. Find or Create Company - Find or Create Company Find Company - Finds a company whose name matches the search criteria. Find Lead by Field - Finds a lead based on a specified field and value. Find or Create Lead - Find or Create Lead Actions Create or Update Company - Creates or Updates a company. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Lead to List - Adds a lead to a list. Create or Update Lead - Creates or Updates a lead. Limitations API rate limits apply . Marketo limits API access to 100 calls per 20 seconds per instance, which is shared among all third-party API services and can impact Zapier integration performance. Most Marketo subscriptions are allocated 50,000 API calls per day (resets daily at 12:00AM CST), which limits the number of Zap executions possible per day. Users may encounter \"insufficient Access API permissions\" errors if the authorized user's role doesn't have proper API access permissions configured in Marketo. Templates View all of Marketo's templates . Use cases 6 ways to automate Marketo Additional Marketo resources Zapier's Marketo integration page Marketo's Help Center Marketo's API documentation ", "error": null, "slug": "marketo", "help_title": "How to get started with Marketo on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496045714445-Common-Problems-with-Marketo-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496045714445-Common-Problems-with-Marketo-on-Zapier", "title": "Common Problems with Marketo on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Marketo on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Marketo Common Problems with Marketo on Zapier Updated March 05, 2026 12:41 Error: \"The role(s) of the authorized user selected for the configured service does not have sufficient Access API permissions.\" This means the authentication is successful but the authorized user for the used LaunchPoint Service doesn’t have sufficient permission to call the API. In Marketo, go to Admin > Security > Users & Roles and make sure that at least one of the roles of the user has Access API permissions. You can edit the roles via the Tab Roles . You find the authorized user for the service you are using by double-clicking the service under Admin > Integration > LaunchPoint . Marketo recommends creating a specific user and role just for API Access. ", "error": null, "slug": "marketo", "help_title": "Common Problems with Marketo on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44452375267853-Search-the-web-in-your-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/44452375267853-Search-the-web-in-your-workflows", "title": "Search the web in your workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Search the web in your workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Search the web in your workflows Updated March 20, 2026 13:10 Web Search by Zapier lets you search Google and return up to 20 results, each with a title, URL, and snippet. You can use it as an action in a Zap, a tool for an Agent, or through Zapier MCP. Beta Web Search by Zapier is a beta feature. It's available for use, but still in active development and may change. Add a Web Search action Search for and select Web Search by Zapier . Select the Search the Web event. Set up your Web Search action In the Search Query field, enter or map what you'd like to search for. For example, best project management tools 2026 . In the Number of Results field, choose how many results to return (1–20). The default is 10. You can map data from a previous step into the Search Query field to create dynamic searches. For example, map a company name from a CRM trigger to automatically search for information about new leads. Output If the search is successful, Web Search returns an array of results. Each result includes: Title : the page title URL : the page link Snippet : a short preview of the page content Position : the result's rank in the search results (1, 2, 3, etc.) Because Web Search returns multiple results, you can use a Looping by Zapier step to process each result individually. For example, loop through results and use Web Reader by Zapier to read the full content of each page. Limitations Web Search queries Google. Results depend on Google's index and ranking. Some search results may point to pages that block scraping through robots.txt . Web Search returns publicly available results. It cannot access content behind logins or paywalls. Each search counts as one task in your Zapier plan. ", "error": null, "slug": "web-search-by-zapier", "help_title": "Search the web in your workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/17910884677901-How-to-get-started-with-Read-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/17910884677901-How-to-get-started-with-Read-AI-on-Zapier", "title": "How to get started with Read AI on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Read AI app on Zapier, you must have: A Read AI account (free or paid). Find your Read AI credentials To find your API key: Log into your Read AI account. Navigate to your account settings. Find or generate your API key . Copy the key.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Read AI How to get started with Read AI on Zapier Updated May 12, 2026 11:48 Read AI and Zapier connect to automate your meeting intelligence workflows. You can trigger actions when meetings are completed and access meeting summaries, transcripts, and insights. Prerequisites To use the Read AI app on Zapier, you must have: A Read AI account (free or paid). Find your Read AI credentials To find your API key: Log into your Read AI account. Navigate to your account settings. Find or generate your API key . Copy the key. Connect Read AI to Zapier To create an app connection to Read AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Read AI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Read AI API key . Click Yes, Continue to Read AI . Your Read AI account is now successfully connected to Zapier. About Read AI's app", "text": "How to get started with Read AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Read AI How to get started with Read AI on Zapier Updated May 12, 2026 11:48 Read AI and Zapier connect to automate your meeting intelligence workflows. You can trigger actions when meetings are completed and access meeting summaries, transcripts, and insights. Prerequisites To use the Read AI app on Zapier, you must have: A Read AI account (free or paid). Find your Read AI credentials To find your API key: Log into your Read AI account. Navigate to your account settings. Find or generate your API key . Copy the key. Connect Read AI to Zapier To create an app connection to Read AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Read AI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Read AI API key . Click Yes, Continue to Read AI . Your Read AI account is now successfully connected to Zapier. About Read AI's app Triggers, searches, and actions Triggers New Meeting Notes (Instant) - Triggers when notes (summary, action items, etc) are available for a new meeting. Searches No searches available for this app. Actions No actions available for this app. Templates View all of Read AI's templates Additional Read AI resources Zapier's Read AI integration page Read AI's Zapier integration guide ", "error": null, "slug": "read-ai", "help_title": "How to get started with Read AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496001991053-How-to-get-started-with-Mailchimp-Transactional-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496001991053-How-to-get-started-with-Mailchimp-Transactional-on-Zapier", "title": "How to get started with Mailchimp Transactional on Zapier", "auth_signals": ["api_key", "webhook"], "prerequisites": "Prerequisites To use the Mailchimp Transactional app on Zapier, you must have: A Mailchimp account with Standard plan or higher. Transactional Email add-on enabled in your Mailchimp account (purchased separately in blocks of 25,000 emails). Owner or Admin user level permissions in your Mailchimp account to access and manage Transactional Email settings.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Mailchimp Transactional How to get started with Mailchimp Transactional on Zapier Updated January 23, 2026 15:58 Mailchimp Transactional and Zapier connect to automate email workflows. You can trigger actions when webhooks are received and send emails or templates. Prerequisites To use the Mailchimp Transactional app on Zapier, you must have: A Mailchimp account with Standard plan or higher. Transactional Email add-on enabled in your Mailchimp account (purchased separately in blocks of 25,000 emails). Owner or Admin user level permissions in your Mailchimp account to access and manage Transactional Email settings. Connect Mailchimp Transactional to Zapier To create an app connection to MailChimp Transactional on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mandrill . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field , e nter your Mandrill API Key . Click Yes, Continue to Mandrill . Your MailChimp Transactional account is now successfully connected to Zapier. Create a Mandrill API key To create your API Key in your Mailchimp Transactional account: Log into your Mailchimp Transactional account. Go to: https://us5.admin.mailchimp.com/account/api/ . Click Create A Mandrill API Key . In the new window, click + add API key . Copy your API key. About Mailchimp Transactional's app", "text": "How to get started with Mailchimp Transactional on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Mailchimp Transactional How to get started with Mailchimp Transactional on Zapier Updated January 23, 2026 15:58 Mailchimp Transactional and Zapier connect to automate email workflows. You can trigger actions when webhooks are received and send emails or templates. Prerequisites To use the Mailchimp Transactional app on Zapier, you must have: A Mailchimp account with Standard plan or higher. Transactional Email add-on enabled in your Mailchimp account (purchased separately in blocks of 25,000 emails). Owner or Admin user level permissions in your Mailchimp account to access and manage Transactional Email settings. Connect Mailchimp Transactional to Zapier To create an app connection to MailChimp Transactional on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mandrill . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field , e nter your Mandrill API Key . Click Yes, Continue to Mandrill . Your MailChimp Transactional account is now successfully connected to Zapier. Create a Mandrill API key To create your API Key in your Mailchimp Transactional account: Log into your Mailchimp Transactional account. Go to: https://us5.admin.mailchimp.com/account/api/ . Click Create A Mandrill API Key . In the new window, click + add API key . Copy your API key. About Mailchimp Transactional's app Triggers, searches, and actions Triggers New Catch Hook - Catch and trigger off of any webhook that Mandrill sends. (Instant) Searches No search actions available for this app. Actions Send Template - Send an email via a template. Send Email - Send an email through Mandrill's system! API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations T otal message size cannot exceed 25MB when including attachments. Messages can only be scheduled up to one year from the scheduling date - source Templates View all of Mailchimp Transactional's templates . Use cases A guide to email marketing automation: best practices and automated workflows 4 ways to automate Formidable Forms Optimize your ads with automation Automatic workflows to get the most out of your landing page An Introduction to Google Apps Script Additional Mailchimp Transactional resources Zapier's Mailchimp Transactional integration page Mailchimp Transactional's Help Center Mailchimp Transactional's API documentation ", "error": null, "slug": "mandrill", "help_title": "How to get started with Mailchimp Transactional on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/28889969573773-How-to-get-started-with-NetSuite-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/28889969573773-How-to-get-started-with-NetSuite-on-Zapier", "title": "How to get started with NetSuite on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the NetSuite app on Zapier, you must have: A NetSuite account with the appropriate roles and permissions . The Zapier Automation SuiteApp installed and API settings enabled by your NetSuite administrator. Learn more about NetSuite administrator prerequisites for Zapier connection . Your NetSuite Account ID. A paid Zapier plan. NetSuite is a premium app . Note Your NetSuite administrator must complete a one-time setup before you can connect. Ask your administrator to review the NetSuite administrator prerequisites . Find your Account ID Log into NetSuite. Go to Setup > Company > Company Information . Your Account ID is listed on the Company Information page. Learn more about NetSuite's Account ID .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM NetSuite How to get started with NetSuite on Zapier Updated May 12, 2026 11:48 NetSuite and Zapier connect to automate your ERP and financial workflows. You can create records, update transactions, sync customer data, and run queries. Available on plans: Free Professional Team Enterprise Prerequisites To use the NetSuite app on Zapier, you must have: A NetSuite account with the appropriate roles and permissions . The Zapier Automation SuiteApp installed and API settings enabled by your NetSuite administrator. Learn more about NetSuite administrator prerequisites for Zapier connection . Your NetSuite Account ID. A paid Zapier plan. NetSuite is a premium app . Note Your NetSuite administrator must complete a one-time setup before you can connect. Ask your administrator to review the NetSuite administrator prerequisites . Find your Account ID Log into NetSuite. Go to Setup > Company > Company Information . Your Account ID is listed on the Company Information page. Learn more about NetSuite's Account ID . Connect NetSuite to Zapier Choose the connection method that fits your organization's security preferences. Your NetSuite administrator determines which method is available to you. Zapier's App Custom Credentials Use this method if your administrator has installed the Zapier Automation SuiteApp. Go to the Apps page . Click + Add connection . Search for and select NetSuite . Click Add connection . A Connect an Account page will open. Enter your Account ID . Click Yes, Continue to NetSuite . Log in to NetSuite and select your role to complete the connection. Your NetSuite account is now successfully connected to Zapier. Use this method if your administrator has provided you with custom credentials (Token ID and Token Secret, or Client ID and Client Secret). Go to the Apps page . Click + Add connection . Search for and select NetSuite . Click Add connection . A Connect an Account page will open. Enter your Account ID . If using token-based authentication, enter your Token ID and Token Secret in the advanced fields. If using a custom integration record, enter your Client ID and Client Secret in the advanced fields. Click Yes, Continue to NetSuite . Log in to NetSuite and select your role to complete the connection (if prompted). Your NetSuite account is now successfully connected to Zapier. Note If you need to create your own access token and hav", "text": "How to get started with NetSuite on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM NetSuite How to get started with NetSuite on Zapier Updated May 12, 2026 11:48 NetSuite and Zapier connect to automate your ERP and financial workflows. You can create records, update transactions, sync customer data, and run queries. Available on plans: Free Professional Team Enterprise Prerequisites To use the NetSuite app on Zapier, you must have: A NetSuite account with the appropriate roles and permissions . The Zapier Automation SuiteApp installed and API settings enabled by your NetSuite administrator. Learn more about NetSuite administrator prerequisites for Zapier connection . Your NetSuite Account ID. A paid Zapier plan. NetSuite is a premium app . Note Your NetSuite administrator must complete a one-time setup before you can connect. Ask your administrator to review the NetSuite administrator prerequisites . Find your Account ID Log into NetSuite. Go to Setup > Company > Company Information . Your Account ID is listed on the Company Information page. Learn more about NetSuite's Account ID . Connect NetSuite to Zapier Choose the connection method that fits your organization's security preferences. Your NetSuite administrator determines which method is available to you. Zapier's App Custom Credentials Use this method if your administrator has installed the Zapier Automation SuiteApp. Go to the Apps page . Click + Add connection . Search for and select NetSuite . Click Add connection . A Connect an Account page will open. Enter your Account ID . Click Yes, Continue to NetSuite . Log in to NetSuite and select your role to complete the connection. Your NetSuite account is now successfully connected to Zapier. Use this method if your administrator has provided you with custom credentials (Token ID and Token Secret, or Client ID and Client Secret). Go to the Apps page . Click + Add connection . Search for and select NetSuite . Click Add connection . A Connect an Account page will open. Enter your Account ID . If using token-based authentication, enter your Token ID and Token Secret in the advanced fields. If using a custom integration record, enter your Client ID and Client Secret in the advanced fields. Click Yes, Continue to NetSuite . Log in to NetSuite and select your role to complete the connection (if prompted). Your NetSuite account is now successfully connected to Zapier. Note If you need to create your own access token and have the User Access Tokens permission, go to Setup > Users/Roles > Access Tokens in NetSuite. Select Zapier as the Application Name, choose your User and Role, then copy the Token ID and Token Secret. About NetSuite's app Triggers, searches, and actions Triggers New Record (Polling) - Triggers when a new record is created. Supports standard and custom records. New Or Updated Record (Polling) - Triggers when a record is created or updated. Supports standard and custom records. New Record (Saved Search) (Polling) - Triggers when a new record enters your saved search results. Searches Find Record - Finds a record based on search fields. Supports standard and custom NetSuite record types. Find Records (with line-item support) - Finds and returns records that match your search. Find Records (Saved Search) - Finds records in a saved search optionally filtered by columns and search terms. Find Case Notes - Finds case notes associated with a given Case ID. Find File In File Cabinet - Finds a file in file cabinet based on search criteria. Get Bulk Import Status - Checks a NetSuite CSV import job by Task ID. Get Record Type (Object) Schema - Retrieves details and metadata on a record type. Actions Create Record - Creates a new record. Supports standard and custom records. Update Record - Updates an existing record. Supports standard and custom records. Upsert (Create or Update) Record - Creates a new record if it does not exist, otherwise updates it. Delete Record - Deletes an existing record. Supports standard and custom records. Transform Record - Transforms a record from one type into another. Bulk Import Records - Submits a CSV file to NetSuite using a Saved CSV Import. Run SuiteQL Query - Executes a SuiteQL query over records in NetSuite. Upload File to File Cabinet - Uploads a new file to the File Cabinet. Attach Existing File to Record - Attach a file from file cabinet to a record. Detach File from Record - Removes an existing file from a record. Create or Update Folder - Creates a new folder in File Cabinet, or updates an existing folder. API Request (Beta) - Makes a raw HTTP request that includes this integration's authentication. Templates View all of NetSuite's templates Use cases Your guide to NetSuite automation Additional NetSuite resources Zapier's NetSuite integration page NetSuite documentation ", "error": null, "slug": "netsuite", "help_title": "How to get started with NetSuite on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42853962942989-NetSuite-administrator-prerequisites-for-Zapier-connection", "final_url": "https://help.zapier.com/hc/en-us/articles/42853962942989-NetSuite-administrator-prerequisites-for-Zapier-connection", "title": "NetSuite administrator prerequisites for Zapier connection", "auth_signals": ["oauth", "api_key"], "prerequisites": "prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at Zap", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM NetSuite NetSuite administrator prerequisites for Zapier connection Updated August 12, 2026 07:55 This guide is for NetSuite administrators. Complete this one-time setup before users in your organization can connect NetSuite to Zapier . Choose your authentication method NetSuite offers two authentication methods for connecting to Zapier. Choose the method that fits your organization's security preferences. Method Description Setup required Zapier's App Users authorize using the Zapier Automation SuiteApp. Users only need their Account ID to connect. Complete steps 1-3 Custom Credentials Users connect using credentials you provide (Token ID/Secret or Client ID/Secret). Gives you more control over the integration. Complete steps 1-3, plus steps 4 and/or 5 1. Install the Zapier Automation SuiteApp The Zapier Automation SuiteApp must be installed from the SuiteApp Marketplace before users can connect NetSuite to Zapier. View the Zapier Automation SuiteApp in the SuiteApp Marketplace . Follow the instructions to install a SuiteApp from the SuiteApp Marketplace . 2. Enable NetSuite API settings Enable the required SuiteCloud features for the Zapier integration. Log in to NetSuite as an administrator. Go to Setup > Company > Enable Features . Click the SuiteCloud tab. Ensure the following boxes are checked: Client SuiteScript Server SuiteScript REST Web Services Token-Based Authentication Click Save . 3. Configure role permissions Users connecting to Zapier need a role with the appropriate permissions. You can modify an existing role or create a new one. The role must have the following permissions enabled: Permission Level REST Web Services Full User Access Tokens Full SuiteAnalytics Workbook Edit Additional permissions may be required depending on the triggers and actions users want to perform. For example, to create or update sales orders, the role needs access to Sales Order records. Learn more about NetSuite roles and permissions . 4. (Custom Credentials) Create an integration record Skip this step if using Zapier's App method. Create a custom integration record if you want more control over the integration. Note Only administrators can create integration records. Log in to NetSuite. Go to Setup > Integration > Manage Integrations . Click New . Enter a Name for your integration (for example, \"Zapier Custom Integration\"). In the Authenticatio", "text": "NetSuite administrator prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM NetSuite NetSuite administrator prerequisites for Zapier connection Updated August 12, 2026 07:55 This guide is for NetSuite administrators. Complete this one-time setup before users in your organization can connect NetSuite to Zapier . Choose your authentication method NetSuite offers two authentication methods for connecting to Zapier. Choose the method that fits your organization's security preferences. Method Description Setup required Zapier's App Users authorize using the Zapier Automation SuiteApp. Users only need their Account ID to connect. Complete steps 1-3 Custom Credentials Users connect using credentials you provide (Token ID/Secret or Client ID/Secret). Gives you more control over the integration. Complete steps 1-3, plus steps 4 and/or 5 1. Install the Zapier Automation SuiteApp The Zapier Automation SuiteApp must be installed from the SuiteApp Marketplace before users can connect NetSuite to Zapier. View the Zapier Automation SuiteApp in the SuiteApp Marketplace . Follow the instructions to install a SuiteApp from the SuiteApp Marketplace . 2. Enable NetSuite API settings Enable the required SuiteCloud features for the Zapier integration. Log in to NetSuite as an administrator. Go to Setup > Company > Enable Features . Click the SuiteCloud tab. Ensure the following boxes are checked: Client SuiteScript Server SuiteScript REST Web Services Token-Based Authentication Click Save . 3. Configure role permissions Users connecting to Zapier need a role with the appropriate permissions. You can modify an existing role or create a new one. The role must have the following permissions enabled: Permission Level REST Web Services Full User Access Tokens Full SuiteAnalytics Workbook Edit Additional permissions may be required depending on the triggers and actions users want to perform. For example, to create or update sales orders, the role needs access to Sales Order records. Learn more about NetSuite roles and permissions . 4. (Custom Credentials) Create an integration record Skip this step if using Zapier's App method. Create a custom integration record if you want more control over the integration. Note Only administrators can create integration records. Log in to NetSuite. Go to Setup > Integration > Manage Integrations . Click New . Enter a Name for your integration (for example, \"Zapier Custom Integration\"). In the Authentication section, ensure the following Token-based Authentication settings are checked: Token-based authentication TBA: Issuetoken endpoint TBA: Authorization flow Set the Callback URL to: https://zapier.com/dashboard/auth/oauth/return/App207308CLIAPI/ In the OAuth 2.0 section, ensure Authorization Code Grant is unchecked. Click Save . Copy the Consumer Key / Client ID and Consumer Secret / Client Secret . Store these securely as they cannot be accessed after you leave the page. Provide the Client ID and Client Secret to users who need to connect using your custom integration record. 5. (Custom Credentials) Create access tokens for users Skip this step if using Zapier's App method. Create access tokens if you want to provide users with Token ID and Token Secret credentials instead of having them authorize through Zapier's app. Log in to NetSuite. Go to Setup > Users/Roles > Access Tokens . Click New Access Token . For Application Name , select Zapier (or your custom integration record if you created one). Select the User and Role . Click Save . Copy the Token ID and Token Secret . Store these securely as they cannot be accessed after you leave the page. Provide the Token ID and Token Secret to the user who will use this connection. Next steps Once you complete these steps, users in your organization can connect NetSuite to Zapier . ", "error": null, "slug": "netsuite", "help_title": "NetSuite administrator prerequisites for Zapier connection"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496145893133-How-to-get-started-with-Jotform-Enterprise-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496145893133-How-to-get-started-with-Jotform-Enterprise-on-Zapier", "title": "How to get started with Jotform Enterprise on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Jotform Enterprise app on Zapier, you must have: A Jotform Enterprise plan subscription.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jotform Enterprise How to get started with Jotform Enterprise on Zapier Updated November 03, 2025 14:18 Jotform Enterprise and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and create new submissions. Prerequisites To use the Jotform Enterprise app on Zapier, you must have: A Jotform Enterprise plan subscription. Connect Jotform Enterprise to Zapier To create an app connection to Jotform Enterprise on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jotform Enterprise . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your Jotform Enterprise company URL . Click Yes, Continue to Jotform Enterprise . Log into Jotform Enterprise to authenticate. Grant Zapier permission to access your account if prompted to. Your Jotform Enterprise account is now successfully connected to Zapier. About Jotform Enterprise's app", "text": "How to get started with Jotform Enterprise on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jotform Enterprise How to get started with Jotform Enterprise on Zapier Updated November 03, 2025 14:18 Jotform Enterprise and Zapier connect to automate form workflows. You can trigger actions when new submissions are received and create new submissions. Prerequisites To use the Jotform Enterprise app on Zapier, you must have: A Jotform Enterprise plan subscription. Connect Jotform Enterprise to Zapier To create an app connection to Jotform Enterprise on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jotform Enterprise . Click Add connection . A Connect an Account page will open in a browser tab or window. Enter your Jotform Enterprise company URL . Click Yes, Continue to Jotform Enterprise . Log into Jotform Enterprise to authenticate. Grant Zapier permission to access your account if prompted to. Your Jotform Enterprise account is now successfully connected to Zapier. About Jotform Enterprise's app Triggers, searches, and actions Triggers New Submission (Polling) - Triggers when a new submission has been added to a specific form. Searches No search actions are available for Jotform Enterprise. Actions Assign Prefilled Form - Invite assignees to complete your pre-populated form Assign Form - Invite assignees to complete your form Create Submission - Generate a new submission for your form Limitations While Jotform Enterprise has no daily API call limits, the API has a maximum of 1000 submissions that can be retrieved in a single API call. Templates View all of Jotform Enterprise's templates . Use cases 5 ways to automate Jotform How to automatically add new Jotform responses to Excel How to connect Jotform to Salesforce and automatically send leads to your CRM How to automatically save Jotform responses in Google Sheets Your guide to form and survey automation Additional Jotform Enterprise resources Zapier's Jotform Enterprise integration page Jotform Enterprise's Help Center Jotform Enterprise's API documentation ", "error": null, "slug": "jotform-enterprise", "help_title": "How to get started with Jotform Enterprise on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495934681741-How-to-Get-Started-with-Microsoft-Exchange", "final_url": "https://help.zapier.com/hc/en-us/articles/8495934681741-How-to-Get-Started-with-Microsoft-Exchange", "title": "How to Get Started with Microsoft Exchange", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "How to Get Started with Microsoft Exchange &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Exchange How to Get Started with Microsoft Exchange Updated February 05, 2024 17:18 When you start creating a Microsoft Exchange Zap, you will be asked to connect your Microsoft Exchange account. You’ll now be asked to log into your Microsoft Exchange account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click \"Yes” to continue. If all steps were successful your Microsoft Exchange account will now be successfully connected. ", "error": null, "slug": "microsoft-exchange", "help_title": "How to Get Started with Microsoft Exchange"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495934718477-Common-Problems-with-Microsoft-Exchange", "final_url": "https://help.zapier.com/hc/en-us/articles/8495934718477-Common-Problems-with-Microsoft-Exchange", "title": "Common Problems with Microsoft Exchange", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Exchange Common Problems with Microsoft Exchange Updated March 05, 2026 12:41 Does Microsoft Exchange need any special plan pricing? You would need to either have an Office 365 subscription, a Microsoft live.com account with Outlook or individual purchase of Microsoft Exchange Online subscriptions. On-premises Exchange servers are not supported. Can I connect a self-hosted or third party-hosted version of Microsoft Exchange? Only Microsoft-hosted versions of Microsoft Exchange can be connected to Zapier. authorization failed: Error Fetching Calendars error If you receive this error, please contact our support team so we can look into this for you.", "text": "Common Problems with Microsoft Exchange &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Exchange Common Problems with Microsoft Exchange Updated March 05, 2026 12:41 Does Microsoft Exchange need any special plan pricing? You would need to either have an Office 365 subscription, a Microsoft live.com account with Outlook or individual purchase of Microsoft Exchange Online subscriptions. On-premises Exchange servers are not supported. Can I connect a self-hosted or third party-hosted version of Microsoft Exchange? Only Microsoft-hosted versions of Microsoft Exchange can be connected to Zapier. authorization failed: Error Fetching Calendars error If you receive this error, please contact our support team so we can look into this for you. ", "error": null, "slug": "microsoft-exchange", "help_title": "Common Problems with Microsoft Exchange"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495978927757-How-to-get-started-with-Pinterest-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495978927757-How-to-get-started-with-Pinterest-on-Zapier", "title": "How to get started with Pinterest on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Pinterest app on Zapier, you must have: A Pinterest account. A paid Zapier plan. Pinterest is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Pinterest How to get started with Pinterest on Zapier Updated April 10, 2026 17:04 Pinterest and Zapier connect to automate your social media. You can trigger actions when new pins or boards are created and create new pins automatically. Available on plans: Free Professional Team Enterprise Prerequisites To use the Pinterest app on Zapier, you must have: A Pinterest account. A paid Zapier plan. Pinterest is a premium app on Zapier. Connect Pinterest to Zapier To create an app connection to Pinterest on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pinterest . Click Add connection . A new browser tab or window will open. Log into Pinterest to authenticate. Grant Zapier permission to access your account if prompted to. Your Pinterest account is now successfully connected to Zapier. About Pinterest's app", "text": "How to get started with Pinterest on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Pinterest How to get started with Pinterest on Zapier Updated April 10, 2026 17:04 Pinterest and Zapier connect to automate your social media. You can trigger actions when new pins or boards are created and create new pins automatically. Available on plans: Free Professional Team Enterprise Prerequisites To use the Pinterest app on Zapier, you must have: A Pinterest account. A paid Zapier plan. Pinterest is a premium app on Zapier. Connect Pinterest to Zapier To create an app connection to Pinterest on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pinterest . Click Add connection . A new browser tab or window will open. Log into Pinterest to authenticate. Grant Zapier permission to access your account if prompted to. Your Pinterest account is now successfully connected to Zapier. About Pinterest's app Triggers, searches, and actions Triggers New Board - Triggers when you create a new board. Note that a \"secret\" board will not trigger your Zap. (Polling) New Pin - Triggers when a new Pin is added to a board. (Polling) New Follower - Triggers when you get a new follower. (Polling) Searches No search actions available for Pinterest. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Pin - Creates a new Pin on the board you specify. Limitations Rate limiting applies . Pinterest has strict rate limits that can cause \"rate limit exceeded\" errors. Trial access is limited to 1,000 requests per day, while Standard access allows 100 requests per second per user per app with category-specific limits. Templates View all of Pinterest's templates . Use cases 4 Pinterest automation ideas Automatically post new Shopify store items to Pinterest How to automatically share Instagram photos on Pinterest Additional Pinterest resources Zapier's Pinterest integration page Pinterest's Help Center Pinterest's API documentation ", "error": null, "slug": "pinterest", "help_title": "How to get started with Pinterest on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38981240588429-How-to-get-started-with-Perplexity-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38981240588429-How-to-get-started-with-Perplexity-on-Zapier", "title": "How to get started with Perplexity on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Perplexity app on Zapier, you must have: A Perplexity account. A Perplexity API key . If you are a Member, you'll need to ask an Admin to create one for you. A credit card added to your Perplexity API account for pay-per-use billing . Sufficient API credits in your Perplexity account (API usage is charged based on tokens and requests according to the pricing model).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Perplexity How to get started with Perplexity on Zapier Updated August 21, 2025 10:30 Perplexity and Zapier connect to automate AI-powered responses. You can trigger chat completions when new data arrives and generate smart answers. Prerequisites To use the Perplexity app on Zapier, you must have: A Perplexity account. A Perplexity API key . If you are a Member, you'll need to ask an Admin to create one for you. A credit card added to your Perplexity API account for pay-per-use billing . Sufficient API credits in your Perplexity account (API usage is charged based on tokens and requests according to the pricing model). Connect Perplexity to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Perplexity . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Perplexity API key . Click Yes, Continue to Perplexity . Your Perplexity account is now successfully connected to Zapier. About Perplexity's app", "text": "How to get started with Perplexity on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Perplexity How to get started with Perplexity on Zapier Updated August 21, 2025 10:30 Perplexity and Zapier connect to automate AI-powered responses. You can trigger chat completions when new data arrives and generate smart answers. Prerequisites To use the Perplexity app on Zapier, you must have: A Perplexity account. A Perplexity API key . If you are a Member, you'll need to ask an Admin to create one for you. A credit card added to your Perplexity API account for pay-per-use billing . Sufficient API credits in your Perplexity account (API usage is charged based on tokens and requests according to the pricing model). Connect Perplexity to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Perplexity . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Perplexity API key . Click Yes, Continue to Perplexity . Your Perplexity account is now successfully connected to Zapier. About Perplexity's app Triggers, searches, and actions Triggers No triggers are available for Perplexity. Searches No searches are available for Perplexity. Actions Chat Completion - Generates a model's response for the given chat conversation. This is an event a Zap performs. (Write - Create a new record or update an existing record in your app) Limitations Rate limits are enforced based on usage tiers , with new accounts (Tier 0) limited to only 5 requests per minute for sonar-deep-research and 50 requests per minute for other models. When rate limits are exceeded, requests are rejected with a 429 \"Too Many Requests\" error and limits reset every minute. Templates View all of Perplexity's templates . Use cases 6 ways to automate Perplexity Additional Perplexity resources Zapier's Perplexity integration page Perplexity's Help Center Perplexity's API documentation ", "error": null, "slug": "perplexity", "help_title": "How to get started with Perplexity on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/23312747245965-How-to-get-started-with-Zoho-Invoice-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/23312747245965-How-to-get-started-with-Zoho-Invoice-on-Zapier", "title": "How to get started with Zoho Invoice on Zapier", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "How to get started with Zoho Invoice on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Zoho Invoice How to get started with Zoho Invoice on Zapier Updated January 18, 2024 16:08 Connect to Zoho Invoice on Zapier Zoho Invoice uses OAuth to authenticate your account on Zapier. Log into Zoho Invoice to authenticate. Grant Zapier permission to access your account if prompted to. About Zoho Invoice's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only You can still use your Zoho Books account with the Zoho Invoice app. Is a paid Zoho Invoice plan required? No Are any special account permissions required? No Are there usage limits? Yes Depending on the Zoho Invoice plan you have, your API limit will vary. Learn more about Zoho Invoice's usage limits . Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Are custom fields supported? No Do update actions overwrite or append to existing data? Overwrite existing data Is there any additional info? No ", "error": null, "slug": "zoho-invoice", "help_title": "How to get started with Zoho Invoice on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495922636557-Common-Problems-with-Mailchimp-Transactional", "final_url": "https://help.zapier.com/hc/en-us/articles/8495922636557-Common-Problems-with-Mailchimp-Transactional", "title": "Common Problems with Mailchimp Transactional", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Mailchimp Transactional &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Mailchimp Transactional Common Problems with Mailchimp Transactional Updated March 05, 2026 12:41 Can I send HTML Emails with Mailchimp Transactional? Yes, Mailchimp Transactional’s Send Email action supports HTML messages. Can I send attachments using Mailchimp Transactional through Zapier? Sending attachments in Mailchimp Transactional isn’t supported at this time. Can I use dynamic content in Mailchimp Transaction? You can add dynamic content by using the Mailchimp merge language or handlebars. ", "error": null, "slug": "mandrill", "help_title": "Common Problems with Mailchimp Transactional"}
{"url": "https://help.zapier.com/hc/en-us/articles/35764798061453-Track-TikTok-Conversions-for-free-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/35764798061453-Track-TikTok-Conversions-for-free-with-Zapier", "title": "Track TikTok Conversions for free with Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Track TikTok Conversions for free with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 Track TikTok Conversions for free with Zapier Updated May 29, 2026 18:15 Beginning April 14, 2025, when you use the TikTok Conversions app in a Zap, action steps will not count toward your task usage . Action steps that use other apps will still count towards your task usage. This means you can use Send Lead Event action for free, up to a maximum of 100,000 tasks per Zapier account . All other plan features, including rate limits , still apply. This offer is available to all Zapier users. How do I get this offer? To start getting free tasks for TikTok Conversions, all you need to do is create a Zap that includes the TikTok Conversions Send Lead Event action. Tasks for that action are free up to a maximum of 100,000 per month. FAQs What is a task? A task is an action your Zap successfully completes. For example, if your Zap has an action to create new Google Contacts, each contact that is created will count as one task. Learn more about tasks in Zapier . How long is this offer available? There is currently no planned end date for this offer's availability. Should an end date be set, impacted users will receive an email notice from Zapier at least 60 days before any changes take effect. How are multi-step Zap workflows handled? In Zap workflows with multiple action steps, only steps that send tasks to TikTok Conversions will be exempted from your plan's quota. Tasks for other apps will still count towards your task usage . Triggers do not count toward your task usage. Example If your Zap contains: A Slack action A TikTok Conversions action Running that Zap will consume 1 task against your plan quota (the Slack action), with the other task (the TikTok Conversions action) exempt. What happens to my Zap workflows if I use all of my tasks during a billing cycle? Steps that use the TikTok Conversions app will not count towards your task usage , regardless of your Zapier plan. If you run out of tasks during a billing cycle: If your Zap only uses TikTok Conversions actions, the Zap will continue to run. If your Zap contains apps other than TikTok Conversions, the Zap will: run a TikTok Conversions action step if it is the first step in the Zap and any subsequent TikTok Conversions action steps that follow directly afterward. not run action steps that use any other app. not run TikTok Conversions action steps that come after an action step that uses any other app. If your Zap does not include a TikTok Conversions step, all action steps will be held . All other plan limits, including rate limits , still apply. Example Here are some scenarios describing how Zap workflows would behave if your account ran out of tasks. If your Zap consists of: Salesforce trigger First TikTok Conversions action Second TikTok Conversions action Salesforce action Third TikTok Conversions action the Zap will only run the first and second TikTok Conversions actions. It will not run the Salesforce action or the third TikTok Conversions action. If your Zap consists of: Gmail trigger Salesforce action Slack action the Zap will not run any action steps, these steps will be held . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null, "slug": "tiktok-conversion", "help_title": "Track TikTok Conversions for free with Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496167459469-Jotform-Enterprise-values-are-missing-or-incorrect", "final_url": "https://help.zapier.com/hc/en-us/articles/8496167459469-Jotform-Enterprise-values-are-missing-or-incorrect", "title": "Jotform Enterprise values are missing or incorrect", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Jotform Enterprise values are missing or incorrect &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Jotform Enterprise Jotform Enterprise values are missing or incorrect Updated September 06, 2023 16:05 If values from Jotform Enterprise appear incorrect or don't appear at all, please check the following: Form settings If you see long alphanumeric strings instead of your form values, you’ll need to disable the Encrypt Form Data setting. In your form, click Settings . In the left sidebar, click Form settings . In the Encrypt Form Data field, select No . ", "error": null, "slug": "jotform-enterprise", "help_title": "Jotform Enterprise values are missing or incorrect"}
{"url": "https://help.zapier.com/hc/en-us/articles/13872142076173-How-to-get-started-with-Snowflake-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/13872142076173-How-to-get-started-with-Snowflake-on-Zapier", "title": "How to get started with Snowflake on Zapier", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To use the Snowflake integration on Zapier, you must have: A Snowflake cloud-hosted account. Self-hosted accounts are not supported. Access control permissions in Snowflake. Your Snowflake account identifier, Client ID, and Client Secret. Find your Snowflake credentials To", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Snowflake How to get started with Snowflake on Zapier Updated August 10, 2026 10:41 Snowflake and Zapier connect to automate your data warehouse workflows. You can trigger Zap workflows when rows are created or updated, execute SQL commands, and sync data across your apps. Prerequisites To use the Snowflake integration on Zapier, you must have: A Snowflake cloud-hosted account. Self-hosted accounts are not supported. Access control permissions in Snowflake. Your Snowflake account identifier, Client ID, and Client Secret. Find your Snowflake credentials To connect Snowflake to Zapier, you'll need your: Account identifier : Your Snowflake account identifier, which typically includes your organization and account name (for example, xy12345.us-east-1 ). Client ID and Client Secret : To create OAuth credentials, refer to Snowflake's OAuth documentation . Optional: MFA token If you have multi-factor authentication (MFA) enabled on your Snowflake account, you'll need to provide the MFA token from your authenticator app (such as Duo) when connecting. Learn more about setting up MFA in Snowflake . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Snowflake instance requires IP allowlisting. Connect Snowflake to Zapier To create an app connection to Snowflake on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Snowflake . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following required fields: Account : Enter your Snowflake account identifier. Client ID : Enter your OAuth Client ID. Client Secret : Enter your OAuth Client Secret. (Optional) Complete the following optional fields: MFA Token : Enter your MFA token if you have multi-factor authentication enabled. Role : Enter a specific role to use for the connection. Database : Enter a default database. Warehouse : Enter a default warehouse. Schema : Enter a default schema. Click Yes, Continue to Snowflake . Your Snowflake account is now successfully connected to Zapier. About Snowflake's app", "text": "How to get started with Snowflake on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Snowflake How to get started with Snowflake on Zapier Updated August 10, 2026 10:41 Snowflake and Zapier connect to automate your data warehouse workflows. You can trigger Zap workflows when rows are created or updated, execute SQL commands, and sync data across your apps. Prerequisites To use the Snowflake integration on Zapier, you must have: A Snowflake cloud-hosted account. Self-hosted accounts are not supported. Access control permissions in Snowflake. Your Snowflake account identifier, Client ID, and Client Secret. Find your Snowflake credentials To connect Snowflake to Zapier, you'll need your: Account identifier : Your Snowflake account identifier, which typically includes your organization and account name (for example, xy12345.us-east-1 ). Client ID and Client Secret : To create OAuth credentials, refer to Snowflake's OAuth documentation . Optional: MFA token If you have multi-factor authentication (MFA) enabled on your Snowflake account, you'll need to provide the MFA token from your authenticator app (such as Duo) when connecting. Learn more about setting up MFA in Snowflake . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Snowflake instance requires IP allowlisting. Connect Snowflake to Zapier To create an app connection to Snowflake on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Snowflake . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following required fields: Account : Enter your Snowflake account identifier. Client ID : Enter your OAuth Client ID. Client Secret : Enter your OAuth Client Secret. (Optional) Complete the following optional fields: MFA Token : Enter your MFA token if you have multi-factor authentication enabled. Role : Enter a specific role to use for the connection. Database : Enter a default database. Warehouse : Enter a default warehouse. Schema : Enter a default schema. Click Yes, Continue to Snowflake . Your Snowflake account is now successfully connected to Zapier. About Snowflake's app Triggers, searches, and actions Triggers New or Updated Row : Triggers when a row is created or updated in a selected table. New Column : Triggers when a new column is created on a selected table. Searches No search actions are available for Snowflake. Actions Execute SQL Command : Run custom SQL queries for data management. API Request (Beta) : This is an advanced action that makes a raw HTTP request with Snowflake authentication. Limitations Snowflake queries have a 30-second time limit to complete. If you receive a {\"message\":\"Failed: Numeric value '1,2,3' is not recognized\"} error, your data may be comma-separated. Check your data formats as line items . Learn more about Snowflake error messages . Templates View all of Snowflake's templates . Additional Snowflake resources Zapier's Snowflake integration page Snowflake documentation Snowflake supported cloud platforms ", "error": null, "slug": "snowflake", "help_title": "How to get started with Snowflake on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496027360781-Common-problems-with-Pinterest-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496027360781-Common-problems-with-Pinterest-on-Zapier", "title": "Common problems with Pinterest on Zapier", "auth_signals": ["premium"], "prerequisites": "", "connect_steps": "", "text": "Common problems with Pinterest on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Pinterest Common problems with Pinterest on Zapier Updated December 03, 2024 10:23 Note Pinterest is a premium app and is available on Zap's Professional plan and higher . Zapier trial users cannot use Pinterest. I can't find one of my boards Check to see if your board is marked as secret on Pinterest. Unfortunately, secret boards will not be available in the zap, so you'll need to make the boards public in order to trigger off of them. ", "error": null, "slug": "pinterest", "help_title": "Common problems with Pinterest on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859374218253-How-to-get-started-with-ConnectWise-Manage-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859374218253-How-to-get-started-with-ConnectWise-Manage-on-Zapier", "title": "How to get started with ConnectWise Manage on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the ConnectWise Manage app on Zapier, you must have: An active ConnectWise Manage account. API Member credentials created within ConnectWise Manage, including both Public and Private API keys generated through System Members API Members. Proper security role permissions configured for the API member to access the required ConnectWise Manage modules (Companies, Contacts, Tickets, Projects) based on your integration needs. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM ConnectWise Manage How to get started with ConnectWise Manage on Zapier Updated August 10, 2026 10:41 ConnectWise Manage (PSA) and Zapier connect to automate your business management. You can trigger actions when tickets or contacts are updated and create new tickets, companies, or contacts. Prerequisites To use the ConnectWise Manage app on Zapier, you must have: An active ConnectWise Manage account. API Member credentials created within ConnectWise Manage, including both Public and Private API keys generated through System Members API Members. Proper security role permissions configured for the API member to access the required ConnectWise Manage modules (Companies, Contacts, Tickets, Projects) based on your integration needs. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your ConnectWise Manage instance requires IP allowlisting. Connect ConnectWise Manage to Zapier To create an app connection to ConnectWise Manage on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ConnectWise Manage . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Company : Enter your ConnectWise Manage company identifier . Public Key : Enter your API public key . Private Key : Enter your API private key . Site : Enter your ConnectWise Manage server URL . Click Yes, Continue to ConnectWise Manage . Your ConnectWise Manage account is now successfully connected to Zapier. About ConnectWise Manage's app", "text": "How to get started with ConnectWise Manage on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM ConnectWise Manage How to get started with ConnectWise Manage on Zapier Updated August 10, 2026 10:41 ConnectWise Manage (PSA) and Zapier connect to automate your business management. You can trigger actions when tickets or contacts are updated and create new tickets, companies, or contacts. Prerequisites To use the ConnectWise Manage app on Zapier, you must have: An active ConnectWise Manage account. API Member credentials created within ConnectWise Manage, including both Public and Private API keys generated through System Members API Members. Proper security role permissions configured for the API member to access the required ConnectWise Manage modules (Companies, Contacts, Tickets, Projects) based on your integration needs. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your ConnectWise Manage instance requires IP allowlisting. Connect ConnectWise Manage to Zapier To create an app connection to ConnectWise Manage on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ConnectWise Manage . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Company : Enter your ConnectWise Manage company identifier . Public Key : Enter your API public key . Private Key : Enter your API private key . Site : Enter your ConnectWise Manage server URL . Click Yes, Continue to ConnectWise Manage . Your ConnectWise Manage account is now successfully connected to Zapier. About ConnectWise Manage's app Triggers, searches, and actions Triggers New/Updated Contact (Instant) - Triggers when a contact is created or updated. New/Updated Project (Instant) - Triggers when a project is created or updated. New Territory (Polling) - Triggers when a new territory is created. New Ticket Note (Polling) - Triggers when a new ticket note is created. New/Updated Ticket (Instant) - Triggers when a service ticket is created and/or updated. Searches Find Contact - Find a contact by name, email, or other parameter. Find Ticket - Find a ticket by ID, Summary, or other parameter. Find Contact - Find a contact by name, email, or other parameter. Optionally, create one if none are found. Find Company - Find a company by company identifier. Find File - Finds a based on ID. Find Company - Find a company by Company ID. Optionally, create one if none are found. Find Ticket - Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found. Actions Create Company - Creates a new company. Create Ticket - Creates a new service desk or project ticket. Update Company - Updates an existing company. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Attach a File to a Record - Upload a file and attach it to a record. Create Contact - Creates a new contact. Create Ticket Note - Create a service note or ticket note. Update Ticket - Updates an existing service or project ticket. Templates View all of ConnectWise Manage's templates . Use cases How automation helps me make money, not just earn it Additional ConnectWise Manage resources Zapier's ConnectWise Manage integration page ConnectWise Manage's Help Center ConnectWise Manage's API documentation ", "error": null, "slug": "connectwise-manage", "help_title": "How to get started with ConnectWise Manage on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495986694029-Common-Problems-with-Bigcommerce", "final_url": "https://help.zapier.com/hc/en-us/articles/8495986694029-Common-Problems-with-Bigcommerce", "title": "Common Problems with Bigcommerce", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Bigcommerce &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce BigCommerce Common Problems with Bigcommerce Updated March 05, 2026 12:40 Custom Field Support We don't have support for custom fields with BigCommerce at this point in time. New Order trigger is trigging on orders that didn't go through BigCommerce will send all orders, including orders that are marked as incomplete. BigCommerce considers orders where the user got to the payment page but didn't successfully check out as incomplete. You can read more about that here . If you only want complete orders to trigger the zap, you can add a filter to your zap that looks like this: I'm having troubles connecting my BigCommerce account As of July 2018, legacy API accounts have been deprecated. It is recommended to move to Store API Accounts. More information can be found here: https://support.bigcommerce.com/articles/Public/Legacy-API-Accounts ", "error": null, "slug": "bigcommerce", "help_title": "Common Problems with Bigcommerce"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495923291661-How-to-get-started-with-BigCommerce-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495923291661-How-to-get-started-with-BigCommerce-on-Zapier", "title": "How to get started with BigCommerce on Zapier", "auth_signals": ["oauth", "api_key"], "prerequisites": "Prerequisites To use the BigCommerce app on Zapier, you must have: A paid BigCommerce plan (Standard, Plus, Pro, or Enterprise). Store Owner permissions in BigCommerce to create the required API credentials for Zapier. A Store API account created in BigCommerce with appropriate OAuth scopes configured for the data you want to sync with Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce BigCommerce How to get started with BigCommerce on Zapier Updated October 30, 2025 10:51 BigCommerce and Zapier connect to automate your eCommerce workflows. Trigger actions when orders are created or carts are abandoned and create customers or products. Prerequisites To use the BigCommerce app on Zapier, you must have: A paid BigCommerce plan (Standard, Plus, Pro, or Enterprise). Store Owner permissions in BigCommerce to create the required API credentials for Zapier. A Store API account created in BigCommerce with appropriate OAuth scopes configured for the data you want to sync with Zapier. Connect BigCommerce to Zapier To create an app connection to BigCommerce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BigCommerce . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Store hash : Enter your BigCommerce store hash . Access token : Enter your BigCommerce access token . Click Yes, Continue to BigCommerce . Your BigCommerce account is now successfully connected to Zapier. About BigCommerce's app", "text": "How to get started with BigCommerce on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce BigCommerce How to get started with BigCommerce on Zapier Updated October 30, 2025 10:51 BigCommerce and Zapier connect to automate your eCommerce workflows. Trigger actions when orders are created or carts are abandoned and create customers or products. Prerequisites To use the BigCommerce app on Zapier, you must have: A paid BigCommerce plan (Standard, Plus, Pro, or Enterprise). Store Owner permissions in BigCommerce to create the required API credentials for Zapier. A Store API account created in BigCommerce with appropriate OAuth scopes configured for the data you want to sync with Zapier. Connect BigCommerce to Zapier To create an app connection to BigCommerce on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BigCommerce . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Store hash : Enter your BigCommerce store hash . Access token : Enter your BigCommerce access token . Click Yes, Continue to BigCommerce . Your BigCommerce account is now successfully connected to Zapier. About BigCommerce's app Triggers, searches, and actions Triggers Abandoned Cart - Triggers when a cart is abandoned. (Instant) Customer Created - Triggers when a new customer is created. (Instant) Order Created - Triggers when a new order is created. (Instant) Shipment Created - Triggers when a new shipment is created. (Instant) Customer Address Updated - Triggers when a customer address is updated. (Instant) Order Status Updated - Triggers when an order status has changed. (Instant) Cart Created - Triggers when a new cart is created. (Instant) Customer Address Created - Triggers when a new customer address is created. (Instant) Product Created - Triggers when a new product is created. (Instant) Customer Updated - Triggers when a customer is updated. (Instant) Order Updated - Triggers when an order is updated. (Instant) Searches Search Customer - Search for a registered customer Search Product - Search for a product in the catalog Search Customer Address - Search for a customer's address Actions Create Customer - Create a customer Create a Product - Create a product Create Blog Post - Create a blog post Create Customer Address - Create a customer's address API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations API rate limits apply. BigCommerce enforces rate limits that vary by plan type - Pro plans allow 60k requests per hour (450 per 30 seconds), Plus & Standard plans allow 20k requests per hour (150 per 30 seconds), and Enterprise plans have custom limits by resource. Templates View all of BigCommerce's templates . Use cases Turn first-time purchasers into repeat customers with BigCommerce 5 ways to respond faster to customer reviews . Additional BigCommerce resources Zapier's BigCommerce integration page BigCommerce's Help Center BigCommerce's API documentation ", "error": null, "slug": "bigcommerce", "help_title": "How to get started with BigCommerce on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496166479117-How-to-Get-Started-with-Browse-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496166479117-How-to-Get-Started-with-Browse-AI-on-Zapier", "title": "How to Get Started with Browse AI on Zapier", "auth_signals": ["oauth", "api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Browze AI How to Get Started with Browse AI on Zapier Updated February 06, 2024 09:41 About Browse AI's Integration What kind of authentication does Browse AI use? Browse AI uses OAuth. Do I need a paid Browse AI account to use Browse AI with Zapier? You don't need a specific Browse AI plan to use Browse AI with Zapier. Do I need special account permissions in Browse AI to use Browse AI with Zapier? There aren't any specific Browse AI account permissions to connect Browse AI to Zapier. Are there any API token limits in Browse AI when I use Browse AI with Zapier? No, there are no token limits when", "text": "How to Get Started with Browse AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Browze AI How to Get Started with Browse AI on Zapier Updated February 06, 2024 09:41 About Browse AI's Integration What kind of authentication does Browse AI use? Browse AI uses OAuth. Do I need a paid Browse AI account to use Browse AI with Zapier? You don't need a specific Browse AI plan to use Browse AI with Zapier. Do I need special account permissions in Browse AI to use Browse AI with Zapier? There aren't any specific Browse AI account permissions to connect Browse AI to Zapier. Are there any API token limits in Browse AI when I use Browse AI with Zapier? No, there are no token limits when using Browse AI with Zapier. Are there any webhook subscription limits in Browse AI when I use Browse AI with Zapier? Browse AI doesn't have any webhook subscription limits when you use Browse AI with Zapier. Are custom fields in Browse AI supported when I use Browse AI with Zapier? Yes, Browse AI supports custom fields. Does Browse AI use real trigger samples from my Browse AI account? Yes, Browse AI provides real trigger samples from your Browse AI account. What kind of Browse AI hosted account can I use with Zapier? Browse AI's Zapier integration supports cloud-hosted accounts only. Connecting with Browse AI When you create a Browse AI Zap, you'll be asked to log in to your Browse AI account (unless you are already logged in). Finally, you will be asked to give Zapier permission to access your account. Click Accept to continue. If all steps were successful, your Browse AI account will be connected. ", "error": null, "slug": "browse-ai", "help_title": "How to Get Started with Browse AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496035701389-How-to-get-started-with-Google-Groups-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496035701389-How-to-get-started-with-Google-Groups-on-Zapier", "title": "How to get started with Google Groups on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Google Groups app on Zapier, you must have: A paid Zapier account. Google Groups is a premium app on Zapier. A Google Workspace account with Google Groups for Business enabled. Domain administrator privileges or Groups administrator role in Google Workspace.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Google Groups How to get started with Google Groups on Zapier Updated April 10, 2026 17:03 Google Groups and Zapier connect to automate group management. You can add members to groups and create new groups when forms are submitted. Available on plans: Free Professional Team Enterprise Prerequisites To use the Google Groups app on Zapier, you must have: A paid Zapier account. Google Groups is a premium app on Zapier. A Google Workspace account with Google Groups for Business enabled. Domain administrator privileges or Groups administrator role in Google Workspace. Connect Google Groups to Zapier To create an app connection to Google Groups on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Groups . Click Add connection . A new browser tab or window will open. Log into Google Groups to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Groups account is now successfully connected to Zapier. About Google Groups's app", "text": "How to get started with Google Groups on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Google Groups How to get started with Google Groups on Zapier Updated April 10, 2026 17:03 Google Groups and Zapier connect to automate group management. You can add members to groups and create new groups when forms are submitted. Available on plans: Free Professional Team Enterprise Prerequisites To use the Google Groups app on Zapier, you must have: A paid Zapier account. Google Groups is a premium app on Zapier. A Google Workspace account with Google Groups for Business enabled. Domain administrator privileges or Groups administrator role in Google Workspace. Connect Google Groups to Zapier To create an app connection to Google Groups on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Groups . Click Add connection . A new browser tab or window will open. Log into Google Groups to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Groups account is now successfully connected to Zapier. About Google Groups's app Triggers, searches, and actions Triggers No triggers available for Google Groups. Searches No searches available for Google Groups. Actions Add Group Email Alias - Adds a new email alias for a group. Create or Update Group - Creates or updates a group. Add Member to Group - Adds a new member to a group. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Third-party apps like Zapier must be explicitly marked as trusted in Google Workspace Admin Console under Security → API Controls → App Access Control. Subject to Google Groups Settings API rate limits of up to 100,000 queries per day. Templates View all of Google Groups's templates . Additional Google Groups resources Zapier's Google Groups integration page Google Groups's Help Center Google Groups's API documentation ", "error": null, "slug": "google-groups", "help_title": "How to get started with Google Groups on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496049356557-Common-Problems-with-Amazon-Seller-Central-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496049356557-Common-Problems-with-Amazon-Seller-Central-on-Zapier", "title": "Common Problems with Amazon Seller Central on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Amazon Seller Central on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Amazon Seller Central Common Problems with Amazon Seller Central on Zapier Updated March 05, 2026 12:40 \"New Order\" Trigger is not triggering This can happen sometimes if the trigger field for \"Order Status\" is set to \"Unshipped\". If you receive a new Unshipped order and its status changes to Shipped before Zapier has had time to poll for new Unshipped orders, we'll miss it. To fix this, you'll need to wait 5 or 15 minutes (depending on your Zapier plan's polling interval) after a new order has been marked as Unshipped before the order status can be changed to anything else. Another fix here would be to change the \"Order Status\" trigger field to \"Shipped\" in your Zap. Assuming that this fits your workflow, the Shipped status is going to be more reliable since it is not a temporary status like Unshipped. Customer information isn't available within the Zap editor Due to restrictions with Amazon's API, it's not possible to access PII (personal) data from the Amazon platform such as email address, street address, phone number, etc. Amazon is currently limiting this personal data to certain apps that are considered to be first-party applications involved in the fulfilment of sales on their platform. We do have this as a feature request to have this data available on Zapier, so if you wish to be added to this list contact support . ", "error": null, "slug": "amazon-seller-central", "help_title": "Common Problems with Amazon Seller Central on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39882422085389-How-to-get-started-with-Quickbase-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39882422085389-How-to-get-started-with-Quickbase-on-Zapier", "title": "How to get started with Quickbase on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Quickbase app on Zapier, you must have: An active Quickbase account with at least a Team plan or higher. Appropriate permissions in Quickbase to access the apps you want to integrate. You must be provisioned with a Quickbase role that has at least Basic Access application permissions. IP filtering disabled for your realm or app. A paid Zapier account. Quickbase is a premium app on Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Quickbase How to get started with Quickbase on Zapier Updated April 10, 2026 17:04 Quickbase and Zapier connect to automate your work. You can trigger actions when new records are created and create new records in tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the Quickbase app on Zapier, you must have: An active Quickbase account with at least a Team plan or higher. Appropriate permissions in Quickbase to access the apps you want to integrate. You must be provisioned with a Quickbase role that has at least Basic Access application permissions. IP filtering disabled for your realm or app. A paid Zapier account. Quickbase is a premium app on Zapier. Connect Quickbase to Zapier To create an app connection to Quickbase on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Quickbase . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: User Token : Enter your Quickbase User Token . Learn more on creating Quickbase user tokens . Realm : Enter your Quickbase realmn subdomain (e.g., if your realmn subdomain is mycompany.quickbase.com , enter mycompany ). Click Yes, Continue to Quickbase . Your Quickbase account is now successfully connected to Zapier. About Quickbase's app", "text": "How to get started with Quickbase on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Quickbase How to get started with Quickbase on Zapier Updated April 10, 2026 17:04 Quickbase and Zapier connect to automate your work. You can trigger actions when new records are created and create new records in tables. Available on plans: Free Professional Team Enterprise Prerequisites To use the Quickbase app on Zapier, you must have: An active Quickbase account with at least a Team plan or higher. Appropriate permissions in Quickbase to access the apps you want to integrate. You must be provisioned with a Quickbase role that has at least Basic Access application permissions. IP filtering disabled for your realm or app. A paid Zapier account. Quickbase is a premium app on Zapier. Connect Quickbase to Zapier To create an app connection to Quickbase on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Quickbase . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: User Token : Enter your Quickbase User Token . Learn more on creating Quickbase user tokens . Realm : Enter your Quickbase realmn subdomain (e.g., if your realmn subdomain is mycompany.quickbase.com , enter mycompany ). Click Yes, Continue to Quickbase . Your Quickbase account is now successfully connected to Zapier. About Quickbase's app Triggers, searches, and actions Triggers New Record (Polling) - Triggers when a new record is created. New or Updated Record (Polling) - Triggers when a new or updated record is created. Searches Find Record - Finds an existing record. Find or Create Record - Finds an existing record. Actions Create Record - Creates a new record in a Quick Base table. Delete Record - Deletes a record in a Quick Base table. Create / Update Records From Array - Creates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with values. Update Record - Updates a record in a Quick Base table. Limitations API rate limits apply . RESTful API has inbound limits of 100 requests per 10 seconds per user token. Templates View all of Quickbase's templates . Additional Quickbase resources Zapier's Quickbase integration page Quickbase's Help Center Quickbase's API documentation ", "error": null, "slug": "quickbase", "help_title": "How to get started with Quickbase on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/41198877977869-How-to-get-started-with-Iterable-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/41198877977869-How-to-get-started-with-Iterable-on-Zapier", "title": "How to get started with Iterable on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Iterable app on Zapier, you must have: An active Iterable account (free trial or paid plan available). A server-side API key created in your Iterable account with appropriate permissions for the actions you want to perform. Administrative privileges or \"Manage Integrations\" project permission in your Iterable account to create API keys.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Iterable How to get started with Iterable on Zapier Updated November 17, 2025 15:03 Iterable and Zapier connect to automate email marketing workflows. You can create users and track events from form submissions and update user data. Prerequisites To use the Iterable app on Zapier, you must have: An active Iterable account (free trial or paid plan available). A server-side API key created in your Iterable account with appropriate permissions for the actions you want to perform. Administrative privileges or \"Manage Integrations\" project permission in your Iterable account to create API keys. Connect Iterable to Zapier To create an app connection to Iterable on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Iterable . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field enter your server-side API key from Iterable. Click Yes, Continue to Iterable . Your Iterable account is now successfully connected to Zapier. About Iterable's app", "text": "How to get started with Iterable on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Iterable How to get started with Iterable on Zapier Updated November 17, 2025 15:03 Iterable and Zapier connect to automate email marketing workflows. You can create users and track events from form submissions and update user data. Prerequisites To use the Iterable app on Zapier, you must have: An active Iterable account (free trial or paid plan available). A server-side API key created in your Iterable account with appropriate permissions for the actions you want to perform. Administrative privileges or \"Manage Integrations\" project permission in your Iterable account to create API keys. Connect Iterable to Zapier To create an app connection to Iterable on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Iterable . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field enter your server-side API key from Iterable. Click Yes, Continue to Iterable . Your Iterable account is now successfully connected to Zapier. About Iterable's app Triggers, searches, and actions Triggers No triggers available for Iterable. Searches No searches available for Iterable. Actions Create a User - Add new user profile data. Track a Purchase - Tracks when a user makes a purchase. Also clears shoppingCartItems on the user profile. Update a User - Update user profile data. Track Event - Create a custom event. Update a User's Shopping Cart Items - Update the \"shoppingCartItems\" field on the user profile with shopping cart items. User profile is updated if it already exists (created otherwise). API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate limits apply to various API endpoints . Different endpoints have different rate limits (e.g., 100 requests/second for campaigns, 10 requests/minute for campaign metrics, 1000 requests/second for catalog items). Zapier actions require an email field since Iterable's action steps need an email address for user identification. Templates View all of Iterable's templates . Use cases 3 ways to automate Iterable Additional Iterable resources Zapier's Iterable integration page Iterable's Help Center Iterable's API documentation ", "error": null, "slug": "iterable", "help_title": "How to get started with Iterable on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42877020336525-How-to-get-started-with-SFTP-by-Zapier-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42877020336525-How-to-get-started-with-SFTP-by-Zapier-on-Zapier", "title": "How to get started with SFTP by Zapier on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the SFTP by Zapier app on Zapier, you must have: An SFTP server with remote access enabled. SFTP server credentials: hostname (or IP address), port number, username, and password or SSH private key. Network access to your SFTP server from Zapier's IP addresses. If your server is behind a firewall, you may need to allowlist Zapier's IP addresses. Find your SFTP server credentials To", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data How to get started with SFTP by Zapier on Zapier Updated August 10, 2026 10:41 SFTP by Zapier connects your SFTP (Secure File Transfer Protocol) server to Zapier for automated file management. You can trigger Zap workflows when files are added or updated on your server, and upload or download files between your SFTP server and other apps. Prerequisites To use the SFTP by Zapier app on Zapier, you must have: An SFTP server with remote access enabled. SFTP server credentials: hostname (or IP address), port number, username, and password or SSH private key. Network access to your SFTP server from Zapier's IP addresses. If your server is behind a firewall, you may need to allowlist Zapier's IP addresses. Find your SFTP server credentials To connect your SFTP server to Zapier, you need the following information: Credential Description Host The hostname or IP address of your SFTP server (e.g., sftp.example.com or 192.168.1.1) Port The port number for SFTP connections (default is 22) Username Your SFTP account username Password Your SFTP password (required if not using SSH key authentication) Private Key Your SSH private key (required if not using password authentication) You must provide at least a password or an SSH private key for authentication. You can also provide both. Contact your server administrator or hosting provider if you do not have these credentials. Allowlist Zapier's IP addresses For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your SFTP server requires IP allowlisting. Connect SFTP by Zapier to Zapier To create an app connection to SFTP by Zapier on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SFTP by Zapier . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Host : Enter your SFTP server's hostname or IP address. Username : Enter your SFTP username. Port Number : (Optional) Enter your SFTP server's port number. Defaults to 22 if left blank. Password : Enter your SFTP password. Private Key : Paste your SSH private key. Click Yes, Continue to SFTP by Zapier . Your SFTP server is now successfully connected to Zapier. Note Zapier cannot access files on your local computer. Files must be stored on your SF", "text": "How to get started with SFTP by Zapier on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Storing & consolidating data How to get started with SFTP by Zapier on Zapier Updated August 10, 2026 10:41 SFTP by Zapier connects your SFTP (Secure File Transfer Protocol) server to Zapier for automated file management. You can trigger Zap workflows when files are added or updated on your server, and upload or download files between your SFTP server and other apps. Prerequisites To use the SFTP by Zapier app on Zapier, you must have: An SFTP server with remote access enabled. SFTP server credentials: hostname (or IP address), port number, username, and password or SSH private key. Network access to your SFTP server from Zapier's IP addresses. If your server is behind a firewall, you may need to allowlist Zapier's IP addresses. Find your SFTP server credentials To connect your SFTP server to Zapier, you need the following information: Credential Description Host The hostname or IP address of your SFTP server (e.g., sftp.example.com or 192.168.1.1) Port The port number for SFTP connections (default is 22) Username Your SFTP account username Password Your SFTP password (required if not using SSH key authentication) Private Key Your SSH private key (required if not using password authentication) You must provide at least a password or an SSH private key for authentication. You can also provide both. Contact your server administrator or hosting provider if you do not have these credentials. Allowlist Zapier's IP addresses For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your SFTP server requires IP allowlisting. Connect SFTP by Zapier to Zapier To create an app connection to SFTP by Zapier on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SFTP by Zapier . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Host : Enter your SFTP server's hostname or IP address. Username : Enter your SFTP username. Port Number : (Optional) Enter your SFTP server's port number. Defaults to 22 if left blank. Password : Enter your SFTP password. Private Key : Paste your SSH private key. Click Yes, Continue to SFTP by Zapier . Your SFTP server is now successfully connected to Zapier. Note Zapier cannot access files on your local computer. Files must be stored on your SFTP server for Zapier to access them. If you need to work with local files, first upload them to your SFTP server. About SFTP by Zapier's app What is SFTP? SFTP (Secure File Transfer Protocol) is a network protocol that provides secure file access, transfer, and management over an encrypted SSH connection. Unlike standard FTP, SFTP encrypts both authentication and data, protecting your credentials and files during transfer. Common use cases for SFTP with Zapier include: Automating file backups from other apps to your SFTP server. Triggering workflows when new files arrive on your server. Exchanging data files with partners or internal systems. Importing or exporting data between your SFTP server and other apps. Triggers, searches, and actions Triggers New or Updated File - Triggers when a file is added or modified in a specified folder on your SFTP server. Searches No searches available for this app. Actions Upload File - Uploads a file from a previous Zap step to your SFTP server. If you don't specify a filename, the integration can auto-detect filenames from the source file. Download File - Downloads a file from your SFTP server to use in subsequent Zap steps. Limitations Zapier cannot access files on your local computer or laptop. Files must be on an accessible SFTP server. Large file uploads may time out. Zapier has a 180-second timeout for action steps, which may affect very large files when uploading. If your SFTP server has rate limits, frequent Zap runs may exceed these limits. Additional SFTP by Zapier resources Zapier's SFTP by Zapier integration page ", "error": null, "slug": "sftp-by-zapier", "help_title": "How to get started with SFTP by Zapier on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40111993372301-How-to-get-started-with-GoTo-Webinar-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40111993372301-How-to-get-started-with-GoTo-Webinar-on-Zapier", "title": "How to get started with GoTo Webinar on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the GoTo Webinar app on Zapier, you must have: A paid Zapier account. GoTo Webinar is a premium app on Zapier. An active GoTo Webinar subscription.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing GoTo Webinar How to get started with GoTo Webinar on Zapier Updated April 10, 2026 17:03 GoTo Webinar and Zapier connect to automate webinar workflows. You can trigger actions when new registrants sign up and create registrants from forms. Available on plans: Free Professional Team Enterprise Prerequisites To use the GoTo Webinar app on Zapier, you must have: A paid Zapier account. GoTo Webinar is a premium app on Zapier. An active GoTo Webinar subscription. Connect GoTo Webinar to Zapier To create an app connection to GoToWebinar on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select GoToWebinar . Click Add connection . A new browser tab or window will open. Log into GoToWebinar to authenticate. Grant Zapier permission to access your account if prompted to. Your GoToWebinar account is now successfully connected to Zapier. About GoTo Webinar's app", "text": "How to get started with GoTo Webinar on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing GoTo Webinar How to get started with GoTo Webinar on Zapier Updated April 10, 2026 17:03 GoTo Webinar and Zapier connect to automate webinar workflows. You can trigger actions when new registrants sign up and create registrants from forms. Available on plans: Free Professional Team Enterprise Prerequisites To use the GoTo Webinar app on Zapier, you must have: A paid Zapier account. GoTo Webinar is a premium app on Zapier. An active GoTo Webinar subscription. Connect GoTo Webinar to Zapier To create an app connection to GoToWebinar on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select GoToWebinar . Click Add connection . A new browser tab or window will open. Log into GoToWebinar to authenticate. Grant Zapier permission to access your account if prompted to. Your GoToWebinar account is now successfully connected to Zapier. About GoTo Webinar's app Triggers, searches, and actions Triggers New Attendee - Triggers when a registrant completes a webinar. At that point, they are considered an attendee. (Polling) New Upcoming Webinar - Triggers when you add a new upcoming webinar. (Polling) New Registrant - Triggers when a new registrant is added to a webinar. (Polling) Searches Find Registrant - Finds an existing registrant. Find Webinar - Finds an existing webinar. Actions Remove Registrant - Removes a registrant from a webinar. Create Registrant - Create a new registrant for a webinar. Create Webinar - Create and schedule a new, single-session webinar. Limitations API rate limits apply . The GoTo Webinar API has a default rate limit of 10 requests per second, and when exceeded, returns a 429 HTTP status code. Templates View all of GoTo Webinar's templates . Use cases 5 ways to automate GoTo Webinar Your guide to webinar automation Additional GoTo Webinar resources Zapier's GoTo Webinar integration page GoTo Webinar's Help Center GoTo Webinar's API documentation ", "error": null, "slug": "gotowebinar", "help_title": "How to get started with GoTo Webinar on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496049319437-How-to-get-started-with-Amazon-Seller-Central-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496049319437-How-to-get-started-with-Amazon-Seller-Central-on-Zapier", "title": "How to get started with Amazon Seller Central on Zapier", "auth_signals": ["oauth", "premium"], "prerequisites": "Prerequisites To use the Amazon Seller Central app on Zapier, you must have: An active Amazon Seller Central account with a Professional selling plan. Your Amazon Seller Central account must be in the North American region (US, Canada, or Mexico). A paid Zapier plan. Amazon Seller Central is a premium app on Zapier. Note This integration only works for sellers in the North American region. If you're outside of the North American region, you cannot connect. Contact Amazon's Marketplace service team to register your interest in adding additional regions.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Amazon Seller Central How to get started with Amazon Seller Central on Zapier Updated April 10, 2026 17:03 Amazon Seller Central and Zapier connect to automate your eCommerce workflows. You can trigger actions when new orders come in or when order statuses change. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon Seller Central app on Zapier, you must have: An active Amazon Seller Central account with a Professional selling plan. Your Amazon Seller Central account must be in the North American region (US, Canada, or Mexico). A paid Zapier plan. Amazon Seller Central is a premium app on Zapier. Note This integration only works for sellers in the North American region. If you're outside of the North American region, you cannot connect. Contact Amazon's Marketplace service team to register your interest in adding additional regions. Connect Amazon Seller Central to Zapier Amazon Seller Central uses OAuth to authenticate your account on Zapier. To create an app connection to Amazon Seller Central on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon Seller Central . Click Add connection . A new browser tab or window will open. Log in to your Amazon Seller Central account. Grant Zapier permission to access your account when prompted. Your Amazon Seller Central account is now successfully connected to Zapier. About Amazon Seller Central's app", "text": "How to get started with Amazon Seller Central on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Amazon Seller Central How to get started with Amazon Seller Central on Zapier Updated April 10, 2026 17:03 Amazon Seller Central and Zapier connect to automate your eCommerce workflows. You can trigger actions when new orders come in or when order statuses change. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon Seller Central app on Zapier, you must have: An active Amazon Seller Central account with a Professional selling plan. Your Amazon Seller Central account must be in the North American region (US, Canada, or Mexico). A paid Zapier plan. Amazon Seller Central is a premium app on Zapier. Note This integration only works for sellers in the North American region. If you're outside of the North American region, you cannot connect. Contact Amazon's Marketplace service team to register your interest in adding additional regions. Connect Amazon Seller Central to Zapier Amazon Seller Central uses OAuth to authenticate your account on Zapier. To create an app connection to Amazon Seller Central on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon Seller Central . Click Add connection . A new browser tab or window will open. Log in to your Amazon Seller Central account. Grant Zapier permission to access your account when prompted. Your Amazon Seller Central account is now successfully connected to Zapier. About Amazon Seller Central's app Triggers, searches, and actions Triggers New Order - Triggers when a new order is created in Amazon Seller Central. This is a polling trigger. Order Status Changed - Triggers when an order's status changes in Amazon Seller Central. This is a polling trigger. Searches No search actions are available for Amazon Seller Central. Actions API Request (Beta) - This is an advanced action that makes a raw HTTP request with Amazon Seller Central authentication. Limitations This integration only supports sellers in the North American region (US, Canada, Mexico). Due to Amazon API restrictions, personal identification information (PII) such as email addresses, street addresses, and phone numbers cannot be accessed. Amazon Seller Central has usage limits and rate limits . Exceeding these limits may cause errors. Triggers use polling, so there may be a delay between when an event occurs and when your Zap runs. Custom fields are not supported. Templates View all of Amazon Seller Central's templates . Additional Amazon Seller Central resources Zapier's Amazon Seller Central integration page Common problems with Amazon Seller Central on Zapier Amazon Seller Central Help Amazon SP-API documentation ", "error": null, "slug": "amazon-seller-central", "help_title": "How to get started with Amazon Seller Central on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495937819277-How-to-get-started-with-Zendesk-Sell-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495937819277-How-to-get-started-with-Zendesk-Sell-on-Zapier", "title": "How to get started with Zendesk Sell on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Zendesk Sell app on Zapier, you must have: A Zendesk Sell Growth plan or higher. API access enabled within your Zendesk Sells account. This needs to be done by your administrator. Appropriate user permissions within Zendesk Sell to interact with relevant records (e.g., Leads, Contacts, Deals). The permissions needed will vary depending on the specific action you choose in Zapier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zendesk Sell How to get started with Zendesk Sell on Zapier Updated January 23, 2026 15:54 Zendesk Sell and Zapier connect to automate your sales work. You can trigger actions when new leads or deals are created and create contacts or notes. Prerequisites To use the Zendesk Sell app on Zapier, you must have: A Zendesk Sell Growth plan or higher. API access enabled within your Zendesk Sells account. This needs to be done by your administrator. Appropriate user permissions within Zendesk Sell to interact with relevant records (e.g., Leads, Contacts, Deals). The permissions needed will vary depending on the specific action you choose in Zapier. Connect Zendesk Sell to Zapier To create an app connection to Zendesk Sell on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zendesk Sell . Click Add connection . A new browser tab or window will open. Log into Zendesk Sell to authenticate. Grant Zapier permission to access your account if prompted to. Your Zendesk Sell account is now successfully connected to Zapier. About Zendesk Sell's app", "text": "How to get started with Zendesk Sell on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zendesk Sell How to get started with Zendesk Sell on Zapier Updated January 23, 2026 15:54 Zendesk Sell and Zapier connect to automate your sales work. You can trigger actions when new leads or deals are created and create contacts or notes. Prerequisites To use the Zendesk Sell app on Zapier, you must have: A Zendesk Sell Growth plan or higher. API access enabled within your Zendesk Sells account. This needs to be done by your administrator. Appropriate user permissions within Zendesk Sell to interact with relevant records (e.g., Leads, Contacts, Deals). The permissions needed will vary depending on the specific action you choose in Zapier. Connect Zendesk Sell to Zapier To create an app connection to Zendesk Sell on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zendesk Sell . Click Add connection . A new browser tab or window will open. Log into Zendesk Sell to authenticate. Grant Zapier permission to access your account if prompted to. Your Zendesk Sell account is now successfully connected to Zapier. About Zendesk Sell's app Triggers, searches, and actions Triggers New Contact - Triggers when a new contact is created. (Polling) New Deal - Triggers when a new deal is created. (Polling) Updated Deal - Triggers when an existing deal is updated. (Polling) Updated Lead - Triggers when an existing lead is updated. (Polling) New Product in Catalog - Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher. (Polling) Updated Contact - Triggers when an existing contact is updated. (Polling) Deal Enters New Stage - Triggers when a deal enters a new stage. (Polling) New Lead - Triggers when a new lead is created. (Polling) New Note - Triggers when a new note is created. (Polling) New Task - Triggers when a new task is created. (Polling) Searches Find Company - Finds a company by Company ID, name or email address. Find Person - Finds a person by Person ID, name or email address. Find Deal Source - Finds a deal source by ID or name. Find Lead Source - Finds a lead source by ID or name. Find Sequence - Finds a sequence by Sequence ID or name. Requires Reach add-on. Find User - Finds a user by ID, email or name. Find Contact - Finds a contact by Contact ID, name or email address. Find Deal - Finds a deal by Deal ID or name. Find Lead - Finds a lead by ID, company name, name or email address. Find Product in Catalog - Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher. Find Deal Stage - Finds a deal stage by ID or name. Actions Create Company - Creates a new company. Create Person - Creates a new person. Create Deal - Creates a new deal. Stop Sequence Enrollments - Stops sequence enrollments for a given lead. Create Lead - Creates a new lead. Create Note - Creates a new note for an existing lead, contact or deal. Update Product in Catalog - Updates an existing product in catalog. Requires Sell Enterprise Plan or higher. Update Company - Updates an existing company. Update Person - Updates an existing person. Update Deal - Updates an existing deal. Create Sequence Enrollment - Creates a sequence enrollment for a given lead. Requires Reach add-on. Update Lead - Updates an existing lead. Create Product in Catalog - Creates a new product in catalog. Requires Sell Enterprise Plan or higher. Create Task - Creates a new task. Find or Create Person - Finds a contact by Contact ID, name or email address. Optionally, create one if none are found. Find or Create Lead - Finds a lead by ID, company name, name or email address. Optionally, create one if none are found. Find or Create Company - Finds a company by Company ID, name or email address. Optionally, create one if none are found. Limitations API requests are limited to 36,000 requests per hour (10 requests per token per second). When rate limits are exceeded, requests will receive a 429 Too Many Requests response code until the reset time is reached. Zendesk Sell sends up to 500 contacts at a time, so if more contacts are added between Zap runs, they'll be missed. Templates View all of Zendesk Sell's templates . Use cases 5 ways to automate your sales journey with Zendesk Sell Additional Zendesk Sell resources Zapier's Zendesk Sell integration page Zendesk Sell's Help Center Zendesk Sell's API documentation ", "error": null, "slug": "zendesk-sell", "help_title": "How to get started with Zendesk Sell on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859791500301-How-to-get-started-with-LiveChat-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859791500301-How-to-get-started-with-LiveChat-on-Zapier", "title": "How to get started with LiveChat on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the LiveChat app on Zapier, you must have: An active LiveChat account (any plan including the 14-day free trial). A Personal Access Token (PAT) generated with the required scopes: tickets_read tickets_write webhooks_manage webhooks_write archives_reads archives_writes visitors_read", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support LiveChat How to get started with LiveChat on Zapier Updated January 23, 2026 14:34 LiveChat and Zapier connect to automate customer support. You can trigger actions when chats start or end and sync chat data to CRMs or sheets. Prerequisites To use the LiveChat app on Zapier, you must have: An active LiveChat account (any plan including the 14-day free trial). A Personal Access Token (PAT) generated with the required scopes: tickets_read tickets_write webhooks_manage webhooks_write archives_reads archives_writes visitors_read Connect LiveChat to Zapier To create an app connection to LiveChat on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LiveChat . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Email : Enter your LiveChat account email address . Personal Access Token Key : Enter your LiveChat API key . Click Yes, Continue to LiveChat . Your LiveChat account is now successfully connected to Zapier. About LiveChat's app", "text": "How to get started with LiveChat on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Support LiveChat How to get started with LiveChat on Zapier Updated January 23, 2026 14:34 LiveChat and Zapier connect to automate customer support. You can trigger actions when chats start or end and sync chat data to CRMs or sheets. Prerequisites To use the LiveChat app on Zapier, you must have: An active LiveChat account (any plan including the 14-day free trial). A Personal Access Token (PAT) generated with the required scopes: tickets_read tickets_write webhooks_manage webhooks_write archives_reads archives_writes visitors_read Connect LiveChat to Zapier To create an app connection to LiveChat on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LiveChat . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Email : Enter your LiveChat account email address . Personal Access Token Key : Enter your LiveChat API key . Click Yes, Continue to LiveChat . Your LiveChat account is now successfully connected to Zapier. About LiveChat's app Triggers, searches, and actions Triggers Chat Changed (Instant) - Triggers when the tag list for a particular chat was changed. New Chat (Instant) - Triggers when the chat is started. New Visitor in Queue (Instant) - Triggers when a visitor enters queue. Finished Chat (Instant) - Triggers when the chat is ended. New Ticket (Instant) - Triggers when the ticket is created. Searches No searches available for LiveChat in Zapier. Actions No actions available for LiveChat in Zapier. Limitations There is a limit of 2 5 access tokens per client per user account , with the oldest token being automatically revoked when the limit is reached. Templates View all of LiveChat's templates . Additional LiveChat resources Zapier's LiveChat integration page Livechat's Help Center LiveChat's API documentation ", "error": null, "slug": "livechat", "help_title": "How to get started with LiveChat on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495979521805-How-to-get-started-with-AWS-Lambda-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495979521805-How-to-get-started-with-AWS-Lambda-on-Zapier", "title": "How to get started with AWS Lambda on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the AWS Lambda app on Zapier, you must have: A paid Zapier account. AWS Lambda is a premium app on Zapier. An active AWS account with access to AWS Lambda service . An IAM user created specifically for Zapier with limited permissions to Lambda only .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations AWS Lambda How to get started with AWS Lambda on Zapier Updated April 10, 2026 17:03 AWS Lambda and Zapier connect to automate serverless functions. You can trigger workflows when new functions are added and invoke functions with data. Available on plans: Free Professional Team Enterprise Prerequisites To use the AWS Lambda app on Zapier, you must have: A paid Zapier account. AWS Lambda is a premium app on Zapier. An active AWS account with access to AWS Lambda service . An IAM user created specifically for Zapier with limited permissions to Lambda only . Connect AWS Lambda to Zapier To create an app connection to AWS Lambda on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select AWS Lambda . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Access Key ID : Enter your AWS Access Key ID . Secret Access Key : Enter your AWS Secret Access Key . Region : Enter your AWS Region (e.g., us-east-1). Click Yes, Continue to AWS Lambda . Your AWS Lambda account is now successfully connected to Zapier. About AWS Lambda's app", "text": "How to get started with AWS Lambda on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations AWS Lambda How to get started with AWS Lambda on Zapier Updated April 10, 2026 17:03 AWS Lambda and Zapier connect to automate serverless functions. You can trigger workflows when new functions are added and invoke functions with data. Available on plans: Free Professional Team Enterprise Prerequisites To use the AWS Lambda app on Zapier, you must have: A paid Zapier account. AWS Lambda is a premium app on Zapier. An active AWS account with access to AWS Lambda service . An IAM user created specifically for Zapier with limited permissions to Lambda only . Connect AWS Lambda to Zapier To create an app connection to AWS Lambda on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select AWS Lambda . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Access Key ID : Enter your AWS Access Key ID . Secret Access Key : Enter your AWS Secret Access Key . Region : Enter your AWS Region (e.g., us-east-1). Click Yes, Continue to AWS Lambda . Your AWS Lambda account is now successfully connected to Zapier. About AWS Lambda's app Triggers, searches, and actions Triggers New Function (Polling) - Triggers when a new function is added. Searches No search actions available for AWS Lambda. Actions Invoke Function (Sync) - Invokes a pre-built function synchronously and returns the result. Invoke Function (Async) - Invokes a pre-built function asynchronously providing only data. Run Code - Write Javascript code directly in your browser and execute it in a Lambda function that we provide the source for. Limitations Lambda functions cannot return data to your Zap. Templates View all of AWS Lambda's templates . Use cases Your guide to Amazon automation New Amazon Infrastructure Automation Possibilities With Zapier Additional AWS Lambda resources Zapier's AWS Lambda integration page AWS Lambda's Help Center AWS Lambda's API documentation ", "error": null, "slug": "aws-lambda", "help_title": "How to get started with AWS Lambda on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38950952769805-How-to-get-started-with-ElevenLabs-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38950952769805-How-to-get-started-with-ElevenLabs-on-Zapier", "title": "How to get started with ElevenLabs on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the ElevenLabs app on Zapier, you must have: An active ElevenLabs account (free or paid plan). However, if using for business purposes, you'll need a commercial license available only on Starter plans or higher. An ElevenLabs API key generated from your account settings. API key restrictions configured appropriately (by default, API keys are restricted and you need to enable access to specific features). Available credits in your ElevenLabs account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ElevenLabs How to get started with ElevenLabs on Zapier Updated August 20, 2025 10:32 ElevenLabs and Zapier connect to automate voice generation. You can convert text from forms, emails, and spreadsheets into speech using AI voices. Prerequisites To use the ElevenLabs app on Zapier, you must have: An active ElevenLabs account (free or paid plan). However, if using for business purposes, you'll need a commercial license available only on Starter plans or higher. An ElevenLabs API key generated from your account settings. API key restrictions configured appropriately (by default, API keys are restricted and you need to enable access to specific features). Available credits in your ElevenLabs account. Connect ElevenLabs to Zapier To create an app connection to ElevenLabs on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ElevenLabs . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your ElevenLabs API key . Click Yes, Continue to ElevenLabs . Your ElevenLabs account is now successfully connected to Zapier. About ElevenLabs's app", "text": "How to get started with ElevenLabs on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ElevenLabs How to get started with ElevenLabs on Zapier Updated August 20, 2025 10:32 ElevenLabs and Zapier connect to automate voice generation. You can convert text from forms, emails, and spreadsheets into speech using AI voices. Prerequisites To use the ElevenLabs app on Zapier, you must have: An active ElevenLabs account (free or paid plan). However, if using for business purposes, you'll need a commercial license available only on Starter plans or higher. An ElevenLabs API key generated from your account settings. API key restrictions configured appropriately (by default, API keys are restricted and you need to enable access to specific features). Available credits in your ElevenLabs account. Connect ElevenLabs to Zapier To create an app connection to ElevenLabs on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ElevenLabs . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your ElevenLabs API key . Click Yes, Continue to ElevenLabs . Your ElevenLabs account is now successfully connected to Zapier. About ElevenLabs's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Convert Text to Speech - Converts text into speech using ElevenLabs AI voices API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations Free tier allows only 2 concurrent requests for most models and 4 for Flash/Turbo models, with higher tiers allowing more concurrent requests (up to 30 for Business tier). Learn more on concurrency limits . Character limits vary by model . Flash v2.5 and Turbo v2.5 models support up to 40,000 characters per request, while Multilingual v2 and other models are limited to 10,000 characters per request. Requests can be rejected with \"too_many_concurrent_requests\" when exceeding concurrency limits or \"system_busy\" during high traffic periods. Learn more about API error code 429 . Templates View all of ElevenLabs's templates . Additional ElevenLabs resources Zapier's ElevenLabs integration page ElevenLabs's Help Center ElevenLabs's API documentation ", "error": null, "slug": "elevenlabs", "help_title": "How to get started with ElevenLabs on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496058923789-Use-AWS-Lambda-to-send-data-to-your-pre-built-function", "final_url": "https://help.zapier.com/hc/en-us/articles/8496058923789-Use-AWS-Lambda-to-send-data-to-your-pre-built-function", "title": "Use AWS Lambda to send data to your pre-built function", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use AWS Lambda to send data to your pre-built function &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations AWS Lambda Use AWS Lambda to send data to your pre-built function Updated July 17, 2023 13:19 This is the Invoke Function action. This presumes you have a pre-built function that you just want Zapier to invoke with some special arguments or data we provide from a trigger. Return data is ignored. Invoking a Lambda function from Zapier is simple. First select your region, and choose the function to invoke: Then, provide the arguments that you want to be provided to your function when it is invoked - you'll access it as the event object you may recognize from the AWS Lambda documentation . To add more arguments, use the + button. A function you would upload to AWS Lambda to consume this event might look something like: exports.handler = function(event, context) { // you have access to the event object: // event == {name: \"FancyFile.pdf\", size: 165435} context.succeed(); }; Note - if you are using Java or some other runtime - you may need to deserialize the payload/event as it could be passed in as a JSON bytestring. This is done for you automatically in the Node.js runtime. ", "error": null, "slug": "aws-lambda", "help_title": "Use AWS Lambda to send data to your pre-built function"}
{"url": "https://help.zapier.com/hc/en-us/articles/42448768903053-How-to-get-started-with-Birdeye-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42448768903053-How-to-get-started-with-Birdeye-on-Zapier", "title": "How to get started with Birdeye on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Birdeye app on Zapier, you must have: An active Birdeye account. Appropriate permissions within your Birdeye account to access the API settings and generate API keys.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Birdeye How to get started with Birdeye on Zapier Updated January 06, 2026 16:25 Birdeye and Zapier connect to automate your customer experience. You can trigger actions when new appointments or reviews are created and create customers. Prerequisites To use the Birdeye app on Zapier, you must have: An active Birdeye account. Appropriate permissions within your Birdeye account to access the API settings and generate API keys. Connect Birdeye to Zapier To create an app connection to Birdeye on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Birdeye . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Birdeye API key . Learn where to find your BirdEye API key . Click Yes, Continue to Birdeye . Your BirdEye account is now successfully connected to Zapier. About Birdeye's app", "text": "How to get started with Birdeye on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Birdeye How to get started with Birdeye on Zapier Updated January 06, 2026 16:25 Birdeye and Zapier connect to automate your customer experience. You can trigger actions when new appointments or reviews are created and create customers. Prerequisites To use the Birdeye app on Zapier, you must have: An active Birdeye account. Appropriate permissions within your Birdeye account to access the API settings and generate API keys. Connect Birdeye to Zapier To create an app connection to Birdeye on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Birdeye . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Birdeye API key . Learn where to find your BirdEye API key . Click Yes, Continue to Birdeye . Your BirdEye account is now successfully connected to Zapier. About Birdeye's app Triggers, searches, and actions Triggers New Appointment - Triggers when a new appointment is created (Instant) New Canceled Invoice - Triggers when a payment request is canceled in birdeye (Instant) Confirm Appointment - Triggers when an appointment is confirmed at Birdeye (Instant) New Ticket - Triggers when a new Ticket is created in Birdeye (Instant) New Invoice - Triggers when a new invoice is created in birdeye (Instant) New Payment - Triggers when a new payment is created in birdeye (Instant) No Show Appointment - Triggers when an appointment is marked as no show (Instant) Review Updated - Triggers when a Birdeye review is updated (Instant) Cancel Appointment - Triggers when an appointment is cancelled at Birdeye (Instant) Complete Appointment - Triggers when an appointment completes at Birdeye (Instant) New Refund - Triggers when a new refund is created in birdeye (Instant) New Contact - Triggers when a new contact created (Instant) New Lead - Triggers when new lead is created in birdeye (Instant) New Review - Triggers when a Birdeye review is created (Instant) Review Deleted - Triggers when a Birdeye review is deleted (Instant) Survey Completed - Triggers when a Birdeye survey is completed by a customer (Instant) Searches No search actions available for this app Actions Create Appointment - Creates new appointments in the BE dashboard Create Invoice - Creates a new invoice in birdeye when invoice created in quickbooks Get Contact Details - To get contact information from birdeye using contact Id Mark Invoice as Paid - Mark a transaction as paid Update Ticket - Update Ticket In Birdeye when a ticket gets Update in CRM Create Customer - Creates a new customer for a specified business Update External Appointment Id in Birdeye - Updates external appointmentId Integration Callback - Creates integration if required and updates load date Update Appointment - Will perform cancel/confirm/complete/reschedule/noshow operations in BE dashboard Limitations Rate limiting applies per user account with different tiers: Standard (1 rps), Lite/Starter (15 rps), Premium (50 rps/1000 rpm), Business (100 rps/1500 rpm), Enterprise (custom). Different subscription tiers have limited access to certain API endpoints . Standard tier only has access to 3 specific endpoints while higher tiers get full API access. Templates View all of Birdeye's templates . Use cases 5 ways to use the Zapier Xero integration 5 ways to get more—and respond faster to—customer reviews Additional Birdeye resources Zapier's Birdeye integration page Birdeye's Help Center Birdeye's API documentation ", "error": null, "slug": "birdeye", "help_title": "How to get started with Birdeye on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/17301147671309-How-to-get-started-with-Zoho-Calendar-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/17301147671309-How-to-get-started-with-Zoho-Calendar-on-Zapier", "title": "How to get started with Zoho Calendar on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Zoho Calendar app on Zapier, you must have: A Zoho account (free or paid).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Zoho Calendar How to get started with Zoho Calendar on Zapier Updated May 12, 2026 11:48 Zoho Calendar and Zapier connect to automate your scheduling workflows. You can create events, manage calendars, and sync appointments with other apps. Prerequisites To use the Zoho Calendar app on Zapier, you must have: A Zoho account (free or paid). Connect Zoho Calendar to Zapier To create an app connection to Zoho Calendar on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Calendar . Click Add connection . A new browser tab or window will open. Log into Zoho and grant Zapier permission to access your Calendar account. Your Zoho Calendar account is now successfully connected to Zapier. About Zoho Calendar's app", "text": "How to get started with Zoho Calendar on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Zoho Calendar How to get started with Zoho Calendar on Zapier Updated May 12, 2026 11:48 Zoho Calendar and Zapier connect to automate your scheduling workflows. You can create events, manage calendars, and sync appointments with other apps. Prerequisites To use the Zoho Calendar app on Zapier, you must have: A Zoho account (free or paid). Connect Zoho Calendar to Zapier To create an app connection to Zoho Calendar on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Calendar . Click Add connection . A new browser tab or window will open. Log into Zoho and grant Zapier permission to access your Calendar account. Your Zoho Calendar account is now successfully connected to Zapier. About Zoho Calendar's app Triggers, searches, and actions Triggers New Event (Polling) - Triggers when a new event is created. Updated Event (Polling) - Triggers when an event is updated. Searches Find Event - Finds an event by name or date. Actions Create Event - Creates a new calendar event. Update Event - Updates an existing event. Templates View all of Zoho Calendar's templates Additional Zoho Calendar resources Zapier's Zoho Calendar integration page Zoho Calendar's Zapier integration guide ", "error": null, "slug": "zoho-calendar-1", "help_title": "How to get started with Zoho Calendar on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860126854285-How-to-get-started-with-Recruit-CRM-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860126854285-How-to-get-started-with-Recruit-CRM-on-Zapier", "title": "How to get started with Recruit CRM on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Recruit CRM app on Zapier, you must have: A Recruit CRM Business Plan subscription or higher. An active Recruit CRM account with admin access to generate API tokens. An API token generated from Recruit CRM → Admin Setting → Account Management section.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Recruit CRM How to get started with Recruit CRM on Zapier Updated January 23, 2026 14:16 Recruit CRM and Zapier connect to automate recruiting workflows. Trigger actions when candidates or jobs are added and create contacts, companies, or deals. Prerequisites To use the Recruit CRM app on Zapier, you must have: A Recruit CRM Business Plan subscription or higher. An active Recruit CRM account with admin access to generate API tokens. An API token generated from Recruit CRM → Admin Setting → Account Management section. Connect Recruit CRM to Zapier To create an app connection to RecruitCRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select RecruitCRM . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Token : Enter your API Token . Click Yes, Continue to RecruitCRM . Your RecruitCRM account is now successfully connected to Zapier. About Recruit CRM's app", "text": "How to get started with Recruit CRM on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Recruit CRM How to get started with Recruit CRM on Zapier Updated January 23, 2026 14:16 Recruit CRM and Zapier connect to automate recruiting workflows. Trigger actions when candidates or jobs are added and create contacts, companies, or deals. Prerequisites To use the Recruit CRM app on Zapier, you must have: A Recruit CRM Business Plan subscription or higher. An active Recruit CRM account with admin access to generate API tokens. An API token generated from Recruit CRM → Admin Setting → Account Management section. Connect Recruit CRM to Zapier To create an app connection to RecruitCRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select RecruitCRM . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Token : Enter your API Token . Click Yes, Continue to RecruitCRM . Your RecruitCRM account is now successfully connected to Zapier. About Recruit CRM's app Triggers, searches, and actions Triggers Call Log Added (Instant) - Triggers when a new call log is added. Candidate Assigned (Instant) - Triggers when a candidate is assigned to a job. Candidate Added (Instant) - Triggers when a new candidate is added. Candidate Added Through Talent Pool (Instant) - Trigger when a new candidate applied through Talent Pool. Candidate Enrolled (Instant) - Triggers when a candidate is enrolled. Candidate Offlimit Updated (Instant) - Triggers when a new candidate is marked as offlimit or updated offlimit status. Candidate Opted Out (Instant) - Triggers when a candidate opts out of email. Pitch Stage Updated (Instant) - Triggers when a candidate's pitch stage is updated. Candidate Profile Update Requested (Instant) - Triggers when a candidate profile update is requested. Candidate Unenrolled (Instant) - Triggers when a candidate is unenrolled. Client Feedback Received (Instant) - Triggers when a client feedback is received. Company Added (Instant) - Triggers when a new company is added. Company Offlimit Updated (Instant) - Triggers when a company is marked as offlimit or updated offlimit status. Contact Available (Instant) - Triggers when a contact is available. Contact Deleted (Instant) - Triggers when a contact is deleted. Contact Offlimit Updated (Instant) - Triggers when a contact is marked as offlimit or updated offlimit status. Contact Opted Out (Instant) - Triggers when a contact opts out of email. Contact Updated (Instant) - Triggers when a contact is updated. Deal Deleted (Instant) - Triggers when a deal is deleted. Deal Updated (Instant) - Triggers when a deal is updated. Hotlist Added (Instant) - Triggers when a new hotlist is added. Record Removed From the Hotlist (Instant) - Triggers when a record is removed from the hotlist. Job Added (Instant) - Triggers when a new job is added. Job Status Updated (Instant) - Triggers when a job status is updated. Meeting Updated (Instant) - Triggers when a Meeting is updated. Note Added (Instant) - Triggers when a new note is added. Searches No searches available for this app. Actions No actions available for this app. Limitations Rate limiting restrictions apply. API requests are limited to 60 requests per minute for accounts with 6 licenses or fewer, and 10 requests per minute per license for accounts with more than 6 licenses. Exceeding these limits results in a 429 HTTP status error. Templates View all of Recruit CRM's templates . Use cases 6 ways to automate Recruit CRM Additional Recruit CRM resources Zapier's Recruit CRM integration page Recruit CRM's Help Center Recruit CRM's API documentation ", "error": null, "slug": "recruitcrm", "help_title": "How to get started with Recruit CRM on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/15682580424973-How-to-get-started-with-Mem-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15682580424973-How-to-get-started-with-Mem-on-Zapier", "title": "How to get started with Mem on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Mem app on Zapier, you must have: A Mem account (free or paid). Find your Mem credentials To find your API key: Go to Mem's API settings . Generate or copy your API key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Mem How to get started with Mem on Zapier Updated May 12, 2026 11:48 Mem and Zapier connect to automate your note-taking workflows. You can create mems, organize information, and integrate your AI-powered notes with other apps. Prerequisites To use the Mem app on Zapier, you must have: A Mem account (free or paid). Find your Mem credentials To find your API key: Go to Mem's API settings . Generate or copy your API key . Connect Mem to Zapier To create an app connection to Mem on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mem . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Mem API key . Click Yes, Continue to Mem . Your Mem account is now successfully connected to Zapier. About Mem's app", "text": "How to get started with Mem on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Mem How to get started with Mem on Zapier Updated May 12, 2026 11:48 Mem and Zapier connect to automate your note-taking workflows. You can create mems, organize information, and integrate your AI-powered notes with other apps. Prerequisites To use the Mem app on Zapier, you must have: A Mem account (free or paid). Find your Mem credentials To find your API key: Go to Mem's API settings . Generate or copy your API key . Connect Mem to Zapier To create an app connection to Mem on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mem . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Mem API key . Click Yes, Continue to Mem . Your Mem account is now successfully connected to Zapier. About Mem's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Mem It (Recommended) - Send content directly to Mem that's automatically formatted into a note and organized for you. Create Note (Advanced) - Get fine-grained control to customize exactly how your notes appear in Mem. Limitations Rate limit of 100 requests per minute. Exceeding this limit returns a 429 error. Templates View all of Mem's templates Additional Mem resources Zapier's Mem integration page Mem's API documentation ", "error": null, "slug": "mem", "help_title": "How to get started with Mem on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/32800912891917-How-to-get-started-with-Bluesky-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/32800912891917-How-to-get-started-with-Bluesky-on-Zapier", "title": "How to get started with Bluesky on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Bluesky app on Zapier, you must have: An app password created in your Bluesky account, if two-factor authentication (2FA) is enabled. Create an app password An app password is required to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Bluesky How to get started with Bluesky on Zapier Updated November 07, 2025 14:45 Bluesky and Zapier connect to automate social media. You can trigger actions when new posts are created and create posts from RSS feeds or other apps. Prerequisites To use the Bluesky app on Zapier, you must have: An app password created in your Bluesky account, if two-factor authentication (2FA) is enabled. Create an app password An app password is required to connect your BlueSky account if you have 2FA enabled. Even if 2FA is off, Zapier recommends creating and using one for enhanced security. To create an app password: Log into your Bluesky account. Go to Settings > Privacy and Security > App Passwords . Click + Add App Password . A dialog box will appear. Enter a unique name for the app or use the randomly generated one. Click Next > . Your app password will be displayed. Copy it to your clipboard. Store this password securely, as it cannot be viewed again. Connect Bluesky to Zapier To create an app connection to Bluesky on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Bluesky . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Username : Enter your Bluesky username or handle . Password : Enter your Bluesky password or app password . Click Yes, Continue to Bluesky . Your Bluesky account is now successfully connected to Zapier. About Bluesky's app", "text": "How to get started with Bluesky on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Bluesky How to get started with Bluesky on Zapier Updated November 07, 2025 14:45 Bluesky and Zapier connect to automate social media. You can trigger actions when new posts are created and create posts from RSS feeds or other apps. Prerequisites To use the Bluesky app on Zapier, you must have: An app password created in your Bluesky account, if two-factor authentication (2FA) is enabled. Create an app password An app password is required to connect your BlueSky account if you have 2FA enabled. Even if 2FA is off, Zapier recommends creating and using one for enhanced security. To create an app password: Log into your Bluesky account. Go to Settings > Privacy and Security > App Passwords . Click + Add App Password . A dialog box will appear. Enter a unique name for the app or use the randomly generated one. Click Next > . Your app password will be displayed. Copy it to your clipboard. Store this password securely, as it cannot be viewed again. Connect Bluesky to Zapier To create an app connection to Bluesky on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Bluesky . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Username : Enter your Bluesky username or handle . Password : Enter your Bluesky password or app password . Click Yes, Continue to Bluesky . Your Bluesky account is now successfully connected to Zapier. About Bluesky's app Triggers, searches, and actions Triggers New Posts by Author (Polling) - Triggers when an author creates new posts. New Follower on Account (Polling) - Triggers when someone new follows the specified account. New Timeline Posts (Polling) - Triggers when new posts appear in your \"Following\" feed (chronological posts from users you follow). New Feed Posts (Polling) - Triggers when new posts appear in a selected feed. New Post (with Search Options) (Polling) - Triggers when new posts match your search criteria. Searches Find Post - Search for posts on Bluesky. Find User - Search for users on Bluesky. Find Thread - Get a full thread of posts including up to 100 parent posts and 100 replies. Actions Create Post - Creates a new post on Bluesky. Like Post - Likes a post on Bluesky. Repost Post - Reposts (boosts) a post on Bluesky. Limitations Action limits apply with hourly limit of 5,000 points and daily limit of 35,000 points, where CREATE actions cost 3 points, UPDATE actions cost 2 points, and DELETE actions cost 1 point. Learn more about Bluesky's usage limits . Pagination is limited to 100 items per API call. Templates View all of Bluesky's templates . Use cases 4 ways to automate Bluesky Additional Bluesky resources Zapier's Bluesky integration page Bluesky's Help Center Bluesky's API documentation ", "error": null, "slug": "bluesky", "help_title": "How to get started with Bluesky on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38950926443149-How-to-get-started-with-Groq-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38950926443149-How-to-get-started-with-Groq-on-Zapier", "title": "How to get started with Groq on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Groq app on Zapier, you must have: A Groq account with access to the Groq Console. A valid Groq API key created from the Groq Console keys page. Awareness that Groq operates on a pay-as-you-go pricing model after free tier limits are exceeded.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Groq How to get started with Groq on Zapier Updated September 29, 2025 09:23 Groq and Zapier connect to automate AI workflows. You can send prompts to Groq's fast AI models and get responses for analysis, content creation, and more. Prerequisites To use the Groq app on Zapier, you must have: A Groq account with access to the Groq Console. A valid Groq API key created from the Groq Console keys page. Awareness that Groq operates on a pay-as-you-go pricing model after free tier limits are exceeded. Connect Groq to Zapier To create an app connection to Groq on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Groq . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your Groq API key . Click Yes, Continue to Groq . Your Groq account is now successfully connected to Zapier. About Groq's app", "text": "How to get started with Groq on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Groq How to get started with Groq on Zapier Updated September 29, 2025 09:23 Groq and Zapier connect to automate AI workflows. You can send prompts to Groq's fast AI models and get responses for analysis, content creation, and more. Prerequisites To use the Groq app on Zapier, you must have: A Groq account with access to the Groq Console. A valid Groq API key created from the Groq Console keys page. Awareness that Groq operates on a pay-as-you-go pricing model after free tier limits are exceeded. Connect Groq to Zapier To create an app connection to Groq on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Groq . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, e nter your Groq API key . Click Yes, Continue to Groq . Your Groq account is now successfully connected to Zapier. About Groq's app Triggers, searches, and actions Triggers No triggers available for Groq Searches No searches available for Groq Actions Create Response (Beta) - Creates a response using Groq's response API. Create Speech - Converts text to speech using Groq's text-to-speech API. Create Transcription - Transcribes audio files using Groq's audio transcription API. Create Translation - Translates audio files to English using Groq's audio translation API. Send Prompt - Sends a prompt to Groq and returns the AI-generated response API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations Rate limits apply at the organization level. Free tier has strict limits including 30 RPM (requests per minute), 7K-14.4K RPD (requests per day), 6K-15K TPM (tokens per minute), and 100K-500K TPD (tokens per day) depending on the model. Only certain models are available through the API, and model availability may change. Templates View all of Groq's templates . Additional Groq resources Zapier's Groq integration page Groq's API documentation ", "error": null, "slug": "groq", "help_title": "How to get started with Groq on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496306589965-Find-lead-information-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496306589965-Find-lead-information-in-Zap-workflows", "title": "Find lead information in Zap workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Find lead information in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Find lead information in Zap workflows Updated May 29, 2026 18:18 With Lead Score by Zapier, you can search for additional information about your leads. Lead Score is powered by MadKudu . Note You can only make 500 requests per month. If you go over this limit, the Zap will error. If you need to make more than 500 requests per month, or you need additional lead features, you can use the MadKudu integration instead. Example You can use an email address to search for a lead. This will return information like the name of the lead, the lead’s company and company size, industry, and location. 1. Add a lead score action In the Zap editor, click the Action step or click the plus icon + to add a step to your Zap. Search for and select Lead Score by Zapier . Click the Event dropdown menu and select Find Person and Company Information . Click Continue . 2. Set up the lead In the Action tab, click the Email field and select an email field from your Zap trigger or an earlier action. Click Continue . 3. Test your step Click Test step . If any lead information is found, it will appear here. Click Close . Tip Lead Score returns value labels for your leads in the field customer_fit . The possible values are: Low Medium Good Very good Leads with a “very good” customer fit are usually seen to convert about 10 times more than leads with a “low” customer fit. You can use this information with a Filter step to get rid of any low-value leads. When you’re done, you can continue setting up your Zap. ", "error": null, "slug": "lead-information", "help_title": "Find lead information in Zap workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496019215757-Common-Problems-with-Greenhouse-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496019215757-Common-Problems-with-Greenhouse-on-Zapier", "title": "Common Problems with Greenhouse on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Greenhouse on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Greenhouse Common Problems with Greenhouse on Zapier Updated March 05, 2026 12:40 Does Greenhouse need any special plan pricing? https://www.greenhouse.io/pricing Your contract is priced based on the size of your company. Talk to an Account Executive for a custom quote. ", "error": null, "slug": "greenhouse", "help_title": "Common Problems with Greenhouse on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496028033933-Common-Problems-with-AWS-Lambda", "final_url": "https://help.zapier.com/hc/en-us/articles/8496028033933-Common-Problems-with-AWS-Lambda", "title": "Common Problems with AWS Lambda", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with AWS Lambda &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations AWS Lambda Common Problems with AWS Lambda Updated March 05, 2026 12:40 I need my Lambda function to return data to my Zap That is currently not possible with our AWS Lambda integration. Please contact support to be notified if we are able to add this in the future. As an alternative, you might want to create a second Zap, using a Webhook trigger, and have your function send a request there, to continue the workflow with a new Zap. ", "error": null, "slug": "aws-lambda", "help_title": "Common Problems with AWS Lambda"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496064709133-How-to-get-started-with-Greenhouse-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496064709133-How-to-get-started-with-Greenhouse-on-Zapier", "title": "How to get started with Greenhouse on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the Greenhouse app on Zapier, you must have: A paid Zapier account. Greenhouse is a premium app . An active Greenhouse Recruiting account (available on all subscription tiers). Basic user permissions or above with the ability to manage ALL organization's API credentials in Greenhouse. A Harvest API key created specifically for Zapier with the following endpoint permissions enabled: Candidates, Jobs, Job Posts, and Users. These permissions are required for Greenhouse's standard", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Greenhouse How to get started with Greenhouse on Zapier Updated April 10, 2026 17:03 Greenhouse and Zapier connect to automate your hiring workflow. You can trigger actions when new candidate applications are submitted and create new candidates or prospects. Available on plans: Free Professional Team Enterprise Prerequisites To use the Greenhouse app on Zapier, you must have: A paid Zapier account. Greenhouse is a premium app . An active Greenhouse Recruiting account (available on all subscription tiers). Basic user permissions or above with the ability to manage ALL organization's API credentials in Greenhouse. A Harvest API key created specifically for Zapier with the following endpoint permissions enabled: Candidates, Jobs, Job Posts, and Users. These permissions are required for Greenhouse's standard triggers and actions on Zapier. Note If you plan to use the API Request (Beta) action, you must enable additional endpoint permissions on your Harvest API key for each endpoint you intend to query (for example, Applications, Offers, or Custom Fields). Without the matching permissions, requests to those endpoints return a permissions error. Learn more about available endpoints in Greenhouse's API documentation . Connect Greenhouse to Zapier To create an app connection to Greenhouse on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Greenhouse . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Greenhouse Harvest API key . Click Yes, Continue to Greenhouse . Your Greenhouse account is now successfully connected to Zapier. About Greenhouse's app", "text": "How to get started with Greenhouse on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Greenhouse How to get started with Greenhouse on Zapier Updated April 10, 2026 17:03 Greenhouse and Zapier connect to automate your hiring workflow. You can trigger actions when new candidate applications are submitted and create new candidates or prospects. Available on plans: Free Professional Team Enterprise Prerequisites To use the Greenhouse app on Zapier, you must have: A paid Zapier account. Greenhouse is a premium app . An active Greenhouse Recruiting account (available on all subscription tiers). Basic user permissions or above with the ability to manage ALL organization's API credentials in Greenhouse. A Harvest API key created specifically for Zapier with the following endpoint permissions enabled: Candidates, Jobs, Job Posts, and Users. These permissions are required for Greenhouse's standard triggers and actions on Zapier. Note If you plan to use the API Request (Beta) action, you must enable additional endpoint permissions on your Harvest API key for each endpoint you intend to query (for example, Applications, Offers, or Custom Fields). Without the matching permissions, requests to those endpoints return a permissions error. Learn more about available endpoints in Greenhouse's API documentation . Connect Greenhouse to Zapier To create an app connection to Greenhouse on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Greenhouse . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Greenhouse Harvest API key . Click Yes, Continue to Greenhouse . Your Greenhouse account is now successfully connected to Zapier. About Greenhouse's app Triggers, searches, and actions Triggers Triggers New Candidate Application - Triggers when a new application is submitted by a candidate. (Polling) New Scheduled Interview - Triggers when there is a new Scheduled Interview for the given time period. (Polling) New Job Post - Triggers when a new job post is created. (Polling) New Scorecard Due - Triggers when there is a new Scorecard Due. (Polling) Searches Searches Find Due Scorecard - Looks up a Due Scorecard by ID (found via the Trigger). Find Candidate - Finds a candidate by email address. Find or Create Candidate - Finds a candidate by email address. Actions Actions Create Candidate - Creates a new candidate. Create Prospect - Creates a prospect. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Candidate Note - Creates a candidate note. Update Candidate - Updates a candidate. Limitations The Zapier Greenhouse app works for up to 100 jobs. Using this app for more than 100 jobs may cause performance issues in Zapier. Rate limits are enforced on API requests. Harvest API requests for approved Greenhouse partners and customer-built custom integrations are limited to the amount specified in the X-RateLimit-Limit header, per 10 seconds. Unlisted vendors may be subject to additional rate limits. Templates View all of Greenhouse's templates . Use cases 5 ways recruiters can start automating their work 4 ways recruiters can keep their focus on the candidates Additional Greenhouse resources Zapier's Greenhouse integration page Greenhouse's Help Center Greenhouse's API documentation ", "error": null, "slug": "greenhouse", "help_title": "How to get started with Greenhouse on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859171829005-How-to-get-started-with-Attentive-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859171829005-How-to-get-started-with-Attentive-on-Zapier", "title": "How to get started with Attentive on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Attentive app on Zapier, you must have: An active Attentive account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Attentive How to get started with Attentive on Zapier Updated January 23, 2026 15:54 Attentive and Zapier connect to automate SMS and email marketing. You can trigger workflows when users subscribe or set custom attributes and create subscribers or track events. Prerequisites To use the Attentive app on Zapier, you must have: An active Attentive account. Connect Attentive to Zapier To create an app connection to Attentive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Attentive . Click Add connection . A new browser tab or window will open. Log into Attentive to authenticate. Grant Zapier permission to access your account if prompted to. Your Attentive account is now successfully connected to Zapier. About Attentive's app", "text": "How to get started with Attentive on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Attentive How to get started with Attentive on Zapier Updated January 23, 2026 15:54 Attentive and Zapier connect to automate SMS and email marketing. You can trigger workflows when users subscribe or set custom attributes and create subscribers or track events. Prerequisites To use the Attentive app on Zapier, you must have: An active Attentive account. Connect Attentive to Zapier To create an app connection to Attentive on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Attentive . Click Add connection . A new browser tab or window will open. Log into Attentive to authenticate. Grant Zapier permission to access your account if prompted to. Your Attentive account is now successfully connected to Zapier. About Attentive's app Triggers, searches, and actions Triggers Custom Attribute Set (Instant) - This event occurs when a custom attribute is set. Email Opened (Instant) - This event occurs when an email message is opened. Email Subscribed (Instant) - This event occurs when a user opts in to an email subscription. SMS Message Link Clicked (Instant) - This event occurs when an SMS message link is clicked. SMS Subscribed (Instant) - This event occurs when a user opts in to an SMS subscription. Email Message Link Clicked (Instant) - This event occurs when an email message link is clicked. Email Sent (Instant) - This event occurs when an email message is sent. Email Unsubscribed (Instant) - This event occurs when a user opts out of an email subscription. SMS Sent (Instant) - This event occurs when an SMS message is sent. SMS Unsubscribed (Instant) - This event occurs when a user opts out of an SMS subscription. Searches Get Subscription Eligibility for a User - Make a call to this endpoint to list all subscription types and channels a user is subscribed to. You can query for a subscriber using either their phone number or email. One of the query parameters is required in order to look up a subscriber. As an example, you can use this endpoint to check if a subscriber is eligible to receive SMS or email campaigns, and then send them a message based on that eligibility. Actions Add to Cart - Make a call to this endpoint when a user adds a product to their shopping cart. Custom Events - Make a call to this endpoint for any event-based data representing user actions. Get Custom Attributes for a User - Get Custom Attributes for a User View Recent Catalog Uploads - Make a call to this endpoint to list recent catalog uploads with their statuses to gain visibility into the ingestion workflow in order of creation. See the POST of this endpoint for details. Unsubscribe Subscriptions for a User - Make a call to this endpoint to unsubscribe a user from a subscription type or channel. If no subscriptions are present in the request, the user is unsubscribed from all subscriptions. If subscriptions are present in the request, the user is unsubscribed from the requested type or channel combination. By default, if a subscription exists, but the user is already unsubscribed, it records the attempt to unsubscribe the subscription again. For TEXT subscriptions, a message is sent to the person indicating that they are unsubscribed. Purchase - Make a call to this endpoint when a user generates an order or purchase. Custom Attributes - Make a call to this endpoint for any attribute-based data. Delete Request - You can use the Privacy Request API in order to comply with Lookup Product Catalog Ingestion - Make a call to this endpoint to get recent catalog uploads with their statuses to gain visibility into the ingestion workflow in order of creation. See the POST of this endpoint for details. Subscribe User - Make a call to this endpoint to subscribe a user to subscriptions. Note that when a user is subscribed programmatically, it must include Product View - Make a call to this endpoint when a user views a product. Limitations API rate limits apply with 150 requests per second for most endpoints, but some endpoints have lower limits: Identity (10 requests/second), Subscribe (10 requests/second), Unsubscribe (5 requests/second), and Product Catalog Uploads (1 request/second). There is a limit of 100 custom attributes that can be created per account. Phone numbers must be submitted in E.164 format (e.g., +19148440001) for proper processing. Sensitive or special categories of personal information cannot be shared with Attentive as defined by applicable data protection laws (CCPA, CPRA). Templates View all of Attentive's templates . Additional Attentive resources Zapier's Attentive integration page Attentive's Help Center Attentive's API documentation ", "error": null, "slug": "attentive", "help_title": "How to get started with Attentive on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496083575181-Common-Problems-with-Lead-Score-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496083575181-Common-Problems-with-Lead-Score-on-Zapier", "title": "Common Problems with Lead Score on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Lead Score on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Common Problems with Lead Score on Zapier Updated June 05, 2025 15:05 Where does the information from Lead Score on Zapier come from? Lead Score by Zapier is powered by MadKudu . MadKudu can provide much more detailed information about your leads, though they require a subscription to use their service. You can learn more about MadKudu's service here: https://www.madkudu.com/lead-scoring What is the \"Customer Fit Segment\" value and what are its possible choices? Lead Score by Zapier labels your leads with segments simple to understand and to act upon. The possible values are: low medium good very good Leads with a “very good” customer fit are usually seen to convert about 10 times more than leads with a “low” customer fit. This is useful in conjunction with a Filter step to get rid of any low-value leads. Will I run into any usage limits with this app? A user can only make 500 requests per month to the Madkudu application - if you go over this limit, then the action will error out. The Zapier backend logs will contain the exact date and time at which your usage will be reset so just shoot us an email and we'll tell you what that exact timestamp is. If you find that you are hitting these limits often, then you may want to consider upgrading to a higher plan in Madkudu and using that integration: https://zapier.com/apps/madkudu/integrations ", "error": null, "slug": "lead-information", "help_title": "Common Problems with Lead Score on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39458729403533-How-to-get-started-with-Vapi-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458729403533-How-to-get-started-with-Vapi-on-Zapier", "title": "How to get started with Vapi on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Vapi app on Zapier, you must have: An active Vapi account. At least one voice agent created in your Vapi dashboard.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Vapi How to get started with Vapi on Zapier Updated March 31, 2026 16:19 Vapi and Zapier connect to automate voice AI workflows. You can trigger actions when calls start or end and create outbound phone calls with AI assistants. Prerequisites To use the Vapi app on Zapier, you must have: An active Vapi account. At least one voice agent created in your Vapi dashboard. Connect Vapi to Zapier To create an app connection to Vapi on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Vapi . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Vapi API key . Learn how to find your Vapi API key . Click Yes, Continue to Vapi . Your Vapi account is now successfully connected to Zapier. About Vapi's app", "text": "How to get started with Vapi on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Vapi How to get started with Vapi on Zapier Updated March 31, 2026 16:19 Vapi and Zapier connect to automate voice AI workflows. You can trigger actions when calls start or end and create outbound phone calls with AI assistants. Prerequisites To use the Vapi app on Zapier, you must have: An active Vapi account. At least one voice agent created in your Vapi dashboard. Connect Vapi to Zapier To create an app connection to Vapi on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Vapi . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Vapi API key . Learn how to find your Vapi API key . Click Yes, Continue to Vapi . Your Vapi account is now successfully connected to Zapier. About Vapi's app Triggers, searches, and actions Triggers Triggers - No triggers available Searches Searches - No searches available Actions Actions - Create Call - Creates an outbound phone call using a Vapi voice assistant. - API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Templates View all of Vapi's templates . Additional Vapi resources Zapier's Vapi integration page Vapi's Help Center Vapi's API documentation ", "error": null, "slug": "vapi-ca229271", "help_title": "How to get started with Vapi on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/15680455268365-How-to-get-started-with-HeyGen-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15680455268365-How-to-get-started-with-HeyGen-on-Zapier", "title": "How to get started with HeyGen on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the HeyGen app on Zapier, you must have: A HeyGen Pro plan or higher . Find your HeyGen credentials To find your API key: Follow HeyGen's instructions to create an API key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence HeyGen How to get started with HeyGen on Zapier Updated May 12, 2026 11:48 HeyGen and Zapier connect to automate your AI video creation workflows. You can generate videos with AI avatars, manage templates, and track video status. Prerequisites To use the HeyGen app on Zapier, you must have: A HeyGen Pro plan or higher . Find your HeyGen credentials To find your API key: Follow HeyGen's instructions to create an API key . Connect HeyGen to Zapier To create an app connection to HeyGen on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select HeyGen . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your HeyGen API key . Click Yes, Continue to HeyGen . Your HeyGen account is now successfully connected to Zapier. About HeyGen's app", "text": "How to get started with HeyGen on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence HeyGen How to get started with HeyGen on Zapier Updated May 12, 2026 11:48 HeyGen and Zapier connect to automate your AI video creation workflows. You can generate videos with AI avatars, manage templates, and track video status. Prerequisites To use the HeyGen app on Zapier, you must have: A HeyGen Pro plan or higher . Find your HeyGen credentials To find your API key: Follow HeyGen's instructions to create an API key . Connect HeyGen to Zapier To create an app connection to HeyGen on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select HeyGen . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your HeyGen API key . Click Yes, Continue to HeyGen . Your HeyGen account is now successfully connected to Zapier. About HeyGen's app Triggers, searches, and actions Triggers New Video Event (Custom) (Instant) - Triggers when a new video event happens. You can customize which event(s) will trigger. New Video Event (All Events) (Instant) - Triggers when a new video event happens. New Avatar Video Event (Success) (Instant) - Triggers when an avatar video is successfully generated. New Avatar Video Event (Fail) (Instant) - Triggers when a HeyGen video fails processing. New Video Translate Event (Success) (Instant) - Triggers when a video is successfully translated. New Video Translate Event (Fail) (Instant) - Triggers when a video translation fails. Searches No searches available for this app. Actions Create a Video From Template - Generate customized videos from templates with text, images, videos, audios, voices, and avatars. Create a Video (V3) - Creates a video from an avatar or image. Create a Video From Video Agent - Starts a HeyGen Video Agent session from a text prompt. Create an Avatar Video (Generate) - Generate a video featuring one or multiple scenes with avatars. Create an Avatar Video (Scene) - Creates a single scene configuration for an avatar video. Create a WebM Avatar Video - Generates a WebM video with transparent background and an avatar speaking the input text. Create Avatar - Starts asynchronous avatar creation from a prompt or media URLs. Create Avatar Consent - Starts consent for a private avatar group and returns a URL to open in a browser. Translate a Video - Creates a video translation job with target languages, voice cloning, and lip-sync. Create Video Translation Proofread - Starts a proofread session with editable subtitles before final render. Generate Video From Proofread - Starts final translated video generation from an approved proofread session. Retrieve a Video Status - Get the status and details of a specific video. Retrieve a Translated Video Status - Get the status and details of a video translation job. Retrieve Shareable Link for a Video - Get a public shareable link for a HeyGen video. Delete a Video - Permanently deletes a video and its files. List Videos - Paginated list of videos in the account. Upload an Asset - Upload an image, video, or audio file to HeyGen. Get Avatar Group - Returns one avatar group with name, previews, looks count, and training status. Get Avatar Look - Returns details for one look including engines, orientation, previews, and training status. List Avatar Groups - Paginated avatar groups (characters) with one or more looks. List Avatar Looks - Paginated looks filtered by group, type, or ownership. Update Avatar Look - Renames a look (photo avatar and digital twin only). Generate Speech - Synthesize speech from text with a voice. Design Voices - Returns up to 3 voices matching a natural language description. List Voices - Returns a paginated list of voices filtered by type, engine, language, or gender. Get Video Agent Session - Reads session status, video_id, and recent messages. Send Video Agent Message - Sends a follow-up or revision message to a chat-mode session. Limitations Usage limits apply based on your plan. Templates View all of HeyGen's templates Additional HeyGen resources Zapier's HeyGen integration page HeyGen's Zapier integration guide HeyGen's API documentation ", "error": null, "slug": "heygen", "help_title": "How to get started with HeyGen on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496109872013-How-to-get-started-with-Cvent-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496109872013-How-to-get-started-with-Cvent-on-Zapier", "title": "How to get started with Cvent on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Cvent How to get started with Cvent on Zapier Updated February 06, 2024 09:34 About Cvent's Integration What kind of authentication does Cvent use? Cvent uses API keys. Do I need a paid Cvent account to use Cvent with Zapier? Yes, you need a paid Cvent plan to use Cvent with Zapier. Do I need special account permissions in Cvent to use Cvent with Zapier? You need to be a CVent administrator to connect CVent to Zapier. Connecting with Cvent When you create a Cvent Zap, you'll be asked to enter your Cvent API information. To locate your API details in your Cvent account, please follow these steps: In the Classic experience: 1. Click the Admin menu. 2. Select Users . 3. Click Manage . 4. Then, under User Roles , select Administrators . In the New experience: 1. Click the Admin menu. 2. Select Manage Users . 3. Then, under User Roles , select Administrators . Paste your details back into your Zapier account and then Continue . If all steps were successful, your Cvent account will now be successfully connected.", "text": "How to get started with Cvent on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Cvent How to get started with Cvent on Zapier Updated February 06, 2024 09:34 About Cvent's Integration What kind of authentication does Cvent use? Cvent uses API keys. Do I need a paid Cvent account to use Cvent with Zapier? Yes, you need a paid Cvent plan to use Cvent with Zapier. Do I need special account permissions in Cvent to use Cvent with Zapier? You need to be a CVent administrator to connect CVent to Zapier. Connecting with Cvent When you create a Cvent Zap, you'll be asked to enter your Cvent API information. To locate your API details in your Cvent account, please follow these steps: In the Classic experience: 1. Click the Admin menu. 2. Select Users . 3. Click Manage . 4. Then, under User Roles , select Administrators . In the New experience: 1. Click the Admin menu. 2. Select Manage Users . 3. Then, under User Roles , select Administrators . Paste your details back into your Zapier account and then Continue . If all steps were successful, your Cvent account will now be successfully connected. ", "error": null, "slug": "cvent", "help_title": "How to get started with Cvent on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/15677239601165-How-to-get-started-with-Chatbase-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15677239601165-How-to-get-started-with-Chatbase-on-Zapier", "title": "How to get started with Chatbase on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Chatbase app on Zapier, you must have: A Chatbase account with a paid plan. At least one AI agent created and configured in your Chatbase account. Lead collection enabled in your Chatbase agent if you plan to use form submission", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Chatbase How to get started with Chatbase on Zapier Updated January 06, 2026 16:40 Chatbase and Zapier connect to automate your chatbot workflows. You can trigger actions when forms are submitted and send prompts to your AI chatbot. Prerequisites To use the Chatbase app on Zapier, you must have: A Chatbase account with a paid plan. At least one AI agent created and configured in your Chatbase account. Lead collection enabled in your Chatbase agent if you plan to use form submission triggers (configured in Settings > Leads for your agent). Connect Chatbase to Zapier To create an app connection to Chatbase on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chatbase . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your API Key. Learn where to find your Chatbase API key . Display name : Enter your preferred display name for this connection. Click Yes, Continue to Chatbase . Your Chatbase account is now successfully connected to Zapier. About Chatbase's app", "text": "How to get started with Chatbase on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Chatbase How to get started with Chatbase on Zapier Updated January 06, 2026 16:40 Chatbase and Zapier connect to automate your chatbot workflows. You can trigger actions when forms are submitted and send prompts to your AI chatbot. Prerequisites To use the Chatbase app on Zapier, you must have: A Chatbase account with a paid plan. At least one AI agent created and configured in your Chatbase account. Lead collection enabled in your Chatbase agent if you plan to use form submission triggers (configured in Settings > Leads for your agent). Connect Chatbase to Zapier To create an app connection to Chatbase on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chatbase . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your API Key. Learn where to find your Chatbase API key . Display name : Enter your preferred display name for this connection. Click Yes, Continue to Chatbase . Your Chatbase account is now successfully connected to Zapier. About Chatbase's app Triggers, searches, and actions Triggers Form Submission (Instant) - Triggers when a form is submitted. Searches No search actions available for Chatbase. Actions Send Prompt - Send a prompt to your chatbot Limitations Training data size limitations : Free plan limited to 400 KB per agent, Hobby to 20 MB, Standard to 40 MB, and Pro to 60 MB. Rate limits can be configured per device, potentially restricting Zapier automation frequency. Templates View all of Chatbase's templates . Use cases 5 ways to automate Chatbase with Zapier Additional Chatbase resources Zapier's Chatbase integration page Chatbase's Help Center Chatbase's API documentation ", "error": null, "slug": "chatbase", "help_title": "How to get started with Chatbase on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495987442957-How-to-get-started-with-SugarCRM-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495987442957-How-to-get-started-with-SugarCRM-on-Zapier", "title": "How to get started with SugarCRM on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the SugarCRM app on Zapier, you must have: A paid SugarCRM plan . A Systems Administrator User account. Learn more about SugarCRM's account permissions . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM SugarCRM How to get started with SugarCRM on Zapier Updated August 10, 2026 10:41 SugarCRM and Zapier connect to automate your CRM workflows. You can manage leads, contacts, tasks, and other records across modules. Prerequisites To use the SugarCRM app on Zapier, you must have: A paid SugarCRM plan . A Systems Administrator User account. Learn more about SugarCRM's account permissions . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your SugarCRM instance requires IP allowlisting. Connect SugarCRM to Zapier To create an app connection to SugarCRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SugarCRM . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Sugar Instance URL : Enter your SugarCRM instance URL . - Username : Enter your SugarCRM username . - Password : Enter your SugarCRM password . - Use Zapier as API Platform (optional): Enable this if you're experiencing frequent connection issues due to login conflicts. You'll need to set up zapier as an API platform in SugarCRM . Click Yes, Continue to SugarCRM . Your SugarCRM account is now successfully connected to Zapier. About SugarCRM's app", "text": "How to get started with SugarCRM on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM SugarCRM How to get started with SugarCRM on Zapier Updated August 10, 2026 10:41 SugarCRM and Zapier connect to automate your CRM workflows. You can manage leads, contacts, tasks, and other records across modules. Prerequisites To use the SugarCRM app on Zapier, you must have: A paid SugarCRM plan . A Systems Administrator User account. Learn more about SugarCRM's account permissions . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your SugarCRM instance requires IP allowlisting. Connect SugarCRM to Zapier To create an app connection to SugarCRM on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SugarCRM . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Sugar Instance URL : Enter your SugarCRM instance URL . - Username : Enter your SugarCRM username . - Password : Enter your SugarCRM password . - Use Zapier as API Platform (optional): Enable this if you're experiencing frequent connection issues due to login conflicts. You'll need to set up zapier as an API platform in SugarCRM . Click Yes, Continue to SugarCRM . Your SugarCRM account is now successfully connected to Zapier. About SugarCRM's app Triggers, searches, and actions Triggers New Record (Polling) - Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.). Updated Record (Polling) - Triggers when an existing record is updated in a module you specify. Searches Find Record - Finds an existing record in any module you specify. Find or Create Record - Finds a record or creates one if it does not exist. Actions Create Record - Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.). Update Record - Updates an existing record in any module you specify. Limitations Update actions overwrite existing data. Templates View all of SugarCRM's templates Use cases 5 ways to automate SugarCRM with Zapier Additional SugarCRM resources Zapier's SugarCRM integration page SugarCRM documentation ", "error": null, "slug": "sugarcrm7", "help_title": "How to get started with SugarCRM on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496063433101-How-to-get-started-with-Magento-2-X-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496063433101-How-to-get-started-with-Magento-2-X-on-Zapier", "title": "How to get started with Magento 2.X on Zapier", "auth_signals": ["username_password", "premium"], "prerequisites": "Prerequisites To use the Magento 2.X app on Zapier, you must have: A paid Zapier account. Magento 2.X is a premium app on Zapier. Admin user credentials (username and password) for your Magento 2.X store. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Magento 2.X How to get started with Magento 2.X on Zapier Updated August 10, 2026 10:41 Magento 2.X and Zapier connect to automate your ecommerce work. You can trigger actions when new orders or customers are added and create customer records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Magento 2.X app on Zapier, you must have: A paid Zapier account. Magento 2.X is a premium app on Zapier. Admin user credentials (username and password) for your Magento 2.X store. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Magento 2.X instance requires IP allowlisting. Connect Magento 2.X to Zapier To create an app connection to Magento 2.X on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Magento 2.X . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Full Domain : Enter your Magento store URL (e.g., https://www.yourstore.com). Admin Username : Enter your Magento admin username . Admin Password : Enter your Magento admin password . (Optional) Store Code: Enter which stores the call affects. Click Yes, Continue to Magento 2.X . Your Magento 2.X account is now successfully connected to Zapier. About Magento 2.X's app", "text": "How to get started with Magento 2.X on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Magento 2.X How to get started with Magento 2.X on Zapier Updated August 10, 2026 10:41 Magento 2.X and Zapier connect to automate your ecommerce work. You can trigger actions when new orders or customers are added and create customer records. Available on plans: Free Professional Team Enterprise Prerequisites To use the Magento 2.X app on Zapier, you must have: A paid Zapier account. Magento 2.X is a premium app on Zapier. Admin user credentials (username and password) for your Magento 2.X store. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Magento 2.X instance requires IP allowlisting. Connect Magento 2.X to Zapier To create an app connection to Magento 2.X on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Magento 2.X . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Full Domain : Enter your Magento store URL (e.g., https://www.yourstore.com). Admin Username : Enter your Magento admin username . Admin Password : Enter your Magento admin password . (Optional) Store Code: Enter which stores the call affects. Click Yes, Continue to Magento 2.X . Your Magento 2.X account is now successfully connected to Zapier. About Magento 2.X's app Triggers, searches, and actions Triggers New Product (Polling) - Triggers when a new product is created. New Order (Polling) - Triggers when a new order is created (with line item support). New Sales Order Invoice (Polling) - Triggers when a new sales order invoice is created (with line item support). New Customer (Polling) - Triggers when a new customer is created. New Sales Order Credit Memo (Polling) - Triggers when a new sales order creditmemo is created. New Sales Order Shipment (Polling) - Triggers when a new sales order is created (with line item support). Searches No searches available for this app. Actions Create Customer - Create a new customer Create Sales Order Comment - Create a new sales order comment Limitations Two-factor authentication (2FA) enabled accounts are not yet supported. Templates View all of Magento 2.X's templates . Use cases How to automatically pull data for reports, charts, and dashboards The ultimate guide to selling downloads with Zapier The Zapier guide to line items Additional Magento 2.X resources Zapier's Magento 2.X integration page Magento 2.X's Help Center Magento 2.X's API documentation ", "error": null, "slug": "magento-v2", "help_title": "How to get started with Magento 2.X on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42450363030413-How-to-get-started-with-ABC-GymSales-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42450363030413-How-to-get-started-with-ABC-GymSales-on-Zapier", "title": "How to get started with ABC GymSales on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the ABC GymSales app on Zapier, you must have: An active ABC GymSales account (any plan level). API credentials provided by the GymSales Support Team (contact help@gymsales.net to obtain these credentials). At least one company/location set up in your GymSales account (required for creating people and appointments). For multi-location setups, you need to know your Company IDs for each location to properly route leads to the correct gym location.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Lifestyle & entertainment ABC GymSales How to get started with ABC GymSales on Zapier Updated January 19, 2026 14:19 ABC GymSales and Zapier connect to automate lead management. You can create new people from form submissions and leads, plus add tags and notes. Prerequisites To use the ABC GymSales app on Zapier, you must have: An active ABC GymSales account (any plan level). API credentials provided by the GymSales Support Team (contact help@gymsales.net to obtain these credentials). At least one company/location set up in your GymSales account (required for creating people and appointments). For multi-location setups, you need to know your Company IDs for each location to properly route leads to the correct gym location. Connect ABC GymSales to Zapier To create an app connection to ABC GymSales on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ABC GymSales . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Username : Enter your API username provided by the GymSales Support Team. API Password : Enter your API password provided by the GymSales Support Team. Company ID : Enter your Company ID ( required for multi-location setups). Click Yes, Continue to ABC GymSales . Your ABC GymSales account is now successfully connected to Zapier. About ABC GymSales's app", "text": "How to get started with ABC GymSales on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Lifestyle & entertainment ABC GymSales How to get started with ABC GymSales on Zapier Updated January 19, 2026 14:19 ABC GymSales and Zapier connect to automate lead management. You can create new people from form submissions and leads, plus add tags and notes. Prerequisites To use the ABC GymSales app on Zapier, you must have: An active ABC GymSales account (any plan level). API credentials provided by the GymSales Support Team (contact help@gymsales.net to obtain these credentials). At least one company/location set up in your GymSales account (required for creating people and appointments). For multi-location setups, you need to know your Company IDs for each location to properly route leads to the correct gym location. Connect ABC GymSales to Zapier To create an app connection to ABC GymSales on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ABC GymSales . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Username : Enter your API username provided by the GymSales Support Team. API Password : Enter your API password provided by the GymSales Support Team. Company ID : Enter your Company ID ( required for multi-location setups). Click Yes, Continue to ABC GymSales . Your ABC GymSales account is now successfully connected to Zapier. About ABC GymSales's app Triggers, searches, and actions Triggers No triggers available for ABC GymSales Searches Find Person by Email - Find an existing person by using Email Address as a lookup. Find Person by Mobile Phone - Find an existing person by using Mobile Phone as a lookup. Actions Add Tag - Add a Tag to a person. Create Note - Creates a new note on an existing person. Opt Out of SMS - Opts a person in or out from receiving SMS via GymSales. Salesperson_Name - Assign a salesperson to an existing prospect or member. Matches on the user's name in GymSales. Requires more than 3 characters. Create Appointment - Adds an appointment for a person. Opt Out of Email - Opts a person in or out from receiving email via GymSales. Create Person - Creates a new person. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate limiting applies with 120 requests per minute for /api/v1/people endpoints and 500 requests per minute for all other endpoints. Salesperson Name must already exist in GymSales system before it can be assigned. Templates View all of ABC GymSales's templates . Additional ABC GymSales resources Zapier's ABC GymSales integration page ABC GymSales's Help Center ABC GymSales's API documentation ", "error": null, "slug": "abcgymsales", "help_title": "How to get started with ABC GymSales on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44452375167885-Read-web-pages-in-your-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/44452375167885-Read-web-pages-in-your-workflows", "title": "Read web pages in your workflows", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Read web pages in your workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Read web pages in your workflows Updated March 20, 2026 13:10 Web Reader by Zapier fetches and reads the content of any public web page. It handles JavaScript-heavy pages, PDFs (up to 200 pages), and complex page layouts. You can use it as an action in a Zap, a tool for an Agent, or through Zapier MCP. Beta Web Reader by Zapier is a beta feature. It's available for use, but still in active development and may change. 1. Add a Web Reader action Search for and select Web Reader by Zapier . Select the Read Web Page event. 2. Set up your Web Reader action In the URL field, enter or map the URL of the web page you want to read. Click the Output Format dropdown menu and select your preferred format: Markdown : structured text using Markdown formatting. This is the default. HTML : formatted text using HTML markup. (Optional) In the Wait Time (ms) field, enter a wait time in milliseconds if the page relies on JavaScript to load its content. The maximum is 30000 (30 seconds). Use the Wait Time field for pages that load content dynamically with JavaScript, such as single-page applications or dashboards. If a page returns incomplete content, try increasing the wait time. Output If the URL is valid and the page is accessible, Web Reader returns: Content : the full page content in your chosen format (Markdown or HTML) Title : the page title URL : the final URL after any redirects Status code : the HTTP response code (for example, 200 for success) Combine Web Reader with AI by Zapier to summarize, extract data from, or analyze the content of web pages. Limitations Web Reader respects robots.txt . If a site blocks scraping, the action returns an error. Web Reader cannot access pages behind logins or paywalls. PDF extraction supports up to 200 pages. Each read counts as one task in your Zapier plan. ", "error": null, "slug": "web-reader-by-zapier", "help_title": "Read web pages in your workflows"}
{"url": "https://help.zapier.com/hc/en-us/articles/44790573390349-Automate-sales-rep-management-in-Lead-Router", "final_url": "https://help.zapier.com/hc/en-us/articles/44790573390349-Automate-sales-rep-management-in-Lead-Router", "title": "Automate sales rep management in Lead Router", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Automate sales rep management in Lead Router &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Lead Router Create routers Automate sales rep management in Lead Router Updated June 03, 2026 10:50 Zapier Lead Router offers Zap actions for managing your sales reps and queues. You can use these actions to automate tasks like onboarding new reps, syncing rep data from a CRM, adjusting queue assignments, and toggling rep availability. This article covers using Zap workflows to manage sales rep and queue management actions. You can also use Zap workflows to send leads to Lead Router . Available actions The Zapier Lead Router app includes the following management actions: Action Description Create Sales Rep Add a new sales rep to Lead Router Remove Queue Membership Remove a rep from a queue Find Sales Rep(s) Search for reps using custom fields Update Sales Rep Modify existing sales rep details or status Update Queue Membership Manage a rep's queue assignment, weight, or queue-level status Before you begin To use these actions, you need: A Lead Router setup with at least one queue. A Zap with a trigger step configured. Set up an action Create Sales Rep Create a sales rep Use the Create Sales Rep action to add a new rep to Lead Router. In the Zap editor, select the Action step. In the search box, search for and select Zapier Lead Router . The right sidebar will open to the Setup tab. Click the Action event dropdown menu. Select Create Sales Rep . Click Continue . In the Configure tab: Status : Choose from the dropdown menu — select Active if the rep should receive leads, or Inactive if the rep should not be assigned new leads. First Name : Enter the rep's first name. Last Name : Enter the rep's last name. Email : Enter the rep's email address. Fill out any custom sales rep fields configured in your Lead Router fields . Click Continue . Click Test step to check if the step is working correctly. You can click Skip test to test later. Remove Queue Membership Remove queue membership Use the Remove Queue Membership action to remove a rep from a queue. In the Zap editor, select the Action step. In the search box, search for and select Zapier Lead Router . The right sidebar will open to the Setup tab. Click the Action event dropdown menu. Select Remove Queue Membership . Click Continue . In the Configure tab: Click the Queue dropdown menu and select the queue. Click the Sales Rep dropdown menu and select the rep. Only current queue members appear as selectable options. Click Continue . Click Test step to check if the step is working correctly. You can click Skip test to test later. If the rep is not a member of the selected queue, the step does not return an error. It returns the list of remaining active members in the queue. Find Sales Rep(s) Find a sales rep Use the Find Sales Rep(s) action to search for an existing rep's information and use it in a later step in the Zap, such as for updating their details or managing their queue membership. In the Zap editor, select the Action step. In the search box, search for and select Zapier Lead Router . The right sidebar will open to the Setup tab. Click the Action event dropdown menu. Select Find Sales Rep(s) . Click Continue . In the Configure tab: Click the Filter Count dropdown menu to select how many filter fields to use, from 0 (retrieve all reps) to 5 . For each filter, select the Lookup Field you want to filter by, such as First Name or Email. Once selected, two additional fields appear: Operator : select how the value should be matched. Lookup Value : enter or map the value to search for. In the Successful if no search results are found? dropdown menu, select what happens when no reps match your filters. In the If multiple search results are found dropdown menu, select whether to return the first result or all results. (Optional) Select the Create Zapier Lead Router Sales Rep if it doesn't exist yet? checkbox to automatically create a new rep when no match is found. Click Continue . Click Test step to check if the step is working correctly. You can click Skip test to test later. If the action returns multiple reps, you can use Looping by Zapier to iterate over the results. Update Sales Rep Update a sales rep Use the Update Sales Rep action to modify an existing rep's details and availability. In the Zap editor, select the Action step. In the search box, search for and select Zapier Lead Router . The right sidebar will open to the Setup tab. Click the Action event dropdown menu. Select Update Sales Rep . Click Continue . In the Configure tab: Click the Sales Rep dropdown menu and select the rep you want to update. You can also map this value from a previous Create Sales Rep or Find Sales Rep step . Click the Status dropdown menu to set the rep's status. Learn more about updating a sales rep status . Enter a value in any of the existing fields to update it. Click Continue . Click Test step to check if the step is working correctly. You can click Skip test to test later. Update Queue Membership Update queue membership Use the Update Queue Membership action to manage a rep's queue assignment. In the Zap editor, select the Action step. In the search box, search for and select Zapier Lead Router . The right sidebar will open to the Setup tab. Click the Action event dropdown menu. Select Update Queue Membership . Click Continue . In the Configure tab: Click the Queue dropdown menu and select the queue. Click the Sales Rep dropdown menu and select the rep. In the Weight field, enter a custom weight for weighted round robin distribution. A rep with a higher weight receives proportionally more leads. Click the Status dropdown menu to set the rep's queue-level status. Learn more about updating a sales rep status . Click Continue . Click Test step to check if the step is working correctly. You can click Skip test to test later. Updating a sales rep status You can set a sales rep's status to Active or Inactive through the Update Sales Rep and the Update Queue Membership action. Use this to automate availability, such as setting a rep to Inactive when they go on leave and back to Active when they return. When a rep is set to Inactive: The rep stays in their queues with all weights unchanged. The rep will not receive any new leads until their status is set back to Active. Status can be configured at two levels: Global : when you use the Update Sales Rep action, the status change applies across all queues. Use it when a rep is not available to receive leads. Queue-level : when you use the Update Queue Membership action, the status change applies to a specific queue only. Use it when the rep should not receive leads from a specific queue. The global setting takes priority over queue-level settings. Next steps Learn how to send leads to Lead Router using a Zap. Manage your routers and leads in Lead Router. Learn about distribution types in Lead Router. ", "error": null, "slug": "zapier-lead-router", "help_title": "Automate sales rep management in Lead Router"}
{"url": "https://help.zapier.com/hc/en-us/articles/18600359051277-How-to-get-started-with-ClickBank-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18600359051277-How-to-get-started-with-ClickBank-on-Zapier", "title": "How to get started with ClickBank on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the ClickBank app on Zapier, you must have: A ClickBank account . Account owner access or view or edit permission in the API Management section. Find your ClickBank credentials To create your API key: Log in to your ClickBank account. Click the Settings tab, then select API Management . Click Create New API Key . Enter a name for the API key. Select all account nicknames that should have access via this API key. Click Save . Copy the API key . Learn more about creating a ClickBank API key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce ClickBank How to get started with ClickBank on Zapier Updated May 12, 2026 11:48 ClickBank and Zapier connect to automate your affiliate marketing workflows. You can manage orders, track transactions, and sync your e-commerce data. Prerequisites To use the ClickBank app on Zapier, you must have: A ClickBank account . Account owner access or view or edit permission in the API Management section. Find your ClickBank credentials To create your API key: Log in to your ClickBank account. Click the Settings tab, then select API Management . Click Create New API Key . Enter a name for the API key. Select all account nicknames that should have access via this API key. Click Save . Copy the API key . Learn more about creating a ClickBank API key . Connect ClickBank to Zapier To create an app connection to ClickBank on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickBank . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your ClickBank API key . Click Yes, Continue to ClickBank . Your ClickBank account is now successfully connected to Zapier. About ClickBank's app", "text": "How to get started with ClickBank on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce ClickBank How to get started with ClickBank on Zapier Updated May 12, 2026 11:48 ClickBank and Zapier connect to automate your affiliate marketing workflows. You can manage orders, track transactions, and sync your e-commerce data. Prerequisites To use the ClickBank app on Zapier, you must have: A ClickBank account . Account owner access or view or edit permission in the API Management section. Find your ClickBank credentials To create your API key: Log in to your ClickBank account. Click the Settings tab, then select API Management . Click Create New API Key . Enter a name for the API key. Select all account nicknames that should have access via this API key. Click Save . Copy the API key . Learn more about creating a ClickBank API key . Connect ClickBank to Zapier To create an app connection to ClickBank on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ClickBank . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your ClickBank API key . Click Yes, Continue to ClickBank . Your ClickBank account is now successfully connected to Zapier. About ClickBank's app Triggers, searches, and actions Triggers New Sale (Instant) - Triggers on the sale of a standard product or initial sale of a recurring product. Rebill (Instant) - Triggers on the rebill of a recurring product. Refund (Instant) - Triggers on the refund of a standard or recurring product. Chargeback (Instant) - Triggers on a chargeback for a standard or recurring product. New Test Sale (Instant) - Triggers on the test sale of a product. Test Rebill (Instant) - Triggers on the test rebill for a recurring product. Test Refund (Instant) - Triggers on the test refund for a test product. Searches No searches available for this app. Actions No actions available for this app. Limitations ClickBank allows a maximum of 10 requests per second . Pagination limits are unique for each endpoint. A 206 Partial Content error indicates that additional data was not retrieved. Templates View all of ClickBank's templates Additional ClickBank resources Zapier's ClickBank integration page ClickBank's Help Center ", "error": null, "slug": "clickbank", "help_title": "How to get started with ClickBank on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38238430938637-Use-Lead-Router-to-assign-leads", "final_url": "https://help.zapier.com/hc/en-us/articles/38238430938637-Use-Lead-Router-to-assign-leads", "title": "Use Lead Router to assign leads", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Use Lead Router to assign leads &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Lead Router Create routers Use Lead Router to assign leads Updated June 03, 2026 10:50 Zapier Lead Router lets you automatically route incoming leads to your sales team based on rules you set, ensuring even and accurate distribution. This article explains how to set up Lead Router. What's a router? A router is a group of sales representatives connected to a set of rules that determine who receives the lead. Leads are submitted automatically to your router through a Zap. The router will evaluate the lead against its rules to decide which sales rep should receive it. You can create routers using the quickstart onboarder or manually. Using Quickstart Create manually Use Quickstart The fastest way to set up your first router is through the Quickstart option on the Lead Router home sidebar. It guides you through adding fields, sales reps, queues, and rules, explaining what each does throughout the process. Create manually To create routers manually, you must create: Fields: information about a lead that will be used to determine where to route it. Sales reps: the reps in your business who will work on leads. Queues: sets of reps based on common attributes that will be used to distribute incoming leads. Once you have these resources in place, you'll use them to set up a router. Add fields You can create fields for both your leads and your sales reps. Lead fields are associated with a given lead, such as the company size or location, and are used to create rules that the router should check before assigning a lead to a set of representatives (a queue). Sales rep fields associate information with a specific sales rep profile, such as name, email, or their CRM ID. To add a new field: From the Lead Router home, click Fields . Click + New record . A dialog box will open. Enter a name in the Field Name text field. Select an option in the Entity Type dropdown menu: Lead Sales Rep Click Create . Tip All fields you create will appear on the Zapier Lead Router app action step and can be mapped with data from an app trigger. Add sales reps A sales rep is a member of your sales team who is eligible to receive leads. You can add reps to one or more queues. To add a new sales rep: From the Lead Router home, click Sales reps . Click + New record . A dialog box will open. Enter the rep information in the available fields . Click Create . Create a new queue A queue is a group of sales reps who can be assigned the same types of leads. You can add unlimited queues, and each queue can be used in multiple routers, with different rules. To add a new queue: From the Lead Router home, click Queues . Click + Queue . A dialog box will open. In the Name field, enter a name for the queue. (Optional) Use the Description field to explain the logic or usage of the queue. Click Create . Click the name of your new queue . Click Edit to add reps to it. A dialog box will open. Select the reps you want to add to this queue. Click Save changes . Use a weighted round robin By default, queues use a strict round robin distribution. To use a weighted round robin, change the values for each rep in the Weight column according to their priority on that queue. Learn more about distribution types in Lead Router . Note The Weight column accepts any positive integer (any whole number greater than zero). Create a new router A router is a collection of queues and rules that determine which sales rep will receive a lead. Each router must have at least one queue. Rules applied to a queue within a router will not affect the same queue when used in other routers. To add a new router: From the Lead Router home, click Routers . Click + Router . A dialog box will open. In the Name field, enter a name for the router. In the Fallback sales rep field, search for and select an existing sales rep who will receive all leads that do not match this router's rules. Click Create . You'll be redirected to the router's main page, and you can now add queues and rules to the router. Add queues to your router Once you create a new router, you need to define which steps it'll follow to select the sales reps who will receive a lead. Each step consists of a queue and associated rules. To add a queue: From the Lead Router home, click Routers . Click the name of your router . Click + Step to add a new step to your router. A new dialog box will open. In the Queue dropdown menu, select an existing queue . Click Save changes . The queue will be added as a step in your router. Queues will be evaluated in the order you add them. Add rules to a queue Rules you create only apply to that specific router. These rules function similarly to the rules in Filters and Paths . You can reuse the same queue in multiple routers to define different rules. To add rules to a queue: From the Lead Router home, click Routers . Select your router . Select the queue you want to create rules for. In the Rules section, click each field to define a rule: Field: select the name of the field to check. Condition: select how the value will be matched. Value: the value that Lead Router should use when checking a lead. (Optional) Add more rules: Click + AND if your lead must satisfy all of your rules before it matches. Click + OR if your lead must satisfy at least one of your rules before it matches. In the Distribution section, click the Queue dropdown menu to select which queue this rule applies to. Click Save changes . How billing works in Lead Router Lead Router charges your Zapier account for each lead that is successfully routed. As of June 1, 2026, all leads routed using the Route Lead step will consume 5 tasks per lead. Any other action steps in the Zap will count as one or zero tasks when run successfully, depending on the app you use. Learn more about how task usage is measured in Zapier . Next steps Once you've set up your router, you must create a Zap to send leads to your Lead Router. Learn how to manage your routers in Lead Router. Automate sales rep and queue management with Zap actions. ", "error": null, "slug": "zapier-lead-router", "help_title": "Use Lead Router to assign leads"}
{"url": "https://help.zapier.com/hc/en-us/articles/38238534170765-Use-Zap-workflows-to-send-leads-to-Lead-Router", "final_url": "https://help.zapier.com/hc/en-us/articles/38238534170765-Use-Zap-workflows-to-send-leads-to-Lead-Router", "title": "Use Zap workflows to send leads to Lead Router", "auth_signals": [], "prerequisites": "Prerequisites To send leads to Lead Router, you must have: Set up a router to receive your leads. Create a Zap To get started, create a new Zap in your account home . In the left sidebar, click + Create . A dropdown menu will appear. Select Zap workflows . You will be redirected to the Zap editor in a new browser tab or window. Once that's done, you must set up a trigger and an action. Set up a trigger A trigger is an event that starts a Zap . After you turn on your Zap, Zapier will monitor for that trigger event. When it occurs, the Zap will then run through every action in your workflow. You can use any app you use to collect leads that is available on Zapier . Learn how to set up a trigger with our step-by-step guide . Set up the Lead Router action step An action is an event your Zap performs after your trigger event occurs. Whenever your Zap", "connect_steps": "", "text": "Use Zap workflows to send leads to Lead Router &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Lead Router Create routers Use Zap workflows to send leads to Lead Router Updated June 03, 2026 10:50 Zapier Lead Router lets you automatically route incoming leads to your sales team based on rules you set, ensuring even and accurate distribution. Leads can come from any app available on Zapier, through a Zap trigger. This article explains how to set a Zap with Lead Router as an action. Learn more about Zap workflows on the Zap workflows quick start guide . Prerequisites To send leads to Lead Router, you must have: Set up a router to receive your leads. Create a Zap To get started, create a new Zap in your account home . In the left sidebar, click + Create . A dropdown menu will appear. Select Zap workflows . You will be redirected to the Zap editor in a new browser tab or window. Once that's done, you must set up a trigger and an action. Set up a trigger A trigger is an event that starts a Zap . After you turn on your Zap, Zapier will monitor for that trigger event. When it occurs, the Zap will then run through every action in your workflow. You can use any app you use to collect leads that is available on Zapier . Learn how to set up a trigger with our step-by-step guide . Set up the Lead Router action step An action is an event your Zap performs after your trigger event occurs. Whenever your Zap triggers, the Zap will then run through every action in your workflow. To send leads to Lead Router, you must add an action step using the Route Lead action event. In the Zap editor, select the Action step. A dialog box will open. In the search box, search for and select Zapier Lead Router . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select Route Lead . Click Continue . In the Configure tab: Click the Router field to open the dropdown menu and select the router you want to send leads to. Any fields you've set up in Lead Router will appear in this tab. Map the lead's information for each field, from the trigger step. Click Continue . Click Test step to check if the step is sending the right data. You can click Skip test to test later. Once you finish setting up your Zap, turn it on by clicking Publish in the upper right. Zapier will actively monitor your trigger app for new data and run your action steps each time your trigger event occurs. Your Zap will only monitor for and trigger on new data that occurs after it's published. Once you add this action, you can add any others to send the trigger data to other apps as well. Learn more about how to set up an action . How billing works in Lead Router Lead Router charges your Zapier account for each lead that is successfully routed. As of June 1, 2026, all leads routed using the Route Lead step will consume 5 tasks per lead. Any other action steps in the Zap will count as one or zero tasks when run successfully, depending on the app you use. Learn more about how task usage is measured in Zapier . Next steps Find sales and CRM apps to use with Zapier. Learn how to manage your routers and leads in Lead Router. Automate sales rep and queue management with Zap actions. ", "error": null, "slug": "zapier-lead-router", "help_title": "Use Zap workflows to send leads to Lead Router"}
{"url": "https://help.zapier.com/hc/en-us/articles/38241151480845-Manage-data-in-Lead-Router", "final_url": "https://help.zapier.com/hc/en-us/articles/38241151480845-Manage-data-in-Lead-Router", "title": "Manage data in Lead Router", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Manage data in Lead Router &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Lead Router Create routers Manage data in Lead Router Updated July 01, 2026 10:17 You can make changes or delete your routers in Zapier Lead Router . This article explains how to: Delete queues and routers. Review routing history. You can also automate sales rep and queue management with Zap actions . Delete a queue To delete a queue: From the Lead Router home, click Queues . Click the menu icon beside your queue name. Click Delete . Confirm your action by clicking Delete . Deleting a queue is permanent. All associated routers will be updated, and leads will no longer route to this queue. Delete a router To delete a router: From the Lead Router home, click Routers . Click the menu icon beside your queue name. Click Delete . Confirm your action by clicking Delete . Deleting a router is permanent. The router will be turned off, and routing will stop. Review lead routing history You can check how each incoming lead was routed through your Zap history. To see your lead routing history, go to the Zap History page with the Lead Router app filter applied. You can also check your current usage in your Lead Router account by visiting the usage widget on the bottom left side of the page. ", "error": null, "slug": "zapier-lead-router", "help_title": "Manage data in Lead Router"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495991780621-How-to-get-started-with-Amazon-SES-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495991780621-How-to-get-started-with-Amazon-SES-on-Zapier", "title": "How to get started with Amazon SES on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the Amazon SES app on Zapier, you must have: An active AWS account. At least one verified identity (email address or domain) in Amazon SES. A dedicated IAM user created for Zapier with SES permissions. AWS Access Key ID and Secret Access Key for the IAM user. Amazon SES moved out of sandbox mode if you want to send emails to unverified recipients. A paid Zapier plan. Amazon SES is a premium app on Zapier. Add a verified identity in Amazon SES Before you can send emails through Amazon SES, you must verify at least one email address or domain. Log in to the AWS Console . Go to the Amazon SES dashboard. In the left sidebar, click Verified identities . Click Create identity . Select Email address or Domain . Enter the email address or domain you want to verify. Click Create identity . If you're verifying an email address, check your inbox for a verification email from AWS and click the verification link. If you're verifying a domain, add the required DNS records (DKIM, SPF) as shown in the AWS console. Create an IAM user for Zapier Create a dedicated IAM user with limited permissions for Zapier to access Amazon SES securely. In your AWS Console, go to the IAM dashboard. In the left sidebar, click Users . Click Create user . Enter a username (for example, zapier-ses-user ). Click Next . Select Attach policies directly . Search for and select AmazonSESFullAccess . Click Next , then click Create user . Click on the user you created. Go to the Security credential", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Amazon SES How to get started with Amazon SES on Zapier Updated May 29, 2026 18:13 Amazon SES (Simple Email Service) and Zapier connect to automate your email workflows. You can send emails automatically based on triggers from other apps in your Zap workflows. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon SES app on Zapier, you must have: An active AWS account. At least one verified identity (email address or domain) in Amazon SES. A dedicated IAM user created for Zapier with SES permissions. AWS Access Key ID and Secret Access Key for the IAM user. Amazon SES moved out of sandbox mode if you want to send emails to unverified recipients. A paid Zapier plan. Amazon SES is a premium app on Zapier. Add a verified identity in Amazon SES Before you can send emails through Amazon SES, you must verify at least one email address or domain. Log in to the AWS Console . Go to the Amazon SES dashboard. In the left sidebar, click Verified identities . Click Create identity . Select Email address or Domain . Enter the email address or domain you want to verify. Click Create identity . If you're verifying an email address, check your inbox for a verification email from AWS and click the verification link. If you're verifying a domain, add the required DNS records (DKIM, SPF) as shown in the AWS console. Create an IAM user for Zapier Create a dedicated IAM user with limited permissions for Zapier to access Amazon SES securely. In your AWS Console, go to the IAM dashboard. In the left sidebar, click Users . Click Create user . Enter a username (for example, zapier-ses-user ). Click Next . Select Attach policies directly . Search for and select AmazonSESFullAccess . Click Next , then click Create user . Click on the user you created. Go to the Security credentials tab. Under Access keys , click Create access key . Select Third-party service and check the confirmation box. Click Next , then click Create access key . Copy both the Access Key ID and Secret Access Key . Store them securely as you won't be able to view the secret key again. Learn more about creating IAM users and IAM policies for Amazon SES . Connect Amazon SES to Zapier To create an app connection to Amazon SES on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon SES . Click Add connection . A ", "text": "How to get started with Amazon SES on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Amazon SES How to get started with Amazon SES on Zapier Updated May 29, 2026 18:13 Amazon SES (Simple Email Service) and Zapier connect to automate your email workflows. You can send emails automatically based on triggers from other apps in your Zap workflows. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon SES app on Zapier, you must have: An active AWS account. At least one verified identity (email address or domain) in Amazon SES. A dedicated IAM user created for Zapier with SES permissions. AWS Access Key ID and Secret Access Key for the IAM user. Amazon SES moved out of sandbox mode if you want to send emails to unverified recipients. A paid Zapier plan. Amazon SES is a premium app on Zapier. Add a verified identity in Amazon SES Before you can send emails through Amazon SES, you must verify at least one email address or domain. Log in to the AWS Console . Go to the Amazon SES dashboard. In the left sidebar, click Verified identities . Click Create identity . Select Email address or Domain . Enter the email address or domain you want to verify. Click Create identity . If you're verifying an email address, check your inbox for a verification email from AWS and click the verification link. If you're verifying a domain, add the required DNS records (DKIM, SPF) as shown in the AWS console. Create an IAM user for Zapier Create a dedicated IAM user with limited permissions for Zapier to access Amazon SES securely. In your AWS Console, go to the IAM dashboard. In the left sidebar, click Users . Click Create user . Enter a username (for example, zapier-ses-user ). Click Next . Select Attach policies directly . Search for and select AmazonSESFullAccess . Click Next , then click Create user . Click on the user you created. Go to the Security credentials tab. Under Access keys , click Create access key . Select Third-party service and check the confirmation box. Click Next , then click Create access key . Copy both the Access Key ID and Secret Access Key . Store them securely as you won't be able to view the secret key again. Learn more about creating IAM users and IAM policies for Amazon SES . Connect Amazon SES to Zapier To create an app connection to Amazon SES on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon SES . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: AWS Access Key ID : Enter your IAM user's Access Key ID . AWS Secret Access Key : Enter your IAM user's Secret Access Key . Region : Enter your AWS region where SES is configured (for example, us-east-1 ). Click Yes, Continue to Amazon SES . Your Amazon SES account is now successfully connected to Zapier. About Amazon SES's app Triggers, searches, and actions Triggers New Verified Identity - Triggers when a new email address or domain is verified in Amazon SES. Searches No search actions are available for Amazon SES. Actions Send Email - Sends an email using Amazon SES. You can specify the sender, recipient, subject, and body content. API Request (Beta) - This is an advanced action that makes a raw HTTP request with Amazon SES authentication. Limitations You must use a verified email address or domain as the sender. If your Amazon SES account is in sandbox mode, you can only send emails to verified email addresses. Amazon SES has sending quotas and rate limits that vary by account. Exceeding these limits may cause errors. The AWS region you specify when connecting must match where your verified identities are configured. Templates View all of Amazon SES's templates . Additional Amazon SES resources Zapier's Amazon SES integration page Amazon SES Developer Guide Amazon SES API Reference ", "error": null, "slug": "amazon-ses", "help_title": "How to get started with Amazon SES on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496128448013-How-to-Get-Started-with-EveryAction-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496128448013-How-to-Get-Started-with-EveryAction-on-Zapier", "title": "How to Get Started with EveryAction on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication EveryAction How to Get Started with EveryAction on Zapier Updated February 06, 2024 09:16 About EveryAction's Integration What kind of authentication does EveryAction use? EveryAction uses API Keys. Do I need a paid EveryAction account to use EveryAction with Zapier? You need a paid EveryAction plan to use EveryAction with Zapier. Plans are based on purchasing a package which requires conversations with an account executive. https://www.everyaction.com/get-demo/ Do I need special account permissions in EveryAction to use EveryAction with Zapier? You need to be an EveryAction admin to get an API key required to connect EveryAction to Zapier. Additionally, you will be limited to features the that you have purchased. If you use a Zap for a feature that you have not purchased, it will fail. Are there any API token limits in EveryAction when I use EveryAction with Zapier? No, there are no token limits when", "text": "How to Get Started with EveryAction on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication EveryAction How to Get Started with EveryAction on Zapier Updated February 06, 2024 09:16 About EveryAction's Integration What kind of authentication does EveryAction use? EveryAction uses API Keys. Do I need a paid EveryAction account to use EveryAction with Zapier? You need a paid EveryAction plan to use EveryAction with Zapier. Plans are based on purchasing a package which requires conversations with an account executive. https://www.everyaction.com/get-demo/ Do I need special account permissions in EveryAction to use EveryAction with Zapier? You need to be an EveryAction admin to get an API key required to connect EveryAction to Zapier. Additionally, you will be limited to features the that you have purchased. If you use a Zap for a feature that you have not purchased, it will fail. Are there any API token limits in EveryAction when I use EveryAction with Zapier? No, there are no token limits when using EveryAction with Zapier. Are there any webhook subscription limits in EveryAction when I use EveryAction with Zapier? No, EveryAction doesn't have any webhook subscription limits when you use EveryAction with Zapier. Are custom fields in EveryAction supported when I use EveryAction with Zapier? EveryAction supports custom fields in the Submit Data to Online Actions action only. Does EveryAction use real trigger samples from my EveryAction account? No, EveryAction does not provide real trigger samples from your EveryAction account. Only generic samples are provided. What kind of EveryAction hosted account can I use with Zapier? EveryAction's Zapier integration supports cloud-hosted accounts only. Connecting with EveryAction When you create a EveryAction Zap, you'll be asked to enter your EveryAction API key. To locate your API Key in your EveryAction account, please follow these steps: Go to the API Integrations page and click \"Request an API Key\" Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your EveryAction account will be connected. ", "error": null, "slug": "everyaction", "help_title": "How to Get Started with EveryAction on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495919999757-Common-problems-with-Jira-Software-Server-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495919999757-Common-problems-with-Jira-Software-Server-on-Zapier", "title": "Common problems with Jira Software Server on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common problems with Jira Software Server on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Jira Software Server Common problems with Jira Software Server on Zapier Updated March 31, 2026 16:18 I'm getting a 401 Error For some instances of Jira Software Server, you need to log in with your user name instead of your email. You can find your user name by going to your profile in Jira Software Server. I can't configure the Application URL The \" accepted external application URLs \" feature of Jira Software Server/Atlassian products is not compatible with Zapier. It’s not possible to configure the application URL. SSL Error (authorization failed: Could not verify SSL certificate) If you are running into the above error, it's likely your SSL certificate is from a CA that cannot Zapier recognize or has some issues. For more information, read our SSL certificate guide. I want to send a link to the Jira Software Server issue to my action app If you create a Jira issue in a Zap, the action results will not include the new issue URL. However, you can create this URL by combining the base URL and the Key field. The Key field is part of the action results data. https://{{OrganisationName}}.atlassiant.net/browse/{{Key}} When creating the URL: Replace {{OrganisationName}} with your organization name. You can locate this information from your address bar in your web browser, while logged into Jira. Replace {{Key}} with a mapped field containing the Key field from the Jira Software Server Create Issue step. Error: \"The issue type selected is invalid.\" This error occurs when selecting the incorrect issue type in the Issue Type dropdown field. This happens if the issue type selected is not associated with your project. Depending on the setup of your Jira account, there may be multiple types of epics, stories, and tasks available to select from the Issue Type dropdown menu. This is because each project has a custom issue type, created to fit the specific needs of each project, which will appear as \"duplicates\". To fix this issue: Select a different issue type . If you see fields appear within the Zap editor, this means you’ve selected the correct issue type for your project and you can continue to set up your Zap. If you see the “Remove these extra fields” this means you’ve selected the issue type not associated with your project. Click Remove these extra fields . Click Refresh fields Select another issue type from the dropdown menu until fields associated with your issue type appear. ", "error": null, "slug": "jira-software-server", "help_title": "Common problems with Jira Software Server on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44922554910477-How-to-get-started-with-Okta-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44922554910477-How-to-get-started-with-Okta-on-Zapier", "title": "How to get started with Okta on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Okta app on Zapier, you must have: Administrator permissions in your Okta organization to create and manage API tokens . An API token created in that organization's admin console. For sandbox connections, an Okta Preview organization on oktapreview.com and an API token created in that environment. Learn about Okta organizations and Preview . Find your Okta API token To generate an API token in Okta: Log in to your Okta admin console. Go to Security , then API , then Tokens . Click Create token . Enter a name for the token, then click Create token . Copy the token value. You can only see it once; after you close the dialog, it cannot be viewed again. For sandbox environments, create the token in your Okta Preview admin console (for example, yoursubdomain-admin.oktapreview.com ).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Okta How to get started with Okta on Zapier Updated May 29, 2026 18:13 Okta and Zapier connect to automate identity and access management. You can trigger workflows from Okta events, create users, and manage group membership. Prerequisites To use the Okta app on Zapier, you must have: Administrator permissions in your Okta organization to create and manage API tokens . An API token created in that organization's admin console. For sandbox connections, an Okta Preview organization on oktapreview.com and an API token created in that environment. Learn about Okta organizations and Preview . Find your Okta API token To generate an API token in Okta: Log in to your Okta admin console. Go to Security , then API , then Tokens . Click Create token . Enter a name for the token, then click Create token . Copy the token value. You can only see it once; after you close the dialog, it cannot be viewed again. For sandbox environments, create the token in your Okta Preview admin console (for example, yoursubdomain-admin.oktapreview.com ). Connect Okta to Zapier To create an app connection to Okta on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Okta . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Subdomain : Enter your Okta subdomain. For example, if your Okta URL is yourcompany.okta.com , enter yourcompany . - Would you like to connect to your sandbox environment? : Select True to connect to Okta Preview ( oktapreview.com ), or False for production ( okta.com ). - API Token : Enter the API token you created in your Okta admin console. Click Yes, Continue to Okta . Your Okta account is now successfully connected to Zapier. Connect to a sandbox environment Okta supports connecting to sandbox environments through Okta's Preview domain ( oktapreview.com ). Sandbox connections are useful for testing Zap workflows before you use them in production. When you set Would you like to connect to your sandbox environment? to True , Zapier uses oktapreview.com instead of okta.com . Sandbox connections are labeled with \"- Sandbox\" in Zapier so you can tell them apart from production connections. Before you connect a sandbox environment, make sure you have an Okta Preview organization set up and an API token created in that organizati", "text": "How to get started with Okta on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Okta How to get started with Okta on Zapier Updated May 29, 2026 18:13 Okta and Zapier connect to automate identity and access management. You can trigger workflows from Okta events, create users, and manage group membership. Prerequisites To use the Okta app on Zapier, you must have: Administrator permissions in your Okta organization to create and manage API tokens . An API token created in that organization's admin console. For sandbox connections, an Okta Preview organization on oktapreview.com and an API token created in that environment. Learn about Okta organizations and Preview . Find your Okta API token To generate an API token in Okta: Log in to your Okta admin console. Go to Security , then API , then Tokens . Click Create token . Enter a name for the token, then click Create token . Copy the token value. You can only see it once; after you close the dialog, it cannot be viewed again. For sandbox environments, create the token in your Okta Preview admin console (for example, yoursubdomain-admin.oktapreview.com ). Connect Okta to Zapier To create an app connection to Okta on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Okta . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Subdomain : Enter your Okta subdomain. For example, if your Okta URL is yourcompany.okta.com , enter yourcompany . - Would you like to connect to your sandbox environment? : Select True to connect to Okta Preview ( oktapreview.com ), or False for production ( okta.com ). - API Token : Enter the API token you created in your Okta admin console. Click Yes, Continue to Okta . Your Okta account is now successfully connected to Zapier. Connect to a sandbox environment Okta supports connecting to sandbox environments through Okta's Preview domain ( oktapreview.com ). Sandbox connections are useful for testing Zap workflows before you use them in production. When you set Would you like to connect to your sandbox environment? to True , Zapier uses oktapreview.com instead of okta.com . Sandbox connections are labeled with \"- Sandbox\" in Zapier so you can tell them apart from production connections. Before you connect a sandbox environment, make sure you have an Okta Preview organization set up and an API token created in that organization's admin console. About Okta's app Triggers, searches, and actions Triggers New Event (Instant) - Triggers on a new event. Searches Find Group by Name - Finds an Okta group by its name. Find User by Email - Finds an Okta user by their email address. Actions Add User to Group - Assigns a user to an Okta group. Suspend User - Suspend a user from Okta Create User - Creates a user without credentials, and sends them an e-mail with an account creation prompt. Activate User - Activate a user from Okta Deactivate User - Deactivate a user from Okta Remove User From Group - Removes a user from an Okta group. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Okta API tokens expire after 30 days without use. Each successful API request extends the expiration window. Tokens that are not used for 30 days expire and cannot be used again. Templates View all of Okta's templates Use cases 6 ways to automate Okta New integration: Streamline your identity management with Okta Additional Okta resources Zapier's Okta integration page Okta's API documentation Okta's Help Center ", "error": null, "slug": "okta", "help_title": "How to get started with Okta on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495967567757-How-to-get-started-with-Jira-Software-Server-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495967567757-How-to-get-started-with-Jira-Software-Server-on-Zapier", "title": "How to get started with Jira Software Server on Zapier", "auth_signals": ["api_key", "username_password", "basic_auth"], "prerequisites": "Prerequisites To use the Jira Software Server app on Zapier, you must have: A self-hosted Jira Software Server instance running version 6 or higher. Full administrator permissions (Jira System administrators or Jira administrators global permission) along with API access enabled for your user account. Valid Jira Software Server username and password for basic authentication (Single sign-on is not supported). If using Google account login with two-factor authentication, you'll need your email address and an API token instead of your password. Network configuration to allow incoming connections from Zapier's IP addresses (AWS us-east-1 region) or allowlist the User-Agent header \"Zapier\" in your firewall settings. User permissions to access the specific Jira projects you want to use in your Zapier integrations. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Jira Software Server How to get started with Jira Software Server on Zapier Updated August 10, 2026 10:41 Jira Software Server and Zapier connect to automate issue tracking. You can trigger workflows when new issues are created and create or update issues automatically. Note As of Feb 15, 2024, Atlassian is ending support for the Jira Software Server. This means it is available for use, but it is no longer actively being maintained or updated. Learn more about Atlassian’s update to Jira Server . Prerequisites To use the Jira Software Server app on Zapier, you must have: A self-hosted Jira Software Server instance running version 6 or higher. Full administrator permissions (Jira System administrators or Jira administrators global permission) along with API access enabled for your user account. Valid Jira Software Server username and password for basic authentication (Single sign-on is not supported). If using Google account login with two-factor authentication, you'll need your email address and an API token instead of your password. Network configuration to allow incoming connections from Zapier's IP addresses (AWS us-east-1 region) or allowlist the User-Agent header \"Zapier\" in your firewall settings. User permissions to access the specific Jira projects you want to use in your Zapier integrations. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Jira Software Server instance requires IP allowlisting. Connect Jira Software Server to Zapier To create an app connection to Jira Software Server on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jira Software Server . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Server URL : Enter your Jira Software Server instance URL . Username : Enter your Jira Software Server username . Password : Enter your Jira Software Server password . Click Yes, Continue to Jira Software Server . Your Jira Software Server account is now successfully connected to Zapier. About Jira Software Server's app", "text": "How to get started with Jira Software Server on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Jira Software Server How to get started with Jira Software Server on Zapier Updated August 10, 2026 10:41 Jira Software Server and Zapier connect to automate issue tracking. You can trigger workflows when new issues are created and create or update issues automatically. Note As of Feb 15, 2024, Atlassian is ending support for the Jira Software Server. This means it is available for use, but it is no longer actively being maintained or updated. Learn more about Atlassian’s update to Jira Server . Prerequisites To use the Jira Software Server app on Zapier, you must have: A self-hosted Jira Software Server instance running version 6 or higher. Full administrator permissions (Jira System administrators or Jira administrators global permission) along with API access enabled for your user account. Valid Jira Software Server username and password for basic authentication (Single sign-on is not supported). If using Google account login with two-factor authentication, you'll need your email address and an API token instead of your password. Network configuration to allow incoming connections from Zapier's IP addresses (AWS us-east-1 region) or allowlist the User-Agent header \"Zapier\" in your firewall settings. User permissions to access the specific Jira projects you want to use in your Zapier integrations. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Jira Software Server instance requires IP allowlisting. Connect Jira Software Server to Zapier To create an app connection to Jira Software Server on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jira Software Server . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Server URL : Enter your Jira Software Server instance URL . Username : Enter your Jira Software Server username . Password : Enter your Jira Software Server password . Click Yes, Continue to Jira Software Server . Your Jira Software Server account is now successfully connected to Zapier. About Jira Software Server's app Triggers, searches, and actions Triggers New Issue (Polling) - Triggers when you add an issue to a project of your selection. New Issue Type (Polling) - Triggers when you add a new issue type. New Project (Polling) - Triggers when a project is added. New Issue (Via JQL) (Polling) - Triggers when a new issue is added that matches some JQL. New Priority (Polling) - Triggers when you add a new priority. Updated Issue (Polling) - Triggers when an issue is updated. Searches Find User - Find a user by name. Find Issue - Searches for an issue, either using the issue's key, or its summary. Actions Add Watcher to Issue - Adds a user to the issue's watcher list. Create Issue - Create a new issue, select your own project and issue type. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Attach File to Issue - Attaches a file to an existing (or newly created) Jira issue. Update Issue - Updates an existing issue. Limitations Single sign-on (SSO) is not supported for authentication. Requires Jira Software Server version 6 or higher. Custom fields may not be consistently returned for a project due to a known Jira bug . Zapier's IP address may need to be added to Jira's allowlist to prevent connection errors. Templates View all of Jira Software Server's templates . Additional Jira Software Server resources Zapier's Jira Software Server integration page Jira Software Server's Help Center Jira Software Server's API documentation ", "error": null, "slug": "jira-software-server", "help_title": "How to get started with Jira Software Server on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39428286934413-How-to-get-started-with-Reclaim-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39428286934413-How-to-get-started-with-Reclaim-AI-on-Zapier", "title": "How to get started with Reclaim AI on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Reclaim AI app on Zapier, you must have: An active Reclaim AI account (free Lite plan or any paid plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Reclaim AI How to get started with Reclaim AI on Zapier Updated March 04, 2026 04:43 Reclaim AI and Zapier connect to automate task scheduling. You can create tasks in Reclaim AI from other apps to optimize your calendar. Prerequisites To use the Reclaim AI app on Zapier, you must have: An active Reclaim AI account (free Lite plan or any paid plan). Connect Reclaim AI to Zapier To create an app connection to Reclaim AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Reclaim AI . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Reclaim AI API Key . You can find this in your Reclaim Developer settings . Click Yes, Continue to Reclaim AI . Your Reclaim AI account is now successfully connected to Zapier. Your Reclaim AI account is now successfully connected to Zapier. About Reclaim AI's app", "text": "How to get started with Reclaim AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Reclaim AI How to get started with Reclaim AI on Zapier Updated March 04, 2026 04:43 Reclaim AI and Zapier connect to automate task scheduling. You can create tasks in Reclaim AI from other apps to optimize your calendar. Prerequisites To use the Reclaim AI app on Zapier, you must have: An active Reclaim AI account (free Lite plan or any paid plan). Connect Reclaim AI to Zapier To create an app connection to Reclaim AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Reclaim AI . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Reclaim AI API Key . You can find this in your Reclaim Developer settings . Click Yes, Continue to Reclaim AI . Your Reclaim AI account is now successfully connected to Zapier. Your Reclaim AI account is now successfully connected to Zapier. About Reclaim AI's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Create Task - Creates a new task in Reclaim.ai API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations API rate limits are enforced with 100 requests per minute for the free plan, which could impact high-volume automation workflows. Templates View all of Reclaim AI's templates . Additional Reclaim AI resources Zapier's Reclaim AI integration page Reclaim AI's Help Center ", "error": null, "slug": "reclaim-ai", "help_title": "How to get started with Reclaim AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/12775007540365-How-to-get-started-with-Zoho-Survey-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/12775007540365-How-to-get-started-with-Zoho-Survey-on-Zapier", "title": "How to get started with Zoho Survey on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Zoho Survey app on Zapier, you must have: A paid Zoho Survey plan (Enterprise or Pro). \"Response actions\" permission under the \"Survey Permissions\" role to create response", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho Survey How to get started with Zoho Survey on Zapier Updated May 12, 2026 11:48 Zoho Survey and Zapier connect to automate your survey workflows. You can trigger actions when survey responses are submitted and sync survey data with other apps. Prerequisites To use the Zoho Survey app on Zapier, you must have: A paid Zoho Survey plan (Enterprise or Pro). \"Response actions\" permission under the \"Survey Permissions\" role to create response triggers. Learn more about Zoho Survey's roles and permissions . Connect Zoho Survey to Zapier To create an app connection to Zoho Survey on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Survey . Click Add connection . A new browser tab or window will open. Log into Zoho and grant Zapier permission to access your Survey account. Your Zoho Survey account is now successfully connected to Zapier. About Zoho Survey's app", "text": "How to get started with Zoho Survey on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Zoho Survey How to get started with Zoho Survey on Zapier Updated May 12, 2026 11:48 Zoho Survey and Zapier connect to automate your survey workflows. You can trigger actions when survey responses are submitted and sync survey data with other apps. Prerequisites To use the Zoho Survey app on Zapier, you must have: A paid Zoho Survey plan (Enterprise or Pro). \"Response actions\" permission under the \"Survey Permissions\" role to create response triggers. Learn more about Zoho Survey's roles and permissions . Connect Zoho Survey to Zapier To create an app connection to Zoho Survey on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Survey . Click Add connection . A new browser tab or window will open. Log into Zoho and grant Zapier permission to access your Survey account. Your Zoho Survey account is now successfully connected to Zapier. About Zoho Survey's app Triggers, searches, and actions Triggers Survey Response Submission (Instant) - Triggers when a response is submitted for the selected survey. Searches No searches available for this app. Actions Send Email Invitations - Sends a survey through email to your contact or email address. API Request (Beta) - Makes a raw HTTP request with the integration's authentication. Templates View all of Zoho Survey's templates Additional Zoho Survey resources Zapier's Zoho Survey integration page Zoho Survey Help Center ", "error": null, "slug": "zoho-survey", "help_title": "How to get started with Zoho Survey on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39972451686157-Distribution-types-in-Zapier-Lead-Router", "final_url": "https://help.zapier.com/hc/en-us/articles/39972451686157-Distribution-types-in-Zapier-Lead-Router", "title": "Distribution types in Zapier Lead Router", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Distribution types in Zapier Lead Router &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Lead Router Create routers Distribution types in Zapier Lead Router Updated June 03, 2026 10:50 In Zapier Lead Router, queues can use two distribution types: Strict round robin. Weighted round robin. This article explains the differences between these distribution types. Strict round robin A strict round-robin distribution ensures incoming leads are distributed evenly among reps. No rep receives a second lead until everyone in the queue has received their first. The cycle then repeats. This is the default distribution type, used when all reps in the queue have the same value in the Weight column. Weighted round robin The weighted round robin allows you to apply different priorities when distributing leads. This means a rep may receive two or more leads before others in the queue receive one. This distribution type allows you to send fewer leads to a new rep who's still ramping up, for example. Learn how to set up routers and queues in Zapier Lead Router. ", "error": null, "slug": "zapier-lead-router", "help_title": "Distribution types in Zapier Lead Router"}
{"url": "https://help.zapier.com/hc/en-us/articles/26737651802253-How-to-get-started-with-Microsoft-Teams-Events-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/26737651802253-How-to-get-started-with-Microsoft-Teams-Events-on-Zapier", "title": "How to get started with Microsoft Teams Events on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft Teams Events app on Zapier, you must have: A paid Microsoft Teams plan . Global Administrator access or an admin account to manage external tenants.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Teams Events How to get started with Microsoft Teams Events on Zapier Updated May 12, 2026 11:48 Microsoft Teams Events and Zapier connect to automate your webinar and event management workflows. You can manage registrations, transcriptions, channels, and messages. Prerequisites To use the Microsoft Teams Events app on Zapier, you must have: A paid Microsoft Teams plan . Global Administrator access or an admin account to manage external tenants. Connect Microsoft Teams Events to Zapier To create an app connection to Microsoft Teams Events on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Teams Events . Click Add connection . A new browser window will open. Log in with your Microsoft account . Grant Zapier permission to access your account if prompted. Your Microsoft Teams Events account is now successfully connected to Zapier. About Microsoft Teams Events's app", "text": "How to get started with Microsoft Teams Events on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Microsoft Teams Events How to get started with Microsoft Teams Events on Zapier Updated May 12, 2026 11:48 Microsoft Teams Events and Zapier connect to automate your webinar and event management workflows. You can manage registrations, transcriptions, channels, and messages. Prerequisites To use the Microsoft Teams Events app on Zapier, you must have: A paid Microsoft Teams plan . Global Administrator access or an admin account to manage external tenants. Connect Microsoft Teams Events to Zapier To create an app connection to Microsoft Teams Events on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Teams Events . Click Add connection . A new browser window will open. Log in with your Microsoft account . Grant Zapier permission to access your account if prompted. Your Microsoft Teams Events account is now successfully connected to Zapier. About Microsoft Teams Events's app Triggers, searches, and actions Triggers New Webinar Registration (Polling) - Triggers when someone registers for a webinar. New Transcription (Polling) - Triggers when a new transcription is created. Searches Message Query - Search across Microsoft Teams using Microsoft Graph Search. Find Private Channel Member - Finds a private channel member by email address. Find Messages - Finds chat or channel messages using a search query. Find Webinar - Finds a webinar and its sessions given its ID. Find Webinar Registration - Finds a webinar registration given its ID. Get Message - Retrieves a specific channel message using the message ID. Get Message Replies - Retrieves the replies to a channel message. Actions Add Member to Private Channel - Adds a member to a private channel. Remove Member From Private Channel - Removes a member from a private channel. Update Channel - Updates a channel. Delete Message - Soft-deletes a message in a chat or channel. Create Webinar Attendance Report - Creates an attendance report for a completed webinar session. Templates View all of Microsoft Teams Events's templates Additional Microsoft Teams Events resources Zapier's Microsoft Teams Events integration page Microsoft Teams documentation ", "error": null, "slug": "microsoft-teams-events", "help_title": "How to get started with Microsoft Teams Events on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "title": "Fixing API endpoint URL errors in custom actions", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "Fixing API endpoint URL errors in custom actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions & API Requests actions Fixing API endpoint URL errors in custom actions Updated August 14, 2026 09:42 When testing a custom action , you get an error message which indicates the domain or API endpoint is incorrect for the API request. Causes This error occurs because the custom action’s API endpoint URL is incorrect. Apps such as Glean, Workday, Oracle Eloqua, Jira Software Cloud, and Egnyte require the API endpoint URL to include a unique identifier specific to your organization. Custom actions cannot generate this identifier because these URLs are dynamic. For example, Glean’s API requires the subdomain to be specified in the URL when making the API request. How to fix it In your app’s API documentation, find the format required for an API endpoint. Edit the code in your custom action. In the Custom Action Builder , in the left panel , click the Advanced tab. In the Code editor, find the API URL and adjust it according to the format the app expects. In the right panel, click Run test. Retesting the action should then allow your custom action to reach your domain with the expected endpoint URL. Glean Glean API requests for Glean require a subdomain . For example, if your Glean subdomain is mycompany-be , the API endpoint URL must contain the subdomain. https://mycompany-be.glean.com/rest/api/v1/getdocuments . For more information on Glean’s API, refer to their API documentation . Workday Workday API requests for Workday require the tenantHostname and tenant . For example, the tenantHouse is impl.wd12.myworkday.com and your tenant is mytenant . The API endpoint URL must contain the tenantHouse and tenant. https://impl-services1.wd12.myworkday.com/ccx/api/v1/mytenant The URL structure can also be represented more generally as: https:///api/// You can find this information in the address bar after logging into Workday. https://impl.wd12.myworkday.com/mytenant/d/home.htmld For more information on Workday’s API, refer to: REST Concepts REST Directory Oracle Eloqua Oracle Eloqua API requests for Oracle Eloqua require a base URL . For example, if your Oracle Eloqua base URL is https://secure.p03.eloqua.com , the API endpoint URL must contain the base URL. https://secure.p03.eloqua.com/API/Rest/2.0?page=5&count=30 For more information on Oracle’s Eloqua’s API, refer to Oracle Eloqua’s API documentation . Note The base URL is subject to change from time to time. If you notice that the Zap shows errors or the URL looks different when you log into your Oracle Eloqua account, you might need to update the API endpoint URL in your custom action. Jira Software Cloud Jira Software Cloud To make API requests for Jira Software Cloud, you must use the correct base URL and your unique cloud ID . 1. Find the Base URL The base URL is your Jira instance type, either a Standard Cloud or an Atlassian Government Cloud (AGC) account. Check below the appropriate URL for your instance type. 2. Retrieve the cloud ID cloudId is a unique identifier required for every Jira Software Cloud API endpoint. It must be retrieved dynamically via an API call and cannot be hardcoded. To retrieve your cloudId , make a GET request to the accessible-resources endpoint using the appropriate base URL for your account type. Example request to retrieve a Cloud ID: Standard cloud: GET https://api.atlassian.com/oauth/token/accessible-resources AGC: GET https://api.atlassian-us-gov-mod.com/oauth/token/accessible-resources 3. Build the final URL Once you have both the base URL and the cloudID, you can construct the full URL in your API call. Final URL format: [Base URL]/ex/jira/[cloudID]/[API endpoint] For more information on Jira’s API, refer to: Jira Cloud REST API Accessible Resources (cloud ID lookup) Egnyte Egnyte API requests for Egnyte require a domain . For example, if your Egnyte domain is mycompany , the API endpoint URL must contain the domain. https://mycompany.egnyte.com/pubapi/v1/fs/Shared For more information on Egnyte’s API, refer to their API documentation . ", "error": null, "slug": "egnyte", "help_title": "Fixing API endpoint URL errors in custom actions"}
{"url": "https://help.zapier.com/hc/en-us/articles/27966205752589-Looker-now-available-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/27966205752589-Looker-now-available-on-Zapier", "title": "Looker now available on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Looker now available on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 Looker now available on Zapier Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Amplify your data analysis with Looker on Zapier. This app allows you to manage data records and user roles. Triggers New Record Created in Look New User New Record Created in SQL Query Actions Add Role(s) to User Add User to Group Create Credentials - Email Create User Delete User Execute SQL Query Run Look Send Password Reset or Account Setup Email Learn more about how to get started with Looker today! ", "error": null, "slug": "looker", "help_title": "Looker now available on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/37452852249101-How-to-get-started-with-Adobe-Acrobat-Sign-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/37452852249101-How-to-get-started-with-Adobe-Acrobat-Sign-on-Zapier", "title": "How to get started with Adobe Acrobat Sign on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Adobe Acrobat Sign app on Zapier, you must have: An Adobe Acrobat Sign business plan or a free Adobe Sign Business Trial.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Adobe Acrobat Sign How to get started with Adobe Acrobat Sign on Zapier Updated May 11, 2026 14:30 Adobe Acrobat Sign and Zapier connect to automate your e-signature workflows. You can trigger actions when agreements are signed and automatically create signature requests from other apps. Prerequisites To use the Adobe Acrobat Sign app on Zapier, you must have: An Adobe Acrobat Sign business plan or a free Adobe Sign Business Trial. Connect Adobe Acrobat Sign to Zapier To create an app connection to Adobe Acrobat Sign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Adobe Acrobat Sign . Click Add connection . A new browser tab or window will open. Log into Adobe Acrobat Sign to authenticate. Grant Zapier permission to access your account if prompted to. Your Adobe Acrobat Sign account is now successfully connected to Zapier. About Adobe Acrobat Sign's app", "text": "How to get started with Adobe Acrobat Sign on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Adobe Acrobat Sign How to get started with Adobe Acrobat Sign on Zapier Updated May 11, 2026 14:30 Adobe Acrobat Sign and Zapier connect to automate your e-signature workflows. You can trigger actions when agreements are signed and automatically create signature requests from other apps. Prerequisites To use the Adobe Acrobat Sign app on Zapier, you must have: An Adobe Acrobat Sign business plan or a free Adobe Sign Business Trial. Connect Adobe Acrobat Sign to Zapier To create an app connection to Adobe Acrobat Sign on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Adobe Acrobat Sign . Click Add connection . A new browser tab or window will open. Log into Adobe Acrobat Sign to authenticate. Grant Zapier permission to access your account if prompted to. Your Adobe Acrobat Sign account is now successfully connected to Zapier. About Adobe Acrobat Sign's app Triggers, searches, and actions Triggers Agreement Created - Triggers when a new Agreement is Created. Agreement Email Viewed - Triggers when an Agreement Email is Viewed. Agreement Event Occurred - Triggers when Any Agreement Event Occurred. Agreement Expired - Triggers when an Agreement has Expired. Agreement Recalled - Triggers when an Agreement is Recalled. Agreement Rejected - Triggers when an Agreement is Rejected. Agreement Reminder Sent - Triggers when an Agreement Reminder is Sent. Agreement Signed by a Participant - Triggers when an Agreement is Signed by a Participant. Agreement Signed by All Participants - Triggers when an Agreement Workflow is Completed. Agreement State Changed - Triggers when an Agreement is Created, Recalled, Rejected, Expired, Signed by a Participant or Workflow Completed. Searches Find a List of All Agreements - Find a List of All Agreements. Find a List of All Document IDs of Agreement - Find a List of All Document IDs of Agreement. Find Form Field Data of Agreement in JSON Format - Find Form Field Data of Agreement in JSON Format. Find the Agreement Status - Find the Agreement Status. Find the Signing URL - Find the Signing URL. Actions Create a Document From an Agreement - Create a Document From an Agreement. Create a PDF of Signed Agreement - Create a PDF of the Signed Agreement. Create a PDF of the Agreement's Audit Trail - Create a PDF of the Agreement's Audit Trail. Create an Agreement From a Library Template - Create an Agreement from a Library Template and Send for Signature. Create an Agreement From Uploaded Document - Create an Agreement From Uploaded Document and Send for Signature. Upload a Document to Get Document ID - Upload a Document to Get Document ID. Limitations API rate limits apply. Adobe Sign monitors client requests and enforces throttling to protect system resources. Refresh token lifespan is 60 days. If you're not regularly using your Adobe Acrobat Sign app on Zapier, your connection may expire. Set up a scheduled trigger to keep the integration active. Custom form fields must be present in the original document or template used in Adobe Sign to access them via Zapier. Templates View all of Adobe Acrobat Sign's templates Use cases The best Docusign alternatives The 6 best electronic signature apps 6 ways to auto-manage your electronic signatures Additional Adobe Acrobat Sign resources Zapier's Adobe Acrobat Sign integration page Adobe Acrobat Sign's API documentation Adobe Acrobat Sign's Help Center ", "error": null, "slug": "adobe-acrobat-sign", "help_title": "How to get started with Adobe Acrobat Sign on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/27950816667789-How-to-get-started-with-Looker-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/27950816667789-How-to-get-started-with-Looker-on-Zapier", "title": "How to get started with Looker on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Looker app on Zapier, you must have: A paid Looker plan . Admin access to generate API credentials (or request credentials from your admin). For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Looker How to get started with Looker on Zapier Updated August 10, 2026 10:41 Looker and Zapier connect to automate your business intelligence workflows. You can run Looks, execute SQL queries, manage users, and create render tasks. Prerequisites To use the Looker app on Zapier, you must have: A paid Looker plan . Admin access to generate API credentials (or request credentials from your admin). For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Looker instance requires IP allowlisting. Find your Looker credentials You'll need to create an API Key in your Looker account: Go to the Admin section in Looker. Navigate to Users . Select your user or create API credentials for the user who will connect to Zapier. Copy the Client ID and Client Secret . If you're not a Looker admin, contact your admin to create API credentials for you. The API credentials will have the same permissions as the user they are created for. Connect Looker to Zapier To create an app connection to Looker on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Looker . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Looker URL : Enter your Looker instance URL (for example, https://company.looker.com ). Include any port numbers if necessary (for example, https://company.looker.com:19999 ). - Client ID : Enter your Client ID . - Client Secret : Enter your Client Secret . Click Yes, Continue to Looker . Your Looker account is now successfully connected to Zapier. About Looker's app", "text": "How to get started with Looker on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Looker How to get started with Looker on Zapier Updated August 10, 2026 10:41 Looker and Zapier connect to automate your business intelligence workflows. You can run Looks, execute SQL queries, manage users, and create render tasks. Prerequisites To use the Looker app on Zapier, you must have: A paid Looker plan . Admin access to generate API credentials (or request credentials from your admin). For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Looker instance requires IP allowlisting. Find your Looker credentials You'll need to create an API Key in your Looker account: Go to the Admin section in Looker. Navigate to Users . Select your user or create API credentials for the user who will connect to Zapier. Copy the Client ID and Client Secret . If you're not a Looker admin, contact your admin to create API credentials for you. The API credentials will have the same permissions as the user they are created for. Connect Looker to Zapier To create an app connection to Looker on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Looker . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Looker URL : Enter your Looker instance URL (for example, https://company.looker.com ). Include any port numbers if necessary (for example, https://company.looker.com:19999 ). - Client ID : Enter your Client ID . - Client Secret : Enter your Client Secret . Click Yes, Continue to Looker . Your Looker account is now successfully connected to Zapier. About Looker's app Triggers, searches, and actions Triggers New Record Created in Look (Polling) - Triggers when a new record is created in a Look. New User (Polling) - Triggers when a new user is created in Looker. New Record Created in SQL Query (Polling) - Triggers when a new record is created in a Looker SQL Query. Searches Find User - Finds a user in Looker based on search criteria. Get Render Task Results - Gets the document, image, or PDF produced by a completed render task. Actions Add User to Group - Adds a user to a group in Looker. Add Role(s) to User - Sets one or more roles for a user in Looker. Create User - Creates a new user in Looker. Create Credentials - Email - Creates email credentials for a user in Looker. Create Render Task - Creates a new task to render a Dashboard, Look, or Query to an image or PDF. Delete User - Deletes a user in Looker. Execute SQL Query - Executes a SQL query in Looker. Run Look - Runs a selected Look. Send Password Reset or Account Setup Email - Sends a password reset email to the user. Limitations Standard plan : Up to 1,000 query-based API calls per month and up to 1,000 administrative API calls per month. Enterprise plan : Up to 100,000 query-based API calls per month and up to 10,000 administrative API calls per month. Embed plan : Up to 500,000 query-based API calls per month and up to 100,000 administrative API calls per month. Learn more about Looker's usage limits . Templates View all of Looker's templates Additional Looker resources Zapier's Looker integration page Looker's documentation ", "error": null, "slug": "looker", "help_title": "How to get started with Looker on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40859028610957-How-to-get-started-with-Chargify-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40859028610957-How-to-get-started-with-Chargify-on-Zapier", "title": "How to get started with Chargify on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the Chargify app on Zapier, you must have: A paid Zapier plan. Chargify is a premium app on Zapier. An active Chargify account (now called Maxio Advanced Billing). Owner or admin permissions in your Chargify account to create API keys .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Chargify How to get started with Chargify on Zapier Updated April 10, 2026 17:03 Chargify and Zapier connect to automate billing workflows. You can trigger actions when new customers, subscriptions, or invoices are created and create or update customer data. Available on plans: Free Professional Team Enterprise Prerequisites To use the Chargify app on Zapier, you must have: A paid Zapier plan. Chargify is a premium app on Zapier. An active Chargify account (now called Maxio Advanced Billing). Owner or admin permissions in your Chargify account to create API keys . Connect Chargify to Zapier To create an app connection to Chargify on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chargify . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Subdomain : Enter your Chargify subdomain (the part before .chargify.com in your Chargify URL). API Key : Enter your Chargify API key. Click Yes, Continue to Chargify . Your Chargify account is now successfully connected to Zapier. About Chargify's app", "text": "How to get started with Chargify on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Chargify How to get started with Chargify on Zapier Updated April 10, 2026 17:03 Chargify and Zapier connect to automate billing workflows. You can trigger actions when new customers, subscriptions, or invoices are created and create or update customer data. Available on plans: Free Professional Team Enterprise Prerequisites To use the Chargify app on Zapier, you must have: A paid Zapier plan. Chargify is a premium app on Zapier. An active Chargify account (now called Maxio Advanced Billing). Owner or admin permissions in your Chargify account to create API keys . Connect Chargify to Zapier To create an app connection to Chargify on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Chargify . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Subdomain : Enter your Chargify subdomain (the part before .chargify.com in your Chargify URL). API Key : Enter your Chargify API key. Click Yes, Continue to Chargify . Your Chargify account is now successfully connected to Zapier. About Chargify's app Triggers, searches, and actions Triggers New Customer - Triggers when a customer is added. (Polling) New Subscription - Triggers when a new subscription is created. (Polling) Updated Subscription - Triggers when a subscription is updated. (Polling) New Invoice - Triggers when a new invoice is created. (Polling) New Subscription State - Triggers when the state of a subscription changes. (Polling) Searches Find a Customer - Finds a customer. Find a Product Family - Finds a product family. Find customer - Find a customer by customer ID. Optionally, create one if none are found. Find a Product Family Component - Finds a product family component. Find a Product - Finds a product. Find a Subscription - Finds a subscription. Find subscription - Find a subscription by subscription ID. Optionally, create one if none are found. Actions Create Customer - Creates a customer. Create Subscription - Creates a subscription. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Coupon - Creates a coupon. Create Product Price Point - Creates a product price point. Update Subscription - Updates an existing subscription. Limitations Maximum of 10 API keys per site allowed . Rate limiting enforced with maximum of 4 concurrent requests per subdomain at a time. HTTP 429 \"Too Many Requests\" responses may occur when rate limits are exceeded. 120-second timeout limitation for all API requests to all endpoints. API requests will be blocked if Advanced Billing subscription is canceled or trial has ended. Merchant limits : Webhook information retained for only 90 days before being purged. Canceled merchant data retained for only 90 days before permanent deletion. Templates View all of Chargify's templates . Use cases The line items guide: Automatically copy details from orders & invoices Additional Chargify resources Zapier's Chargify integration page Chargify's Help Center Chargify's API documentation ", "error": null, "slug": "chargify", "help_title": "How to get started with Chargify on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496019865869-How-to-get-started-with-ServiceNow-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496019865869-How-to-get-started-with-ServiceNow-on-Zapier", "title": "How to get started with ServiceNow on Zapier", "auth_signals": ["oauth", "basic_auth"], "prerequisites": "Prerequisites To use the ServiceNow app on Zapier, you must have: A paid ServiceNow subscription plan. If connecting using OAuth, a ServiceNow administrator must create an application registry for Zapier .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations ServiceNow How to get started with ServiceNow on Zapier Updated March 04, 2026 04:40 ServiceNow and Zapier connect to automate IT service management. You can trigger workflows when new records are created and create or update records in tables. Prerequisites To use the ServiceNow app on Zapier, you must have: A paid ServiceNow subscription plan. If connecting using OAuth, a ServiceNow administrator must create an application registry for Zapier . Connect ServiceNow to Zapier OAuth Basic authentication OAuth Before you connect to ServiceNow, your administrator must set up your ServiceNow environment . To create an app connection to ServiceNow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ServiceNow . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Instance URL : Enter your ServiceNow instance URL (e.g., https://yourinstance.service-now.com) . (Optional) Ask your ServiceNow administrator to provide these client credentials values needed for these fields: Client ID : Enter your ServiceNow Client ID . Client Secret : Enter your ServiceNow Client Secret . Click Yes, Continue to ServiceNow. Log into ServiceNow to authenticate. Grant Zapier permission to access your account if prompted to. Your ServiceNow account is now successfully connected to Zapier. Basis authentication To create an app connection to ServiceNow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ServiceNow . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Instance URL : Enter your ServiceNow instance URL (e.g., https://yourinstance.service-now.com). Username : Enter your ServiceNow username . Password : Enter your ServiceNow password . Click Yes, Continue to ServiceNow. Your ServiceNow account is now successfully connected to Zapier. About ServiceNow's app", "text": "How to get started with ServiceNow on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations ServiceNow How to get started with ServiceNow on Zapier Updated March 04, 2026 04:40 ServiceNow and Zapier connect to automate IT service management. You can trigger workflows when new records are created and create or update records in tables. Prerequisites To use the ServiceNow app on Zapier, you must have: A paid ServiceNow subscription plan. If connecting using OAuth, a ServiceNow administrator must create an application registry for Zapier . Connect ServiceNow to Zapier OAuth Basic authentication OAuth Before you connect to ServiceNow, your administrator must set up your ServiceNow environment . To create an app connection to ServiceNow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ServiceNow . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Instance URL : Enter your ServiceNow instance URL (e.g., https://yourinstance.service-now.com) . (Optional) Ask your ServiceNow administrator to provide these client credentials values needed for these fields: Client ID : Enter your ServiceNow Client ID . Client Secret : Enter your ServiceNow Client Secret . Click Yes, Continue to ServiceNow. Log into ServiceNow to authenticate. Grant Zapier permission to access your account if prompted to. Your ServiceNow account is now successfully connected to Zapier. Basis authentication To create an app connection to ServiceNow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select ServiceNow . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Instance URL : Enter your ServiceNow instance URL (e.g., https://yourinstance.service-now.com). Username : Enter your ServiceNow username . Password : Enter your ServiceNow password . Click Yes, Continue to ServiceNow. Your ServiceNow account is now successfully connected to Zapier. About ServiceNow's app Triggers, searches, and actions Triggers New Record (Polling) - Triggers when a new record is created. Updated Record (Polling) - Triggers when an existing record is updated. Searches Find File - Finds a file by name. Find or Create Record - this is the description. Find Record - Finds a record in a table. Actions Attach a File to a Record - Uploads and attaches a file to a record. Update Record - Updates an existing record in a table. Create Record - Creates a new record in a table. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply. ServiceNow enforces rate limits to prevent excessive inbound REST API requests, with rules that limit the number of requests processed per hour. Rate limit rules may not take effect for up to 30 seconds as each node maintains a count per user. Rate limits can be configured per user or role. You can create rules to limit requests for specific users, users with specific roles, or all users, and these limits are maintained per user across nodes. Templates View all of ServiceNow's templates . Use cases Your guide to IT automation Additional ServiceNow resources Zapier's ServiceNow integration page ServiceNow's Help Center ServiceNow's API documentation ", "error": null, "slug": "servicenow", "help_title": "How to get started with ServiceNow on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495989136013-How-to-get-started-with-Amazon-SQS-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495989136013-How-to-get-started-with-Amazon-SQS-on-Zapier", "title": "How to get started with Amazon SQS on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Amazon SQS app on Zapier, you must have: A paid Zapier account. Amazon SQS is a premium app on Zapier. An active AWS account with access to Amazon SQS service. At least one SQS queue created in your AWS account. A dedicated IAM user for Zapier in AWS with SQS permissions .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Amazon SQS How to get started with Amazon SQS on Zapier Updated April 10, 2026 17:03 Amazon SQS and Zapier connect to automate messaging workflows. You can trigger actions when new messages or queues are added and create new messages or queues. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon SQS app on Zapier, you must have: A paid Zapier account. Amazon SQS is a premium app on Zapier. An active AWS account with access to Amazon SQS service. At least one SQS queue created in your AWS account. A dedicated IAM user for Zapier in AWS with SQS permissions . Connect Amazon SQS to Zapier To create an app connection to Amazon SQS on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon SQS . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Access Key ID : Enter your AWS Access Key ID . Secret Access Key : Enter your AWS Secret Access Key . Region : Enter your AWS region . Click Yes, Continue to Amazon SQS . Your Amazon SQS account is now successfully connected to Zapier. About Amazon SQS's app", "text": "How to get started with Amazon SQS on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Amazon SQS How to get started with Amazon SQS on Zapier Updated April 10, 2026 17:03 Amazon SQS and Zapier connect to automate messaging workflows. You can trigger actions when new messages or queues are added and create new messages or queues. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon SQS app on Zapier, you must have: A paid Zapier account. Amazon SQS is a premium app on Zapier. An active AWS account with access to Amazon SQS service. At least one SQS queue created in your AWS account. A dedicated IAM user for Zapier in AWS with SQS permissions . Connect Amazon SQS to Zapier To create an app connection to Amazon SQS on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon SQS . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Access Key ID : Enter your AWS Access Key ID . Secret Access Key : Enter your AWS Secret Access Key . Region : Enter your AWS region . Click Yes, Continue to Amazon SQS . Your Amazon SQS account is now successfully connected to Zapier. About Amazon SQS's app Triggers, searches, and actions Triggers New JSON Message - Triggers when you add a new message and loads JSON from the message and passes that to the general trigger data. (Polling) New Queue - Triggers when you add a new queue. (Polling) New Message - Triggers when you add a new message. (Polling) Searches No search actions available for Amazon SQS. Actions Create Message - Create a new message. Create JSON Message - Create a new JSON message using data from the source trigger Create Queue - Create a new queue. Templates View all of Amazon SQS's templates . Additional Amazon SQS resources Zapier's Amazon SQS integration page Amazon SQS's Help Center Amazon SQS's API documentation ", "error": null, "slug": "amazon-sqs", "help_title": "How to get started with Amazon SQS on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496007483149-How-to-get-started-with-Amazon-SNS-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496007483149-How-to-get-started-with-Amazon-SNS-on-Zapier", "title": "How to get started with Amazon SNS on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Amazon SNS app on Zapier, you must have: A paid Zapier account. Amazon SNS is a premium app on Zapier. An active AWS account with access to Amazon SNS service. An Amazon SNS topic created in your AWS account. A dedicated IAM user for Zapier in AWS with SNS permissions . Zapier recommends the Amazon SNS Full Access managed policy or custom policy including the following minimim permissions: sns:Subscribe sns:Unsubscribe sns:ListTopics sns:ListSubscriptionsByTopic sns:ConfirmSubscription (Optionally) sns:Publish and sns:CreateTopic", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Amazon SNS How to get started with Amazon SNS on Zapier Updated April 10, 2026 17:03 Amazon SNS and Zapier connect to automate notifications. You can trigger workflows when new messages arrive and create messages or topics automatically. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon SNS app on Zapier, you must have: A paid Zapier account. Amazon SNS is a premium app on Zapier. An active AWS account with access to Amazon SNS service. An Amazon SNS topic created in your AWS account. A dedicated IAM user for Zapier in AWS with SNS permissions . Zapier recommends the Amazon SNS Full Access managed policy or custom policy including the following minimim permissions: sns:Subscribe sns:Unsubscribe sns:ListTopics sns:ListSubscriptionsByTopic sns:ConfirmSubscription (Optionally) sns:Publish and sns:CreateTopic Connect Amazon SNS to Zapier To create an app connection to Amazon SNS on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon SNS . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Access Key ID : Enter your AWS Access Key ID . Secret Access Key : Enter your AWS Secret Access Key . Region : Enter your AWS region (e.g., us-east-1). Click Yes, Continue to Amazon SNS . Your Amazon SNS account is now successfully connected to Zapier. About Amazon SNS's app", "text": "How to get started with Amazon SNS on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Amazon SNS How to get started with Amazon SNS on Zapier Updated April 10, 2026 17:03 Amazon SNS and Zapier connect to automate notifications. You can trigger workflows when new messages arrive and create messages or topics automatically. Available on plans: Free Professional Team Enterprise Prerequisites To use the Amazon SNS app on Zapier, you must have: A paid Zapier account. Amazon SNS is a premium app on Zapier. An active AWS account with access to Amazon SNS service. An Amazon SNS topic created in your AWS account. A dedicated IAM user for Zapier in AWS with SNS permissions . Zapier recommends the Amazon SNS Full Access managed policy or custom policy including the following minimim permissions: sns:Subscribe sns:Unsubscribe sns:ListTopics sns:ListSubscriptionsByTopic sns:ConfirmSubscription (Optionally) sns:Publish and sns:CreateTopic Connect Amazon SNS to Zapier To create an app connection to Amazon SNS on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon SNS . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Access Key ID : Enter your AWS Access Key ID . Secret Access Key : Enter your AWS Secret Access Key . Region : Enter your AWS region (e.g., us-east-1). Click Yes, Continue to Amazon SNS . Your Amazon SNS account is now successfully connected to Zapier. About Amazon SNS's app Triggers, searches, and actions Triggers New JSON Message (Instant) - Triggers when a new JSON message is sent on a topic and parses the message body as JSON. Automatically manages the subscription. New Message (Instant) - Triggers when a new message is sent on a topic. Automatically manages the subscription. New Topic (Polling) - Triggers when you add a new topic. Searches No search actions available for Amazon SNS. Actions Create Message - Create a new message. Create JSON Message - Create a new JSON message using data from the source trigger. Create Topic - Create a new topic. Limitations AWS SNS service quotas apply , including limits of 100,000 standard topics per account and 1,000 FIFO topics per account. API throttling limits apply, with varying rates depending on the AWS region (ranging from 300 to 30,000 messages per second). Templates View all of Amazon SNS's templates . Use cases Your guide to Amazon automation Additional Amazon SNS resources Zapier's Amazon SNS integration page Amazon SNS's Help Center Amazon SNS's API documentation ", "error": null, "slug": "amazon-sns", "help_title": "How to get started with Amazon SNS on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/19313830231309-App-update-Braintree", "final_url": "https://help.zapier.com/hc/en-us/articles/19313830231309-App-update-Braintree", "title": "App update: Braintree", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "App update: Braintree &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 App update: Braintree Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We’ve created a new Braintree app to keep current with the latest API updates from Braintree. The new app includes three new triggers: New Transaction - you can filter the trigger by transaction status. New Dispute. New Subscription. As a result, Zap workflows that use the old Braintree app (now legacy app ) will stop working on September 30, 2023. To access the new Braintree app and keep your Zap workflows running, you’ll need to update your Zap workflows to use the new Braintree app. Go to My Apps . Search for and select the Braintree (Legacy) app . Click the Zap workflows tab. Update each Zap to replace the old Braintree (Legacy) app with the latest Braintree app . You’ll need to reconnect your Braintree account(s) and set up any steps that use the Braintree app again. Learn more about updating your Zap workflows to the latest app version . ", "error": null, "slug": "braintree", "help_title": "App update: Braintree"}
{"url": "https://help.zapier.com/hc/en-us/articles/39640412485773-How-to-get-started-with-Figma-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39640412485773-How-to-get-started-with-Figma-on-Zapier", "title": "How to get started with Figma on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Figma app on Zapier, you must have: An active Figma account (free Starter plan or any paid plan). To use the File Updated or New Comment (Instant) trigger, a Figma paid plan (Professional, Organization, or Enterprise). To use the New Dev Resource trigger or Create Dev Resource action, a Dev seat in Figma. To use the New Variable trigger, Create Variable action, or Update Variable action, a Figma Enterprise plan and a full seat or admin role in the organization. To use the New Project File trigger, a personal access token from your Figma account. Access to the files you want to integrate with. Find your Figma personal access token To generate a personal access token in Figma: In Figma, click your profile icon, then go to Settings . Scroll to the Security section and select Personal access tokens . Click Generate new token . Grant access to the scopes your Zap workflows require. Set the expiration to your preferred duration. Click Generate token and copy the token. Learn more about managing personal access tokens in Figma .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Figma How to get started with Figma on Zapier Updated May 29, 2026 18:13 Figma and Zapier connect to automate your design workflows. You can trigger actions when files are updated or comments are added and create comments, images, or dev resources. Prerequisites To use the Figma app on Zapier, you must have: An active Figma account (free Starter plan or any paid plan). To use the File Updated or New Comment (Instant) trigger, a Figma paid plan (Professional, Organization, or Enterprise). To use the New Dev Resource trigger or Create Dev Resource action, a Dev seat in Figma. To use the New Variable trigger, Create Variable action, or Update Variable action, a Figma Enterprise plan and a full seat or admin role in the organization. To use the New Project File trigger, a personal access token from your Figma account. Access to the files you want to integrate with. Find your Figma personal access token To generate a personal access token in Figma: In Figma, click your profile icon, then go to Settings . Scroll to the Security section and select Personal access tokens . Click Generate new token . Grant access to the scopes your Zap workflows require. Set the expiration to your preferred duration. Click Generate token and copy the token. Learn more about managing personal access tokens in Figma . Connect Figma to Zapier To create an app connection to Figma on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Figma . Click Add connection . A new browser tab or window will open. Log into Figma to authenticate. Grant Zapier permission to access your account if prompted to. (Optional) In the Personal access token field, enter your Figma personal access token . This is required if you plan to use the New Project File trigger. Your Figma account is now successfully connected to Zapier. About Figma's app", "text": "How to get started with Figma on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Figma How to get started with Figma on Zapier Updated May 29, 2026 18:13 Figma and Zapier connect to automate your design workflows. You can trigger actions when files are updated or comments are added and create comments, images, or dev resources. Prerequisites To use the Figma app on Zapier, you must have: An active Figma account (free Starter plan or any paid plan). To use the File Updated or New Comment (Instant) trigger, a Figma paid plan (Professional, Organization, or Enterprise). To use the New Dev Resource trigger or Create Dev Resource action, a Dev seat in Figma. To use the New Variable trigger, Create Variable action, or Update Variable action, a Figma Enterprise plan and a full seat or admin role in the organization. To use the New Project File trigger, a personal access token from your Figma account. Access to the files you want to integrate with. Find your Figma personal access token To generate a personal access token in Figma: In Figma, click your profile icon, then go to Settings . Scroll to the Security section and select Personal access tokens . Click Generate new token . Grant access to the scopes your Zap workflows require. Set the expiration to your preferred duration. Click Generate token and copy the token. Learn more about managing personal access tokens in Figma . Connect Figma to Zapier To create an app connection to Figma on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Figma . Click Add connection . A new browser tab or window will open. Log into Figma to authenticate. Grant Zapier permission to access your account if prompted to. (Optional) In the Personal access token field, enter your Figma personal access token . This is required if you plan to use the New Project File trigger. Your Figma account is now successfully connected to Zapier. About Figma's app Triggers, searches, and actions Triggers File Updated (Paid Accounts Only) (Instant) - Triggers when a file is updated (within 30 minutes of editing inactivity in a file). New Comment (Paid Accounts Only) (Instant) - Triggers when a new comment is created in a Figma file. New Project File (Polling) - Triggers when a new file is added to a project. New Variable (Enterprise Only) (Polling) - Triggers when a new variable is found in a file (local or published). New File Version (Polling) - Triggers when a new file version is created. New Comment (Polling) - Triggers when a new comment is created in a Figma file. New Dev Resource (Requires Dev Seat) (Polling) - Triggers when a new dev resource is added to the Figma file. Searches Search File - Searches for a file by key. Search File Meta - Searches for a file by key and returns metadata. Actions Create Comment - Creates a new comment in a Figma file. Create Dev Resource (Requires Dev Seat) - Creates a new dev resource in a Figma file. Create Image - Creates a new image from a Figma file. Create Variable (Enterprise Only) - Creates a new variable in a Figma file. Delete Comment - Deletes a comment in a Figma file. Delete Comment Reaction - Deletes your own comment reaction in a Figma file. React to Comment - Reacts to a comment in a Figma file. Update Variable (Enterprise Only) - Updates an existing variable in a Figma file. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations File access is limited to files you've created or that have been shared with you through direct sharing, projects, or teams. The Variables REST API is only available to Figma Enterprise plan organizations. Guests cannot use the Variables API. API rate limits apply to all requests. Limits vary by seat type and Figma plan, ranging from 10 to 150 requests per minute. Templates View all of Figma's templates . Use cases 4 ways to automate Figma 5 ways to use Figma if you're not a designer Additional Figma resources Zapier's Figma integration page Figma's API documentation Figma's Help Center ", "error": null, "slug": "figma", "help_title": "How to get started with Figma on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974297876237-Classify-text-with-Google-Vertex-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974297876237-Classify-text-with-Google-Vertex-AI-on-Zapier", "title": "Classify text with Google Vertex AI on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Classify text with Google Vertex AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI Classify text with Google Vertex AI on Zapier Updated March 04, 2026 04:43 With Google Vertex AI, you can use artificial intelligence to classify text amongst a list of categories. Example You can classify text such as: Spam detection Sentiment analysis Topic detection Content moderation To set up a Classify Text action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and select Google Vertex AI . Click the Action event dropdown menu. Select Classify Text . Click Continue . 2. Connect to Google Vertex AI Click Sign in . A pop-up window will appear. Log into your Google Cloud account . Click Continue . 3. Set up Classify Text Text : Add text or map fields from previous steps to summarize. Categories : Add the name of your categories for classification. To add a new category, click out of the field and a new category row will appear. Project ID : From the dropdown menu, select your project ID. Model Region : By default, us-central1 will be selected. Advanced Fields (optional) : To adjust your large language model (LLM) parameters, select True from the Advanced Fields dropdown menu. Your screen will refresh to show the advanced fields . Once you’ve set up your fields, click Continue. 4. Test the action Click Test action . The next screen will show if Zapier can perform the action step successfully. Once you’ve set up your Classify Text action, you can continue setting up the rest of your Zap. ", "error": null, "slug": "google-vertex-ai", "help_title": "Classify text with Google Vertex AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974402370445-Draft-an-email-with-Google-Vertex-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974402370445-Draft-an-email-with-Google-Vertex-AI-on-Zapier", "title": "Draft an email with Google Vertex AI on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Draft an email with Google Vertex AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI Draft an email with Google Vertex AI on Zapier Updated March 31, 2026 16:16 With Google Vertex AI, you can use artificial intelligence to generate a draft email. To set up a Write an Email action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and select Google Vertex AI . Click the Action event dropdown menu and select Write an Email . Click Continue . 2. Connect to Google Vertex AI Click Sign in . A pop-up window will appear. Log into your Google Cloud account . Click Continue . 3. Set up Write an Email Recipient Name: Add the name of the person to whom you want to send an email. Recipient Email: Add the email address of the person to whom you want to send an email. From Name: Add the name the email will be from. Email Prompt: Add a prompt to describe the content of the email you wish to send. Tone : Select the tone of the generated content from the Tone dropdown menu: Formal Neutral Casual Body: Select from the dropdown what format the email should be sent in: Plain Text HTML Project ID: From the dropdown menu, select your project ID. Model Region: By default, us-central1 will be selected. Advanced Fields (optional): To adjust your large language model (LLM) parameters, select True from the Advanced Fields dropdown menu. Your screen will refresh to show the advanced fields . Once you’ve set up your fields, click Continue . 4. Test the action Click Test action . The next screen will show if Zapier can perform the action step successfully. Once you’ve set up your Write an Email action, you can set up a send email action with your chosen email app . ", "error": null, "slug": "google-vertex-ai", "help_title": "Draft an email with Google Vertex AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974321699853-Send-prompts-with-Google-Vertex-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974321699853-Send-prompts-with-Google-Vertex-AI-on-Zapier", "title": "Send prompts with Google Vertex AI on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Send prompts with Google Vertex AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI Send prompts with Google Vertex AI on Zapier Updated April 09, 2025 08:01 With Google Vertex AI, you can use artificial intelligence to send a prompt and generate a completion. To set up a Send prompt action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and select Google Vertex AI . Click the Action event dropdown menu and select Send prompt . Click Continue . 2. Connect to Google Vertex AI Click Sign in . A pop-up window will appear. Log into your Google Cloud account . Click Continue . 3. Set up Send prompt Prompt : Add the text for your prompt. Text added to this field will be used to generate a completion. Project ID : From the dropdown menu, select your project ID. Model Region : By default, us-central1 will be selected. Advanced Fields (optional) : To adjust your large language model (LLM) parameters, select True from the Advanced Fields dropdown menu. Your screen will refresh to show the advanced fields . Once you’ve set up your fields, click Continue. 4. Test the action Click Test action . The next screen will show if Zapier can perform the action step successfully. Once you’ve set up your Send prompt action, you can continue setting up the rest of your Zap. ", "error": null, "slug": "google-vertex-ai", "help_title": "Send prompts with Google Vertex AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40852666483853-ServiceNow-administrator-prerequisites-for-Zapier-connection", "final_url": "https://help.zapier.com/hc/en-us/articles/40852666483853-ServiceNow-administrator-prerequisites-for-Zapier-connection", "title": "ServiceNow administrator prerequisites for Zapier connection", "auth_signals": ["oauth"], "prerequisites": "prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at Zap", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations ServiceNow ServiceNow administrator prerequisites for Zapier connection Updated January 23, 2026 15:57 This guide is for ServiceNow administrators to prepare your organization’s environments so that users can connect to ServiceNow by OAuth to Zapier. Before you start, ensure OAuth setup is complete. 1. Create an application registry You must create an application registry for Zapier and provide the following Zapier credentials: Zapier’s redirect URL https://zapier.com/dashboard/auth/oauth/return/ServiceNowCLIAPI/ Zapier’s logo URL https://cdn.zappy.app/d63b44a595100fcd1571372934b3448e.jpg 2. (Optional) Retrieve Client credentials You can provide users with the following two credentials from your Zapier application registry: Client ID Client Secret Once you complete these steps, users in your ServiceNow organization will be able to connect ServiceNow to Zapier by OAuth.", "text": "ServiceNow administrator prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations ServiceNow ServiceNow administrator prerequisites for Zapier connection Updated January 23, 2026 15:57 This guide is for ServiceNow administrators to prepare your organization’s environments so that users can connect to ServiceNow by OAuth to Zapier. Before you start, ensure OAuth setup is complete. 1. Create an application registry You must create an application registry for Zapier and provide the following Zapier credentials: Zapier’s redirect URL https://zapier.com/dashboard/auth/oauth/return/ServiceNowCLIAPI/ Zapier’s logo URL https://cdn.zappy.app/d63b44a595100fcd1571372934b3448e.jpg 2. (Optional) Retrieve Client credentials You can provide users with the following two credentials from your Zapier application registry: Client ID Client Secret Once you complete these steps, users in your ServiceNow organization will be able to connect ServiceNow to Zapier by OAuth. ", "error": null, "slug": "servicenow", "help_title": "ServiceNow administrator prerequisites for Zapier connection"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974289834125-Summarize-text-with-Google-Vertex-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974289834125-Summarize-text-with-Google-Vertex-AI-on-Zapier", "title": "Summarize text with Google Vertex AI on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Summarize text with Google Vertex AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI Summarize text with Google Vertex AI on Zapier Updated March 04, 2026 04:43 With Google Vertex AI, you can use artificial intelligence to summarize text. Example You can summarize text such as: Meeting notes. Documents. Customer feedback. To set up a Summarize Text action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and select Google Vertex AI . Click the Event dropdown menu and select Summarize Text . Click Continue . 2. Connect to Google Vertex AI Click Sign in . A pop-up window will appear. Log into your Google Cloud account . Click Continue . 3. Set up Summarize Text Text: Add text or map fields from previous steps to summarize. Project ID: From the dropdown menu, select your project ID. Model Region: By default, us-central1 will be selected. Advanced Fields (optional) : To adjust your large language model (LLM) parameters, select True from the Advanced Fields dropdown menu. Your screen will refresh to show the advanced fields . Once you’ve set up your fields, click Continue . 4. Test the action Click Test action . The next screen will show if Zapier can perform the action step successfully. Once you’ve set up your Summarize Text action, you can continue setting up the rest of your Zap. ", "error": null, "slug": "google-vertex-ai", "help_title": "Summarize text with Google Vertex AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974172725901-Create-chatbots-with-Google-Vertex-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974172725901-Create-chatbots-with-Google-Vertex-AI-on-Zapier", "title": "Create chatbots with Google Vertex AI on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Create chatbots with Google Vertex AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI Create chatbots with Google Vertex AI on Zapier Updated May 29, 2026 18:12 With Google Vertex AI, you can use artificial intelligence to create chatbots. Send a chat to Google Vertex AI and generate a completion, with the option to store the message as you go. To set up a Conversation action: 1. Choose the app and event In the Zap editor, click the action step, or click the plus + icon to add an action to your Zap. Search and select Google Vertex AI . Click the Event dropdown menu. Select Conversation . Click Continue . 2. Connect to Google Vertex AI Click Sign in . A pop-up window will appear. Log into your Google Cloud account . Click Continue . 3. Set up Conversation Context: Context shapes responses in the conversation. For example, you can use this field to specify words the model can or cannot use, topics to focus on or avoid, or the response format or style. User Message: The most recent message the assistant (Google Vertex AI) responds to. Memory Key (optional): If provided, this value will allow the assistant to continue a conversation from previous messages. Use a value that won't change over the course of a conversation (like a user's email address). If blank, the assistant will not store this conversation. Project ID : From the dropdown menu, select your project ID. Model Region : By default, us-central1 will be selected. Advanced Fields (optional): To adjust your large language model (LLM) parameters, select True from the Advanced Fields dropdown menu. Your screen will refresh to show the advanced fields . Once you’ve set up your fields, click Continue . Note If you opt to store messages using the Memory Key field, it will be stored in Storage by Zapier . Storage by Zapier deletes inactive data after 2 months. Information stored by this action is not used for fine-tuning or model training. 4. Test the action Click Test action . The next screen will show if Zapier can perform the action step successfully. Once you’ve set up your Conversation action, you can continue setting up the rest of your Zap. ", "error": null, "slug": "google-vertex-ai", "help_title": "Create chatbots with Google Vertex AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974085815053-Advanced-fields-for-Google-Vertex-AI-actions-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974085815053-Advanced-fields-for-Google-Vertex-AI-actions-on-Zapier", "title": "Advanced fields for Google Vertex AI actions on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Advanced fields for Google Vertex AI actions on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI Advanced fields for Google Vertex AI actions on Zapier Updated May 29, 2026 18:12 When using Google Vertex AI actions in your Zap workflows, you can adjust the parameters of the large language model (LLM) to improve its results. You can adjust these parameters: Temperature Max Output Token topP topK Temperature Temperature allows you to increase the model’s randomness level. A lower number means it will be more deterministic, selecting the most probable answer, while a higher number results in a more unexpected, creative response. Controls the degree of randomness in your completion response. Lowering the temperature results in less random responses. Higher temperatures will result in more creative responses. You can set the temperature between 0.0-1.0 Max Output Tokens Max Output Tokens is how you define the maximum number of tokens to generate as a response. A token is approximately 4 characters, so 1000 tokens correspond to roughly 60-80 words. You can set the Max OutPut tokens between 1-1024. topP The topP field is how you specify the minimum probability that a token must have in order to be considered for the generated response. It works differently from temperature where instead of increasing or decreasing the randomness of text, it specifies a threshold for how likely a token must be in order to be considered for selection. A low topP will result in more diverse text, whereas a higher topP will result in more focused text. You can set the topP between 0.0-1.0. topK The topK field is how you specify the number of most probable tokens to consider when generating a response. For example, a topK of 10 means that the model will only consider the top 10 most probable tokens when generating a response. This can help reduce the amount of randomness in the generated text, whilst still allowing for some creativity. You can set the topK between 1-40. ", "error": null, "slug": "google-vertex-ai", "help_title": "Advanced fields for Google Vertex AI actions on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42693541216653-Databricks-administrator-prerequisites-for-Zapier-connection", "final_url": "https://help.zapier.com/hc/en-us/articles/42693541216653-Databricks-administrator-prerequisites-for-Zapier-connection", "title": "Databricks administrator prerequisites for Zapier connection", "auth_signals": ["oauth"], "prerequisites": "prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at Zap", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Databricks Databricks administrator prerequisites for Zapier connection Updated April 21, 2026 12:06 This guide is for Databricks administrators. In order for members of your organization to connect to Databricks, you must first create a partner OAuth application for Zapier within your Databricks instance. Prerequisites A Databricks account with account admin or workspace admin permissions. Access to the Databricks administration console. 1. Create a custom OAuth application in Databricks Integrating with the Databricks platform requires creating a custom OAuth2 application within your instance's general settings. Log in to your Databricks account. Follow the steps outlined in the Databricks official documentation to enable and configure OAuth. When prompted for application details, use the following: Application Name: Enter Zapier Databricks Integration . Redirect URL: https://zapier.com/dashboard/auth/oauth/return/App214503CLIAPI/ Scopes: Select all-apis and offline_access . Tip If your organization uses multiple Databricks workspaces, ensure the OAuth application is correctly scoped or configured for the specific workspaces your team needs to automate. 2. Share credentials with your team Once the OAuth process is completed in Databricks, the system will generate two pieces of information: Client ID Client Secret You must provide these credentials to the users in your organization. They will be required to enter these values when they attempt to connect their Databricks account to Zapier.", "text": "Databricks administrator prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Databricks Databricks administrator prerequisites for Zapier connection Updated April 21, 2026 12:06 This guide is for Databricks administrators. In order for members of your organization to connect to Databricks, you must first create a partner OAuth application for Zapier within your Databricks instance. Prerequisites A Databricks account with account admin or workspace admin permissions. Access to the Databricks administration console. 1. Create a custom OAuth application in Databricks Integrating with the Databricks platform requires creating a custom OAuth2 application within your instance's general settings. Log in to your Databricks account. Follow the steps outlined in the Databricks official documentation to enable and configure OAuth. When prompted for application details, use the following: Application Name: Enter Zapier Databricks Integration . Redirect URL: https://zapier.com/dashboard/auth/oauth/return/App214503CLIAPI/ Scopes: Select all-apis and offline_access . Tip If your organization uses multiple Databricks workspaces, ensure the OAuth application is correctly scoped or configured for the specific workspaces your team needs to automate. 2. Share credentials with your team Once the OAuth process is completed in Databricks, the system will generate two pieces of information: Client ID Client Secret You must provide these credentials to the users in your organization. They will be required to enter these values when they attempt to connect their Databricks account to Zapier. ", "error": null, "slug": "databricks", "help_title": "Databricks administrator prerequisites for Zapier connection"}
{"url": "https://help.zapier.com/hc/en-us/articles/38953405080461-How-to-get-started-with-DeepSeek-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38953405080461-How-to-get-started-with-DeepSeek-on-Zapier", "title": "How to get started with DeepSeek on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the DeepSeek app on Zapier, you must have: A DeepSeek platform account. Email registration using a supported email domain . A valid DeepSeek API key generated from your DeepSeek platform account. Account balance (either topped-up or granted balance) to pay for API usage, as DeepSeek operates on a pay-per-token model with no free tier.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence DeepSeek How to get started with DeepSeek on Zapier Updated August 20, 2025 12:55 DeepSeek and Zapier connect to automate AI tasks. You can create chat completions and make API requests to generate AI responses. Prerequisites To use the DeepSeek app on Zapier, you must have: A DeepSeek platform account. Email registration using a supported email domain . A valid DeepSeek API key generated from your DeepSeek platform account. Account balance (either topped-up or granted balance) to pay for API usage, as DeepSeek operates on a pay-per-token model with no free tier. Connect DeepSeek to Zapier To create an app connection to DeepSeek on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select DeepSeek . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your DeepSeek API key . Click Yes, Continue to DeepSeek . Your DeepSeek account is now successfully connected to Zapier. About DeepSeek's app", "text": "How to get started with DeepSeek on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence DeepSeek How to get started with DeepSeek on Zapier Updated August 20, 2025 12:55 DeepSeek and Zapier connect to automate AI tasks. You can create chat completions and make API requests to generate AI responses. Prerequisites To use the DeepSeek app on Zapier, you must have: A DeepSeek platform account. Email registration using a supported email domain . A valid DeepSeek API key generated from your DeepSeek platform account. Account balance (either topped-up or granted balance) to pay for API usage, as DeepSeek operates on a pay-per-token model with no free tier. Connect DeepSeek to Zapier To create an app connection to DeepSeek on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select DeepSeek . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your DeepSeek API key . Click Yes, Continue to DeepSeek . Your DeepSeek account is now successfully connected to Zapier. About DeepSeek's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Create Chat Completion - Creates a model response for the given chat conversation using DeepSeek AI. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate limits are adjusted dynamically according to real-time traffic pressure and each account's short-term historical usage, with no option to increase limits for individual accounts. API usage requires maintaining sufficient balance in your DeepSeek account, with 402 \"Insufficient Balance\" errors occurring when funds run out. Learn more about DeepSeek error codes . Templates View all of DeepSeek's templates . Additional DeepSeek resources Zapier's DeepSeek integration page DeepSeek's API documentation ", "error": null, "slug": "deepseek", "help_title": "How to get started with DeepSeek on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "title": "Fixing API endpoint URL errors in custom actions", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "Fixing API endpoint URL errors in custom actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions & API Requests actions Fixing API endpoint URL errors in custom actions Updated August 14, 2026 09:42 When testing a custom action , you get an error message which indicates the domain or API endpoint is incorrect for the API request. Causes This error occurs because the custom action’s API endpoint URL is incorrect. Apps such as Glean, Workday, Oracle Eloqua, Jira Software Cloud, and Egnyte require the API endpoint URL to include a unique identifier specific to your organization. Custom actions cannot generate this identifier because these URLs are dynamic. For example, Glean’s API requires the subdomain to be specified in the URL when making the API request. How to fix it In your app’s API documentation, find the format required for an API endpoint. Edit the code in your custom action. In the Custom Action Builder , in the left panel , click the Advanced tab. In the Code editor, find the API URL and adjust it according to the format the app expects. In the right panel, click Run test. Retesting the action should then allow your custom action to reach your domain with the expected endpoint URL. Glean Glean API requests for Glean require a subdomain . For example, if your Glean subdomain is mycompany-be , the API endpoint URL must contain the subdomain. https://mycompany-be.glean.com/rest/api/v1/getdocuments . For more information on Glean’s API, refer to their API documentation . Workday Workday API requests for Workday require the tenantHostname and tenant . For example, the tenantHouse is impl.wd12.myworkday.com and your tenant is mytenant . The API endpoint URL must contain the tenantHouse and tenant. https://impl-services1.wd12.myworkday.com/ccx/api/v1/mytenant The URL structure can also be represented more generally as: https:///api/// You can find this information in the address bar after logging into Workday. https://impl.wd12.myworkday.com/mytenant/d/home.htmld For more information on Workday’s API, refer to: REST Concepts REST Directory Oracle Eloqua Oracle Eloqua API requests for Oracle Eloqua require a base URL . For example, if your Oracle Eloqua base URL is https://secure.p03.eloqua.com , the API endpoint URL must contain the base URL. https://secure.p03.eloqua.com/API/Rest/2.0?page=5&count=30 For more information on Oracle’s Eloqua’s API, refer to Oracle Eloqua’s API documentation . Note The base URL is subject to change from time to time. If you notice that the Zap shows errors or the URL looks different when you log into your Oracle Eloqua account, you might need to update the API endpoint URL in your custom action. Jira Software Cloud Jira Software Cloud To make API requests for Jira Software Cloud, you must use the correct base URL and your unique cloud ID . 1. Find the Base URL The base URL is your Jira instance type, either a Standard Cloud or an Atlassian Government Cloud (AGC) account. Check below the appropriate URL for your instance type. 2. Retrieve the cloud ID cloudId is a unique identifier required for every Jira Software Cloud API endpoint. It must be retrieved dynamically via an API call and cannot be hardcoded. To retrieve your cloudId , make a GET request to the accessible-resources endpoint using the appropriate base URL for your account type. Example request to retrieve a Cloud ID: Standard cloud: GET https://api.atlassian.com/oauth/token/accessible-resources AGC: GET https://api.atlassian-us-gov-mod.com/oauth/token/accessible-resources 3. Build the final URL Once you have both the base URL and the cloudID, you can construct the full URL in your API call. Final URL format: [Base URL]/ex/jira/[cloudID]/[API endpoint] For more information on Jira’s API, refer to: Jira Cloud REST API Accessible Resources (cloud ID lookup) Egnyte Egnyte API requests for Egnyte require a domain . For example, if your Egnyte domain is mycompany , the API endpoint URL must contain the domain. https://mycompany.egnyte.com/pubapi/v1/fs/Shared For more information on Egnyte’s API, refer to their API documentation . ", "error": null, "slug": "glean", "help_title": "Fixing API endpoint URL errors in custom actions"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974002216461-How-to-get-started-with-Google-Vertex-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974002216461-How-to-get-started-with-Google-Vertex-AI-on-Zapier", "title": "How to get started with Google Vertex AI on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Google Vertex AI app on Zapier, you must have: A Google Cloud account with Vertex AI APIs enabled . A paid Google Vertex AI plan .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI How to get started with Google Vertex AI on Zapier Updated May 12, 2026 11:48 Google Vertex AI and Zapier connect to automate your machine learning workflows. You can send prompts, analyze sentiment, classify text, generate images, and more. Prerequisites To use the Google Vertex AI app on Zapier, you must have: A Google Cloud account with Vertex AI APIs enabled . A paid Google Vertex AI plan . Connect Google Vertex AI to Zapier To create an app connection to Google Vertex AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Vertex AI . Click Add connection . A new browser tab or window will open. Enter your Google Cloud Project ID (optional). Log into Google Vertex AI to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Vertex AI account is now successfully connected to Zapier. About Google Vertex AI's app", "text": "How to get started with Google Vertex AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI How to get started with Google Vertex AI on Zapier Updated May 12, 2026 11:48 Google Vertex AI and Zapier connect to automate your machine learning workflows. You can send prompts, analyze sentiment, classify text, generate images, and more. Prerequisites To use the Google Vertex AI app on Zapier, you must have: A Google Cloud account with Vertex AI APIs enabled . A paid Google Vertex AI plan . Connect Google Vertex AI to Zapier To create an app connection to Google Vertex AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Vertex AI . Click Add connection . A new browser tab or window will open. Enter your Google Cloud Project ID (optional). Log into Google Vertex AI to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Vertex AI account is now successfully connected to Zapier. About Google Vertex AI's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Send Prompt - Sends a prompt and generates a completion. Conversation - Sends a chat message, optionally storing messages as you go. Summarize Text - Summarizes text. Classify Text - Classify text from amongst a list of categories. Analyze Text Sentiment - Analyzes text for positive or negative sentiment. Write an Email - Writes email content based on your prompt. Generate Image - Generates an image from a prompt. Generate Code - Generates, explains, refactors, debugs, or converts code. Analyze Document - Analyzes a document using Gemini Vision. Translate Text - Translates text between languages. Generate Embeddings - Generates vector embeddings for semantic search and RAG. API Request (Beta) - Makes a raw HTTP request that includes this integration's authentication. Limitations Usage limits and quotas apply based on your Google Cloud configuration. Zapier's use and transfer to any other app of information received from Google API will adhere to the Google API Services User Data Policy , including the Limited Use requirement. Templates View all of Google Vertex AI's templates Use cases Analyze text sentiment with Google Vertex AI on Zapier Create chatbots with Google Vertex AI on Zapier Summarize text with Google Vertex AI on Zapier Classify text with Google Vertex AI on Zapier Send prompts with Google Vertex AI on Zapier Draft an email with Google Vertex AI on Zapier Additional Google Vertex AI resources Zapier's Google Vertex AI integration page Google Vertex AI documentation Advanced fields for Google Vertex AI actions ", "error": null, "slug": "google-vertex-ai", "help_title": "How to get started with Google Vertex AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/42444925987085-How-to-get-started-with-Bizzabo-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42444925987085-How-to-get-started-with-Bizzabo-on-Zapier", "title": "How to get started with Bizzabo on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Bizzabo app on Zapier, you must have: An active Bizzabo Event Experience OS subscription.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Bizzabo How to get started with Bizzabo on Zapier Updated January 06, 2026 15:24 Bizzabo and Zapier connect to automate event management. You can trigger actions when new registrants sign up and create contacts in CRMs or log data. Prerequisites To use the Bizzabo app on Zapier, you must have: An active Bizzabo Event Experience OS subscription. Connect Bizzabo to Zapier To create an app connection to Bizzabo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Bizzabo . Click Add connection . A new browser tab or window will open. Log into Bizzabo to authenticate. Grant Zapier permission to access your account if prompted to. Your Bizzabo account is now successfully connected to Zapier. About Bizzabo's app", "text": "How to get started with Bizzabo on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Bizzabo How to get started with Bizzabo on Zapier Updated January 06, 2026 15:24 Bizzabo and Zapier connect to automate event management. You can trigger actions when new registrants sign up and create contacts in CRMs or log data. Prerequisites To use the Bizzabo app on Zapier, you must have: An active Bizzabo Event Experience OS subscription. Connect Bizzabo to Zapier To create an app connection to Bizzabo on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Bizzabo . Click Add connection . A new browser tab or window will open. Log into Bizzabo to authenticate. Grant Zapier permission to access your account if prompted to. Your Bizzabo account is now successfully connected to Zapier. About Bizzabo's app Triggers, searches, and actions Triggers New Order (Instant) - Triggers when a new order is placed in an active event. Registration Transfer (Instant) - Triggers when registration is transferred to another attendee in an active event. Update Registrant (Instant) - Triggers when there is an update to registration details in an active event. New Registrant (Instant) - Triggers when there is a new registration to an active event. Update Order (Instant) - Triggers when there is an update to the order status in an active event. Searches No searches available. Actions No actions available. Limitations API rate limit of 50 requests per second. When exceeded, you will receive a 429 HTTP error code. Templates View all of Bizzabo's templates . Use cases New App: Create Meaningful Events with Bizzabo The 8 best event management and planning software Effective Networking: 6 Apps to Meet New People and Build Professional Connections Additional Bizzabo resources Zapier's Bizzabo integration page Bizzabo's Help Center Bizzabo's API documentation ", "error": null, "slug": "bizzabo", "help_title": "How to get started with Bizzabo on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860120242573-How-to-get-started-with-Salesloft-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860120242573-How-to-get-started-with-Salesloft-on-Zapier", "title": "How to get started with Salesloft on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the Salesloft app on Zapier, you must have: A paid Zapier account. Salesloft is a premium app on Zapier. An active Salesloft account with appropriate permissions to create API keys .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesloft How to get started with Salesloft on Zapier Updated April 10, 2026 17:04 Salesloft and Zapier connect to automate your sales work. You can trigger actions when new persons or accounts are created and create new contacts in other apps. Available on plans: Free Professional Team Enterprise Prerequisites To use the Salesloft app on Zapier, you must have: A paid Zapier account. Salesloft is a premium app on Zapier. An active Salesloft account with appropriate permissions to create API keys . Connect Salesloft to Zapier To create an app connection to Salesloft on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Salesloft . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Salesloft API key . Click Yes, Continue to Salesloft . Your Salesloft account is now successfully connected to Zapier. About Salesloft's app", "text": "How to get started with Salesloft on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Salesloft How to get started with Salesloft on Zapier Updated April 10, 2026 17:04 Salesloft and Zapier connect to automate your sales work. You can trigger actions when new persons or accounts are created and create new contacts in other apps. Available on plans: Free Professional Team Enterprise Prerequisites To use the Salesloft app on Zapier, you must have: A paid Zapier account. Salesloft is a premium app on Zapier. An active Salesloft account with appropriate permissions to create API keys . Connect Salesloft to Zapier To create an app connection to Salesloft on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Salesloft . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Salesloft API key . Click Yes, Continue to Salesloft . Your Salesloft account is now successfully connected to Zapier. About Salesloft's app Triggers, searches, and actions Triggers Account Created, Updated or Deleted (Instant) - Triggers when an event occurs for a Account. Supports created, updated and deleted Account events. Call Created or Updated (Instant) - Triggers when an event occurs for a Call. Supports created and updated Call events. Cadence Created, Updated or Deleted (Instant) - Triggers when an event occurs for a Cadence. Supports created, updated and deleted Cadence events. Meeting Created or Updated (Instant) - Triggers when an event occurs for a Meeting. Supports created and updated Meeting events. Note Created, Updated or Deleted (Instant) - Triggers when an event occurs for a Note. Supports created, updated and deleted Note events. Person Created, Updated or Deleted (Instant) - Triggers when an event occurs for a person. Supports created, updated and deleted person events. Step Created, Created/Updated or Deleted (Instant) - Triggers when an event occurs for a Step. Supports created, created or updated, and deleted Step events. Task Created, Completed or Deleted (Instant) - Triggers when an event occurs for a task. Supports created, completed and deleted task events. User Created or Updated (Instant) - Triggers when an event occurs for a user. Supports created and updated user events. Searches Find Person - Finds an existing person. Find User - Finds an existing user in your team. Find or Create Person - Finds or Creates A Person. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create Person - Creates a new person. Limitations Rate limits are enforced at 600 cost per minute on a team level, which can affect all integrations including Zapier. Templates View all of Salesloft's templates . Use cases 6 ways to automate Salesloft with Zapier How to automatically add data to Salesloft Additional Salesloft resources Zapier's Salesloft integration page Salesloft's Help Center Salesloft's API documentation ", "error": null, "slug": "salesloft", "help_title": "How to get started with Salesloft on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38777069364109-Connect-remote-MCP-servers-to-Zapier-using-MCP-Client", "final_url": "https://help.zapier.com/hc/en-us/articles/38777069364109-Connect-remote-MCP-servers-to-Zapier-using-MCP-Client", "title": "Connect remote MCP servers to Zapier using MCP Client", "auth_signals": ["oauth"], "prerequisites": "Prerequisites To", "connect_steps": "Connect remote MCP servers to Zapier using MCP Client &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Client Connect remote MCP servers to Zapier using MCP Client Updated August 10, 2026 10:41 The MCP Client integration enables you to connect to remote Model Context Protocol (MCP) servers from within Zapier. Each MCP server has various tools you can use as triggers or actions to build your workflows. Beta MCP Client is a beta feature. It’s available for use, but still in active development and may change. Prerequisites To connect to a remote MCP server using MCP Client: Check you have the necessary authentication credentials as stated in the MCP server documentation. Follow the server-specific connection instructions provided by each company. Instructions and requirements will vary. Note You should only connect to remote MCP servers you trust. Before connecting, review the server’s security policies and conditions of use. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your remote MCP server requires IP allowlisting. Connect to MCP Client To create an app connection to a remote MCP server on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MCP Client . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Server URL : Enter the server URL . Transport : Select which transport your client supports: Streamable HTTP SSE OAuth : Select if the remote MCP server requires OAuth connection or not. If you select “ Yes ” the Bearer Token field will be ignored. (Optional) Bearer Token : Enter the bearer token, if required for authentication. Click Yes, Continue to MCP Client . A new browser tab or window will open. Log into your desired remote MCP server to authenticate. Grant Zapier permission to access your account if prompted to. Your remote MCP server is now successfully connected to Zapier. If the account name does not include the server name, you should rename it now. This will help you identify it later if you add more servers. Troubleshoot connections to remote MCP servers App connection does not appear in the Zap editor After connecting to your remote MCP server, if it does not appear within the Zap editor, you may need ", "text": "Connect remote MCP servers to Zapier using MCP Client &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Client Connect remote MCP servers to Zapier using MCP Client Updated August 10, 2026 10:41 The MCP Client integration enables you to connect to remote Model Context Protocol (MCP) servers from within Zapier. Each MCP server has various tools you can use as triggers or actions to build your workflows. Beta MCP Client is a beta feature. It’s available for use, but still in active development and may change. Prerequisites To connect to a remote MCP server using MCP Client: Check you have the necessary authentication credentials as stated in the MCP server documentation. Follow the server-specific connection instructions provided by each company. Instructions and requirements will vary. Note You should only connect to remote MCP servers you trust. Before connecting, review the server’s security policies and conditions of use. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your remote MCP server requires IP allowlisting. Connect to MCP Client To create an app connection to a remote MCP server on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select MCP Client . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Server URL : Enter the server URL . Transport : Select which transport your client supports: Streamable HTTP SSE OAuth : Select if the remote MCP server requires OAuth connection or not. If you select “ Yes ” the Bearer Token field will be ignored. (Optional) Bearer Token : Enter the bearer token, if required for authentication. Click Yes, Continue to MCP Client . A new browser tab or window will open. Log into your desired remote MCP server to authenticate. Grant Zapier permission to access your account if prompted to. Your remote MCP server is now successfully connected to Zapier. If the account name does not include the server name, you should rename it now. This will help you identify it later if you add more servers. Troubleshoot connections to remote MCP servers App connection does not appear in the Zap editor After connecting to your remote MCP server, if it does not appear within the Zap editor, you may need to refresh the page. Immediate reconnection required If you connect to a remote MCP server but are immediately asked to reconnect, check the following: Permissions: Confirm you have the necessary permissions. Some servers require you to be on an allowed client list. Server connection requirements: Review your MCP server documentation and make sure the fields completed on the Connect an Account page are correct. For example, the server may only support SSE, and previously you selected Streamable HTTP . After ensuring the server's settings are correct, reconnect your account . Available triggers, searches, and actions Triggers Triggers New Tool - Triggered when a new tool is available. New Tool Result - Triggered when a read-only tool returns a new result. Searches Searches Run Read-Only Tool - Run a read-only tool, returning one or more results. Actions Actions Run Tool - Run a tool on an MCP server, returning one result. Response content types An MCP tool response includes an array of content types within the result object. A typical valid MCP tool response looks like this: { \"result\": { \"content\": [ { \"type\": \"text\", \"text\": \"Hello world\" } ] } } The MCP Client integration returns the complete response, because the required data will vary based on the server, tool, and specific use case. Often, the Text Content will be a JSON string, like: { \"result\": { \"content\": [ { \"type\": \"text\", \"text\": \"{\\\"temperature\\\":30}\" } ], \"structuredContent: { \"temperature\": 30 } } } The response also includes the JSON as structured content . Not all MCP servers provide this, but if the Parse Content field is enabled, the integration automatically attempts to parse the first text value as JSON and store it under structuredContent . Review the MCP documentation to learn about other content types a MCP server tool can use when responding. Error handling Unsuccessful MCP tool responses have the following structure: { \"result\": { \"content\": [ { \"type\": \"text\", \"text\": \"Some error message\" } ], \"isError\": true } } If the Handles errors field is enabled, the action will error and display the message extracted from the response. If disabled, the action will always be either Success (Zap workflows) or Completed (Agents). Limitations MCP Client only supports tool calls . MCP Client only supports connecting to remote MCP servers that use either Streamable HTTP and SSE for their transport methods . Connection to Zapier's MCP servers is not supported. ", "error": null, "slug": "mcp-client-by-zapier", "help_title": "Connect remote MCP servers to Zapier using MCP Client"}
{"url": "https://help.zapier.com/hc/en-us/articles/42130073639949-How-to-get-started-with-Databricks-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42130073639949-How-to-get-started-with-Databricks-on-Zapier", "title": "How to get started with Databricks on Zapier", "auth_signals": ["oauth", "api_key"], "prerequisites": "Prerequisites To use the Databricks app on Zapier, you must have: An active Databricks workspace account with access to a deployed workspace . A Databricks administrator must create and enable a partner OAuth application for Zapier in your Databricks account. For workspaces with token permission controls enabled: Databricks Premium plan or above is required to manage personal access token permissions . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Databricks How to get started with Databricks on Zapier Updated August 10, 2026 10:41 Databricks and Zapier connect to automate data workflows. You can trigger jobs, query SQL warehouses, and ask Genie AI questions to get insights. Prerequisites To use the Databricks app on Zapier, you must have: An active Databricks workspace account with access to a deployed workspace . A Databricks administrator must create and enable a partner OAuth application for Zapier in your Databricks account. For workspaces with token permission controls enabled: Databricks Premium plan or above is required to manage personal access token permissions . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Databricks instance requires IP allowlisting. Connect Databricks to Zapier To create an app connection to Databricks on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Databricks . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Client ID: Enter your Client ID provided by your Databricks administrator.. Client Secret: Enter your Client Secret provided by your Databricks administrator.. Workspace URL : Enter your Databricks workspace URL (e.g., https://dbc-a1b2345c-d6e7.cloud.databricks.com). Personal Access Token : Enter your Databricks personal access token . Click Yes, Continue to Databricks . Your Databricks account is now successfully connected to Zapier. About Databricks's app", "text": "How to get started with Databricks on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Databricks How to get started with Databricks on Zapier Updated August 10, 2026 10:41 Databricks and Zapier connect to automate data workflows. You can trigger jobs, query SQL warehouses, and ask Genie AI questions to get insights. Prerequisites To use the Databricks app on Zapier, you must have: An active Databricks workspace account with access to a deployed workspace . A Databricks administrator must create and enable a partner OAuth application for Zapier in your Databricks account. For workspaces with token permission controls enabled: Databricks Premium plan or above is required to manage personal access token permissions . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Databricks instance requires IP allowlisting. Connect Databricks to Zapier To create an app connection to Databricks on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Databricks . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Client ID: Enter your Client ID provided by your Databricks administrator.. Client Secret: Enter your Client Secret provided by your Databricks administrator.. Workspace URL : Enter your Databricks workspace URL (e.g., https://dbc-a1b2345c-d6e7.cloud.databricks.com). Personal Access Token : Enter your Databricks personal access token . Click Yes, Continue to Databricks . Your Databricks account is now successfully connected to Zapier. About Databricks's app Triggers, searches, and actions Triggers Trigger Job - Triggers a job to run. Searches Ask Genie Follow-Up Question - Ask a follow-up question in an existing Genie conversation, maintaining context from previous questions. List Genie Spaces - Get a list of available Genie spaces in your Databricks workspace. Query Serving Endpoint - Queries Databricks serving endpoint based on its name. Query Vector Search Index - Runs a query against Vector Search Index. Ask Genie a Question - Ask a natural language question to Databricks Genie and get AI-powered insights from your data. Get Genie Space Details - Get detailed information about a specific Genie space including its configuration and tables. (v2) Query Online Table - Query Online table. Query SQL Warehouse - Runs a query on a Databricks SQL Warehouse. Actions There are no actions available for this app. Limitations Databricks enforces rate limits per workspace to ensure stability. If these limits are exceeded, you may encounter throttling errors such as \"429 Too many requests\" or \"RESOURCE_EXHAUSTED\". Templates View all of Databricks's templates . Additional Databricks resources Zapier's Databricks integration page Databrick's Help Center Databricks's API documentation ", "error": null, "slug": "databricks", "help_title": "How to get started with Databricks on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/27161463892365-Salesloft-new-app-launched", "final_url": "https://help.zapier.com/hc/en-us/articles/27161463892365-Salesloft-new-app-launched", "title": "Salesloft: new app launched", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Salesloft: new app launched &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 Salesloft: new app launched Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Exciting news! Salesloft , a sales engagement platform, has launched on Zapier, giving you the power to automate your sales processes effortlessly. The new app includes: Triggers: Person Created, Updated or Deleted Cadence Created, Updated or Deleted Task Created, Completed or Deleted These triggers are instant , allowing your workflows to take action immediately. Search actions: Find Person Find or Create Person Find User Actions: Create Person API Request (Beta) Seamlessly connect Salesloft with your favorite apps and supercharge your sales efforts today! ", "error": null, "slug": "salesloft", "help_title": "Salesloft: new app launched"}
{"url": "https://help.zapier.com/hc/en-us/articles/18974040344973-Analyze-text-sentiment-with-Google-Vertex-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18974040344973-Analyze-text-sentiment-with-Google-Vertex-AI-on-Zapier", "title": "Analyze text sentiment with Google Vertex AI on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Analyze text sentiment with Google Vertex AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Google Vertex AI Analyze text sentiment with Google Vertex AI on Zapier Updated March 04, 2026 04:43 Google Vertex AI allows you to use artificial intelligence to analyze text sentiment. You can use it to identify positive, neutral, or negative sentiments. Example You can use this action to analyze: Customer feedback Social media posts To set up an Analyze Text Sentiment action: 1. Choose the app and event In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. Search and select Google Vertex AI . Click the Action event dropdown menu and select Analyze Text Sentiment . Click Continue . 2. Connect to Google Vertex AI Click Sign in . A pop-up window will appear. Log into your Google Cloud account . Click Continue . 3. Set up Analyze Text Sentiment Text: Add text or map fields from previous steps you want to analyze sentiment for. Project ID: From the dropdown menu, select your project ID. Model Region: By default, us-central1 will be selected. Advanced Fields (optional) : To adjust your large language model (LLM) parameters, select True from the Advanced Fields dropdown menu. Your screen will refresh to show the advanced fields . Once you’ve set up your fields, click Continue . 4. Test the action Click Test action . The next screen will show if Zapier can perform the action step successfully. Once you’ve set up your Analyze Text Sentiment action, you can continue setting up the rest of your Zap. ", "error": null, "slug": "google-vertex-ai", "help_title": "Analyze text sentiment with Google Vertex AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/35589291090061-How-to-get-started-with-Glean-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/35589291090061-How-to-get-started-with-Glean-on-Zapier", "title": "How to get started with Glean on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites A paid Zapier account. Glean is a premium app on Zapier. A paid Glean account. If your organization uses Microsoft Entra ID, Google, or Okta for connection, an administrator must complete a one-time setup before you can", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Glean How to get started with Glean on Zapier Updated May 01, 2026 11:48 Glean is an AI-powered search engine that gives enterprise users the ability to search across organization-wide resources. Available on plans: Free Professional Team Enterprise Glean connection options The Glean app supports four methods for connecting to Zapier: Client API token: Supported by all Glean instances. Microsoft Entra ID (formerly Azure AD): For organizations that connect to Glean using Microsoft accounts (Azure Active Directory). Google Workspace (formerly G Suite): For organizations that connect to Glean using Google accounts. Okta: For organizations that connect to Glean using Okta accounts. Prerequisites A paid Zapier account. Glean is a premium app on Zapier. A paid Glean account. If your organization uses Microsoft Entra ID, Google, or Okta for connection, an administrator must complete a one-time setup before you can connect to Glean. If connecting using a Client API token, a Glean administrator must create the API token for you. The token must be a user-scoped token (not a global-scoped token) and include the minimum scopes SEARCH and COLLECTIONS . Depending on the actions you're using, you may need additional scopes . Work with your administrator to determine if additional scopes are necessary. To use the Delete Document or Index Document actions, you will need an Indexing API Token during the connection setup in Zapier. Contact your Glean Super Admin to have a token generated for you. Connect Glean to Zapier Find your Glean subdomain For any connection option, you will need to provide your Glean Subdomain. To find it: As a user As an admin Log in to your Glean account at https://app.glean.com . Log out of your Glean account. Log back in to your Glean account. The subdomain will appear in your browser's address bar . For example, if the address is app.glean.com/?qe=https%3A%2F%2Fmydomain-be.glean.com , then your subdomain is mydomain-be . Log in to your Glean account at https://app.glean.com . Navigate to Admin > Settings > About Glean . The Server instance (QE) field contains your subdomain . Connect to Glean Client API Token Microsoft Entra ID Google Okta Client API Token To create an app connection to Glean on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Glean . Click Add", "text": "How to get started with Glean on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Glean How to get started with Glean on Zapier Updated May 01, 2026 11:48 Glean is an AI-powered search engine that gives enterprise users the ability to search across organization-wide resources. Available on plans: Free Professional Team Enterprise Glean connection options The Glean app supports four methods for connecting to Zapier: Client API token: Supported by all Glean instances. Microsoft Entra ID (formerly Azure AD): For organizations that connect to Glean using Microsoft accounts (Azure Active Directory). Google Workspace (formerly G Suite): For organizations that connect to Glean using Google accounts. Okta: For organizations that connect to Glean using Okta accounts. Prerequisites A paid Zapier account. Glean is a premium app on Zapier. A paid Glean account. If your organization uses Microsoft Entra ID, Google, or Okta for connection, an administrator must complete a one-time setup before you can connect to Glean. If connecting using a Client API token, a Glean administrator must create the API token for you. The token must be a user-scoped token (not a global-scoped token) and include the minimum scopes SEARCH and COLLECTIONS . Depending on the actions you're using, you may need additional scopes . Work with your administrator to determine if additional scopes are necessary. To use the Delete Document or Index Document actions, you will need an Indexing API Token during the connection setup in Zapier. Contact your Glean Super Admin to have a token generated for you. Connect Glean to Zapier Find your Glean subdomain For any connection option, you will need to provide your Glean Subdomain. To find it: As a user As an admin Log in to your Glean account at https://app.glean.com . Log out of your Glean account. Log back in to your Glean account. The subdomain will appear in your browser's address bar . For example, if the address is app.glean.com/?qe=https%3A%2F%2Fmydomain-be.glean.com , then your subdomain is mydomain-be . Log in to your Glean account at https://app.glean.com . Navigate to Admin > Settings > About Glean . The Server instance (QE) field contains your subdomain . Connect to Glean Client API Token Microsoft Entra ID Google Okta Client API Token To create an app connection to Glean on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Glean . Click Add connection . A new tab or window will open. In the Connect an Account page, complete the following fields: - Glean subdomain: Enter your organization's Glean subdomain (for example, if your URL is mycompany.glean.com , enter mycompany ). - Client API token: The token must be created by a Glean administrator . The Client API token must be user-scoped and include the scopes SEARCH and COLLECTIONS. - (Optional) Indexing API Token: Required only for the Delete Document or Index Document actions. Ask your Glean Super Admin to generate this token . Click Yes, Continue to Glean . Your Glean account is now successfully connected to Zapier. Microsoft Entra ID Before you can connect to Glean, your administrator must set up your Microsoft Entra ID environment . To create an app connection to Glean on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Glean . Click Add connection . A new tab or window will open. In the Connect an Account page, complete the following fields: - Glean subdomain: Enter your organization's Glean subdomain (for example, if your URL is mycompany-be.glean.com , enter mycompany-be ). - Client credentials: Ask your Microsoft Entra ID administrator to provide the values needed for these fields: Application (client) ID: Enter your Client ID . Directory (tenant) ID: Enter your Tenant ID . Client secret value: Enter your Client secret key . - (Optional) Indexing API Token: Required only for the Delete Document or Index Document actions. Ask your Glean Super Admin to generate this token . Click Yes, Continue to Glean . Log into Glean to authenticate. Grant Zapier permission to access your account if prompted to. Your Glean account is now successfully connected to Zapier. Note If some of your Glean actions are not working as expected, your Microsoft account likely requires updated permissions. Contact your Glean administrator and ask them to update your user role permissions . Specify the exact actions you need to use, so they can grant the correct access. After the update, reconnect your Glean account to Zapier. Google Before you can connect to Glean, your administrator must set up your Google Workspace environment . To create an app connection to Glean on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Glean . Click Add connection . A new tab or window will open. In the Connect an Account page, complete the following fields: - Glean subdomain: Enter your organization's Glean subdomain (for example, if your URL is mycompany.glean.com , enter mycompany ). - Client ID: Ask your Google administrator to provide you with the Client ID . - Client Secret: Ask your Google administrator to provide you with the Client secret . - (Optional) Indexing API Token: Required only for the Delete Document or Index Document actions. Ask your Glean Super Admin to generate this token . Click Yes, Continue to Glean . Log into Glean to authenticate. Grant Zapier permission to access your account if prompted to. Your Glean account is now successfully connected to Zapier. Okta Before you can connect to Glean, your administrator must set up your Okta environment . To create an app connection to Glean on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Glean . Click Add connection . A new tab or window will open. In the Connect an Account page, complete the following fields: - Glean subdomain: Enter your organization's Glean subdomain (for example, if your URL is mycompany-be.glean.com , enter mycompany-be ). - Client credentials: Ask your Okta administrator to provide the values needed for these fields: - Okta domain: Enter your Okta organization URL (for example, mycompany.okta.com ). - Client ID: Enter your Okta application's Client ID . - Client secret: Enter your Okta application's Client secret . - (Optional) Indexing API Token: Required only for the Delete Document or Index Document actions. Ask your Glean Super Admin to generate this token . Click Yes, Continue to Glean . Log into Glean to authenticate. Grant Zapier permission to access your account if prompted to. Your Glean account is now successfully connected to Zapier. About Glean's app Triggers, searches, and actions Triggers New Search Result (Polling) - Monitor new document and snippet results from Glean for a given query. Searches Find Document - Finds a document in Glean by ID. Search - Retrieve document and snippet results from Glean for a given query. Get Documents and Events Feed - Retrieves the personalized feed of documents and events from Glean, including suggestions, recents, calendar events and more. Actions Delete Document from Index - Deletes a document from the Glean search index. Report Client Activity - Report events that happen to results within a Glean client UI, such as search result views and clicks. This signal improves search quality on Glean. Summarize Document - Gives a summary of a given document in Glean. Chat Message/Conversation - Send a chat message to Glean, optionally storing messages for continuous conversation. Index Documents - Indexes or updates multiple documents in Glean. Uses incremental indexing, so these docs will be added or updated in the index. Report Document Activity - Report user activity that occurs on indexed documents such as viewing or editing. This signal improves search quality in Glean. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Templates View all of Glean's templates . Use cases 5 ways to automate Glean Additional Glean resources Zapier's Glean integration page . Glean's Help Center Glean's API documentation ", "error": null, "slug": "glean", "help_title": "How to get started with Glean on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/22963289383053-How-to-get-started-with-Deepgram-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/22963289383053-How-to-get-started-with-Deepgram-on-Zapier", "title": "How to get started with Deepgram on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "How to get started with Deepgram on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Deepgram How to get started with Deepgram on Zapier Updated January 29, 2024 10:15 Connect to Deepgram on Zapier Deepgram uses API keys to authenticate your account on Zapier. Required authentication fields API Key Additional authentication instructions Log into your Deepgram account at deepgram.com. Click API Keys in the left side navigation bar. Click Create a New API Key . Enter a name for your API key and set permissions for the key. Click Create Key . Copy the secret key . Learn more in creating a Deepgram API Key . About Deepgram's app Are self-hosted or cloud-hosted accounts supported? Both self- and cloud-hosted accounts Deepgram offers: Pay As You Go (cloud-hosted) Growth (cloud-hosted) Enterprise (cloud-hosted or self-hosted) accounts. Learn more about Deepgram's supported accounts . Is a paid Deepgram plan required? No View Deepgram's plans . Are any special account permissions required? No Making an API request that you do not have sufficient permissions for, will return 401 Unauthorized with this error. { \"err_code\":\"INSUFFICIENT_PERMISSIONS\", \"err_msg\":\"User does not have sufficient permissions.\", \"request_id\":\"uuid\" } Learn more about Deepgram's account permissions . Are there usage limits? Yes 100 concurrent API requests for Pay as You Go and Growth cloud-supported customers. If you exceed this limit, you'll see this error message: { \"err_code\": \"TOO_MANY_REQUESTS\", \"err_msg\": \"Too many requests. Please try again later\", \"request_id\": \"uuid\" } Learn more about Deepgram's usage limits . Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? No ", "error": null, "slug": "deepgram", "help_title": "How to get started with Deepgram on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38950987756173-How-to-get-started-with-Mistral-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38950987756173-How-to-get-started-with-Mistral-AI-on-Zapier", "title": "How to get started with Mistral AI on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Mistral AI app on Zapier, you must have: An active Mistral AI account. A Mistral AI Experiment or Scale plan to create an API key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Mistral AI How to get started with Mistral AI on Zapier Updated August 21, 2025 09:31 Mistral AI and Zapier connect to automate AI workflows. You can trigger actions from other apps and create chat completions using AI models. Prerequisites To use the Mistral AI app on Zapier, you must have: An active Mistral AI account. A Mistral AI Experiment or Scale plan to create an API key . Connect Mistral AI to Zapier To create an app connection to Mistral AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mistral AI . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Mistral AI API key . Click Yes, Continue to Mistral AI . Your Mistral AI account is now successfully connected to Zapier. About Mistral AI's app", "text": "How to get started with Mistral AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Mistral AI How to get started with Mistral AI on Zapier Updated August 21, 2025 09:31 Mistral AI and Zapier connect to automate AI workflows. You can trigger actions from other apps and create chat completions using AI models. Prerequisites To use the Mistral AI app on Zapier, you must have: An active Mistral AI account. A Mistral AI Experiment or Scale plan to create an API key . Connect Mistral AI to Zapier To create an app connection to Mistral AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Mistral AI . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Mistral AI API key . Click Yes, Continue to Mistral AI . Your Mistral AI account is now successfully connected to Zapier. About Mistral AI's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Create Chat Completion - Generate a chat completion using Mistral AI models API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Limitations Rate limits apply based on usage tiers. Mistral AI implements rate limits including requests per second (RPS) and tokens per minute/month, with restrictive limits on the free tier designed for exploration rather than production use. Different models have varying maximum token limits (ranging from 8k to 256k tokens), and the token count of prompts plus max_tokens cannot exceed the model's context length. Users must comply with Mistral AI's Usage Policy and cannot use the service for illegal content, harmful activities, or to violate third-party rights. Templates View all of Mistral AI's templates . Additional Mistral AI resources Zapier's Mistral AI integration page Mistral AI's Help Center Mistral AI's API documentation ", "error": null, "slug": "mistral-ai", "help_title": "How to get started with Mistral AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496078112525-How-to-Get-Started-with-Real-Phone-Validation-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496078112525-How-to-Get-Started-with-Real-Phone-Validation-on-Zapier", "title": "How to Get Started with Real Phone Validation on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Real Phone Validation How to Get Started with Real Phone Validation on Zapier Updated February 06, 2024 09:30 About Real Phone Validation's Integration What kind of authentication does Real Phone Validation use? Real Phone Validation uses API Keys. Do I need a paid Real Phone Validation account to use Real Phone Validation with Zapier? Yes. There is a free trial for 100 validations for qualifying businesses. You can request a quote for volume purchases and/or commitment pricing at https://realphonevalidation.com/quote/ You can see the no commitment, pay-as-you-go pricing for the common services listed in a popup when signing into your my.realvalidation.com account on the \"validation\" page. After your free trial, you can see what your current prices are (per validation) on that same validation page by looking at the validation options in the drop downs for manual or batch submission of chosen service. Do I need special account permissions in Real Phone Validation to use Real Phone Validation with Zapier? No, there aren't any specific Real Phone Validation account permissions to connect Real Phone Validation to Zapier. Are there any API token limits in Real Phone Validation when I use Real Phone Validation with Zapier? No, there are no token limits when", "text": "How to Get Started with Real Phone Validation on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Real Phone Validation How to Get Started with Real Phone Validation on Zapier Updated February 06, 2024 09:30 About Real Phone Validation's Integration What kind of authentication does Real Phone Validation use? Real Phone Validation uses API Keys. Do I need a paid Real Phone Validation account to use Real Phone Validation with Zapier? Yes. There is a free trial for 100 validations for qualifying businesses. You can request a quote for volume purchases and/or commitment pricing at https://realphonevalidation.com/quote/ You can see the no commitment, pay-as-you-go pricing for the common services listed in a popup when signing into your my.realvalidation.com account on the \"validation\" page. After your free trial, you can see what your current prices are (per validation) on that same validation page by looking at the validation options in the drop downs for manual or batch submission of chosen service. Do I need special account permissions in Real Phone Validation to use Real Phone Validation with Zapier? No, there aren't any specific Real Phone Validation account permissions to connect Real Phone Validation to Zapier. Are there any API token limits in Real Phone Validation when I use Real Phone Validation with Zapier? No, there are no token limits when using Real Phone Validation with Zapier. Are there any webhook subscription limits in Real Phone Validation when I use Real Phone Validation with Zapier? Real Phone Validation doesn't have any webhook subscription limits when you use Real Phone Validation with Zapier. Are custom fields in Real Phone Validation supported when I use Real Phone Validation with Zapier? No, Real Phone Validation does not support custom fields. Does Real Phone Validation use real trigger samples from my Real Phone Validation account? No, Real Phone Validation does not provide real trigger samples from your Real Phone Validation account. Only generic samples are provided. What kind of Real Phone Validation hosted account can I use with Zapier? Real Phone Validation's Zapier integration supports cloud-hosted accounts only. Connecting with Real Phone Validation When you create a Real Phone Validation Zap, you'll be asked to enter your Real Phone Validation API key. To locate your API Key in your Real Phone Validation account, please follow these steps: Login to your account at https://my.realvalidation.com and go to the \"Validation\" page, either by the buttons at the top of the page or the list on the left side of the page. On the left side there should be a string of characters under the \"Authorization Token\". That would be your API token. Paste your key back into your Zapier account and then “Continue.” If all steps were successful, your Real Phone Validation account will be connected. ", "error": null, "slug": "real-phone-validation-da92196", "help_title": "How to Get Started with Real Phone Validation on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933169093773-How-to-get-started-with-Clerk-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933169093773-How-to-get-started-with-Clerk-on-Zapier", "title": "How to get started with Clerk on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Clerk app on Zapier, you must have: A Clerk application for your project. A Secret Key from the Clerk Dashboard ( sk_test_ for development or sk_live_ for production). Find your Clerk Secret Key In the Clerk Dashboard , open API keys and copy your Secret Key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Clerk How to get started with Clerk on Zapier April 08, 2026 15:51 Clerk and Zapier connect to automate user and organization workflows. You can trigger when users or organizations are created, create or update records, and look up users or organizations by ID. Prerequisites To use the Clerk app on Zapier, you must have: A Clerk application for your project. A Secret Key from the Clerk Dashboard ( sk_test_ for development or sk_live_ for production). Find your Clerk Secret Key In the Clerk Dashboard , open API keys and copy your Secret Key . Connect Clerk to Zapier To create an app connection to Clerk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Clerk . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Secret Key field, enter your Clerk Secret Key . Click Yes, Continue to Clerk . Your Clerk account is now successfully connected to Zapier. About Clerk's app", "text": "How to get started with Clerk on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Clerk How to get started with Clerk on Zapier April 08, 2026 15:51 Clerk and Zapier connect to automate user and organization workflows. You can trigger when users or organizations are created, create or update records, and look up users or organizations by ID. Prerequisites To use the Clerk app on Zapier, you must have: A Clerk application for your project. A Secret Key from the Clerk Dashboard ( sk_test_ for development or sk_live_ for production). Find your Clerk Secret Key In the Clerk Dashboard , open API keys and copy your Secret Key . Connect Clerk to Zapier To create an app connection to Clerk on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Clerk . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Secret Key field, enter your Clerk Secret Key . Click Yes, Continue to Clerk . Your Clerk account is now successfully connected to Zapier. About Clerk's app Triggers, searches, and actions Triggers New User (Polling) - Triggers when a new user is created in Clerk. New Organization (Polling) - Triggers when a new organization is created in Clerk. Searches Find User - Finds a user by ID in Clerk. Find Organization - Finds an organization by ID or slug in Clerk. Actions Create User - Creates a new user in Clerk. Create Organization - Creates a new organization in Clerk. Update User - Updates an existing user in Clerk. Delete User - Deletes a user from Clerk. Update Organization - Updates an existing organization in Clerk. Delete Organization - Deletes an organization from Clerk. Limitations Clerk Backend API usage is subject to your Clerk plan and Clerk’s rate limits and quotas. Templates View all of Clerk's templates Additional Clerk resources Zapier's Clerk integration page Clerk Backend API reference Clerk documentation ", "error": null, "slug": "clerk", "help_title": "How to get started with Clerk on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40885501187085-Glean-administrator-prerequisites-for-Zapier-connection", "final_url": "https://help.zapier.com/hc/en-us/articles/40885501187085-Glean-administrator-prerequisites-for-Zapier-connection", "title": "Glean administrator prerequisites for Zapier connection", "auth_signals": ["oauth", "api_key"], "prerequisites": "prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at Zap", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Glean Glean administrator prerequisites for Zapier connection Updated May 01, 2026 11:48 This guide is for Glean administrators who use Microsoft Entra ID (formerly Azure AD), Google Workspace, or Okta to connect to Glean. This one-time setup is required before your users can connect Glean to Zapier via their Microsoft, Google, or Okta accounts. Microsoft Entra ID SSO Google SSO Okta SSO Microsoft Entra ID SSO Before you start, ensure Glean’s SSO configuration for Entra ID is complete. 1. Configure Zapier redirect URI Log in to your Azure portal . Go to App Registrations, and find the ‘Glean SSO’ app. In the left sidebar, click Manage and select Authentication . Click Add URI . A new text field will appear. Paste the following URL in the field: https://zapier.com/dashboard/auth/oauth/return/App222189CLIAPI/ Click Save . 2. Retrieve Client credentials You must provide users with the following three credentials from your Glean SSO app, which you can find in the Entra ID portal: Client ID (also called Application ID) Tenant ID (also called Directory ID) Client Secret key. To find this information: Find the Microsoft Entra client and client secret key. Find your Microsoft Entra tenant ID . Once you complete these steps, users in your Glean organization will be able to connect Glean to Zapier. Updating teammates permissions Depending on what Glean actions users want to use in Zapier, you may need to update a user’s role to include additional permissions . The required permissions depend on what Glean actions the user is attempting to perform in their Zapier workflows. Google SSO Before you start, ensure Glean’s SSO configuration for Google is complete. 1. Configure Zapier redirect URI Log in to your Google Cloud Project console . At the top of the page, click the project dropdown menu . Select your Glean project . In the left navigation panel, click APIs & Services. From the left sidebar of the APIs & Services dashboard, click Credentials . Under the OAuth 2.0 Client IDs section, click the entry for your Glean configuration. (e.g., Glean … SSO). In the A uthorized redirect URIs section, click + Add URI . Paste the following URL into the new field. This will be your Zapier redirect URI: https://zapier.com/dashboard/auth/oauth/return/App222189CLIAPI/ Click Save . 2. Retrieve Client credentials You must provide your users with two cred", "text": "Glean administrator prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Glean Glean administrator prerequisites for Zapier connection Updated May 01, 2026 11:48 This guide is for Glean administrators who use Microsoft Entra ID (formerly Azure AD), Google Workspace, or Okta to connect to Glean. This one-time setup is required before your users can connect Glean to Zapier via their Microsoft, Google, or Okta accounts. Microsoft Entra ID SSO Google SSO Okta SSO Microsoft Entra ID SSO Before you start, ensure Glean’s SSO configuration for Entra ID is complete. 1. Configure Zapier redirect URI Log in to your Azure portal . Go to App Registrations, and find the ‘Glean SSO’ app. In the left sidebar, click Manage and select Authentication . Click Add URI . A new text field will appear. Paste the following URL in the field: https://zapier.com/dashboard/auth/oauth/return/App222189CLIAPI/ Click Save . 2. Retrieve Client credentials You must provide users with the following three credentials from your Glean SSO app, which you can find in the Entra ID portal: Client ID (also called Application ID) Tenant ID (also called Directory ID) Client Secret key. To find this information: Find the Microsoft Entra client and client secret key. Find your Microsoft Entra tenant ID . Once you complete these steps, users in your Glean organization will be able to connect Glean to Zapier. Updating teammates permissions Depending on what Glean actions users want to use in Zapier, you may need to update a user’s role to include additional permissions . The required permissions depend on what Glean actions the user is attempting to perform in their Zapier workflows. Google SSO Before you start, ensure Glean’s SSO configuration for Google is complete. 1. Configure Zapier redirect URI Log in to your Google Cloud Project console . At the top of the page, click the project dropdown menu . Select your Glean project . In the left navigation panel, click APIs & Services. From the left sidebar of the APIs & Services dashboard, click Credentials . Under the OAuth 2.0 Client IDs section, click the entry for your Glean configuration. (e.g., Glean … SSO). In the A uthorized redirect URIs section, click + Add URI . Paste the following URL into the new field. This will be your Zapier redirect URI: https://zapier.com/dashboard/auth/oauth/return/App222189CLIAPI/ Click Save . 2. Retrieve Client credentials You must provide your users with two credentials from your Glean SSO app: Client ID Client Secret To find this information in your Google Cloud Project: In the Additional Information section, copy the Client ID . In the Client secrets section, copy the Client secret . If you cannot view the secret, create a new client secret . Once you complete these steps, users in your Glean organization will be able to connect Glean to Zapier. Okta SSO Before you start, ensure Glean's SSO configuration for Okta is already complete. Note Your organization may already have an Okta SAML configuration for Glean , which allows users to log into the Glean UI via Okta. To connect to Zapier, a separate OIDC Web Application must be configured by an Okta admin. 1. Create an OIDC application in Okta Log in to your Okta Admin Console . In the left sidebar, go to Applications . Click Create App Integration . For Sign-in method , select OIDC - OpenID Connect . For Application type , select Web Application . Click Next . Give the application a name (for example, Glean Zapier ). Under Sign-in redirect URIs , add all of the following (replace YOUR_GLEAN_DOMAIN with your Glean subdomain, for example, mycompany-be ): https://YOUR_GLEAN_DOMAIN-be.glean.com/authorization-code/callback?isExtension=1 https://YOUR_GLEAN_DOMAIN-be.glean.com/authorization-code/callback https://zapier.com/dashboard/auth/oauth/return/App222189CLIAPI/ Click Save . 2. Enable refresh token Zapier requires a refresh token to maintain the connection without requiring users to re-authenticate frequently. In the newly created application, go to the General tab. Under General Settings , click Edit . Under Grant type , ensure Refresh Token is checked. Click Save . 3. Configure authorization server scopes and claims The required scopes must be available on your Okta API authorization server. In the Okta Admin Console, go to Security > API and select your authorization server (typically default ). Click the Scopes tab and confirm the following scopes exist: openid , profile , email , offline_access . If any are missing, click Add Scope to create them. Click the Claims tab, then click Add Claim . Name: Enter primary_email . Include in token type: Select Access Token , Always . Value type: Select Expression . Value: Enter user.email . Include in: Select Any scope . Click Create . Click the Access Policies tab and confirm the policy is assigned to clients: All Clients (or specifically assigned to the Okta app you created in step 1). If a rule exists, ensure Authorization Code is enabled as a grant type under that rule. 4. Assign users or groups In your Okta OIDC application, go to the Assignments tab. Assign the application to the users or groups in your organization who will be connecting Glean to Zapier. 5. Verify Okta OAuth settings in Glean Most of these settings are likely configured in your Glean instance. Verify all settings below are configured before users can connect to Zapier. In Glean, go to Admin Console > Platform > API access > Client API tokens . Click Manage Settings . Toggle on Allow OAuth token-based access . Set SSO provider to Okta . In the Issuer subdomain field, enter your full Okta org URL (for example, https://yourcompany.okta.com ). In the Allowed Client IDs field, enter the Client ID of the Okta app you created in step 1. Click Save . Note It may take up to 30 minutes for changes to take effect. 6. Retrieve client credentials Provide users with the following three credentials from the OIDC application you created: Okta domain: Your Okta organization URL (for example, yourcompany.okta.com ). Found in the top-right corner of your Okta Admin Console. Client ID: Found on the General tab of your OIDC application. Client secret: Found on the General tab under Client Secrets . If none exists, click Generate new secret and copy the value immediately — it will not be shown again. Once you complete these steps, users in your Glean organization will be able to connect Glean to Zapier. Updating teammates permissions Depending on what Glean actions users want to use in Zapier, you may need to update a user's role to include additional permissions . The required permissions depend on what Glean actions the user is attempting to perform in their Zapier workflows. ", "error": null, "slug": "glean", "help_title": "Glean administrator prerequisites for Zapier connection"}
{"url": "https://help.zapier.com/hc/en-us/articles/42445108113421-How-to-get-started-with-Appbot-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42445108113421-How-to-get-started-with-Appbot-on-Zapier", "title": "How to get started with Appbot on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Appbot app on Zapier, you must have: An active Appbot account. At least one app being tracked in your Appbot account (iOS, Google Play, or Windows app store).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Appbot How to get started with Appbot on Zapier Updated January 06, 2026 15:49 Appbot and Zapier connect to automate review monitoring. You can trigger actions when new app reviews arrive and create comments in custom sources. Prerequisites To use the Appbot app on Zapier, you must have: An active Appbot account. At least one app being tracked in your Appbot account (iOS, Google Play, or Windows app store). Connect Appbot to Zapier To create an app connection to Appbot on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Appbot . Click Add connection . A new browser tab or window will open. Log into Appbot to authenticate. Grant Zapier permission to access your account if prompted to. Your Appbot account is now successfully connected to Zapier. About Appbot's app", "text": "How to get started with Appbot on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Appbot How to get started with Appbot on Zapier Updated January 06, 2026 15:49 Appbot and Zapier connect to automate review monitoring. You can trigger actions when new app reviews arrive and create comments in custom sources. Prerequisites To use the Appbot app on Zapier, you must have: An active Appbot account. At least one app being tracked in your Appbot account (iOS, Google Play, or Windows app store). Connect Appbot to Zapier To create an app connection to Appbot on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Appbot . Click Add connection . A new browser tab or window will open. Log into Appbot to authenticate. Grant Zapier permission to access your account if prompted to. Your Appbot account is now successfully connected to Zapier. About Appbot's app Triggers, searches, and actions Triggers New Review (Instant) - Triggers when your app receives a new review. Searches No search actions available for this app. Actions Create Comment - Creates a new comment in your custom source. Limitations API requests are limited to 250,000 requests per month with a maximum burst of 20 requests per minute. Rate limiting is applied per team rather than per individual user, which may affect multiple team members using the same API credentials. Templates View all of Appbot's templates . Use cases 5 ways to get more—and respond faster to—customer reviews Automate and Analyze App Review Data with Appbot New for Our Facebook Pages Integration: Watch for New Recommendations Additional Appbot resources Zapier's Appbot integration page Appbot's Help Center Appbot's API documentation ", "error": null, "slug": "appbot", "help_title": "How to get started with Appbot on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/20400888401805-How-to-get-started-with-Microsoft-Clarity-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/20400888401805-How-to-get-started-with-Microsoft-Clarity-on-Zapier", "title": "How to get started with Microsoft Clarity on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft Clarity app on Zapier, you must have: A Microsoft Clarity account (free). Admin access to your Clarity project.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Microsoft Clarity How to get started with Microsoft Clarity on Zapier Updated May 12, 2026 11:48 Microsoft Clarity and Zapier connect to automate your website analytics workflows. You can receive updates on user behavior insights and heatmap data. Prerequisites To use the Microsoft Clarity app on Zapier, you must have: A Microsoft Clarity account (free). Admin access to your Clarity project. Connect Microsoft Clarity to Zapier To create an app connection to Microsoft Clarity on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Clarity . Click Add connection . A new browser tab or window will open. Log into Microsoft and grant Zapier permission to access your Clarity account. Your Microsoft Clarity account is now successfully connected to Zapier. About Microsoft Clarity's app Triggers, searches, and actions Triggers Change in Dashboard Metrics (Instant) - Triggers when there's a change in dashboard metrics. Searches No searches available for this app. Actions No actions available for this app. Limitations Microsoft Clarity sends updates to Zapier every 6 hours via webhooks. Templates View all of Microsoft Clarity's templates Additional Microsoft Clarity resources Zapier's Microsoft Clarity integration page Microsoft Clarity's Zapier integration guide Microsoft Clarity documentation", "text": "How to get started with Microsoft Clarity on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Microsoft Clarity How to get started with Microsoft Clarity on Zapier Updated May 12, 2026 11:48 Microsoft Clarity and Zapier connect to automate your website analytics workflows. You can receive updates on user behavior insights and heatmap data. Prerequisites To use the Microsoft Clarity app on Zapier, you must have: A Microsoft Clarity account (free). Admin access to your Clarity project. Connect Microsoft Clarity to Zapier To create an app connection to Microsoft Clarity on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Clarity . Click Add connection . A new browser tab or window will open. Log into Microsoft and grant Zapier permission to access your Clarity account. Your Microsoft Clarity account is now successfully connected to Zapier. About Microsoft Clarity's app Triggers, searches, and actions Triggers Change in Dashboard Metrics (Instant) - Triggers when there's a change in dashboard metrics. Searches No searches available for this app. Actions No actions available for this app. Limitations Microsoft Clarity sends updates to Zapier every 6 hours via webhooks. Templates View all of Microsoft Clarity's templates Additional Microsoft Clarity resources Zapier's Microsoft Clarity integration page Microsoft Clarity's Zapier integration guide Microsoft Clarity documentation ", "error": null, "slug": "microsoft-clarity", "help_title": "How to get started with Microsoft Clarity on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/11281443265293-How-to-get-started-with-Feathery-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/11281443265293-How-to-get-started-with-Feathery-on-Zapier", "title": "How to get started with Feathery on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Feathery app on Zapier, you must have: A Feathery account (free or paid).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Feathery How to get started with Feathery on Zapier Updated May 12, 2026 11:48 Feathery and Zapier connect to automate your form and workflow management. You can trigger actions when form submissions are completed and sync form data with other apps. Prerequisites To use the Feathery app on Zapier, you must have: A Feathery account (free or paid). Connect Feathery to Zapier To create an app connection to Feathery on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Feathery . Click Add connection . A new browser tab or window will open. Log into Feathery and grant Zapier permission to access your account. Your Feathery account is now successfully connected to Zapier. About Feathery's app", "text": "How to get started with Feathery on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Feathery How to get started with Feathery on Zapier Updated May 12, 2026 11:48 Feathery and Zapier connect to automate your form and workflow management. You can trigger actions when form submissions are completed and sync form data with other apps. Prerequisites To use the Feathery app on Zapier, you must have: A Feathery account (free or paid). Connect Feathery to Zapier To create an app connection to Feathery on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Feathery . Click Add connection . A new browser tab or window will open. Log into Feathery and grant Zapier permission to access your account. Your Feathery account is now successfully connected to Zapier. About Feathery's app Triggers, searches, and actions Triggers New Submission (Instant) - Triggers when a form submission is completed. Searches No searches available for this app. Actions Create User - Creates a new user with optional form field data. Update User - Updates an existing user's form field data. Templates View all of Feathery's templates Additional Feathery resources Zapier's Feathery integration page Feathery's Zapier integration guide ", "error": null, "slug": "feathery", "help_title": "How to get started with Feathery on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33612891856013-How-to-get-started-with-Azure-OpenAI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/33612891856013-How-to-get-started-with-Azure-OpenAI-on-Zapier", "title": "How to get started with Azure OpenAI on Zapier", "auth_signals": ["api_key", "premium"], "prerequisites": "Prerequisites To use the Azure OpenAI integration on Zapier, you must have: A paid Zapier account. Azure OpenAI is a premium app on Zapier. A paid Azure subscription with Azure OpenAI Service enabled. View Azure OpenAI pricing . An Azure OpenAI resource with a deployed model. Your Resource Name and API Key. Appropriate cognitive services permissions assigned to your Microsoft account. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Azure OpenAI How to get started with Azure OpenAI on Zapier Updated August 10, 2026 10:41 Azure OpenAI and Zapier connect to automate AI-powered workflows. You can send messages to Azure-hosted OpenAI models, generate content, and integrate AI capabilities across your apps. Available on plans: Free Professional Team Enterprise Prerequisites To use the Azure OpenAI integration on Zapier, you must have: A paid Zapier account. Azure OpenAI is a premium app on Zapier. A paid Azure subscription with Azure OpenAI Service enabled. View Azure OpenAI pricing . An Azure OpenAI resource with a deployed model. Your Resource Name and API Key. Appropriate cognitive services permissions assigned to your Microsoft account. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Azure OpenAI instance requires IP allowlisting. Get your Azure OpenAI credentials To connect Azure OpenAI to Zapier, you'll need your: Resource Name : The name of your Azure OpenAI resource in the Azure portal. API Key : Your Azure OpenAI resource API key, found in the Keys and Endpoint section of your resource. Learn more about Azure OpenAI role-based access control . Connect Azure OpenAI to Zapier To create an app connection to Azure OpenAI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Azure OpenAI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Resource Name : Enter your Azure OpenAI resource name. Key : Enter your Azure OpenAI API key. Log into Azure OpenAI to authenticate if prompted. Grant Zapier permission to access your account if prompted. Your Azure OpenAI account is now successfully connected to Zapier. About Azure OpenAI's app", "text": "How to get started with Azure OpenAI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Azure OpenAI How to get started with Azure OpenAI on Zapier Updated August 10, 2026 10:41 Azure OpenAI and Zapier connect to automate AI-powered workflows. You can send messages to Azure-hosted OpenAI models, generate content, and integrate AI capabilities across your apps. Available on plans: Free Professional Team Enterprise Prerequisites To use the Azure OpenAI integration on Zapier, you must have: A paid Zapier account. Azure OpenAI is a premium app on Zapier. A paid Azure subscription with Azure OpenAI Service enabled. View Azure OpenAI pricing . An Azure OpenAI resource with a deployed model. Your Resource Name and API Key. Appropriate cognitive services permissions assigned to your Microsoft account. For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Azure OpenAI instance requires IP allowlisting. Get your Azure OpenAI credentials To connect Azure OpenAI to Zapier, you'll need your: Resource Name : The name of your Azure OpenAI resource in the Azure portal. API Key : Your Azure OpenAI resource API key, found in the Keys and Endpoint section of your resource. Learn more about Azure OpenAI role-based access control . Connect Azure OpenAI to Zapier To create an app connection to Azure OpenAI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Azure OpenAI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Resource Name : Enter your Azure OpenAI resource name. Key : Enter your Azure OpenAI API key. Log into Azure OpenAI to authenticate if prompted. Grant Zapier permission to access your account if prompted. Your Azure OpenAI account is now successfully connected to Zapier. About Azure OpenAI's app Triggers, searches, and actions Triggers No triggers are available for Azure OpenAI. Searches No search actions are available for Azure OpenAI. Actions Send Message to Assistant : Send a message and generate a response with memory and tool support. Powered by the Responses API. Send Chat Message : Send a chat message and generate a response. Optionally saves chat history. Powered by the Chat Completions API. Generate Embedding : Generate vector embeddings from text using Azure OpenAI embedding models. Send Message to Assistant (Legacy) : Send a message to an assistant and generate a response. Optionally saves message history for continuous conversation and supports multi-step orchestration. Powered by the Assistants API. Limitations Usage limits are based on your Azure OpenAI pricing plan . You may encounter the error \"The resource name you provided is invalid\" if you lack the necessary permissions. Templates View all of Azure OpenAI's templates . Additional Azure OpenAI resources Zapier's Azure OpenAI integration page Azure OpenAI documentation ", "error": null, "slug": "azure-openai", "help_title": "How to get started with Azure OpenAI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/43960366238221-How-to-get-started-with-AI-Guardrails-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/43960366238221-How-to-get-started-with-AI-Guardrails-by-Zapier", "title": "How to get started with AI Guardrails by Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use AI Guardrails by Zapier, you need: A Zapier account. About AI Guardrails by Zapier AI Guardrails actions use two types of AI technology: Machine learning (ML) actions are powered by AWS Comprehend , Amazon's natural language processing service. Large language models (LLM) actions are powered by Amazon Bedrock , Amazon's managed generative AI platform. ML actions Action What it does Detect PII Scans text for personally identifiable information such as names, addresses, SSNs, credit card numbers, and more Sentiment Detection Classifies text sentiment as positive, negative, neutral, or mixed with confidence scores Detect Toxicity Flags hate speech, threats, insults, and other harmful content ML actions return results with confidence scores indicating how certain the system is about each detection. For PII detection, the model can identify over 30 types of personally identifiable information, including names, addresses, financial account numbers, government IDs, and more. LLM actions Action What it does Detect Prompt Attack Identifies prompt injection and jailbreaking attempts designed to manipulate AI system behavior Detect Toxicity Flags hate speech, threats, insults, and other harmful content LLM actions assess the likelihood that content falls into a given category rather than applying deterministic rules. Amazon Bedrock Guardrails provides a configurable safety filter for these actions. Data handling These services process text in real time and send cont", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI AI Guardrails by Zapier How to get started with AI Guardrails by Zapier Updated May 29, 2026 18:18 AI Guardrails by Zapier adds AI safety, compliance, and detection to your workflows on Zapier. You can analyze sentiment, detect prompt attack and toxicity, and find PII. This allows you to check the output from an AI model before using it in your workflow. Prerequisites To use AI Guardrails by Zapier, you need: A Zapier account. About AI Guardrails by Zapier AI Guardrails actions use two types of AI technology: Machine learning (ML) actions are powered by AWS Comprehend , Amazon's natural language processing service. Large language models (LLM) actions are powered by Amazon Bedrock , Amazon's managed generative AI platform. ML actions Action What it does Detect PII Scans text for personally identifiable information such as names, addresses, SSNs, credit card numbers, and more Sentiment Detection Classifies text sentiment as positive, negative, neutral, or mixed with confidence scores Detect Toxicity Flags hate speech, threats, insults, and other harmful content ML actions return results with confidence scores indicating how certain the system is about each detection. For PII detection, the model can identify over 30 types of personally identifiable information, including names, addresses, financial account numbers, government IDs, and more. LLM actions Action What it does Detect Prompt Attack Identifies prompt injection and jailbreaking attempts designed to manipulate AI system behavior Detect Toxicity Flags hate speech, threats, insults, and other harmful content LLM actions assess the likelihood that content falls into a given category rather than applying deterministic rules. Amazon Bedrock Guardrails provides a configurable safety filter for these actions. Data handling These services process text in real time and send content to AWS Comprehend or Amazon Bedrock over encrypted connections. Input data is not used to train underlying models. Zapier's AWS organization has opted out of allowing AWS AI services to use customer content for model improvement. To detect and redact PII, AI Guardrails must first process the data. Like any Zapier workflow, data processed by AI Guardrails—including any PII—is temporarily stored in Zapier's logs (7 days) and in your Zap runs (29-69 days). You can reduce data retention by deleting your Zap runs . Enterprise ", "text": "How to get started with AI Guardrails by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI AI Guardrails by Zapier How to get started with AI Guardrails by Zapier Updated May 29, 2026 18:18 AI Guardrails by Zapier adds AI safety, compliance, and detection to your workflows on Zapier. You can analyze sentiment, detect prompt attack and toxicity, and find PII. This allows you to check the output from an AI model before using it in your workflow. Prerequisites To use AI Guardrails by Zapier, you need: A Zapier account. About AI Guardrails by Zapier AI Guardrails actions use two types of AI technology: Machine learning (ML) actions are powered by AWS Comprehend , Amazon's natural language processing service. Large language models (LLM) actions are powered by Amazon Bedrock , Amazon's managed generative AI platform. ML actions Action What it does Detect PII Scans text for personally identifiable information such as names, addresses, SSNs, credit card numbers, and more Sentiment Detection Classifies text sentiment as positive, negative, neutral, or mixed with confidence scores Detect Toxicity Flags hate speech, threats, insults, and other harmful content ML actions return results with confidence scores indicating how certain the system is about each detection. For PII detection, the model can identify over 30 types of personally identifiable information, including names, addresses, financial account numbers, government IDs, and more. LLM actions Action What it does Detect Prompt Attack Identifies prompt injection and jailbreaking attempts designed to manipulate AI system behavior Detect Toxicity Flags hate speech, threats, insults, and other harmful content LLM actions assess the likelihood that content falls into a given category rather than applying deterministic rules. Amazon Bedrock Guardrails provides a configurable safety filter for these actions. Data handling These services process text in real time and send content to AWS Comprehend or Amazon Bedrock over encrypted connections. Input data is not used to train underlying models. Zapier's AWS organization has opted out of allowing AWS AI services to use customer content for model improvement. To detect and redact PII, AI Guardrails must first process the data. Like any Zapier workflow, data processed by AI Guardrails—including any PII—is temporarily stored in Zapier's logs (7 days) and in your Zap runs (29-69 days). You can reduce data retention by deleting your Zap runs . Enterprise customers can also reduce the Zap history retention to as few as 7 days. Learn more in Zapier’s data retention/deletion practices . Limitations Note AI Guardrails by Zapier is designed to supplement, not replace, your existing security, privacy, and compliance measures. No AI-powered detection system is 100% accurate. Be aware of the following: False negatives (missed detections). Actions may fail to detect some PII, toxic content, prompt injection, jailbreaking, or negative sentiment. Detection can be affected by unusual formatting or abbreviations, novel attack techniques, context-dependent or ambiguous language, sarcasm or cultural nuances, and language (PII detection supports English and Spanish only; other actions may have varying multilingual support). False positives (incorrect flags). Actions may occasionally flag content that does not actually contain PII, toxic language, or malicious intent. Not a standalone solution. Use AI Guardrails as one layer in a broader defense-in-depth strategy. Zapier recommends: Keeping human-in-the-loop review for sensitive workflows Using additional input validation and output filtering Following your organization's data handling and compliance policies Reviewing and testing your automated workflows regularly Not relying solely on any single automated tool for compliance with privacy regulations (for example, GDPR, CCPA, HIPAA) Your responsibility By using AI Guardrails, you acknowledge that your organization is responsible for ensuring compliance with all applicable laws, regulations, and industry standards related to data privacy, content moderation, and AI safety. Zapier recommends periodically auditing the accuracy of AI Guardrails within your specific workflows to ensure they meet your needs and expectations. Get started Zap workflows Agents MCP Add an AI Guardrails step after your AI app step so you can check the AI output before it continues in your workflow. You can then add a step for human review, such as Human in the Loop. Create a new Zap or open an existing one. Add your trigger and your AI app step (the step that produces the content you want to check). Add an action step. Search for AI Guardrails by Zapier and select it. Choose an action (for example, Detect Sentiment or Check for Personally Identifiable Information (PII) ). Map the input fields from your AI app step and complete the step. (Optional) Add a Human in the Loop step (or another step) so a person can review results before the Zap continues. Add any remaining steps and turn your Zap on. Add AI Guardrails to your Agent as a tool and include instructions in your Agent's prompt to use it. Go to Zapier Agents and open your Agent (or create one). Add AI Guardrails by Zapier as a tool so your Agent can run its actions. In your Agent's instructions (prompt), tell the Agent when and how to use AI Guardrails (for example, to check for PII or toxicity before using AI output). Your Agent will then use AI Guardrails when its instructions call for it. Add AI Guardrails as a tool so your AI client (for example, Cursor or Claude) can run its actions. Go to mcp.zapier.com . Click + New MCP Server . A dialog box will open. In the MCP Client dropdown, select your client (or Other if it is not listed). In the Name field, enter a name for your server. Click Create MCP Server . Add AI Guardrails as a tool: 1. Click + Add tool . 2. Search for AI Guardrails by Zapier . 3. Select the actions you want. Open the Connect tab and follow the instructions to connect your AI client to your MCP server. Your AI client can now run AI Guardrails actions. For full steps, refer to Use Zapier MCP with your client . Best practices To get the most out of AI Guardrails: Layer your defenses. Combine AI Guardrails with other security measures such as regex-based validation, allowlists/blocklists, and manual review processes. Set appropriate confidence thresholds. For PII detection, consider the confidence scores returned with each entity. Higher thresholds reduce false positives but may increase missed detections. Test with your own data. Detection accuracy can vary based on your specific content types, formatting, and use cases. Test thoroughly before deploying in production workflows. Plan for edge cases. Consider what happens in your workflow if PII is missed or content is incorrectly flagged. Build in fallback logic and escalation paths. Stay current. Threat techniques evolve. Periodically review your guardrail configurations and test against new types of adversarial inputs. Use cases Use AI Guardrails actions to check AI output before it's used in your workflow. Examples by action: Check for Personally Identifiable Information (PII) - Scan AI-generated text (for example, summaries of support tickets or draft emails) before sending or storing it, so you can redact or handle PII and stay within data-privacy rules. Detect Prompt Injection - Review user or external input before passing it to an AI model, so you can block or flag attempts to manipulate the model's behavior. Detect Sentiment - Gauge the tone of AI-generated or user content (for example, chatbot replies or survey responses) to route negative or mixed sentiment for human review or escalation. Detect Toxicity - Screen content before publishing or forwarding (for example, comments, chat messages, or AI drafts) to catch toxic or harmful language and route it for moderation or revision. Additional resources AI Guardrails by Zapier integrations page AI compliance: Integrate AI into your compliance workflows 5 security risks of generative AI and how to prepare for them AI security: How to protect your tools and processes ", "error": null, "slug": "ai-guardrails-by-zapier-ca231637", "help_title": "How to get started with AI Guardrails by Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/15685793406093-How-to-get-started-with-Synthesia-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15685793406093-How-to-get-started-with-Synthesia-on-Zapier", "title": "How to get started with Synthesia on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Synthesia app on Zapier, you must have: A paid Synthesia plan . Find your Synthesia credentials To find your API key: Follow Synthesia's instructions to create an API key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Synthesia How to get started with Synthesia on Zapier Updated May 12, 2026 11:48 Synthesia and Zapier connect to automate your AI video creation workflows. You can generate videos with AI avatars and integrate video creation into your automations. Prerequisites To use the Synthesia app on Zapier, you must have: A paid Synthesia plan . Find your Synthesia credentials To find your API key: Follow Synthesia's instructions to create an API key . Connect Synthesia to Zapier To create an app connection to Synthesia on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Synthesia . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Synthesia API key . Click Yes, Continue to Synthesia . Your Synthesia account is now successfully connected to Zapier. About Synthesia's app", "text": "How to get started with Synthesia on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Synthesia How to get started with Synthesia on Zapier Updated May 12, 2026 11:48 Synthesia and Zapier connect to automate your AI video creation workflows. You can generate videos with AI avatars and integrate video creation into your automations. Prerequisites To use the Synthesia app on Zapier, you must have: A paid Synthesia plan . Find your Synthesia credentials To find your API key: Follow Synthesia's instructions to create an API key . Connect Synthesia to Zapier To create an app connection to Synthesia on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Synthesia . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Synthesia API key . Click Yes, Continue to Synthesia . Your Synthesia account is now successfully connected to Zapier. About Synthesia's app Triggers, searches, and actions Triggers New Video Ready (Instant) - Triggers when a new video is ready. Searches No searches available for this app. Actions Request New Video (From Template) - Request a new video from the template. Request New Video - Request a new video with custom avatar, script, and background options. Templates View all of Synthesia's templates Additional Synthesia resources Zapier's Synthesia integration page Synthesia's personalization guide Synthesia's API documentation ", "error": null, "slug": "synthesia", "help_title": "How to get started with Synthesia on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/20626311075981-How-to-get-started-with-Blaze-ai-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/20626311075981-How-to-get-started-with-Blaze-ai-on-Zapier", "title": "How to get started with Blaze.ai on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Blaze.ai app on Zapier, you must have: A paid Blaze.ai plan . Find your Blaze.ai credentials To find your API key: Log into Blaze.ai. Click your Workspace's avatar in the top left. Select Settings . Go to Integrations . Select New Key . Copy your API key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Blaze.ai How to get started with Blaze.ai on Zapier Updated May 12, 2026 11:48 Blaze.ai and Zapier connect to automate your content creation workflows. You can trigger actions when content is created and manage your AI-powered writing projects. Prerequisites To use the Blaze.ai app on Zapier, you must have: A paid Blaze.ai plan . Find your Blaze.ai credentials To find your API key: Log into Blaze.ai. Click your Workspace's avatar in the top left. Select Settings . Go to Integrations . Select New Key . Copy your API key . Connect Blaze.ai to Zapier To create an app connection to Blaze.ai on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Blaze.ai . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Blaze.ai API key . Click Yes, Continue to Blaze.ai . Your Blaze.ai account is now successfully connected to Zapier. About Blaze.ai's app", "text": "How to get started with Blaze.ai on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Blaze.ai How to get started with Blaze.ai on Zapier Updated May 12, 2026 11:48 Blaze.ai and Zapier connect to automate your content creation workflows. You can trigger actions when content is created and manage your AI-powered writing projects. Prerequisites To use the Blaze.ai app on Zapier, you must have: A paid Blaze.ai plan . Find your Blaze.ai credentials To find your API key: Log into Blaze.ai. Click your Workspace's avatar in the top left. Select Settings . Go to Integrations . Select New Key . Copy your API key . Connect Blaze.ai to Zapier To create an app connection to Blaze.ai on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Blaze.ai . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Blaze.ai API key . Click Yes, Continue to Blaze.ai . Your Blaze.ai account is now successfully connected to Zapier. About Blaze.ai's app Triggers, searches, and actions Triggers Publish Doc (Polling) - Triggers when a doc is published. Searches No searches available for this app. Actions Generate an Article - Tell Blaze your mission—be it an email, blog, or script—and receive a customized document that speaks your brand's language. Turn Into - Convert your article into anything, from an email newsletter to a social media post. Brainstorm Ideas - Enter your topic, and Blaze will generate creative ideas for your content. Generate Outline - Provide a topic and Blaze will create an outline to guide your next post. Templates View all of Blaze.ai's templates Additional Blaze.ai resources Zapier's Blaze.ai integration page Blaze.ai website ", "error": null, "slug": "blazedotai", "help_title": "How to get started with Blaze.ai on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/20255464575757-How-to-get-started-with-Microsoft-Dynamics365-Business-Central-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/20255464575757-How-to-get-started-with-Microsoft-Dynamics365-Business-Central-on-Zapier", "title": "How to get started with Microsoft Dynamics365 Business Central on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Microsoft Dynamics365 Business Central app on Zapier, you must have: A paid Microsoft Dynamics365 Business Central plan . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Microsoft Dynamics365 Business Central How to get started with Microsoft Dynamics365 Business Central on Zapier Updated August 10, 2026 10:41 Microsoft Dynamics365 Business Central and Zapier connect to automate your ERP workflows. You can sync customers, manage sales orders, and integrate financial data with other apps. Prerequisites To use the Microsoft Dynamics365 Business Central app on Zapier, you must have: A paid Microsoft Dynamics365 Business Central plan . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Microsoft Dynamics365 Business Central instance requires IP allowlisting. Connect Microsoft Dynamics365 Business Central to Zapier To create an app connection to Microsoft Dynamics365 Business Central on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Dynamics365 Business Central . Click Add connection . A new browser tab or window will open. Log into Microsoft and grant Zapier permission to access your Business Central account. Your Microsoft Dynamics365 Business Central account is now successfully connected to Zapier. About Microsoft Dynamics365 Business Central's app", "text": "How to get started with Microsoft Dynamics365 Business Central on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM Microsoft Dynamics365 Business Central How to get started with Microsoft Dynamics365 Business Central on Zapier Updated August 10, 2026 10:41 Microsoft Dynamics365 Business Central and Zapier connect to automate your ERP workflows. You can sync customers, manage sales orders, and integrate financial data with other apps. Prerequisites To use the Microsoft Dynamics365 Business Central app on Zapier, you must have: A paid Microsoft Dynamics365 Business Central plan . For Zapier Professional, Team, or Enterprise users, you can use a static IP address to connect to Zapier . This is useful if your Microsoft Dynamics365 Business Central instance requires IP allowlisting. Connect Microsoft Dynamics365 Business Central to Zapier To create an app connection to Microsoft Dynamics365 Business Central on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Dynamics365 Business Central . Click Add connection . A new browser tab or window will open. Log into Microsoft and grant Zapier permission to access your Business Central account. Your Microsoft Dynamics365 Business Central account is now successfully connected to Zapier. About Microsoft Dynamics365 Business Central's app Triggers, searches, and actions Triggers No triggers available for this app. Searches Find Shipment - Finds a shipment by number. Actions API Request (Beta) - Makes a raw HTTP request with the integration's authentication. Templates View all of Microsoft Dynamics365 Business Central's templates Additional Microsoft Dynamics365 Business Central resources Zapier's Microsoft Dynamics365 Business Central integration page Microsoft Dynamics365 Business Central documentation ", "error": null, "slug": "microsoft-dynamics365-business-c", "help_title": "How to get started with Microsoft Dynamics365 Business Central on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/40860175651213-How-to-get-started-with-SweepBright-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40860175651213-How-to-get-started-with-SweepBright-on-Zapier", "title": "How to get started with SweepBright on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the SweepBright app on Zapier, you must have: An active SweepBright account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM SweepBright How to get started with SweepBright on Zapier Updated January 23, 2026 14:08 SweepBright and Zapier connect to automate real estate work. You can trigger actions when leads are created or updated and create new contacts or offers. Prerequisites To use the SweepBright app on Zapier, you must have: An active SweepBright account. Connect SweepBright to Zapier To create an app connection to SweepBright on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SweepBright . Click Add connection . A new browser tab or window will open. Log into SweepBright to authenticate. Grant Zapier permission to access your account if prompted to. Your SweepBright account is now successfully connected to Zapier. About SweepBright's app", "text": "How to get started with SweepBright on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales & CRM SweepBright How to get started with SweepBright on Zapier Updated January 23, 2026 14:08 SweepBright and Zapier connect to automate real estate work. You can trigger actions when leads are created or updated and create new contacts or offers. Prerequisites To use the SweepBright app on Zapier, you must have: An active SweepBright account. Connect SweepBright to Zapier To create an app connection to SweepBright on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select SweepBright . Click Add connection . A new browser tab or window will open. Log into SweepBright to authenticate. Grant Zapier permission to access your account if prompted to. Your SweepBright account is now successfully connected to Zapier. About SweepBright's app Triggers, searches, and actions Triggers Document Requested: Non-Exclusive Agreement - Triggers when a Non-Exclusive Agreement document is requested. (Instant) Interaction Registered for Lead - Triggers when a new interaction is registered for a lead. (Instant) Feedback Added to Interaction - Triggers when feedback is added to an interaction. (Instant) Visit Canceled - Triggers when a visit has been canceled. (Instant) Visit Updated - Triggers when a visit has been updated. (Instant) Document Requested: Exclusive Agreement - Triggers when an Exclusive Agreement document is requested. (Instant) Offer Accepted - Triggers when an Offer is accepted. (Instant) Offer Cancelled - Triggers when an Offer is cancelled. (Instant) Offer Created - Triggers when an Offer is created. (Instant) Offer Restored - Triggers when an Offer is restored. (Instant) Owner Created - Triggers when a new owner is created. (Instant) Document Requested: Property Folder - Triggers when a Property folder document is requested. (Instant) Document Requested: Lease or Purchase Agreement - Triggers when a Lease or Purchase Agreement document is requested. (Instant) Property Created or Updated - Triggers when a property is created or updated. (Instant) Lead Created - Triggers when a new lead is created. (Instant) Lead Updated - Triggers when a lead is updated. (Instant) New Visit Scheduled - Triggers when a new visit has been scheduled. (Instant) Document Requested: Valuation - Triggers when a valuation document is requested. (Instant) Document Requested: Property Sheet - Triggers when a Property Sheet document is requested. (Instant) Offer Archived - Triggers when an Offer is archived. (Instant) Offer Changed - Triggers when an Offer is changed in any way. (Instant) Searches Find or Create Contact - Finds existing or creates a new contact in SweepBright. Find Properties - Find properties by querying their address, ID, or other attributes. Find Users - Find users by querying their name, email, or other attributes. Actions Archive Offer - Archives an existing offer Cancel Offer - Cancels an existing offer Create Contact - Creates a new contact in SweepBright. Create Offer - Creates a new offer Detach Labels From Contact - Detaches labels from a contact Refuse Offer - Refuses an existing offer Set Contact Labels - Syncs labels attached to a contact Templates View all of SweepBright's templates . Use cases New Integration: Help Your Real Estate Agency Close More Deals with SweepBright 4 ways to improve your real estate business with automation Additional SweepBright resources Zapier's SweepBright integration page SweepBright's Help Center SweepBright's API documentation ", "error": null, "slug": "sweepbright", "help_title": "How to get started with SweepBright on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39398972791309-How-to-get-started-with-Amazon-Bedrock-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39398972791309-How-to-get-started-with-Amazon-Bedrock-on-Zapier", "title": "How to get started with Amazon Bedrock on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Amazon Bedrock app on Zapier, you must have: An active AWS account with valid payment method. AWS IAM credentials (Access Key ID and Secret Access Key) with the appropriate AWS managed policy for your use case. Zapier recommends to create a new user in the IAM console . Access to foundation models must be request and approved through the Amazon Bedrock console. Access is not granted by default. The Amazon Bedrock service must be available in your chosen AWS region .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Amazon Bedrock How to get started with Amazon Bedrock on Zapier Updated September 10, 2025 14:22 Amazon Bedrock and Zapier connect to automate AI workflows. You can send prompts to foundation models and generate text responses automatically. Prerequisites To use the Amazon Bedrock app on Zapier, you must have: An active AWS account with valid payment method. AWS IAM credentials (Access Key ID and Secret Access Key) with the appropriate AWS managed policy for your use case. Zapier recommends to create a new user in the IAM console . Access to foundation models must be request and approved through the Amazon Bedrock console. Access is not granted by default. The Amazon Bedrock service must be available in your chosen AWS region . Connect Amazon Bedrock to Zapier Find your Amazon Bedrock credentials To find your AWS access key ID and secret access key, follow's Amazon's Bedrock API key instructions . Connect to Amazon Bedrock on Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon Bedrock . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: AWS Access Key ID : Enter your Access Key ID . AWS Secret Access Key : Enter your Secret Access Key . AWS Region : Select your AWS region (e.g., us-east-1). Click Yes, Continue to Amazon Bedrock . Your Amazon Bedrock account is now successfully connected to Zapier. About Amazon Bedrock's app", "text": "How to get started with Amazon Bedrock on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Amazon Bedrock How to get started with Amazon Bedrock on Zapier Updated September 10, 2025 14:22 Amazon Bedrock and Zapier connect to automate AI workflows. You can send prompts to foundation models and generate text responses automatically. Prerequisites To use the Amazon Bedrock app on Zapier, you must have: An active AWS account with valid payment method. AWS IAM credentials (Access Key ID and Secret Access Key) with the appropriate AWS managed policy for your use case. Zapier recommends to create a new user in the IAM console . Access to foundation models must be request and approved through the Amazon Bedrock console. Access is not granted by default. The Amazon Bedrock service must be available in your chosen AWS region . Connect Amazon Bedrock to Zapier Find your Amazon Bedrock credentials To find your AWS access key ID and secret access key, follow's Amazon's Bedrock API key instructions . Connect to Amazon Bedrock on Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Amazon Bedrock . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: AWS Access Key ID : Enter your Access Key ID . AWS Secret Access Key : Enter your Secret Access Key . AWS Region : Select your AWS region (e.g., us-east-1). Click Yes, Continue to Amazon Bedrock . Your Amazon Bedrock account is now successfully connected to Zapier. About Amazon Bedrock's app Triggers, searches, and actions Triggers No triggers available for Amazon Bedrock Searches No searches available for Amazon Bedrock Actions Converse - Sends a message to a model and gets a response. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Model access must be explicitly requested and granted through the Amazon Bedrock console before models can be used via API. Access is not granted by default. Token usage quotas apply with varying limits per model and region. Amazon Bedrock is only available in specific AWS regions and model availability varies by region . API rate limits apply with specific quotas for different operations (e.g., maximum requests per second for various API calls). Maximum input/output token limits vary by model. Each foundation model has specific context length and token limitations. Templates View all of Amazon Bedrock's templates . Use cases 4 Ways to Automate Amazon Bedrock with Zapier Additional Amazon Bedrock resources Zapier's Amazon Bedrock integration page Amazon Bedrock's Help Center Amazon Bedrock's API documentation ", "error": null, "slug": "amazon-aws-bedrock", "help_title": "How to get started with Amazon Bedrock on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "title": "Fixing API endpoint URL errors in custom actions", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "Fixing API endpoint URL errors in custom actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions & API Requests actions Fixing API endpoint URL errors in custom actions Updated August 14, 2026 09:42 When testing a custom action , you get an error message which indicates the domain or API endpoint is incorrect for the API request. Causes This error occurs because the custom action’s API endpoint URL is incorrect. Apps such as Glean, Workday, Oracle Eloqua, Jira Software Cloud, and Egnyte require the API endpoint URL to include a unique identifier specific to your organization. Custom actions cannot generate this identifier because these URLs are dynamic. For example, Glean’s API requires the subdomain to be specified in the URL when making the API request. How to fix it In your app’s API documentation, find the format required for an API endpoint. Edit the code in your custom action. In the Custom Action Builder , in the left panel , click the Advanced tab. In the Code editor, find the API URL and adjust it according to the format the app expects. In the right panel, click Run test. Retesting the action should then allow your custom action to reach your domain with the expected endpoint URL. Glean Glean API requests for Glean require a subdomain . For example, if your Glean subdomain is mycompany-be , the API endpoint URL must contain the subdomain. https://mycompany-be.glean.com/rest/api/v1/getdocuments . For more information on Glean’s API, refer to their API documentation . Workday Workday API requests for Workday require the tenantHostname and tenant . For example, the tenantHouse is impl.wd12.myworkday.com and your tenant is mytenant . The API endpoint URL must contain the tenantHouse and tenant. https://impl-services1.wd12.myworkday.com/ccx/api/v1/mytenant The URL structure can also be represented more generally as: https:///api/// You can find this information in the address bar after logging into Workday. https://impl.wd12.myworkday.com/mytenant/d/home.htmld For more information on Workday’s API, refer to: REST Concepts REST Directory Oracle Eloqua Oracle Eloqua API requests for Oracle Eloqua require a base URL . For example, if your Oracle Eloqua base URL is https://secure.p03.eloqua.com , the API endpoint URL must contain the base URL. https://secure.p03.eloqua.com/API/Rest/2.0?page=5&count=30 For more information on Oracle’s Eloqua’s API, refer to Oracle Eloqua’s API documentation . Note The base URL is subject to change from time to time. If you notice that the Zap shows errors or the URL looks different when you log into your Oracle Eloqua account, you might need to update the API endpoint URL in your custom action. Jira Software Cloud Jira Software Cloud To make API requests for Jira Software Cloud, you must use the correct base URL and your unique cloud ID . 1. Find the Base URL The base URL is your Jira instance type, either a Standard Cloud or an Atlassian Government Cloud (AGC) account. Check below the appropriate URL for your instance type. 2. Retrieve the cloud ID cloudId is a unique identifier required for every Jira Software Cloud API endpoint. It must be retrieved dynamically via an API call and cannot be hardcoded. To retrieve your cloudId , make a GET request to the accessible-resources endpoint using the appropriate base URL for your account type. Example request to retrieve a Cloud ID: Standard cloud: GET https://api.atlassian.com/oauth/token/accessible-resources AGC: GET https://api.atlassian-us-gov-mod.com/oauth/token/accessible-resources 3. Build the final URL Once you have both the base URL and the cloudID, you can construct the full URL in your API call. Final URL format: [Base URL]/ex/jira/[cloudID]/[API endpoint] For more information on Jira’s API, refer to: Jira Cloud REST API Accessible Resources (cloud ID lookup) Egnyte Egnyte API requests for Egnyte require a domain . For example, if your Egnyte domain is mycompany , the API endpoint URL must contain the domain. https://mycompany.egnyte.com/pubapi/v1/fs/Shared For more information on Egnyte’s API, refer to their API documentation . ", "error": null, "slug": "oracle-eloqua", "help_title": "Fixing API endpoint URL errors in custom actions"}
{"url": "https://help.zapier.com/hc/en-us/articles/40597572143245-Get-free-tasks-when-you-use-Yelp-Conversions-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40597572143245-Get-free-tasks-when-you-use-Yelp-Conversions-with-Zapier", "title": "Get free tasks when you use Yelp Conversions with Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Get free tasks when you use Yelp Conversions with Zapier Updated July 23, 2026 08:06 Get free unlimited Zap tasks when you use Yelp Conversions . Yelp covers all Zapier task costs for workflows that use Yelp Conversions, regardless of your advertising status with Yelp. Not advertising with Yelp yet? Learn more on how to use Yelp Ads to get more leads . Offer details How to redeem this offer No setup or opt-in is required. The offer is available when you use the Yelp Conversions apps. Free task usage Any Zap step that uses the Yelp Conversions integration is free. Yelp covers all task costs regardless of your advertising status. Learn more about how task usage is measured in Zapier . Eligibility Yelp : You must have a Yelp Business Owner account. If you do not have one yet, you can get started at business.yelp.com and learn more about Yelp Ads . Zapier : Available to users on any Zapier plan. Activation The offer will activate automatically when you run your first Zap step using Yelp Conversions. Offer period There is currently no planned end date for this offer's availability. FAQs What happens if I change my Zapier plan? The free tasks will still apply to any Yelp Conversions usage. All other tasks and features will follow the limits of your new plan. Do I need to activate anything to start receiving free tasks? No. Once you build a Zap using Yelp Conversions and publish it, your free tasks will apply automatically for that step. Can I track my free task usage? Yes, you can track how many free tasks you’ve used on the Billing and Usage page. Yelp Conversions free tasks are listed separately from your plan task usage. What is Yelp Conversions, and how does it work with Zapier? Yelp Conversions allows large multi-location Yelp advertisers to send conversion events (like transactions, jobs completed, appointments booked, etc.) directly from their systems to Yelp for improved measurement and optimization. With Zapier, you can automate sending new events from hundreds of apps (CRMs, forms, spreadsheets, etc.) to Yelp, no code needed. What are common use cases for using Yelp Conversions with Zapier? Understanding the conversions driven from a Yelp Ads campaign. Gaining insight in Yelp Ads reporting to inform future advertising strategy. How do I set up my Yelp Conversion Zap workflows? Creating a Zap with Yelp Conv", "text": "Get free tasks when you use Yelp Conversions with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Get free tasks when you use Yelp Conversions with Zapier Updated July 23, 2026 08:06 Get free unlimited Zap tasks when you use Yelp Conversions . Yelp covers all Zapier task costs for workflows that use Yelp Conversions, regardless of your advertising status with Yelp. Not advertising with Yelp yet? Learn more on how to use Yelp Ads to get more leads . Offer details How to redeem this offer No setup or opt-in is required. The offer is available when you use the Yelp Conversions apps. Free task usage Any Zap step that uses the Yelp Conversions integration is free. Yelp covers all task costs regardless of your advertising status. Learn more about how task usage is measured in Zapier . Eligibility Yelp : You must have a Yelp Business Owner account. If you do not have one yet, you can get started at business.yelp.com and learn more about Yelp Ads . Zapier : Available to users on any Zapier plan. Activation The offer will activate automatically when you run your first Zap step using Yelp Conversions. Offer period There is currently no planned end date for this offer's availability. FAQs What happens if I change my Zapier plan? The free tasks will still apply to any Yelp Conversions usage. All other tasks and features will follow the limits of your new plan. Do I need to activate anything to start receiving free tasks? No. Once you build a Zap using Yelp Conversions and publish it, your free tasks will apply automatically for that step. Can I track my free task usage? Yes, you can track how many free tasks you’ve used on the Billing and Usage page. Yelp Conversions free tasks are listed separately from your plan task usage. What is Yelp Conversions, and how does it work with Zapier? Yelp Conversions allows large multi-location Yelp advertisers to send conversion events (like transactions, jobs completed, appointments booked, etc.) directly from their systems to Yelp for improved measurement and optimization. With Zapier, you can automate sending new events from hundreds of apps (CRMs, forms, spreadsheets, etc.) to Yelp, no code needed. What are common use cases for using Yelp Conversions with Zapier? Understanding the conversions driven from a Yelp Ads campaign. Gaining insight in Yelp Ads reporting to inform future advertising strategy. How do I set up my Yelp Conversion Zap workflows? Creating a Zap with Yelp Conversions is easy! Select your CRM and specify your Yelp Conversions as the following action, You can find more details in Yelp Conversions API’s Zapier setup guide . What support is available if I need help? Contact your Yelp representative, or reach out to zapier-capi-support@yelp.com . What data can I send to the Yelp Conversions app? Detailed information of each property in each schema is available in Yelp's Conversions API documentation . ", "error": null, "slug": "yelp-conversions", "help_title": "Get free tasks when you use Yelp Conversions with Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39428735617933-How-to-get-started-with-Cursor-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39428735617933-How-to-get-started-with-Cursor-on-Zapier", "title": "How to get started with Cursor on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Cursor app on Zapier, you must have: A Cursor account (free Hobby plan or any paid plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Cursor How to get started with Cursor on Zapier Updated September 09, 2025 13:15 Cursor and Zapier connect to automate your AI coding workflow. You can trigger actions when new agents are created and launch agents to work on repositories. Prerequisites To use the Cursor app on Zapier, you must have: A Cursor account (free Hobby plan or any paid plan). Connect Cursor to Zapier To create an app connection to Cursor on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Cursor . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Cursor API key. Click Yes, Continue to Cursor . Your Cursor account is now successfully connected to Zapier. About Cursor's app", "text": "How to get started with Cursor on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Cursor How to get started with Cursor on Zapier Updated September 09, 2025 13:15 Cursor and Zapier connect to automate your AI coding workflow. You can trigger actions when new agents are created and launch agents to work on repositories. Prerequisites To use the Cursor app on Zapier, you must have: A Cursor account (free Hobby plan or any paid plan). Connect Cursor to Zapier To create an app connection to Cursor on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Cursor . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Cursor API key. Click Yes, Continue to Cursor . Your Cursor account is now successfully connected to Zapier. About Cursor's app Triggers, searches, and actions Triggers New Agent - Triggers when a new Cursor agent is created or when agent status changes. (Polling - Zapier checks for new data every 15 min on the Free plan) Searches Find Agent Status - Finds and returns the current status of a specific Cursor agent. Actions Delete Agent - Delete a background agent. This action is permanent and cannot be undone. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Followup Instruction to Agent - Adds followup instructions to a running agent. Launch Agent - Start a new background agent to work on your repository. Limitations Cursor usage is tied to a specific monthly quota , which varies by your subscription tier and the API costs of the models you use. Templates View all of Cursor's templates . Use cases Replit vs. Cursor: Which AI coding tool is right for you? [2025] Cursor vs. Copilot: Which AI coding tool is right for you? [2025] Send emails from a prompt with Zapier MCP Additional Cursor resources Zapier's Cursor integration page Cursor's Help Center Cursor's API documentation ", "error": null, "slug": "cursor-ca228182", "help_title": "How to get started with Cursor on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38961897616141-How-to-get-started-with-Voiceflow-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38961897616141-How-to-get-started-with-Voiceflow-on-Zapier", "title": "How to get started with Voiceflow on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Voiceflow app on Zapier, you must have: An active Voiceflow account (free Starter plan or any paid plan). Your Voiceflow Project API Key . Your Voiceflow Project ID. For outbound calling actions: An Agent Phone Number ID.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Voiceflow How to get started with Voiceflow on Zapier Updated August 21, 2025 09:56 Voiceflow and Zapier connect to automate AI agent workflows. You can start conversations and make outbound calls when new data appears in apps. Prerequisites To use the Voiceflow app on Zapier, you must have: An active Voiceflow account (free Starter plan or any paid plan). Your Voiceflow Project API Key . Your Voiceflow Project ID. For outbound calling actions: An Agent Phone Number ID. Connect Voiceflow to Zapier To create an app connection to Voiceflow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Voiceflow . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Voiceflow Project API Key : Enter your Voiceflow Project API Key , which can be found by opening your project from the dashboard, clicking the ⚙️ icon on the sidebar, then selecting API keys . Click the copy button to get your API key. Voiceflow Project ID : Enter your Voiceflow Project ID , which is found in the General tab of your project's settings. Click Yes, Continue to Voiceflow . Your Voiceflow account is now successfully connected to Zapier. About Voiceflow's app", "text": "How to get started with Voiceflow on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Voiceflow How to get started with Voiceflow on Zapier Updated August 21, 2025 09:56 Voiceflow and Zapier connect to automate AI agent workflows. You can start conversations and make outbound calls when new data appears in apps. Prerequisites To use the Voiceflow app on Zapier, you must have: An active Voiceflow account (free Starter plan or any paid plan). Your Voiceflow Project API Key . Your Voiceflow Project ID. For outbound calling actions: An Agent Phone Number ID. Connect Voiceflow to Zapier To create an app connection to Voiceflow on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Voiceflow . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Voiceflow Project API Key : Enter your Voiceflow Project API Key , which can be found by opening your project from the dashboard, clicking the ⚙️ icon on the sidebar, then selecting API keys . Click the copy button to get your API key. Voiceflow Project ID : Enter your Voiceflow Project ID , which is found in the General tab of your project's settings. Click Yes, Continue to Voiceflow . Your Voiceflow account is now successfully connected to Zapier. About Voiceflow's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Start Agent Conversation - Sends a launch request to your agent, beginning the conversation. Send Event to Agent - Triggers a custom event in your project. Make Outbound Call - Triggers an outbound call by your agent. Send Message to Agent - Sends a message to a conversation with an agent. Make sure you've begun the conversation before using this step! Limitations No triggers are currently available on Zapier, however you can use webhooks to trigger Voiceflow events . Rate limits apply to API requests , which can result in \"Too Many Requests\" errors (HTTP 429) when limits are exceeded. Voice calls have a maximum duration limit of 30 minutes, after which all calls automatically end. Concurrent call limits are restricted based on your workspace's plan, which may limit simultaneous integrations. User silence timeout of 3 minutes will automatically end calls . Templates View all of Voiceflow's templates . Additional Voiceflow resources Zapier's Voiceflow integration page Voiceflow's Help Center Voiceflow's API documentation ", "error": null, "slug": "voiceflow", "help_title": "How to get started with Voiceflow on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/17181187825677-How-to-get-started-with-DocsBot-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/17181187825677-How-to-get-started-with-DocsBot-AI-on-Zapier", "title": "How to get started with DocsBot AI on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "How to get started with DocsBot AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence DocsBot AI How to get started with DocsBot AI on Zapier Updated June 29, 2023 11:00 Connect to DocsBot AI on Zapier DocsBot AI uses API keys to authenticate your account on Zapier. Required authentication fields DocsBot API Key Team ID Bot ID Additional authentication instructions Getting your API key. Learn more about authenticating your DocsBot AI account in Zapier. About DocsBot AI's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Is a paid DocsBot AI plan required? Yes View DocsBot AI's plans . Are any special account permissions required? No Are there usage limits? No Are there pagination limits? No Do trigger samples use real data from your account or generic data? Not applicable Are custom fields supported? No Do update actions overwrite or append to existing data? Not applicable Is there any additional info? Yes Find additional info about using DocsBot AI in Zapier. ", "error": null, "slug": "docsbot-ai", "help_title": "How to get started with DocsBot AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/27778928025741-How-to-get-started-with-Sage-Intacct-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/27778928025741-How-to-get-started-with-Sage-Intacct-on-Zapier", "title": "How to get started with Sage Intacct on Zapier", "auth_signals": ["premium"], "prerequisites": "Prerequisites To use the Sage Intacct app on Zapier, you must have: A paid Zapier account. Sage Intacct is a premium app on Zapier. A paid Sage Intacct plan. View Sage Intacct plans .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Sage Intacct How to get started with Sage Intacct on Zapier Updated February 13, 2026 11:25 Sage Intacct and Zapier connect so you can automate accounting workflows. Sync invoices, contacts, and payments with thousands of other apps. Prerequisites To use the Sage Intacct app on Zapier, you must have: A paid Zapier account. Sage Intacct is a premium app on Zapier. A paid Sage Intacct plan. View Sage Intacct plans . Connect Sage Intacct to Zapier To create an app connection to Sage Intacct on Zapier: Go to the Apps page . Click + Add connection . In the dialog, search for and select Sage Intacct . Click Add connection . A new browser tab or window will open. Log into Sage Intacct to authenticate. Grant Zapier permission to access your account if prompted to. Your Sage Intacct account is now successfully connected to Zapier. About Sage Intacct's app", "text": "How to get started with Sage Intacct on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Sage Intacct How to get started with Sage Intacct on Zapier Updated February 13, 2026 11:25 Sage Intacct and Zapier connect so you can automate accounting workflows. Sync invoices, contacts, and payments with thousands of other apps. Prerequisites To use the Sage Intacct app on Zapier, you must have: A paid Zapier account. Sage Intacct is a premium app on Zapier. A paid Sage Intacct plan. View Sage Intacct plans . Connect Sage Intacct to Zapier To create an app connection to Sage Intacct on Zapier: Go to the Apps page . Click + Add connection . In the dialog, search for and select Sage Intacct . Click Add connection . A new browser tab or window will open. Log into Sage Intacct to authenticate. Grant Zapier permission to access your account if prompted to. Your Sage Intacct account is now successfully connected to Zapier. About Sage Intacct's app Triggers, searches, and actions Triggers New Invoice - Triggers when a new invoice is created. New Contact - Triggers when a new contact is created. New Vendor - Triggers when a new vendor is created. New Payment Received (Accounts Receivable) - Triggers when a new AR payment is added. New Sales Invoice - Triggers when a new sales invoice is created. New Customer - Triggers when a new customer is created. New Vendor - Triggers when a new vendor is created. Searches Find Bill - Finds a bill based on a search criteria. Find Customer - Finds a customer based on a search criteria. Find Invoice - Finds an invoice based on a search criteria. Find Vendor - Finds a vendor based on a search criteria. Invoices - Finds invoices within a date range. Actions Create Bill - Creates a new bill. Create Contact - Creates a new contact. Create Customer - Creates a new customer. Create Invoice - Creates a new invoice. Create or Update Project Resource - Create a new project resources or updates an existing one. Create Vendor Invoice - Creates a new vendor invoice as a Purchasing Document. Update Bill - Updates an existing bill. Update Customer - Updates an existing customer Update Invoice - Updates an existing invoice. Update Vendor Invoice - Updates an existing vendor invoice. Limitations Only cloud-hosted Sage Intacct accounts are supported. Usage and rate limits depend on your organization's Sage Intacct Performance Tier . Zapier uses your organization's Web Services; Sage usage costs may apply. Custom fields are supported for all triggers and actions except the Create Contact action. Templates View all of Sage Intacct's templates . Use cases Guide to accounting automation Additional Sage Intacct resources Zapier's Sage Intacct integration page Sage Intacct's Help Center Sage Intacct's API documentation ", "error": null, "slug": "sage-intacct", "help_title": "How to get started with Sage Intacct on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38950923151117-How-to-get-started-with-Pinecone-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38950923151117-How-to-get-started-with-Pinecone-on-Zapier", "title": "How to get started with Pinecone on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Pinecone app on Zapier, you must have: A Pinecone account (free Starter plan or any paid plan). A Pinecone API key generated from the Pinecone console. For users on Starter plan: API key permissions are fixed to \"All\" and cannot be customized. At least one Pinecone index created in your project.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Pinecone How to get started with Pinecone on Zapier Updated August 20, 2025 10:08 Pinecone and Zapier connect to automate vector database workflows. You can trigger actions when index status changes and add records or search data. Prerequisites To use the Pinecone app on Zapier, you must have: A Pinecone account (free Starter plan or any paid plan). A Pinecone API key generated from the Pinecone console. For users on Starter plan: API key permissions are fixed to \"All\" and cannot be customized. At least one Pinecone index created in your project. Connect Pinecone to Zapier To create an app connection to Pinecone on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pinecone . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field , e nter your Pinecone API key . Click Yes, Continue to Pinecone . Your Pinecone account is now successfully connected to Zapier. About Pinecone's app", "text": "How to get started with Pinecone on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Pinecone How to get started with Pinecone on Zapier Updated August 20, 2025 10:08 Pinecone and Zapier connect to automate vector database workflows. You can trigger actions when index status changes and add records or search data. Prerequisites To use the Pinecone app on Zapier, you must have: A Pinecone account (free Starter plan or any paid plan). A Pinecone API key generated from the Pinecone console. For users on Starter plan: API key permissions are fixed to \"All\" and cannot be customized. At least one Pinecone index created in your project. Connect Pinecone to Zapier To create an app connection to Pinecone on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Pinecone . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field , e nter your Pinecone API key . Click Yes, Continue to Pinecone . Your Pinecone account is now successfully connected to Zapier. About Pinecone's app Triggers, searches, and actions Triggers Index Status Change - Triggers when the status of any Pinecone index changes. (Polling - Zapier checks for new data every 15 min on the Free plan) Searches Advanced: Describe Index Stats - For power users: Returns detailed statistics for a Pinecone index. Not needed for most Zapier workflows. List Indexes - Lists all Pinecone indexes in your project. Advanced: List Records - For power users: Lists all records in a Pinecone index. Not needed for most Zapier workflows. Advanced: Describe Index - For power users: Returns detailed configuration and status for a Pinecone index. Not needed for most Zapier workflows. Advanced: Describe Namespace - For power users: Returns detailed information about a Pinecone namespace. Not needed for most Zapier workflows. List Namespaces - Lists all namespaces in a Pinecone index. Search Records - Searches for records in a Pinecone index using a text query. Actions Configure Index - Configures a Pinecone index (e.g., pod type, replicas, deletion protection, tags). Delete Index - Deletes a Pinecone index. Delete Record - Deletes a record (vector) from Pinecone by ID. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Add Record - Embeds a record and upserts it to Pinecone in one step. Create Index - Creates a new Pinecone index with specified configuration. Delete Namespace - Deletes all vectors in a Pinecone namespace. Update Record - Updates the text and/or metadata for a record in Pinecone. Limitations Rate limits vary by pricing plan. Starter plan has 1,000,000 read units per month and 2,000,000 write units per month limits, while Standard and Enterprise plans have unlimited monthly limits. Learn more about the known limitations and feature restrictions in Pinecone , including eventual consistency, and supported data types. Templates View all of Pinecone's templates . Additional Pinecone resources Zapier's Pinecone integration page Pinecone's API documentation ", "error": null, "slug": "pinecone", "help_title": "How to get started with Pinecone on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496058826765-How-to-Get-Started-With-Amazon-EC2", "final_url": "https://help.zapier.com/hc/en-us/articles/8496058826765-How-to-Get-Started-With-Amazon-EC2", "title": "How to Get Started With Amazon EC2", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Amazon EC2 How to Get Started With Amazon EC2 Updated February 06, 2024 09:28 You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add an EC2 account to Zapier, you should follow these instructions . They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select EC2 instead of SES where applicable.", "text": "How to Get Started With Amazon EC2 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Amazon EC2 How to Get Started With Amazon EC2 Updated February 06, 2024 09:28 You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add an EC2 account to Zapier, you should follow these instructions . They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select EC2 instead of SES where applicable. ", "error": null, "slug": "amazon-ec2", "help_title": "How to Get Started With Amazon EC2"}
{"url": "https://help.zapier.com/hc/en-us/articles/36179817307277-How-to-get-started-with-Oracle-Eloqua-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/36179817307277-How-to-get-started-with-Oracle-Eloqua-on-Zapier", "title": "How to get started with Oracle Eloqua on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Oracle Eloqua app on Zapier, you must have: A paid Oracle Eloqua plan .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Oracle Eloqua How to get started with Oracle Eloqua on Zapier Updated May 12, 2026 11:48 Oracle Eloqua and Zapier connect to automate your marketing automation workflows. You can manage contacts, track campaigns, and sync marketing data with other apps. Prerequisites To use the Oracle Eloqua app on Zapier, you must have: A paid Oracle Eloqua plan . Connect Oracle Eloqua to Zapier To create an app connection to Oracle Eloqua on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Oracle Eloqua . Click Add connection . A new browser tab or window will open. Log into Oracle Eloqua and grant Zapier permission to access your account. Your Oracle Eloqua account is now successfully connected to Zapier. About Oracle Eloqua's app", "text": "How to get started with Oracle Eloqua on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Oracle Eloqua How to get started with Oracle Eloqua on Zapier Updated May 12, 2026 11:48 Oracle Eloqua and Zapier connect to automate your marketing automation workflows. You can manage contacts, track campaigns, and sync marketing data with other apps. Prerequisites To use the Oracle Eloqua app on Zapier, you must have: A paid Oracle Eloqua plan . Connect Oracle Eloqua to Zapier To create an app connection to Oracle Eloqua on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Oracle Eloqua . Click Add connection . A new browser tab or window will open. Log into Oracle Eloqua and grant Zapier permission to access your account. Your Oracle Eloqua account is now successfully connected to Zapier. About Oracle Eloqua's app Triggers, searches, and actions Triggers New Contact (Polling) - Triggers when a new contact is created. Updated Contact (Polling) - Triggers when a contact is updated. Searches Find Contact - Finds an existing contact. Actions Create Contact - Creates a new contact. Update Contact - Updates an existing contact. Limitations Pagination limits apply. Count parameter accepts values between 1 and 1000. Update actions overwrite existing data. When creating custom actions for Oracle Eloqua, you may need to edit the API endpoint URL using the code editor. Templates View all of Oracle Eloqua's templates Additional Oracle Eloqua resources Zapier's Oracle Eloqua integration page Oracle Eloqua API documentation ", "error": null, "slug": "oracle-eloqua", "help_title": "How to get started with Oracle Eloqua on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/45339386386189-How-to-get-started-with-LumApps-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/45339386386189-How-to-get-started-with-LumApps-on-Zapier", "title": "How to get started with LumApps on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the LumApps app on Zapier, you must have: A LumApps account with access to your organization's intranet. Your LumApps site URL, including the site slug path (for example, https://yourcompany.lumapps.com/a/your-site or https://intranet.yourcompany.com/home/ ). Your refresh token. Find your LumApps refresh token You'll need to generate a refresh token in LumApps to", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication LumApps How to get started with LumApps on Zapier Updated April 27, 2026 07:57 How to get started with LumApps on Zapier LumApps and Zapier connect to automate your work. You can trigger actions when new content is published or community posts are created, and send notifications to your intranet. Prerequisites To use the LumApps app on Zapier, you must have: A LumApps account with access to your organization's intranet. Your LumApps site URL, including the site slug path (for example, https://yourcompany.lumapps.com/a/your-site or https://intranet.yourcompany.com/home/ ). Your refresh token. Find your LumApps refresh token You'll need to generate a refresh token in LumApps to connect to Zapier. To get your refresh token: Open one of the following URLs in your browser: If you have a custom domain: https://login.lumapps.com/v1/urls?domain=your.domain.com (replace your.domain.com with your intranet domain) If you use a slug: https://login.lumapps.com/v1/urls?slug=your-slug (replace your-slug with your organization's slug). Copy the link shown in the url property from the JSON response and open it in a new browser tab. Log in with your LumApps credentials. Go to https://login.lumapps.com/v1/get-token . Copy the value of the refreshToken property from the JSON response. Save this token to use when connecting to Zapier. Connect LumApps to Zapier To create an app connection to LumApps on Zapier: Go to the Apps page . Click + Add connection . Search for and select LumApps . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: URL : Enter your full LumApps site URL, including the slug path (for example, https://intranet.yourcompany.com/home/ ). Refresh Token : Paste the refresh token you obtained in Find your LumApps refresh token . 7. Click Yes, Continue to LumApps . Your LumApps account is now successfully connected to Zapier. Note When you copy your refresh token, make sure there are no extra spaces before or after the value. Extra whitespace can cause the connection to fail. About LumApps's app", "text": "How to get started with LumApps on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication LumApps How to get started with LumApps on Zapier Updated April 27, 2026 07:57 How to get started with LumApps on Zapier LumApps and Zapier connect to automate your work. You can trigger actions when new content is published or community posts are created, and send notifications to your intranet. Prerequisites To use the LumApps app on Zapier, you must have: A LumApps account with access to your organization's intranet. Your LumApps site URL, including the site slug path (for example, https://yourcompany.lumapps.com/a/your-site or https://intranet.yourcompany.com/home/ ). Your refresh token. Find your LumApps refresh token You'll need to generate a refresh token in LumApps to connect to Zapier. To get your refresh token: Open one of the following URLs in your browser: If you have a custom domain: https://login.lumapps.com/v1/urls?domain=your.domain.com (replace your.domain.com with your intranet domain) If you use a slug: https://login.lumapps.com/v1/urls?slug=your-slug (replace your-slug with your organization's slug). Copy the link shown in the url property from the JSON response and open it in a new browser tab. Log in with your LumApps credentials. Go to https://login.lumapps.com/v1/get-token . Copy the value of the refreshToken property from the JSON response. Save this token to use when connecting to Zapier. Connect LumApps to Zapier To create an app connection to LumApps on Zapier: Go to the Apps page . Click + Add connection . Search for and select LumApps . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: URL : Enter your full LumApps site URL, including the slug path (for example, https://intranet.yourcompany.com/home/ ). Refresh Token : Paste the refresh token you obtained in Find your LumApps refresh token . 7. Click Yes, Continue to LumApps . Your LumApps account is now successfully connected to Zapier. Note When you copy your refresh token, make sure there are no extra spaces before or after the value. Extra whitespace can cause the connection to fail. About LumApps's app Triggers, searches, and actions Triggers New Community Post (Polling) - Triggers on a new community post. New Published Content (Polling) - Triggers on a new published content. New Notification (Polling) - Triggers on a new notification. Searches Find a Community - Finds a community by title. Actions Create Notification - Creates a notification for specified users. Available with an admin account only. Create Community Post - Creates a post in a specified community. Limitations The Create Notification action requires a LumApps admin account. Templates View all of LumApps's templates Additional LumApps resources Zapier's LumApps integration page LumApps's API documentation LumApps's Help Center ", "error": null, "slug": "lumapps", "help_title": "How to get started with LumApps on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/36203842707213-Fixing-API-endpoint-URL-errors-in-custom-actions", "title": "Fixing API endpoint URL errors in custom actions", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "", "text": "Fixing API endpoint URL errors in custom actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions & API Requests actions Fixing API endpoint URL errors in custom actions Updated August 14, 2026 09:42 When testing a custom action , you get an error message which indicates the domain or API endpoint is incorrect for the API request. Causes This error occurs because the custom action’s API endpoint URL is incorrect. Apps such as Glean, Workday, Oracle Eloqua, Jira Software Cloud, and Egnyte require the API endpoint URL to include a unique identifier specific to your organization. Custom actions cannot generate this identifier because these URLs are dynamic. For example, Glean’s API requires the subdomain to be specified in the URL when making the API request. How to fix it In your app’s API documentation, find the format required for an API endpoint. Edit the code in your custom action. In the Custom Action Builder , in the left panel , click the Advanced tab. In the Code editor, find the API URL and adjust it according to the format the app expects. In the right panel, click Run test. Retesting the action should then allow your custom action to reach your domain with the expected endpoint URL. Glean Glean API requests for Glean require a subdomain . For example, if your Glean subdomain is mycompany-be , the API endpoint URL must contain the subdomain. https://mycompany-be.glean.com/rest/api/v1/getdocuments . For more information on Glean’s API, refer to their API documentation . Workday Workday API requests for Workday require the tenantHostname and tenant . For example, the tenantHouse is impl.wd12.myworkday.com and your tenant is mytenant . The API endpoint URL must contain the tenantHouse and tenant. https://impl-services1.wd12.myworkday.com/ccx/api/v1/mytenant The URL structure can also be represented more generally as: https:///api/// You can find this information in the address bar after logging into Workday. https://impl.wd12.myworkday.com/mytenant/d/home.htmld For more information on Workday’s API, refer to: REST Concepts REST Directory Oracle Eloqua Oracle Eloqua API requests for Oracle Eloqua require a base URL . For example, if your Oracle Eloqua base URL is https://secure.p03.eloqua.com , the API endpoint URL must contain the base URL. https://secure.p03.eloqua.com/API/Rest/2.0?page=5&count=30 For more information on Oracle’s Eloqua’s API, refer to Oracle Eloqua’s API documentation . Note The base URL is subject to change from time to time. If you notice that the Zap shows errors or the URL looks different when you log into your Oracle Eloqua account, you might need to update the API endpoint URL in your custom action. Jira Software Cloud Jira Software Cloud To make API requests for Jira Software Cloud, you must use the correct base URL and your unique cloud ID . 1. Find the Base URL The base URL is your Jira instance type, either a Standard Cloud or an Atlassian Government Cloud (AGC) account. Check below the appropriate URL for your instance type. 2. Retrieve the cloud ID cloudId is a unique identifier required for every Jira Software Cloud API endpoint. It must be retrieved dynamically via an API call and cannot be hardcoded. To retrieve your cloudId , make a GET request to the accessible-resources endpoint using the appropriate base URL for your account type. Example request to retrieve a Cloud ID: Standard cloud: GET https://api.atlassian.com/oauth/token/accessible-resources AGC: GET https://api.atlassian-us-gov-mod.com/oauth/token/accessible-resources 3. Build the final URL Once you have both the base URL and the cloudID, you can construct the full URL in your API call. Final URL format: [Base URL]/ex/jira/[cloudID]/[API endpoint] For more information on Jira’s API, refer to: Jira Cloud REST API Accessible Resources (cloud ID lookup) Egnyte Egnyte API requests for Egnyte require a domain . For example, if your Egnyte domain is mycompany , the API endpoint URL must contain the domain. https://mycompany.egnyte.com/pubapi/v1/fs/Shared For more information on Egnyte’s API, refer to their API documentation . ", "error": null, "slug": "workday", "help_title": "Fixing API endpoint URL errors in custom actions"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496011099405-How-to-Get-Started-With-Amazon-CloudFront", "final_url": "https://help.zapier.com/hc/en-us/articles/8496011099405-How-to-Get-Started-With-Amazon-CloudFront", "title": "How to Get Started With Amazon CloudFront", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Amazon CloudFront How to Get Started With Amazon CloudFront Updated February 05, 2024 17:48 You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add a CloudFront account to Zapier, you should follow these instructions . They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select CloudFront instead of SES where applicable.", "text": "How to Get Started With Amazon CloudFront &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Amazon CloudFront How to Get Started With Amazon CloudFront Updated February 05, 2024 17:48 You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add a CloudFront account to Zapier, you should follow these instructions . They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select CloudFront instead of SES where applicable. ", "error": null, "slug": "amazon-cloudfront", "help_title": "How to Get Started With Amazon CloudFront"}
{"url": "https://help.zapier.com/hc/en-us/articles/34742196987661-Workday-error-Permission-denied", "final_url": "https://help.zapier.com/hc/en-us/articles/34742196987661-Workday-error-Permission-denied", "title": "Workday error: Permission denied", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Workday error: Permission denied &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Workday Workday error: Permission denied Updated March 31, 2026 16:18 When using either the Workday Create Time Off Request or Create Worker Time Block action, you see the error message “Permission denied”. You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when you are not a member of the required security group or when APIs are not enabled in your Workday account. How to fix it Only administrators of your Workday account can resolve the issue. Ensure you have the appropriate permissions before trying to fix this issue or contact an administrator. To fix the issue: Create Time Off Request action Contact your Workday administrator. Ask them to go to Initiating Action Request Time Off (REST Service) within Workday . In the Business Process Policy section, add your user to the appropriate group. Once you’ve been granted permission in Workday, reconnect your Workday app connection in Zapier. Create Worker Time Block action Contact your Workday administrator. Ask them to go to View Domain Security Policy for Process: Time Block REST APIs within Workday and add your user to the appropriate group with the following permissions: “View” and “Modify” permissions for reports and tasks related to worker time blocks. “Get and “Put” permissions for integrations related to worker time blocks. Once you’ve been granted permission in Workday, reconnect your Workday app connection in Zapier. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null, "slug": "workday", "help_title": "Workday error: Permission denied"}
{"url": "https://help.zapier.com/hc/en-us/articles/42035907012237-How-to-get-started-with-airfocus-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/42035907012237-How-to-get-started-with-airfocus-on-Zapier", "title": "How to get started with airfocus on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the airfocus app on Zapier, you must have: An active airfocus account with Professional or Enterprise plan. Access to at least one airfocus workspace where you want to create or manage items.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity airfocus How to get started with airfocus on Zapier Updated January 06, 2026 15:34 airfocus and Zapier connect to automate your work. You can trigger actions when new items are created and create or update items in your workspace. Prerequisites To use the airfocus app on Zapier, you must have: An active airfocus account with Professional or Enterprise plan. Access to at least one airfocus workspace where you want to create or manage items. Connect airfocus to Zapier To create an app connection to airfocus on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select airfocus . Click Add connection . A new browser tab or window will open. Log into airfocus to authenticate. Grant Zapier permission to access your account if prompted to. Your airfocus account is now successfully connected to Zapier. About airfocus's app", "text": "How to get started with airfocus on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity airfocus How to get started with airfocus on Zapier Updated January 06, 2026 15:34 airfocus and Zapier connect to automate your work. You can trigger actions when new items are created and create or update items in your workspace. Prerequisites To use the airfocus app on Zapier, you must have: An active airfocus account with Professional or Enterprise plan. Access to at least one airfocus workspace where you want to create or manage items. Connect airfocus to Zapier To create an app connection to airfocus on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select airfocus . Click Add connection . A new browser tab or window will open. Log into airfocus to authenticate. Grant Zapier permission to access your account if prompted to. Your airfocus account is now successfully connected to Zapier. About airfocus's app Triggers, searches, and actions Triggers New Item (Polling) - Triggers when a new item is created. Updated Item (Polling) - Triggers when an item is updated. New or Updated Item (Polling) - Triggers when a new item is created or an already existing item is updated. Searches Find Item - List items in an airfocus workspace Actions Create Item - Create an item in airfocus. Update Item - Update an item in airfocus. Delete Item - Delete an item in airfocus. Limitations Rate limiting applies with a default limit of 600 requests per minute per authenticated client. Templates View all of airfocus's templates . Additional airfocus resources Zapier's airfocus integration page airfocus's Help Center airfocus's API documentation ", "error": null, "slug": "airfocus", "help_title": "How to get started with airfocus on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/45971831363213-How-to-get-started-with-BrightHire-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/45971831363213-How-to-get-started-with-BrightHire-on-Zapier", "title": "How to get started with BrightHire on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the BrightHire app on Zapier, you must have: A BrightHire account with admin access to generate an API key. Find your BrightHire API key To find your BrightHire API key: Log into your BrightHire account . Go to Settings > REST API or navigate directly to BrightHire REST API settings . Generate a new API key. Copy the API key and store it securely.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources BrightHire How to get started with BrightHire on Zapier May 19, 2026 13:48 BrightHire and Zapier connect to automate your hiring workflows. You can trigger actions when interviews are completed and manage candidates, positions, and scheduled interviews. Prerequisites To use the BrightHire app on Zapier, you must have: A BrightHire account with admin access to generate an API key. Find your BrightHire API key To find your BrightHire API key: Log into your BrightHire account . Go to Settings > REST API or navigate directly to BrightHire REST API settings . Generate a new API key. Copy the API key and store it securely. Connect BrightHire to Zapier To create an app connection to BrightHire on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BrightHire . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API key field, enter your BrightHire API key . Click Yes, Continue to BrightHire . Your BrightHire account is now successfully connected to Zapier. About BrightHire's app", "text": "How to get started with BrightHire on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources BrightHire How to get started with BrightHire on Zapier May 19, 2026 13:48 BrightHire and Zapier connect to automate your hiring workflows. You can trigger actions when interviews are completed and manage candidates, positions, and scheduled interviews. Prerequisites To use the BrightHire app on Zapier, you must have: A BrightHire account with admin access to generate an API key. Find your BrightHire API key To find your BrightHire API key: Log into your BrightHire account . Go to Settings > REST API or navigate directly to BrightHire REST API settings . Generate a new API key. Copy the API key and store it securely. Connect BrightHire to Zapier To create an app connection to BrightHire on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BrightHire . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API key field, enter your BrightHire API key . Click Yes, Continue to BrightHire . Your BrightHire account is now successfully connected to Zapier. About BrightHire's app Triggers, searches, and actions Triggers New Completed Interview (Instant) - Triggers when an interview is completed in BrightHire. Searches Find Interview - Finds a completed interview by its BrightHire ID. Returns full details including transcript, recordings, notes, questions, and talk-time analytics. Find Scheduled Interview - Finds a scheduled interview by its BrightHire ID. Returns detailed information including candidate, guide, position, and interviewers. Actions Create Candidate - Creates a new candidate in BrightHire. Create Position - Creates a new position in BrightHire. Create Scheduled Interview - Creates a new scheduled interview in BrightHire. Delete Candidate - Deletes a candidate from BrightHire by their ID or ATS ID. Delete Interview - Deletes a completed interview from BrightHire by its ID. Delete Scheduled Interview - Deletes a scheduled interview from BrightHire by its ID or ATS ID. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Templates View all of BrightHire's templates . Additional BrightHire resources Zapier's BrightHire integration page BrightHire website ", "error": null, "slug": "brighthire", "help_title": "How to get started with BrightHire on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44896675611405-Workday-administrator-prerequisites-for-Zapier-connection", "final_url": "https://help.zapier.com/hc/en-us/articles/44896675611405-Workday-administrator-prerequisites-for-Zapier-connection", "title": "Workday administrator prerequisites for Zapier connection", "auth_signals": ["oauth", "username_password"], "prerequisites": "prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at Zap", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Workday Workday administrator prerequisites for Zapier connection Updated April 07, 2026 15:11 This guide is for Workday administrators who need to configure authentication for the Zapier Workday integration. This setup is required before users in your organization can connect Workday to Zapier . The integration supports two authentication methods: OAuth 2.0 (required): Handles REST API requests, read operations, triggers, and searches. Integration System User (ISU) (optional): Required for SOAP-based actions that create or modify records. OAuth 2.0 setup ISU setup OAuth 2.0 setup OAuth 2.0 is required for all Workday connections to Zapier. Register an API client in Workday and provide your users with the credentials they need. 1. Register an API client in Workday Log in to Workday as a user with administrative permissions. Search for Register API Client in the Workday search bar. Open the task. Fill in the required fields: Client Name: Enter a descriptive name (for example, Zapier Integration ). Client ID: Workday generates this automatically, or you can specify a custom value. Client Secret: Workday generates this automatically. Redirection URI: Enter https://zapier.com/dashboard/auth/oauth/return/App214709CLIAPI/ Copy the Token Endpoint URL (for example, https://impl-services1.wd12.myworkday.com/ccx/oauth2/mytenant/token ). Copy the Authorization Endpoint URL (for example, https://impl-services1.wd12.myworkday.com/ccx/oauth2/mytenant/authorize ). (Recommended) In the Scope or Functional Areas section, select only the functional areas your integration needs. This limits the OAuth token's access to specific Workday domains (for example, Worker Data, Time Tracking, or Procurement). Click Submit to create the API client. Save the Client ID and Client Secret . Learn more in Workday's documentation about registering an API client and managing API client access (scopes) . 2. Provide credentials to your users Share the following six credentials with each user who needs to connect Workday to Zapier: Client ID: From the API client registration in step 1. Client Secret: From the API client registration in step 1. Base URL: The first part of your Workday REST API endpoint (for example, https://impl-services1.wd12.myworkday.com ). Tenant: The last part of your Workday REST API endpoint (for example, mytenant ). Token Endpoint: The token endpoint", "text": "Workday administrator prerequisites for Zapier connection &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Workday Workday administrator prerequisites for Zapier connection Updated April 07, 2026 15:11 This guide is for Workday administrators who need to configure authentication for the Zapier Workday integration. This setup is required before users in your organization can connect Workday to Zapier . The integration supports two authentication methods: OAuth 2.0 (required): Handles REST API requests, read operations, triggers, and searches. Integration System User (ISU) (optional): Required for SOAP-based actions that create or modify records. OAuth 2.0 setup ISU setup OAuth 2.0 setup OAuth 2.0 is required for all Workday connections to Zapier. Register an API client in Workday and provide your users with the credentials they need. 1. Register an API client in Workday Log in to Workday as a user with administrative permissions. Search for Register API Client in the Workday search bar. Open the task. Fill in the required fields: Client Name: Enter a descriptive name (for example, Zapier Integration ). Client ID: Workday generates this automatically, or you can specify a custom value. Client Secret: Workday generates this automatically. Redirection URI: Enter https://zapier.com/dashboard/auth/oauth/return/App214709CLIAPI/ Copy the Token Endpoint URL (for example, https://impl-services1.wd12.myworkday.com/ccx/oauth2/mytenant/token ). Copy the Authorization Endpoint URL (for example, https://impl-services1.wd12.myworkday.com/ccx/oauth2/mytenant/authorize ). (Recommended) In the Scope or Functional Areas section, select only the functional areas your integration needs. This limits the OAuth token's access to specific Workday domains (for example, Worker Data, Time Tracking, or Procurement). Click Submit to create the API client. Save the Client ID and Client Secret . Learn more in Workday's documentation about registering an API client and managing API client access (scopes) . 2. Provide credentials to your users Share the following six credentials with each user who needs to connect Workday to Zapier: Client ID: From the API client registration in step 1. Client Secret: From the API client registration in step 1. Base URL: The first part of your Workday REST API endpoint (for example, https://impl-services1.wd12.myworkday.com ). Tenant: The last part of your Workday REST API endpoint (for example, mytenant ). Token Endpoint: The token endpoint URL from step 1. Authorization Endpoint: The authorization endpoint URL from step 1. The Base URL and Tenant come from your Workday REST API endpoint. For example, if your endpoint is https://impl-services1.wd12.myworkday.com/ccx/api/v1/mytenant , the Base URL is https://impl-services1.wd12.myworkday.com and the Tenant is mytenant . 3. Set OAuth user permissions The user who authorizes the OAuth connection needs appropriate permissions for the operations they want to perform. For read-only operations, minimal permissions are sufficient. To avoid granting excessive permissions to individual users, use ISU credentials for write operations. Refer to the ISU setup section for details. Once you complete these steps, users in your organization can connect Workday to Zapier with OAuth 2.0. ISU setup Integration System User (ISU) credentials are required for any actions that create or modify records in Workday using the SOAP API. ISU provides fine-grained permission control, data scope restrictions, and clear audit trails. Note Complete the OAuth 2.0 setup first. ISU is an additional layer on top of OAuth 2.0, not a replacement. 1. Create an Integration System User Log in to Workday as a user with Setup: Tenant Setup - Security and Security Administration permissions. Search for Create Integration System User in the Workday search bar. Open the task. Fill in the required fields: User Name: Enter a descriptive username (for example, zapier-hr-team or zapier-finance-team ). Password: Set a strong password. Description: Enter a description that explains the purpose (for example, Zapier integration user for HR team workflows ). Click Submit to create the ISU user. 2. Grant permissions to the ISU user Search for Maintain Integration System Security in Workday. Select the ISU user you created. Grant only the specific domain permissions needed for your integration, for example: Worker Data: Employee-related operations (hire, terminate, change job). Time Tracking: Time off requests and time entry operations. Recruiting: Job requisitions and candidate operations. Procurement: Supplier and invoice operations. Financials: Financial data. Payroll: Payroll data. For each domain, grant only the specific operations needed: Get: Read access. Put: Update access. Post: Create access. Delete: Delete access (rarely needed). Click Submit to save permissions. 3. Configure data scope (recommended) Limit data access for different teams by configuring the ISU user's data scope: Search for Maintain Integration System Security in Workday. Select your ISU user. Configure Domain Policies to restrict access: Organization restrictions: Limit to specific organizations or organizational units. Worker restrictions: Limit to specific worker populations (for example, exclude executives or contractors). Location restrictions: Limit to specific locations or regions. Company restrictions: Limit to specific companies. Click Submit to save data scope restrictions. For sensitive data domains (Payroll, Financials), consider excluding these domains entirely for non-finance teams and creating separate ISU users with specific access for finance and payroll teams. 4. Provide ISU credentials to your users Share the following two credentials with each user who needs ISU access: ISU username: The username you created in step 1. ISU password: The password you set in step 1. ISU credentials are optional. If you do not provide them, actions that create or modify records using the SOAP API will not be available, but REST-based read operations will still work using OAuth 2.0. Once you complete these steps, users in your organization can connect Workday to Zapier with both OAuth 2.0 and ISU credentials. Best practices: team-based ISU setup For enterprise environments, create separate ISU users for each team with appropriate data scopes. HR and people operations Purpose: Handle employee lifecycle operations without access to financial data. Permissions: Worker Data: Get, Put, Post (for hire, terminate, change job). Time Tracking: Get, Put, Post (for time off requests). Recruiting: Get, Put, Post (for job requisitions). Data scope restrictions: Exclude Payroll and Financials entirely; limit to HR organizational units only. Procurement and finance Purpose: Handle supplier and invoice operations with access to financial data. Permissions: Procurement: Get, Put, Post (for supplier and invoice operations). Financials: Get (for financial reporting). Payroll: Get (for payroll reporting, if needed). Data scope restrictions: Limit to finance organizational units; include payroll data only when needed for reporting. Payroll Purpose: Handle payroll-specific operations. Permissions: Payroll: Get, Put, Post (for payroll operations). Worker Data: Get (for worker information needed for payroll). Data scope restrictions: Limit to payroll organizational units only; exclude other sensitive domains you do not need. Troubleshooting \"Authentication failed\" error Verify the Client ID and Client Secret are correct. Check that the Token Endpoint and Authorization Endpoint URLs are correct. Ensure the Base URL and Tenant values match your Workday REST API endpoint. \"Invalid ISU credentials\" error Verify the ISU username and password are correct. Check that the ISU user has the required permissions for the operation. Ensure the ISU user has not been deactivated in Workday. \"Permission denied\" error Check that the OAuth user (for read operations) or ISU user (for write operations) has the required permissions. Verify domain permissions are granted correctly in Workday. Check that data scope restrictions are not blocking access to the required data. Learn more in Workday error: Permission denied . Actions requiring ISU are not available Ensure ISU credentials have been entered in the Zapier connection settings. Verify both ISU username and password are provided (both are required). Check that the ISU user has the necessary permissions for the action. ", "error": null, "slug": "workday", "help_title": "Workday administrator prerequisites for Zapier connection"}
{"url": "https://help.zapier.com/hc/en-us/articles/32830659249549-How-to-get-started-with-Workday-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/32830659249549-How-to-get-started-with-Workday-on-Zapier", "title": "How to get started with Workday on Zapier", "auth_signals": ["oauth", "premium"], "prerequisites": "Prerequisites To use the Workday integration on Zapier, you must have: A paid Workday account (cloud-hosted). A paid Zapier account. Workday is a premium app on Zapier. OAuth2 credentials (Client ID, Client Secret, Base URL, Tenant, Token Endpoint, Authorization Endpoint) from your Workday administrator. Your administrator must complete a one-time setup before you connect. (Optional) Integration System User (ISU) credentials (ISU username, ISU password) from your Workday administrator. Your administrator must create and configure an ISU user in Workday . ISU is required for actions that create or modify records.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Workday How to get started with Workday on Zapier Updated July 22, 2026 08:21 Workday and Zapier connect to automate your workforce operations. You can trigger workflows from new hires, terminated employees, and expense reports, and create time off requests, job requisitions, and more. Available on plans: Free Professional Team Enterprise Prerequisites To use the Workday integration on Zapier, you must have: A paid Workday account (cloud-hosted). A paid Zapier account. Workday is a premium app on Zapier. OAuth2 credentials (Client ID, Client Secret, Base URL, Tenant, Token Endpoint, Authorization Endpoint) from your Workday administrator. Your administrator must complete a one-time setup before you connect. (Optional) Integration System User (ISU) credentials (ISU username, ISU password) from your Workday administrator. Your administrator must create and configure an ISU user in Workday . ISU is required for actions that create or modify records. Connect Workday to Zapier The Workday integration uses a dual authentication approach: OAuth2 (required): Used for REST API requests, read operations, triggers, and searches. Integration System User (ISU) (optional): Required for SOAP-based actions that create or modify records (for example, Hire Employee, Create Time Off Request, Update Supplier). When ISU credentials are provided in Zapier, they take precedence for all SOAP-based requests. You can use both methods together: OAuth2 handles REST-based reads, while ISU handles SOAP-based writes. Connect your account To create an app connection to Workday on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Workday . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Client ID : Enter the Client ID from your Workday administrator. Client Secret : Enter the Client Secret from your Workday administrator. Base URL : Enter the first part of your Workday REST API endpoint (for example, https://impl-services1.wd12.myworkday.com ). Tenant : Enter the last part of your Workday REST API endpoint (for example, mytenant ). Token Endpoint : Enter the Token Endpoint URL from your Workday administrator. Authorization Endpoint : Enter the Authorization Endpoint URL from your Workday administrator. ISU username (optional): Enter the ISU us", "text": "How to get started with Workday on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Human resources Workday How to get started with Workday on Zapier Updated July 22, 2026 08:21 Workday and Zapier connect to automate your workforce operations. You can trigger workflows from new hires, terminated employees, and expense reports, and create time off requests, job requisitions, and more. Available on plans: Free Professional Team Enterprise Prerequisites To use the Workday integration on Zapier, you must have: A paid Workday account (cloud-hosted). A paid Zapier account. Workday is a premium app on Zapier. OAuth2 credentials (Client ID, Client Secret, Base URL, Tenant, Token Endpoint, Authorization Endpoint) from your Workday administrator. Your administrator must complete a one-time setup before you connect. (Optional) Integration System User (ISU) credentials (ISU username, ISU password) from your Workday administrator. Your administrator must create and configure an ISU user in Workday . ISU is required for actions that create or modify records. Connect Workday to Zapier The Workday integration uses a dual authentication approach: OAuth2 (required): Used for REST API requests, read operations, triggers, and searches. Integration System User (ISU) (optional): Required for SOAP-based actions that create or modify records (for example, Hire Employee, Create Time Off Request, Update Supplier). When ISU credentials are provided in Zapier, they take precedence for all SOAP-based requests. You can use both methods together: OAuth2 handles REST-based reads, while ISU handles SOAP-based writes. Connect your account To create an app connection to Workday on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Workday . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Client ID : Enter the Client ID from your Workday administrator. Client Secret : Enter the Client Secret from your Workday administrator. Base URL : Enter the first part of your Workday REST API endpoint (for example, https://impl-services1.wd12.myworkday.com ). Tenant : Enter the last part of your Workday REST API endpoint (for example, mytenant ). Token Endpoint : Enter the Token Endpoint URL from your Workday administrator. Authorization Endpoint : Enter the Authorization Endpoint URL from your Workday administrator. ISU username (optional): Enter the ISU username if you have ISU credentials. ISU password (optional): Enter the ISU password if you have ISU credentials. Click Yes, Continue to Workday . Your Workday account is now successfully connected to Zapier. Tip If you're a Workday administrator, learn more in Workday administrator prerequisites for Zapier connection . About Workday's app Triggers, searches, and actions Triggers Business Process Event Completed (Polling) - Triggers when a business process event has been successfully completed. Employee Terminated (Polling) - Triggers when an employee is terminated. Expense Report Submitted (Polling) - Triggers when an expense report is submitted. Leave Request Submitted (Polling) - Triggers when a leave request is submitted for one of your direct reports. New Feedback Added to Worker (Polling) - Triggers when new anytime feedback is added to a worker. New Hire Created (Polling) - Triggers when a new hire is created. New Inbox Task (Polling) - Triggers when a new task appears in your inbox. New Supplier (Polling) - Triggers when a new supplier is added. New Supplier Invoice (Polling) - Triggers when a new supplier invoice is created. Run WQL Query (Polling) - Executes a custom WQL query and returns the results. Updated Supplier (Polling) - Triggers when a supplier is updated. Searches Find Purchase Order - Finds a purchase order by ID or other criteria. Find Records - Executes a WQL query and returns individual records. Find Supplier - Finds a supplier by ID or other criteria. Find Supplier Invoice - Finds supplier invoices by ID or other criteria. Find Supplier Payment - Searches for supplier payments. Find Worker by Email - Finds a worker by their email address. Actions Approve Task - Approves a task or business process event step that is awaiting approval. Change Job - Changes an employee's job details. Contract Contingent Worker - Contracts an existing pre-hire or applicant into a contingent worker position. Create Job Requisition - Creates a new job requisition. Create Position - Creates a new position opening for a supervisory organization. Create Pre-Hire - Adds a new pre-hire to the system. Create Supplier Credit Memo - Creates a credit memo for a supplier invoice. Create Time Off Request - Creates a new time off request. Create Worker Time Block - Creates a new worker time block. Hire Employee - Hires a new or existing pre-hire as an employee. Submit Feedback for Worker - Submits feedback for a worker. Update Compensation - Requests a compensation change for a worker. Update Supplier - Updates an existing supplier in Workday. Update Supplier Invoice - Updates an existing supplier invoice. Which authentication method each action uses Some actions use OAuth2 (REST API) and others use ISU (SOAP API). If you do not provide ISU credentials, SOAP-based actions will not be available. Uses ISU (SOAP API) Triggers: New Supplier New Supplier Invoice Updated Supplier Searches: Find Supplier Find Supplier Invoice Find Supplier Payment Actions: Change Job Contract Contingent Worker Create Job Requisition Create Position Create Pre-Hire Create Supplier Credit Memo Hire Employee Submit Feedback for Worker (requires both ISU and OAuth; your admin must configure both) Update Compensation Update Supplier Update Supplier Invoice Uses OAuth2 (REST API) Triggers: Business Process Event Completed Employee Terminated Expense Report Submitted Leave Request Submitted New Feedback Added to Worker New Hire Created New Inbox Task Run WQL Query Searches: Find Records Find Purchase Order Find Worker by Email Actions: Approve Task Create Time Off Request Create Worker Time Block Choosing fields from dropdowns In the Zap editor, for some triggers or actions, you may need to select additional fields using a dropdown menu. You can search for the desired fields, but you might need to click load more repeatedly. Alternatively, look up fields by WQL Alias In Workday, locate your report (for example, \"Data Sources\"). Filter the report for the specific data source (for example, \"All Workers\"). Click the data source record to view its details. Find the WQL Alias: In the data source details, locate the fields you need. Each field has a WQL Alias (for example, \"Legal Name\" has a WQL Alias of \"Full Legal Name\"). Use the WQL Alias in Zapier: In the Zap editor, enter the WQL Alias as a custom value in the Fields to Include in Response field. You can enter WQL aliases on separate lines or as a comma-separated list (for example, legalName_LastName , legalName_FirstName , fullLegalName ). Limitations ISU credentials are required for actions that create or modify records using the SOAP API. Without ISU, only REST-based read operations and a subset of write actions are available. When creating custom actions for Workday, you'll need to edit the API endpoint URL using the code editor. Templates View all of Workday's templates Use cases New: Automate workforce operations with Workday Additional Workday resources Zapier's Workday integration page Workday's API documentation Workday's Help Center ", "error": null, "slug": "workday", "help_title": "How to get started with Workday on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39458644140301-How-to-get-started-with-Gladia-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458644140301-How-to-get-started-with-Gladia-on-Zapier", "title": "How to get started with Gladia on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Gladia app on Zapier, you must have: A Gladia account", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Gladia How to get started with Gladia on Zapier Updated September 17, 2025 11:44 Gladia and Zapier connect to automate audio transcription. You can upload audio files and create transcriptions with AI-powered features. Prerequisites To use the Gladia app on Zapier, you must have: A Gladia account Connect Gladia to Zapier To create an app connection to Gladia on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Gladia . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key : field, enter your Gladia API key . Learn how to find your Gladia API key . Click Yes, Continue to Gladia . Your Gladia account is now successfully connected to Zapier. About Gladia's app", "text": "How to get started with Gladia on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Gladia How to get started with Gladia on Zapier Updated September 17, 2025 11:44 Gladia and Zapier connect to automate audio transcription. You can upload audio files and create transcriptions with AI-powered features. Prerequisites To use the Gladia app on Zapier, you must have: A Gladia account Connect Gladia to Zapier To create an app connection to Gladia on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Gladia . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key : field, enter your Gladia API key . Learn how to find your Gladia API key . Click Yes, Continue to Gladia . Your Gladia account is now successfully connected to Zapier. About Gladia's app Triggers, searches, and actions Triggers No triggers available. Searches No searches available. Actions Create Transcription - Create a transcription job for an uploaded audio file using Gladia AI. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Upload File - Upload an audio file to Gladia. Combine with the Create Transcription create to transcribe the file. Limitations Maximum audio length is 135 minutes per single request (120 minutes for direct YouTube links), with enterprise plans supporting up to 4h15. Audio files must not exceed 1000 MB in size, larger files will not be accepted by the API. Concurrency limits apply by plan type . Gladia free tier users are limited to 10 hours of transcription per month. Only specific audio and video formats are supported. Templates View all of Gladia's templates . Additional Gladia resources Zapier's Gladia integration page Gladia's Help Center Gladia's API documentation ", "error": null, "slug": "gladia-ca229109", "help_title": "How to get started with Gladia on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/41934062332301-How-to-get-started-with-Adobe-Workfront-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/41934062332301-How-to-get-started-with-Adobe-Workfront-on-Zapier", "title": "How to get started with Adobe Workfront on Zapier", "auth_signals": ["oauth", "premium"], "prerequisites": "Prerequisites To use the Adobe Workfront app on Zapier, you must have: A paid Zapier account. Adobe Workfront is a premium app on Zapier. An active Adobe Workfront account with one of the following subscription plans: Select, Prime, or Ultimate. System Administrator access level in Adobe Workfront. This is required to create OAuth2 applications and generate your Client ID and Secret needed for authentication. When creating the OAuth application in Adobe Workfront, use the following details: Redirect URL: https://zapier.com/dashboard/auth/oauth/return/App232449CLIAPI/ Suggested name: Zapier Workfront Integration", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Adobe Workfront How to get started with Adobe Workfront on Zapier Updated April 10, 2026 17:04 Adobe Workfront and Zapier connect to automate project management. You can trigger actions when projects are created or updated and create new projects or upload documents. Available on plans: Free Professional Team Enterprise Prerequisites To use the Adobe Workfront app on Zapier, you must have: A paid Zapier account. Adobe Workfront is a premium app on Zapier. An active Adobe Workfront account with one of the following subscription plans: Select, Prime, or Ultimate. System Administrator access level in Adobe Workfront. This is required to create OAuth2 applications and generate your Client ID and Secret needed for authentication. When creating the OAuth application in Adobe Workfront, use the following details: Redirect URL: https://zapier.com/dashboard/auth/oauth/return/App232449CLIAPI/ Suggested name: Zapier Workfront Integration Connect Adobe Workfront to Zapier To create an app connection to Adobe Workfront on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Adobe Workfront . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields using credentials generated in your Adobe Workfront OAuth2 application: Workfront Domain : Enter your Adobe Workfront domain . Client ID : Enter your Client ID . Client Secret : Enter your Client Secret . Click Yes, Continue to Adobe Workfront . Your Adobe Workfront account is now successfully connected to Zapier. About Adobe Workfront's app", "text": "How to get started with Adobe Workfront on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Adobe Workfront How to get started with Adobe Workfront on Zapier Updated April 10, 2026 17:04 Adobe Workfront and Zapier connect to automate project management. You can trigger actions when projects are created or updated and create new projects or upload documents. Available on plans: Free Professional Team Enterprise Prerequisites To use the Adobe Workfront app on Zapier, you must have: A paid Zapier account. Adobe Workfront is a premium app on Zapier. An active Adobe Workfront account with one of the following subscription plans: Select, Prime, or Ultimate. System Administrator access level in Adobe Workfront. This is required to create OAuth2 applications and generate your Client ID and Secret needed for authentication. When creating the OAuth application in Adobe Workfront, use the following details: Redirect URL: https://zapier.com/dashboard/auth/oauth/return/App232449CLIAPI/ Suggested name: Zapier Workfront Integration Connect Adobe Workfront to Zapier To create an app connection to Adobe Workfront on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Adobe Workfront . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields using credentials generated in your Adobe Workfront OAuth2 application: Workfront Domain : Enter your Adobe Workfront domain . Client ID : Enter your Client ID . Client Secret : Enter your Client Secret . Click Yes, Continue to Adobe Workfront . Your Adobe Workfront account is now successfully connected to Zapier. About Adobe Workfront's app Triggers, searches, and actions Triggers New Project (Polling) - Triggers when a new project is created. Updated Project (Polling) - Triggers when an existing project is updated. Searches Find User - Finds a user by name or email. Actions Create Project - Creates a new project in Adobe Workfront. Upload Document - Uploads a file as a document or proof. Update Project - Updates an existing project in Adobe Workfront. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits are enforced at 200 requests per minute. Default number of results at paginated at 500, with a maximum of 2,000 results per page. Templates View all of Adobe Workfront's templates . Additional Adobe Workfront resources Zapier's Adobe Workfront integration page Adobe Workfront's Help Center Adobe Workfront's API documentation ", "error": null, "slug": "adobe-workfront", "help_title": "How to get started with Adobe Workfront on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933162773517-How-to-get-started-with-Vercel-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933162773517-How-to-get-started-with-Vercel-on-Zapier", "title": "How to get started with Vercel on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Vercel app on Zapier, you must have: A Vercel account with access to the projects or teams you want to use in Zap workflows. A Vercel personal access token with the permissions needed for the", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Vercel How to get started with Vercel on Zapier Updated May 29, 2026 18:14 Vercel and Zapier connect so you can react to new projects and deployments and automate creating projects or deployments from other tools. Prerequisites To use the Vercel app on Zapier, you must have: A Vercel account with access to the projects or teams you want to use in Zap workflows. A Vercel personal access token with the permissions needed for the triggers, searches, and actions you plan to use. Optionally, a team ID if you want API requests scoped to a specific Vercel team (both fields are covered in Connect Vercel to Zapier below). Create a Vercel personal access token In the Vercel dashboard, open Account Settings , then Tokens (or use Vercel tokens ), and create a token with the scopes required for your Zap workflows. Copy the token when it is shown; you will paste it into Zapier as Vercel API Token . Vercel documents how to create a personal access token . Find a team ID (optional) If you use Team ID (optional) in the Zapier connection, Vercel API requests are scoped to that team. In the Vercel dashboard, open your team’s Settings and copy the team identifier Vercel shows there, or use the value your team uses elsewhere in the Vercel API. Connect Vercel to Zapier To create an app connection to Vercel on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Vercel . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Vercel API Token : Enter your personal access token . - Team ID (optional) : Enter your team ID only if you want requests scoped to that team. Click Yes, Continue to Vercel (or the button shown to finish the connection). Your Vercel account is now successfully connected to Zapier. About Vercel's app", "text": "How to get started with Vercel on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Vercel How to get started with Vercel on Zapier Updated May 29, 2026 18:14 Vercel and Zapier connect so you can react to new projects and deployments and automate creating projects or deployments from other tools. Prerequisites To use the Vercel app on Zapier, you must have: A Vercel account with access to the projects or teams you want to use in Zap workflows. A Vercel personal access token with the permissions needed for the triggers, searches, and actions you plan to use. Optionally, a team ID if you want API requests scoped to a specific Vercel team (both fields are covered in Connect Vercel to Zapier below). Create a Vercel personal access token In the Vercel dashboard, open Account Settings , then Tokens (or use Vercel tokens ), and create a token with the scopes required for your Zap workflows. Copy the token when it is shown; you will paste it into Zapier as Vercel API Token . Vercel documents how to create a personal access token . Find a team ID (optional) If you use Team ID (optional) in the Zapier connection, Vercel API requests are scoped to that team. In the Vercel dashboard, open your team’s Settings and copy the team identifier Vercel shows there, or use the value your team uses elsewhere in the Vercel API. Connect Vercel to Zapier To create an app connection to Vercel on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Vercel . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Vercel API Token : Enter your personal access token . - Team ID (optional) : Enter your team ID only if you want requests scoped to that team. Click Yes, Continue to Vercel (or the button shown to finish the connection). Your Vercel account is now successfully connected to Zapier. About Vercel's app Triggers, searches, and actions Triggers New Deployment (Polling) - Triggers when a new deployment is created in Vercel. New Project (Polling) - Triggers when a new project is created in Vercel. Searches Find Project - Searches for a project by name. Actions Create Project - Creates a new project in Vercel. Create Deployment - Creates a new deployment in Vercel from a Git source. Limitations New Deployment and New Project are polling triggers; new items are picked up on Zapier’s polling schedule, not the instant they occur in Vercel. Leave Team ID (optional) blank to use your token’s default scope (personal or team, depending on the token). Enter a team ID to scope all requests to that team. Vercel may enforce rate limits and other API constraints ; high-volume Zap workflows can hit those limits. Templates View all of Vercel's templates Additional Vercel resources Zapier's Vercel integration page Vercel REST API documentation Vercel Help Center ", "error": null, "slug": "vercel", "help_title": "How to get started with Vercel on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/17572110190605-How-to-get-started-with-Dante-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/17572110190605-How-to-get-started-with-Dante-AI-on-Zapier", "title": "How to get started with Dante AI on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Dante AI app on Zapier, you must have: A Dante AI Enterprise plan . Find your Dante AI credentials To find your API key: Go to the Dante AI application . Click your profile . Click Generate API Key . An email will be sent with instructions on how to get your API key.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Dante AI How to get started with Dante AI on Zapier Updated May 12, 2026 11:48 Dante AI and Zapier connect to automate your AI chatbot workflows. You can send messages to chatbots and integrate conversational AI into your automations. Prerequisites To use the Dante AI app on Zapier, you must have: A Dante AI Enterprise plan . Find your Dante AI credentials To find your API key: Go to the Dante AI application . Click your profile . Click Generate API Key . An email will be sent with instructions on how to get your API key. Connect Dante AI to Zapier To create an app connection to Dante AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dante AI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Dante AI API key . Click Yes, Continue to Dante AI . Your Dante AI account is now successfully connected to Zapier. About Dante AI's app", "text": "How to get started with Dante AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Dante AI How to get started with Dante AI on Zapier Updated May 12, 2026 11:48 Dante AI and Zapier connect to automate your AI chatbot workflows. You can send messages to chatbots and integrate conversational AI into your automations. Prerequisites To use the Dante AI app on Zapier, you must have: A Dante AI Enterprise plan . Find your Dante AI credentials To find your API key: Go to the Dante AI application . Click your profile . Click Generate API Key . An email will be sent with instructions on how to get your API key. Connect Dante AI to Zapier To create an app connection to Dante AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Dante AI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Dante AI API key . Click Yes, Continue to Dante AI . Your Dante AI account is now successfully connected to Zapier. About Dante AI's app Triggers, searches, and actions Triggers Import Knowledge Bases (Polling) - Retrieves your list of knowledge bases from Dante AI. Lead Capture (Polling) - Triggers when a new lead is captured on a fresh conversation on Dante AI. Searches Export Conversations - Export the latest conversations from the last period. Actions Add a Prompt - Send a prompt question to the Dante AI API and receive an answer. Templates View all of Dante AI's templates Additional Dante AI resources Zapier's Dante AI integration page Dante AI's API documentation Dante AI's Help Center ", "error": null, "slug": "dante-ai", "help_title": "How to get started with Dante AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933149035533-How-to-get-started-with-Ideogram-ai-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933149035533-How-to-get-started-with-Ideogram-ai-on-Zapier", "title": "How to get started with Ideogram.ai on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Ideogram.ai app on Zapier, you must have: An Ideogram.ai account with API access. An API key from the API Keys section of your Ideogram.ai account. Find your Ideogram.ai API key Create or copy an API key under API keys in your Ideogram.ai account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Ideogram.ai How to get started with Ideogram.ai on Zapier April 08, 2026 15:51 Ideogram.ai and Zapier connect to automate AI image workflows. You can generate images from text, remix and edit images, reframe, and replace backgrounds. Prerequisites To use the Ideogram.ai app on Zapier, you must have: An Ideogram.ai account with API access. An API key from the API Keys section of your Ideogram.ai account. Find your Ideogram.ai API key Create or copy an API key under API keys in your Ideogram.ai account. Connect Ideogram.ai to Zapier To create an app connection to Ideogram.ai on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Ideogram.ai . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Ideogram.ai API key . Click Yes, Continue to Ideogram.ai . Your Ideogram.ai account is now successfully connected to Zapier. About Ideogram.ai's app", "text": "How to get started with Ideogram.ai on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Ideogram.ai How to get started with Ideogram.ai on Zapier April 08, 2026 15:51 Ideogram.ai and Zapier connect to automate AI image workflows. You can generate images from text, remix and edit images, reframe, and replace backgrounds. Prerequisites To use the Ideogram.ai app on Zapier, you must have: An Ideogram.ai account with API access. An API key from the API Keys section of your Ideogram.ai account. Find your Ideogram.ai API key Create or copy an API key under API keys in your Ideogram.ai account. Connect Ideogram.ai to Zapier To create an app connection to Ideogram.ai on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Ideogram.ai . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Ideogram.ai API key . Click Yes, Continue to Ideogram.ai . Your Ideogram.ai account is now successfully connected to Zapier. About Ideogram.ai's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Generate Image From Text (V3) - Generates an image from a text prompt using the Ideogram.ai V3 API. Generate Image With Transparent Background (V3) - Generates an image with transparent background from a text prompt using the Ideogram.ai V3 API. Remix (V3) - Remixes an image based on a text prompt using the Ideogram.ai V3 API. Input image is cropped to the chosen aspect ratio. Supports JPEG, PNG, and WebP. Edit (V3) - Edits an image using a mask and prompt with the Ideogram.ai V3 API. The mask (black and white, same size as the image) marks regions to edit. Supports JPEG, PNG, and WebP. Reframe (V3) - Reframes a square image to a chosen resolution with the Ideogram.ai V3 API. Supports JPEG, PNG, and WebP. Replace Background (V3) - Replaces the background of an image using a prompt with the Ideogram.ai V3 API. The foreground subject is kept; the background is replaced based on the prompt and style. Supports JPEG, PNG, and WebP. Limitations The Ideogram.ai API applies a default cap of 10 inflight requests ; contact Ideogram.ai for higher throughput. Templates View all of Ideogram.ai's templates Additional Ideogram.ai resources Zapier's Ideogram.ai integration page Ideogram.ai API documentation Ideogram.ai docs ", "error": null, "slug": "ideogramai-ca237711", "help_title": "How to get started with Ideogram.ai on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/15605496367501-How-to-get-started-with-Taptiq-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15605496367501-How-to-get-started-with-Taptiq-on-Zapier", "title": "How to get started with Taptiq on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Taptiq app on Zapier, you must have: A Taptiq account (free or paid). Find your Taptiq credentials To find your API key: Log into Taptiq admin page . Go to the Integrations menu. Click Zapier . Click Enable Zapier integration . Copy the API Key from the corresponding field.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Taptiq How to get started with Taptiq on Zapier Updated May 12, 2026 11:48 Taptiq and Zapier connect to automate your engagement platform workflows. You can manage users, events, registrations, discussions, and push notifications. Prerequisites To use the Taptiq app on Zapier, you must have: A Taptiq account (free or paid). Find your Taptiq credentials To find your API key: Log into Taptiq admin page . Go to the Integrations menu. Click Zapier . Click Enable Zapier integration . Copy the API Key from the corresponding field. Connect Taptiq to Zapier To create an app connection to Taptiq on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Taptiq . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Zapier API Key : Enter your Taptiq API key . Click Yes, Continue to Taptiq . Your Taptiq account is now successfully connected to Zapier. About Taptiq's app", "text": "How to get started with Taptiq on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Taptiq How to get started with Taptiq on Zapier Updated May 12, 2026 11:48 Taptiq and Zapier connect to automate your engagement platform workflows. You can manage users, events, registrations, discussions, and push notifications. Prerequisites To use the Taptiq app on Zapier, you must have: A Taptiq account (free or paid). Find your Taptiq credentials To find your API key: Log into Taptiq admin page . Go to the Integrations menu. Click Zapier . Click Enable Zapier integration . Copy the API Key from the corresponding field. Connect Taptiq to Zapier To create an app connection to Taptiq on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Taptiq . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Zapier API Key : Enter your Taptiq API key . Click Yes, Continue to Taptiq . Your Taptiq account is now successfully connected to Zapier. About Taptiq's app Triggers, searches, and actions Triggers User: New Registration (Polling) - Triggers when a new user is registered. User: Account Deleted (Polling) - Triggers when a user has been deleted. User: Approval Request Received (Polling) - Triggers when a user is waiting for admin approval. User: Status Changed (Polling) - Triggers when a user status changed. User: Profile Info Update (Polling) - Triggers when a user updates their profile info. Event: Created or Updated (Polling) - Triggers when an event is created or updated. Event: New Registration (Polling) - Triggers when a user registers for an event. Event: Revoke Registration (Polling) - Triggers when a user revokes event registration. Discussions: New Discussion Created (Polling) - Triggers when a new discussion is created. Catalog: New Item Added (Polling) - Triggers when a new catalog item is created. Marketplace: Buy Button Clicked (Polling) - Triggers when a user clicks the Buy button. Content: Inappropriate Content Flagged (Polling) - Triggers when content is flagged as inappropriate. Searches No searches available for this app. Actions User: Create User - Creates a user in the related application. User: Update User - Updates an existing user profile by email. Event: Create an Event - Creates an event in the related application. Event: Registration - Registers a user to an event. Event: Unregister - Unregisters a user from an event. Push: Send a Push Notification - Sends a push notification. Templates View all of Taptiq's templates Additional Taptiq resources Zapier's Taptiq integration page Taptiq's Knowledge Base ", "error": null, "slug": "taptiq", "help_title": "How to get started with Taptiq on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496165903373-How-to-Get-Started-with-Blaze-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496165903373-How-to-Get-Started-with-Blaze-on-Zapier", "title": "How to Get Started with Blaze on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Blaze How to Get Started with Blaze on Zapier Updated February 06, 2024 09:24 About Blaze's Integration What kind of authentication does Blaze use? Blaze uses session authentication. Do I need a paid Blaze account to use Blaze with Zapier? You need a paid Blaze plan to use Blaze with Zapier. Do I need special account permissions in Blaze to use Blaze with Zapier? There aren't any specific Blaze account permissions to connect Blaze to Zapier. Are there any API token limits in Blaze when I use Blaze with Zapier? No, there are no token limits when", "text": "How to Get Started with Blaze on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Blaze How to Get Started with Blaze on Zapier Updated February 06, 2024 09:24 About Blaze's Integration What kind of authentication does Blaze use? Blaze uses session authentication. Do I need a paid Blaze account to use Blaze with Zapier? You need a paid Blaze plan to use Blaze with Zapier. Do I need special account permissions in Blaze to use Blaze with Zapier? There aren't any specific Blaze account permissions to connect Blaze to Zapier. Are there any API token limits in Blaze when I use Blaze with Zapier? No, there are no token limits when using Blaze with Zapier. Are there any webhook subscription limits in Blaze when I use Blaze with Zapier? Blaze doesn't have any webhook subscription limits when you use Blaze with Zapier. Are custom fields in Blaze supported when I use Blaze with Zapier? Yes, Blaze supports custom fields. Does Blaze use real trigger samples from my Blaze account? No triggers are available in Blaze at this time, only actions. What kind of Blaze hosted account can I use with Zapier? Blaze's Zapier integration supports cloud-hosted accounts only. Connecting with Blaze When you create a Blaze Zap, you'll be asked to log in to your Blaze account. Enter the email address used on your Blaze account in the Email field, then enter your Blaze password in the Password field. If all steps were successful, your Blaze account will be connected. ", "error": null, "slug": "blaze", "help_title": "How to Get Started with Blaze on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933162287373-How-to-get-started-with-Hex-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933162287373-How-to-get-started-with-Hex-on-Zapier", "title": "How to get started with Hex on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Hex app on Zapier, you must have: A Hex account with API access. An API token for your Hex account. Find your Hex API token Create or copy an API token in Hex API keys settings .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Hex How to get started with Hex on Zapier April 08, 2026 15:51 Hex and Zapier connect so you can monitor projects, workspace members, and runs; run published projects; manage sharing and groups; and embed published work in other tools. Prerequisites To use the Hex app on Zapier, you must have: A Hex account with API access. An API token for your Hex account. Find your Hex API token Create or copy an API token in Hex API keys settings . Connect Hex to Zapier To create an app connection to Hex on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Hex . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your Hex API token . Click Yes, Continue to Hex (or the button shown to finish the connection). Your Hex account is now successfully connected to Zapier. About Hex's app", "text": "How to get started with Hex on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Business intelligence Hex How to get started with Hex on Zapier April 08, 2026 15:51 Hex and Zapier connect so you can monitor projects, workspace members, and runs; run published projects; manage sharing and groups; and embed published work in other tools. Prerequisites To use the Hex app on Zapier, you must have: A Hex account with API access. An API token for your Hex account. Find your Hex API token Create or copy an API token in Hex API keys settings . Connect Hex to Zapier To create an app connection to Hex on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Hex . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your Hex API token . Click Yes, Continue to Hex (or the button shown to finish the connection). Your Hex account is now successfully connected to Zapier. About Hex's app Triggers, searches, and actions Triggers List Groups (Polling) - Triggers when a group is found in your Hex workspace. List Projects (Polling) - Triggers when a project is found in your Hex workspace. List Users (Polling) - Triggers when a user is found in your Hex workspace. New Project Run (Polling) - Triggers when a new API-triggered run appears for a Hex project. Searches Get Project - Retrieves metadata about a specific Hex project. Get Project Runs - Retrieves the run history for a Hex project, optionally filtered by status. Get Run Status - Retrieves the current status of a Hex project run. Actions Cancel Run - Cancels an in-progress Hex project run. Create Embed URL - Creates a presigned URL to embed a published Hex project. Create Group - Creates a new group in your Hex workspace. Create Project - Creates a new Hex project. Run Project - Triggers execution of a published Hex project. Share Project With Groups - Shares a Hex project with one or more groups at a specified access level. Share Project With Users - Shares a Hex project with one or more users at a specified access level. Update Project Status - Updates the status of a Hex project (or removes it). Limitations New Project Run only surfaces runs that are API-triggered for the project you select in the trigger. Templates View all of Hex's templates Additional Hex resources Zapier's Hex integration page Hex's API documentation Hex's Help Center ", "error": null, "slug": "hex", "help_title": "How to get started with Hex on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/15780778780813-How-to-get-started-with-Jasper-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15780778780813-How-to-get-started-with-Jasper-on-Zapier", "title": "How to get started with Jasper on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Jasper app on Zapier, you must have: A Jasper Business plan . API access requires the Business Plan tier. Workspace admin access to create an API key. Find your Jasper credentials To find your API key: Log into your Jasper workspace as an admin. Navigate to your workspace settings. Create a new API key. Copy the API key .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Jasper How to get started with Jasper on Zapier Updated May 12, 2026 11:48 Jasper and Zapier connect to automate your AI content creation workflows. You can generate content, manage campaigns, and integrate AI writing into your automations. Prerequisites To use the Jasper app on Zapier, you must have: A Jasper Business plan . API access requires the Business Plan tier. Workspace admin access to create an API key. Find your Jasper credentials To find your API key: Log into your Jasper workspace as an admin. Navigate to your workspace settings. Create a new API key. Copy the API key . Connect Jasper to Zapier To create an app connection to Jasper on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jasper . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Jasper API Key : Enter your Jasper API key . Click Yes, Continue to Jasper . Your Jasper account is now successfully connected to Zapier. About Jasper's app", "text": "How to get started with Jasper on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Jasper How to get started with Jasper on Zapier Updated May 12, 2026 11:48 Jasper and Zapier connect to automate your AI content creation workflows. You can generate content, manage campaigns, and integrate AI writing into your automations. Prerequisites To use the Jasper app on Zapier, you must have: A Jasper Business plan . API access requires the Business Plan tier. Workspace admin access to create an API key. Find your Jasper credentials To find your API key: Log into your Jasper workspace as an admin. Navigate to your workspace settings. Create a new API key. Copy the API key . Connect Jasper to Zapier To create an app connection to Jasper on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Jasper . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Jasper API Key : Enter your Jasper API key . Click Yes, Continue to Jasper . Your Jasper account is now successfully connected to Zapier. About Jasper's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Run a Command - Give Jasper a command to create content. Create a Blog Post - Create a full blog post with only a blog topic, tone, and intended audience. Run a Template - Run any default or custom template in Jasper by inserting the template ID and required fields. Summarize Content - Turn complex information into simple bullet points. Create a Product Description - Create a product description for a new or existing product. Templates View all of Jasper's templates Additional Jasper resources Zapier's Jasper integration page Jasper's Help Center ", "error": null, "slug": "jasper", "help_title": "How to get started with Jasper on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39458674874893-How-to-get-started-with-Hume-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458674874893-How-to-get-started-with-Hume-AI-on-Zapier", "title": "How to get started with Hume AI on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Hume AI app on Zapier, you must have: An active Hume AI account.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Hume AI How to get started with Hume AI on Zapier Updated September 10, 2025 15:09 Hume AI and Zapier connect to automate voice workflows. You can trigger actions when new voices are created and generate expressive text-to-speech audio. Prerequisites To use the Hume AI app on Zapier, you must have: An active Hume AI account. Connect Hume AI to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Hume AI . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your API key . Learn how to create a Hume AI API key . Click Yes, Continue to Hume AI . Your Hume AI account is now successfully connected to Zapier. About Hume AI's app", "text": "How to get started with Hume AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Hume AI How to get started with Hume AI on Zapier Updated September 10, 2025 15:09 Hume AI and Zapier connect to automate voice workflows. You can trigger actions when new voices are created and generate expressive text-to-speech audio. Prerequisites To use the Hume AI app on Zapier, you must have: An active Hume AI account. Connect Hume AI to Zapier Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Hume AI . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your API key . Learn how to create a Hume AI API key . Click Yes, Continue to Hume AI . Your Hume AI account is now successfully connected to Zapier. About Hume AI's app Triggers, searches, and actions Triggers New Voice - Triggers when a new voice is created. (Polling) Searches No searches available Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Generate Text to Speech - Convert text to speech using Hume AI's expressive text-to-speech technology. Limitations Rate limits for Text-to-Speech API apply. Request rate limit of 100 requests per minute, which may limit high-volume Zapier workflows. Text length restrictions apply . Maximum text length of 5,000 characters per request for Text-to-speech (TTS), which may require splitting longer content. Maximum description length of 1,000 characters for voice prompts and acting instructions. Only supports MP3, WAV, and PCM audio formats. Templates View all of Hume AI's templates . Additional Hume AI resources Zapier's Hume AI integration page Hume AI's Help Center Hume AI's API documentation ", "error": null, "slug": "hume-ai-ca228898", "help_title": "How to get started with Hume AI on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496048030989-How-to-Get-Started-with-Amazon-Polly-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496048030989-How-to-Get-Started-with-Amazon-Polly-on-Zapier", "title": "How to Get Started with Amazon Polly on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "How to Get Started with Amazon Polly on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Amazon Polly How to Get Started with Amazon Polly on Zapier Updated February 06, 2024 09:28 To get started with Amazon Polly on Zapier, first you will need to click to connect your Amazon Polly account to use with your Zap Next, you'll be asked to enter your Amazon Polly API key. To locate your API Key in your Amazon Polly account, please follow these steps: Log into your AWS Console Create a new Identity, only with Programmatic access: Search for \"polly\" and add the permission \"AmazonPollyFullAccess\" (your Zap needs this permission to generate the spoken-audio files): Search for \"IAMRead\" and add the permission \"IAMReadOnlyAccess\" (the system needs this permission to retrieve support info about the identity itself): Paste your key back into your Zapier account and then “Continue”. If all steps were successful your Amazon Polly account will now be successfully connected. ", "error": null, "slug": "amazon-polly", "help_title": "How to Get Started with Amazon Polly on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39458665895053-How-to-get-started-with-v0-dev-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458665895053-How-to-get-started-with-v0-dev-on-Zapier", "title": "How to get started with v0.dev on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the v0.dev app on Zapier, you must have: A V0.dev account with a Premium plan or higher.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence v0.dev How to get started with v0.dev on Zapier Updated September 29, 2025 09:38 V0.dev and Zapier connect to automate UI creation. You can trigger actions when new components are generated and create new projects or pages. Prerequisites To use the v0.dev app on Zapier, you must have: A V0.dev account with a Premium plan or higher. Connect v0.dev to Zapier To create an app connection to v0.dev on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select v0.dev . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your v0.dev API key . Generate an API key from your V0.dev account settings . Click Yes, Continue to v0.dev . Your v0.dev account is now successfully connected to Zapier. About v0.dev's app", "text": "How to get started with v0.dev on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence v0.dev How to get started with v0.dev on Zapier Updated September 29, 2025 09:38 V0.dev and Zapier connect to automate UI creation. You can trigger actions when new components are generated and create new projects or pages. Prerequisites To use the v0.dev app on Zapier, you must have: A V0.dev account with a Premium plan or higher. Connect v0.dev to Zapier To create an app connection to v0.dev on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select v0.dev . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your v0.dev API key . Generate an API key from your V0.dev account settings . Click Yes, Continue to v0.dev . Your v0.dev account is now successfully connected to Zapier. About v0.dev's app Triggers, searches, and actions Triggers New Chat (Polling) - Triggers when a new chat is created. New Project (Polling) - Triggers when a new project is created. Searches No searches available for this app Actions Create Chat - Create a new chat with v0 to generate code, components, or applications. Create Project - Creates a new v0 project with an optional description, icon, environment, variables, and instructions. Projects help organize chats and manage context. Delete Chat - Deletes an existing v0 chat using its chatId. This action is irreversible and will remove the chat and all associated data. Delete Project - Deletes an existing v0 project using its projectId. This action is irreversible and will remove the project and all associated data. Update Chat - Updates the metadata of an existing chat using its chatId. Supports changes to the chat name and privacy setting. Update Project - Updates the metadata of an existing project using its projectId. Supports changes to the project name, description, instructions, and privacy setting. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Rate limits apply to API usage . Premium users are limited to 10 API requests per minute with 3 concurrent requests, while Team users get 60 requests per minute with 10 concurrent requests. Templates View all of v0.dev's templates . Additional v0.dev resources Zapier's v0.dev integration page V0.dev's Help Center V0.dev's API documentation ", "error": null, "slug": "v0dev", "help_title": "How to get started with v0.dev on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496107933581-How-to-Get-Started-with-Engage-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496107933581-How-to-Get-Started-with-Engage-on-Zapier", "title": "How to Get Started with Engage on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Engage How to Get Started with Engage on Zapier Updated February 06, 2024 09:34 About Engage's Integration What kind of authentication does Engage use? Engage uses API Keys. Do I need a paid Engage account to use Engage with Zapier? You don't need a specific Engage plan to use Engage with Zapier. Do I need special account permissions in Engage to use Engage with Zapier? There aren't any specific Engage account permissions to connect Engage to Zapier. Are there any API token limits in Engage when I use Engage with Zapier? No, there are no token limits when", "text": "How to Get Started with Engage on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Engage How to Get Started with Engage on Zapier Updated February 06, 2024 09:34 About Engage's Integration What kind of authentication does Engage use? Engage uses API Keys. Do I need a paid Engage account to use Engage with Zapier? You don't need a specific Engage plan to use Engage with Zapier. Do I need special account permissions in Engage to use Engage with Zapier? There aren't any specific Engage account permissions to connect Engage to Zapier. Are there any API token limits in Engage when I use Engage with Zapier? No, there are no token limits when using Engage with Zapier. Are there any webhook subscription limits in Engage when I use Engage with Zapier? Engage doesn't have any webhook subscription limits when you use Engage with Zapier. Are custom fields in Engage supported when I use Engage with Zapier? No, Engage does not support custom fields. Does Engage use real trigger samples from my Engage account? No, Engage does not provide real trigger samples from your Engage account. Only generic samples are provided. What kind of Engage hosted account can I use with Zapier? Engage's Zapier integration supports cloud-hosted accounts only. Connecting with Engage When you create a Engage Zap, you'll be asked to log in to your Engage account. Enter your Engage Public Key and Private Key to connect your Engage account. You can get these keys when you go to Settings in your Engage dashboard. If all steps were successful, your Engage account will be connected. ", "error": null, "slug": "engage", "help_title": "How to Get Started with Engage on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933132487309-How-to-get-started-with-Rillet-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933132487309-How-to-get-started-with-Rillet-on-Zapier", "title": "How to get started with Rillet on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Rillet app on Zapier, you must have: A Rillet organization with API access enabled (contact Rillet if API access is not yet turned on for your account). An API key from Organization Settings in Rillet. Find your Rillet API key Open API access in Rillet, create or copy an API key, and choose Production or Test (Sandbox) when you", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Rillet How to get started with Rillet on Zapier Updated May 29, 2026 18:12 Rillet and Zapier connect to automate accounting workflows. You can trigger on new and updated invoices, customers, and contracts, and create, update, or find records in Rillet. Prerequisites To use the Rillet app on Zapier, you must have: A Rillet organization with API access enabled (contact Rillet if API access is not yet turned on for your account). An API key from Organization Settings in Rillet. Find your Rillet API key Open API access in Rillet, create or copy an API key, and choose Production or Test (Sandbox) when you connect to Zapier to match that key’s environment. Connect Rillet to Zapier To create an app connection to Rillet on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Rillet . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Environment : Select Production for live data or Test (Sandbox) for sandbox data. - API Key : Enter your Rillet API key from Organization Settings. Click Yes, Continue to Rillet . Your Rillet account is now successfully connected to Zapier. About Rillet's app", "text": "How to get started with Rillet on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Commerce Rillet How to get started with Rillet on Zapier Updated May 29, 2026 18:12 Rillet and Zapier connect to automate accounting workflows. You can trigger on new and updated invoices, customers, and contracts, and create, update, or find records in Rillet. Prerequisites To use the Rillet app on Zapier, you must have: A Rillet organization with API access enabled (contact Rillet if API access is not yet turned on for your account). An API key from Organization Settings in Rillet. Find your Rillet API key Open API access in Rillet, create or copy an API key, and choose Production or Test (Sandbox) when you connect to Zapier to match that key’s environment. Connect Rillet to Zapier To create an app connection to Rillet on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Rillet . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Environment : Select Production for live data or Test (Sandbox) for sandbox data. - API Key : Enter your Rillet API key from Organization Settings. Click Yes, Continue to Rillet . Your Rillet account is now successfully connected to Zapier. About Rillet's app Triggers, searches, and actions Triggers New Invoice (Polling) - Triggers when a new invoice is created in Rillet. Invoice Updated (Polling) - Triggers when an invoice is updated in Rillet. Invoice Payment Updated (Polling) - Triggers when a payment is recorded or updated for an invoice in Rillet. New Customer (Polling) - Triggers when a new customer is created in Rillet. Customer Updated (Polling) - Triggers when a customer is updated in Rillet. New Contract (Polling) - Triggers when a new contract is created in Rillet. Contract Updated (Polling) - Triggers when a contract is updated in Rillet. New Bill (Polling) - Triggers when a new bill is created in Rillet. New Vendor (Polling) - Triggers when a new vendor is created in Rillet. New Credit Memo (Polling) - Triggers when a new credit memo is created in Rillet. Searches Find Customer - Finds a customer by name or email. Find Invoice - Finds an invoice by customer or status. Find Contract - Finds a contract by customer or status. Find Product - Finds a product by name. Find Vendor - Finds a vendor by name. Actions Create Invoice - Creates a new invoice in Rillet. Create Customer - Creates a new customer in Rillet. Create Contract - Creates a new contract in Rillet. Update Customer - Updates an existing customer in Rillet. Update Invoice - Updates an existing invoice in Rillet. Create Invoice Payment - Records a payment against an invoice in Rillet. Update Contract - Updates an existing contract in Rillet. Record Usage - Records usage for a usage-based contract item in Rillet. Create Product - Creates a new product in Rillet. Create Vendor - Creates a new vendor in Rillet. Create Bill - Creates a new bill in Rillet. Limitations The Rillet API applies rate limits (for example, request quotas per minute). Heavy Zap workflows may need spacing or batching to stay within limits. Templates View all of Rillet's templates Additional Rillet resources Zapier's Rillet integration page Rillet's API documentation Rillet's Help Center ", "error": null, "slug": "rillet", "help_title": "How to get started with Rillet on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/10459821570701-How-to-get-started-with-Zoho-Show-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/10459821570701-How-to-get-started-with-Zoho-Show-on-Zapier", "title": "How to get started with Zoho Show on Zapier", "auth_signals": [], "prerequisites": "Prerequisites To use the Zoho Show app on Zapier, you must have: A Zoho Show account (free or paid).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Zoho Show How to get started with Zoho Show on Zapier Updated May 12, 2026 11:48 Zoho Show and Zapier connect to automate your presentation workflows. You can create and update presentations using templates. Prerequisites To use the Zoho Show app on Zapier, you must have: A Zoho Show account (free or paid). Connect Zoho Show to Zapier To create an app connection to Zoho Show on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Show . Click Add connection . A new browser window will open. Log in with your Zoho account . Grant Zapier permission to access your account if prompted. Your Zoho Show account is now successfully connected to Zapier. About Zoho Show's app", "text": "How to get started with Zoho Show on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Content & files Zoho Show How to get started with Zoho Show on Zapier Updated May 12, 2026 11:48 Zoho Show and Zapier connect to automate your presentation workflows. You can create and update presentations using templates. Prerequisites To use the Zoho Show app on Zapier, you must have: A Zoho Show account (free or paid). Connect Zoho Show to Zapier To create an app connection to Zoho Show on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Zoho Show . Click Add connection . A new browser window will open. Log in with your Zoho account . Grant Zapier permission to access your account if prompted. Your Zoho Show account is now successfully connected to Zapier. About Zoho Show's app Triggers, searches, and actions Triggers New Presentation Created (Polling) - Triggers when a new presentation is created. Searches No searches available for this app. Actions Create a Presentation - Creates a new presentation using a template from Zoho Show. Update a Presentation - Updates an existing presentation. Limitations Rate limit of 60 requests per minute per user. Pagination limit of 100 per page for presentation/template listings. Templates View all of Zoho Show's templates Additional Zoho Show resources Zapier's Zoho Show integration page Zoho Show's Help Center ", "error": null, "slug": "zoho-show", "help_title": "How to get started with Zoho Show on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39458643073293-How-to-get-started-with-LangChain-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458643073293-How-to-get-started-with-LangChain-on-Zapier", "title": "How to get started with LangChain on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the LangChain app on Zapier, you must have: An active LangChain account. Available on all plans.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence LangChain How to get started with LangChain on Zapier Updated September 10, 2025 14:34 Langchain and Zapier connect to automate AI workflows. You can trigger natural language actions and execute any Zapier action through AI agents. Prerequisites To use the LangChain app on Zapier, you must have: An active LangChain account. Available on all plans. Connect LangChain to Zapier To create an app connection to LangChain on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LangChain . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your LangSmith API key. Learn more about creating a LangSmith API key . Click Yes, Continue to LangChain . Your LangChain account is now successfully connected to Zapier. About LangChain's app", "text": "How to get started with LangChain on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence LangChain How to get started with LangChain on Zapier Updated September 10, 2025 14:34 Langchain and Zapier connect to automate AI workflows. You can trigger natural language actions and execute any Zapier action through AI agents. Prerequisites To use the LangChain app on Zapier, you must have: An active LangChain account. Available on all plans. Connect LangChain to Zapier To create an app connection to LangChain on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select LangChain . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your LangSmith API key. Learn more about creating a LangSmith API key . Click Yes, Continue to LangChain . Your LangChain account is now successfully connected to Zapier. About LangChain's app Triggers, searches, and actions Triggers New Dataset - Triggers when a new Langchain dataset is created. (Polling) Searches Find Datasets - Search for datasets with optional filters and pagination. Actions Create Example - Creates a new example in a Langchain dataset. Create Dataset - Creates a new dataset in Langchain for storing examples. Limitations API rate limits apply and vary based on your LangChain plan type. Templates View all of LangChain's templates . Additional LangChain resources Zapier's LangChain integration page LangChain's Help Center LangChain's API documentation ", "error": null, "slug": "langchain", "help_title": "How to get started with LangChain on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/38952924301453-How-to-get-started-with-Runway-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38952924301453-How-to-get-started-with-Runway-on-Zapier", "title": "How to get started with Runway on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Runway app on Zapier, you must have: A Runway developer account. An organization set up within your Runway developer account. A Runway API key. Credits added to your Runway organization (minimum $10 payment required at $0.01 per credit).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Runway How to get started with Runway on Zapier Updated August 20, 2025 11:56 Runway and Zapier connect to automate AI content creation. You can generate images from text prompts and retrieve task details automatically. Prerequisites To use the Runway app on Zapier, you must have: A Runway developer account. An organization set up within your Runway developer account. A Runway API key. Credits added to your Runway organization (minimum $10 payment required at $0.01 per credit). Connect Runway to Zapier To create an app connection to Runway on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Runway . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Runway API key . Click Yes, Continue to Runway . Your Runway account is now successfully connected to Zapier. About Runway's app", "text": "How to get started with Runway on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Runway How to get started with Runway on Zapier Updated August 20, 2025 11:56 Runway and Zapier connect to automate AI content creation. You can generate images from text prompts and retrieve task details automatically. Prerequisites To use the Runway app on Zapier, you must have: A Runway developer account. An organization set up within your Runway developer account. A Runway API key. Credits added to your Runway organization (minimum $10 payment required at $0.01 per credit). Connect Runway to Zapier To create an app connection to Runway on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Runway . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Runway API key . Click Yes, Continue to Runway . Your Runway account is now successfully connected to Zapier. About Runway's app Triggers, searches, and actions Triggers No triggers available Searches Get Task Details - Retrieve the details of a specific task by its ID. Actions Generate Image From Text - Create the task that generates an image from a text prompt using Runway's AI models. The task will be returned in the output fields. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Organizations are subject to tier-based limits including maximum concurrent generations (1-20 depending on tier), maximum daily generations (50-25,000 depending on tier), and maximum monthly spend ($100-$100,000 depending on tier). Images limited to 16MB, videos limited to 16MB, only specific formats supported (JPEG, PNG, WebP for images; MP4, WebM, MOV, OGG, H.264 for videos). Templates View all of Runway's templates . Additional Runway resources Zapier's Runway integration page Runway's Help Center Runway's API documentation ", "error": null, "slug": "runway", "help_title": "How to get started with Runway on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933132595725-How-to-get-started-with-Algolia-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933132595725-How-to-get-started-with-Algolia-on-Zapier", "title": "How to get started with Algolia on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Algolia app on Zapier, you must have: An Algolia application with at least one index you can access. Your Application ID and API keys from the Algolia dashboard. A Search API key with the ACLs needed for search, browse, and read steps you plan to use (for example, search , browse , or listIndexes ). A Write API key with the ACLs needed for any create, update, or delete actions (optional until you use those actions). Find your Algolia credentials In the Algolia dashboard, open API keys to copy your Application ID and to create or copy the Search API key and optional Write API key.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Algolia How to get started with Algolia on Zapier Updated May 29, 2026 18:14 Algolia and Zapier connect to automate search and indexing. You can browse index records, run searches, and add or update indexed data. Prerequisites To use the Algolia app on Zapier, you must have: An Algolia application with at least one index you can access. Your Application ID and API keys from the Algolia dashboard. A Search API key with the ACLs needed for search, browse, and read steps you plan to use (for example, search , browse , or listIndexes ). A Write API key with the ACLs needed for any create, update, or delete actions (optional until you use those actions). Find your Algolia credentials In the Algolia dashboard, open API keys to copy your Application ID and to create or copy the Search API key and optional Write API key. Connect Algolia to Zapier To create an app connection to Algolia on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Algolia . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Application ID : Enter your Algolia application ID . - Search API Key : Enter your search API key (for search queries, listing indices, and other read and search steps). - Write API Key (optional): Enter your write API key if you use actions that create, update, or delete records, indices, settings, rules, or synonyms. Click Yes, Continue to Algolia . Your Algolia account is now successfully connected to Zapier. About Algolia's app", "text": "How to get started with Algolia on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website & app building Algolia How to get started with Algolia on Zapier Updated May 29, 2026 18:14 Algolia and Zapier connect to automate search and indexing. You can browse index records, run searches, and add or update indexed data. Prerequisites To use the Algolia app on Zapier, you must have: An Algolia application with at least one index you can access. Your Application ID and API keys from the Algolia dashboard. A Search API key with the ACLs needed for search, browse, and read steps you plan to use (for example, search , browse , or listIndexes ). A Write API key with the ACLs needed for any create, update, or delete actions (optional until you use those actions). Find your Algolia credentials In the Algolia dashboard, open API keys to copy your Application ID and to create or copy the Search API key and optional Write API key. Connect Algolia to Zapier To create an app connection to Algolia on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Algolia . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - Application ID : Enter your Algolia application ID . - Search API Key : Enter your search API key (for search queries, listing indices, and other read and search steps). - Write API Key (optional): Enter your write API key if you use actions that create, update, or delete records, indices, settings, rules, or synonyms. Click Yes, Continue to Algolia . Your Algolia account is now successfully connected to Zapier. About Algolia's app Triggers, searches, and actions Triggers Get Recommend Rule - Triggers when a recommendation rule is loaded from Algolia Recommend for your index, model, and rule ID. Requires settings API key ACL. Browse Records (Polling) - Triggers when records are returned while browsing an Algolia index (paginated; useful for exports). Requires browse ACL. See Browse for records . Searches Search Index - Runs a search query on an Algolia index. Requires search ACL. See Search an index . Find Record - Retrieves one record by object ID. Requires search ACL. See Retrieve a record . List Indices - Lists indices in the application. Requires listIndexes ACL. See List indices . Get Index Settings - Returns index settings. Requires settings ACL. Find Query Rule - Gets one query rule by object ID. Requires settings ACL. Find Synonym - Gets one synonym by object ID. Requires settings ACL. Search Synonyms - Searches synonyms in an index. Requires settings ACL. Get Recommendations - Retrieve AI-powered product or content recommendations from Algolia Recommend. Search Multiple Indices - Runs several index searches in one request. Each item in the array is one search (e.g. { \"indexName\": \"products\", \"params\": \"query=phone&hitsPerPage=5\" } ). Requires search ACL. Get Records (Batch) - Retrieves multiple records, optionally across indices. Requests look like { \"indexName\": \"idx\", \"objectID\": \"id1\" } . Requires search ACL. Search for Facet Values - Searches facet values for a configured attribute. Requires search ACL. Search Query Rules - Lists or searches merchandising and query rules. Requires settings ACL. Search Recommend Rules - Lists recommendation rules for a model. Requires settings ACL. See Search recommend rules . Actions Add or Replace Record - Adds or fully replaces a record by object ID. Requires addObject ACL. See Add or replace a record . Save Record (Auto Object ID) - Adds a record; Algolia assigns object ID. Requires addObject ACL. See Add a new record . Partial Update Record - Merges attributes into an existing record. Requires addObject ACL. See Add or update attributes . Delete Record - Deletes one record by object ID. Requires deleteObject ACL. See Delete a record . Check Task Status - Checks asynchronous indexing task status. See Check task status . Batch Indexing - Runs multiple add, update, or delete operations in one request. Requires addObject ACL. See Batch indexing . Clear Index (Delete All Records) - Removes all records from an index. Destructive. Requires deleteIndex (or equivalent) ACL. See Delete all records . Delete Records by Query - Deletes records matching a query or filter. Heavy operation. Requires deleteIndex ACL. See Delete records matching a filter . Batch Multiple Indices - Batch add, update, or delete across multiple indices. Each request includes indexName , action , and body as needed. Requires addObject ACL. Update Index Settings - Updates index settings. Requires settings ACL. Delete Index - Deletes an index and its settings. Irreversible. Requires deleteIndex ACL. See Delete an index . Copy or Move Index - Copies or moves an index within the app. Body example: {\"operation\":\"copy\",\"destination\":\"new_index\"} . See Copy or move an index . Batch Save Query Rules - Creates or replaces query rules in batch. Body is a JSON array of rule objects. Requires editSettings ACL. Delete Query Rule - Deletes one query rule. Requires editSettings ACL. Save Synonym - Creates or replaces one synonym. Requires editSettings ACL. Batch Save Synonyms - Saves multiple synonyms in one request. Body is a JSON array of synonym objects. Requires editSettings ACL. Clear All Synonyms - Deletes every synonym on the index. Requires editSettings ACL. Delete Synonym - Deletes one synonym. Requires editSettings ACL. Limitations Algolia enforces service limits (record size, indexing rate, index count, and more) that vary by plan and can affect high-volume Zap workflows. Each trigger, search, and action needs an API key with the correct ACLs ; missing permissions cause failed steps even when the connection test succeeds. Templates View all of Algolia's templates Additional Algolia resources Zapier's Algolia integration page Algolia's API documentation Algolia's Help Center ", "error": null, "slug": "algolia", "help_title": "How to get started with Algolia on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39398969189005-How-to-get-started-with-VectorShift-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39398969189005-How-to-get-started-with-VectorShift-on-Zapier", "title": "How to get started with VectorShift on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the VectorShift app on Zapier, you must have: An active VectorShift account (free Starter plan or any paid plan).", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence VectorShift How to get started with VectorShift on Zapier Updated September 10, 2025 09:32 VectorShift and Zapier connect to automate AI workflows. You can create new pipelines and run existing pipelines with custom inputs. Prerequisites To use the VectorShift app on Zapier, you must have: An active VectorShift account (free Starter plan or any paid plan). Connect VectorShift to Zapier To create an app connection to VectorShift on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select VectorShift . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your VectorShift API key . Learn how to find your VectorShift API key . Click Yes, Continue to VectorShift . Your VectorShift account is now successfully connected to Zapier. About VectorShift's app", "text": "How to get started with VectorShift on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence VectorShift How to get started with VectorShift on Zapier Updated September 10, 2025 09:32 VectorShift and Zapier connect to automate AI workflows. You can create new pipelines and run existing pipelines with custom inputs. Prerequisites To use the VectorShift app on Zapier, you must have: An active VectorShift account (free Starter plan or any paid plan). Connect VectorShift to Zapier To create an app connection to VectorShift on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select VectorShift . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your VectorShift API key . Learn how to find your VectorShift API key . Click Yes, Continue to VectorShift . Your VectorShift account is now successfully connected to Zapier. About VectorShift's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Create Pipeline - Create a new pipeline with the specified configuration. Run Pipeline - Execute a pipeline with the specified inputs and configuration. Limitations Each LLM model has a maximum limit for input and output tokens that cannot be exceeded. Number of pipelines/workflows and integrations is dependant on the type of VectorShift plan you're on. Templates View all of VectorShift's templates . Additional VectorShift resources Zapier's VectorShift integration page VectorShift's Help Center VectorShift's API documentation ", "error": null, "slug": "vectorshift-ca228537", "help_title": "How to get started with VectorShift on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496011170061-How-to-Get-Started-With-Amazon-CloudWatch", "final_url": "https://help.zapier.com/hc/en-us/articles/8496011170061-How-to-Get-Started-With-Amazon-CloudWatch", "title": "How to Get Started With Amazon CloudWatch", "auth_signals": [], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Amazon CloudWatch How to Get Started With Amazon CloudWatch Updated February 05, 2024 17:48 You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add a CloudWatch account to Zapier, you should follow these instructions . They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select CloudWatch instead of SES where applicable.", "text": "How to Get Started With Amazon CloudWatch &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Amazon CloudWatch How to Get Started With Amazon CloudWatch Updated February 05, 2024 17:48 You'll need to create an IAM user which has limited permissions, for Zapier to use. Create Security Credentials by Adding a New Zapier User to IAM To add a CloudWatch account to Zapier, you should follow these instructions . They will walk you through setting up a user in IAM and adding that account to Zapier. Remember that you want to select CloudWatch instead of SES where applicable. ", "error": null, "slug": "amazon-cloudwatch", "help_title": "How to Get Started With Amazon CloudWatch"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933162420493-How-to-get-started-with-Fly-io-Machines-API-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933162420493-How-to-get-started-with-Fly-io-Machines-API-on-Zapier", "title": "How to get started with Fly.io Machines API on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Fly.io Machines API app on Zapier, you must have: A Fly.io account with access to the organizations and apps you need to automate. A Fly.io API token with permission for the Machines API operations you need (for example creating or managing apps, machines, or volumes). Find your Fly.io API token In the Fly.io dashboard , go to Account → Access Tokens and create a token with a scope that covers the Machines API actions you use. Alternatively, install the Fly CLI , run fly auth login , and use fly tokens create with the subcommand that fits your scope .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Fly.io Machines API How to get started with Fly.io Machines API on Zapier April 08, 2026 15:51 Fly.io Machines API and Zapier manage Fly Apps, Machines, and Volumes. Trigger on new machines or volumes and automate create, start, stop, update, or delete steps. Prerequisites To use the Fly.io Machines API app on Zapier, you must have: A Fly.io account with access to the organizations and apps you need to automate. A Fly.io API token with permission for the Machines API operations you need (for example creating or managing apps, machines, or volumes). Find your Fly.io API token In the Fly.io dashboard , go to Account → Access Tokens and create a token with a scope that covers the Machines API actions you use. Alternatively, install the Fly CLI , run fly auth login , and use fly tokens create with the subcommand that fits your scope . Connect Fly.io Machines API to Zapier To create an app connection to Fly.io Machines API on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Fly.io Machines API . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your Fly.io API token . Click Yes, Continue to Fly.io Machines API . Your Fly.io account is now successfully connected to Zapier. About Fly.io Machines API's app", "text": "How to get started with Fly.io Machines API on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Fly.io Machines API How to get started with Fly.io Machines API on Zapier April 08, 2026 15:51 Fly.io Machines API and Zapier manage Fly Apps, Machines, and Volumes. Trigger on new machines or volumes and automate create, start, stop, update, or delete steps. Prerequisites To use the Fly.io Machines API app on Zapier, you must have: A Fly.io account with access to the organizations and apps you need to automate. A Fly.io API token with permission for the Machines API operations you need (for example creating or managing apps, machines, or volumes). Find your Fly.io API token In the Fly.io dashboard , go to Account → Access Tokens and create a token with a scope that covers the Machines API actions you use. Alternatively, install the Fly CLI , run fly auth login , and use fly tokens create with the subcommand that fits your scope . Connect Fly.io Machines API to Zapier To create an app connection to Fly.io Machines API on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Fly.io Machines API . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Token field, enter your Fly.io API token . Click Yes, Continue to Fly.io Machines API . Your Fly.io account is now successfully connected to Zapier. About Fly.io Machines API's app Triggers, searches, and actions Triggers New Machine (Polling) - Triggers when a new Fly Machine is created in your app. New Volume (Polling) - Triggers when a new persistent volume is created in a Fly.io app. Searches Find App - Finds a Fly.io app by its name. Find Machine - Finds a Fly Machine by its ID. Find Volume - Finds a Fly.io volume by its ID. Actions Create App - Creates a new Fly.io app. Create Machine - Creates a new Fly Machine in your app. Create Volume - Creates a new persistent storage volume for a Fly.io app. Delete App - Deletes a Fly.io app and all its Machines. Delete Machine - Permanently deletes a Fly Machine. This action cannot be undone. Delete Volume - Permanently deletes a Fly.io volume. This action cannot be undone. Extend Volume - Increases the size of a Fly.io volume. Volumes can only be extended, not shrunk. Start Machine - Starts a stopped Fly Machine. Stop Machine - Stops a running Fly Machine. Suspend Machine - Suspends a running Fly Machine, saving its memory state for faster resume. The next start will attempt to resume from the snapshot. Update Machine - Updates a Fly Machine configuration, including its container image. Use this to deploy new releases. Limitations Machines API rate limits apply per action and per machine or app. Most actions are limited to about 1 request per second with a short burst up to 3 requests per second; Get Machine allows higher throughput. App deletions are limited to 100 per minute. The Fly.io API returns standard HTTP errors (for example 401 for invalid tokens, 404 for missing resources). Heavy automation may need filters or delays to stay within limits. Templates View all of Fly.io Machines API's templates Additional Fly.io Machines API resources Zapier's Fly.io Machines API integration page Fly.io Machines API documentation Fly.io documentation ", "error": null, "slug": "flyio-machines-api", "help_title": "How to get started with Fly.io Machines API on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/12405607318925-How-to-get-started-with-Clarifai-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/12405607318925-How-to-get-started-with-Clarifai-on-Zapier", "title": "How to get started with Clarifai on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "How to get started with Clarifai on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Clarifai How to get started with Clarifai on Zapier Updated December 20, 2024 15:58 Connect to Clarifai on Zapier Clarifai uses API keys to authenticate your account on Zapier. Required authentication fields Personal Access Token (PAT) Optional authentication fields User ID Additional authentication instructions Create Personal Access Tokens in Clarifai . Complete the User ID field if you're using an API token for your whole organisation. Your User ID can be found in your profile in the Clarifai Portal. About Clarifai's app Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only Learn more about Clarifai's supported accounts . Is a paid Clarifai plan required? No View Clarifai's plans . Are any special account permissions required? No Are there usage limits? Yes Free account has 1000 free operations and 1000 fee inputs per month with any API token. Other limits apply accordingly to your Clarifai's plans . Are there pagination limits? No Do trigger samples use real data from your account or generic data? Real trigger samples Learn more about Clarifai's trigger samples . Are custom fields supported? No Do update actions overwrite or append to existing data? Append to existing data Learn more about Clarifai's update actions . Is there any additional info? No ", "error": null, "slug": "clarifai", "help_title": "How to get started with Clarifai on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/44933179917325-How-to-get-started-with-Vast-ai-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933179917325-How-to-get-started-with-Vast-ai-on-Zapier", "title": "How to get started with Vast.ai on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the Vast.ai app on Zapier, you must have: A Vast.ai account with access to the console . An API key for your account. Find your Vast.ai API key Create or copy an API key in Vast.ai API keys .", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Vast.ai How to get started with Vast.ai on Zapier Updated April 08, 2026 15:51 Vast.ai and Zapier connect so you can automate GPU cloud workflows: react to new instances, billing events, marketplace offers, and volumes; look up instances, offers, templates, and invoices; and run actions like creating or managing instances, SSH keys, bids, and logs. Prerequisites To use the Vast.ai app on Zapier, you must have: A Vast.ai account with access to the console . An API key for your account. Find your Vast.ai API key Create or copy an API key in Vast.ai API keys . Connect Vast.ai to Zapier To create an app connection to Vast.ai on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Vast.ai . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API key field, enter your Vast.ai API key . Click Yes, Continue to Vast.ai (or the button shown to finish the connection). Your Vast.ai account is now successfully connected to Zapier. About Vast.ai's app", "text": "How to get started with Vast.ai on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Vast.ai How to get started with Vast.ai on Zapier Updated April 08, 2026 15:51 Vast.ai and Zapier connect so you can automate GPU cloud workflows: react to new instances, billing events, marketplace offers, and volumes; look up instances, offers, templates, and invoices; and run actions like creating or managing instances, SSH keys, bids, and logs. Prerequisites To use the Vast.ai app on Zapier, you must have: A Vast.ai account with access to the console . An API key for your account. Find your Vast.ai API key Create or copy an API key in Vast.ai API keys . Connect Vast.ai to Zapier To create an app connection to Vast.ai on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Vast.ai . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API key field, enter your Vast.ai API key . Click Yes, Continue to Vast.ai (or the button shown to finish the connection). Your Vast.ai account is now successfully connected to Zapier. About Vast.ai's app Triggers, searches, and actions Triggers Instance Status Changed (Polling) - Fires when an instance's actual_status changes. Each status transition is treated as a new event. New Instance (Polling) - Fires when a new GPU instance appears in your account. New Invoice / Billing Event (Polling) - Fires when a new billing or invoice row appears that the Zap has not seen before. New Matching Offer (Polling) - Fires when a marketplace offer ID appears that the Zap has not seen yet. New Volume (Polling) - Fires when a rented volume ID is seen for the first time by this Zap. Searches Find Instance - Finds an instance by ID with optional status filter. Get Instance - Retrieves a specific instance by selection. Find Instance SSH Keys - Lists SSH keys attached to an instance. Find Invoices - Lists invoices with optional time range, limit, and service filters. Find Volumes - Lists volumes with an optional status filter. Search Benchmarks - Searches benchmark data. Search Offers - Searches GPU marketplace offers with filters such as GPU name, price, and disk space. Search Templates - Searches instance templates with optional advanced JSON filters. Find Current User - Looks up the authenticated user, optionally filtered by email. Actions Attach SSH Key to Instance - Attaches an SSH public key to an instance. Change Instance Bid - Updates the bid price for an instance. Create Instance - Creates an instance from an offer, image, and optional startup settings. Destroy Instance - Permanently destroys an instance. Detach SSH Key From Instance - Removes an SSH key from an instance. Execute Command on Instance - Runs a command on an instance (output may be available via a result URL). Start, Stop, or Label Instance - Changes instance state or label. Prepay Instance - Adds prepaid credits to an instance. Reboot Instance - Reboots an instance. Recycle Instance - Recreates the instance container from the image without losing GPU priority. Request Instance Logs - Requests container or daemon logs; Vast.ai uploads them to storage and returns a download URL. Limitations New Matching Offer can emit frequently because marketplace offer IDs change often. New Invoice / Billing Event supports a configurable lookback window and row limit in the trigger setup; very large windows may return many rows per poll. Templates View all of Vast.ai's templates Additional Vast.ai resources Zapier's Vast.ai integration page Vast.ai's API documentation Vast.ai's documentation ", "error": null, "slug": "vastai", "help_title": "How to get started with Vast.ai on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496053448973-Common-Problems-with-Amazon-Alexa-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496053448973-Common-Problems-with-Amazon-Alexa-on-Zapier", "title": "Common Problems with Amazon Alexa on Zapier", "auth_signals": [], "prerequisites": "", "connect_steps": "", "text": "Common Problems with Amazon Alexa on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Internet of things Amazon Alexa Common Problems with Amazon Alexa on Zapier Updated May 29, 2026 18:13 Alexa says: I couldn't find any zaps matching your trigger phrase. Make sure you have a Zap created, turn it on and then try asking Alexa again. Alexa understood when I said my trigger phrase, but couldn’t match it to any of my Zap workflows. Make sure the trigger phrase Alexa repeated back to you was correct, and that it exactly matches your Zap. If the trigger phrase Alexa heard wasn’t quite what you said, then it’s likely Alexa has trouble understanding that particular sentence. Alexa says: Sorry, I didn't understand. Use a different trigger phrase in your zap, then try again. Alexa is having some trouble understanding your trigger phrase. Try editing your trigger phrase and repeating your new phrase again. It’s best to keep these as simple as possible eg. don’t use slang, avoid punctuation when possible. Alexa has trouble with some app’s names, so if your trigger phrase has the name of an app it’s best to remove that. Alexa says: Zapier is experiencing issues at the moment. Please try again later. Zapier is having technical difficulties, and should be back up and running soon! ", "error": null, "slug": "amazon-alexa", "help_title": "Common Problems with Amazon Alexa on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8496069908621-How-to-Get-Started-with-Amazon-Alexa-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496069908621-How-to-Get-Started-with-Amazon-Alexa-on-Zapier", "title": "How to Get Started with Amazon Alexa on Zapier", "auth_signals": ["oauth"], "prerequisites": "", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Internet of things Amazon Alexa How to Get Started with Amazon Alexa on Zapier Updated February 06, 2024 09:30 Connecting your Amazon Alexa account to Zapier Via Computer First log into your Amazon account and search for Zapier in the Alexa Skills Store. Select Zapier and click \"Enable\" to add this Skill to your Amazon Alexa account. You'll then be diverted to login to your Zapier account and then authorize the connection. Click \"Authorize\". Once you've done that, your Zapier account will be linked to your Amazon Alexa account, and you’re ready to create a Zap! Via Amazon Alexa app Open the Amazon Alexa app on your device and go to \"Skills & Games\". Search for \"Zapier\" and click on the Zapier. Next, click on \"ENABLE TO USE\". You'll then need to log into your Zapier account. To successfully connect your Zapier account to your Amazon Alexa account click \"Authorize\". Once you've done that, then your Zapier account will be linked to your Amazon Alexa account, and you’re ready to create a Zap! Setting your trigger option Set the App as \"Amazon Alexa\" and the Event as \"Trigger Phrase Spoken\". Next, set a phrase(s) you’d like to use to Trigger the Zap with. The Trigger Phrases(s) field is where you can set up your voice command. If you wish to send over additional information, use Prompts for additional information to ask additional question and with these answers, you can map these out in the rest of your Zap. Test your Zap To test your Trigger, start a conversation with Zapier by either opening the Amazon Alexa app or speak to your Amazon device and say \"Alexa, ask Zapier to trigger a Zap\" or \"Alexa, open Zapier\". Next, you'll be asked what you want Zapier to do for you. Say your set Trigger Phrase(s) for the Zap you wish to run. If you have any Prompts for additional information set, you'll then be asked these. And then your Zap will start! Feedback If you have any thoughts on how we can improve your experience in using the Amazon Alexa integration let us know by contacting support .", "text": "How to Get Started with Amazon Alexa on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Internet of things Amazon Alexa How to Get Started with Amazon Alexa on Zapier Updated February 06, 2024 09:30 Connecting your Amazon Alexa account to Zapier Via Computer First log into your Amazon account and search for Zapier in the Alexa Skills Store. Select Zapier and click \"Enable\" to add this Skill to your Amazon Alexa account. You'll then be diverted to login to your Zapier account and then authorize the connection. Click \"Authorize\". Once you've done that, your Zapier account will be linked to your Amazon Alexa account, and you’re ready to create a Zap! Via Amazon Alexa app Open the Amazon Alexa app on your device and go to \"Skills & Games\". Search for \"Zapier\" and click on the Zapier. Next, click on \"ENABLE TO USE\". You'll then need to log into your Zapier account. To successfully connect your Zapier account to your Amazon Alexa account click \"Authorize\". Once you've done that, then your Zapier account will be linked to your Amazon Alexa account, and you’re ready to create a Zap! Setting your trigger option Set the App as \"Amazon Alexa\" and the Event as \"Trigger Phrase Spoken\". Next, set a phrase(s) you’d like to use to Trigger the Zap with. The Trigger Phrases(s) field is where you can set up your voice command. If you wish to send over additional information, use Prompts for additional information to ask additional question and with these answers, you can map these out in the rest of your Zap. Test your Zap To test your Trigger, start a conversation with Zapier by either opening the Amazon Alexa app or speak to your Amazon device and say \"Alexa, ask Zapier to trigger a Zap\" or \"Alexa, open Zapier\". Next, you'll be asked what you want Zapier to do for you. Say your set Trigger Phrase(s) for the Zap you wish to run. If you have any Prompts for additional information set, you'll then be asked these. And then your Zap will start! Feedback If you have any thoughts on how we can improve your experience in using the Amazon Alexa integration let us know by contacting support . ", "error": null, "slug": "amazon-alexa", "help_title": "How to Get Started with Amazon Alexa on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/39458712137229-How-to-get-started-with-EverArt-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458712137229-How-to-get-started-with-EverArt-on-Zapier", "title": "How to get started with EverArt on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the EverArt app on Zapier, you must have: An active EverArt account with a paid subscription plan.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence EverArt How to get started with EverArt on Zapier Updated March 04, 2026 04:45 EverArt and Zapier connect to automate AI image creation. You can generate images from text prompts and check generation status for your workflows. Prerequisites To use the EverArt app on Zapier, you must have: An active EverArt account with a paid subscription plan. Connect EverArt to Zapier To create an app connection to EverArt on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select EverArt . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your EverArt API key . You can find this in your Everart account settings. Click Yes, Continue to EverArt . Your EverArt account is now successfully connected to Zapier. About EverArt's app", "text": "How to get started with EverArt on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence EverArt How to get started with EverArt on Zapier Updated March 04, 2026 04:45 EverArt and Zapier connect to automate AI image creation. You can generate images from text prompts and check generation status for your workflows. Prerequisites To use the EverArt app on Zapier, you must have: An active EverArt account with a paid subscription plan. Connect EverArt to Zapier To create an app connection to EverArt on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select EverArt . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your EverArt API key . You can find this in your Everart account settings. Click Yes, Continue to EverArt . Your EverArt account is now successfully connected to Zapier. About EverArt's app Triggers, searches, and actions Triggers No triggers are currently available for EverArt Searches Get Generation Status - Retrieves the status and results of an image generation task. Actions Generate Image - Generates images from text prompts using Everart AI models. Limitations Image generation is limited to a maximum of 10 images per request. Templates View all of EverArt's templates . Additional EverArt resources Zapier's EverArt integration page EverArt's API documentation ", "error": null, "slug": "everart-ca229246", "help_title": "How to get started with EverArt on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495979122957-How-to-Get-Started-with-Amazon-Relational-Database-RDS-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495979122957-How-to-Get-Started-with-Amazon-Relational-Database-RDS-on-Zapier", "title": "How to Get Started with Amazon Relational Database (RDS) on Zapier", "auth_signals": ["api_key"], "prerequisites": "", "connect_steps": "", "text": "How to Get Started with Amazon Relational Database (RDS) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Amazon Relational Database (RDS) How to Get Started with Amazon Relational Database (RDS) on Zapier Updated June 19, 2024 15:36 When you start creating an Amazon Relational Database (RDS) Zap, you will be asked to connect your Amazon Relational Database (RDS) account. Next, you'll be asked to enter your Amazon Relational Database (RDS) API key. To locate your API Key in your Amazon Relational Database (RDS) account, please follow these steps: Log into your app. This key should be restricted to the resources you wish to use with Zapier. We recommend you create a new user in the IAM console Click \"My Security Credentials\" Click \"Create access key\" Copy the \"API Access Key ID\" and \"AWS Secret Access Key\" to your clipboard Paste your key back into your Zapier account and then “Continue.” If all steps were successful your Amazon Relational Database (RDS) account will now be successfully connected. ", "error": null, "slug": "amazon-rds", "help_title": "How to Get Started with Amazon Relational Database (RDS) on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/33566741340557-How-to-get-started-with-BrandWell-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/33566741340557-How-to-get-started-with-BrandWell-on-Zapier", "title": "How to get started with BrandWell on Zapier", "auth_signals": ["api_key"], "prerequisites": "Prerequisites To use the BrandWell app on Zapier, you must have: A BrandWell account (free or paid). Find your BrandWell credentials To find your API key: Open the BrandWell app and click the gear icon to access settings. Select Integrations . Locate the Zapier integration toggle and enable it. Copy the API token that appears below the toggle.", "connect_steps": "Connect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence BrandWell How to get started with BrandWell on Zapier Updated May 12, 2026 11:48 BrandWell and Zapier connect to automate your lead management. You can trigger actions when new leads are created or deal statuses change. Prerequisites To use the BrandWell app on Zapier, you must have: A BrandWell account (free or paid). Find your BrandWell credentials To find your API key: Open the BrandWell app and click the gear icon to access settings. Select Integrations . Locate the Zapier integration toggle and enable it. Copy the API token that appears below the toggle. Connect BrandWell to Zapier To create an app connection to BrandWell on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BrandWell . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your BrandWell API token . Click Yes, Continue to BrandWell . Your BrandWell account is now successfully connected to Zapier. About BrandWell's app", "text": "How to get started with BrandWell on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence BrandWell How to get started with BrandWell on Zapier Updated May 12, 2026 11:48 BrandWell and Zapier connect to automate your lead management. You can trigger actions when new leads are created or deal statuses change. Prerequisites To use the BrandWell app on Zapier, you must have: A BrandWell account (free or paid). Find your BrandWell credentials To find your API key: Open the BrandWell app and click the gear icon to access settings. Select Integrations . Locate the Zapier integration toggle and enable it. Copy the API token that appears below the toggle. Connect BrandWell to Zapier To create an app connection to BrandWell on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select BrandWell . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your BrandWell API token . Click Yes, Continue to BrandWell . Your BrandWell account is now successfully connected to Zapier. About BrandWell's app Triggers, searches, and actions Triggers Deal Status Changed (Polling) - Triggers when a deal status is changed from GHL. New Deal Created (Polling) - Triggers when a deal is created from a Lead through GHL. New Lead Created (Polling) - Triggers when a new lead from Traffic ID is created. Searches No searches available for this app. Actions No actions available for this app. Templates View all of BrandWell's templates Additional BrandWell resources Zapier's BrandWell integration page BrandWell website ", "error": null, "slug": "brandwell", "help_title": "How to get started with BrandWell on Zapier"}
{"url": "https://help.zapier.com/hc/en-us/articles/8495924437005-Control-when-your-Zap-runs", "final_url": "https://help.zapier.com/hc/en-us/articles/8495924437005-Control-when-your-Zap-runs", "title": "Control when your Zap runs", "help_title": "Control when your Zap runs", "slug": "_platform", "auth_signals": [], "text": "Control when your Zap runs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Control when your Zap runs Updated August 13, 2026 08:46 If you want to control when a Zap runs, you can do so before or after the Zap triggers. If your Zap uses a polling trigger , you can change the polling interval setting or manually poll for new data whenever you need to. You can also add a Delay step before any action step to pause the Zap momentarily or a Schedule step to control when the Zap triggers. Change your polling interval Available on plans: Free Professional Team Enterprise With polling triggers, you can control their polling interval. This changes how often the Zap looks for new data. From the Zap workflows page , select your Zap. This will open your Zap in the Zap editor. In the right sidebar, click the Advanced settings icon . Click the Polling interval dropdown menu to expand it, then select a new interval length for your Zap. - The available intervals depend on your Zapier plan and on the app used as a trigger. Select \"Use account setting\" to apply your account's default polling interval. Your updates will apply after the next poll. Note Some apps limit how often Zapier can check them for new data. If your trigger app has a minimum polling interval, the Polling interval dropdown menu will only show options that app supports. Instant triggers do not check for data on a schedule, so the setting will not be available. The setting is also hidden for a small number of triggers that manage their own checking schedule. Manually poll for new data Available on plans: Free Professional Team Enterprise In the Zap editor, you can manually look for new data outside of your regular polling interval. When you view your published Zap, click Run in the top right to poll for new data. If there is new data, the Zap will trigger. Delay your action step Available on plans: Free Professional Team Enterprise Delay is a built-in Zapier tool that allows you to put your Zap on hold for a specified amount of time before it runs your action steps. It is available regardless of your trigger type. There are three delay options you can select from: Delay for : pause your Zap from continuing for X amount of time. Delay until : pause your Zap until X time. Delay after queue : add Zap runs to a queue. Runs are then processed one by one in the order they were added, with a delay for X amount of time between each Zap run in the queue. Learn more about adding Delay steps to your Zap . Schedule when your Zap triggers Available on plans: Free Professional Team Enterprise Schedule by Zapier is a built-in tool that lets you set up a Zap to run on a specific interval. Typically, Zap workflows only run when a trigger event occurs in an app. With Schedule triggers, you can choose to run your Zap every month, week, day, or hour. You can even set up custom intervals for things like quarterly or annual tasks. Learn more about using Schedule . Limitations If your Zap uses an instant trigger : You cannot change how often it triggers. You cannot manually look for new data. Your polling interval cannot be shorter than the minimum for your plan or the minimum the app supports, whichever is longer. Learn more about the polling interval for your plan . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495908569613-Does-Zapier-support-two-way-syncing", "final_url": "https://help.zapier.com/hc/en-us/articles/8495908569613-Does-Zapier-support-two-way-syncing", "title": "Does Zapier support two way syncing", "help_title": "Does Zapier support two way syncing", "slug": "_platform", "auth_signals": [], "text": "Does Zapier support two-way syncing? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Does Zapier support two-way syncing? Updated May 29, 2026 18:20 No. Zapier does not support two-way syncing between apps right now. Think of Zap workflows as one-directional automations. In certain scenarios, you can fake two-way syncing by setting up two different Zap workflows that perform opposite actions. For instance, you could have one Zap that creates a new spreadsheet row for every new contact created and another that creates a new contact for every new spreadsheet row. Note Be careful not to create a Zap Loop. Learn how to avoid Zap loops . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495926411405-Why-is-my-payment-pending-And-why-can-t-I-change-my-plan", "final_url": "https://help.zapier.com/hc/en-us/articles/8495926411405-Why-is-my-payment-pending-And-why-can-t-I-change-my-plan", "title": "Why is my payment pending And why can t I change my plan", "help_title": "Why is my payment pending And why can t I change my plan", "slug": "_platform", "auth_signals": [], "text": "Why is my payment pending? And why can&#39;t I change my plan? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Why is my payment pending? And why can&#39;t I change my plan? Updated May 29, 2026 02:05 If you recently paid for a Zapier subscription using the ACH/Direct Debit method, it will take around 3 business days to clear payment from your bank/financial institution. During this time you won't be able to update or change your Zapier subscription. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495957175437-Why-did-Zapier-charge-my-credit-card", "final_url": "https://help.zapier.com/hc/en-us/articles/8495957175437-Why-did-Zapier-charge-my-credit-card", "title": "Why did Zapier charge my credit card", "help_title": "Why did Zapier charge my credit card", "slug": "_platform", "auth_signals": [], "text": "Why did Zapier charge my credit card? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Why did Zapier charge my credit card? Updated January 29, 2026 13:52 If you received a charge on your credit card from Zapier, either you or someone on your team has signed up for one of our paid Zapier plans. Zapier's paid plans charge a monthly or yearly subscription fee.&nbsp; Identifying the owner of a Zapier account Checking with your team is the quickest way to understand who signed up for a Zapier account. Typically, a Zapier account is created by someone on the support, marketing, or engineering department, but it may also be created by a team member trying to connect apps your company uses. If you can't identify the user who signed up for Zapier, contact Zapier support . They will work with you to look up the email address associated with the Zapier account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495908726413-Why-is-my-Zap-action-adding-the-same-data-each-time-it-occurs", "final_url": "https://help.zapier.com/hc/en-us/articles/8495908726413-Why-is-my-Zap-action-adding-the-same-data-each-time-it-occurs", "title": "Why is my Zap action adding the same data each time it occurs", "help_title": "Why is my Zap action adding the same data each time it occurs", "slug": "_platform", "auth_signals": [], "text": "Why is my Zap action adding the same data each time it occurs? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Why is my Zap action adding the same data each time it occurs? Updated August 20, 2025 13:57 If your Zap sends the same data every time it runs, rather than new data from the trigger event, it could be because you typed in static values instead of mapping fields to send dynamic values.&nbsp; To fix this, send data between steps by mapping fields . Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495958304909-Can-you-charge-me-in-my-local-currency", "final_url": "https://help.zapier.com/hc/en-us/articles/8495958304909-Can-you-charge-me-in-my-local-currency", "title": "Can you charge me in my local currency", "help_title": "Can you charge me in my local currency", "slug": "_platform", "auth_signals": [], "text": "Can you charge me in my local currency? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Can you charge me in my local currency? Updated November 07, 2025 10:32 We currently support paying for Zapier in the following currencies: US Dollars (USD) Pounds Sterling (GBP) Euros (EUR) Canadian Dollars (CAD) Australia Dollars (AUD) Polish Zloty (PLN) Swedish Krona (SEK) Norwegian Krone (NOK) Danish Krone (DKK) Swiss Franc (CHF) Israeli New Shekel (ILS) Hong Kong Dollars (HKD) Singapore Dollars (SGD) Japanese Yen (JPY) Indian Rupee (INR) Brazilian Real (BRL) Mexican Peso (MXN) South African Rand (ZAR) New Zealand Dollars (NZD) More currencies will be added. Note The exact payment amount may differ between invoices when using currencies other than USD (US Dollars). The actual price is calculated using the exchange rate at the time of payment. If the amount charged to your card differs from the amount shown on the invoice, contact your bank to verify if any fees were applied to the charge. Find out what payment methods you can use to pay for your Zapier account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495924221069-Can-I-use-a-date-format-that-s-not-in-the-list-of-formats", "final_url": "https://help.zapier.com/hc/en-us/articles/8495924221069-Can-I-use-a-date-format-that-s-not-in-the-list-of-formats", "title": "Can I use a date format that s not in the list of formats", "help_title": "Can I use a date format that s not in the list of formats", "slug": "_platform", "auth_signals": [], "text": "Can I use a date format that’s not in the list of formats? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Date/Time Can I use a date format that’s not in the list of formats? Updated May 29, 2026 18:18 Available on plans: Free Professional Team Enterprise If the Formatter Date/Time action doesn’t list the date format you need, you can enter the format as a custom value. In the Formatter step, select the format field . In the dropdown menu, select the Custom tab. In the format field , enter the date format . Learn more about how to modify date and time in Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495926021261-Can-I-use-my-existing-personal-account-with-Zapier-for-Teams-or-Zapier-for-Enterprise-plans", "final_url": "https://help.zapier.com/hc/en-us/articles/8495926021261-Can-I-use-my-existing-personal-account-with-Zapier-for-Teams-or-Zapier-for-Enterprise-plans", "title": "Can I use my existing personal account with Zapier for Teams or Zapier for Enterprise plans", "help_title": "Can I use my existing personal account with Zapier for Teams or Zapier for Enterprise plans", "slug": "_platform", "auth_signals": [], "text": "Can I use my existing personal account with Zapier for Teams or Zapier for Enterprise plans? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans Can I use my existing personal account with Zapier for Teams or Zapier for Enterprise plans? Updated June 18, 2026 18:36 Yes, you can create a Team or Enterprise account using your existing personal account. Once you join, you can easily copy assets between your accounts . Team owner accounts If you upgrade to a Team plan or Enterprise plan , Zapier converts your personal account to a team account. You will no longer have access to a separate personal account. Team members manually added to your account If you manually add a member to your team account and they already have a personal account, they can switch between accounts: Click their avatar in the top right menu. Select the account that they want to use. Zapier will remember the last account you used and default to that account the next time you log in. Any Zap workflows created in a member's personal account won't be available in the team account. The member will need to move the Zap into the team account first. Note Team members also have a personal folder within team accounts. Other team members cannot access Zap workflows in a personal folder. They can only access another member's Zap workflows if they're in a shared folder. Team members added to your account via SCIM If you add a member to your team account using SCIM , they'll only have a team account. They won't have a separate personal account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495893386381-Why-is-the-record-I-created-in-a-previous-step-not-being-found-when-the-Zap-runs", "final_url": "https://help.zapier.com/hc/en-us/articles/8495893386381-Why-is-the-record-I-created-in-a-previous-step-not-being-found-when-the-Zap-runs", "title": "Why is the record I created in a previous step not being found when the Zap runs", "help_title": "Why is the record I created in a previous step not being found when the Zap runs", "slug": "_platform", "auth_signals": [], "text": "Why is the record I created in a previous step not being found when the Zap runs? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Why is the record I created in a previous step not being found when the Zap runs? Updated May 29, 2026 02:06 If you're mapping a custom value from an object you've created in a previous step, it may not exist yet. You can resolve this by adding a delay step after the step where you created the record in order to give the app some time to process. Example If you have an action that creates a new lead in your CRM, then adds that lead to a new deal, your CRM may not have finished creating the lead before the Zap tries to add the lead to your deal. You can add a delay step after creating the lead to give the CRM time to finish creating the lead first. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495977326477-Common-problems-with-Slack", "final_url": "https://help.zapier.com/hc/en-us/articles/8495977326477-Common-problems-with-Slack", "title": "Common problems with Slack", "help_title": "Common problems with Slack", "slug": "slack", "auth_signals": [], "text": "Common problems with Slack &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Common problems with Slack Updated June 03, 2026 08:17 Slack handles/usernames, mentions, and notifications aren’t working correctly You must use special formatting to include mentions and notifications in your Zap workflows. Learn more about formatting Slack messages . My triggers aren't picking up the messages I need If your message is preceded by an indentation, it’s a message attachment , not a message. Message attachments are usually sent by bots, slash commands, or other Slack integrations. Your Zap can’t trigger from message attachments. Slash commands aren’t running If you enter a slash command in a Zap, it will appear as text instead of running the slash command. As a workaround, you can build a Slack bot using a Zap. Error: Could Not Add Service If you see this error, it means that your team's free Slack account is at the limit of 10 integrations. You must upgrade your Slack account or disconnect another integration to continue. Channel names are posting as text rather than a link If channel names are posting as text instead of hyperlinks, you must select \"Yes\" from the dropdown menu in the Send @mentions notifications? field. Triggers aren’t returning samples If the New Mention, New Message Posted to Channel, or New Message Posted to Private Channel triggers aren’t returning any samples when testing: You must enter either a user name or highlight word. If both are entered, the user name and highlight word must be included in a message to trigger the Zap. You must create a sample message in the #general channel that includes the user name and/or highlight word. Once you turn the Zap on, it will look for the mention in all public channels, or the specific channel you select. By default, only user messages will be returned as samples when you test your Zap. To trigger from bot messages, you must select \"Yes\" from the dropdown menu in the Trigger for Bot Messages? field. Error: Cannot Parse If you see this error when using the Add Reminder action, this is due to date/time formatting. You must use one of the following formats: Unix timestamp, for reminders within 5 years. Number of seconds until the reminder, for reminders within 24 hours. Natural language description, like “in 15 minutes” or “every Thursday”. Bot icon shows the Zapier logo for thread preview in the channel view This is intended behavior by Slack's API. When your Zap posts a threaded reply, the thread preview in the channel view shows your Zapier app icon (or the Zapier logo if no custom app icon is set). However, the messages within the thread itself display the custom bot icon and name that you configure in your Zap's Slack action. This design reflects that threaded messages are posted by your Zapier app. The custom icon you set in your Zap will appear inside the thread, but the channel preview will continue to show the app icon. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495957254797-Can-my-team-use-a-shared-login-to-access-my-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8495957254797-Can-my-team-use-a-shared-login-to-access-my-account", "title": "Can my team use a shared login to access my account", "help_title": "Can my team use a shared login to access my account", "slug": "_platform", "auth_signals": [], "text": "Can my team use a shared login to access my account? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Can my team use a shared login to access my account? Updated May 29, 2026 18:17 Zapier does not recommend sharing login access to your Zapier account. Sharing login access can compromise the security of your accounts. If you want to share Zapier with other people on your team, you can sign up for Zapier for Teams or Enterprise instead. Members of your Team or Enterprise account can continue sharing access to Zap workflows by using shared folders . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495878657421-What-should-I-do-in-Zapier-if-I-change-an-app-account-password", "final_url": "https://help.zapier.com/hc/en-us/articles/8495878657421-What-should-I-do-in-Zapier-if-I-change-an-app-account-password", "title": "What should I do in Zapier if I change an app account password", "help_title": "What should I do in Zapier if I change an app account password", "slug": "_platform", "auth_signals": ["oauth", "api_key", "username_password"], "text": "What should I do in Zapier if I change an app account password? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Connect and manage app connections What should I do in Zapier if I change an app account password? Updated March 05, 2025 18:36 If you change your password in an app account that's connected to Zapier , you must reconnect it. If your app uses:&nbsp; &nbsp; Basic authentication You authorized the app by logging in with your username/email and password. You must reconnect the app to Zapier . &nbsp; OAuth authentication A dialog box appears from the service asking you to authorize Zapier to access your app account. You may or may not need to reconnect the app to Zapier . Some apps will do it automatically, other do not. &nbsp; API keys You entered an API key to connect your account. You do not need to do anything unless you also reset your API key. &nbsp; Zapier will send you a notification if you must reconnect your app. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495919107853-Common-Problems-with-Gmail-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495919107853-Common-Problems-with-Gmail-on-Zapier", "title": "Common Problems with Gmail on Zapier", "help_title": "Common Problems with Gmail on Zapier", "slug": "gmail", "auth_signals": [], "text": "Common Problems with Gmail on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Gmail Common Problems with Gmail on Zapier Updated May 29, 2026 18:13 I have multiple files on my email but the Zap is giving me a Zip file combining all the files. If you're using one of the new email-type Gmail triggers and find that all of the attachments on those e-mails are being zipped use the Gmail \"New Attachment\" trigger instead. This trigger runs once for every attachment on an email. How do I use the Filter step correctly with the New Attachment trigger? \"New Attachment\" triggers once per attachment, and gives information specific to the attachment we found when we polled. If there are multiple attachments on an email, though, each trigger also returns fields that deal with all attachments: If you are trying to filter on the attributes of a single attachment coming from this trigger, you will want to be sure you are choosing the attachment-specific fields when configuring the Filter. The specific entry is the following: Example: How can I attach a file to my email that's not in my trigger? As the attachment field is a File field , this means we can take files in the form of attachments or public URLs. If you have a fixed file you want to always attach to your email using the send email action, you just need to upload the file somewhere publicly first like Dropbox or similar. One thing to note here is that the file needs to be downloadable. To check the URL you want to use, copy and paste the URL into the browser and the file should download as an attachment. Try this link to see an example of how this should work: http://dl.dropboxusercontent.com/s/5gw98mg8pmjxpv5/Zapier%20test%20PDF%20file.pdf?dl=0 Once you get the downloadable link, you can then copy-paste that to your Gmail action step and the file should be attached properly. Tip If you want to use a file from Google Drive, follow this tutorial to get the download file url . Not all my emails are triggering my Zap Each Gmail trigger has a specific length of time in the past that it can \"see\" emails in your Gmail account. If the email in question is older than the time limit, the trigger won't be able to detect that email. These limits are as follows: New Labeled Email - Unlimited New Starred Email - 2 days New Email - 1 hour New Email Matching Search - 1 hour New Thread - 1 hour New Attachment - 1 hour Please note that if you would like to trigger a Zap for starred emails that entered your inbox more than two days ago, you can use the New Labeled Email trigger and specify the STARRED label from the dropdown when setting up your Zap. My Zap triggers every time someone replies to an email The \"New Email\" trigger will trigger for each new email regardless of threading. If you only want to trigger once for the entire thread, switch to the \"New Thread\" trigger. Some of my emails aren't showing up on the \"New Labeled Email\" trigger Previously, the New Labeled Email trigger would only fetch emails that entered your inbox within the last two days and were then labeled, so if the emails are older than that we would not have been able to see them. We recently updated this trigger to now fetch any newly labeled emails regardless of their age. If your Zap is only triggering on labeled emails two days or newer, you may be using the legacy version of the New Labeled Email trigger. To check if you are using the older trigger, look in your Zap and see if \"legacy\" is in the name. If you see legacy in the name, you'll need to re-select the New Labeled Email trigger. Unable to trigger off star color when using \"New Email Matching Search\" trigger If using more than one star color, you can rely on the \"New Email Matching Search\" Trigger rather than the \"New Starred Email\" Trigger in order to trigger on specific star colors. When doing so, use the following for your search string (specifically what comes after the colon) Yellow star: l:^ss_sy) Blue star: l:^ss_sb Red star: l:^ss_sr Orange star: l:^ss_so Green-star: l:^ss_sg Purple star: l:^ss_sp Red bang: l:^ss_cr Yellow bang: l:^ss_cy Blue-info: l:^ss_cb Orange guillemet: l:^ss_co Green check: l:^ss_cg Purple question: l:^ss_cp Source How can I style the emails I send? You can use HTML to style your emails. Be sure to set the \"Body Type\" field to HTML. Learn more about styling your emails with Gmail. Can I get HTML messages in a Gmail trigger? Yes! Gmail triggers have a field for HTML message body as well as a field for plain text message body. Can I send HTML messages from Gmail in a Zap? Yes, be sure to set the \"Body Type\" field to HTML. Learn more about which HTML tags are supported . My Gmail account cannot send emails anymore To prevent abuse, Gmail has different sending limits for trial and non-trial accounts. Gmail will also prevent you from sending email if enough spam complaints are triggered based on the email you send. If you are sending automated, transactional emails of any volume, we highly suggest you switch to a dedicated transactional email provider like Mandrill , Mailgun , or Sendgrid . Logged into the wrong Gmail account Does your Zap appear to be logged into the wrong Gmail account? When you connect your Gmail account, your browser may already be logged into the wrong Gmail account. Make sure when you connect you choose the correct Gmail account to authorise from the popup like this: If you are connected to the wrong account: Open in a new browser which is not signed into any Google account. Log into your Zapier account. Add a new app connection . Too many simultaneous connections Gmail currently has a limit of 15 simultaneous connections per account. This effectively means only 15 Gmail trigger Zap workflows can be used at once assuming no other service is accessing Gmail on your behalf. This is a restriction from Gmail's API documented here . To audit what other apps or services might be connecting to your Gmail account and remove any of them that may be unnecessary, from your Google permissions . Gmail failed: command SEARCH illegal in state AUTH, only allowed in states SELECTED This happens when you've selected an invalid Mailbox on your Trigger options. You can't use advanced values when selecting a Mailbox. Make sure to choose an existing Mailbox from the dropdown. If you want to create a new Mailbox to use with Zapier, do that inside Gmail and then come back to Zapier to setup your Zap. I'm getting a DjangoUnicodeDecodeError or LookupError unknown encoding - AKA Unsupported or Non-Standard Characters If you ever get this error or one mentioning unsupported or non-standard characters, this is due to Gmail and more specifically IMAP having poor support for non C0 unicode characters . This can also happen with large attachments. Potential solutions include: Switch to using the Inbound Email triggers . This requires you to setup auto-forwarding for your Gmail account to your Zapier given inbound email address. Switch your Zap to use the IMAP trigger . If neither of those work there is still one other option: help us improve Gmail triggers/actions. To do that follow these directions: Find the offending email address. Click the small dropdown in the email and select show original (see below). Copy and paste the entire email into a text file. Send us a support email and include the text file created in step 3. Can I send CSS styling when sending Gmail via Zapier? Gmail supports CSS using blocks as well as inline styling. I'm trying to use the Send Email action to use an alias email, but I'm not seeing it in the dropdown Whilst Google Suite admin may have set up aliases this may not have been formally added to Gmail itself. To do that, you need to follow the steps under heading 1 here: https://support.google.com/mail/answer/22370?hl=en . In order to be able to use their aliases, they should show up in the Accounts tab here: If they're not showing up, you may need to add them via that menu; you should then show up in the From dropdown in the Send Email action. I'm receiving my own emails with an additional email that says \"An error occurred, Your message was not sent\" It's most likely because the content of the \"Reply To\" field is not an email address. This is not something that's validated when Zapier sends that request to Gmail, so you won't get an error prior to sending. Instead, you'll see the error present itself in Gmail like the above screenshot. To fix this, use a valid email address in the \"Reply To\" field, and use the \"From Name\" to represent the name. My Zap is erroring with the message \"We're sorry... but your computer or network may be sending automated queries.\" This can happen if a Google Drive public URL is mapped to the \"Attachment\" field instead of the link to the actual file. Gmail sometimes interprets this as spam. To fix this, if you're using a Google Drive file as an attachment in the \"Send Email\" action, select the \"File\" field from Google Drive so Gmail can attach it correctly. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495958376205-Why-is-there-a-section-called-Extra-Fields-on-my-Zap-action", "final_url": "https://help.zapier.com/hc/en-us/articles/8495958376205-Why-is-there-a-section-called-Extra-Fields-on-my-Zap-action", "title": "Why is there a section called Extra Fields on my Zap action", "help_title": "Why is there a section called Extra Fields on my Zap action", "slug": "_platform", "auth_signals": [], "text": "Why is there a section called “Extra Fields” on my Zap action? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Why is there a section called “Extra Fields” on my Zap action? Updated August 20, 2025 13:59 When you're setting up your Zap action , you may see a new Extra Fields section appear at the bottom of your action indicating that there are extra fields in your Zap. This can happen when: One or more fields in your action step change, like custom fields. There are temporary outages. You change the action event for the step. The type of record being updated changes. If you leave these extra fields in your Zap, the Zap may submit data that the step doesn't need or isn't expecting, causing the Zap to error. To fix this: Review the extra fields to see if you need to enter those values elsewhere in the Zap. Click&nbsp; Remove these extra fields in the&nbsp; Extra Fields section. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495944214285-What-happens-if-my-payment-fails", "final_url": "https://help.zapier.com/hc/en-us/articles/8495944214285-What-happens-if-my-payment-fails", "title": "What happens if my payment fails", "help_title": "What happens if my payment fails", "slug": "_platform", "auth_signals": [], "text": "What happens if my payment fails? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing What happens if my payment fails? Updated May 29, 2026 18:17 If we cannot charge your account, the system will retry up to three times after the initial failed attempt every 72 hours and email you a notification about the issue. Your Zap workflows will continue running during this period. Manually retry a payment You can retry a declined payment at any time. To retry a payment: Go to Billing and usage . In the Payment information section, an alert will display two buttons. You can: Click Pay invoice to retry your current payment method. Click Update your payment information to edit the information before retrying. Once you click Pay invoice , you'll be shown the amount to be charged. Click Pay now . Note In Team and Enterprise accounts , only the Owner or Super admins can retry payments. If your card requires additional security authentication ( 3D Secure ), you will be prompted to complete that verification step before being charged. Why was my payment declined? To protect your privacy and security, banks do not provide Zapier with specific reasons for declining a payment. If you have questions regarding a declined payment, please contact your bank. If your payment is declined, check the following: Card number, expiration date, and billing address. CVC (a three-digit number usually present on the back of your card). 3D Secure authentication : your bank may require you to complete an additional step to authorize the payment. What if Zapier still cannot charge my card? If the charge does not go through after the last automated retry: Your account will be downgraded to a Free plan. You will receive an email notification with instructions on how to reactivate the account. To reactivate a paid account, update or change your payment details . You can then re-select your Zapier plan . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496196837261-How-is-task-usage-measured-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496196837261-How-is-task-usage-measured-in-Zapier", "title": "How is task usage measured in Zapier", "help_title": "How is task usage measured in Zapier", "slug": "_platform", "auth_signals": [], "text": "How is task usage measured in Zapier? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing How is task usage measured in Zapier? Updated July 21, 2026 10:50 A task is any successful action that runs in Zapier. Only successful actions count toward your task usage. This article explains what counts and what does not. What counts toward task usage In Zap workflows, the following count as tasks: All successful action steps. Any successful step within an error handler path . Any previously successful steps that run again when you replay an entire Zap run . In a sub-Zap : Each action step within the sub-Zap. The Call a Sub-Zap action step in the Zap. The Return From a Sub-Zap action step in the Zap. In search actions , the number of tasks depends on your settings: Yes (proceed if nothing found): the search action uses 1 task. No : the search action uses no tasks. Step type Tasks used Action step 1 task per successful run Step in an error handler path 1 task per successful run Step that reruns during a full Zap replay 1 task per successful run Action step inside a sub-Zap 1 task per successful run Call a Sub-Zap step 1 task per successful run Return from a Sub-Zap step 1 task per successful run Search action set to proceed if nothing found 1 task Search action set to not proceed if nothing found No tasks Some Zapier products have different task rates: In AI by Zapier , task usage depends on the model tier you select. Learn more about AI by Zapier model tier pricing . In Code by Zapier , steps use 1 task per run with standard runtime, and can use more tasks if you extend the runtime. Learn more about how Code by Zapier usage is measured . In Zapier Lead Router , each successful lead routed counts as 5 tasks. In Zapier MCP , each successful tool call counts as 2 tasks. Failed tool calls do not count toward your task usage. Product Task rate AI by Zapier Depends on the model tier you select Code by Zapier 1 task per run with standard runtime; more tasks with extended runtime Zapier Lead Router 5 tasks per successful lead routed Zapier MCP 2 tasks per successful tool call Note Starting July 21, 2026, Lead Router usage shows up on the Task Usage and Zap History pages , attributed to the Zap that triggered it. Before this date, Lead Router usage did not appear on these pages, even though it still counted toward your task usage at the rate listed above. If you check a date range that spans July 21, 2026, a Zap that uses Lead Router might show a sudden jump in tasks. This jump means Zapier started displaying that usage, not that you used more tasks. What does not count toward task usage? In Zap workflows, the following do not count as tasks: All trigger steps. Any Filter or Paths step. All action steps that error or halt . All steps that do not run, either because of a previous filter or path condition, or because the Zap errored. In a sub-Zap, the Start a Sub-Zap trigger. Steps for Zapier Tables and Zapier Forms . Steps for the following Zapier apps: Formatter Delay Looping Sub-Zap app Digest Zapier Manager Storage Zapier Agents usage does not count as tasks. Agents use a separate activity quota. Learn more about how Zapier Agents usage is measured . Example You have a Zap that: Triggers when a new email with an attachment is received in Gmail. Uploads the attachment to Dropbox. Sends a direct message in Slack with a link to the newly uploaded file. Uploading the file to Dropbox and sending a message in Slack automates two tasks. If your Zap runs ten times, it will use 20 tasks. Zap triggers and tasks Zap triggers never use tasks. A Zap's first step is always a trigger. Polling triggers will poll an app or check for new trigger events at a regular interval, but these polls never use tasks. Example You have a Zap that polls Facebook every two minutes to check for new leads, then sends them to your CRM app. If your plan has a two-minute polling interval, Zapier will check Facebook for new leads five times in a ten-minute period (every two minutes). If the Zap finds two new leads during that 10-minute period, two tasks will be used when those leads are successfully sent to the CRM. If a Zap checks an app every two minutes, it will complete over 20 thousand polls per month. Zapier does not charge for these events. Task limits and pricing The number of tasks your account can use depends on the pricing plan you select. Once your plan reaches its task limit, you'll be charged separately for any extra tasks . Zapier will email you once you reach the plan's task limit and start using pay-per-task billing. After this, you will be notified by email: When you reach 80% of the pay-per-task billing limit. When you reach 100% of pay-per-task billing tasks, equivalent to 3x your selected plan's task limit. Once you reach that limit, all other tasks will be held until the end of your billing cycle . If you do not want to wait to replay held Zap runs , you can upgrade your plan . Plans without pay-per-task billing If your plan does not include pay-per-task billing or if you have turned it off, when your plan reaches its task limit Zapier will hold any new Zap runs until your billing cycle resets. Zapier will also send you emails: When you reach 80% of your task limit. When you reach 100% of your task limit. You can replay held Zap runs and continue using Zapier MCP and Lead Router once one of these happens: Your billing cycle resets. You upgrade your plan . You enable pay-per-task billing . All these actions reset your usage and let you continue using tasks. Monitor task usage Task usage is displayed in different areas for different users and purposes. Learn more about where to find your task usage . Admins, Super Admins, and Owners on Team and Enterprise plans can export a CSV breakdown of task usage per account member. Learn how to export member task usage data . You can review all the tasks your Zap workflows attempted in your Zap history . Learn more about what information is available in Zap history . If you're on an Enterprise plan, you can also set up usage alerts to get notified when task usage exceeds a threshold you define. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495970412941-Common-Problems-with-Keap-Max-Classic", "final_url": "https://help.zapier.com/hc/en-us/articles/8495970412941-Common-Problems-with-Keap-Max-Classic", "title": "Common Problems with Keap Max Classic", "help_title": "Common Problems with Keap Max Classic", "slug": "keap-max-classic", "auth_signals": [], "text": "Common Problems with Keap Max Classic &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Sales &amp; CRM Keap Common Problems with Keap Max Classic Updated May 22, 2023 09:35 I'm not seeing my Tag in the drop-down menu If you're not seeing your Tag listed, search for the tag name in the field and click the \"Load More\" option. Tags are loaded from Keap Max Classic 30 at a time so if you have a large number of tags in your account it might require more than one click in order for it to show up. Why aren't my Contacts updating from Opt-Out to Opt-In when using the Create/Update Contact action? The \"Opt-In\" field present in the Create/Update Contact action only works when the contact is first created. At this time, it is not possible to update a contact's opt-in/marketable status through Zapier. More information on Infusionft's documentation . What kind of country code does Keap Max Classic accept? The accepted format for country codes is ISO 3166 alpha 3 codes - it uses three characters. So USA needs to be entered instead of US , for example. See more information here . My Contacts Aren't Being Marked as Marketable in Keap Max Classic If your contacts aren't being marked as marketable, you likely need to flip the email opt-in field to \"yes\" in your action. Can I send HTML Emails with the \"Send Email\" action? Keap Max Classic's \"Send Email\" action supports HTML messages. You'll choose whether you want HTML or plain text when configuring your action. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496039443981-Can-t-find-the-app-you-need", "final_url": "https://help.zapier.com/hc/en-us/articles/8496039443981-Can-t-find-the-app-you-need", "title": "Can t find the app you need", "help_title": "Can t find the app you need", "slug": "_platform", "auth_signals": [], "text": "Can&#39;t find the app you need? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps Can&#39;t find the app you need? Updated May 29, 2026 21:51 Zapier connects with 9,000+ apps, but there may be apps you use that aren't supported by Zapier. If you can’t find an app, you can try the following: Ask Zapier to add the app Let us know which apps you’d like to see on Zapier. Learn more about requesting apps to add to Zapier . Use a different app You can use a different app that has similar functionality. For example, if a form app you use isn’t available, try Google Forms, JotForm, or Typeform. You can use our App Directory to explore app categories. Use email notifications Most apps send email notifications when an event occurs. It might be possible to send these emails to Email by Zapier or Email Parser by Zapier, and then use content from the emails in your Zap. Learn more about sending emails to your apps . Use RSS feeds Some apps publish RSS feeds that update when an event occurs. You can use RSS by Zapier to listen for updates to the RSS feed and use that information in your Zap. Learn more about sharing data with RSS. Use webhooks Webhooks allow apps to send data to other apps in real time as events occur. You can try using webhooks to get data from an app that doesn’t have a Zapier integration yet. Learn more about using webhooks to share data to Zapier . Build your own app integration It’s free to use Zapier’s Platform and you can build a private app for any service with a public API. You can use our Zapier Platform UI to build an app without needing to code or the Zapier Platform CLI to have full code control. Learn more about Zapier’s Developer Platform . Note Not all Zap workflows can be used to transfer existing data. Learn more about available source apps for Transfer . When using API requests , not all apps can be used. Learn more about available apps for API requests. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496038661133-Fix-Required-field-is-empty-errors-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496038661133-Fix-Required-field-is-empty-errors-in-Zap-workflows", "title": "Fix Required field is empty errors in Zap workflows", "help_title": "Fix Required field is empty errors in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Fix &quot;Required field is empty&quot; errors in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Fix &quot;Required field is empty&quot; errors in Zap workflows Updated May 29, 2026 18:19 Most action apps will have required fields, which require you to select or enter data. If a required field is empty, your Zap will error. Insert data from previous steps One way you can send data to a required field is by mapping fields . Check to see if data is always coming through from the previous step Sometimes, when a Zap runs, you’ll still see an error message that a required field is missing, even though it's mapped to a field from a previous step. Sometimes, this can occur if the trigger or previous action step doesn't always have a value. This can happen if the mapped field is optional. When possible, only map required fields to another required field. Use a default value You can use a Formatter step to add a default value as a fallback whenever your mapped fields don't send data. Use Filters or Paths You can use conditional logic using the Filters or Paths tools to set up conditions for what the Zap should do if no value is sent to your required field. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496037690637-How-to-troubleshoot-errors-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496037690637-How-to-troubleshoot-errors-in-Zap-workflows", "title": "How to troubleshoot errors in Zap workflows", "help_title": "How to troubleshoot errors in Zap workflows", "slug": "_platform", "auth_signals": ["oauth"], "text": "How to troubleshoot errors in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows How to troubleshoot errors in Zap workflows Updated May 29, 2026 21:51 Zap workflows can connect with 9,000+ apps, making it difficult to cover every specific error scenario. However, the following information can help you identify common errors you may encounter and discover solutions. This guide will cover: How to identify an error. HTTP status codes, including definitions, possible causes, and suggested next steps. How to recover from errors. Troubleshoot Zap workflows. What happens if you do not fix an error. How to identify an error Zapier assigns all Zap runs a run status . You can view these in your Zap history and in the Zap editor . If a Zap run is unsuccessful, that does not necessarily mean there is an issue. Learn the difference between these unsuccessful statuses: Errored — The run encountered an issue and did not complete. If a Zap errors repeatedly, it will automatically turn off. This article focuses on troubleshooting errored runs. Safely halted — The run purposely stopped, usually because a search step found no results. Unlike errors, safely halted runs will not turn off your Zap. On hold — The run is paused, typically due to a disconnected app, reaching your task limit, or flood protection. Learn how to troubleshoot held runs . Handled error — A step errored, but a custom error handler ran an alternative workflow. The Zap will not turn off automatically. Scheduled — The run errored but Autoreplay is enabled, so Zapier will automatically retry it. Learn more about all run statuses in Zap workflows. You can identify and troubleshoot errored runs using AI-powered troubleshooting in your Zap history or the Zap editor. This feature explains the issue and provides step-by-step instructions to resolve it. Zap history Review issues in your Zap history In your Zap history : Click a Zap run that has an Errored status . You will be redirected to its Zap run details page. Find the errored step , then click the Troubleshoot tab. Zapier will use AI to create troubleshooting instructions for you to review. Zap editor: Zap runs Review issues in the Zap editor's Zap runs section In the Zap editor : Click on the Zap runs icon in the left sidebar to expand it. In the list of Zap runs, click the arrow next to a Zap run that errored to expand it. Click Go to step . This will expand the right sidebar and auto-select the errored step. In the right sidebar, click the Troubleshoot tab. Zapier will use AI to create troubleshooting instructions for you to review. Tip If an outage affects an app used in your Zap, a notification will appear in the affected step. The app's team typically resolves these outages. Contact the app directly for more information or support. Zap editor: Zap status Review issues in the Zap editor's Status section The Status section in the editor's left sidebar notifies you when there are any issues with your Zap that will prevent you from publishing it. It appears when you: Edit a draft of your Zap . Encounter an issue with your Zap after publication. Should test steps in your Zap. To review issues: In the editor, click the Status icon in the left sidebar to expand it. The number icon indicates how many issues the Zap has. Affected steps will display an issue notification box . Click the issue notification box to open the affected step. Issue Definition Icon Example Warning A step has an issue that will prevent you from publishing your Zap. You left a step before completing it. Error A step has an issue that occurred after you attempt to publish your Zap. You need to reconnect your app . Info There’s additional info about a step that you should know about. The app you’re using will be deprecated . Tip Error, warning, and information icons also appear in the top menu of the affected step and in the sub-section of the affected step where the issue is occurring. Zap editor: Zap's HTTP log Review issues in the Zap’s HTTP log Understanding your Zap’s HTTP log can help you diagnose issues with your Zap workflows. Though it delves into technical details, the HTTP log is an accessible tool for identifying Zap issues. To find a HTTP log for a Zap step: In your Zap history , select a Zap run that has an Errored status . You will be redirected to its Zap run details page. Find the errored step, then click the Logs tab. Zapier will display the: HTTP status code Error message API endpoint Click the error log to open a dropdown menu. In the Request information dropdown menu, you can find detailed log, including: HTTP method API endpoint Parameters Headers Request body Use this information to identify the cause of your Zap’s error. Note If the step errored as it was missing required information to complete the step, logs will not be available. Tip If you cannot read the log, copy and paste it into an AI tool. Then, ask the AI to explain the potential causes for your app's error response. HTTP status codes Zapier connects to your apps to receive and send data. When an app's server responds to a request from Zapier, an HTTP status code is sent to Zapier. When an error occurs with your Zap, these error codes can help pinpoint the issue. You can review error codes when you test a step in your Zap or in a specific Zap run detail . 400 - Bad Request Definition The server could not understand the request due to invalid syntax. Possible causes This may happen when there are missing values in required fields, invalid characters in your input, or an incorrectly formatted request. Suggested next steps Review these articles: Zap field will not accept your data Fix \"Required field is empty\" errors in Zap workflows 401 - Unauthorized Definition The request lacks valid authentication credentials. Possible causes This usually happens when your access token has expired or been revoked, you changed your password in the app, or the app enforces a session policy that periodically invalidates connections. Suggested next steps Reconnect your app account in Zapier. Disconnect the app connection, then reconnect it. If the OAuth popup fails or shows an error, try reconnecting in an incognito window or a different browser. For apps managed by a third-party partner, contact the app's support team directly. The issue may be on their side. 403 - Forbidden Definition The server understood the request but refused to fulfill it. Possible causes This usually happens when your app account has insufficient permission to complete the request. For example, you cannot edit a record if you have view-only access. Suggested next steps Check your app connection and account permissions: Confirm your app account is connected properly to Zapier and has the required permissions. You may need to contact your app’s administrator for access and permission. Search for the app’s How to get started page in Zapier’s Help Center to find information about how to connect. 404 - Not Found Definition The server couldn’t find the resource you requested. Possible causes This usually happens when you are trying to find a record that does not exist in the app. Suggested next steps Review this article: Fix \"Not found\" errors in Zap workflows . 422 - Unprocessable Entity Definition The request was well-formatted but contained errors that prevented the server from fulfilling it. Possible causes This usually happens when you send data, but it’s in the wrong format, or there is missing data that the request requires. Suggested next steps Check that all Zap fields are entered correctly: All required fields have values All values use the right format for each field type . You can use Formatter to change data formats or add a default value as a fallback whenever your mapped fields do not send data. 429 - Too Many Requests Definition The user has sent too many requests in a short period. Possible causes This usually happens when you exceed either Zapier’s or an app’s rate limit. Suggested next steps Review this article: Rate limits and throttling in Zapier. 500 - Internal Server Definition The server encountered an unexpected condition that prevented it from fulfilling the request. Possible causes This is a generic error message that can be caused by a variety of problems in Zapier or with the app you're using. Suggested next steps If the error only happened once or a few times, it is likely a temporary issue. Replay the failed runs from your Zap history. You can also enable Autoreplay to handle these automatically in the future. If the error occurs on every run, check for ongoing issues: Go to the Zapier Status page to check if there are any outages or scheduled maintenance. Check the app's own status page. The issue could be specific to the app your Zap connects to. If neither shows issues, contact Zapier Support . Tip Not all errors include an HTTP status code. If your Zap fails with a \"timed out\" message, the app took too long to respond to Zapier's request. Learn more in Error: The app did not respond in time and Error: Soft timeout limit reached . How to recover from errors After you identify and fix the cause of an error, you can Replay the failed tasks so you do not lose data. To address future issues, you can enable Autoreplay to automatically retry failed tasks caused by temporary issues, like a brief API outage or a server timeout. You can also use custom error handling to set up an alternative workflow that runs when a step fails. Troubleshoot Zap workflows If your issue is not covered by the HTTP status codes above, explore common problems below or browse the full list of articles in the Troubleshoot Zap workflows section. Common errors while building your Zap Common errors while building your Zap If you encounter errors while setting up, testing, or publishing your Zap rather than during a Zap run, these articles may help: Trigger test fails — Zap trigger test fails Cannot publish your Zap — Cannot turn on or publish Zap Fields are missing or will not load — Dropdown menu in Zap field is empty or missing items Field will not accept your data — Zap field will not accept your data Throttling in the editor — Fix \"Throttled by Zapier\" or \"Zapier has blocked this task\" errors Common issues while your Zap is running Common issues while your Zap is running If your Zap is turned on but not behaving as expected, these articles may help: Zap is not triggering — Zap is not triggering Zap is missing some runs — Zap is triggering but missed some runs Zap is not sending data — Zap is not sending data Zap is creating duplicate data — Zap is creating duplicate data Dates or times are incorrect — Zap dates or times are incorrect Zap is stuck in a loop — Zap is stuck in a loop Zap is running slower than expected — Zap is running slower than expected What happens if you do not fix an error Your Zap will automatically turn off if 95% of its runs result in errors in the last 7 days. Learn more about why your Zap isn’t running . If your account is on a Team or Enterprise plan, Zapier will send you an email notification to the account owner and provide a grace period before turning off your Zap. Enterprise plan accounts have a 72-hour grace period and Team plan accounts have a 24-hour grace period. If you have an Enterprise account, you can override the high error ratio setting for an individual Zap. Still need help? Browse the Zapier Community for questions and answers from other users. Explore additional articles on how to troubleshoot Zap workflows . Review the documentation for the specific app in the Zapier Help Center or the app's own help center. Think you found a bug? Report it to Zapier Support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496181204877-Available-spreadsheet-style-formulas", "final_url": "https://help.zapier.com/hc/en-us/articles/8496181204877-Available-spreadsheet-style-formulas", "title": "Available spreadsheet style formulas", "help_title": "Available spreadsheet style formulas", "slug": "_platform", "auth_signals": [], "text": "Available spreadsheet-style formulas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Getting started with Formatter Available spreadsheet-style formulas Updated May 29, 2026 18:18 Available on plans: Free Professional Team Enterprise This article covers the different spreadsheet-style formula functions you can use in the Formatter step in Zap workflows. Learn how to use spreadsheet-style formulas in Zap workflows . Formula Functions ABS(number) Returns the absolute value of a number ACOS(number) Returns the inverse cosine of a number ACOSH(number) Returns the inverse hyperbolic cosine of a number AND(condition, [condition, …]) Returns TRUE if all of the conditions evaluate to TRUE, otherwise FALSE ASIN(number) Returns the inverse sine of a number ASINH(number) Returns the inverse hyperbolic sine of a number ATAN(number) Returns the inverse tangent of a number ATAN2(x, y) Returns the inverse tangent of a pair of x and y coordinates ATANH(number) Returns the inverse hyperbolic tangent of a number AVERAGE(number, [number, …]) Returns the average of a list of numbers CEILING(number, [factor]) Returns a number rounded up to the nearest multiple of factor (e.g., CEILING(3.14159, 0.1) = 3.2 and CEILING(3.14159, 2) = 4) COS(number) Returns the cosine of a number COSH(number) Returns the hyperbolic cosine of a number DEGREES(radians) Returns radians converted to a value in degrees EVEN(number) Rounds a number up to the next even number EXP(number, power) Returns the constant e raised to a power FACT(number) Returns the factorial of a number FACTDOUBLE(number) Returns the double factorial of a number FALSE() Returns the logical value FALSE FLOOR(number, [factor]) Returns a number rounded down to the nearest multiple of factor (e.g., FLOOR(3.14159, 0.1) = 3.1 and FLOOR(3.14159, 2) = 2) GCD(number, number, [number, …]) Returns the greatest common divisor of two or more numbers GEOMEAN(number, [number, …]) Returns the geometric mean of a list of numbers IF(condition, true_value, [false_value]) Returns the true_value if the condition is TRUE or false_value if the condition is FALSE INT(number) Returns a number rounded down to the previous integer ISBLANK(value) Returns TRUE if a value is blank (empty); Otherwise, returns FALSE ISEVEN(value) Returns TRUE if a value is an even number; Otherwise, returns FALSE. ISLOGICAL(value) Returns TRUE if a value is a logical value; Otherwise, returns FALSE ISNONTEXT(value) Returns TRUE if a value is NOT text; Otherwise, returns FALSE ISNUMBER(value) Returns TRUE if a value is a number; Otherwise, returns FALSE ISODD(value) Returns TRUE if a value is an odd number; Otherwise, returns FALSE ISTEXT(value) Returns TRUE if a value is text; Otherwise, returns FALSE LCM(number, number, [number, …]) Returns the least common multiple of two or more numbers LN(number) Returns the natural logarithm of a number LOG(number, base) Returns the logarithm of a number, to a specified base LOG10(number) Returns the base 10 logarithm of a number MAX(number, [number, …]) Returns the largest value from a list of numbers MEDIAN(number, [number, …]) Returns the median (the middle value) of a list of numbers MIN(number, [number, …]) Returns the smallest value from a list of numbers MOD(dividend, divisor) Returns the remainder from a division between two numbers MODE(number, [number, …]) Returns the mode (the most frequently occurring value) of a list of numbers NOT(condition) Returns a logical value that is the opposite of a condition (ie. returns FALSE if condition is TRUE and returns TRUE if condition is FALSE) ODD(number) Returns a number rounded up to the next odd number OR(condition, [condition, …]) Returns TRUE if any of the conditions evaluate to TRUE, otherwise FALSE PI() Returns the constant value of Pi POW(number, power) Returns the result of a number raised to a power POWER(number, power) Returns the result of a number raised to a power PRODUCT(number, [number, …]) Returns the product of a list of numbers QUOTIENT(dividend, divisor) Returns the integer portion of a division between two numbers RADIANS(degrees) Returns degrees converted to a value in radians RAND() Returns a random number between 0 and 1 RANDBETWEEN(min, max) Returns a random number between two integers ROUND(number, [places]) Returns a number rounded up or down (following standard rules) to a certain number of decimal places ROUNDDOWN(number, [places]) Returns a number rounded up to a certain number of decimal places ROUNDUP(number, [places]) Returns a number rounded up to a certain number of decimal places SIGN(number) Returns the sign (+, -, 0) of a number SIN(number) Returns the sine of a number SINH(number) Returns the hyperbolic sine of a number SQRT(number) Returns the positive square root of a number SQRTPI(number) Returns the square root of a number multiplied by the constant Pi SUM(number, [number, …]) Returns the sum of a list of numbers TAN(number) Returns the tangent of a number TANH(number) Returns the hyperbolic tangent of a number TRUE() Returns the logical value TRUE TRUNC(number, [places]) Returns a number truncated to a certain number of significant digits by omitting less significant digits VALUE(text) Returns the text converted to a numeric value Arithmetic operators Negation -A converts A to a negative number Percent A% converts A to a percentage value by dividing it by 100 Exponentiation A ^ B raises A number to the power of B Multiplication A * B multiplies A by B Division A / B divides A by B Addition A + B adds B to A Subtraction A - B subtracts B from A Concatenation \"A\" &amp; \"B\" concatenates the text value A and B into a single text value \"AB\" Comparison formulas Equal A = B is TRUE when A is equal to B Not Equal A &lt;&gt; B is TRUE when A is not equal to B Greater Than A &gt; B is TRUE when A is greater than B Less Than A &lt; B is TRUE when A is less than B Greater Than or Equal A &gt;= B is TRUE when A is greater than or equal to B Less Than or Equal A &lt;= B is TRUE when A is less than or equal to B Examples (1 + 2) / 4 returns 0.75 POW(2, 4) returns 16 IF(ISEVEN(2), 100, 200) returns 100 AND(ISODD(1), ISEVEN(2)) returns TRUE ROUNDUP(1234.567 * 106%, 2) returns 1308.65 IF(1 &lt; 2, IF(3 = 3, \"you did it!\", 20), 30) returns you did it! 100 * (VALUE(\"123\" &amp; \".\" &amp; \"01\") + 7) returns 13001 ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496181725453-Learn-key-concepts-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496181725453-Learn-key-concepts-in-Zap-workflows", "title": "Learn key concepts in Zap workflows", "help_title": "Learn key concepts in Zap workflows", "slug": "_platform", "auth_signals": ["premium"], "text": "Learn key concepts in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier Learn key concepts in Zap workflows Updated August 13, 2026 08:46 Zap workflows are automated workflows that connect your apps to automate repetitive tasks. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. This guide walks you through key concepts you'll encounter when building Zap workflows. Then, use the Zap workflows quick start guide to learn how to build your first Zap. Action An action is an event a Zap performs after it is triggered. For example, if you want to send a text message each time you receive an email, the action is Send a text message. Learn more about using actions in Zap workflows . Alpha An app, feature, or product labeled “alpha” is still in active development and may change. It is only available to a limited number of users by invite. App An app is a web service or application, such as Google Docs, Slack, or Salesforce. Zapier offers integrations for 9,000+ apps, letting you move data between them or automate repetitive tasks. Explore the apps you can connect to Zapier . Asset The building blocks, like specific Zap workflows, Tables, and Forms, that make up your automation. Product Asset Zap workflows A Zap. Tables A table. Forms A form. Chatbots A chatbot. Canvas A canvas. Agents An agent. Autoreplay If you're on a Pro plan or higher and enable Autoreplay , Zapier will retry any Zap steps that fail due to temporary errors or downtime. Autoreplay will retry the step again immediately, and then a few more times if there is still an issue. If you're on a Pro plan or higher , you can manually replay Zap runs that fail or were not successful. Note Autoreplay is an account-wide setting. If it's enabled, it will work for all Zap workflows in the account. In Enterprise accounts: Only admins and owners can enable this feature for all Zap workflows in the account. Any member can override the Autoreplay setting for the account by enabling autoreplay for individual Zap workflows . Beta An app, feature, or product labeled “beta” is still in active development and may change. There are 2 kinds of betas: Open: available to all Zapier users. Closed: only available to members of Zapier’s Early Access program . Zapier tools Zapier tools help you do things like: Manipulate data coming in and out of your apps. Use AI to automate your work. Control how your workflows run. Store data. Learn more about how to use Zapier tools . Filter Filters can be added to any Zap to restrict it to run only when certain conditions are met. For example, if you want to send a text message each time you receive an email, you can add a filter so the Zap only runs when emails are received from a specific email address. Learn more about using filters in Zap workflows . Multi-step Zap A single-step Zap has one trigger and one action. If the Zap has more than one action, or includes filters or searches, it is considered a multi-step Zap. Multi-step Zap workflows are only available on paid plans . Paths Paths let you build advanced workflows to perform different actions based on different conditions. Paths use conditional, if/then logic: if A happens in your trigger app, then perform this action, if B happens, then perform this other action, and so on. Learn more about using paths in Zap workflows . Polling interval The polling interval is the frequency that Zapier will check your trigger apps for new data. The available intervals depend on your Zapier pricing plan and the app your trigger uses. Note Triggers labeled Instant will always trigger Zap workflows immediately (regardless of pricing plan). The trigger app will push the data to Zapier when the event happens. Depending on your plan, you can change when their polling triggers run . Premium app Premium apps on Zapier are only available to users on a paid Zapier plan or while on a free trial . Task A task is an action your Zap successfully completes. For example, if your Zap has an action to create new Google Contacts, each contact that is created will count as one task. Learn more about tasks in Zapier . Test record When you first set up your Zap trigger, Zapier will attempt to find some existing data from your trigger app to use in the Zap. For example, if your trigger brings in data from a new Google Sheets spreadsheet row, Zapier will pull in an existing row. The sample row can then be used as a test record to set up your action steps. Trigger A trigger is an event that starts a Zap. For example, if you want to send a text message each time you receive an email, the trigger is ‘new email in inbox’. Learn more about using triggers in Zap workflows . Zap A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs. Learn more about creating a Zap and managing your Zap workflows . Zap editor The Zap editor allows you to create a Zap from scratch. In the Zap editor, you can set up a trigger and one or more actions. Zap history Your Zap History displays a log of all Zap workflows runs and info about your account's task usage. Learn more about Zap History . Zap outline The Zap outline displays all steps in your Zap. When you select a step, a sidebar will open one the right, displaying additional information and options for the step. Zap runs Zap runs are each instance of a Zap being triggered and performing the action step(s) in the Zap. Zap runs are viewable from both the Zap history page as well as in the Zap editor . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496181445261-Zap-limits", "final_url": "https://help.zapier.com/hc/en-us/articles/8496181445261-Zap-limits", "title": "Zap limits", "help_title": "Zap limits", "slug": "_platform", "auth_signals": [], "text": "Zap limits &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap limits Updated May 29, 2026 18:19 Zapier and the apps that you use have limits to ensure their infrastructure can efficiently serve all customers. Task limits Each Zapier plan includes a monthly task allowance. A task is counted each time an action step in your Zap runs successfully. Trigger, filter, and certain built-in tool steps do not count as tasks. When you reach your task limit: Your Zap runs will be held , not lost. Held runs are paused and can be replayed from your Zap History once you have available tasks. Zapier sends email notifications as you approach and reach your limit. If you need more tasks, you can enable pay-per-task billing to continue running Zap workflows beyond your plan's included tasks, or upgrade your plan for a higher monthly allowance. Zap step limits General step limits Moving steps Copying and pasting steps General step limits Zap workflows are limited to 100 steps, including all steps within paths. If you need more than 100 steps, you can separate your Zap into multiple Zap workflows. During a free trial , only the first 30 steps of a Zap will run. Each action step has a limit of 1,000 fields. This includes fields like Name and Email Address that are standard in your app and custom fields that you create in your app. If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions , you must request their approval before the Zap can be published. Moving steps You can only drag and drop individual path steps. You cannot drag and drop an entire path group. If you reorder a step or path and place that step after another that uses its information, you’ll see an alert asking you to update mapped fields , as these will no longer be available after the move. Triggers and path conditions cannot be moved. Steps can only be moved within the same Zap. Copying and pasting steps You can only: Replace a single path with another single path. Replace a path group with another path group. All action steps, paths, and filter conditions for that path or path group will be copied and replaced. Paste a path or path group at the end of a Zap. You cannot copy and paste steps: That use a private app connection that has not been shared with you. That use a private app that you don’t have access to. Between different Zapier accounts. Between different internet browsers. While using Firefox’s private mode. Zap rate limits When a large number of triggers or actions occur within a short time span, they will be throttled ( rate limited ) to reduce their frequency. This is due to rate limits imposed by Zapier and the apps you use, which restrict the number of API requests you can make within a specific time frame. Note Zapier rate limits and app rate limits are separate. Zapier controls how often your Zap workflows can run, while each third-party app enforces its own API limits. If you see an error, check whether the message references Zapier or the app to determine the source. Instant triggers Polling triggers Apps Private apps Instant triggers Zap workflows with instant triggers will encounter 429 errors if they exceed 20,000 requests every 5 minutes per user. Polling triggers The number of records that a polling trigger returns per poll is determined by the app. For example, an app may be designed to only retrieve the 100 most recent events, or only retrieve events created within the last 24 hours. If you’re on a Free or trial Zapier plan , Zap workflows with polling triggers will be held if they exceed 200 requests every 10 minutes per Zap. Held runs are paused. You can replay them once the limit resets. Apps Each app on Zapier has its own API limits and throttling mechanism. An app's rate limit is shared across all Zap workflows in your account. If you are using an app’s API heavily, you may need to contact the app to increase your usage. Information about rate limits can be found in the Zapier Help Center by looking for an app’s “How to Get Started” article or in the app’s API documentation. Learn more about rate limits for: Code by Zapier Webhooks by Zapier Tables by Zapier Tip To differentiate between an app error and a Zapier error, look for “Zapier” in the error message. Private apps Private app rate limits are based on the private app owner’s current Zapier plan . When using private apps, Zap runs will be held if they exceed the following limits: Free and Professional plans: 100 requests every 60 seconds. Team and Enterprise plans: 5,000 requests every 60 seconds. To increase your private app rate limit, you must reach out to your private app owner. The private app owner is likely the developer who shared access to the private app with you. Flood protection Flood protection is a way for Zapier to limit how many new events can be sent through your Zap to ensure the system works efficiently. Instant triggers Polling triggers Instant triggers Instant triggers are not subject to flood protection , as each item is sent to the trigger individually. Some exceptions include Google Sheets and Google Calendar \"New Event\" and \"Updated Event\" instant triggers, which use both webhook and polling techniques . Polling triggers For Zap workflows that use polling triggers, if you have 100+ events that trigger a Zap at once, Zapier will hold them for you. Flood protection counts all incoming trigger items before any Filter or Path steps run. Even if most items would be filtered out, the initial count can still activate flood protection. You will receive an email requesting you to confirm these actions should run. This helps to prevent a large number of actions from running by mistake and protects your task limit . Once you confirm they should run, you can use the Replay feature to let them continue. Zapier processes these replayed Zap runs at a rate of 1 per second. For example, 1,000 Zap runs will take a little over 15 minutes to complete. If you do not want these Zap runs to continue, you can delete them . To ensure your Zap workflows aren't stopped by your apps' rate limits, Zapier may also spread out groups of tasks that trigger all at once. Learn how to adjust the flood protection limit in your Zap . What do I do if I exceed a rate limit? You can: Replay the Zap run. This will retry the steps in your affected Zap runs. Add a Delay After Queue step to your Zap , which pauses actions for a specific time before running them. This will spread out the rate at which the Zap runs those actions. Adjust the flood protection limit in your Zap. You must have a paid Zapier plan . Enable pay-per-task billing to continue running Zap workflows beyond your plan's included tasks. Upgrade your plan for a higher monthly task allowance. Two-way syncing Zapier does not support two-way syncing between apps. Zap workflows are one-way automations. In certain scenarios, you can imitate two-way syncing by setting up two different Zap workflows that perform opposite actions. For instance, you could have one Zap that creates a new spreadsheet row for every new contact created and another that creates a new contact for every new spreadsheet row. If you attempt this, be careful not to create a Zap loop — where Zap workflows run over and over again from the same data, quickly using up your plan tasks . Learn how to avoid Zap loops . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496181993613-Security-and-Compliance", "final_url": "https://help.zapier.com/hc/en-us/articles/8496181993613-Security-and-Compliance", "title": "Security and Compliance", "help_title": "Security and Compliance", "slug": "_platform", "auth_signals": [], "text": "Security and Compliance &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Security and Compliance Updated March 23, 2026 12:31 Zapier takes compliance seriously and understands its significance to both customers and partners. For this reason, Zapier have obtained independent third-party auditor certifications with the AICPA’s SOC for Service Organizations, SOC 2 Type II, and SOC 3. Access security documentation in the Trust Center The Zapier Trust Center is where you can access Zapier's security and compliance documentation. The following documents are available: SOC 2 Type II report SOC 3 report Penetration testing results Security whitepaper Security policies Zapier's SOC 2 Type II audit is conducted annually. Updated reports are published in the Trust Center after each audit cycle. Documents that require an NDA Some documents in the Trust Center are not public-facing. To access them, you need to sign a nondisclosure agreement (NDA) directly within the Trust Center. The process is self-service: Go to the Zapier Trust Center . Find the document you need. Follow the prompt to review and sign the NDA. Once signed, the document will be available for download. You do not need to contact Zapier Support or Sales to sign the NDA or access these documents. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496018184845-Common-Problems-with-Squarespace-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496018184845-Common-Problems-with-Squarespace-on-Zapier", "title": "Common Problems with Squarespace on Zapier", "help_title": "Common Problems with Squarespace on Zapier", "slug": "squarespace", "auth_signals": [], "text": "Common Problems with Squarespace on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website &amp; app building Squarespace Commerce Common Problems with Squarespace on Zapier Updated July 27, 2023 11:44 Does the app need any special plan pricing? To use Zapier with Squarespace, you must be on the Website Business plan or higher. To learn more, visit their Premium features page. &nbsp; My form doesn't appear in the Zap's dropdown menu Zapier can only receive data from Form and Newsletter blocks in Squarespace. Forms created as part of a Cover Page or a product order are not supported. As a workaround, you can configure other form types in Squarespace to use Google Drive or an email address as its storage. You can then trigger your Zap using the Google Sheets or Email Parser integrations. Note If your form is within a Form Block and doesn't appear in the dropdown, delete and recreate it within your Squarespace site. It should then appear when you refresh the Zap's dropdown menu.&nbsp; &nbsp; I can't turn on my Zap, even though it tested successfully Squarespace only allows for one live Zap to be associated with a form, so if you have an existing Zap turned on that's connected to your form, you'll need to turn it off before turning on another. &nbsp; I can't find the right form When you create a form in Squarespace, it will be named \"New Form\" by default. If you are seeing multiple forms with the same name in Zapier, change the names of your forms on your Squarespace site, then check again. &nbsp; When I test a trigger, it doesn't show my data Squarespace only provides default data for trigger tests. &nbsp; Squarespace is showing me the message \"Status: Awaiting Connection\" in the Storage tab of my form If you see this message, you need to complete the remaining steps of the connection process. You can find more details in this Squarespace help guide . &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496197098253-JavaScript-code-examples-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496197098253-JavaScript-code-examples-in-Zap-workflows", "title": "JavaScript code examples in Zap workflows", "help_title": "JavaScript code examples in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "JavaScript code examples in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code JavaScript code examples in Zap workflows Updated May 29, 2026 18:14 This page provides examples for using JavaScript code steps . Every example depends on specific inputData , which is provided under the \"Input Data\" field when setting up your Zap. For example, if you add these three input data fields: body receivedDate subject You can reference them in your code as inputData.body , inputData.receivedDate , and inputData.subject . Make sure you review the code examples and provide the right inputs, otherwise nothing will work as expected. Note JavaScript is an advanced programming language. If you're not familiar with JavaScript, ask a developer for help, or use a trusted AI assistant to learn or debug. Introductory examples Each of the four examples below expects a name in the \"Input Data\" field. Here's a synchronous example: return {id: 1234, hello: 'world!', name: inputData.name}; You can also bind the result to output —the code above has exactly the same behavior as the code below: output = {id: 1234, hello: 'world!', name: inputData.name}; Here's a synchronous example with an early empty return: if (inputData.name === 'Larry') { return []; // skip this input } return {id: 1234, hello: 'world!', name: inputData.name}; Note If Code by Zapier is the Zap's trigger and you return an empty array [] , no actions will trigger downstream. This does not apply when Code by Zapier is used as an action, only when it is the trigger. Here's an asynchronous example: callback(null, {id: 1234, hello: 'world!', name: inputData.name}); Introductory HTTP example Code steps support async // await , which simplifies asynchronous JavaScript code. Learn more about await . Here's an asynchronous example (no \"Input Data\" needed): const res = await fetch('http://example.com/'); const body = await res.text(); return {id: 1234, rawHTML: body}; // or // output = {id: 1234, rawHTML: body} For older Code steps, you can do the same with promises: return {id: 1234, hello: 'world!', name: inputData.name}; 0 Note Be sure to use callback in asynchronous code that uses .then() . Introductory logging example This example expects a name in the \"Input Data\" field: if (inputData.name) { console.log('got name!', inputData.name); } return {id: 1234, hello: 'world!', name: inputData.name}; Tip Test your action and check the data to find the console.log result. Simple math: divide by two This example expects a rawNumber in the \"Input Data\" field: return { calculatedNumber: Number(inputData.rawNumber) / 2 }; Simple email extraction This example expects a rawText in the \"Input Data\" field: return { firstEmail: (inputData.rawText.match(/([\\w._-]+@[\\w._-]+\\.[\\w._-]+)/gi) || [])[0] }; Complex multiple email extraction This example expects a rawText in the \"Input Data\" field: var emails = inputData.rawText.match(/([\\w._-]+@[\\w._-]+\\.[\\w._-]+)/gi) || []; return emails.map(function(email) { return {email: email}; }); Because this returns an array like [] instead of a single object like {} , this will activate follow-up actions multiple times, one for each email found. If no emails are found, nothing happens. Store state Use the StoreClient utility to store data between runs. For example, this counter tracks how many times it is run: const store = StoreClient('your secret here'); const count = await store.get('some counter') const newCount = (count || 0) + 1; await store.set('some counter', count); return {count: newCount} For older Code steps, you can do the same with promises: var store = StoreClient('your secret here'); var outCount; store .get('some counter').then(function(count) { count = (count || 0) + 1; outCount = count; return store.set('some counter', count); }).then(function() { callback(null, {'the count': outCount}); }).catch(callback); Learn more about StoreClient . Note Zapier advises against inputting sensitive information such as api_key in Code or Webhook steps as plain text. For a more secure technique, build your own private app on the Zapier Developer Platform . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496048935821-How-to-get-started-with-Google-Business-Profile-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496048935821-How-to-get-started-with-Google-Business-Profile-on-Zapier", "title": "How to get started with Google Business Profile on Zapier", "help_title": "How to get started with Google Business Profile on Zapier", "slug": "google-business-profile", "auth_signals": ["oauth"], "text": "How to get started with Google Business Profile on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website &amp; app building Google Business Profile How to get started with Google Business Profile on Zapier Updated September 19, 2025 14:19 Google Business Profile and Zapier connect to automate your work. You can trigger actions when new reviews are added and create replies or posts. Prerequisites To use the Google Business Profile app on Zapier, you must have: A Google account. A verified Google Business Profile that has been active for 60+ days (this can be your own business or one you manage).&nbsp; Owner or Manager permissions on the Google Business Profile you want to connect.&nbsp; A website listed on your Google Business Profile.&nbsp; Google's Advanced Protection Program must be disabled on your Google Account (if enabled).&nbsp; Connect Google Business Profile to Zapier To create an app connection to Google Business Profile on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Google Business Profile . Click Add connection . A new browser tab or window will open. Log into Google Business Profile to authenticate. Grant Zapier permission to access your account if prompted to. Your Google Business Profile account is now successfully connected to Zapier. About Google Business Profile's app Triggers, searches, and actions Triggers New Review (Instant) - Triggers when a new review is created. Searches No search actions available for this app. Actions Create Reply - Creates a reply for a specified review or updates the reply if one already exists. Create Post - Creates a post for a specified location. API Request (Beta) - Makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits of 300 requests per minute (QPM) apply to all Google Business Profile APIs - if you exceed these limits, you'll receive a 429 error. There is a strict limit of 10 edits per minute per Google Business Profile location, and this limit cannot be increased. Templates View all of Google Business Profile's templates . Use cases 5 ways to automate Google Business Profile Automatically respond to Google Business Profile reviews Google Workspace automation 5 ways to respond faster to customer reviews Using Zapier with Google apps for marketers Use ChatGPT to summarize Google My Business reviews Additional Google Business Profile resources Zapier's Google Business Profile integration page Google Business Profile's Help Center Google Business Profile's API documentation &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496197130893-Python-code-examples-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496197130893-Python-code-examples-in-Zap-workflows", "title": "Python code examples in Zap workflows", "help_title": "Python code examples in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Python code examples in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Python code examples in Zap workflows Updated May 29, 2026 18:14 This page provides examples for using Python code steps . Every example depends on specific input_data , which is provided under the \"Input Data\" field when setting up your code step. For example, if you add these three input data fields: body name subject You can reference them in your code as input_data['body'] , input_data['name'] , and input_data['subject'] . Make sure you review the code examples and provide the right inputs, otherwise nothing will work as expected. Note Python is an advanced programming language. If you're not familiar with Python, ask a developer for help. Introductory examples Each of the four examples below expects a name in the \"Input Data\" field. Here's an easy example: return {'id': 1234, 'hello': 'world!', 'name': input_data['name']} You can also bind the result to output —the code above has exactly the same behavior as the code below: output = {'id': 1234, 'hello': 'world!', 'name': input_data['name']} Here's an example with an early empty return: if input_data['name'] == 'Larry': return [] # skip this input return {'id': 1234, 'hello': 'world!', 'name': input_data['name']} Introductory HTTP example A more complex example (no \"Input Data\" needed): response = requests.get('http://example.com/') response.raise_for_status() return {'id': 1234, 'rawHTML': response.text} Introductory logging example This example expects a name in the \"Input Data\" field: if input_data.get('name'): print('got name!', input_data['name']) return {'id': 1234, 'hello': 'world!', 'name': input_data['name']} Tip Test your action and check the data to find the print result. Simple math: divide by two This example expects a rawNumber in the \"Input Data\" field: return {'id': 1234, 'hello': 'world!', 'name': input_data['name']} 0 Simple email extraction This example expects a rawText in the \"Input Data\" field: import re emails = re.findall(r'[\\w._-]+@[\\w._-]+\\.[\\w._-]+', input_data['rawText']) return { 'firstEmail': emails[0] if emails else None } Complex multiple email extraction This example expects a rawText in the \"Input Data\" field: import re emails = re.findall(r'[\\w._-]+@[\\w._-]+\\.[\\w._-]+', input_data['rawText']) return [ {'email': email} for email in emails ] This will trigger multiple downstream actions, one for each email found. If no emails are found, nothing happens. Formatting a comma-separated list If you need to create a comma-separated list and eliminate blank values, this snippet will create the list and remove blanks. This example expects a values entry in the \"Input Data\" field like this: import re values = re.sub('(^,+|,+$)', '', input_data['values']) values = re.sub(',+', ',', values) return [{'values': values}] Weather JSON API call This example expects a zipCode in the \"Input Data\" field: zc = input_data['zipCode'] url = 'http://api.openweathermap.org/data/2.5/weather?zip=' + zc + ',us' response = requests.get(url) response.raise_for_status() return response.json() XML parsing If you need to parse XML and return it, you can use the built-in XML libraries: from xml.etree import ElementTree root = ElementTree.fromstring(''' 1 2 3 ''') return [ {field.tag: field.text for field in child} for child in root.findall('child') ] If you need to make an API call to parse XML, you can combine this with the requests examples above: from xml.etree import ElementTree response = requests.get('http://yourapi.com/xml') root = ElementTree.fromstring(response.text) return [ {field.tag: field.text for field in child} for child in root.findall('child') ] Note The part for iterating the data ( for child in root.findall('child') ) will change depending on the API response. It will not be exactly parent or child like the example above. Store state Use the StoreClient utility to store data between runs. For example, this counter tracks how many times it is run: store = StoreClient('some secret') count = store.get('some counter') or 0 count += 1 store.set('some counter', count) return {'the count': count} Learn more about StoreClient . Generate unique ID (UUID) When you use a Code trigger to connect to an app that uses polling to retrieve new data, your Zap will only trigger if the ID is unique. This prevents duplicates. In the 'hello': 'world!' example above, the Zap will trigger the first time it receives 'id': 1234 . If a later poll retrieves 'id': 1234 again, it will not trigger for that data. One way to make the ID unique each time the Zap runs is to use the uuid library: import uuid return { 'unique_id': str(uuid.uuid4()) } Only once per hour In conjunction with a Filter step , you can use code like this to limit the number of times your Zap can run per hour (which is configurable): every_seconds = 60 * 60 store = StoreClient('some secret') import time now = int(time.time()) last_post = store.get('last_post') or now - every_seconds + 1 output = {'run': 'no'} if last_post &lt; (now - every_seconds): output = {'run': 'yes'} store.set('last_post', now) # set up a filter after this that checks if run is exactly yes Note Without a follow-up Filter step, this will not work. Bulk lookup table If you have hundreds of values for lookup, you might want to use code instead of the built-in lookup table tool. This makes it easier to manage, but you'll want to set up the input values like this: output = {'id': 1234, 'hello': 'world!', 'name': input_data['name']} 0 Now you can use the \"Out Value\" in later steps. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496038845325-Fix-Throttled-by-Zapier-or-Zapier-has-blocked-this-task-errors-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496038845325-Fix-Throttled-by-Zapier-or-Zapier-has-blocked-this-task-errors-in-Zap-workflows", "title": "Fix Throttled by Zapier or Zapier has blocked this task errors in Zap workflows", "help_title": "Fix Throttled by Zapier or Zapier has blocked this task errors in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Fix &quot;Throttled by Zapier&quot; or &quot;Zapier has blocked this task&quot; errors in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Fix &quot;Throttled by Zapier&quot; or &quot;Zapier has blocked this task&quot; errors in Zap workflows Updated May 29, 2026 18:19 Your Zap errors and has a stopped status in your Zap history. Typically, there is a large volume of Zap runs with this status. You might see one of these error messages in your Zap run details : \"Too much data received for one task (... bytes), Zapier has blocked this task.\" \"Too much data received (... *... bytes) within a ... second window, Zapier has blocked this task. Resets in ... seconds.\" \"Throttled by Zapier! Max ... runs per ... seconds.\" Causes This happens when your Zap makes too many requests to Zapier or a connected app within a short period of time, resulting in a rate limit being exceeded. The limit is imposed either by Zapier or the app. How to fix it To fix the issue: Review the Zap rate limits article. This will help you determine if this is a Zapier or app-related issue. If the message mentions a second window or a maximum number of runs per second, replay the Zap run . Add a delay after queue step to your Zap , which holds actions for a specific time before running them. Paid Zapier plan users can adjust the flood protection limit on your Zap . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8495980256141-Troubleshooting-Code-JavaScript-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8495980256141-Troubleshooting-Code-JavaScript-on-Zapier", "title": "Troubleshooting Code JavaScript on Zapier", "help_title": "Troubleshooting Code JavaScript on Zapier", "slug": "_platform", "auth_signals": [], "text": "Troubleshooting Code (JavaScript) on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Troubleshooting Code (JavaScript) on Zapier Updated May 22, 2026 15:22 Use this article to troubleshoot common issues when using Code (JavaScript) by Zapier. Find your problem below and follow the steps to fix it. Error messages These are specific error messages you might encounter when running JavaScript or Python Code steps. Scripting payload too large Symptom Your Code step fails with the error \"Scripting payload too large.\" Causes The environment in which Code steps run (AWS Lambda) has an I/O limit of 6 MB. The total size of the code and the data it processes cannot exceed that limit. How to fix it Reduce the amount of data your function returns. Return only the keys you need instead of entire JSON structures. If you are processing a large API response, filter or trim the data before returning it. Process exited before completing request Symptom Your Code step fails with the error \"Process exited before completing request.\" Causes Your script completes without calling callback . Your fetch().then() chain does not have a .catch() for errors, causing the process to exit silently. How to fix it Add .catch(callback) to your fetch().then() chain so errors are passed as the first argument. Alternatively, use await with a Code step to avoid callback issues entirely. NoneType object does not support item assignment Symptom Your Code step fails with the error \"'NoneType' object does not support item assignment.\" Causes You used indexed assignment on a value that is None , for example my_dict[key] = value when my_dict is None . A variable you expected to be a dictionary or list was never initialized, or came back as None from input_data or an earlier step. How to fix it Initialize containers before you assign into them, for example assign {} or [] first if you are building a dict or list. When reading input_data , use .get() or check is not None before you assign into nested structures. Avoid reusing variable names in a way that overwrites Zapier-provided values with None . You cannot return more than 250 items from a Code action Symptom Your Code step fails with the error \"You cannot return more than 250 items from a Code action.\" Causes Code steps are limited to 250 items in the output object. How to fix it Reduce the number of items in your return object to 250 or fewer. If you need to process more items, split the work across multiple Code steps or filter the data before returning it. Time and memory limits Symptom Your Code step fails with a timeout or memory error. Causes Code steps have rate limits and throttling that vary by plan. Your Zap will error if it exceeds these limits. How to fix it Review the Code by Zapier rate limits for your plan. Optimize your code to reduce execution time and memory usage. If you are using third-party packages, large packages can increase install time. Try using a smaller, more focused package. Zapier SDK errors These issues relate to using the Zapier SDK in Code steps. Authentication failed Symptom Your Code step fails with the error \"Authentication failed\" when using the Zapier SDK. Causes The app connection used by the SDK has expired or been revoked. How to fix it Reconnect the app connection in the Zap editor. Confirm the connection is active in your app connections . Connection not found Symptom Your Code step fails with the error \"Connection not found\" when using the Zapier SDK. Causes The connection is not selected in the Code step's connection picker. The appKey in your code does not match the connected app (for example, using \"Slack\" instead of \"slack\" ). How to fix it Open the Code step and check the connection picker to confirm the correct connection is selected. Verify the appKey in your code matches the app you connected. Use the Zapier SDK CLI to confirm the correct app key. If you have not logged in on this computer yet, run npx @zapier/zapier-sdk-cli login , then run npx @zapier/zapier-sdk-cli list-connections --owner me in your local terminal. Debugging If your Code step produces an error you cannot identify, use a linter to find issues in your code. Tools like JSHint and ESLint can help. Paste your code directly into these tools. Example: Using a linter to find a bug If your code has an error about response not being defined: fetch('http://example.com/').then(function(res) { return res.text(); }).then(function(body) { callback(null, {id: 1234, rawHTML: response}); }).catch(function(error) { callback(error); }); In JSHint , paste the code with the extra globals definition so the linter knows about Zapier's provided variables: /* globals inputData, output: true, fetch, callback */ fetch('http://example.com/').then(function(res) { return res.text(); }).then(function(body) { callback(null, {id: 1234, rawHTML: response}); }).catch(function(error) { callback(error); }); The linter results show that response is incorrect. The correct variable is body : Note You can safely ignore any warnings about \"unused variables\" for inputData , output , fetch , or callback . Zapier provides those for your convenience. However, if you notice other variables listed, it might indicate a bug in your code. Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496182526221-Data-pagination-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496182526221-Data-pagination-in-Zap-workflows", "title": "Data pagination in Zap workflows", "help_title": "Data pagination in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Data pagination in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Data pagination in Zap workflows Updated May 29, 2026 18:20 Pagination is a way for apps to divide big data sets into smaller subsets, or pages. Many apps use pagination to limit the amount of data they send at once. This protects the app from being overloaded by large data requests and improves the speed of processing. Example If you have 1 million invoices in your accounting app, a request for all invoices would take a long time and delay your ability to set up and use the Zap. Instead, your accounting app can use pagination to limit the request to a smaller subset, like the 25 most recent invoices. How does pagination work? Each app that uses pagination has different rules for how much data to send. Some methods include sending a certain amount of data sorted: Chronologically (e.g. newest results first or oldest first). Using custom parameters (e.g. using SOQL queries in Salesforce). Alphabetically order (e.g. A to Z or Z to A). By results within a given time period. Data pagination settings are built into an app and are not settings that you can change. Pagination usually occurs in dropdown menus and trigger test records . Learn how to troubleshoot data pagination issues in your dropdown menu fields and trigger test records . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496197880845-How-is-my-account-affected-by-India-s-e-mandate-directive", "final_url": "https://help.zapier.com/hc/en-us/articles/8496197880845-How-is-my-account-affected-by-India-s-e-mandate-directive", "title": "How is my account affected by India s e mandate directive", "help_title": "How is my account affected by India s e mandate directive", "slug": "_platform", "auth_signals": [], "text": "How is my account affected by India’s e-mandate directive? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing How is my account affected by India’s e-mandate directive? Updated September 15, 2025 12:36 As of October 1, 2021, the Reserve Bank of India’s (RBI’s) new rules for all recurring payments that use India Bank cards went into effect. Additional approvals are now required for any auto-renew transaction over 5,000 Indian Rupees (INR). At this time, any recurring transaction over 5,000 INR may be declined. Zapier is working on a long-term solution in accordance with the framework for processing recurring online transactions . How do I pay for a declined invoice? If your payment was declined, y ou can retry it at any time. To retry a payment: Go to Billing and usage . In the Payment information section, an alert will display two buttons. You can:&nbsp; Click Pay invoice to retry your current payment method.&nbsp; Click Update your payment information to edit the information before retrying.&nbsp; Once you click Pay invoice , you'll be shown the amount to be charged. Click Pay now . Complete the 3D Secure verification .&nbsp; Note If your card requires additional security authentication ( 3D Secure ), you will be prompted to complete that verification step before being charged. &nbsp;&nbsp; For additional help, please contact Zapier Support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496198017805-How-to-report-security-concerns-to-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496198017805-How-to-report-security-concerns-to-Zapier", "title": "How to report security concerns to Zapier", "help_title": "How to report security concerns to Zapier", "slug": "_platform", "auth_signals": [], "text": "How to report security concerns to Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security How to report security concerns to Zapier Updated July 27, 2023 09:35 If you think you’ve received a phishing email or need to report a security concern to Zapier, contact phishing@zapier.com . A genuine Zapier email will always come from a zapier.com domain. Some phishing emails attempt to spoof (impersonate) the email address that Zapier sends emails from. They appear to come from a zapier.com address but are actually sent from a different domain. Do not click on any links or attachments in suspicious emails. Example In the phishing example below, the address that the email was sent from is incorrect. The lowercase “i” was replaced by a lowercase “l”. Instead of the domain zapier.com, it uses the domain zapler.com. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496199211277-Zap-isn-t-triggering", "final_url": "https://help.zapier.com/hc/en-us/articles/8496199211277-Zap-isn-t-triggering", "title": "Zap isn t triggering", "help_title": "Zap isn t triggering", "slug": "_platform", "auth_signals": [], "text": "Zap isn&#39;t triggering &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap isn&#39;t triggering Updated March 31, 2026 16:22 You check your Zap History and do not see a new run but you know the trigger event happened on your trigger app. Causes This can occur for multiple reasons: Your Zap is not turned on. The items existed prior to the Zap being turned on. There is a connection issue between your app and Zapier. The incorrect trigger event was selected. The trigger event options do not match the data you're looking for. How to fix it 1. App-specific checks The issue with a Zap not triggering is generally specific to the trigger app that you are using. Here are some links to common articles related to popular apps that often experience triggering issues: Gmail triggers are not working Google Sheets triggers are not working Facebook Lead Ads triggers are not working Xero triggers are not working Microsoft Outlook triggers are not working OnceHub triggers are not working 2. Check that the Zap is turned on In the Zap editor, you can check if the switch on the top left of the screen is on. If not: Click the switch to turn the Zap on. Test the Zap by creating new data on your app to trigger the event. Example If your Zap triggers every time you receive a new email, send yourself a new email to test the Zap. 3. Check if the data was created before the Zap was turned on Because of how Zapier works, your Zap will not trigger on existing data . It will only pick up new data. If you want to import existing information from one app to another, you can do a one-time transfer . 4. Check your trigger app account connection If you don't see any Zap runs, your Zap may be having trouble connecting to the trigger app. Check if the account is connected and that the connection is working: In the Zap editor, click the Trigger step. A dialog box will open. Click the Account tab. Check if you’re using the correct app account and if the app account is connected to Zapier. If the correct app account isn’t connected, click the account dropdown menu and click + Connect a new account . If your app account connection is not working, reconnect your app account . 5. Check your trigger app account permissions If your Zap still is not triggering, it's essential to verify that the connect app account has the proper permissions to allow Zapier access to it. To check: Log into the app. Review account access. Look for any permissions or access settings relating to third-party integrations. The account may need full administrator permissions. Ensure that Zapier is listed as an authorized app. If it's not, you may need to reauthorize the connection or grant necessary permissions. If you are having trouble locating your permissions or access settings, contact your app's administrator. Once your permissions or access settings have been updated, reconnect your app account . 6. Check that you're using the correct trigger event Your Zap may be using a trigger that does not pick up the data you're expecting. You can check what the selected event will pick up: In the Zap editor, click the Trigger step. A dialog box will open. In the App &amp; event tab, check if the correct Event is selected. Example For example, if your app differentiates between contacts and leads, and you want the Zap to trigger when new leads are created, make sure that the trigger event is “New Leads” and not “New Contacts”. 7. Check your trigger options If your trigger has any additional options, check that they're correctly filled in and set up. In the Zap editor, click the Trigger step. A dialog box will open. Click the Configure tab (if available) and check each option. Example You’ve set a “New Subscriber” trigger to pick up when new subscribers are added to the “ABC list,” but you are actually adding them to the \"123 list.” You can update the selected list to ensure the new subscribers will be picked up by the Zap. 8. Turn the Zap off and on If none of the previous fixes works for your Zap, you can try turning it off and on, to force it to refresh the data and re-establish a connection to the app. In the Zap editor, click the switch to turn the Zap off. Click the switch again to turn the Zap back on. Test the Zap by sending new data to cause the trigger event to happen. If you're still unable to identify why your Zap isn't triggering, contact Zapier support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496199434765-View-and-save-your-browser-console-logs", "final_url": "https://help.zapier.com/hc/en-us/articles/8496199434765-View-and-save-your-browser-console-logs", "title": "View and save your browser console logs", "help_title": "View and save your browser console logs", "slug": "_platform", "auth_signals": [], "text": "View and save your browser console logs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Get help View and save your browser console logs Updated July 10, 2023 21:22 Zapier support may need to view your web browser’s console logs when helping you troubleshoot an issue. Your console logs may provide additional info about what is causing your issue. &nbsp; Console logs in Chrome In your Google Chrome window, click the three dots icon in the top right corner. In the dropdown menu, select More Tools . In the next dropdown menu, select Developer Tools . In the sidebar that opens, Zapier Support may request logs from the Network or Console tab at the top. Copy the console logs to your clipboard or take screenshots of the logs to share with Zapier Support. &nbsp; Console logs in Firefox In your Mozilla Firefox window, click the three horizontal lines icon in the top right corner. In the dropdown menu, select More Tools . In the next dropdown menu, select Browser Console . A popup window will appear with your logs. Copy the console logs to your clipboard or take screenshots of the logs to share with Zapier Support. &nbsp; Console logs in Safari Open a Safari window. In the top menu of your Mac computer, select Safari . In the dropdown window, select Settings . In the pop-up window, select Advanced from the pop-up windows top menu. Select Show Develop menu in menubar to enable the checkbox. Close the pop-up window. In the top menu of your Mac computer, select Develop . In the dropdown menu, select Show Web Inspector . Copy the console logs to your clipboard or take screenshots of the logs to share with Zapier Support. &nbsp; Console logs in Microsoft Edge In your Microsoft Edge window, click the three dots icon in the top right corner. In the dropdown menu, select More Tools . In the next dropdown menu, select Developer Tools . Copy the console logs to your clipboard or take screenshots of the logs to share with Zapier Support. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496199466125-Can-t-turn-on-or-publish-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/8496199466125-Can-t-turn-on-or-publish-Zap", "title": "Can t turn on or publish Zap", "help_title": "Can t turn on or publish Zap", "slug": "_platform", "auth_signals": ["premium"], "text": "Can&#39;t turn on or publish Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Can&#39;t turn on or publish Zap Updated May 29, 2026 18:19 If you’re having trouble turning on or publishing your Zap, it could be due to one of the following issues: Tip If specific error messages are appearing in the editor, refer to Zapier’s error reference guide . Zap has incomplete steps If your Zap is missing steps or doesn’t have all the required fields filled out, you will not be able to turn it on. In the Zap editor, a warning icon will appear in the upper left of incomplete Zap steps. To turn the Zap on, you must finish setting up the step, including filling in all required fields. If you're unable to complete a step because you can't successfully test the step, learn what to do if sample data won't load . App accounts are not connected If the app accounts used in your Zap are not properly connected, your Zap cannot be turned on. To check if there are issues with your app account connection: Open your Zap in the Zap editor. In the Account tab, the step will display a warning icon if there are issues with the connection. Click the three dot icon ICON next to the connection to open the dropdown. Click Reconnect . A dialog box will open. Follow the instructions in the dialog box to reconnect your app account. You can also manage your app account connections in the My apps page. Connected app limitations Some apps require a paid subscription in order to use their API. If you’re not on a paid subscription for these apps, it will affect your ability to use them in Zap workflows. Any known app limitations or restrictions are documented in the app’s \" How to Get Started \" article or you can contact the app's support for more help. Zapier account limitations If you’re on a free Zapier plan, you cannot turn on your Zap if it: Uses a premium app . Is a multi-step Zap , which has more than one action step. You must have a paid Zapier plan to use premium apps and build multi-step Zap workflows. Your draft is identical to the published Zap You cannot publish a Zap draft if it is the same as the current published version. The Publish button will remain disabled until you make changes to the draft. Your account restricts or prohibits the app In Enterprise accounts , account admins can manage access to apps . If your Zap uses an app that is restricted or not on the allowed list, you will not be able to publish it. Ask your account admin to add the app to the allowed list or remove it from the restricted list. Your account has publish approvals enabled If you're a member of an Enterprise account, your account admins or owner may have publish approvals enabled. You must request approval from an account admin or owner to publish, edit, add step notes to, turn off, or delete a Zap. To submit a request, the Zap must have a title. In the request, the requestor must provide a name for the new version and a description. Your Zap has a step that requires the Zap owner to publish If you add or edit a Zap with a Code step that has authentication, or a Zapier Manager, Zapier Tables, or Zapier Forms step, your draft will be saved, but you will not be able to publish edits unless you are the Zap owner. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496199127053-Zap-field-will-not-accept-your-data", "final_url": "https://help.zapier.com/hc/en-us/articles/8496199127053-Zap-field-will-not-accept-your-data", "title": "Zap field will not accept your data", "help_title": "Zap field will not accept your data", "slug": "_platform", "auth_signals": [], "text": "Zap field will not accept your data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap field will not accept your data Updated May 29, 2026 18:19 When attempting to test your Zap step, or when your Zap is live, you notice that you receive an error referring to a value format. Causes This happens when the value (static or dynamic) does not match the app’s expected format. Example Dates: An app expects a date formatted as “MM/DD/YY”, not “May 29, 2035”. Using custom values: An app expects a field ID, not a field name. Images: An app expects a file object or publicly-accessible URL, not the name of the image. Invalid email address: An app expects a real and valid email address, not a fake email address. How to fix it Go to the Configure tab of your affected Zap step. Review the affected field to identify its expected format. Many field types will contain an icon indicating their format. Learn more about different field types . Review the field’s help text (if applicable). If a field has a dotted underline, this means it has help text. Click the field name to display the help text. Often, help text contains the expected format and examples of what it expects. If the field does not have a dotted underline, it does not have help text. Once you’ve identified the expected format and any specific app instructions from the help text, enter the value in the format your app expects. Choose the scenario below that best matches your situation for further advice: Modify field values Modify field values If the fields available in your Zap still do not match the app’s expected format, you can use the Formatter app to transform the field values: Date and time : Modify date and time formats Numbers : Adjust number formats. Text : Convert letter casing, remove extra text, and extract data like email addresses. Utility : Create line items or transform line items to text strings. Mapping fields as custom values Mapping fields as custom values If you are having trouble using a custom value: Find the app’s expected format for the field . (Optional) If two apps you use do not match in terms of how they refer to a field (e.g., one uses a name, the other uses an ID number), you can create a lookup table to send the correct value. Sending images in Zap workflows Sending images in Zap workflows If you are having trouble sending an image in a Zap: Confirm the field type. Likely, the field you are using is a file type . There are 2 ways to send image to a file field: - File objects . - URL . Tip The field help text will usually include specific guidelines on what image file types are expected in the help text. Invalid email address Invalid email address You can validate email addresses in your Zap using these options: Add an email verification action using apps like NeverBounce and ZeroBounce . - (Optional) Once you have a email verification step, add a filter step. Use this filter to process the results from your verification step to ensure your Zap only runs with a valid email address. In your app’s settings, set up email validation rules or add help text to guide users to enter valid email addresses (if applicable). Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496197165581-Discounts-for-Zapier-plans", "final_url": "https://help.zapier.com/hc/en-us/articles/8496197165581-Discounts-for-Zapier-plans", "title": "Discounts for Zapier plans", "help_title": "Discounts for Zapier plans", "slug": "_platform", "auth_signals": [], "text": "Discounts for Zapier plans &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans Discounts for Zapier plans Updated May 14, 2026 10:54 Zapier offers discounts for users on annual billing plans and non-profits. Annual billing discounts When you select and prepay for an annual plan, you automatically receive a 33% discount in comparison to the monthly plan. Your account will not be charged again until 12 months later. Non-profit discounts Zapier gladly offers non-profits a 15% discount on any paid plan (excluding any pay-per-task charges). Learn more about Zapier for non-profits . Documentation required for the non-profit discount To apply for the non-profit discount, you must provide documentation that verifies your organization's charitable status in your country. Required documentation varies by country. How to apply Gather the required documentation for your country. Go to Zapier for non-profits and click Apply for discount . Complete the application and upload a copy of your charitable status verification. Zapier will review your application and apply the 15% discount to your account once approved. The discount automatically applies at checkout and appears on your invoices. Note The Zapier non-profit discount is separate from tax exemption. Zapier is required to collect any applicable taxes as required by local laws. If your organization is tax-exempt — in the US or in another jurisdiction — you can request tax exemption for your account . Learn more about tax applied to Zapier charges . Request tax exemption You may be eligible to remove sales tax or VAT from your charges based on your organization's tax-exempt status. You must add your Tax ID in Billing settings and submit the appropriate exemption forms. Learn how to request tax exemption for your account . You can also learn more about tax applied to Zapier charges . Note Zapier offers a referral benefit to partners in our Zapier Solution Partners program . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496213575053-Get-started-with-Zapier-s-Enterprise-plan", "final_url": "https://help.zapier.com/hc/en-us/articles/8496213575053-Get-started-with-Zapier-s-Enterprise-plan", "title": "Get started with Zapier s Enterprise plan", "help_title": "Get started with Zapier s Enterprise plan", "slug": "_platform", "auth_signals": [], "text": "Get started with Zapier&#39;s Enterprise plan &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans Get started with Zapier&#39;s Enterprise plan Updated May 29, 2026 18:18 Zapier's Enterprise plan empowers business and operations teams to automate without compromising on the guardrails that IT teams need. The Enterprise plan allows you to use all of the features of Zapier without compromising on security and user management. What's included in the Enterprise plan? The Enterprise plan offers features such as: Analytics dashboard Zap runs API Deployment and troubleshooting tools Version comparisons Approval request Alerts Admins will also gain enhanced control with features like domain capture and app/action restrictions that make it easier to facilitate a confident and secure organization-wide deployment of Zapier. Similarly, the Enterprise plan includes SAML single-sign on , user provisioning with SCIM , two-factor authentication, custom data retention , and more. These features can all be managed by a Super Admin with access to all Zap workflows, tables, forms, and other assets, including private ones. The Super Admin can also see the Zap history and task usage for all Zap workflows in the account. This role is recommended for someone in IT and Operations roles within your business, or for teammates who build and troubleshoot Zapier across teams. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496213679885-Data-privacy-in-Zapier-Team-and-Enterprise-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/8496213679885-Data-privacy-in-Zapier-Team-and-Enterprise-accounts", "title": "Data privacy in Zapier Team and Enterprise accounts", "help_title": "Data privacy in Zapier Team and Enterprise accounts", "slug": "_platform", "auth_signals": [], "text": "Data privacy in Zapier Team and Enterprise accounts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Data privacy in Zapier Team and Enterprise accounts Updated May 29, 2026 18:17 With Zapier Team and Enterprise plans , you can create an account for you and your co-workers to share Zap workflows and connected accounts, and you can do this all while preserving the privacy of your data within your organization. Learn how data privacy and security works for your Enterprise account. Data access in folders Data access differs depending a user's role and whether an asset is shared with them or not. Learn more about user roles and permissions in Zapier Team and Enterprise accounts. Additional data that owners, super admins, and admins can see Enterprise owners and admins are able to see the following member information: Email address. Whether a member’s email address is verified. Whether a member has multi-factor authentication enabled. If a member is part of the Enterprise account. When the member joined Zapier. Protecting data when someone leaves the organization With Zapier, you can easily remove members from your Enterprise account . Once removed, they won’t have access to any shared Zap workflows or connections in the account. If you have questions, contact Support based on your plan . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496197192461-Get-started-with-your-free-Zapier-trial", "final_url": "https://help.zapier.com/hc/en-us/articles/8496197192461-Get-started-with-your-free-Zapier-trial", "title": "Get started with your free Zapier trial", "help_title": "Get started with your free Zapier trial", "slug": "_platform", "auth_signals": ["premium"], "text": "Get started with your free Zapier trial &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Get started with your free Zapier trial Updated May 29, 2026 18:15 A Zapier trial lets you try out paid plan features to find the right fit for your business. There are two types of trials: Pro and Team. When you create a new Zapier account, you're automatically enrolled in a 14-day free trial. No payment method is required, and your account will not auto-upgrade when the trial ends. Zapier Pro trial Zapier for Team trial Zapier Pro trial When you create a new Zapier account, you're automatically enrolled in the Pro 14-day trial, so you can try the features of Zapier's individual plans, including: Premium apps in Zap workflows, such as PayPal and Facebook Lead Ads. Multi-step Zap workflows (workflows with more than one action step). 2-minute polling trigger intervals. Webhooks . Formatter . AI Fields . Limitations of the Pro trial Some of the Zapier Pro plan's features are not available or have a different limit during the trial period. Feature Limit Task limit 1,000 Number of steps on Zap that will run 30 (further steps will not run) Autoreplay Not available Pay-per-task billing Not available Zapier Forms paid features Not available Zapier for Team trial If you decide to start a Zapier for Team trial, you'll have access to all individual plan features, and be able to also test multi-user and advanced features like: 1-minute polling trigger intervals. Up to 25 users . User roles and permissions . Shared app connections . Shared workspace . Limitations of the Zapier for Team trial Some of the Zap workflows' features of the Zapier for Team plan are not available or have a different limit during the trial period. Feature Limit Task limit Same as your current plan, if on a paid Zapier plan.&nbsp; 1,000 tasks added if on a Free plan. Import/export Zap workflows Not available SAML Single sign-on Not available Pay-per-task billing Available if you're currently signed up to a paid plan. Cancel the Team trial auto-upgrade When you add your credit card information during your Zapier for Team trial, your account will auto-upgrade to the Team plan at the end of your trial unless you explicitly opt out. To opt out of auto-upgrade: Click the Edit trial payment settings in the banner at the top of your account. You will be redirected to the Billing and Usage page where you can select a different plan. Extend your trial If your initial 14-day trial has ended and you need more time, you have two options: Pro trials : Extend directly from your Zapier account. Team trials : Contact Zapier support to request an extension. When you're ready, you can upgrade your Zapier account to a paid plan. If your trial ends When your initial 14-day new-user trial ends, your account will downgrade to the Free plan . You'll need to upgrade to continue using premium features. If you started an additional self-serve trial from the Free plan, your account will automatically upgrade to a paid plan when the trial ends. You can change your trial settings on the Billing and Usage page before the trial expires. If you have a Team trial and did not opt out of the auto-upgrade, your account will automatically upgrade to a paid Team plan. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496199710477-Dropdown-menu-in-Zap-field-is-empty-or-missing-items", "final_url": "https://help.zapier.com/hc/en-us/articles/8496199710477-Dropdown-menu-in-Zap-field-is-empty-or-missing-items", "title": "Dropdown menu in Zap field is empty or missing items", "help_title": "Dropdown menu in Zap field is empty or missing items", "slug": "_platform", "auth_signals": [], "text": "Dropdown menu in Zap field is empty or missing items &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Dropdown menu in Zap field is empty or missing items Updated May 29, 2026 18:19 In Zap fields, dropdown menus are used to select and use possible values. Learn how to troubleshoot why your dropdown menu is empty or missing items. In this example, we’re looking for a list in Trello called “Example List” that isn't appearing in the dropdown menu in the corresponding Zap field. 1. Check if your app account is connected In the Zap editor, click to expand the step with missing dropdown menu items. Click to expand the Account tab. Click the dropdown menu and verify that you’re right app account is connected . 2. Reload the dropdown menu items In the Zap editor, click to expand the step with missing dropdown menu options. Select the affected field. Click Load More . This will force Zapier to check your app and reload the most recent data. In our Trello example, clicking Load More will reload all the available list options in our board. This can fix a few root problems, such as: The dropdown menu is dependent on the value of a previous dropdown menu. Your app has a lot of items and Zapier needs to load the data as pages. You created a new item in your app after setting up this step. 3. Check that the item exists If the missing item still isn't showing up after you’ve reloaded the dropdown menu items, confirm in your connected app that the specific item actually exists, and make sure that it exists in the account that you’ve connected to Zapier. Example In the example of our Trello board, we’ll check that we’re using the right Trello account, and also that the list “Ideas” actually exists on the board called “Personal”. 4. Use a custom value If there are too many items in your dropdown menu that they're not all loading at once—or causing an error—you can also use a custom value to input the ID of your item directly. Learn how to add custom values to dropdown menu fields in Zap workflows . Note Custom values are only a way to link to an item that already exists in your app. They are not a way to use an item that doesn’t exist in your app. Tip If you want to select a different item depending on a value from a previous step, you can use custom values to link to it instead. If your dropdown menu is still empty or missing items after taking these troubleshooting steps, try reconnecting your app account . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496215226125-Zap-filters-are-not-working-properly", "final_url": "https://help.zapier.com/hc/en-us/articles/8496215226125-Zap-filters-are-not-working-properly", "title": "Zap filters are not working properly", "help_title": "Zap filters are not working properly", "slug": "_platform", "auth_signals": [], "text": "Zap filters are not working properly &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Filter &amp; Paths Zap filters are not working properly Updated May 29, 2026 18:18 Your Zap has a filter, but it's not working as expected. The Zap might run when it should not, or stop when it should continue. In your Zap history , the run shows as Filtered . You may also notice (missing value) where field data should be, or a yellow exclamation mark on your filter step. A yellow exclamation mark means the data did not pass the filter conditions. Causes Missing data from your appExample Your app did not send any data for the field you're filtering on. In your Zap run, (missing value) appears where the data should be. Example You set up a filter to continue when Phone Number exists. But for some contacts, the phone field is empty in your CRM. When those contacts come through, your Zap receives (missing value) and the filter fails. Example You set up a filter to continue when Phone Number exists. But for some contacts, the phone field is empty in your CRM. When those contacts come through, your Zap receives (missing value) and the filter fails. Stale field mappings after trigger changesExample You changed your trigger app or event after setting up the filter, but the mapped fields still reference the old trigger data. The filter receives (missing value) because those fields no longer exist. Example You originally used \"New Lead\" as your trigger and mapped Lead Status to your filter. Later, you changed to \"New Contact\" trigger, which has different fields. Your filter still looks for Lead Status , which does not exist in contact data. Example You originally used \"New Lead\" as your trigger and mapped Lead Status to your filter. Later, you changed to \"New Contact\" trigger, which has different fields. Your filter still looks for Lead Status , which does not exist in contact data. Fields from sample data onlyExample You mapped a field that appeared in sample data during setup but does not exist in actual live records. The field was available in your test data but is not present in all real records. Example During setup, you tested with a sample record that had a Custom Field value. You mapped this to your filter. But most live records do not have this custom field filled in, so your filter receives (missing value) . Example During setup, you tested with a sample record that had a Custom Field value. You mapped this to your filter. But most live records do not have this custom field filled in, so your filter receives (missing value) . Similarly-named fieldsExample You selected a field with a similar name to the one you intended. Apps often have multiple fields with related names, and it's easy to pick the wrong one. Example Your app has fields called Status , Status Code , and Status Reason . You meant to filter on Status Code but accidentally selected Status Reason . The values are different, so your filter does not match as expected. Example Your app has fields called Status , Status Code , and Status Reason . You meant to filter on Status Code but accidentally selected Status Reason . The values are different, so your filter does not match as expected. Loop preview values instead of actual outputExample In a looping Zap, you mapped fields from the preview loop values shown during setup instead of the actual loop step output. Preview values are placeholders and do not contain real data during live runs. Example You set up a Looping by Zapier step and mapped _preview_loop_values to your filter. During testing, this worked fine. But in live runs, the preview values are empty and your filter receives (missing value) . Example You set up a Looping by Zapier step and mapped _preview_loop_values to your filter. During testing, this worked fine. But in live runs, the preview values are empty and your filter receives (missing value) . Wrong filter condition (AND vs OR)Example You selected AND+ when you needed OR+ , or vice versa. AND means all conditions must be true OR means any condition can be true Example You want to filter emails with the subject \"Invoice\" OR \"Receipt\". If you use AND, the filter looks for emails containing both words in the same subject line, which rarely exists. Instead use OR to match either subject. Learn more about AND vs OR logic in filters . Example You want to filter emails with the subject \"Invoice\" OR \"Receipt\". If you use AND, the filter looks for emails containing both words in the same subject line, which rarely exists. Instead use OR to match either subject. Invisible characters (whitespace)Example Your data contains invisible characters like extra spaces, tabs, or line breaks. These are not visible when you review your data, but they affect how filters match text. Example Your filter checks if Status exactly matches \"Paid\". But the app sends \"Paid \" (with a trailing space). The filter fails because \"Paid\" does not exactly match \"Paid \". How to check: In your Zap run, click and drag to highlight the text in the field. Extra spaces will be visible in the highlight. Example Your filter checks if Status exactly matches \"Paid\". But the app sends \"Paid \" (with a trailing space). The filter fails because \"Paid\" does not exactly match \"Paid \". Field name changedExample A field name in your app changed after you set up your Zap. The previous field mapping no longer works, so your filter receives (missing value) . Example You mapped a field called \"Product Name\" to your filter. Later, your app renamed it to \"Item Name\". Your Zap still searches for \"Product Name\", which no longer exists. Example You mapped a field called \"Product Name\" to your filter. Later, your app renamed it to \"Item Name\". Your Zap still searches for \"Product Name\", which no longer exists. Date or number format mismatch You're filtering on dates or numbers, but the format does not match what your filter expects. Number filters only work with numeric values like 100 , not text like \"one hundred\" Date filters need consistent formats— 12/31/2025 does not match December 31, 2025 How to fix it Missing data View the Zap run details . In the trigger step, click the Data Out tab to check what data your app sent. Find the field you're filtering on. If it shows (missing value) , the app did not send data for that field. To fix this: Add a \"Does not exist\" condition to your filter to stop the Zap when the field is empty. Learn about filter rules . Or, remap the field to a different field that always has data. Refresh field mappings after trigger changes If you changed your trigger app or event, you need to reload sample data and re-select your filter fields. Open your Zap and click the trigger step. Click Test trigger to load fresh data from your app. Click the filter step. Delete the current mapped field in your filter condition. Click in the field and select the correct field from the updated dropdown. Test the filter with the new sample data. Verify you selected the correct fieldTip If your app has similarly-named fields, double-check you selected the right one. View a recent Zap run . In the trigger step, click the Data Out tab. Find the field you intended to filter on. Note its exact name and value. Compare this to the field mapped in your filter. If they do not match, update your filter to use the correct field. Tip Click Continue with selected record from a failed Zap run to replay the exact data that caused the issue. This helps you identify which fields contain the expected values. Tip Click Continue with selected record from a failed Zap run to replay the exact data that caused the issue. This helps you identify which fields contain the expected values. Fix loop mappings If you're using Looping by Zapier, make sure you map fields from the actual loop step output, not the preview values. Open your Zap and click the filter step after your loop. Check if any mapped fields contain _preview_loop_values or similar preview placeholders. Delete these mappings and re-select fields from the loop step's output section in the dropdown. Test your Zap to confirm the filter receives actual data. Passes everythingTip Open your Zap and click the filter step. Check your filter condition: Are you using (Text) Contains when you need (Text) Exactly matches ? Are you using OR when you need AND ? Review the filter rules reference to pick the right condition for your data type. Tip If you're filtering on a specific value like a status or category, use (Text) Exactly matches instead of (Text) Contains to avoid partial matches. Tip If you're filtering on a specific value like a status or category, use (Text) Exactly matches instead of (Text) Contains to avoid partial matches. Blocks everythingTip If your filter blocks all data, check these common causes: Filter rule is too restrictive Open your Zap and click the filter step. Check if you're using (Text) Exactly matches when data has slight variations. Consider using (Text) Contains instead. Review the comparison value. Check for typos or differences from how the data actually appears. Hidden whitespace in your data View the Zap run details and check the Data Out tab. Click and drag to highlight the field value. This reveals any hidden spaces. If you find extra whitespace, add a Formatter step to trim your text before the filter. Date or number format mismatch If filtering on dates or numbers, the format must match exactly. Add a Formatter step to standardize formats before your filter. Tip Test your filter with actual data from a recent Zap run. In the filter step, check what value is being compared. It may differ from what you expect. Tip Test your filter with actual data from a recent Zap run. In the filter step, check what value is being compared. It may differ from what you expect. Field changed Open your Zap and click the step that provides the data for your filter. In the Test tab, create a new test record to find the latest field names. Click the filter step. In the filter condition, delete the current mapped field. Click in the field and select the latest field from the dropdown. Test your Zap to confirm the filter works. Learn more Add conditions to Zap workflows with filters Filter and path rules in Zap workflows AND vs OR logic in filters and paths ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496215184653-Formatted-data-is-incorrect-in-later-Zap-steps", "final_url": "https://help.zapier.com/hc/en-us/articles/8496215184653-Formatted-data-is-incorrect-in-later-Zap-steps", "title": "Formatted data is incorrect in later Zap steps", "help_title": "Formatted data is incorrect in later Zap steps", "slug": "_platform", "auth_signals": [], "text": "Formatted data is incorrect in later Zap steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Troubleshoot Formatter Formatted data is incorrect in later Zap steps Updated May 29, 2026 18:19 If you're using a Formatter step in your Zap but the newly formatted data is not coming through correctly in a later step, this guide will walk you through some troubleshooting steps. Map the output from your Formatter step instead of the original value The first thing to check is that you’re mapping the formatted output of the formatter step in the action template, rather than the original data. Example In this example, we’re making a Zap that sends us a text message every time a new event is added to Google Calendar. We want the event to be formatted like “January 4 2019” rather than “2019-01-04”, so we add a Formatter step. In order to use the formatted value in the text message, we need to replace the original Google Calendar output with the output from the Formatter step. Check that your Formatter step is working correctly. If you’re already mapping the output of the Formatter step, make sure that the Formatter is working correctly by checking the result of the Test this step. For dates: set the From format and timezone fields If you’re trying to format a date and the Formatter output is wrong, try setting the From format field and time zone fields in your Zap: Example For example, if the data is coming in as 04-01-2019 but coming out as April 4, 2019 when we want it to be January 4, 2019, we’d need to specify that the From format is DD-MM-YYYY. Zapier can usually automatically identify the format of an incoming date in order to convert it. But sometimes it cannot, which can result in the output being wrong. Defining the formats the original data is in and specifying time zones can help. For Extract Pattern: Set a capture group If you’re using the Extract Pattern transformation, but you’re not getting any text output, try including a capture group with your regex. Zapier will only output text if there is a capture group included here. Example If we’re searching for the text \"three\" within \"one two three four\", we need to put \"three\" in parentheses. Check for blank or invalid values Formatter's handling of blank and invalid values varies by the type of Action being used. Here is a summary of the behavior you can expect: Text Transforms: Blank values return blank ( '' ) For transforms that involve parsing/extracting text, when it fails, returns blank Number Transforms: Formatting (Number, Currency, Phone Number) Blank values return blank ( '' ) When formatting fails to produce a sensible value, will return the input unaltered (so \"N/A\" stays \"N/A\") Operations (i.e. add) Skip non-numerical inputs and return the result of performing the operation on numerical inputs If all inputs are blank, will return 0 Spreadsheet Formula that fail to run correctly result in an error Date/Time Transforms: Blank values return blank ( '' ) When a valid date cannot be parsed from the input, returns \"now\", the moment in time the Zap is executing Re-map your action fields If you reorder or duplicate action steps or paths within a Zap or copy and paste action steps between Zap workflows , you must re-map your fields in those steps. If your formatted data is still incorrect after taking these steps, contact Zapier support for further assistance. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496215423501-Fix-Not-found-errors-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496215423501-Fix-Not-found-errors-in-Zap-workflows", "title": "Fix Not found errors in Zap workflows", "help_title": "Fix Not found errors in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Fix &quot;Not found&quot; errors in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Fix &quot;Not found&quot; errors in Zap workflows Updated May 29, 2026 18:19 Sometimes you might get an error that says a record is not found. You’ll see these errors either after testing an action step, or if you’ve already turned your Zap on, in your Zap History . This can happen for a few different reasons. 1. Check if the record exists in your app If you’re trying to update a record that exists in another app, but you’re getting the “not found” error in the action step, it could be that the record you’re trying to find or update does not exist. Example If you’re trying to update a contact in Salesforce, make sure that the contact you’re trying to update already exists in Salesforce. 2. Check your custom value or search criteria If you’re using custom values to find and update a record, check if you’re using the right value. Similarly, if you’re using a search action , check if you’re searching for the right value. 3. Add a delay step If your Zap is creating a new record in one step and then later updating or referencing that same record in a later step, you might need to add a delay step in order to give the app time to create that new record. Example For example, if you have an action that creates a new card in Trello from some data and a later action that moves that same Trello card to a new column, you may need to add a delay step in between to give Trello time to make the card. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496199667981-Zap-is-not-sending-data", "final_url": "https://help.zapier.com/hc/en-us/articles/8496199667981-Zap-is-not-sending-data", "title": "Zap is not sending data", "help_title": "Zap is not sending data", "slug": "_platform", "auth_signals": [], "text": "Zap is not sending data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap is not sending data Updated August 20, 2025 13:59 When your Zap is on, you might notice that:&nbsp; Your trigger is not sending data to your action steps, despite your Zap history showing that the Zap has successfully triggered.&nbsp; Data from one action step is not being sent to subsequent action steps. Causes This can happen for a few reasons: Fields do not contain static values or mapped fields Fields do not contain static values or mapped fields Zapier only transfers data that is entered or mapped from previous steps. For most apps, you must select values from prior steps to insert into later actions, a process called field mapping .&nbsp; This lets the Zap know what data should go on each field. Mapped fields do not contain data Mapped fields do not contain data If your Zap is not transferring data even after correctly mapping information from a previous step, the issue may be that the field you have mapped has no data. This can happen if: The field was left blank by the person entering information. Data is coming through a different field. Mapped fields may no longer exist in the app Mapped fields no longer exists in the app If a mapped field no longer exists or its name has changed, the Zap will not be able to find that data. This can happen if the app renames a field or if you have the ability to customize field names. Examples A question used as a mapped field was deleted from a form. An app, like a CRM, renamed a field (e.g., “Name of Customer” changed to “Customer Name”. Identify the root cause In your Zap history, click your affected Zap run . The Zap run will open in the Zap editor. Click your affected step . The Run details tab will display what data was received and sent. The Data In tab shows data that was sent to the connected app. The Data Out tab shows data that was received from the connected app. Click the Configure tab.&nbsp; If a mapped field is displayed with the exclamation symbol and a yellow border, this indicates that either: The mapped field contained no data at the time the Zap ran. The field no longer exists in the app.&nbsp; How to fix it In all scenarios, you will need to either add in static values or remap fields .&nbsp; To remap the fields: Find new records by testing your Zap step . This will ensure you have the most current fields available. Once you have new test records, review their content to ensure the fields match your expectations. If fields do not match: Review the process or team responsible for data entry to ensure the correct fields are being populated.&nbsp; Review any automations to ensure they populate the fields you're expecting. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496200014477-Troubleshoot-Zapier-Manager", "final_url": "https://help.zapier.com/hc/en-us/articles/8496200014477-Troubleshoot-Zapier-Manager", "title": "Troubleshoot Zapier Manager", "help_title": "Troubleshoot Zapier Manager", "slug": "_platform", "auth_signals": [], "text": "Troubleshoot Zapier Manager &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Managing &amp; monitoring Troubleshoot Zapier Manager Updated August 04, 2026 08:39 Use this article to troubleshoot common issues with Zapier Manager's error notification triggers. New Zap Error and Zap Turned Off only trigger after a long delay If the New Zap Error or Zap Turned Off triggers only run after a long delay, check if you have autoreplay enabled. These triggers will only run after all autoreplay attempts are completed. New Zap Error and Zap Turned Off do not trigger Check if email alerts are enabled in your email notification settings . Check that your default notification frequency is not set to Never . If you're on a Team or Enterprise plan, the error notification will go to the user who created the Zap that errored. The notification is not sent to the user who created the Zapier Manager Zap. Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496216132621-Zap-is-not-running", "final_url": "https://help.zapier.com/hc/en-us/articles/8496216132621-Zap-is-not-running", "title": "Zap is not running", "help_title": "Zap is not running", "slug": "_platform", "auth_signals": ["premium"], "text": "Zap is not running &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap is not running Updated May 29, 2026 18:19 If your Zap is not running, this may be due to several reasons. Your Zap errored too many times Zapier will automatically turn off your Zap if it: Errors 95% of the time it runs. Has run more than 20 times in the past 7 days. Review the Zap history for the Zap and troubleshoot any errors in your Zap . Tip If your account is on a Team or Enterprise plan, Zapier will send you an email notification to the account owner and provide a grace period before turning off your Zap. Enterprise plan accounts have a 72-hour grace period and Team plan accounts have a 24-hour grace period. Enable error ratio override Available on plans: Free Professional Team Enterprise You can enable error ratio override to allow your Zap with a high error ratio to continue running. To enable: Open your Zap in the Zap editor. In the left sidebar, click the advanced settings icon . In the Error ratio override section, select an option for this Zap: Turn off if errors occur (recommended) : this is the default setting for all Zap workflows in your account. Keep running if errors occur : this allows you to override the default setting so the Zap stays on even if it errors repeatedly. Note You must have edit access to the Zap to override the high error ratio setting. If you enable error ratio override, your Zap workflows will never enter a grace period. Your Zap uses premium features on an unsupported plan Zapier will hold all actions that use premium features that are not included in your current plan. Those actions will not run. If you upgrade to a plan that includes those premium features, you can manually replay your held Zap runs . Examples of paid features are multi-step Zap workflows (Zap workflows with more than one action step), paths , and premium apps . Upgrade your Zapier plan or remove the paid feature(s) from your Zap. You exceeded your task limit Zapier will hold all actions for all Zap workflows in your account if you reach your task limit for the billing cycle. No actions will run. You can upgrade your Zapier plan or wait for your billing cycle to reset, then manually replay your held Zap runs . Your account restricts or prohibits an app used in the Zap In Enterprise accounts , account admins can set app access policies that restrict or prohibit certain apps. If your Zap uses an app that is on the restricted list or not on the allowed list, the Zap's steps using that app will be held and will not run as expected. Ask your account admin to update the app access settings, or use a different app. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496218141453-Zap-is-creating-duplicate-data", "final_url": "https://help.zapier.com/hc/en-us/articles/8496218141453-Zap-is-creating-duplicate-data", "title": "Zap is creating duplicate data", "help_title": "Zap is creating duplicate data", "slug": "_platform", "auth_signals": [], "text": "Zap is creating duplicate data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap is creating duplicate data Updated May 29, 2026 18:19 When testing your Zap workflows or when they run live, you notice that data sent to one or more connected apps is duplicated. Causes This can happen for the following reasons: Using static values instead of dynamic values. Broad trigger settings. Multiple Zap workflows are using the same trigger. Unintentional Zap loops. Timeouts. How to fix it Go to your Zap history . Search for affected Zap runs using a unique identifier that is duplicated across multiple records, such as an ID or email address. This will help you determine if the problem is related to one or multiple Zap workflows. Learn more about reviewing your Zap history . Review multiple Zap run details . This will show you where data is being received and sent at each step, helping you to find which part of the Zap is causing the issue. Following these steps should help you identify the cause of the duplicated data and determine your next step. Using static values Using static values When setting up a Zap, it’s common to test a field by typing static text into it. However, once the Zap is on, you likely want that field updated with dynamic values. You might forget to update your Zap accordingly. To correct this: In your Zap, go to your affected action. Replace the static text with dynamic values (mapped fields). (Optional) Repeat these steps for all affected action steps. Broad trigger settings Broad trigger settings If your Zap workflows are triggering from unwanted data, you may need to refine your trigger. Try the following: Adjust the settings in the app that trigger your Zap. - Where supported by your app, change its settings to filter data before it reaches Zapier. For example, in Pipedrive, you can change your deal filter settings using the Deal Matching Filter trigger. Modify your Zap’s trigger or its settings. - Review whether the trigger you’re using has fields you can use to filter data, or if there’s an alternative trigger you can use instead. - For example, in the New or Updated Spreadsheet Row trigger for Google Sheets, you can define which columns to trigger from instead of triggering from any update to a row. Add a Filter to stop the Zap from continuing unless it meets certain conditions. Use a find or create action in your Zap. If your app supports it, use a find or create action to ensure new data is only made if it does not already exist. - For example, with HubSpot’s Find or Create Deal action, you can search for an existing deal, and if one is not found, create one instead. Multiple Zap workflows using the same trigger Multiple Zap workflows using the same trigger If multiple Zap workflows are using the same trigger data, try the following: Add a Filter to stop the Zap from continuing unless it meets certain conditions. You can also use Paths to combine multiple Zap workflows with different outcomes. Unintentional Zap loop Unintentional Zap loop If you have one Zap causing the issue, it could be caused by an unintended Zap loop. This can happen when a Zap performs the same action that also triggers the Zap. For example, if the Zap triggers from a new spreadsheet row and the action is to create a new spreadsheet row in the same spreadsheet, the Zap will loop. Learn more about Zap loops and how to fix them. Timeouts Timeouts If you find a “timed out” error message in your Zap runs, any attempts to replay the errored action may be creating duplicate data. Learn more about timeout errors and how to fix them. If the duplicates persist, contact Zapier support . Include links to: The most recent Zap runs that created duplicate data. Full-page screenshots of the duplicate data in your connected apps. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496217739405-Zap-workflows-are-missing-from-your-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496217739405-Zap-workflows-are-missing-from-your-account", "title": "Zap workflows are missing from your account", "help_title": "Zap workflows are missing from your account", "slug": "_platform", "auth_signals": ["oauth"], "text": "Zap workflows are missing from your account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap workflows are missing from your account Updated May 29, 2026 18:19 If you create a Zapier account with your email address and password, then later login with a Google account associated with a different email address, you’ll have two different Zapier accounts. If all your Zap workflows appear to be missing, it’s likely because you’re logged in to a different account from the one you originally created. 1. Log out of Zapier, then log in with your Google account Log out of Zapier . Navigate to this link , then click the Continue as [your email address] Google button. In the top menu, navigate to the Zap workflows page. Before you confirm that this is the account you want to delete, check that there are no Zap workflows. 2. Disconnect your Google account Go to [Settings &gt; Advanced]/app/settings/advanced). Click Sign in with . Next to your Google account, click Disconnect . 3. Create a new account password Go to Settings &gt; My Profile &gt; Password . Click Request a new password . A new browser tab or window will open. In the Email field, enter your Google account email address. Click Send reset instructions . Navigate to your email inbox and open the email. Click the link in the email to create a new password. 4. Delete your duplicate Zapier account Remain logged in with your Google account and go to Settings &gt; Advanced &gt; Delete my account . Click Confirm it’s you . You’ll be redirected to a login page. Enter your password, then click Continue . In the Verify Current Email field, enter your Google account email address . In the Confirm you want to delete your account field, enter DELETE in all caps. Click Delete your account . After deleting the duplicate account, navigate to this link and log in with your original account email address and password. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496213764877-Get-help-and-support-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496213764877-Get-help-and-support-with-Zapier", "title": "Get help and support with Zapier", "help_title": "Get help and support with Zapier", "slug": "_platform", "auth_signals": [], "text": "Get help and support with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Get help and support with Zapier Updated May 29, 2026 18:15 You can get help and support with your Zapier account through different channels: Zapier Help Center Zapier's Help Center has articles explaining how Zapier works, providing information about the apps you use on Zapier, and offering solutions for common issues you may run into. Zapier Community Zapier's global user Community allows you to connect with other Zapier users for additional workflow ideas and app recommendations. Zapier Virtual Assistant The Zapier Virtual Assistant is an automated bot that shares resources and information about Zapier with you. To use it, click the Chat icon at the bottom of any page of the Help Center. Zapier Solution Partners Zapier offers a directory of solution partners , experts in the Zapier platform who can help design your automation approach, fix existing workflows and much more. Email support If you're on a paid plan, reach out to Zapier Support via the contact form . This lets the support team access technical information in your account to troubleshoot your problem and respond via email. You can also view existing and past conversations from the Support Portal . Availability and response times for email support varies based on your specific plan. **Plan** **Availability** **Target response time** Professional 24 hours a day, Monday-Friday. 8 hours Team 24 hours a day, including weekends. First response: 1 hour. Follow-up: 4 hours. Enterprise 24 hours a day, including weekends. First response: 30 minutes. Follow-up: 1 hour These times reflect Zapier's goals for providing support responses. However, they are not service-level guarantees. Actual response times may vary depending on volume and request complexity Note After your 14-day free trial , you’ll still have access to free email support for an additional 30 days. Live chat Customers on Professional plans with 2,000 tasks plan and up, Teams, and Enterprise plans can access live chat support. Availability and wait times vary based on your specific plan. Plan Availability&nbsp; Target wait time Professional with 2000 tasks or higher. Monday to Friday, 6am to 8pm EST. Less than 5 minutes. Team Monday to Friday 3am to 8pm EST. Less than 1 minute. Enterprise Monday to Friday, 24 hours a day, except Fridays when support closes at 8pm EST. Less than 1 minute. Screen-sharing in live chat (Enterprise only) Enterprise customers can work with Zapier's Support team through screen-sharing during their live chat sessions. When you open a live chat request, if you're signed in to an Enterprise account, you'll see the option to open a screen-sharing request with our team. This service is available from Monday to Friday, between 6am and 6pm EST. Technical account management (Enterprise only) A Technical Account Manager (TAM) is a dedicated partner who helps your team succeed with Zapier at scale. TAMs work closely with you to deeply understand your workflows and business goals, providing technical guidance tailored to your needs. What you can expect working with your TAM Your TAM offers 6 hours per month of flexible strategic support that adapts to your business needs. That time could be used for: Live troubleshooting on complex workflows. Custom workflow design and optimization. Strategic planning for scaling automation across teams. Hands-on collaboration to unblock technical challenges. Proactive recommendations to align Zapier with your goals. Your TAM is not just your support contact, but your trusted partner who understands your unique setup and helps you maximize the impact of automation. If your current Enterprise plan does not include a TAM and you’d like to explore how this service could support your business goals, please get in touch with us , we’d love to explore your options. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496216020877-Zapier-IP-addresses-and-allowlisting", "final_url": "https://help.zapier.com/hc/en-us/articles/8496216020877-Zapier-IP-addresses-and-allowlisting", "title": "Zapier IP addresses and allowlisting", "help_title": "Zapier IP addresses and allowlisting", "slug": "_platform", "auth_signals": [], "text": "Zapier IP addresses and allowlisting &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Troubleshoot app connections Zapier IP addresses and allowlisting Updated August 10, 2026 10:41 You’re trying to connect or access Zapier, but you receive an error message that is similar to one of these: 403 error: The request could not be satisfied. Connection timeout Access forbidden Cause This can happen when inbound traffic from Zapier is being blocked from reaching your application. Zapier does not operate with a single, static range of IP addresses. Instead, Zapier uses ​ Amazon (AWS)'s us-east-1 region , where it dynamically provisions instances as needed. This dynamic IP allocation can lead to inbound connection issues if your system is configured to only accept traffic from a fixed set of IP addresses. How to fix it Challenges of IP allowlisting with Zapier Due to the dynamic nature of Zapier’s infrastructure with the AWS us-east-1 region, allowlisting the entire range of potential IP addresses is often impractical and may expose your systems to a wider range of connections than necessary. Convert CIDR notations to IPs ranges If your firewall or filter does not support CIDR notations , you can convert it into a range of IPs using a CIDR calculator: Go to IPAddressGuide’s CIDR calculator . In the CIDR to IP Range section, enter the IP block . Click Calculate . The results will give you the First IP and Last IP. The number of IPs in the range will be in the Total Host field. Note In most scenarios, allowing all IP addresses within the us-east-1 region is not a recommended security practice. This opens your instance to a significant portion of the public internet. Alternative to IP allowlisting All HTTP requests sent by Zapier includes the following unique header: User-Agent: Zapier If you unable to allowlist a broad range of IP addresses, a more secure and manageable alternative is to configure your systems to allow requests that contain the header User-Agent: Zapier . Use a static IP address If your system requires a fixed set of IP addresses and you're on a Zapier Professional, Team, or Enterprise plan, you can use Zapier's static IP address feature. This provides a consistent IP address that all your Zapier traffic comes from, making allowlisting more practical. Learn more about using a static IP address to connect to Zapier. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496229312013-Zapier-s-vendor-information", "final_url": "https://help.zapier.com/hc/en-us/articles/8496229312013-Zapier-s-vendor-information", "title": "Zapier s vendor information", "help_title": "Zapier s vendor information", "slug": "_platform", "auth_signals": [], "text": "Zapier&#39;s vendor information &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Zapier&#39;s vendor information Updated May 20, 2026 15:09 If you need to set up Zapier as a vendor for your business, you can reference these fields to fill out vendor forms. Company Name: Zapier, Inc. Website: zapier.com Contact Name: Wade Foster Contact Email Address: contact@zapier.com Phone Number: +1 (877) 381-8743 Address: Zapier, Inc. 548 Market St. #62411 San Francisco, CA 94104-5401 VAT / Tax Residence: Zapier is a US-based company. You can download a copy of Zapier's US Certificate of Tax Residence (Form 6166) . W-9: Download a copy of Zapier's US Taxpayer Identification Number . Zapier Inc. is registered in various jurisdictions for tax collection. Find out what taxes are applied for your location . Note The email contact@zapier.com is a no-reply address used for internal administration purposes only. If you need help with your Zapier account, please use the contact form , enter the specifics of your request, and the details will be routed to the Zapier Support team, who will answer your questions. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496229845517-Browsers-supported-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496229845517-Browsers-supported-by-Zapier", "title": "Browsers supported by Zapier", "help_title": "Browsers supported by Zapier", "slug": "_platform", "auth_signals": [], "text": "Browsers supported by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Get help Browsers supported by Zapier Updated May 29, 2026 02:05 Zapier is a web app that leverages some of the latest web technologies. For the best experience and full functionality, it's recommended to run Zapier on the latest versions of Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge. While Zapier may run on older browsers, the experience may be degraded and not all features may work as expected. Install a supported web browser Google Chrome Mozilla Firefox Safari Microsoft Edge Update your supported web browser Google Chrome Mozilla Firefox Safari Microsoft Edge ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496215472653-Zap-dates-or-times-are-incorrect", "final_url": "https://help.zapier.com/hc/en-us/articles/8496215472653-Zap-dates-or-times-are-incorrect", "title": "Zap dates or times are incorrect", "help_title": "Zap dates or times are incorrect", "slug": "_platform", "auth_signals": [], "text": "Zap dates or times are incorrect &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap dates or times are incorrect Updated May 29, 2026 18:19 Depending on the Apps you're working with, sometimes it may be the case that your Zap isn't sending on the date information correctly as expected. Here are a few troubleshooting tips that you can try to fix this. 1. Check your timezone settings By default, your account is set to the UTC time zone. If you have not changed it, then you may see dates created by your Zap workflows that are off by a consistent number of hours. To do this, go to your profile settings . Click the Timezone dropdown menu and select your timezone, then click Save changes . Next, check the timezone settings for the apps you're using in your Zap. 2. Check the format of the dates If the dates are not off by a consistent number of hours, then this might be an issue with mismatched date formats. If you are typing in your date in a field, make sure that it follows the format you want (for example, MM/DD/YYYY, rather than DD/MM/YYY). You can learn more about date formats . If you’re not typing the date by hand but instead using a date from a previous step, you may need to add a Formatter step to reformat the date. Learn how to reformat dates . Example In this example, we’re trying to create an event in Google Calendar on December 25, 2018, so we use the format MM/DD/YYYY, which is required by Google Calendar. 3. Try adjusting your dates Sometimes you might just want to adjust your date or time by a consistent interval, for instance always seven days ahead of the original date, or an hour before the original time. Check out this guide to learn how to use date/time modifiers . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496241402253-Search-for-existing-data-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496241402253-Search-for-existing-data-in-Zap-workflows", "title": "Search for existing data in Zap workflows", "help_title": "Search for existing data in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Search for existing data in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Search for existing data in Zap workflows Updated May 29, 2026 18:19 Use search actions to find existing data in your app. You can then use that data in later steps of your Zap. This is helpful when you need to use dynamic values , but previous steps do not provide the data that you need. How to identify search actions If an app has search actions available, they will appear at the end of the Action event dropdown menu in the SEARCH section. Setting up search actions is the same as setting up action steps , with additional fields for defining your search criteria and determining what the Zap should do after the search. Search action steps within another action step Some action fields have a + Add search step button. When you click it, the Zap will add a search action before your current action. After you configure and test the search action, Zapier will automatically map its output to the original action field for you. In the example below, if you select a static value from the Card field’s dropdown menu, the Zap will add attachments to the same card each time it runs. But, you may want to use a dynamic value instead. If a previous step does not provide one, you can add a search step to find it. When you click + Add search step , your Zap will add a Find Card search action before the Add Attachment to Card action. Then, your Zap will automatically map the card it finds in the search action to this Card field. Now, whenever the Zap runs, it will add an attachment to the card found in your search action step. 1. Add your search criteria With search actions, there are fields that allow you to define your search criteria. This may include: Selecting an option from a dropdown menu. Mapping fields from a previous step. Entering your search terms in a field. Search types Each app controls whether a search is an exact or similar match. Exact searches will only return a result for exact matches and may or may not be case sensitive. For example, an exact search for “Zapier” will return the result “Zapier” but not “Zapierrr”. Similar match (fuzzy) search will return exact and approximate results. For example, a similar match search for “Zapier” will return “Zapier” and may also return similar results like “Zapierrr” and “Zapir”. Search actions will almost always use the same search method that the app uses in its own platform. Multi-field search Some apps allow you to search by multiple fields. You may see them displayed as “supporting lookup fields”. If a field supports multi-search, one field may take priority over other fields when determining results. Review the field instructions for more info. Tip If you map a field with extra whitespace (spaces) that is interfering with your search, you can use a Formatter step to trim the whitespace . 2. Define what Zap should do if no results are found Control which subsequent steps run All search actions have a field, Successful if no search results are found? . It allows you to decide what the Zap should do if the search action does not find relevant data. There are two options to select from: Option If no results are found *False: step run status is “stopped: halted”. (Default)* Your search step will have a “stopped: halted” run status . Your Zap will not run any steps that have fields mapped from your search action. Your Zap will run all other steps. *True: step run status is “success”.* Your search step will have a “success” run status . Your Zap will run all steps afterwards, including any that have fields mapped from your search action. Create new records Some search actions have another field, Create X if it doesn’t exist yet? , where X indicates the kind of data that the search action is searching for. If you select the checkbox, the Zap setup will: Remove the Successful if no search results are found? field option. If you previously used the field, it will appear at the bottom of the step configuration section as Extra Fields . You must remove them. Add more fields to create the new data. 3. Define what Zap should do if multiple results are found All search actions have a field, If multiple search results are found? . It allows you to decide what the Zap should do if the search action finds multiple relevant results. There are three options to select from: Option If multiple results are found *Return first search result. Step run status is “success”. (Default)* The Zap will only return the first search result. Use this option if you want to ignore other results. *Step run status is “stopped: halted”.* Your search step will have a “stopped: halted” run status . Your Zap will not run any steps that have fields mapped from your search action. Your Zap will run all other steps. Use this option when you only expect a single result. *Return all results as line items. Step run status is “success.”* The output of the search step will include all results as line items , along with a count of the number of results. You can use the output in steps with support for line-items, or with Looping to run later steps once for each result. 4. Test your search action Test your search action step to ensure the Zap can find the right data. If the step finds a matching record, you can review the data returned from your app. The step results will include a field, Zap Search Was Found Status , that you can use in Filter or Paths steps. This is helpful if you want to set up special conditions for the Zap depending on whether the Zap returned a search result or not. If a matching record is not found, and you did not select the checkbox to create a new record, you can either skip the test or create a record that will match the search term and test the search step again. Limitations You cannot end a Zap with a search action step. You will not be able to publish your Zap until you add at least one more action step afterwards. If your Zap run replays , search actions are not re-run. The Zap will use the original output of the search action step. Depending on the app you’re searching in, search actions may not return all search results. Some search actions may already return multiple results as line items. These predate the grouped results feature and will be phased out. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zap-workflows", "title": "Add custom values to dropdown menu fields in Zap workflows", "help_title": "Add custom values to dropdown menu fields in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Add custom values to dropdown menu fields in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Add custom values to dropdown menu fields in Zap workflows Updated May 29, 2026 18:19 Dropdown menu fields have preset options for you to choose from. When you click the field, the dropdown menu opens so you can select an option. If you want to enter a different value than what is offered in the dropdown menu, you must use a custom value instead. Custom values allow you to manually enter or map fields in the dropdown menu. Use a custom value when: Your dropdown menu doesn't show the item you need. Some apps limit how many items load in the dropdown, or new items may not sync right away. Learn more about dropdown menus that are empty or missing items or not displaying all values . You need a different value each time the Zap runs. Selecting a static option from the dropdown enters the same value every run. To use dynamic data from a previous step, enter it as a custom value instead. Learn more about how entering data in dropdown menu fields works . Set up a custom value Next to the field where you want to enter a custom value, click the three dot icon . A dropdown menu will open. Click Custom . A dropdown menu will open. Manually enter a custom value or use the dropdown menu to map a field from a previous step . Note You must enter the value ID, not the value name. IDs that contain letters are case-sensitive. In the dropdown menu, the value name is displayed in bold, black text and the ID is displayed below it in plain gray text, with the prefix \"ID\". Learn how to find an app's ID . Tip If you're mapping a custom value from a value you've created in a previous step, your app may not have finished creating the value yet. - You can add a delay step in between to give your connected app time to create the new value. Sometimes, the value from a previous step does not have a value ID, or two apps use different IDs for the same thing. - For example, a previous step may return a customer name (\"Jane Doe\") instead of their ID (\"ABC12345\"). - You can use a lookup table or search action to look up the correct ID. Learn how to find an app's ID to use in a Zap field . If your dropdown field has preset choices, you can use the settings icon to download the choices as a CSV or convert them into a Lookup Table step. Example In the QuickBooks app, the Customer field in the Create Invoice action is a dropdown menu field. It lists all the customers in your QuickBooks account. When you select a customer from the dropdown menu, your Zap will enter the same customer in every invoice. You may want to use a custom value instead, so the Zap enters a different customer each time it runs. In QuickBooks’ Customer field, the customer name is the value name. The number below it is the value ID. \"Arooj Aftab\" is the name of the customer value and \"7\" is the value ID. Limitations Your custom value must be a value that already exists in the app you’re sending data to. If you send a value that does not exist in your app, the step will error. You must use the value ID , not the value name. Sometimes, the ID may be the same as the name of the value, or it may be a numeric or alphanumeric string. IDs that contain letters are case-sensitive. When you look at the static value options in your dropdown menu field, the value name is displayed in bold, black text and the ID is displayed below it in plain gray text, with the prefix “ID”. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496231874445-Webhooks-How-to-fix-SSL-certificate-failures-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496231874445-Webhooks-How-to-fix-SSL-certificate-failures-in-Zap-workflows", "title": "Webhooks How to fix SSL certificate failures in Zap workflows", "help_title": "Webhooks How to fix SSL certificate failures in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Webhooks: How to fix SSL certificate failures in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Webhooks: How to fix SSL certificate failures in Zap workflows Updated May 29, 2026 18:14 When attempting to send a webhook using a Zap, you receive an error message indicating an SSL certificate issue. Causes This can happen for the following reasons: The server uses a self-signed certificate. A mismatch between the certificate and domain name. The SSL certificate is not properly installed on the server. How to fix it If you're using a self-signed certificate: Replace your self-signed certificate with one from a public certificate authority. Zapier only supports SSL certificates issued by public certificate authorities. Visit Let's Encrypt to get a free, trusted SSL certificate. Let’s Encrypt is a free, automated, and open certificate authority provided by the non-profit Internet Security Research Group (ISRG). If there's a certificate-domain mismatch: Check that your certificate matches your domain exactly. Common mismatches to look for: Using a certificate for www.example.com on testing.example.com. Using a wildcard certificate (*.example.com) on the root domain (example.com). If you suspect improper installation: Visit SSL Labs' Server Test . Enter your domain name. Review the detailed report for: Missing chain certificates. Incorrect configuration modes. Other installation issues. Note Zapier is not able to perform extra certificate downloads via your Certification Path. This is one common reason your browser (which performs those extra downloads automatically) might not return an SSL error, while Zapier does. To fix this, you’ll need to install any extra certificates on your domain directly. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496244568589-How-Zap-triggers-work", "final_url": "https://help.zapier.com/hc/en-us/articles/8496244568589-How-Zap-triggers-work", "title": "How Zap triggers work", "help_title": "How Zap triggers work", "slug": "_platform", "auth_signals": [], "text": "How Zap triggers work &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics How Zap triggers work Updated May 29, 2026 18:20 A trigger is an event within an app that starts a Zap. Once you’ve turned your Zap on, Zapier will wait for that trigger event. There are two types of triggers in Zapier: polling or instant. Example A trigger event is any new data created in your app that starts your Zap, such as when you: Create a new row in your spreadsheet app. Create a new lead in your CRM app. Add a new subscriber to a list in your email marketing app. Trigger types Each app on Zapier has its own API that allows other apps, like Zapier, to view and edit the app’s data. Zapier triggers use those APIs to get new data (trigger events) to make the Zap run. The type of trigger is defined by each app’s API. Some apps support polling triggers, others support instant triggers, and some support either, depending on the trigger. The trigger type is fixed - you cannot change it. Polling triggers With polling triggers, Zapier periodically asks your app for data. This is called polling for new data. Your app responds by sending Zapier its latest data. Zapier then uses a process called deduplication to check if any of that data is new or updated. The Zap will check if there's new data by comparing each piece of data’s unique ID to IDs the Zap has received before. If the Zap sees a new ID, the Zap runs. If not, the Zap waits for a set period, then asks again, repeatedly polling as long as the Zap is turned on. With polling and deduplication, your Zap will capture new items created since the last poll. The majority of triggers are polling triggers. They poll the app for data at regular intervals. The interval depends on your Zapier plan . Plan Polling interval Free 15 minutes Professional 2 minutes Team 1 minute Enterprise 1 minute The shorter the interval, the more often the Zap will poll for new data. If you're on a Pro, Team, or Enterprise plan, you can change how often your polling triggers poll for new data . You can also manually poll for new data in the Zap editor. Instant triggers With instant triggers, apps automatically send new data as each trigger event occurs, using webhooks . Webhooks are automated notifications sent between apps. Whenever there is new data, the app will send a webhook to Zapier as soon as that data is created in the app. In Zapier, instant triggers wait for the app to send new data automatically. Zapier does not have to ask the API if there’s new data. When it receives new data, the Zap runs. Zap workflows with instant triggers display a lightning bolt icon in the Zap editor. Testing triggers to return test records When you test a trigger while creating or editing a Zap, Zapier will attempt to find a recent trigger event from your app that you can use as a test record to build your Zap. When you test a polling trigger, Zapier will: Poll the app for data. Display the three most recent trigger items found in the poll. When you test an instant trigger, Zapier will: Retrieve the three most recent items from the connected account. Tip If you do not see any test records, create new data in your app, then re-test your trigger step. Some apps will only return generic sample data. You may not receive real data from your account. This depends on how the app’s developer sets up the trigger. Test records may not match the data your Zap receives during live runs. If you're still having issues, you can use a previous Zap run as a test record to get accurate fields for mapping. Limitations You cannot change a trigger's type. The trigger type is defined by the app’s API. You can contact Zapier support to request a new trigger if the one you need does not exist. Zap workflows will only trigger for new data (or updated data if your trigger supports them). They will not trigger for old data, including data that was created in your app before the Zap was turned on. If you need to transfer existing data, use Zapier’s Transfer feature. If your Zap writes data back to the same app and resource that your trigger monitors, the update can retrigger the Zap, creating an infinite loop that rapidly consumes tasks. Common examples include updating a Google Sheets row that triggers on new or updated rows, or building auto-reply workflows that send messages back to the same channel or thread the Zap monitors. Learn more about preventing and fixing Zap loops . If a trigger returns a large number of results at once (for example, from a bulk spreadsheet import or CRM migration), Zapier’s flood protection may hold your runs for review instead of processing them immediately. Learn how to adjust flood protection limits . Tip If your Zap stops triggering unexpectedly with no errors in your Zap history , try turning your Zap off, waiting about a minute, then turning it back on. This resets the trigger connection and often resolves the issue. Learn more about how to set up a Zap trigger . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496246420109-Can-t-find-trigger-event", "final_url": "https://help.zapier.com/hc/en-us/articles/8496246420109-Can-t-find-trigger-event", "title": "Can t find trigger event", "help_title": "Can t find trigger event", "slug": "_platform", "auth_signals": [], "text": "Can’t find trigger event &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Can’t find trigger event Updated August 20, 2025 13:59 If you can’t find the event you’re looking for when you set up your Zap trigger , it might be due to one of the following issues. 1. Action app selected instead of trigger app A trigger is an event that starts a Zap, and an action is an event a Zap performs. For example, you might want your Zap to send a follow-up email in Gmail to participants who submit a SurveyMonkey survey response. In this Zap, the trigger app is SurveyMonkey (where the survey response is submitted), and the action app is Gmail (where the follow-up email is sent). If you’ve accidentally selected the app you want to use in an action in your trigger, change the app in the&nbsp; App &amp; Event tab of your trigger step. 2. Trigger event isn’t available While most common events that occur in an app can be selected as trigger events, there may be some events that aren’t currently available or supported by Zapier. If you can’t find the trigger event you’re looking for, try changing your trigger app to a different app with similar functionality and see if the trigger event is available for that app. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496232045453-Zap-is-stuck-in-a-loop", "final_url": "https://help.zapier.com/hc/en-us/articles/8496232045453-Zap-is-stuck-in-a-loop", "title": "Zap is stuck in a loop", "help_title": "Zap is stuck in a loop", "slug": "_platform", "auth_signals": [], "text": "Zap is stuck in a loop &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap is stuck in a loop Updated May 29, 2026 18:19 Zap workflows can get stuck in “loops” where they run over and over again from the same data. Loops can quickly use up your plan tasks if they are not resolved. Zap loops can occur if: You have an action in one Zap that triggers another Zap and the second Zap has an action that triggers the first Zap. You have an action in a Zap that also triggers that same Zap. You use a \"New or Updated\" trigger and the Zap updates the same record that triggered it. Example Two-Zap loop: Zap 1 Trigger: Hubspot - New Contact Action: Google Contacts - Create Contact Zap 2: Trigger: Google Contacts - New Contact Action: Hubspot - Create Contact If you use the action step in each Zap to create the same contact, these Zap workflows will loop, adding the same contact over and over again in both Salesforce and Google Contacts. Single Zap loop: Zap: Trigger: Stripe - New Subscription Action: Stripe - Create New Subscription If you use the action to create the same subscription that triggered the Zap, this Zap will loop, creating the same subscription over and over again in Stripe. Update trigger loop: Zap: Trigger: Airtable - New or Updated Record Action: Airtable - Update Record (same table) If the Zap updates the same record that triggered it, the update itself re-triggers the Zap, creating an endless loop. Email auto-reply loop: Zap: Trigger: Gmail - New Email Matching Search Action: Gmail - Send Email If the Zap sends a reply to every new email and the trigger searches all folders (including Sent), the Zap's own replies will trigger the Zap. To avoid this, use a New Conversation trigger instead of New Message , and add in:inbox to your search query to exclude sent emails. Note This article is about Zap loops, where a Zap runs over and over from the same data. If you need help with the Looping by Zapier tool for iterating over line items, see Understanding Looping by Zapier . Stop a Zap loop If your Zap is already stuck in a loop, take the following steps immediately to stop it and prevent further task consumption: Turn off the Zap that is looping right away. If two Zap workflows are looping together, turn off both. Check your Zap history to confirm the loop has stopped and to review the affected runs. Review your task usage to understand how many tasks were consumed. How to avoid a Zap loop To prevent Zap loops, you can add unique data to the action(s) that cause the loop, then use that data in a Filter step to prevent the loop. 1. Add a unique value Add a unique value to your action step(s) to indicate that the Zap already performed the action once. In each action step that causes the loop: Select a field to enter your unique value. Use a field that will not affect your original workflow. For example, if your action has a note or description field, you can add the value there. Manually enter a unique value in the field. Use a value that would not appear in your workflow otherwise. You will use this value in your Filter step. Example For a two-Zap loop: In the first Zap's Create Contact action step, enter a unique value like #sf in the Notes field to identify contacts created in Google Contacts from this action. In the second Zap's Create Contact action step, enter #ggl in the Contact Description field to identify contacts created in Salesforce from this action. For a single-Zap loop: In the Zap's Create Subscription action step, enter a unique value like #cs in the Description field to identify contacts created in Stripe from this action. 2. Add a filter In any Zap that causes a loop, add a Filter step before the action step(s) that caused the loop. Set up the filter to identify the unique value and stop the Zap from running if it is found. The Zap should only continue if the unique value is not found. Example In this step, filter using the \"Does not contain\" condition . For a two-Zap loop: After the first Zap's trigger step, add a Filter step. - Select the Contact Description field as your first filter value. - In the condition field, select Does not contain . - In the final field, enter #ggl . After the second Zap's trigger step, add a Filter step. - Select the Notes field as your first filter value. - In the condition field, select Does not contain . - In the final field, enter #sf . For a single-Zap loop: After the Zap's trigger step, add a Filter step. - Select the Description field as your first filter value. - In the condition field, select Does not contain . - In the final field, enter #cs . 3. Create a field to filter on to prevent update trigger loops If your loop is caused by a \"New or Updated\" trigger, add a dedicated field to filter records that have already been processed by the Zap. In your app, add a new field named \"Processed by Zap\". In your Zap's update action step, enter a value in the Processed by Zap field. When the Zap runs, it will enter that value in the field. Add a Filter step after the trigger. Set the filter to only continue when the Processed by Zap field is empty . After the action step runs, when the Zap triggers again for that record, the filter will stop because it sees a value in the Processed by Zap field. This will prevent a loop. 4. Use a find or create action for two-Zap loops If two Zap workflows are syncing data between apps (for example, syncing contacts between HubSpot and Google Contacts), replace Create actions with Find or Create actions. This checks if the record already exists before creating a new one, preventing the loop from duplicating data. In each Zap, replace the Create action with the app's Find or Create action (for example, Find or Create Contact ). The Zap will search for an existing record first. If one is found, the Zap stops without creating a duplicate. If none is found, it creates a new record. Note Zap loops are not a way to sync data between sources as they will repeat the same data over and over. Zapier does not support two-way syncing at this time. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496246377357-Error-The-app-did-not-respond-in-time", "final_url": "https://help.zapier.com/hc/en-us/articles/8496246377357-Error-The-app-did-not-respond-in-time", "title": "Error The app did not respond in time", "help_title": "Error The app did not respond in time", "slug": "_platform", "auth_signals": [], "text": "Error: The app did not respond in-time &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Error: The app did not respond in-time Updated December 19, 2025 09:10 In a Zap run, you may see the error message: “The app did not respond in time.” Causes This occurs when Zapier sends a request to your app, but the app takes too long to respond. This can occur when doing things like uploading a large file or searching for a record in a large database. They’re often due to temporary maintenance or outage issues with your app. For announcements on outages, maintenance, or downtime, visit your app’s status page. How to fix it Replay If you have Autoreplay enabled in your account, your Zap will automatically attempt to replay the failed step. You can also manually replay the failed step. You may have to wait for the app to resolve any issues, like outages, before replaying. Learn how replay works . Limit data In trigger steps, try limiting the amount of data sent to Zapier by filling out any required or optional fields that filter out records. In action steps: Check if your app’s API has data limits that would cause a timeout.&nbsp; You can try breaking up a single step into multiple ones to send less data at once. Do not send large files. Do not query large databases without filters. Reconnect your app account Your app account may need to be reconnected to Zapier in order to refresh your settings. When you see a timeout error, it’s best to reconnect your app account to Zapier after a few hours. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496257774221-Set-up-your-Zap-action", "final_url": "https://help.zapier.com/hc/en-us/articles/8496257774221-Set-up-your-Zap-action", "title": "Set up your Zap action", "help_title": "Set up your Zap action", "slug": "_platform", "auth_signals": ["premium"], "text": "Set up your Zap action &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Set up your Zap action Updated May 29, 2026 18:20 An action is an event your Zap performs after your trigger event occurs. Whenever your Zap triggers, the Zap will then run through every action in your workflow. 1. Select your app and event, connect your app account Select the event you want to perform and the app you want to perform it in. Your action will run after your Zap triggers. Then, connect your app to Zapier so you can move data between your apps. In the Zap editor, select the Action step. A dialog box will open. In the search box, search for and select the app that will perform the action in your Zap. The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select the event that you want the Zap to perform. Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Tip If you frequently use the same action apps or events, you can pin them so they always appear at the top of the dialog box. 2. Configure your action Continue setting up your action by selecting what the action should do in the Configure tab. Select the Configure tab. Set up all required fields and any optional fields that you need for your workflow. Required fields have an asterisk after the field name. There are different field types in Zapier that determine what types of values you can enter in a field. You can enter values in fields by: Manually entering values. Mapping fields from a previous step . Selecting a value from a preset list in the dropdown menu . 3. Test your action Test your action to verify it is sending the right data to your app. Testing creates a test record, or a representative sample of the step's data that your Zap will send to and create in your app. You can then use that data in subsequent Zap steps by mapping fields . Learn more about testing Zap steps . Select the Test tab. If you want to perform the action live to test the step , click Test step . The Data in tab will display the fields and values that you set up in the action step. The Data out tab will display the fields and values that your app returns as confirmation. If you do not want to test the step live, click Skip test . When you test an action step, Zapier will perform the action on your behalf. Testing is live and may result in changes made in your app. If you have issues when testing, you can review error messages in the Data out tab or use AI-powered troubleshooting to automatically review errors and suggested solutions. 4. Publish your Zap Once you finish setting up your Zap, you can turn it on by clicking Publish in the upper right. Zapier will actively monitor your trigger app for new data and run your action steps each time your trigger event occurs. Your Zap will only monitor for and trigger on new data that occurs after it's published. You can view a log of all your Zap activity, including all the data that goes in and out of each of your Zap steps, in your Zap History . Note Zapier will automatically turn off your Zap if: The Zap uses a feature that's no longer available in the account (e.g., multi-step Zap workflows or premium apps) due to a trial expiration or plan downgrade. Multiple errors occur each time the Zap tries to run. An email notification will be sent if a Zap is turned off due to excessive errors. Example You can trigger from any new or updated row in your spreadsheet. Then, you can add actions to your workflow like: Sending a new message in your messaging app. Creating a new invoice in your accounting app. Updating a lead in your customer relationship management app. Select your app and event, connect your app account To set up your action, in the dialog box : Select Slack for the app and Send channel message for the trigger event. In the Setup tab: Connect your Slack account to Zapier. Configure your action In the Configure tab: The Channel and Message Text fields are required, as indicated by the asterisk next to their field names. You must enter or select values for each. All other fields are optional. Fill out those fields only if you want to change default selections or enter values where there are none. For example, if you: - Want to send the message as a bot, leave Yes selected in the Send as a bot? field. Then, the Zap will post the message as a bot instead of as the person whose account you connected to the step. - Want the bot to have a specific name when it posts in your Slack channel, enter the name in the Bot Name field. If you do not enter a bot name, the Zap will post the message as “Zapbot”. - Want the bot to have an avatar icon when it posts in your Slack channel, enter the Slack emoji you want to use as the icon. - Do not want to include the Zap URL in the message, select No in the dropdown menu of the Include a link to this Zap? field. Test your action In the Test tab: After you test your action step, Zapier will send a real message to your Slack channel as a test record. Review your test record. - In the Data out tab, you can see all of the metadata for the message. This is info that the app returns to Zapier to indicate that the message was sent. It may include additional fields that you did not see during setup, but that the app returns by default. You can map any of these fields to later steps in your Zap. - Go to your app to review the data. Check if it matches what you set up in your Zap and what you see in the Data out info that the app returned to Zapier. Customize your Zap further Add more action steps If you’re on a free trial or paid Zapier plan, you can add multiple actions to your Zap workflows. More action steps. A search step to find existing data in your apps. Filters to restrict your Zap from running unless certain conditions are met. Formatter steps to format data in a Zap, such as editing text or changing a date format. Delay steps between other steps. Paths to perform different actions in your Zap based on different conditions (Professional plans and above). Learn more about customizing your Zap workflows. Rearrange steps You can rearrange the order of steps within your Zap: Hover over the step until the drag and drop icon appears at the left of the step. The mouse arrow will convert to a gloved hand , indicating that you can grab an item. Click and hold the drag and drop icon , then drag the step to another location. Release the mouse to finish moving the step. Copy and paste steps You can copy and paste steps within and across Zap workflows: Next to the step you want to copy, click the settings icon . Select Copy from the dropdown menu. A notification window will appear at the bottom of the screen indicating that your trigger was copied to your clipboard. Navigate to the Zap and step where you want to paste your step. Click the settings icon next to the step. Click: Paste below to paste the step below the current selected step. Paste to replace to replace the current step with the copied step. Next steps Learn more about Zap limits . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496258785421-Connect-your-app-accounts-to-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496258785421-Connect-your-app-accounts-to-Zapier", "title": "Connect your app accounts to Zapier", "help_title": "Connect your app accounts to Zapier", "slug": "_platform", "auth_signals": ["oauth"], "text": "Connect your app accounts to Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Connect and manage app connections Connect your app accounts to Zapier Updated May 29, 2026 18:12 For Zapier to automatically send data from one of your apps to another, you must first connect those apps to Zapier. These app connections give Zapier secure access to read and write data to those apps. You can connect your app accounts from the: App Connections page. Zap editor. You can also connect multiple accounts for the same app. Prerequisite You must have the correct permissions to connect your app to Zapier. Check your app account settings to verify your account permissions. Connect app accounts in the Apps page Go to the App Connections page. In the upper right, click + Add connection . Search for and select the app you want to connect. Click Add connection . A new browser tab or window will open. Follow the instructions to connect your app account. If nothing happens when you select an app, turn off your browser’s pop-up blocker. You’ll now be able to create Zap workflows using the connected app account. Connect app accounts in the Zap editor You can also connect new apps when you create Zap workflows in the editor. In the Setup tab of your step, you will find different options depending on whether you connected this app before: If: you’re connecting for the first time, you’ll find a Sign in button. Click this to connect a new app account. you’ve previously connected this app account, you’ll find a Select button. Click this to either pick an existing account from your list, or click + Connect a new account . A new browser tab or window will open. Follow the instructions to connect your app account. You’ll now be able to create Zap workflows using the connected app account. Connect multiple accounts for the same app You can use different accounts from the same app in different Zap workflows. To do this, create a new connection through the App Connections page or in the Zap editor. Zapier may automatically connect to an existing account because the browser's cookies recognize that you’re already logged into that service on another tab. To avoid that, you can: Log out of the app on another browser tab so the connection window in Zapier will request that you log in again. Use a different browser or an incognito/private window to log in to Zapier and create another connection. Limitations Your Zapier account has a limit of 5,000 app connections. Next steps Once you’ve connected an app account to Zapier, you can manage the app connection on the App Connections page. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496260269965-How-Zapier-handles-duplicate-data-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496260269965-How-Zapier-handles-duplicate-data-in-Zap-workflows", "title": "How Zapier handles duplicate data in Zap workflows", "help_title": "How Zapier handles duplicate data in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "How Zapier handles duplicate data in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics How Zapier handles duplicate data in Zap workflows Updated May 29, 2026 18:20 How Zapier handles duplicate data in Zap workflows depends on whether the step is a trigger or an action. In trigger steps, Zapier uses a process called deduplication to ensure only new data triggers a Zap. In action steps, how your Zap handles duplicate data depends on the app used in that step. Triggers Polling triggers With polling triggers , Zapier periodically asks your app for data. This is called polling for new data. Your app responds by sending Zapier its latest data, which can include both new and old data. Zapier then uses a process called deduplication to check if any of that data is new or updated. The Zap will check if there's new data by comparing each piece of data’s unique ID to IDs the Zap has received before. If the Zap sees a new ID, the Zap runs. If not, the Zap does not run. Note If you have more than one Zap using the same trigger, like two Zap workflows using the same form as a trigger, they will all trigger. The deduplication system only checks within the same Zap. Some apps and triggers have a second deduplication process. The Zap uses it to trigger only for specific conditions. New data usually triggers a Zap immediately, but sometimes, this can cause the Zap to trigger before you’re ready. You can use the second deduplication process to prevent this. Example For example, Google Sheets’ New Spreadsheet Row trigger will run as soon as you enter a value in any cell in a row. You can set it up so it only triggers when a cell in the row has a value in a specific column. Then, you can fill out as many cells as you want, and the Zap will only trigger once you enter a value in the cell you designated. Instant triggers Instant triggers do not use deduplication because apps only send new data. Actions How an action step handles duplicate data depends on the app's behavior. Behavior Description Create duplicate data If an app allows duplicate data, Zapier will create a duplicate record. Returns an error If an app does not allow duplicate data, Zapier will return an error message. You can view it in your Zap run details . Updates existing data If an app allows updates of existing data, Zapier will update the existing data. Some apps update by overwriting existing data, while some append to existing data. Zapier recommends you test first to see what your app does. Ignores duplicate data On rare occasions, an app may ignore a duplicate that Zapier attempts to create. The app will not create duplicate data, and you will not receive an error message. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496259603341-Field-types-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496259603341-Field-types-in-Zap-workflows", "title": "Field types in Zap workflows", "help_title": "Field types in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Field types in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Field types in Zap workflows Updated May 29, 2026 18:20 When you’re setting up your Zap, each step includes fields where you can enter data. In these fields, you can: Manually enter values. Map fields from a previous step . Select a value from a preset list in a dropdown menu or use a custom value . The field type determines what values you can enter in a field. The field types available in a step will vary. Note Some apps: Have additional restrictions for what kind of info you can enter in a field type. Allow you to enter special formatting to output design elements, like bold text, bullet points, and code blocks. Date/time fields A date/time field is a field where you can only input a date and/or time. It displays a calendar icon. Using timezones in date/time fields If you have trouble using date/time, try including a timezone in the field. Supported date/time formats Zapier tries to interpret any date or time you provide. For example, Zapier supports the following date formats: tomorrow at noon. next Friday at 7PM (Friday of the next week, not the current week). 2/13/2020 8PM EST. 2020-10-26T16:56 (standard ISO format). 1393462573 (a UNIX timestamp). Tip You can: Adjust date/time values in Zap workflows by adding or subtracting time from the value within the field. Include a timestamp of when your Zap ran in your action steps. Convert dates between formats using the Formatter \"Date/Time\" transform if your source app sends dates in a format the destination app doesn't accept. Note Zapier uses the ISO 8601 standard for formatting dates, but some apps may use different date and time defaults. Zapier will use the timezone in your account settings unless you change the timezone in your Zap settings. If you enter a date or time that Zapier cannot interpret, the Zap will default to the date and time the Zap runs. This can cause incorrect data in your app without triggering an error. Dictionary fields Dictionary fields allow you to enter key/value sets. They do not have an icon. They consist of two columns: The left column is where you enter the name for the value set. The right column is where you enter the value for the value set. After you enter a value set, click the: Plus sign icon below the last value set to add another blank value set. X icon next to a value set to remove it. Dropdown menus In dropdown menus, you can select a value from a list of preset options. If you do not see the option you need, you can use a custom value instead. They do not have an icon. Note If you can't find the option you need, try clicking + Load more at the bottom of the dropdown, or troubleshoot missing dropdown values . When entering a custom value, dropdown values are often case-sensitive. For example, an app may reject \"A123\" if it expects \"a123\". Check the exact casing your app requires. File fields File fields in Zapier refer to the actual file object and have a file icon that looks like a page. To send a file in a Zap , you need to use a file object or certain types of URL links. The file field acts differently depending on what data you send it: Text : Zapier will turn text into a .txt file and upload it to your app. URL : if you enter a URL, Zapier will try to load the data available at that address and upload it as a file. File : if you map a file from another step, Zapier will upload it Tip If you have multiple file objects or URLs, you can separate them with a comma and a space to send them all at once. This will compress them into a single .ZIP file for uploading. Note If a previous step has a file object, it will have \"(Exists but not shown)\" for the sample value. Your app determines the maximum file size you can use. Refer to the app’s documentation for more information. - Zapier must be able to upload or retrieve the file within 30 seconds or the file request will time out. Line item fields Line items are collections of separate data gathered into a single field. A single line item can consist of multiple fields and values. This contrasts with other field types that have one value per field. In programming terms, they are arrays of objects. Line item fields are usually found in commerce apps . For example, when you create an invoice, each line in the invoice is a single line-item, but it includes multiple fields and values like the item name, quantity purchased, unit price, and total for that line item. Line item fields do not have an icon, but they are offset in a separate box with all related fields. Learn more about creating line items and using line items in Zap workflows . Tip If you need to process each line item individually, such as creating a separate record for each item in an order, use a Looping by Zapier step to iterate through the line items one at a time. List fields List fields allow you to enter or select multiple options. They do not have an icon. Each time you enter a value in a list field, another blank list field will appear below it. Click the X icon to the right of a list field to remove it. Hover over a list field. A grid icon of 6 dots will appear to the right of the list field. Click, hold, and drag the grid icon to rearrange the order of your list fields. Number/decimal fields You must enter numbers into both number and decimal fields. Number fields only accept whole number values. If you enter a decimal value in a number field, Zapier will round the number down to the next whole number. They have an icon showing the numbers 1, 2, 3. Dropdown menus are often number fields. You can use them to select ID numbers for users, projects, and other internal data from apps. Decimal fields allow you to enter any numeric value, including decimal values like 1.5 . They have an icon showing the number 1.0. You must separate decimals from the integer with a period . . Example If you enter “4.7”: In a number field, Zapier will round the number down to “4”. In a decimal field, Zapier will use the exact number of “4.7”. Note Even though they look like numbers, some apps send them as a text string format. This can cause validation errors in apps that expect a numeric format. If this happens, add a Formatter \"Format Number\" step to convert the value before mapping it. Password fields Password fields are the same as string fields, but the value you enter is hidden from view. Some apps use password fields for sensitive data. They do not have an icon. String/text fields These are the default fields and do not have icons. They are general fields that allow you to enter a variety of values. String fields consist of a single input line for values like names and email addresses. To add new lines in a string field, click Shift + Enter at the same time. Text fields consist of larger input boxes that allow you to enter more info, like email messages and notes. To add new lines in a text field, click Enter . True/false (boolean) fields Boolean fields only have two values: \"true\" and \"false\". Depending on the app, these values may be different, such as \"0\" for false, or \"1\" for true. They do not have an icon. Note Boolean fields are often case-sensitive. For example, one app may send \"True\" while another expects \"true\" or \"TRUE\". If you receive a validation error due to a boolean format mismatch, use a Formatter \"Text Transform\" step to convert the value to the expected casing. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496260204941-SSL-certificate-checks-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496260204941-SSL-certificate-checks-in-Zapier", "title": "SSL certificate checks in Zapier", "help_title": "SSL certificate checks in Zapier", "slug": "_platform", "auth_signals": [], "text": "SSL certificate checks in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security SSL certificate checks in Zapier Updated January 28, 2026 17:01 Secure Socket Layer (SSL) certificates enable encrypted communication between your browser and websites like https://zapier.com. They also verify you're viewing the intended webpage, helping to prevent attackers from spying on your data. When Zapier connects to third-party services (like Gmail, Salesforce, or Zendesk) through their APIs, the same SSL technology protects the data exchanged on your behalf. SSL and Certificate Authorities (CAs) SSL certificates require both parties to trust an independent third party called a Certificate Authority (CA). The CA signs each SSL certificate it issues. There are many CAs on the internet. Zapier keeps the list of supported CAs synced with Mozilla.org's CA list . How Zapier uses SSL certificates Zapier verifies SSL certificates on every API call to ensure secure data transfer. The services you connect typically manage their own certificates, so you don't need to configure anything. Some services allow you to use your own domain (like Desk, Jira, SugarCRM, or Magento). When you do, your domain must have its own SSL certificate signed by a CA that Zapier trusts. If you purchase an SSL certificate from a CA that Zapier doesn't recognize, you may see a certificate verification error. This doesn't mean the CA is invalid—it may not be on the trusted list yet. Disable SSL certificate checks Only disable SSL checks as a last resort. Disabling checks may allow attackers to manipulate or eavesdrop on data sent to and from Zapier. When disabled, Zapier doesn't verify that the CA is trusted. You still&nbsp; need a signed SSL certificate, but Zapier won't enforce its validity. To disable SSL certificate checks: Go to the Security and data page in your Zapier account settings. In the Security section, select SSL certificate checks . You will be redirected to a new page. Select the Disable SSL Certificate Checks checkbox. Limitations If you're on a Team or Enterprise plan , disabling SSL certificate checks only applies to you. It will not apply to other users in your account. Supported services Zapier respects this \"disable\" option on a case by case basis for services. If disabling checks does not resolve the error, re-enable them and contact Zapier support for more help. Disabling SSL certificate checks only affects these services: Desk Jira QuickBooks Redmine RSS SugarCRM Webhooks Note An \"SSL\" error doesn't necessarily imply a certificate problem. For example: \"SSLERROR: The read operation timed out\" is actually not a certificate problem. This error simply indicates the remote server didn't respond to our requests in a timely manner. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496241726989-Replay-Zap-runs", "final_url": "https://help.zapier.com/hc/en-us/articles/8496241726989-Replay-Zap-runs", "title": "Replay Zap runs", "help_title": "Replay Zap runs", "slug": "_platform", "auth_signals": [], "text": "Replay Zap runs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap history Replay Zap runs Updated May 29, 2026 18:20 You may want to replay a previous Zap run. You can do so from Zap history or the Zap editor. Learn more about how replay works . Replay errored Zap workflows Replay entire Zap run Replay errored Zap workflows When a Zap errors due to an errored status , you can manually replay it or let Zapier automatically replay it for you. Manual replay With manual replay, you must initiate a replay yourself. Note On the Free plan, manual replay is only available for Zap runs with an errored status. To manually replay Zap runs with other statuses, such as on hold, you need a paid plan . Available on plans: Free Professional Team Enterprise From Zap history Go to Zap history . Select the Zap runs you want to replay. You can use the dropdown menus to filter Zap runs by status, date range, owner, folder, app, or Zap name. To individually select Zap runs to replay, select the checkbox next to each Zap run. To bulk select Zap runs to replay, click the checkbox dropdown menu in the upper left and select: Select shown to select all the Zap runs on the page. Select all (5000 at a time) to select up to 5,000 Zap runs. In the upper left, click Play X (X indicates the number of Zap workflows runs that you've selected to replay). In the dialog box, click Replay to replay the selected Zap runs. A notification window will open to show that the Zap run is replaying. Here, you can monitor the status of your replay job. Once it's complete, you'll see a summary of the results. From the Zap editor Open the Zap in the Zap editor . In the left sidebar, click the Zap runs icon to expand it. Select one or more Zap runs . Click Replay X runs , where \"X\" indicates the number of selected Zap runs. A dropdown menu will open. Click Errored steps . Learn more about manually replaying Zap workflows that error . Autoreplay When you enable autoreplay , Zapier will automatically replay any Zap run with an errored status. Available on plans: Free Professional Team Enterprise Enable autoreplay for your entire account This will automatically replay any errored Zap runs across your entire Zapier account. It will not replay safely halted Zap runs. You must be an account super admin or owner to enable autoreplay. Go to the Zap Runs tab in your Zap History . In the upper right, click to toggle the Autoreplay switch on. Enable autoreplay for an individual Zap Members of your Zapier account can enable autoreplay on a per-Zap basis for any Zap they own. This overrides the account-wide autoreplay settings. Open your Zap in the Zap editor. In the left sidebar, click the advanced settings icon . Click the Autoreplay override? dropdown menu to expand it, then select an option for this Zap: Use account setting : the Zap will autoreplay according to the current account-wide setting. The account-wide setting is shown in parentheses. Always replay : the Zap will always autoreplay when there’s an error. Never replay : the Zap will never autoreplay when there’s an error. Limitations In Teams and Enterprise accounts, you must be an account super admin or owner to enable account-wide autoreplay. In some configurations, Human in the Loop steps will not autoreplay. Learn more about Human in the Loop replay limitations . Replay entire Zap run You can replay all steps in a completed Zap run. Unlike replaying errors, when you replay all steps, the Zap will replay every single step in the Zap, including the trigger and all previous steps, regardless of their run status . If you edit and re-publish your Zap, you can still select a Zap run, and Zapier will use that trigger data to replay the Zap from its current published workflow. Available on plans: Free Professional Team Enterprise Open the Zap in the Zap editor . In the left sidebar, click the Zap runs icon to expand it. Select one or more Zap runs . Click Replay X runs , where \"X\" indicates the number of selected Zap runs. A dropdown menu will open. Click Entire Zap . Learn more about replaying an entire Zap run . Tip You can modify the trigger data before you replay the entire Zap run. Limitations Your Zap must be turned on before you can replay it. When you replay an entire Zap, it's considered a new Zap run. Any successful steps will count towards your task usage , even if they were already counted in a previous run. If you want to replay the Zap using an edited Zap workflow, you must publish it first. If you change the trigger app or event, you will not be able to replay the Zap. When you replay an entire Zap run, it will reuse your run's trigger data to generate a new run. In the Zap editor , it will appear as a separate Zap run in the Zap runs section of the left sidebar. The original run will show a replay icon with the number of replays, and you can navigate between the original and replayed runs from the Zap outline. In your Zap history , it will appear as a separate item in your list with its own Zap run details page. ​ ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496262128141-Zap-trigger-test-fails", "final_url": "https://help.zapier.com/hc/en-us/articles/8496262128141-Zap-trigger-test-fails", "title": "Zap trigger test fails", "help_title": "Zap trigger test fails", "slug": "_platform", "auth_signals": [], "text": "Zap trigger test fails &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap trigger test fails Updated May 29, 2026 18:19 When you test your Zap trigger , you may sometimes notice that no data is found or that the Zap does not find the most recent item in your app account. Note Not all apps provide real data from your account. Some apps only provide generic sample data. 1. Check if your app account is connected In your Zap trigger, click to open the Account tab. If you see a “This account is expired” alert, reconnect your app account . 2. Check if your trigger options exist Some app triggers support additional customization to filter incoming data. In the Trigger tab, check that all required fields are filled out. If any field options in your trigger app have been renamed or deleted, you must reselect or re-enter them. 3. Create a new item in your trigger app Some triggers require items to be created recently in order to find data. Create a new item in the app, then test your trigger. Create a new record in your app. In the Zap editor, select your trigger step . Select the Test tab. Click Find new records to load the new record you just created. Select the record . If your Zap uses an instant trigger , you must create a new item immediately before testing your trigger. Instant triggers will search for new data for 3 minutes. If you do not create a new item in that time, the trigger test will fail.To test instant triggers: Open a new browser tab or window. Prepare a new item in your trigger app, but do not save or submit it yet. Return to the Zap editor and click to open the Test tab. Click Test trigger . Go back to the tab or window with the item you prepared in your trigger app and save or submit the item. 4. Use an existing record You can modify an existing trigger test record to include the values you need or select a past Zap run to use as your trigger test record . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496262208141-Fix-Problem-updating-node-errors-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496262208141-Fix-Problem-updating-node-errors-in-Zap-workflows", "title": "Fix Problem updating node errors in Zap workflows", "help_title": "Fix Problem updating node errors in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Fix &quot;Problem updating node&quot; errors in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Fix &quot;Problem updating node&quot; errors in Zap workflows Updated May 29, 2026 18:19 The \"Problem updating node\" error usually occurs if you have security software like an anti-virus program or a pop-up blocker in your browser that is blocking the connection from your Zap to one of our servers. 1. Try another browser First, try using Zapier in another web browser, particularly something that isn't using any plugins or extensions. If it works on another browser, it's likely that there are plugins or extensions installed in your regular browser causing an issue. If that's the case, try turning off each plugin or extension one by one to identify which one is causing the error to occur. If you can't turn any of them off, you may need to use Zapier in an alternative browser that doesn't have any additional plugins or extensions. 2. Try another device If you have access to another device (e.g. a different computer), try seeing if the error occurs on your other device. 3. Check your corporate network connection It's possible that the error may be caused by your corporate network, as these can filter your connections to certain websites. Try using a different network, or as your IT department if can allow visits to www.zapier.com . Still having trouble? If this error persists, retrieve and save your browser console logs and send this data to our support team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496261984525-App-connection-error-Not-authenticated-or-Unauthorized", "final_url": "https://help.zapier.com/hc/en-us/articles/8496261984525-App-connection-error-Not-authenticated-or-Unauthorized", "title": "App connection error Not authenticated or Unauthorized", "help_title": "App connection error Not authenticated or Unauthorized", "slug": "_platform", "auth_signals": [], "text": "App connection error: &quot;Not authenticated&quot; or &quot;Unauthorized&quot; &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Troubleshoot app connections App connection error: &quot;Not authenticated&quot; or &quot;Unauthorized&quot; Updated March 24, 2025 12:22 When setting up a Zap or reviewing Zap run details in your Zap history, you might encounter app connection errors such as the messages “Not authenticated” or “Unauthorized”. Causes This can happen when: You do not have the right user permissions in your app. Your app requires you to have a paid or specific plan on their platform. There was an error connecting your app account to Zapier. How to fix it To fix this: Check your user permissions in your app to ensure you have the right privileges. Check your app plan to ensure you have the right plan level. Reconnect your app account . You can try searching the Help Center and Zapier Community for more information. If you need additional help after troubleshooting this error, contact Zapier support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496274335885-Transfer-existing-data-using-a-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/8496274335885-Transfer-existing-data-using-a-Zap", "title": "Transfer existing data using a Zap", "help_title": "Transfer existing data using a Zap", "slug": "_platform", "auth_signals": [], "text": "Transfer existing data using a Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Transfer existing data using a Zap Updated July 01, 2026 12:28 You can transfer existing data from a table in Zapier Tables , processing each record through a connected Zap. This approach lets you migrate historical data, manage one-time data transfers, or move data when you start using a new app. Zapier Tables allows you to import existing data from a CSV, Airtable, Excel, Google Sheets, or Slack into a table in Zapier Tables. Then, you transfer data from the table into your existing Zap. Use it to: Migrate historical data into your Zap workflows. Manage one-time data transfers between apps. Move data when you start using a new app. Process data from any source that exports CSVs. Tip Learn more about Zapier Tables and how to import data into a table . Transfer data In the Zap editor: In the middle of the top menu bar, click the avatar button next to the name of your Zap. A dropdown menu will appear. Select Transfer data . A dialog box will appear. The Transfer data option will only be enabled if your Zap has been published at least once and is turned on. In the Tables field, click the input box . Search for and select an existing table. You can also import existing data into a new table , then return to this window to transfer that data. Click Continue . You will be redirected to a new screen in the dialog box. In the Review data screen, select each record you want to transfer. In the bottom right, click Import selected records . You will be redirected to a new screen in the dialog box. In the Map your data from: [Table] screen (where \"[Table]\" is the name of the table you selected), you must map fields from your table to the corresponding fields in your Zap. The dialog box will display fields that currently have field mappings, with an input box above them. Use the input box to select the fields to transfer data from. Click Continue . You will be redirected to a new screen in the dialog box. Click Confirm your run . You will be redirected to a new screen in the dialog box. Each record you selected will correspond to 1 Zap run . Click Done . Each transferred record will appear as a unique Zap run . Limitations To transfer data, you must publish the Zap at least once and turn it on. You cannot transfer data in the initial draft of a Zap or when the Zap is turned off. You can transfer up to 25,000 records at a time. Each record that is transferred uses 1 task . Some apps may have other limits, like rate limits . If there are a large number of records in your table, it may take some time to process all records. Transfer history All records will appear on your Zap's history . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496273821965-Use-spreadsheet-style-formulas-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496273821965-Use-spreadsheet-style-formulas-in-Zap-workflows", "title": "Use spreadsheet style formulas in Zap workflows", "help_title": "Use spreadsheet style formulas in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use spreadsheet-style formulas in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Getting started with Formatter Use spreadsheet-style formulas in Zap workflows Updated May 29, 2026 18:18 Available on plans: Free Professional Team Enterprise With Formatter, you can use spreadsheet-style formulas in Zap workflows the same way you do with popular spreadsheet applications like Microsoft Excel, Numbers, and Google Sheets. You can apply the formula to data coming from different sources and send the results of the formula to another app. This option can be used with numbers or with text. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Event dropdown menu and select Numbers or Text , depending on the information you'd like to map to this step. Click Continue . 2. Set up your transform The Spreadsheet-Style Formula transform supports many different functions . You can use data from previous steps in your formula. Click the Transform dropdown menu and select Spreadsheet-Style Formula . Click the Formula field and write your formula, mapping data from previous steps wherever needed. Click Continue . Note If the fields you're using in the formula include text (not just numbers), you must wrap each of them in double quotation marks. 3. Test your formula Click Test step . You’ll see the results of your formula. Note If you’re using spreadsheet-style formulas to compare values, the output will be “true” or “false”. If the compared values are equal, the output is “true”. If the compared values are not equal, the output is “false”. Once you set up a spreadsheet-style formula step, you can use the results in other actions in your Zap . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496275165709-Create-line-items-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496275165709-Create-line-items-in-Zap-workflows", "title": "Create line items in Zap workflows", "help_title": "Create line items in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Create line items in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Utilities Create line items in Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise Line items are collections of separate data gathered into a single field. A single line item can consist of multiple fields and values. This contrasts with other field types that have one value per field. In programming terms, they are arrays of objects. Line item fields are usually found in commerce apps . Many apps require information formatted as line items to work properly. If the step where the data comes from does not support line items, you can use Formatter to reformat your data into line items. For computers, line items must be represented as a type of JSON data structure, composed of a key and a comma-separated list inside of square brackets that looks like this: { fruit: [ “apples”, “oranges”, “bananas” ]} 1. Add a Formatter Utilities step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Utilities . Click Continue . 2. Set up your transform You can create line items with two different Formatter transforms: Text to Line-item, to create one set of line items, and Line Itemizer, to create multiple sets of line items. Text to Line-item Line Itemizer Text to Line-item If you have a single set of line items you want to create, use the Text to Line-item transform: Click the Transform dropdown menu and select Text to Line-item . Click the Input field and map data from another step that's formatted as comma-separated values (e.g., “apples,bananas,oranges”). Click Continue . Line Itemizer If you need to create more than one set of line items, use the Line Itemizer transform: Click the Transform dropdown menu and select Line Itemizer (Create/Append/Prepend) . (Optional) In the Line-item(s) Group Name field, enter a name for your line item group. In the Line-item Properties section, add your line items: In the field on the left, enter a property name . In the field on the right, map a field from a previous step that has information formatted as comma-separated values. Repeat this step for each set of line items. Click Continue . 3. Test your line item transformation Click Test step . If the transformation is successful, the information from the trigger will be converted into line items. Once you create line items with Formatter, you can use these line items in other actions in your Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496275663501-Request-to-add-a-new-app-to-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496275663501-Request-to-add-a-new-app-to-Zapier", "title": "Request to add a new app to Zapier", "help_title": "Request to add a new app to Zapier", "slug": "_platform", "auth_signals": [], "text": "Request to add a new app to Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps Request to add a new app to Zapier Updated March 04, 2026 04:45 All supported apps are listed on Zapier's App Directory . If the app you want to use with Zapier is not currently supported, there are three ways to request to add the app to Zapier: Zapier Support Zapier Trusted App Developers Zapier Developer Platform Note For an app to be added to Zapier, it must have an API that is REST or XML-RPC -based. 1. Zapier Support You can reach out to Zapier Support to request a new app. While most apps on Zapier are built and maintained by the app developers themselves, Zapier keeps an internal list of app requests. 2. Zapier Trusted App Developers If user demand is strong enough, but the app in question doesn't have the engineering time or resources to devote to connecting their app to Zapier, they can contract a Zapier Trusted App Developer to build a Zapier integration for them. Apps built by Zapier Trusted App Developers are on equal footing with every other app when they are globally activated. 3. Zapier Developer Platform The Zapier Developer Platform is free for anyone to use to connect an app to Zapier, and is self-serve from creation to deployment. For simple apps with easy APIs, no code may be required. While apps connected to Zapier without the official support of the app developer can't be made public in Zapier's App Directory , they can be used internally by you and your teammates. Connect your apps without a direct Zapier integration Even if app is not yet in the Zapier App Directory, you can still have several effective ways to connect and automate your workflows. Here are some alternatives:&nbsp; RSS feeds: If your app provides an RSS feed, you can use a RSS by Zapier trigger. This will allow you to automatically pull information from the app's feed or send information to it, integrating feed updates into your workflows.&nbsp; Email triggers and parsing : Incoming data: Create a workflow with a supported email trigger (e.g., Gmail, Office 365, IMAP). You can then use a filter that identifies emails sent from the app. To extract details from these emails, and use them in your workflows, use Email Parser by Zapier to parse information from these emails and into separate, usable fields them as separate fields. Outgoing data: If your app can receive new information by email, you can use Email by Zapier to send outgoing emails to a specified address, pushing new data into your app.&nbsp; Leverage third-party apps : Consider if there are other third-party party apps that already integration with your desired app and can post information to it. For example, Buffer and Hootsuite will post information to other apps like Facebook and Instagram. When an app is not supported by Zapier ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496277737997-Use-line-items-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496277737997-Use-line-items-in-Zap-workflows", "title": "Use line items in Zap workflows", "help_title": "Use line items in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use line items in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Use line items in Zap workflows Updated May 29, 2026 18:19 Line items are collections of separate data gathered into a single field. A single line item can consist of multiple fields and values. This contrasts with other field types that have one value per field. In programming terms, they are arrays of objects. Line item fields are usually found in commerce apps . To use line items in your Zap, line items must be supported in both your trigger and action. If your trigger doesn’t support line items, you can use Formatter to create line items after setting up your trigger . Identify your trigger’s line item fields Line items must be provided by the trigger or a previous action in your Zap. In the Zap editor, click the Trigger step. In the Test tab: If you haven’t tested your trigger, click Test trigger . In the search box, search for line items or lines to confirm that your trigger sends line items. Click Continue . Tip Some apps have similar triggers, but some may not support line items. Some trigger events specify that they support line items. If your trigger doesn’t support line items, try a different trigger. If there is no alternative trigger that supports line items, you can use Formatter to create line items from your trigger data . Set up your action to use line items Triggers can only send line items to actions that support them. If an action supports line items, it may not support line items in all fields. Fields that accept line items will be in a separate, indented section. To set up your action to use line items: In the Action tab, scroll to the Line Items sub-section. Click the dropdown menu for a field, then select a line item from your trigger step. You can then map line items to any field in your Zap. Note The name of the indented section may not be Line Items . The name used will vary by app. Tip To use custom values in line item dropdown fields , use a lookup table to map line items to the specific ID/Name you want to use as a custom value. You can use the Formatter app to create line items or to convert line items into text . If you need additional help using line items in your Zap workflows, contact Zapier support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496277613325-Manage-your-Zapier-account-email-notification-preferences", "final_url": "https://help.zapier.com/hc/en-us/articles/8496277613325-Manage-your-Zapier-account-email-notification-preferences", "title": "Manage your Zapier account email notification preferences", "help_title": "Manage your Zapier account email notification preferences", "slug": "_platform", "auth_signals": [], "text": "Manage your Zapier account email notification preferences &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Notifications Manage your Zapier account email notification preferences Updated May 29, 2026 18:17 You can control which email notifications Zapier sends to you from the Notifications section of your profile settings. These emails are sent to the email address you use to log into your Zapier account. They include: Summaries of activity on your account. Error notifications. Email newsletters you’re subscribed to. Learn how to update or change your Zapier account email address . Note You cannot change email settings for account alerts such as notifications about your task limit and billing-related notifications. If you used your Google account to sign up for Zapier, the email address associated with that Google account is your Zapier account email address. Activity summary You can schedule how often you receive a summary of tasks Zapier has performed. Go to your Notifications settings. Select Email subscriptions . Click the dropdown menu in the Activity Summary section. Select an activity summary frequency: Never . Daily . Weekly . Zapier Manager notifications If you use the built-in Zapier Manager app to monitor your Zap workflows for new errors, you can adjust how often the New Error trigger fires. To manage your Zapier Manager New Error triggered Zap: Go to your Notifications settings. Select Email subscriptions . In the Zapier Manager section, click the Send me an email when a Zapier Manager Zap fails dropdown menu and select an option: Never : you won’t receive any notifications. This is not recommended. Repeated : receive a notification only after multiple errors occur. Always (recommended) : receive a notification for each error that occurs in a Zap trigger or action. Newsletter notifications You can subscribe to specific Zapier email newsletters or unsubscribe from all. Go to your Notifications settings. Select Email subscriptions . In the General communications section: Select or clear the checkbox next to a Zapier newsletter to subscribe or unsubscribe. Click Unsubscribe from all to stop receiving email newsletters from Zapier. Your email notification preferences will be updated immediately. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496278106637-Use-regular-expressions-regex-to-find-text-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496278106637-Use-regular-expressions-regex-to-find-text-in-Zap-workflows", "title": "Use regular expressions regex to find text in Zap workflows", "help_title": "Use regular expressions regex to find text in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use regular expressions (regex) to find text in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Use regular expressions (regex) to find text in Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise Formatter's Extract Pattern transform allows you to find and use text that's part of a field by using a pattern (a Python regex ) to search for it. This can be useful, for example, if you need data such as a name, but it's within a field that also contains the person's phone number and you need it separately. Note Regex is an advanced feature, and Zapier Support cannot offer help with it. If you encounter a problem, reach out to the Zapier Community or StackOverflow . You can also try one of the ready-made extract transforms for phone number, URL, number, and email address. 1. Add a Formatter step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Text . Click Continue . 2. Set up your transform Click the Transform dropdown menu and select Extract pattern . In the Input field, select a field from a previous step you want to extract content from. In the Pattern field, enter the Python regex you want to use. Click Continue . Note The Input field also works with line items . It will look for the pattern in each item individually. However, if you select Yes in the Match All field, this Formatter step will not work with line items. 3. Optional: Set up regex options You can use the following regex options to refine the search: Match All - Matches all occurrences of pattern within the field. Returns the results as line items. If this option is set to Yes , the Input field won't work with line items. MULTILINE - If your field contains multiple lines, this option allows ^ and $ to match the start and end of each line. DOTALL - Allow dot (.) to match a newline pattern . Normally, a dot (.) will match anything except for newlines. IGNORECASE - Ignore upper/lowercase differences when searching. 4. Optional: Create a group label (Match All only) If you select Yes in the Match All option, you can create a label for the line item group, to help you identify them for use in your Zap later. You can do so with the following pattern: (?Pyour_pattern) Example In this example, we want to create a group label called first_name , by using the pattern (?P^\\w+\\s) that will search for matches on the following content (as one field): Jonny Mills - 45 Road Name Marie Miller - 55 Road Name The output then becomes the following (as separate fields): Jonny Marie 5. Test your step Click Test step . If anything is found, you'll see the results of the search. If the regular expression finds a match, it will return it in the field Output . The content of this field can vary depending on the options you select. Each match will always return at least these fields: 0 - text of match _end - last position of match in text _start - first position of the match in the text _matched - true or false based on the match Note If your pattern has multiple matches, the first match will appear as 0 , the second match as 1 , and so on. Once you've finished setting this step up, you can add another action to use the results of the Formatter step. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496277302157-Upgrade-or-downgrade-your-Zapier-plan", "final_url": "https://help.zapier.com/hc/en-us/articles/8496277302157-Upgrade-or-downgrade-your-Zapier-plan", "title": "Upgrade or downgrade your Zapier plan", "help_title": "Upgrade or downgrade your Zapier plan", "slug": "_platform", "auth_signals": ["premium"], "text": "Upgrade or downgrade your Zapier plan &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans Upgrade or downgrade your Zapier plan Updated August 05, 2026 11:48 You can upgrade or downgrade your Zapier plan at any time directly through your Zapier account. Select a different Zapier plan Account plan changes can be done at any time. To change your plan: Visit the Billing and usage page . Click the Manage button. Select a plan . Select if you want to pay monthly or annually . Customize your plan with add-ons . Select an existing payment method or provide a new one. Learn more about payment methods . Tip Select annual billing to save 33% on the monthly price. Add your tax ID when you upgrade to have it appear on all invoices. Plan changes on Team or Enterprise plans Only the account owner can make plan changes on Zapier for Teams plans . On Enterprise plans , the account owner and any super admins can make plan changes. Upgrade your plan When you upgrade your Zapier plan, changes take effect immediately, so you can start using your new features right away. Your account's billing date and number of tasks will reset when you upgrade. You'll be charged for the price of the new plan minus any remaining time from your previous plan. Zapier calculates the remaining time on a per-day basis and issues a credit that's used before charging your payment method. Any tasks used through pay-per-task billing prior to the upgrade will also be charged at that moment. Example Your current plan costs $50 monthly, and you decide to upgrade to a plan that costs $80 halfway through the current billing cycle. You still have 15 days left in your current plan, so Zapier will apply $25 in credit to your account and charge $55 at the moment of the upgrade. On the next billing date, Zapier will charge the full amount, $80. Change the billing cycle interval Zapier offers two billing cycle options: monthly and annually. If you change from one to the other and credits remain from the previous plan, all credits will be applied before a new charge is made. This change takes effect immediately. If you've signed up for any add-ons , their billing cycle will also change. Note Annual plans offer a 33% discount on monthly prices. If you switch from annual to monthly, you will lose the discount. Monthly billing cycles begin on the day of the month when you last upgraded to monthly billing. You'll be charged at the beginning of your billing cycle. You can view this date on your Billing and usage page. Downgrade your plan to a lower tier When you downgrade to a lower tier, changes occur at the end of that monthly or annual billing cycle, not immediately. You'll still have access to your current features until the end of the billing cycle. Learn more about how downgrades work . Before you downgrade Consider the following before downgrading: Premium apps: If you use Premium apps , they will stop working on the Free plan. Zap runs that use Premium apps will be held , and you can replay them if you upgrade again. Task limits: Lower-tier plans include fewer tasks per month. If your Zap workflows use more tasks than your new plan allows, runs may be held until the next billing cycle. Learn more about how task usage is measured . To downgrade your plan: Visit the Billing and usage page . Click the Manage button. Select the lower-tier plan you want. Select monthly or annual billing. Select an existing payment method or provide a new one. Complete the Checkout step to confirm the downgrade. The downgrade will not be scheduled until you finish checkout. Note You must complete the full checkout flow to confirm your downgrade. Selecting a different plan alone does not schedule the downgrade, you must confirm at checkout for the change to take effect. Verify your pending downgrade To confirm that your downgrade is scheduled, visit the Billing and usage page . A banner at the top will show the date when your plan will change. If you do not see this banner, the downgrade may not have been confirmed. Repeat the steps above and ensure you complete the Checkout step. Stop a downgrade If you start a downgrade and then change your mind, you can return to your current plan any time before the end of the billing cycle. To cancel an upcoming downgrade: Visit the Billing and usage page . On the banner that shows the downgrade date, click Cancel downgrade . Your account will stay on the current plan. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496280450189-Create-teams-in-your-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496280450189-Create-teams-in-your-Enterprise-account", "title": "Create teams in your Enterprise account", "help_title": "Create teams in your Enterprise account", "slug": "_platform", "auth_signals": ["oauth"], "text": "Create teams in your Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account User roles and permissions Create teams in your Enterprise account Updated May 29, 2026 18:18 Teams are a subset of users who can collaborate on Zap workflows and share app connections. Account admins get full access to an account, while team members are only granted access to what they need. Teams allow users to: Share folders Share app connections Create custom app restrictions When someone joins your organization, you can add them as a member to a specific team to give them the permissions they need. Available on plans: Free Professional Team Enterprise 1. Create teams Any user can create new teams in their Enterprise account. By default, the user who creates the team is the team owner. Go to your teams settings Click Add Team . Enter your team information: Team Avatar Team Name Description Team Members: members are searchable within the organization by their name and email address Click Save Changes . Note The team owner, account owner, and account admins can make changes to team information at any time in team settings . 2. Share folders Account admins can limit a team’s access to the Zap workflows in an account by only sharing specific folders with them. Go to Zap workflows . In Shared folders , click the gear icon next to a folder and select Share With… . In the Share with others search box, search for and select the team . 3. Share app connections Account admins can choose specific app connections to share with a team. Go to My Apps . Select the app with the connection you want to share. A new browser tab or window will open. Find the app connection you want to share and click Only you . In the dialog box, search for and select the team . Click Done . 4. Create custom app restrictions Account admins can restrict app access and add member and team exceptions. Go to your app restrictions settings . Click Add App to restrict a new app, or select a current restricted app . In the Add Exceptions search box, search for and select the team to grant access to the app. Who can add members to teams and who can create teams? Anyone in an Enterprise account can create teams and view members of other teams. Team owners can edit team settings, and add/remove members to teams they own. Account owners and admins can edit all team settings, and add/remove members to any team. Additionally, members of the account can request access to join a team. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496288188429-Set-up-your-Zap-trigger", "final_url": "https://help.zapier.com/hc/en-us/articles/8496288188429-Set-up-your-Zap-trigger", "title": "Set up your Zap trigger", "help_title": "Set up your Zap trigger", "slug": "_platform", "auth_signals": [], "text": "Set up your Zap trigger &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Set up your Zap trigger Updated May 29, 2026 18:20 A trigger is an event that starts a Zap . After you turn on your Zap, Zapier will monitor for that trigger event. When it occurs, the Zap will then run through every action in your workflow. Learn more about how Zap triggers work . Example A trigger can be events like: A new invoice created in your accounting app. A new email delivered to your inbox. An update to a row in your spreadsheet. 1. Create a new Zap Start by creating a new Zap in your account home . In the left sidebar, click + Create . A dropdown menu will appear. Select Zap workflows . You will be redirected to the Zap editor in a new browser tab or window. 2. Select your app and event, connect your app account Start setting up your trigger step by selecting the app you want to trigger from and the event in the app that should start your workflow. Then, connect your app to Zapier so you can move data between your apps. In the Zap editor, select the Trigger step. A dialog box will open. In the search box, search for and select the app that will trigger the Zap. The right sidebar will open to the Setup tab. Click the Trigger event field to open the dropdown menu. Select the event that you want to trigger the Zap. Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Tip If you frequently use the same trigger apps or events, you can pin them so they always appear at the top of the dialog box. Note Some apps offer similar-sounding trigger events, such as New Row and New or Updated Row . Each behaves differently: a \"New\" trigger only fires when a brand-new item is created, while a \"New or Updated\" trigger fires on both new items and changes to existing ones. Each trigger event includes a description to help you select the right one. 3. Configure your trigger If your trigger has additional fields to set up, you'll see a Configure tab where you can set up those fields. Select the Configure tab. Set up all required fields and any optional fields that you need for your workflow. Required fields have an asterisk after the field name. 4. Test your trigger Test your trigger to verify it is triggering from the right data. Testing creates a test record, or a representative sample of the step's data that your app will send to your Zap. You can then use that data in subsequent Zap steps by mapping fields . Learn more about testing Zap steps . Click the Test tab. Click Test trigger to load a test record from your app. One or more test records will appear. If Zapier has trouble finding test data, try adding new data in your trigger app to create a new event, then re-test your trigger. Review and select a record . Click Continue with selected record to complete the step. Note Some apps only return generic sample data during testing, not real data from your account. If your test records look unfamiliar or are missing fields you expect, try creating new data in your trigger app and re-testing. A successful test confirms your connection and configuration are working, but live trigger behavior may differ. Learn how to troubleshoot trigger test failures . Tip You can select a new test record, use a previous Zap run as a trigger sample, or modify the data within your selected test record . As you edit each step, Zapier will auto-save your work as a draft . Example You want your Zap to start running whenever there's a new or update spreadsheet row in your Google Sheets spreadsheet. To set up your trigger, in the dialog box: Select Google Sheets for the app and New or Updated Spreadsheet Row for the trigger event. In the Setup tab: Select the spreadsheet and worksheet you want to monitor for new or updated rows. Connect your Google Sheets account to Zapier. In the Configure tab: The Spreadsheet and Worksheet fields are required, as indicated by the asterisk next to their field names. You must enter or select values for each. The Trigger Column field is optional. If you want the Zap to only trigger when a specific column has a new or updated value, select it from the dropdown menu. In the Test tab: After you test your trigger step, Zapier will load one or more spreadsheet rows as test records . Select a record to review its data. Check if it contains the fields and values you need to continue setting up your Zap. Next steps If you run into issues with your trigger, explore the Troubleshoot Zap workflows section. After you set up your Zap trigger, the next step is to add one or more actions for your to Zap perform after your trigger event occurs. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496279434637-Pick-from-a-list-of-items-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496279434637-Pick-from-a-list-of-items-in-Zap-workflows", "title": "Pick from a list of items in Zap workflows", "help_title": "Pick from a list of items in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Pick from a list of items in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Utilities Pick from a list of items in Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise With Formatter's Pick from list transform, you can select a specific value from a list generated by an app. Example If a survey field collects a respondent's top 5 vegetables but you only want to track the top vegetable, you can use the Pick from list transform to create a new field that contains only that item. 1. Add a Formatter step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action e vent dropdown menu and select Utilities . Click Continue . 2. Set up your transform Click the Transform dropdown menu and select Pick from list . You can select from pre-made options or use a static list position. First item, last item, or a random item: use the options available from the Operation dropdown menu. Any other item: to pick an item at any other position, click the three dot icon beside the Operation field and select Custom . Learn how to select a custom position. In the Input field, select a field from a previous step that contains the list you want to pick from, or enter a list of values. More fields will appear when the first one is used. Optional: in the Default field, you can enter a value to use if no value is found. Click Continue . Pick a custom position from a list The Operation dropdown menu offers three predefined positions: Choose first. Choose last. Choose random. To pick an item in any other position, you must use the Custom option in the Operation field, and reference the item by its list position: On the Operation field, click the three dot icon and select Custom . You can now enter the number of the position in the text field. The first list item will always be 0 . The second item is 1 , the third item is 2 , and so on. You can also use negative numbers to count from the end of the list. -1 will pick the last item, -2 will pick the second-last item,and -3 will pick the third-last item, and so on. 3. Test your step Click Test step . If the transformation is successful, the step will return one of the values from the input field or the default value (if you set one). Once you’ve set your Formatter step to pick a value from a list, you can add other actions to use the result in your Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496279747085-Set-up-single-sign-on-with-SAML", "final_url": "https://help.zapier.com/hc/en-us/articles/8496279747085-Set-up-single-sign-on-with-SAML", "title": "Set up single sign on with SAML", "help_title": "Set up single sign on with SAML", "slug": "_platform", "auth_signals": ["username_password"], "text": "Set up single sign-on with SAML &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Set up single sign-on with SAML Updated August 05, 2026 23:51 Single sign-on (SSO) is a secure way to give your team access to Zapier. It creates a single set of credentials to access multiple applications, like Zapier. SSO with Security Assertion Markup Language (SAML) uses industry-standard SAML 2.0 so you can easily integrate with any identity provider (IdP) that supports this protocol. Zapier has partnered with several IdPs to offer third-party connectors. Zapier supports both Zapier-initiated SAML SSO and IdP-initiated SAML SSO. You can also provision users using Just-in-Time provisioning (JIT). You can use Single Logout (SLO) when configuring SAML SSO. When enabled, if you log out of your IdP, the provider will log you out of Zapier and vice versa. Support for SLO depends on your IdP. Available on plans: Free Professional Team Enterprise Pre-requirements To set up single sign-on, you must: Verify ownership of your domain . Be an Admin, Super Admin, or account Owner . Manually configure SSO with SAML 1. Set up a custom SAML configuration To set up a custom SAML configuration: Set up your IdP. Sign in to Zapier using your account owner's credentials. Go to the single sign-on settings page. In the SAML Identity Provider tab, enter the values provided by your IdP in the Entity ID, SSO URL, and Certificate fields. The entity ID is usually the IdP issuer. The SSO URL is the IdP's SSO URL. The certificate is the X.509 certificate offered by your IdP. [Optional] To enable SLO, click to toggle the Signed Single Logout switch to enable it. Enter the corresponding values from your IdP in the Email , First Name , and Last Name fields. Your IdP must format the NameID used in the Email field as urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress . If your IdP doesn't format the NameID this way, you must send an additional value to use in the Email field from your IdP's configuration page. You can send first and last name along SAML assertions. Enter the names of those values in the associated fields. 2. Test your SAML configuration Before enabling SSO for your entire organization: Click Test Configuration . If the connection is working, a new browser tab or window for your IdP will open. There, your IdP will: Authenticate your account. Redirect you to a page containing the SAML response received from the IdP. 3. Enable SAML single sign-on Once you've tested your configuration and ensured SSO is working: Return to the SAML Identity Provider section. Click the Enable SAML login switch. This will force all team members to log in with SAML SSO. This will disable the use of username and password. Click Save changes to finalize changes. 4. Copy your single logout certificate You will need to enter this value in your IdP. Go to the Service Provider tab. In the Single Logout Certificate field, click the copy icon . This will copy the value to your clipboard. Then paste the value into the appropriate field in your IdP. Note When copying and pasting your IdP's certificate, you must also include the -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- copy that begins and ends the certificate. 5. Notify your team Zapier can automatically send instructions on how to log in via SAML SSO to your team. Go to the Notify Team Members tab. Click Send Email . This will send an email to your team members. Additional technical information Zapier uses SAML 2.0 with HTTP Redirect Binding for service provider to IdP (Zapier to IdP). It requires HTTP POST binding for IdP to service provider. The Consumer URL is the post-back URL, also known as the Assertion Consumer Service URL. The post-back URL is namespaced by a tenant identifier that is unique to your organization. You can also use the Tenant Identifier field for configuring third-party connections from IdP app catalogs. The NameID must contain the user's email address. You must format the Name ID as urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress . Zapier supports both signed and unsigned SLO. For signed SLO, you must send the SLO URL to your IdP after configuring an IdP in Zapier. The SLO URL is found in the Service Provider tab. Your IdP must send the following values with SAML assertions: For first name, Zapier looks for http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname or urn:oid:2.5.4.42 by default. For last name, Zapier looks for http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname or urn:oid:2.5.4.4 by default. For email, Zapier looks for http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress if the NameID is not in the email format. If Zapier doesn't receive these values, you must configure your IdP to send them. You can use the optional configuration mapping to map custom attributes. Use custom SAML connectors OneLogin If using OneLogin, Zapier recommends using the published Zapier SAML app for OneLogin . If you need to configure a custom app: In OneLogin, go to Company Apps and add a SAML connector . Go to the SSO tab. Copy the Issuer URL value and paste it into Zapier's Entity ID field. Copy the SAML 2.0 Endpoint value and paste it into Zapier's SSO URL field. [Optional] To enable SLO, copy the SLO endpoint value and paste it into Zapier's SLO URL field. Copy the X.509 certificate value and paste it into Zapier's Certificate field. In Zapier, you must not enable the Zapier's SAML connector yet. The Enable SAML login switch must remain disabled. Save the SAML connector by clicking Save Changes . In OneLogin you will see Zapier's specific configuration appear. In Zapier, copy the Audience value and paste it into OneLogin. In Zapier, copy the Consumer URL value and paste it into OneLogin's Recipient and ACS (Consumer) URL fields. [Optional] To enable SLO, copy Zapier's Single Logout URL value and paste it into the corresponding field in OneLogin. Save your OneLogin configuration. Assign test users to test your configuration before enabling it for all users. Test the SAML integration by clicking Test Configuration in Zapier. Once testing is complete, click Enable SAML login to enable your configuration. Note If first name and last name fields are shown, you must enter: firstname in the First Name field, lastname in the Last Name field. When copying and pasting your IdP's certificate, you must also include the -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- copy that begins and ends the certificate. Okta If using Okta, Zapier recommends using the published Zapier SAML app for Okta . Follow these instructions to configure a custom app . Note If you plan to push Okta groups to Zapier for team or department-level access control, set up a custom SAML/SCIM app in Okta from the start. The published Zapier SAML app does not support Okta's Group Push feature. If you set up SSO with the published app first and later need group push, you must reconfigure SAML using a custom app instead. To provision users and groups from Okta, read Provision user accounts with SCIM . SCIM provisioning is available on the Enterprise plan. Then, configure your single logout certificate. Go to the Service Provider tab. In the Single Logout Certificate field, click the copy icon . This will copy the value to your clipboard. Open a text editor and paste the certificate value . Save the file as slo.cert . Then, in Okta: Under Applications , select the Zapier SAML app . Select the Sign On tab. Click Edit . In the Signature Certificate field under the Enable Single Logout checkbox, click Browse . Search for and select the slo.cert file. Click Upload to upload it to Okta. Click Save . Note Okta only supports signed SLO and service provider-initiated SLO. You must copy your single logout certificate in Zapier. Do not use the certificate linked in Okta's instructions. When copying and pasting your IdP's certificate, you must also include the -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- copy that begins and ends the certificate. Google Workspace In your Google admin console, create a custom SAML application . Copy the SSO URL , Entity ID , and Certificate values. Go to the SAML Identity Provider tab on the single sign-on page in Zapier and paste the Google values into the corresponding fields in Zapier. In Google, copy the SSO URL , Entity ID , and Certificate values and paste them into the corresponding fields in Zapier. In Google, click Continue . In Zapier, click the Service Provider tab. Copy the Consumer URL value and paste it into Google's ACS URL field. Copy the Audience value and paste it into Google's Entity ID field. Copy the SP SSO URL value and paste it into Google's Start URL field. In Google, select Email from the Name ID format dropdown menu. In Google, select Basic Information &gt; Primary Email from the Name ID dropdown menu. Click Continue . [Optional] Add attributes in Google. Return to the SAML Identity Provider tab in Zapier. Copy and paste the URLs from the corresponding fields in Zapier to the corresponding attributes in Google. In Google, click Continue . Select the custom SAML app that you created. In the User Access section, click View Details . Click On for everyone to enable your custom SAML app. Test the SAML integration by clicking Test Configuration in Zapier. Once testing is complete, click Enable SAML login to enable your configuration. Note When copying and pasting your IdP's certificate, you must also include the -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- copy that begins and ends the certificate. Microsoft Entra In the Entra portal, select Enterprise Applications , then click New application . Click Non-gallery application . In the Manage menu, click Single sign-on . Click SAML , then click the pencil icon to edit the basic SAML configuration. Using the information provided in the Service Provider tab in Zapier, enter the following fields: In the Identifier (Entity ID) field, paste the Audience URL value from Zapier. In the Reply URL (Assertion Consumer Service URL) field, paste the Consumer URL value from Zapier. In the Sign on URL field, paste the SP SSO URL value from Zapier. In the Logout URL field, paste the Single Logout Url value from Zapier. In the SAML Signing Certificate section in Entra, click Download to download the Certificate (Base64). In the SAML Identity Provider tab in Zapier: In the Certificate field, paste the file contents from Entra. In the SSO URL field, paste the Login URL from Entra. In the Entity ID field, paste the Entra Identifier from Entra. [Optional] In the IdP Single Logout Url field, paste the Logout URL from Entra. Add an Entra test user , then test the Zapier application in Entra. Test the SAML integration by clicking Test Configuration in Zapier. Once testing is complete, click Enable SAML login to enable your configuration. Note When copying and pasting your IdP's certificate, you must also include the -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- copy that begins and ends the certificate. JumpCloud Additional JumpCloud pre-requisites You must be a JumpCloud administrator. You must have a JumpCloud SSO Package or higher, or the SSO a la carte option. Configure JumpCloud Follow these instructions to set up your JumpCloud application integration . Then, to configure JumpCloud in Zapier: Go to the Admin Center . In the left Admin Center sidebar, click Single sign-on (SSO) . In the SAML Identity Provider tab: In the Entity ID field, enter your JumpCloud IdP Entity ID . In the SSO URL field, enter your JumpCloud IDP URL . In the Certificate field, paste the JumpCloud certificate you created when configuring your JumpCloud SSO integration. (Optional) In the Identity Provider Single Logout URL field, enter https://console.jumpcloud.com/userconsole . (Optional) A", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496281082253-Remove-members-from-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496281082253-Remove-members-from-your-Team-or-Enterprise-account", "title": "Remove members from your Team or Enterprise account", "help_title": "Remove members from your Team or Enterprise account", "slug": "_platform", "auth_signals": ["webhook"], "text": "Remove members from your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account User roles and permissions Remove members from your Team or Enterprise account Updated July 01, 2026 10:18 Ensure that your business-critical Zap workflows continue to work even after you offboard a user from your Team or Enterprise account . You can transfer ownership of their Zap workflows and app connections to any other user in your account. Remove the user Go to your Members page. In the list of users, click the menu icon next to the user. A dropdown menu will open. Select Remove member . A dialog box will appear. (Optional)The Transfer Ownership field, will default to the account owner. To select a different user, search for and select their name in the input box. In the How long should {user}’s private app connections remain active? field, select either: 30 days : connections will expire 30 days after user was removed. Until the connections expire : connections will continue working until they expire per the app’s expiration schedule. Click Remove member to confirm. Review the CSV The link to the CSV in the confirmation email is valid for 7 days. You can manually export the CSV from the Members page . In the Search members input box, search for and select the user . Click the menu icon next to the user. In the dropdown menu, click Download Zap workflows and app connections (CSV) . The CSV will automatically download to your computer. The CSV will contain the following info: Type: indicates whether the row is for a connected app account (“Auth”) or Zap. ID: the unique ID of the connected app account or Zap. Name: the name of the connected app account or Zap. Link: a URL link to the connected app account or Zap page. Private: indicates whether a connected app account or Zap is unshared. “True” indicates it’s private. “False” indicates it’s shared. App: for a connected app account, the name of the app that’s connected. What happens after you remove a user? After you remove a user, the new owner of the Zap workflows and app connections will receive a confirmation email notifying them of the user’s removal. The email will contain a link to access a CSV file with a list of all Zap workflows and app connections that were transferred to them. The account owner will also receive a confirmation email, even if the user was removed by another admin or super admin in the account. Zapier will transfer ownership of the removed user's Zap workflows and app connections as follows: Zap workflows Ownership of all shared and unshared Zap workflows will transfer to the user selected during removal. Zap workflows will keep the on or off status that they had prior to transfer. The webhook URL in any Zap workflows that use Webhooks Catch Hook or Catch Raw Hook triggers will change. This is because the webhook URL is tied to the Zap owner. You must update any external apps where you entered the Webhook URL. Folders Ownership of shared folders will transfer to the new owner. Shared Zap workflows will remain in the same folder. Any member who can access Zap workflows in that folder will be able to continue the Zap history for those Zap workflows. Zapier will create a single unshared folder in the new owner’s account and transfer the removed user’s unshared Zap workflows there. The folder name will be \"X’s assets”, where “X” is the removed user’s name. The removed user’s unshared folders will be emptied and abandoned. App connections Ownership of all app connections will transfer to the new owner. Zapier will rename app connections to “X - connection name”, where “X” is the removed user’s name and “connection name” is the previous name of the connection. Shared account connections will continue working: As long as the user’s app account exists. Until they expire per the app’s expiration schedule. Limitations Permissions by role Enterprise accounts Team plans In Enterprise accounts, permissions will vary by role : admin, super admin, owner. Permission Admin Super Admin Owner Export a CSV of users's Zap workflows and app connections. &nbsp; X X Transfer ownership of another user's Zap workflows or app connections. &nbsp; X X Remove users from your account. X X X Delete another user's private app connections. X X X Select how long private app connections should continue working. X X X Note If an admin removes a user, the admin cannot reassign the user’s Zap workflows and app connections to another user. Zapier will transfer them to the account owner instead. In Team accounts, permissions will vary by role : admin or owner. Permission Admin Owner Export a CSV of users's Zap workflows and app connections. &nbsp; X Transfer ownership of another user's Zap workflows or app connections. &nbsp; X Remove users from your account. X X Delete another user's private app connections. X X Select how long private app connections should continue working. X X Note If an admin removes a user, the admin cannot reassign the user’s Zap workflows and app connections to another user. Zapier will transfer them to the account owner instead. SCIM-enabled accounts If your account has SCIM enabled, you must remove users from your IdP. You cannot remove them from Zapier's Members page. When a user is deprovisioned via SCIM, their Zap workflows and app connections will all be transferred to the account owner and their private app connections will remain active for up to 30 days by default. At this time, these options cannot be configured for SCIM. You can always change ownership of a shared Zap or app connection at a later point. If you need more help removing a member, contact Zapier Support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496289406349-Export-or-delete-your-Zapier-account-data", "final_url": "https://help.zapier.com/hc/en-us/articles/8496289406349-Export-or-delete-your-Zapier-account-data", "title": "Export or delete your Zapier account data", "help_title": "Export or delete your Zapier account data", "slug": "_platform", "auth_signals": [], "text": "Export or delete your Zapier account data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Export or delete your Zapier account data Updated May 29, 2026 18:17 To comply with legal and regulatory requirements and ensure that you have primary control over your data, you can export and delete your Zapier account data at any time. You can export your account data or delete your account data without deleting your Zapier account. If you want to delete both your Zapier account and your account data, learn how to delete your Zapier account instead. Note Deleting your Zapier account data will permanently delete all data associated with your account and cannot be undone or recovered. To keep your account data, export it instead. Export your account data In the left sidebar of your Settings page, under the My account section, select Security and data . In the Data management section, in the Download my account data field, click the download icon . In the Data Management section, click Export my data . When the export is complete, you'll receive an email with a copy of the history associated with all of your Zapier accounts. The download will be a .ZIP folder with files for different Zapier products: Zap workflows Zap workflows Zapfile.json: contains an export of all undeleted Zap workflows, focusing on the data needed to run each Zap. It contains the values of the inputs and outputs of each Zep step and references to the output of previous steps. task_history_download_urls_[pagenumber].csv: contains a list of URLs from where you can download Zap run data. This file may be separated into multiple CSV files, depending on amount of content. Zapier Agents Zapier Agents These information files are identified by account ID and may be separated into multiple pages, depending on the amount of content. agents_data_[account_id] agents [pagenumber].json: contains basic information about agents, including instructions. agents_data_[account_id] groups [pagenumber].json: contains a list of agents organized by their pod. agents_data_[account_id] chats [pagenumber].json - contains a summarized information about chats associated with each agent. agents_data_[account_id] messages [pagenumber].json - contains all the messages exchanged with an agent. Zapier Chatbots Zapier Chatbots These information files are identified by account ID and may be separated into multiple pages, depending on the amount of content. chatbots_data_[account_id] chatbots [pagenumber].json: contains chatbot configurations, including instructions, greetings, and associated actions and data sources. chatbots_data_[account_id] sessions [pagenumber].json: contains conversation sessions associated with each chatbot. chatbots_data_[account_id] messages [pagenumber].json: contains all messages exchanged within chatbot sessions. Zapier MCP Zapier MCP These information files are identified by account ID and may be separated into multiple pages, depending on the amount of content. mcp_data_[account_id] servers [pagenumber].json: contains basic information about your MCP servers. mcp_data_[account_id] executions [pagenumber].json: contains details of MCP server invocations. mcp_data_[account_id] usage [pagenumber].json: contains usage data for MCP servers. Knowledge sources Knowledge sources These files are identified by account ID and may be separated into multiple pages, depending on the amount of content. knowledge_data_[account_id] knowledge_sources [pagenumber].json: contains information about knowledge source configuration, such as the name of the app, the id or name of the document, among other metadata. knowledge_data_[account_id] file_uploads [pagenumber].json: contains information about manually uploaded files. Includes a download link which is valid for 24 hours after your export file is created. Delete your account data In the left sidebar of your Settings page, under the My account section, select Security and data . In the Data management section, in the Delete my data field, click the trash icon . A dialog box will open. Click Yes, Delete . You'll receive a confirmation email that your Zapier account data is being deleted. Zapier will permanently delete your Zap content, Zap runs, and Zap workflows. They cannot be recovered. Learn more about data privacy at Zapier . Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496288813453-Send-files-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496288813453-Send-files-in-Zap-workflows", "title": "Send files in Zap workflows", "help_title": "Send files in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Send files in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Send files in Zap workflows Updated May 29, 2026 18:19 Sometimes, you may need to send a file in an action step of your Zap, like adding an attachment to an email or uploading a file to your cloud storage app. To send a file in Zap, you must use: A file object. A URL link that supports files. If an app supports it, you can create a text (.txt) file directly in the field. If your field is a file field , you will see a file icon in the input box. Note Some apps have multiple fields with similar names, such as Attachments and Attachments File . If your Zap fails with an error when sending a file, check that you are mapping to the field that contains the actual file data, not a field that contains metadata like file names or IDs. Try remapping to a different attachment-related field if available. File formats File objects File objects are the bundles of data that represent the actual file. This is different from the name of the file or other file attributes. For example, the actual image of an apple is the file object, while the file name might be \"apple.jpg\". URL links If you're using a URL link to a file, it must be: Publicly accessible: it cannot require a login to access it. A direct download link: the URL must point directly to the file, not to a webpage that displays or previews it. You can test your URL link by opening it in a private or incognito browser window. If it prompts you to download a file, the link can be used. If it prompts you to log in to an app, loads directly in the web browser instead of downloading, or results in an error code, the link cannot be used. Note Common URLs that do not work in file fields: Google Drive sharing links (e.g., drive.google.com/file/d/.../view ): Use the Web Content Link field from a Google Drive step instead, or convert the sharing URL to a direct download format. Slack file URLs: These require authentication and are not publicly accessible. Cloud storage preview links: Used by apps like Dropbox or OneDrive. They open a preview page instead of downloading the file directly. If your Zap fails with a 403 error or the file arrives empty, check that your URL is a direct download link and does not require authentication. Text files Some apps may create a text (.txt) file if you enter text values into a field that accepts files. Check if a previous step provides a file If a previous step has a File field with an \"(Exists but not shown)\" value, that is a file object. Zapier displays this message because file data is downloaded on demand when your Zap runs, rather than stored in the editor. If a previous step has an Attachments field, it may have a file object or a URL link to a file that you can use. Tip If a file field shows \"(Exists but not shown)\" but your Zap fails with a \"None\" error or missing file, re-test the trigger step to refresh the sample data. File references from old test data can expire, which prevents Zapier from downloading the file when the Zap runs. Send a file in your action step File objects URLs Text files Sending file objects For file objects, map them from a previous step . If you have multiple file objects, separate each one with a comma. When the step runs, Zapier will create a .zip archive file with all of the files. Sending files via URL For URLs, enter the URL in the field's input box. If you have multiple file URLs, separate each one with a comma. When the step runs, Zapier will create a .zip archive file with all of the files. Sending text files To create a text file in a file field, enter the text in the field's input box. Zapier will attempt to create and send a .txt file if the field supports it. Zapier can only create a single text file from your text. Limitations Some file fields may not accept text. Files larger than 100 MB may result in a timeout error. Zapier also has a 150 MB limit for downloading (hydrating) files from connected apps. If a file exceeds these limits, your Zap may fail with errors such as \"ENOSPC: no space left on device\" or a 400 Bad Request, rather than a clear file size message. For large files, consider using a direct integration between apps or splitting the file into smaller parts. File references from test or sample data can expire. If your Zap was working during testing but fails with \"Access Denied,\" \"object not found,\" or missing file errors in production, re-test the trigger step to refresh the sample data. Some apps may use list fields to send multiple files. You must map each attachment to a separate list field. If you enter multiple file objects or URLs as comma separated values in each field, Zapier will only send the first in each field. Additional files are silently ignored. This is different from regular file fields, where comma-separated files are bundled into a .zip archive. If your Zap is missing attachments, check whether the action step uses list fields. Tip You can also use Formatter to import CSV files to use in your Zap workflows. You can also use Files by Zapier to: Create files from CSV or plain text. Convert CSV files into line items. Convert CSV, JSON, or XML data into text. Send CSV row data to a Webhooks by Zapier trigger. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496278339725-Find-and-replace-values-in-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496278339725-Find-and-replace-values-in-your-Zap-workflows", "title": "Find and replace values in your Zap workflows", "help_title": "Find and replace values in your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Find and replace values in your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Find and replace values in your Zap workflows Updated May 29, 2026 18:19 If you need to find and replace values in your Zap data, you can use Formatter's Text action. It includes three transforms: Default Value : replaces a blank value in your mapped field's data with a value that you assign. Find : searches for the first value in your data that matches your search parameters and returns the number of characters in the string before your value appears. Replace : searches for and finds a value in your data, then returns the original string with the found value replaced by another value that you assign. Available on plans: Free Professional Team Enterprise Example You have a Google form with an optional phone number field and a Zap that triggers from new form submissions. You mapped the phone number field to a required field in your Google Contacts action step. Sometimes, your users do not enter a phone number in your form, which causes an error in your action step. You can use the Default Value transform to replace the blank value with another value, like your own phone number, instead. You regularly misspell a frequently used word, e.g. \"wtih\" instead of \"with\". You can use the Replace transform to automatically replace the misspelled word in your data with the correctly spelled word instead. Prerequisites You'll need an existing Zap with a trigger step already configured. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select the transform you want to use. Default Value Find Replace In the Input field, manually enter the string you want to transform or map a field from a previous step. In the Default Value field, manually enter the value or map another field that will contain a value you want to use to replace a blank value in your mapped field. Click Continue to continue to the Test tab. In the Input field, manually enter the string you want to transform or map a field from a previous step. In the Find field, manually enter the value or map another field that will contain a value you want to find. (Optional) In the Skip Characters field, enter the number of characters that the transform should ignore at the start of the string before searching for the value. Click Continue to continue to the Test tab. In the Input field, manually enter the string you want to transform or map a field from a previous step. In the Find field, manually enter the value or map another field that will contain a value you want to find. (Optional) In the Replace field, enter the value or map another field that will contain a value you want to replace the value in the Find field with. Note If you do not include a value in the Replace field, the Zap will return the portion of the string leading up to the value in the Find field, including the value. Click Continue to continue to the Test tab. Special character syntax You must use a specific syntax for special characters in the Find , Replace , and Default Value fields: Syntax Special characters it replaces [:space:] Use instead of space (\\s) characters [:tab:] Use instead of tab (\\t) characters [:newline:] Use instead of newline (\\n) characters [:return:] Use instead of carriage-return (\\r) characters 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Once you've set up your Formatter action, you can use the results in further actions in your Zap. Related resources Get started with Formatter Send data between steps by mapping fields ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496290788109-Manage-your-app-connections", "final_url": "https://help.zapier.com/hc/en-us/articles/8496290788109-Manage-your-app-connections", "title": "Manage your app connections", "help_title": "Manage your app connections", "slug": "_platform", "auth_signals": ["oauth", "username_password", "premium"], "text": "Manage your app connections &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Connect and manage app connections Manage your app connections Updated May 29, 2026 18:12 The App Connections page provides a centralized place for you to manage your apps within Zapier. This page allows you to test, reconnect, rename, transfer ownership of, and delete connections, ensuring continuous workflow automation. It’s organized into two tabs: Connections Apps Connections tab Apps tab Connections tab The Connections tab displays a list of all app connections in your account. You can filter by status (active, expired or non-compliant), the app name, or owner of the connection by clicking the Filters button. Each app in the list includes the following info: Name : the name of the connection. App : the app that Zapier connected to. Zap workflows : the number of Zap workflows associated with the connection. Last modified : the last time the connection was changed, including testing the account. People with access : displays the avatars of all users who you shared the connection with. The dropdown field allows you to filter which apps are displayed: All connections : app connections that you own or have access to. Owned by me : app connections that you own. Shared with me : app connections that your teammates shared with you. Apps tab The Apps tab displays a list of all apps that are connected to your Zapier account. Each app in the list includes the following info: Name : the app name and version number. Tags : displays a tag when the app is a premium app . Expired connections : the number of connections that require reauthorization. Connections : the number of connections to that app in your account. Zap workflows : the number of Zap workflows associated with all connections for that app. Connection users : the users in your account who use that connection. Filter apps The dropdown field allows you to filter which apps are displayed: Latest public app versions : app connections that use the latest public version of each app. Other app versions : app connections that use private, deprecated, or legacy (hidden) versions of apps. Learn more about app tags in Zapier . Reconnect your account You can reconnect your app accounts at any time. This is helpful when an app connection expires. To reconnect an app connection: Go to the App Connections page . Click Reconnect next to the expired icon . This option is only available for connections you own. A dialog box will appear. Click Reconnect . A new browser tab or window will open. Follow the instructions to connect your app account . The app account will be reconnected for all Zap workflows, agents, and other Zapier products that use it. Test your app connection After setting up an app connection, you can test it to confirm it’s successfully connected. To test if your app connection is still active: Connection tab Apps tab Connections tab Go to the App Connections page . Click the menu icon in the app connection you want to test. A dropdown menu will open. Click Test connection . The connection will display one of the following icons: Active : the connection is active. Expired : the connection is no longer active. You will also find a Reconnect button next to the icon. Reconnect your app account to continue using it. Apps tab Go to the App Connections page . In the top left, select the Apps tab. Click the app with the app connection you want to test. Next to the app connection you want to test, click the menu icon next to the app connection. In the dropdown menu, select Test connection . The connection will display one of the following messages: Test successful : the connection is active. Reconnect app : the connection is no longer active. Reconnect your app account to continue using it. Connect to a different account You can switch an app connection to use a different account. This is helpful when a user leaves your organization or you want to use different credentials. Go to the App Connections page. In the top left, select the Apps tab. Click the app with the app connection you want to change. Next to the app connection, click the menu icon . In the dropdown menu, click Replace connection. A new browser tab or window will open. Sign in with the different account you want to use. All Zap workflows, agents, and other automations using this connection will now use the new account. Rename your app connection Zapier often displays usernames or email addresses to identify app connections, however you can rename app connections. This is helpful when you want to add details about their purpose or account type, such as “Gmail - Marketing” or “Salesforce - Project Alpha”. To rename an app connection: Go to the App Connections page. Next to the app connection you want to rename, click the menu icon . In the dropdown menu, click Rename . A dialog box will appear. In the Name field, enter the new name for your app connection. Click Save . Your app connection will be updated to reflect its new name. Share an app connection Available on plans: Free Professional Team Enterprise You can share app connections with members of your Team or Enterprise account. This allows them to use the app account in their Zap workflows, agents, and other automations without having access to your credentials. Learn more about how to share an app connection in your Zapier account . Change app connection ownership Available on plans: Free Professional Team Enterprise You can transfer ownership of your app connections to another user in your Team or Enterprise account. To change ownership of an app connection: Go to the App Connections page. In the top left, select the Apps tab. Click the app with the app connection you want to change ownership of. Next to the app connection, click the menu icon . In the dropdown menu, select Change owner . A dialog box will appear. In the Choose a new owner field, search for and select the user you want to transfer ownership to. Click Change owner . When you transfer an app connection, the connected account remains the same. Only the owner of the connection changes. Delete your app connection To delete an app connection from your Zapier account: Connections tab Apps tab Connections tab Go to the App Connections page. Click the menu icon next to the app connection you want to delete. A dropdown menu will open. Click Delete . A dialog box will appear. Click Delete connection to finish disconnecting your app connection. Apps tab Go to the App Connections page. In the top left, select the Apps tab. Click the app with the app connection you want to disconnect. Next to the app connection you want to disconnect, click the menu icon next to the app connection. In the dropdown menu, click Delete . A dialog box will appear. Click Delete to finish disconnecting your app connection. Once deleted, Zapier will no longer have access to that account. You must update any Zap workflows, agents, or other automations that use the connection, replacing it with a new connection. Tip For users on the Enterprise plan, you can control app access in your Zapier account . Bulk test or delete connections You can select multiple app connections and test or delete them all at once, rather than managing each connection individually. To bulk test or delete connections: Go to the App Connections page. Select the checkbox next to each connection you want to manage. You can select up to 100 connections at a time. In the action bar that appears at the bottom of the screen, click one of the following: Test selected : Tests all selected connections and displays their status (active or expired). Delete selected : Opens a confirmation dialog. Click Delete to remove all selected connections. Note If you delete any connections, update Zap workflows, agents, or other automations that use it to ensure they keep running. Common app authentication issues Authentication issues can occur due to several reasons: Incorrect credentials: Double-check your username and password for typos when connecting your app. Insufficient permissions: Ensure your app account has the necessary permissions and paid plan. You may need to contact the app’s administrator for assistance. Expired app connections: You must reconnect your app connection if your password changed recently or if your organization enforced additional security controls. Two-factor authentication (2FA): You cannot connect some apps if you enable 2FA. Credential or domain change: If you change your associated email address or domain on an app since connecting to Zapier, existing connections may require a reconnection. For more troubleshooting information, review these articles: Can’t access or use Zapier with other apps . App connection error: “Not authenticated” or “Unauthorized” Limitations Each user can have up to 5,000 app connections. If you share a Zap or other automation without sharing the app connections it uses, other users will not be able to edit or view the configuration of any step that uses those app connections. Next steps Share app connections with members of your Team or Enterprise account . Set up managed apps to centralize control over sensitive app connections. Restrict app connections to allowed domains . Export your app connection metadata for auditing. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496289595533-Split-up-trigger-data-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496289595533-Split-up-trigger-data-in-Zap-workflows", "title": "Split up trigger data in Zap workflows", "help_title": "Split up trigger data in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Split up trigger data in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Split up trigger data in Zap workflows Updated May 29, 2026 18:19 If your trigger data has a block of text that you need to split up, you can use named variables to separate the data. When you use named variable syntax, Zapier will reformat your trigger data as separate fields (variables) and their corresponding values. You can then map your named variables to later action steps in your Zap. 1. Edit data sent by the trigger app To use named variables in Zap workflows, you must format your data so the Zap will recognize each separate variable and it’s value. Use the syntax named_variable(value) : Remove any spaces from the name of your variable. Wrap the variable value in parentheses . Variable values can have any character, including spaces. Tip If your variable name has spaces (e.g. between words), you can add underscores between words (e.g. first_name) or capitalize the first letter of each word (FirstName) to make it easier to read. 2. Check your named variables Test your trigger . Your original, unformatted text will appear, as well as your named variables and their values. Example If you send a customer’s contact information in the body of your email, you can use named variables to separate each piece of contact information into its own variable. If your original data is: First Name Philip Last Name Fry Email Address philip.j.fry@planetexpress.net Phone Number 123-456-7890 Reformat it in your app as: FirstName(Philip) LastName(Fry) EmailAddress(philip.j.fry@planetexpress.net) PhoneNumber(123-456-7890) When you test your trigger, you'll see both the email body with the named variables syntax as well as each individual named variable and its value. Limitations You must be able to format the trigger data before it’s sent to your Zap. If this data is automatically generated, you’ll need to use a Formatter step to modify that data instead. Named variables can only contain letters, numbers, or underscores. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496307860109-Adjust-date-and-time-values-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496307860109-Adjust-date-and-time-values-in-Zap-workflows", "title": "Adjust date and time values in Zap workflows", "help_title": "Adjust date and time values in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Adjust date and time values in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Adjust date and time values in Zap workflows Updated May 29, 2026 18:19 You can adjust the date or time value in a date/time field with modifiers. Date/time fields are marked with a calendar icon and a clock icon . Date/time modifiers need: A plus sign (“+”) or minus sign (“-”) to increase or decrease the value. A number for the amount you want to adjust the value by. A time unit for the unit of time that you want to adjust the value by. Modifiers use the following time units: s : add an “s” for seconds m : add an “m” for minutes h : add an “h” for hours d : add a “d” for days mo : add “mo” for months y : add a “y” for years Examples of modifiers: +1y : adds 1 year -6d : subtracts 6 days -4h -3m : subtracts 4 hours and 3 minutes To use a modifier, enter a space after the date or time value, then enter the modifier . You can use multiple modifiers with a date or time value by separating them with a space. Tip To adjust the date or time value in a non-date/time field or change the format of a date, use a Formatter step instead. Zapier has a number of supported formats to interpret any date or time you provide such as tomorrow at noon . You can also use modifiers to enter dates and times, like entering \"30m\" in a time duration field. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496291148685-View-and-manage-your-Zap-history", "final_url": "https://help.zapier.com/hc/en-us/articles/8496291148685-View-and-manage-your-Zap-history", "title": "View and manage your Zap history", "help_title": "View and manage your Zap history", "slug": "_platform", "auth_signals": [], "text": "View and manage your Zap history &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap history View and manage your Zap history Updated June 15, 2026 16:04 The Zap history page displays a log of all Zap workflows that have run. You can use it to review your account task usage and troubleshoot Zap workflows . It consists of two parts: Zap runs and task usage. Note Transfers also appear in your Zap history. Zap runs Zapier records information about each Zap run that occurs. You can check Zap runs from the Zap history page and within the Zap editor . Zap history page Zap editor Review Zap runs from the Zap history page On the Zap history page, the Zap runs tab displays up to 10 Zap runs per page. Each Zap run in the list displays the Zap run status to confirm whether your Zap ran successfully. Search for specific Zap workflows in the search box or filter Zap runs by the: Date. Zap name. Apps used in Zap. Folder Zap is located in. Zap owner. Zap status. The Zap history page displays your selected filters as buttons below the filter fields. You can remove a filter by clicking its button. Select a Zap run from the list to check its Zap run details . In the Zap details page, you can find the specific version number and version name used for that run. It appears at the top of the page, below the name of the Zap. You can use the Zap history search box to search for runs that used a specific Zap version. Enter the version number (for example, \"v3\") or version name in the search box. You can also replay unsuccessful Zap runs from the Zap history page. Delete Zap runs To delete Zap runs: Select the checkbox next to each one you want to delete. Select Delete X (where X is the number of selected Zap runs). Note A Zap run's status determines what happens when you delete a Zap run. If the status is filtered, held, stopped, or success, the Zap finished running the action. Deleting the Zap run only removes the record of the run. It cannot undo the action. If the status is playing or waiting, the Zap has not finished running the action yet. Deleting the Zap run prevents the Zap from finishing the run. It also deletes the record of the run. Review Zap runs in the Zap editor On the Zap history page, the Zap runs tab displays up to 10 Zap runs per page. Each Zap run in the list displays the Zap run status to confirm whether your Zap ran successfully. Open your Zap in the Zap editor . In the left sidebar, click the Zap runs icon to expand it. Select a Zap run from the list. The editor displays the Zap run status for each step in the workflow. If the run has been replayed , a replay icon appears on the run, and the Zap outline shows links to related replays. Select a step from the workflow. In the Run details section, check the Zap run details, such as a timestamp for when it ran and data that was received and sent by the step. To check the full Zap run details , go to the Zap history page. In the Zap runs section of the left sidebar, click Exit run view to remove the Zap run status from the workflow. You can search for specific Zap workflows in the search box or filter Zap runs by the date or Zap status. To remove a filter, click X next to the filter. Tip You can also review Zap run details in the Zap history page by clicking the link to the Zap history page at the top of the Zap run section. Task usage The Task usage tab shows how many tasks your Zap workflows used in a selected date range. It includes two summary metrics, a bar chart of daily task totals, and a table of individual Zap workflows. The summary metrics are: Zaps that ran : the number of unique Zap workflows that ran at least once in the selected period. Billable Zap tasks : the total tasks from those runs that count toward your plan limit. This includes task multipliers. For example, a Code by Zapier step using extended runtime or an AI by Zapier step with tools may count as more than 1 task per run. The table lists up to 100 Zap workflows, sorted by Tasks used (highest first). If tasks from deleted Zap workflows rank in the top 100, a Deleted Zap workflows row appears in the table at its corresponding position. When no date range is selected, the tab shows the current billing period. You can filter by date range, Zap, or owner. To remove a filter, click X next to it. To edit a Zap or check its details, click the Zap , then select an option from the dropdown menu. Note On Team and Enterprise plans, Admins and Owners can review task usage for all Zap workflows across the account. Members can only review usage for Zap workflows they own or that have been shared with them. Why task counts may differ from your billing page The number of tasks shown in your Task usage tab may be lower than the number shown on your billing page, Admin Center, or Analytics. This is because not all locations track the same activity. Learn what each location shows and who can access it . Zap history storage limits Zapier can only guarantee a maximum of 60 days of Zap run data in your Zap history and will display up to 10,000 runs. If you need to keep longer-term records of your Zap run data, you can regularly export your Zap history . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496291497741-Provision-user-accounts-with-SCIM", "final_url": "https://help.zapier.com/hc/en-us/articles/8496291497741-Provision-user-accounts-with-SCIM", "title": "Provision user accounts with SCIM", "help_title": "Provision user accounts with SCIM", "slug": "_platform", "auth_signals": ["api_key"], "text": "Provision user accounts with SCIM &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Provision user accounts with SCIM Updated May 29, 2026 18:17 Available on plans: Free Professional Team Enterprise User provisioning is the process in Identity and Access Management that ensures that user accounts are created, changed, disabled and deleted in an automated fashion, dependent on staff turnover and changes within the organization. This helps to reduce the cost of identity management for IT teams and large organizations. Zapier offers user provisioning support with the SCIM API, a protocol used by identity providers to manage people across a multitude of tools. It is also possible to use our SCIM API for managing the members of your team programmatically. To configure user provisioning, go to your user provisioning settings . What is SCIM? SCIM is an open standard supported by various SaaS applications and identity providers, such as Okta and OneLogin. It runs on top of HTTP as REST API, in which the proper use of the verbs is paramount. The base URL of the API is https://zapier.com/scim/v3 , with all SCIM methods branching off from this base URL. In order to use the API, you will need to generate an API token. In order to do that, you need to go to the Provision tab in Zapier, enable user provisioning for your account and generate the corresponding API token. If you ever lose the token or you have reasons to believe that it is compromised, you can use the same page to regenerate it, marking the previous one as unavailable. The API token must be included in an Authorization header with a type of Bearer as in Authorization: Bearer . Here is an example of a potential request to list all users belonging to your account: GET https://zapier.com/scim/v3/Users Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"itemsPerPage\": 50, \"startIndex\": 1, \"totalResults\": 7, \"Resources\": [ { \"userName\": \"user@zapier.com\", \"meta\": { \"resourceType\": \"User\", \"lastModified\": \"2014-10-02T15:04:52+00:00\", \"location\": \"https://zapier.com/scim/v3/Users/1\", \"created\": \"2014-10-02T10:04:43+00:00\" }, \"displayName\": \"Zaply Zap\", \"name\": { \"givenName\": \"Zaply\", \"formatted\": \"Zaply Zap\", \"familyName\": \"Zap\" }, \"groups\": [], \"active\": true, \"id\": \"1\", \"emails\": [ { \"primary\": true, \"value\": \"user@zap.com\" } ], \"schemas\": [ \"urn:ietf:params:scim:schemas:core:2.0:User\" ] }, .... ] } Zapier supports the version 2.0 of the SCIM protocol. Features Zapier supports the following provisioning features. Push New Users : New users created through your identity provider will also be created in Zapier. Push Profile Updates : Updates made to the user's profile through your identity provider will be pushed to Zapier. Push User Deletion : Deleting the user will deactivate the user in Zapier. Reactivate User : Reactivated users also get reactivated in Zapier. SCIM API endpoints The SCIM API is a RESTful API with a predefined set of capabilities and a standardized output. There are two main resources that are usually exposed with a SCIM API, Users and Groups . The first one maps to team account members, while the second one maps to Teams workspaces. You can provision Teams workspaces membership as well as provision Teams. You can use these APIs to add or remove members from your team account accordingly. If you use an identity provider for automatic user provisioning, the identity provider will take care of most of these details. GET /ServiceProviderConfigs Return the configuration details for our API, including which operations are supported. GET /Schemas/Users Returns configuration details for how users are formatted. GET /Schemas/Groups Returns configuration details for how team workspaces are formatted. GET /Users Returns a paginated list of users, fifty users per page by default. You can control the start and the number of users with the startIndex and count parameters. This endpoint also has support for sorting, with the parameters sortBy , which requires a field to sort against, and sortOrder which can be either ascending or descending . In case you want to filter out the returned attributes, you can use the attributes parameter, which should be a list of comma separated field names to return from the API. Lastly, this endpoint also supports filtering the users with the filter parameter. Check the filter section for finding out what part of the SCIM filter DSL we support. GET /scim/v2/Users?startIndex=1&amp;count=50 Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer POST /Users Create a new member in your team account. This API requires at least userName to be passed, which needs to be an email address. If you use an Identity Provider for automatic user provisioning, make sure to configure it for sending the userName as an email address. In case there is already a user with the same email address, a 409 status code will be returned. POST /scim/v2/Users Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { 'schemas': ['urn:ietf:params:scim:schemas:core:2.0:User'], 'userName': 'user@domain.com', 'externalId': '1234', 'name': { 'formatted': 'User Name', 'familyName': 'Name', 'givenName': 'User', } } { \"schemas\": [\"urn:ietf:params:scim:schemas:core:2.0:User\"], \"id\": \"1\", \"userName\": \"user@domain.com\", \"name\": { \"formatted\": \"User Name\", \"familyName\": \"Name\", \"givenName\": \"User\", } \"displayName\": \"User Name\", \"emails\": [ { \"value\": \"user@domain.com\", \"primary\": true }, ], \"timezone\": \"America/Chicago\", \"active\":true } POST /Users/.search You can use this endpoint in the same way as using the filter parameter with the GET /Users API, but with this one you submit the filter in the body of your request. POST /scim/v2/Users Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { 'filter': 'userName eq \"user@username.com\"', 'attributes': ['id', 'userName'], } GET /Users/{id} Retrieves a single member. GET /scim/v2/Users/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer PATCH /Users/{id} Updates an existing team member. Attributes that are not defined remain unchanged. You can use this endpoint to re-active a previously suspended account, by sending active set to true in your payload. This API endpoint is a bit special, as it requires a particular format when sending the request. The spec mentions in great detail what the structure of a PATCH request should be. Right now we only support the Add and Replace operations. Deactivate a user: PATCH /scim/v2/Users/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:api:messages:2.0:PatchOp\"], \"Operations\": [{\"op\": \"Replace\", \"value\": {\"active\": false}}] } Change the email address of a user: PATCH /scim/v2/Users/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:api:messages:2.0:PatchOp\"], \"Operations\": [ { \"op\": \"replace\", \"value\": { \"emails\": [ { \"value\": \"user@domain.com\", \"type\": \"work\", \"primary\": true } ], }, } } PUT /Users/{id} Updates a single team member, overwriting all values even an attribute is empty or not provided.You can use this endpoint to re-active a previously suspended account, by sending active set to true in your payload. PUT /scim/v2/Users/id Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:schemas:core:2.0:User\"], \"userName\": \"user@domain.com\", \"externalId\": \"2341\", \"name\": { \"formatted\": \"Name User\", \"familyName\": \"User\", \"givenName\": \"Name\", } } { \"schemas\": [\"urn:ietf:params:scim:schemas:core:2.0:User\"], \"id\": \"1\", \"userName\": \"user@domain.com\", \"name\": { \"formatted\": \"Name User\", \"familyName\": \"User\", \"givenName\": \"Name\", } \"displayName\": \"User Name\", \"emails\": [ { \"value\": \"user@domain.com\", \"primary\": true }, ], \"timezone\": \"America/Chicago\", \"active\":true } DELETE /Users/{id} Deprovision a team member. We do not delete users with this endpoint, instead we mark them and their team membership as inactive. As such, they are not able to log in in Zapier until they are activated again. Deactivated users also will be hidden from future requests, but you can use PATCH and PUT to reprovision these users again. DELETE /scim/v2/Users/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer GET /Groups Returns a paginated list of teams, fifty groups per page by default. This endpoint supportsthe same parameters for sorting, ordering, selection of returned attributes and partiallyfor filtering. GET /scim/v2/Groups?startIndex=1&amp;count=50 Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:schemas:core:2.0:Group\"], \"Resources\": [ \"id\": 1, \"displayName\": \"Engineering\", \"members\": [ {\"display\": \"a_member@domain.com\", \"value\": 1}, {\"display\": \"another_member@domain.com\", \"value\": 2}, ], \"id\": \"2\", \"displayName\": \"Marketing\", \"members\": [ {\"display\": \"a_member@domain.com\", \"value\": 1}, ] ] } POST /Groups Create a new team in your Enterprise account. This API requires at least displayName to be passed. In case there is a team with the same name, a 409 will be returned. POST /scim/v2/Groups Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:schemas:core:2.0:Group\"], \"displayName\": \"Engineering\", \"members\": [ {\"display\": \"a_member@domain.com\", \"value\": 1}, {\"display\": \"another_member@domain.com\", \"value\": 2}, ] } { \"schemas\": [\"urn:ietf:params:scim:schemas:core:2.0:Group\"], \"id\": \"1\", \"displayName\": \"Engineering\", \"members\": [ {\"display\": \"a_member@domain.com\", \"value\": 1}, {\"display\": \"another_member@domain.com\", \"value\": 2}, ] } POST /Groups/.search You can use this endpoint in the same way as using the filter parameter with the GET /Groups API, but with this one you submit the filter in the body of your request. POST /scim/v2/Groups Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"filter\": 'displayName eq \"Engineering\"', \"attributes\": [\"members\"], } GET /Groups/{id} Retrieves a single team. GET /scim/v2/Groups/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer PATCH /Groups/{id} Updates an existing team. Attributes that are not defined remain unchanged. This API endpoint is a bit special, as it requires a particular format when sending the request. The spec mentions in great detail what the structure of a PATCH request should be. Change a team's name: PATCH /scim/v2/Groups/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:api:messages:2.0:PatchOp\"], \"Operations\": [ {\"op\": \"Replace\", \"value\": {\"displayName\": \"Marketing\"}}] } Add one or multiple team members to the given team. $ref is optional, but if given, it should bethe full URL to the resource represented by the SCIM service provider API. PATCH /scim/v2/Groups/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:api:messages:2.0:PatchOp\"], \"Operations\": [ { \"op\": \"Add\", \"path\": \"members\", \"value\": [ { 'display': 'John Smith', '$ref': 'https://zapier.com/v2/Users/1', 'value': 1, }, { 'display': 'John Doe', '$ref': 'https://zapier.com/v2/Users/2', 'value': 2, } ] } ] } Replace all members in a team with the given list: PATCH /scim/v2/Groups/{id} Host: zapier.com Accept: application/scim+json, application/json Authorization: Bearer { \"schemas\": [\"urn:ietf:params:scim:api:messages:2.0:PatchOp\"], \"Operations\": [ { \"op\": \"Replace\", \"path\"", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496291989645-Manage-your-Zapier-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496291989645-Manage-your-Zapier-Team-or-Enterprise-account", "title": "Manage your Zapier Team or Enterprise account", "help_title": "Manage your Zapier Team or Enterprise account", "slug": "_platform", "auth_signals": ["username_password"], "text": "Manage your Zapier Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account User roles and permissions Manage your Zapier Team or Enterprise account Updated May 29, 2026 18:18 With Team and Enterprise plans, you can create a shared account for you and your co-workers. In Enterprise plans, you can also group users as separate teams within your account for simpler management. Enterprise accounts have a single owner but can have multiple admins and members. All users share a pool of tasks , and all usage is billed via one invoice . Team accounts can share Zap workflows and app connections , making collaboration easier. Invite users to your Team or Enterprise account Available on plans: Free Professional Team Enterprise Collaborate with members across your entire organization so you can scale your business-critical systems while administering all of them within a single account. There's no additional cost for adding a user—to you, or the person you invite. Enterprise accounts include an unlimited number of members. Team accounts have a 25 member limit. Learn how to invite new users to your Team or Enterprise account . Manage user roles and permissions Available on plans: Free Professional Team Enterprise Team and Enterprise plans let you create a shared account for you and your co-workers. To manage, share, and collaborate in your Zapier account, there are user roles at the account level and within specific products, like Zap workflows, Tables, or Forms. Each role has specific permissions that define what the user is allowed to do or access. Learn more about user roles and permissions in Team and Enterprise accounts . You can have an unlimited number of users in your account. Each user will have their own account with their own username and password, and can enable two-factor authentication (2FA) on their account. Learn more about data privacy in Team and Enterprise accounts . Verify your domain Available on plans: Free Professional Team Enterprise The account owner, super admins, and admins can see who created Zapier accounts using their work email address on the account’s verified domain(s). Domain insights helps to ensure that the entire enterprise is using a single account and security policies are enforced org-wide. Learn more about domain insights . Manage access to apps Available on plans: Free Professional Team Enterprise The account owner, super admins, and admins can decide which apps your team can connect to Zapier. For example, you can prevent any data from your CRM from being used in Zapier by blocking your specific CRM app. Learn more about how to manage your apps in Zapier . Manage data retention Available on plans: Free Professional Team Enterprise Customize your Zap history retention to match your organization's legal and regulatory requirements, or extend your Zap history up to 90 days to help with Zap troubleshooting. Learn more about custom data retention . Note Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using. Transfer ownership of your account Available on plans: Free Professional Team Enterprise Only the account owner can change ownership of the account to a different user. If the existing account owner does not have a separate Zapier account, a new one will be created for them during the transfer and their role will switch to Member. Learn more about how to transfer ownership of your account . Remove users from your account Available on plans: Free Professional Team Enterprise Remove other users from your account Before removing users from your account, follow these instructions to offboard your users . Remove yourself from your account If you're not the account owner, you can leave your account on your own. Go to your organization settings . Click Leave Organization . Any Zap workflows you own will be transferred to the Enterprise account owner. Additional features Other features in Team and Enterprise accounts include: Share a folder . Easily track team usage . Bring your existing Zap workflows into your account . Share Zap folders . Share connected accounts . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496293371789-Import-CSV-files-into-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496293371789-Import-CSV-files-into-Zap-workflows", "title": "Import CSV files into Zap workflows", "help_title": "Import CSV files into Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Import CSV files into Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Utilities Import CSV files into Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise With Formatter's Import CSV File transform, you can import the content of a CSV file and use the data in your Zap. This can be useful when you want to pass each row of a CSV separately to another app. You can use a CSV file sent by an app or a public URL that points to a CSV file. Limitations The Import CSV File transform supports files that are 150 KB or less (around 1,000 rows of a 10-column CSV file). If your file is larger than that, use Files by Zapier . 1. Add a Formatter Utilities step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Utilities . Click Continue . 2. Set up your transform Next, set up the action: Click the Transform dropdown menu and select Import CSV File . Click the CSV File field and select a file or a public URL that links to a file from a previous step. Click Continue . In most cases, you can leave the fields Force First Row as Header Row , Type of CSV file and Encoding of CSV File on the default option. If your file is not properly recognized when you test this step, go back to the Configure tab and select different options for the header, file type or encoding and test again. 3. Test your CSV import step Click Test step . If the import is successful, you will see two output fields: csv_text : a text field that includes all the content from the CSV file in one field. line_items : the content of the file as line-items . After importing your CSV file with Formatter, you can map the line items to other steps of your Zap. You can also add a new Formatter step to convert line items into text strings . Note When you test the step, it will only return the first 50 line items. When the Zap runs, it will import the full file. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496292353037-How-to-pay-for-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496292353037-How-to-pay-for-your-Zapier-account", "title": "How to pay for your Zapier account", "help_title": "How to pay for your Zapier account", "slug": "_platform", "auth_signals": [], "text": "How to pay for your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing How to pay for your Zapier account Updated January 06, 2025 14:55 Zapier offers different payment options depending on the currency selected or the country where you are located. Note When using currencies other than USD (US dollars), the exact payment amount may differ on invoices. The actual price is calculated using the exchange rate at the time of payment. &nbsp; Payment methods You can pay for your Zapier account with the following methods: Payment method Location available Currency Credit card All countries USD, EUR, GBP, CAD, AUD, PLN, SEK, NOK, DKK, CHF, HKD, SGD, ILS, JPY, INR, BRL, MXN, ZAR or NZD PayPal All countries where PayPal offers this service USD, EUR, GBP, CAD, AUD, PLN, SEK, NOK, DKK, CHF, HKD, SGD, ILS, JPY, BRL, MXN, or NZD ACH Banks located in the United States USD Invoicing* All countries USD *Invoicing is only available for customers on an Enterprise plan. To learn more, visit Zapier for Enterprise . Note If you use PayPal, a bank or credit card must be available in the account even if paying with your existing balance, as PayPal requires a backup funding method. &nbsp; Set Zapier up as a vendor If you need to set up Zapier as a vendor for your company, you can get all the necessary business information and relevant documents from the article Zapier's vendor information . &nbsp; 3D Secure verification step When adding card details, your bank or card issuer may ask you to complete an extra verification step ( 3D Secure ) for fraud prevention. This may be through your bank's app, a code sent by text message, email, or authenticator app. A popup will show instructions on how to complete the 3D Secure verification. If this step isn't completed, you will see an error message. You can then try the same card again or use a different card. Tip If a payment fails, you can retry it on the Billing and usage page . Learn more about retrying payments .&nbsp;&nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496294243981-Manage-your-Zapier-account-profile", "final_url": "https://help.zapier.com/hc/en-us/articles/8496294243981-Manage-your-Zapier-account-profile", "title": "Manage your Zapier account profile", "help_title": "Manage your Zapier account profile", "slug": "_platform", "auth_signals": ["oauth"], "text": "Manage your Zapier account profile &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account profile Manage your Zapier account profile Updated May 29, 2026 18:17 Your Zapier account profile consists of basic data about you, including your name, profile picture, company, role, and timezone. In your profile settings , you can manage the following: Name: the first name (required) and last name (optional) used in your Zapier account. Profile picture: Zapier uses Gravatar to set your profile picture. Gravatar is a service that associates an avatar image with your email address across the web. To update or change your profile picture, change your Gravatar image . Company and role: optional fields you can add to your profile. Zapier uses this information to recommend Zap workflows and apps to you based on what others in similar industries and roles use. Timezone: used to display and interpret times in Zapier. For example, the time displayed for each Zap run in Zap History is in your account timezone. This defaults to UTC (Coordinated Universal Time) if no timezone is set here. Change your email address If you used your Google account to sign up for Zapier, you must create a new password and disconnect your Google account before you can change your account email address. Go to your My Profile page. In the Email field, click Change email . You will be redirected to the Change Email page. Click Confirm it’s you . You will be redirected to a login page. Enter your original email address , then click Continue to proceed to the next page. Enter your password . You will be redirected back to the Change Email page. If you have two-factor authentication enabled, you will be directed to a new page to enter your six-digit Authentication Code before you can continue. If you connected your account via Google, you will be prompted to disconnect before you can continue. Click Disconnect . The link will change to Are you sure? Click Are you sure? to confirm. In the New Email field, enter the new email address you want to use. Click Save Changes . A new button will appear to confirm changes. Click the button Confirm it's you . A confirmation email will be sent to this new email address, and you'll be logged out of your Zapier account. In your email app, find the confirmation email and click the Confirm your email link to confirm the email address change. Ensure you log in using your current Zapier account email in the same browser. This is to confirm you're the owner of the account and complete the email address change. You’ll be redirected to the My profile page, displaying your new email address. Once you’ve changed your email address, Zapier will send all communication to the new email address. Limitations You can only use your email address with a single Zapier account. When you confirm your email address, you must be logged in to your account with your current Zapier login in the same browser. Otherwise, a separate account may be created. Your email address will not change until you click the link in the confirmation email. Change your password You can change your existing Zapier account password for security reasons, reset your password if you forget it, or create a new password. Change an existing password If you log into Zapier with your email address and password and want to change your password: Go to your password settings . In the Verify Current Password field, enter your current password . In the New Password field, enter your new password . In the Confirm New Password field, enter your new password again. Click Save changes . Reset your password If you forget your password, you can reset it: Go to your password settings . Click Request a new password here . A new browser tab or window will open. In the Email field, enter your email address . Click Send reset instructions . Go to your email inbox and open the email. Click the link in the email to create a new password. Note The password reset link is valid for 1 hour. Once you reset your password, the link will no longer be valid. If you decide to keep your current password, you can use the password reset cancelation link in the email. If you used your Google account to sign up for Zapier, you won’t have a password tied to your Zapier account. To create a new password, follow the instructions to reset your password . If you cannot receive the password reset email (for example, you no longer have access to that email address), see Recover access to your Zapier account . To further secure your Zapier account, you can set up two-factor authentication . Manage your organization profile If you have a Team or Enterprise account, you can manage your organization profile in the Admin Center . The organization profile includes: Account name: the name of your Zapier account displayed to members. Account logo: a logo for your organization. Account owner: the member designated as the owner of the account. To access the organization profile: Go to the Admin Center . In the admin settings sidebar, in the Organization section, select Organization profile . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496305453069-Set-up-two-factor-authentication-for-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496305453069-Set-up-two-factor-authentication-for-your-Zapier-account", "title": "Set up two factor authentication for your Zapier account", "help_title": "Set up two factor authentication for your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Set up two-factor authentication for your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Set up two-factor authentication for your Zapier account Updated May 29, 2026 18:17 Two-factor authentication (also called 2FA) adds an extra layer of security to your Zapier account by requiring access to your phone or mobile device, in addition to your password. Only using a password to protect your account is still susceptible to security threats because it only represents a single piece of information someone needs to acquire. By using 2FA, anyone who wanted to access your account would need both your password and an access code generated on your phone or mobile device. This means that even if someone stole your password, they would be unable to access your account without your mobile device. Zapier highly recommends enabling two-factor authentication on your Zapier account. Note If you want to share Zapier with other people in your company, Zapier recommends signing up for a Team or Enterprise plan . By being members of the same team, you'll be able to continue sharing access to Zap workflows by using shared folders. 1. Download an authentication app Download and install an authentication app, such as Google Authenticator ( iOS or Android or Authy ( iOS or Android ). 2. Enable two-factor authentication (2FA) in Zapier In the left sidebar of your Settings page, under the My account section, select Security and data . In the Security section, select Two-Factor Authentication . You will be redirected to a new page. Click Setup Two-Factor Authentication . You'll be redirected to the 2FA setup page. In the Get an Authentication App section, click Next Step . 3. Scan the barcode with your app Open the authentication app on your device. Tap the + icon Tap Scan a barcode . In the Verify Code section, scan the barcode that appears on the screen with your phone camera. 4. Enter your verification code on Zapier Enter the 6-digit verification code generated by the authentication app. Click Next Step . 5. Save your recovery codes It's very important that you save your 10 recovery codes and put them in a safe place separate from your mobile device. These codes are the only way to regain access to your account if you lose your mobile device or accidentally delete your authentication app. If you lose both your mobile device and your recovery codes, you will permanently lose access to your Zapier account. In the Save Your Recovery Codes section, click Copy to copy the codes to paste elsewhere or Download to save a text file containing the codes. Click Next . Note If you lose access to your Zapier account, our support team will not be able to restore access without your recovery codes. 6. Verify your recovery code In the Verify Your Recovery Codes section, enter one of the recovery codes from the previous step. Click Next Step . 7. (Optional) Set up emergency phone verification In the Emergency Verification section, enter your phone number. Include a plus “+” sign and your country code. Click Send Code . In the dialog box, enter a verification code from your authentication app. Click Submit Code You will receive a text message with a verification code. Enter it into the Verification Code field. Click Verify Click Finish Setup . Note Emergency phone verification is only available in paid Zapier plans. Tip You can also change your emergency phone number by following the directions above. 8. Disabling two-factor authentication In the left sidebar of your Settings page, under the My account section, select Security and data . In the Security section, select Two-Factor Authentication . You will be redirected to a new page. Enter your 2FA authentication code from your authentication app when asked. In the Disable 2FA section, click Disable . Click Are you sure? to confirm. In the dialog box, enter your 2FA authentication code from your authentication app. Click Submit Code . Two-factor authentication will now be disabled for your Zapier account and you’ll be logged out. Note You can use a recovery code to disable 2FA if you do not have access to your authentication app. You will need one code to log in and a second code to disable 2FA. 2FA is managed at the individual account member level. It is not managed by admins or owners of your account if you are on a Team or Enterprise plan . 9. Finding your recovery codes If you've lost your backup codes, but you still have your 2FA device, you can view your recovery codes by doing the following: Go to your two-factor authentication settings . Enter your 2FA authentication code from your authentication app when asked. Your 10 recovery codes will now be displayed in the Save Your Recovery Codes section. (If you've previously used any of your recovery codes, you may see fewer than 10 displayed.) Tip We highly recommend saving your recovery codes in a safe place separate from your 2FA device. This ensures you'll still have access to your recovery codes if you lose your 2FA device. 10. Logging in with your recovery codes If you lose your phone or mobile device that you used to authenticate your Zapier account, you will need to use one of the 10 recovery codes for your account. These recovery codes were generated when you set up two-factor authentication. To regain access to your account, follow these steps: Begin to log in to Zapier as you normally would. When asked for your Two-Factor Authentication code, click Use a recovery code instead. Enter one of your unused recovery codes and click Confirm This will allow you to log into your Zapier account. Once logged in, you should reconfigure your authentication device to avoid being locked out of your account in the future. Note If you lose your 2FA device and your recovery codes, you will be permanently locked out of your Zapier account. We highly recommend saving your recovery codes in a safe place separate from your authentication device. 11. Generating new recovery codes If you feel that your recovery codes have been shared or seen publicly, we highly recommend generating new recovery codes. To generate new recovery codes: Go to your two-factor authentication settings . Enter your 2FA authentication code from your authentication app when asked. In the Save Your Recovery Codes section, click Regenerate Codes . A new set of 10 recovery codes will be generated for you. It's very important that you save your 10 recovery codes and put them in a safe place separate from your mobile device. This ensures you'll still have access to your recovery codes if you lose your 2FA device. 12. Changing your two-factor authentication device or app To use a new app or device for two-factor authentication, first disable two-factor authentication following the instructions above and then re-enable it following these instructions . Once you’ve enabled two-factor authentication on your account, the next time you log in to Zapier you’ll be prompted to enter a verification code from your mobile app. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496293969549-Store-data-from-code-steps-with-StoreClient", "final_url": "https://help.zapier.com/hc/en-us/articles/8496293969549-Store-data-from-code-steps-with-StoreClient", "title": "Store data from code steps with StoreClient", "help_title": "Store data from code steps with StoreClient", "slug": "_platform", "auth_signals": [], "text": "Store data from code steps with StoreClient &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Store data from code steps with StoreClient Updated July 24, 2026 15:06 StoreClient is a built-in utility available in both Python and JavaScript code steps that lets you store and retrieve data between workflows or between runs of the same workflow. Use it when you need to track counters, deduplicate data, or share state across runs. Prerequisites A Code by Zapier step in your workflow. A UUID4 secret to protect your stored data. You can generate one with the Online UUID Generator Tool . 1. Create a StoreClient In your Code step, create a StoreClient by passing your UUID4 secret: JavaScript Python var store = StoreClient('your secret here'); Note StoreClient is promise-based. Use async and await to work with it. store = StoreClient('your secret here') Note As with all Python Code steps, you must return a dictionary or a list of dictionaries. Returning a string will result in an error. 2. Get and set values JavaScript Python const store = StoreClient('your secret here'); await store.set('hello', 'world'); const value = await store.get('hello'); return {result: value} // value === 'world' If the value does not exist, get() returns null . store = StoreClient('your secret here') store.set('hello', 'world') value = store.get('hello') return {'result': value} # value == 'world' If the value does not exist, get() returns None . 3. Bulk operations JavaScript Python You can save and retrieve multiple keys and values at once: const store = StoreClient('your secret here'); await store.setMany({hello: 'world', foo: 'bar'}) const values = await store.getMany('hello', 'foo'); // values === {hello: 'world', foo: 'bar'} await store.deleteMany('hello', 'foo'); // or, if you want to wipe everything await store.clear(); You can call getMany and deleteMany in a few different ways: store.getMany('hello', 'foo'); // as arguments store.getMany(['hello', 'foo']); // as array store.getMany({hello: null, foo: null}); // as object You can save and retrieve multiple keys and values at once: store = StoreClient('your secret here') store.set_many({'hello': 'world', 'foo': 'bar'}) values = store.get_many('hello', 'foo') # return {'hello': 'world', 'foo': 'bar'} store.delete_many('hello', 'foo') store.clear() # or, if you want to wipe everything You can call get_many and delete_many in a few different ways: store.get_many('hello', 'foo') # as args store.get_many(['hello', 'foo']) # as list store.get_many({'hello': None, 'foo': None}) # as dict And similarly with set_many : store.set_many({'hello': 'world', 'foo': 'bar'}) # as dict store.set_many(hello='world', foo='bar') # as kwargs 4. Additional Python operations Python offers additional operations for incrementing values, conditionally setting values, and manipulating lists. These operations are safe to use when multiple workflows access the same key at the same time. Increment a value increment_by increments a numeric value stored under a given key: store.increment_by(key, amount) Conditionally set a value set_value_if sets a value only if the current value matches a given previous value: store.set(key, 1) # set a value # sets 2 only if the previous value of *key* is 1 store.set_value_if(key, value=2, previous_value=1) Store and remove nested values set_child_values and remove_child_values work with dictionary values stored under a key: store.set_child_values(key, {'a': 'b'}) # store under the given key the key `a` with value `b` store.remove_child_values(key, ['a', 'c']) # remove the keys `a` and 'c' from the mapping found at `key` Manipulate lists list_push and list_pop add and remove items from a list: store.list_push(key, some_value) store.list_pop(key) Both accept a location parameter: store.list_push(key, value, location='tail') # Push to the tail of the list store.list_push(key, value, location='tail_set') # Push to the tail only if the value is not already in the list store.list_push(key, value, location='head') # Push to the head of the list store.list_push(key, value, location='head_set') # Push to the head only if the value is not already in the list store.list_pop(key, location='tail') # Pop from the end of the list store.list_pop(key, location='head') # Pop from the head of the list list_pop also accepts a default parameter, which is returned when the list is empty: store.list_pop(key, default=1, location='tail') Limitations The secret must use UUID4 format. Every key must be fewer than 32 characters. Every value must be fewer than 1 MB (1,000,000 bytes). You can store up to 500 keys per secret. Keys expire after three months of inactivity. Only JSON-serializable values can be stored. Related resources Use JavaScript code in Zap workflows Use Python code in Zap workflows JavaScript code examples in Zap workflows Python code examples in Zap workflows Storage REST API ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496305400717-Delete-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496305400717-Delete-your-Zapier-account", "title": "Delete your Zapier account", "help_title": "Delete your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Delete your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account profile Delete your Zapier account Updated August 10, 2026 17:22 You can permanently delete your Zapier account from your Security and data settings. You must be signed in to complete the deletion. Tip To cancel your paid plan without deleting your account, you can downgrade to the Free plan . To stop receiving emails from Zapier, manage your email preferences . How to delete your account In the left sidebar of your Settings page, under the My account section, select Security and data . In the Data management section, select Delete my account . You will be redirected to a new page. Click Confirm it’s you . You’ll be redirected to a Zapier login page. If you set up your Zapier account with a Facebook or Google account, select those options to log in. If not, enter your email address , then click Continue . Enter your account password and click Continue . You'll be redirected to the Delete my account page. Click Delete my account . In the Verify Current Email field, enter your email address . In the Confirm you want to delete your account field, enter DELETE in all caps. Click Delete permanently . Once your account is deleted, it cannot be restored or recovered in any way. Note Account deletion is only available on a desktop or laptop computer. Mobile devices are not supported. What happens when you delete your account It may take up to 2 days for your account to be completely deleted. You may see an error if you try to use the same email address to create a new account during that time. Deleting your account is permanent and cannot be undone. It removes all Zap workflows , developer apps , and app account connections you created. If you are the owner of a Team or Enterprise account , Zapier will delete the entire Team or Enterprise account. All users will lose membership to that team account, including all features and Zap workflows in that account. You must transfer ownership of the account before deleting yours to prevent it from being deleted. If your organization uses Workspaces , self-serve account deletion is completely blocked for the organization owner, since they automatically own every workspace. Super admins and admins cannot delete the organization account either, regardless of role. The owner must transfer ownership of the organization to another member before they can delete their account. If you are in a Team or Enterprise acocunt and not the account owner, when you delete your account, Zapier will remove you from all accounts you belong to under that email address. Zapier will not transfer any of your unshared Zap workflows or app connections to another user. If you encounter a problem when you try to delete your Zapier account, contact Zapier support . Third-party deletion or privacy services Third-party privacy or data-removal services (for example, PrivacyHawk) cannot delete your Zapier account. These services are unable to sign in on your behalf or complete the required steps. To delete your account, follow the steps above. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496294549005-Export-your-Zap-history", "final_url": "https://help.zapier.com/hc/en-us/articles/8496294549005-Export-your-Zap-history", "title": "Export your Zap history", "help_title": "Export your Zap history", "slug": "_platform", "auth_signals": [], "text": "Export your Zap history &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap history Export your Zap history Updated May 29, 2026 18:20 You can export up to 5,000 Zap runs at a time. You can select specific Zap workflows to export by filtering your Zap runs first. Export your Zap runs Go to Zap History . Select your Zap runs: To select individual Zap runs, select the checkbox next to each one. To bulk-select Zap runs, select the checkbox in the upper left, next to the All statuses filter field. Click Select shown to select all Zap workflows on the page. Click Select all (5000 at a time) to select the 5000 most recent Zap workflows in your Zap history. After you make your selection, a Download X button will appear, where \"X\" indicates the number of selected Zap runs. Click Download X . In the dialog box, select either: CSV to export Zap runs in the CSV file format. JSON to export Zap runs in the JSON file format. Click Download. to email the export to the email address used on your Zapier account. An email containing a CSV or JSON of your Zap runs will be sent to your Zapier account’s email address. This may take a few minutes. Download the Zap history export file Go to the email inbox associated with your Zapier account. Open the email with the subject Your Zapier account data is ready to download . In the email, click Download your account data . Your CSV file will download automatically. Learn more about Zap history storage . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496294350093-View-and-update-your-billing-information", "final_url": "https://help.zapier.com/hc/en-us/articles/8496294350093-View-and-update-your-billing-information", "title": "View and update your billing information", "help_title": "View and update your billing information", "slug": "_platform", "auth_signals": [], "text": "View and update your billing information &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing View and update your billing information Updated September 17, 2025 15:23 In your billing and usage settings , you can view your current billing information and update your payment method and invoice information. Note For Team and Enterprise plans, only account admins or owners can view or change billing information. Update your payment method Go to your billing and usage settings .&nbsp; In the Payment Information section, click Edit Payment Method . Enter and save the details for your new payment method .&nbsp; Tip If a payment fails, you can also retry it on the Billing and usage page . Learn more about retrying payments . Update your invoice information You can add your company details to invoices and receive them at any email address.&nbsp; To update information in your invoices, go to your billing and usage settings and click the Update Info button. You'll be taken to the Invoice information page. In the Invoice Settings section you can receive your invoices by email. Select the Email me a copy of paid invoices checkbox.&nbsp; Enter an email address in the text field. If you leave it empty, the invoice will be sent to the account email. In the Company Profile section you can add your business information. To change the company information on your invoice, enter the new Company name , and Company address in the text fields.&nbsp; Click + Add tax number to add your Tax or VAT ID. Click Save changes . Tip Invoices can only be sent to one email address, but if your email provider (for example, Gmail ) offers auto-forwarding rules, you can use those to forward billing emails to other email addresses automatically. Add a Tax or VAT ID to invoices You can add your Tax or VAT ID to your invoices.&nbsp; Go to your billing and usage settings . In the Invoice Information section, click Update info. In the next screen, click Add a registered Tax ID or VAT number . Start typing the name of your country in the Country field and click the name when it appears in the dropdown menu. Enter the relevant tax number in the Tax number field. Click Save . Your Tax ID or VAT number is validated when you input it. A small number of failures may be related to delays with the validation system. If you've confirmed that your Tax ID is correct, you can save it anyway. Learn about the Tax ID formatting for each country. Note If you believe your account should be exempt from tax, add your tax or VAT ID and learn how to request tax exemption for your Zapier account . If you have issues updating your billing information, contact Zapier support for assistance. Remove your payment details It's not possible to remove your payment details from your Zapier account. If you wish to remove those details, contact Zapier support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496292155405-Share-a-template-of-your-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/8496292155405-Share-a-template-of-your-Zap", "title": "Share a template of your Zap", "help_title": "Share a template of your Zap", "slug": "_platform", "auth_signals": [], "text": "Share a template of your Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Manage your Zaps Share a template of your Zap Updated May 29, 2026 18:19 Note You can no longer create new shared Zap templates. Use guided templates instead. If you have existing shared templates, you can access them at developer.zapier.com/zap-templates in the Zap templates: Shared section. You can share a copy of your Zap as a template so anyone with the link can use it. The template is a basic outline of each step in your Zap, with apps and events for your trigger and actions pre-populated. When you share your template with other users, they can then connect their own accounts and finish filling in each step. Example You have a Zap that triggers whenever you receive a new email with an attachment from Gmail, then uploads the attachment to Dropbox. You can share a copy of the Zap so others can use the Zap with their own Gmail and Dropbox accounts. Tip If your account is on a Team or Enterprise plan, you can share your Zap with other members of your account so they can collaborate with you. Create and share your Zap template In the top menu of the editor , click the down arrow ICON next to the name of your Zap. A dropdown menu will open. Click Create template . You'll be redirected to a new tab or window to set up your template. In the Zap title field, enter a name for your Zap template. In the Zap description field, enter an explanation of what the Zap does. (Optional) To preview your shared Zap template, click Preview . Click Share . This will open a dialog box. In the top box, you can see who the Zap is shared with. By default, it is shared publicly with all Zapier users. (Optional) Click change to change sharing settings for the template. Publicly shared: this is the default. Anyone on the internet can discover and make a copy of your Zap. Anyone with link : the Zap can only be viewed and copied by Zapier users you send the sharing link to. Only your team : anyone in your Zapier account can view and make a copy of the Zap. This option is only available for Teams and Enterprise accounts. Turn off : the Zap can't be copied. The Zap URL field contains a link to your template. To copy your Zap URL to your clipboard, click the Copy icon . You can also share the link by email, Slack, Facebook, X (formerly known as Twitter), and LinkedIn. When you share your link, anyone with access who clicks the link can create a Zap from your template. Optional: Update sharing option After you create your shared Zap, you can update who can view and copy your shared Zap. By default, it's shared with anyone who has the link. To update your sharing options: In the top menu of the editor , click the Zap details icon. In the Create a template section, click Create template . You'll be redirected to a new page to manage your template. In the top box, click Change and select a new sharing option: Publicly shared: this is the default. Anyone on the internet can discover and make a copy of your Zap. Anyone with link : the Zap can only be viewed and copied by Zapier users you send the sharing link to. Only your team : anyone in your Zapier account can view and make a copy of the Zap. This option is only available for Teams and Enterprise accounts. Turn off : the Zap can't be copied. Tip If you have a Team or Enterprise plan, you can also allow specific members of your account to access your Zap link. Those members will receive an email invite with the share link. Limitations Zap templates include all steps and their app and app event selections. They do not include any values you've entered into fields. If you turn off sharing for a Zap, anyone who already had the link will see a message informing them that sharing has been disabled for the Zap, with options to browse other Zap ideas or create their own Zap. Zap workflows with code steps, Paths by Zapier, private apps, legacy apps, legacy triggers, or legacy actions cannot be shared as copies. Accounts on a Free Legacy plan can’t share Zap workflows that use Webhooks by Zapier. Review your plan . By default, shared Zap workflows are visible through their sharing link, and will appear on pages related to the apps used in the Zap. Your connected accounts, Zap history and data will not be shared. If you have any feedback on sharing a copy of your Zap, or need to report a shared Zap that contains spam or malicious content, contact Zapier support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496309697421-What-is-a-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/8496309697421-What-is-a-Zap", "title": "What is a Zap", "help_title": "What is a Zap", "slug": "_platform", "auth_signals": [], "text": "What is a Zap? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics What is a Zap? Updated May 29, 2026 21:51 A Zap is a workflow that connects your apps to automate repetitive tasks. It consists of a trigger, which starts the Zap, and one or more actions, which are the events that the Zap performs after it’s triggered. Triggers and actions Every Zap has two building blocks: Trigger: The event that starts your Zap. For example, receiving a new email or adding a new row to a spreadsheet. Zapier watches for this event and runs the Zap each time it occurs. Learn more about how Zap triggers work . Action: What the Zap does after it triggers. For example, creating a contact, sending a message, or updating a record. A Zap can have one or more actions. Learn more about how to set up your Zap action . How data flows through a Zap Each step in a Zap has fields where you enter data . You can type a static value that stays the same every time the Zap runs, or you can use a dynamic value that changes with each run. To use dynamic values, you map fields from a previous step. Instead of typing a value directly, you select data from the trigger or an earlier action so each Zap run uses the actual data from that event. For example, you can map a lead's email address from your trigger step into the Email field of your action step, so every new lead gets their own contact created automatically. How to build and run a Zap Building a Zap follows three phases: Build: Choose your trigger and action apps, select events, and map fields between steps in the Zap editor . Test: Test each step to verify your Zap is set up correctly. Test records are sample data used while building and may differ from the data your Zap receives during live runs. Publish: When you're satisfied with your setup and tests, publish your Zap to turn it on. Your Zap will only process new data created after it's published. Learn more about how to start building Zap workflows . What can I do with a Zap? Use Zap workflows to automate your repetitive tasks without code, saving you time and money. You can use any of the 9,000+ apps on Zapier to build a workflow that combines a trigger and one or more actions. Example You want to build a system to manage incoming sales leads from Facebook by automatically adding them to your customer relationship management app, HubSpot. In the trigger step, select the Facebook Lead Ads as the app that triggers your workflow, then select the New Lead event. With this trigger, your Zap will run each time you get a new lead. In the action step, select the HubSpot app and the Create Contact action. The Zap will create a new contact in HubSpot for you from that new lead. You can add another HubSpot action using the Create Deal action. This will create a new deal for your contact. Finally, you can add another step to notify your sales team about the new lead by adding the Send Channel Message action using the Slack app. Next steps Zap workflows quick start guide : Build your first Zap from start to finish. Set up your Zap trigger : Choose the app and event that starts your Zap. How Zap triggers work : Understand polling vs instant triggers and how Zapier detects new data. Set up your Zap action : Configure what your Zap does after it triggers. Field types in Zap workflows : Learn how different field types accept and format data. Send data between steps by mapping fields : Connect data from one step to another. Test Zap steps : Verify each step works before publishing. Learn key concepts in Zap workflows : A glossary of terms like tasks, filters, paths, and more. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496295729421-What-are-legacy-and-deprecated-apps", "final_url": "https://help.zapier.com/hc/en-us/articles/8496295729421-What-are-legacy-and-deprecated-apps", "title": "What are legacy and deprecated apps", "help_title": "What are legacy and deprecated apps", "slug": "_platform", "auth_signals": [], "text": "What are legacy and deprecated apps? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps What are legacy and deprecated apps? Updated May 29, 2026 18:12 When an app is updated, Zapier will attempt to automatically update your Zap workflows to the latest version. When Zapier isn’t able to update your Zap workflows, previous versions of the app become either legacy or deprecated versions. If you're using a legacy version, you do not need to update to the latest version. But the legacy version will lose support over time, so Zapier recommends that you update. Legacy versions show a “legacy” tag. If you're using a deprecated version, you must update to the latest version. Deprecated versions have a specific end-of-life date and will not work after that date. Any Zap workflows using deprecated versions will turn off on that date. Zapier will notify you by email whenever a version is deprecated. Learn more about app tags in Zapier or updating to the latest app version in Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496308189837-Disconnect-your-Google-account-from-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496308189837-Disconnect-your-Google-account-from-Zapier", "title": "Disconnect your Google account from Zapier", "help_title": "Disconnect your Google account from Zapier", "slug": "_platform", "auth_signals": [], "text": "Disconnect your Google account from Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Disconnect your Google account from Zapier Updated May 07, 2026 16:22 If you sign in to Zapier using Google Single Sign-On (SSO) , you can disconnect your Google account at any time. Go to your Security and Data settings . Click the Sign in with another provider tab. Next to your Google account, click Disconnect . Navigate to this page and enter your email address, then click Send reset instructions . You’ll receive an email containing a link to reset your password. Go to your email inbox and click the link in the email, then set a new password for your Zapier account. Note Disconnecting your Google account from Zapier will not delete your account. Learn how to delete your Zapier account . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496307974541-App-access-policies-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496307974541-App-access-policies-in-Zapier", "title": "App access policies in Zapier", "help_title": "App access policies in Zapier", "slug": "_platform", "auth_signals": [], "text": "App access policies in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security App access policies in Zapier Updated May 29, 2026 18:17 When planning how your teams will use Zapier, one of the most important decisions is how you'll handle apps across your organization. You have two main choices: an open apps policy (where apps are allowed by default) or a closed apps policy (where apps are restricted by default). An open policy lets team members quickly adopt and change the apps they connect with Zapier. A closed policy ensures tighter control by only allowing a small, carefully curated list of apps to be used. You can use app access settings to control which apps members of your Enterprise account can use in Zap workflows and Agents. Choose between restricting apps (an open policy) or allowing apps (a closed policy). By the end of this article, you'll understand how app access policies work, the differences between restricted and allowed apps settings, and how to choose the right policy for your organization. Available on plans: Free Professional Team Enterprise How it works When you enable either the restricted apps or allowed apps setting, you'll create a list of restricted or allowed apps depending on your settings: Restricted apps (open policy) Members can use any app on Zapier unless it's on your restricted list. App access is open but with restrictions. This setting is enabled by default. You can: Add restricted apps. Add member or team exceptions. Allowed apps (closed policy) Members can only use apps on your allowed list. App access is closed except where you've allowed access. You can: Add allowed apps. Prohibit specific actions in an allowed app. Add member or team exceptions. Members will no longer be able to publish any new or edited Zap that includes a prohibited app, and Agents that use a prohibited app may not run as expected. They will see a notification that the app is prohibited. If an existing Zap includes a prohibited app, it will remain on but steps that use the prohibited app will be held when the Zap runs. When a member views the Zap run details, they will see a notification on the step run indicating that the step was held due to the restricted app. They will not be able to replay the step as long as the app is prohibited. You cannot have both settings enabled simultaneously. Why manage app access? App usage in Zapier is driven by your day-to-day business processes (like \"quote to cash\" or \"lead routing\") which remain relatively consistent. However, the tools you use to perform these steps evolve as your company's tech stack changes. Your app access policy should balance three factors: Speed and innovation: How quickly teams can adopt new tools and experiment. Security and compliance: How well you control data flows and maintain regulatory requirements. Governance: Who approves new tools and how oversight works. App access setting Pros Cons Restricted apps Your organization wants to promote agility, experimentation, and autonomy. You're comfortable with a \"trust but verify\" approach. Your teams value speed and flexibility over strict control. You have moderate compliance requirements. You want to support experimentation with minimal barriers. If desired, an admin can set up an approval process so that new Zap workflows still require a final check before going live. Requires trust that team members follow best practices. Can potentially result in \"app sprawl\" if not monitored. May require ongoing administrative oversight. Allowed apps Your organization has strict compliance and security requirements (examples include industries like financial services and healthcare). You need to ensure only vetted or official tools are used. Data security and compliance demands strict controls. You want consistent tools across your organization. You want admins to have full visibility and control over which apps are used in your account. Can slow adoption of new tools. Require more administrative oversight. Can create friction for teams that need special apps. How to choose your app policy Planning how your team will access and use apps through Zapier is crucial to scaling your automation strategy. Follow these steps to determine which policy is right for your organization: 1. Understand your business processes Processes like \"quote to cash\" or \"lead routing\" have fundamental steps that remain consistent: capturing information, approving or assigning items, and moving them through a pipeline. The tools used in these steps can vary and may shift as your company's tech stack evolves. When evaluating your app policy, consider how tightly these processes need to be controlled. 2. Evaluate your organization's approach to innovation Assess how quickly your teams need or want to adopt new tools. If your organization embraces citizen development where individual teams or power users can adopt new tools quickly, an open policy may be more suitable. If you work in a highly regulated or compliance-oriented industry, you might prefer a closed policy where every app must be explicitly allowed. 3. Determine your compliance requirements Assess your industry's or organization's compliance and security needs. Heavily regulated fields, like financial services or healthcare, often require strict approval flows. A closed (allowed apps) policy is useful here because, by default, employees cannot connect apps unless they are approved and added to the allowlist. For fields with moderate compliance requirements, and where faster innovation is more important, an open (restricted apps) policy with Zapier's built-in approvals feature may strike the right balance. 4. Plan your app policy structure Once you've identified your general approach, set up your app policies in Zapier. 5. Verify your policy with approval flows No matter which policy you choose, you can use Zap approvals to add an extra governance layer. This allows open experimentation while maintaining oversight: team members create Zap workflows freely, but admins review before Zap workflows publish and run. Note Over time, your needs may change. Many organizations start with an open policy and gradually tighten it as they learn which apps are used most frequently. Others begin closed and gradually allow more apps as they gain confidence in their processes. Example If you add Quickbooks to your restricted apps list, you can add an exception for your accounting team. This will give your accounting team access to Quickbooks, while the rest of your account will still be restricted from using the app. Planning how your team will access and use apps through Zapier is crucial to scaling your automation strategy. By choosing an open policy, you support quick experimentation and innovation with minimal friction. This is ideal for organizations embracing citizen development. A closed policy gives you tighter control and helps support compliance in industries that need more stringent oversight. No matter which approach you choose, Zap approvals can add another layer of governance so you can fine-tune your workflows, maintain security, and keep your automation strategy aligned with your organization's goals. Switch between app access policies You can switch between restricted apps and allowed apps at any time. However, switching policies can impact your existing Zap workflows and Agents. What happens when you switch From restricted apps to allowed apps Any published Zap that uses an app not on your allowed list will remain on, but steps using that app will be held when the Zap runs. Agents that use an app not on your allowed list may not run as expected. Members will not be able to publish new or edited Zap workflows that include apps not on the allowed list. From allowed apps to restricted apps Zap workflows and Agents that previously used prohibited apps can run again, unless those apps are now on the restricted list. Any held runs from the previous policy can be replayed as long as the app is now permitted. Before you switch To minimize disruption to your workflows: Identify affected Zap workflows and Agents. Review your Apps page to see which apps are connected and used in Zap workflows and Agents across your account. Prepare your new app list. If switching to allowed apps, add all the apps your team currently uses to the allowed list before completing the switch. If switching to restricted apps, review which apps should be restricted. Communicate with your team. Let members know about the upcoming change and any apps that will be impacted. Plan for held runs. After switching, monitor your account for held Zap runs and Agent issues. You can replay held runs once the affected apps are permitted under the new policy. Note App access policies affect both Zap workflows and Agents. When planning a policy change, review both your Zap workflows and Agents to ensure all workflows continue to run as expected. Next steps Now that you understand how app access policies work and how to choose the right policy for your organization, you're ready to configure your settings. Configure app access settings for your Enterprise account to set up restricted or allowed apps Learn about Zap approvals to add governance to your workflows Review user roles and permissions to understand who can manage app access settings ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496308481933-Import-and-export-Zap-workflows-in-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496308481933-Import-and-export-Zap-workflows-in-your-Team-or-Enterprise-account", "title": "Import and export Zap workflows in your Team or Enterprise account", "help_title": "Import and export Zap workflows in your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Import and export Zap workflows in your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Manage your Zaps Import and export Zap workflows in your Team or Enterprise account Updated May 29, 2026 18:19 You can import and export Zap workflows to easily back up and share Zap workflows with other accounts. Available on plans: Free Professional Team Enterprise Import Zap workflows To import a Zap JSON file: Go to your account Settings page. In the left sidebar under the My account section, select Security and data . In the Data management section, click the upload icon in the Upload my Zap workflows setting. A dialog box will appear. Click Choose File . Your computer’s file management system window will open. Select the file that you want to import. Click either: View Imported Zap workflows to review your import. Done . Imported Zap workflows are located in a new folder in your account, with the name “Imported Zap workflows - YYYY-MM-DD” where “YYYY-MM-DD” represents the date you imported your Zap workflows. After importing your Zap workflows: Turn on your Zap workflows. Test your app connections . If an app connection is no longer active, reconnect the app connection . Export Zap workflows from settings Export your own Zap workflows You can export all of your Zap workflows as a JSON file. Go to your account Settings page. In the left sidebar under the My account section, select Security and data . In the Data management section, click the download icon in the Download my Zap workflows setting . Your computer’s download management system window open. Select a location on your computer to store your downloaded Zap workflows. Export all Zap workflows in your account If you're the account owner or super admin, you can also export all Zap workflows from all users. Go to your account Settings page. In the left sidebar under the My account section, select Security and data . In the Data management section, click the download icon in the Download private and shared Zap workflows setting. Zapier will email a JSON file containing your Zap workflows to your account email address. Limitations Import and export only support the JSON file format. Unless you are the account owner or super admin, you can only export Zap workflows you own. If the Zap is large, it may require more time to import. If there are many Zap workflows in your account, it may require more time to export. Import is not available during your free Zapier trial . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496308258189-Convert-line-items-into-text-strings", "final_url": "https://help.zapier.com/hc/en-us/articles/8496308258189-Convert-line-items-into-text-strings", "title": "Convert line items into text strings", "help_title": "Convert line items into text strings", "slug": "_platform", "auth_signals": [], "text": "Convert line items into text strings &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Utilities Convert line items into text strings Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise Not all apps support line items in Zap workflows. If you need to use line items in an app that doesn’t support line items, you can use Formatter to convert your line items into text strings. 1. Add a Formatter step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Utilities . Click Continue . 2. Set up your transform Click the Transform dropdown menu and select Line-item to Text . Click the Input field and select a line item field from a previous step. In the Separator field, enter the symbol or text that separates each value in your list. If nothing is entered, the Zap will use a comma. Click Continue . 3. Test your line-item to text transformation Click Test step . If the transformation is successful, the line items will be converted into a separate field for each item and a text string of all line items, separated by commas. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496308621197-Compare-dates-and-times-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496308621197-Compare-dates-and-times-in-Zap-workflows", "title": "Compare dates and times in Zap workflows", "help_title": "Compare dates and times in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Compare dates and times in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Date/Time Compare dates and times in Zap workflows Updated May 29, 2026 18:18 Available on plans: Free Professional Team Enterprise Formatter’s Date/Time action allows you to calculate the time difference between two dates and time. You can compare the start and end dates to find the duration in days, hours, minutes, and seconds. You can use this to accomplish tasks such as: Identifying overdue tasks or deadlines. Booking systems availability check. Service level agreement (SLA) monitoring. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Date / Time. Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field dropdown menu and select Compare Dates . In the Start Date field, manually enter the date/time or map the field from the previous step. In the End Date field, manually enter the date/time or map the field from the previous step. (Optional) You can explicitly set the date and time format for your Start and End Date fields to ensure Zapier interprets it correctly. You can also set the date and time format using a custom value . Click Continue to continue to the Test tab. Tip To compare a date against today's date, enter {{zap_meta_human_now}} into the field. Learn more about using custom timestamps in Zap workflows. Note For the Start Date and End Date fields, Formatter will assume: The date is today is no date is entered (only a time is entered). The time is midnight if no time is entered (only a date is entered). 3. Test your action Test your action to verify it is calculating the difference between the date and time correctly. Click Test step . The Data out tab will display the date comparison. The Output Dates Swapped field is: False if the end date/time is after the start date/time. True if the end date/time is before the start date/time. The Output Same Dates field only compares dates, not times. It is: False if the date does not exactly match. True if the date exactly matches. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. Tip You can add a filter or paths to your Zap based on the date and time to set time-based conditions or branching logic . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496308580365-Change-your-Zap-data-to-HTML-Markdown-ASCII-or-plain-text", "final_url": "https://help.zapier.com/hc/en-us/articles/8496308580365-Change-your-Zap-data-to-HTML-Markdown-ASCII-or-plain-text", "title": "Change your Zap data to HTML Markdown ASCII or plain text", "help_title": "Change your Zap data to HTML Markdown ASCII or plain text", "slug": "_platform", "auth_signals": [], "text": "Change your Zap data to HTML, Markdown, ASCII, or plain text &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Change your Zap data to HTML, Markdown, ASCII, or plain text Updated April 10, 2026 17:14 Formatter’s Text action has several transforms that you can use to change your data into HTML , Markdown , ASCII , or to remove all HTML tags : Convert HTML to Markdown : reformats your HTML input as Markdown. Convert Markdown to HTML : reformats your Markdown input as HTML. Convert to ASCII : reformats your input as ASCII. Remove HTML Tags : removes all HTML tags from your input, leaving only plain, unformatted text. This is helpful when you need a different format in later steps in your Zap. Available on plans: Free Professional Team Enterprise 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select the transform that you want the Zap to perform on your string: Convert HTML to Markdown . Convert Markdown to HTML . Convert to ASCII . Remove HTML Tags . In the Input field, manually enter the string you want to transform or map a field from a previous step. Click Continue to continue to the Test tab. 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. Learn more about how to use Formatter for HTML on the Zapier blog. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496312326285-Extract-data-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496312326285-Extract-data-in-Zap-workflows", "title": "Extract data in Zap workflows", "help_title": "Extract data in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Extract data in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Extract data in Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise Use Formatter’s Text action to extract data. There are four transforms that you can use to pull specific values out of your data: Extract Email Address : searches for and returns email addresses formatted as username@emaildomain . Extract Number : searches for and returns one or more digits in a row. It can extract decimal numbers, like 123.45 , and numbers with commas separating digit groupings, like 123,456,789 . Extract Phone Number : searches for and extracts 10 digits grouped as 3-3-4 or 4-3-3 digits. It will also recognize: Numbers separated by hyphens - , periods . , or spaces. Area codes when they are surrounded by parentheses, e.g. (504)123-456-7890 Extensions formatted as either x , ext , or extension , followed by the 10-digit phone number. Extract URL : searches for and extracts URLs formatted as strings of letters, numbers, and/or hyphens - followed by a period . , then a recognized top-level domain (TLD) . It will also recognize: Protocols https:// and http:// . Subdomains . Folders. Query parameters. Formatter will search for and return the first value that matches the transform in your data. This is helpful when you have many kinds of values mixed into your data, but you only want to use part of it. Example Potential customers email you to inquire about your services instead of filling out your form. The info you need from them to get started is within the body of their emails, but it’s not separated out into discreet fields that you can map to your contact management system. You can use Formatter to pull that info out for you. Tip You can also use the Extract Pattern transform if you need custom extraction options. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select the transform that you want the Zap to perform on your string: Extract Email Address . Extract Number . Extract Phone Number . Extract URL . In the Input field, manually enter the string you want to transform or map a field from a previous step. If you’re using the Extract Phone Number transform: (Optional) In the Phone Number field, enter the maximum number of characters that your copy should contain before the transform truncates it. Click Continue to continue to the Test tab. 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Limitations Transform Will find Will not find Extract Email ford.prefect42@example.com Arthur Dent AT example.com Extract Number 1,234,567 or 12.34 123-456-789 Extract Phone Number +1 (123) 456-7890 ext. 3 123 456 7890 Extract URL zapier.com/help/create/format?testing=true www DOT example DOT com While the Extract URL can find most URLs, new top-level domains may not be available yet. Learn more about how to extract data in your Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496311316237-Access-and-manage-your-invoices", "final_url": "https://help.zapier.com/hc/en-us/articles/8496311316237-Access-and-manage-your-invoices", "title": "Access and manage your invoices", "help_title": "Access and manage your invoices", "slug": "_platform", "auth_signals": [], "text": "Access and manage your invoices &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Access and manage your invoices Updated March 23, 2026 12:31 Zapier's paid plans are pre-paid for the next billing period (monthly or annually). When you pay for your plan, you are paying for the next month or year. Find your invoices To find your invoices: Go to the Billing and usage settings. Click the Billing settings tab. Scroll to the Invoices section to see all your invoices. To view a specific invoice, click View Details . Note Looking for your invoice number for accounting or tax purposes? The Reference Code on your invoice serves as the unique invoice number. In your Billing and usage settings , you can also update your payment method and invoice information . Cannot find your invoices? If you do not see the invoices you expect, check which Zapier account you're logged into, as invoices are tied to the account you're viewing. If you have multiple accounts (for example, a personal account and a business account), make sure you've signed into the correct account using the account menu in the top-right corner. Download a PDF copy of your invoice You can download a PDF of your invoices through your browser's print function. Visit the Billing and Usage settings. Click the Billing settings tab. On the Invoices section, click View Details next to the invoice you'd like to download in PDF format. The invoice will open in a new window or tab. Right-click the invoice to see the browser's contextual menu. Click Print . Choose Save as PDF in the print options dialogue box. Receive a copy of paid invoices by email You can receive a copy of your invoice by email, to the account email, or to another address of your choice. Visit the Billing and Usage settings. Click the Billing settings tab. On the Invoice Information section, click Update Info . Select the checkbox Email a copy of paid invoices . If you'd like to receive the invoices on a different email address, fill out the Email where you want invoices sent field. If this field is empty, invoices will be sent to your account email. Click Save Changes . Tip If a payment fails, you can retry it on the Billing and usage page . Learn more about how to retry payments . If you have any questions about your Zapier invoices, contact Zapier support for further assistance. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496326417549-Use-Python-code-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/8496326417549-Use-Python-code-in-Zap-workflows", "title": "Use Python code in Zap workflows", "help_title": "Use Python code in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use Python code in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Use Python code in Zap workflows Updated May 29, 2026 18:14 Code steps allow Zap workflows to run small snippets of Python or JavaScript. This tutorial is for Python code steps, but you can also learn how to use JavaScript code in your Zap workflows . Code steps can be used as both triggers and actions. Note Python is an advanced programming language. If you're not familiar with Python, you should ask a developer for help. If you require assistance with how Code by Zapier processes code (not writing or debugging), contact Support based on your plan . For additional resources, visit the Zapier Community's Code resources . Code trigger Code action 1. Add a code trigger In the Zap editor, click the Trigger step. Search for and select Code by Zapier . Click the Event dropdown menu and select Run Python . Click Continue . 2. Set up your code step In the Code field, enter your Python code . Click Continue . 3. Test your code trigger Click Test trigger . If your code is valid, the step will show it was successful and display the data. Once the trigger is set up, you can continue to add your action step. 1. Add a code action The Code action step allows you to write code that interacts with data coming from the trigger or a previous action step. In the Zap editor, click the + icon to add a new step. Search for and select Code by Zapier . Click the Event dropdown menu and select Run Python . Click Continue . 2. Set up your code action In the Code field, enter your Python code . You can also define data fields to be provided to the code as strings with the Input Data fields. Provide a key and a value for each field. Click Continue . 3. Test your code action Click Test step . If your code is valid, the step will show it was successful and display the data sent. The Python environment The environment is vanilla Python 3.7.2 (2.7.10 for Zap workflows created before January 24, 2019). Your script is sandboxed and can only run for a limited amount of time and within a limited amount of memory—the exact limits depend on your Zapier plan. Note Dates and times in Code actions use the UTC timezone, even if a different one is set for the account or the Zap. Input data for Code steps Access data from previous steps within your code steps using the inputData dictionary. The amount of data that may feed into your script may be large or dynamic. To address this, you must define a inputData mapping by providing a key and value in Zapier's GUI. Mapping fields from previous Zap steps in the Code field is not supported. You must use the inputData dictionary. Create a key/value pair in the Input Data field for each mapped field you want to use in your code. In Python, access the values within the inputData dictionary using the input_data['keyName'] notation. Key names are case-sensitive and must be an exact match for successful data retrieval. Example In the example below, the key name is \"name\" and the value is supplied by the Name field that's mapped from a previous step. In this example, the value supplied by the mapped Name field is \"Erin\". Note It's not possible to map inputData in Code by Zapier triggers. Output data from code steps Code steps return a single output variable, which is a dictionary or list of dictionaries that will be the result of this step. You can explicitly return early. The output must be JSON serializable. Setting the output to a list of dictionaries will run the subsequent steps multiple times, once for each item in the list. If you use Code by Zapier as the Zap's trigger and an empty array is returned, nothing will happen. The behavior will be similar to a polling trigger that did not get any results in the HTTP response. This functionality is exclusive to triggers. Utilities in Code steps There are a few utilities available in Code steps: requests : an easy-to-use HTTP client . StoreClient : a built-in utility for storing and retrieving data between Zap runs . print : this utility allows you to debug your function. Test your Zap and check the values in the logs returned in a runtime_meta added automatically to the output . BeautifulSoup : for parsing HTML and XML content . Testing and debugging Code steps Running your Zap via the dashboard is the canonical way to confirm the behavior you expect. Your Zap History will have all relevant details around the Code step's input_data , output and logs. The test step in the editor can be used for a tighter feedback loop. Limitations with Code steps Code steps include the standard library, the requests packages, and the BeautifulSoup library. You cannot install additional libraries or pip modules directly. There are different Code rate limits and throttling , depending on what plan you’re on. Your Zap will error if it exceeds these limits. If you need to make more than 2 HTTP requests or make authenticated HTTP requests, Zapier recommends creating a custom app on the Zapier platform. How floats and integers are handled The Zapier web UI does not distinguish between integers and float values—they are all presented as numbers. For example, if your Python code step returns a value like this: return {'result': 1.0} This may appear as 1 , rather than 1.0 , in your Zap history and test results. This is an artifact of the Zapier UI. You can use int(aNumber) or float(aNumber) in your Python code step to convert the value to the data type you require. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496327478413-Customize-data-retention-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496327478413-Customize-data-retention-in-Zapier", "title": "Customize data retention in Zapier", "help_title": "Customize data retention in Zapier", "slug": "_platform", "auth_signals": [], "text": "Customize data retention in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Customize data retention in Zapier Updated May 29, 2026 18:17 Available on plans: Free Professional Team Enterprise Zapier will retain Zap history for 29-69 days . If your account is on the Enterprise plan , admins, super admins, and owners can customize retention settings and delete Zap history after a certain amount of time. Zap history retention can be customized to 7-30 days long. Zap history deletion is permanent and may take immediate effect. Use care when adjusting these settings. Adjusting data retention settings will impact everyone in your Enterprise account. These settings will apply to all Zap history for shared and unshared Zap workflows. Tip Shorter Zap history retention can help with compliance with data privacy standards. Longer Zap history retention can help with Zap troubleshooting 1. Set your data retention settings In the left sidebar of your Settings page, under the Admin settings section, select Security and privacy . In the Compliance and data section, drag and drop the slider to set the number of days you want to retain Zap history for Click Update . Your changes take effect immediately, but it may take up to 24 hours for Zap history to be deleted. Learn more about Zapier's data retention policies . If you need further assistance with custom data retention, contact Support based on your plan . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496312360461-Use-private-apps-with-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/8496312360461-Use-private-apps-with-Zapier", "title": "Use private apps with Zapier", "help_title": "Use private apps with Zapier", "slug": "_platform", "auth_signals": [], "text": "Use private apps with Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps Use private apps with Zapier Updated May 29, 2026 18:12 Private apps are apps that are under active development, or created for private use on the Zapier Platform . They are not available on Zapier’s App Directory and can only be accessed by invitation from the app developer. You can identify private apps in the Zap editor by the Invite Only tag. Add a private app to your Zapier account The developer of the private app will share an invitation link directly with you. Click the link and accept the invitation. The app will now be available for use in your account and your Zap workflows. Get help with a private app As private apps are still in active development, Zapier cannot offer the same level of support that's available for public apps. Zapier Support can: Help figure out if an issue or problem is Zapier-related or app-related. Help solve problems with public apps that may be part of the same Zap. Share logs and other technical details that you can pass on to the app developer. Zapier Support cannot: Fully diagnose technical issues related to a private app. Escalate issues or submit feature requests for the app. Keep track of specific requirements for setting up the integration. Note Private app rate limits are based on the private app owner’s current Zapier plan. If you are not sure if an issue lies with a private app, contact our support team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496326497037-Share-app-connections-with-members-of-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496326497037-Share-app-connections-with-members-of-your-Team-or-Enterprise-account", "title": "Share app connections with members of your Team or Enterprise account", "help_title": "Share app connections with members of your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Share app connections with members of your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Connect and manage app connections Share app connections with members of your Team or Enterprise account Updated May 29, 2026 18:12 Available on plans: Free Professional Team Enterprise When you add an account to Zapier for an app or tool you use, such as Typeform, you create an app connection. This allows you to use the app account in your Zap workflows. By default, these connections are private, so only you will be able to use the app account in Zap workflows. Sharing an app connection in your Team or Enterprise account makes it available to everyone with whom you share it. This allows them to create Zap workflows with the app account without needing your login credentials to that app. There are two types of app connections: Private: app connections that you own and have not shared with other users in your account. Shared: app connections that you or other members own and shared with other users in your account. Share an app connection When you share an app connection, all users who have received access will be able to: View data used to test a Zap. Use the shared app connection in their own Zap workflows—both private and shared—to access or update information. Edit steps in a team's Zap that uses the shared app connection. From My Apps From Zap editor Share an app connection from My Apps Go to the Apps page . Select the app with the account connection that you want to share with your team. You'll be redirected to a new page. In the My connections section, find the app account connection to share and click Share to display the sharing settings. A dialog box will open. Search for and select specific users or teams (teams can only be selected on Enterprise accounts) to share the app account connection with. To share the connection with all users in your account, select the Share with everyone checkbox. Click Done . Share an app connection from within the Zap editor The Zap must be in a shared folder first. Then: In your Zap, connect your app account . Next to your connected account, click Share . In the dialog box, you can either: - Enter the name(s) of specific members or teams you want to share your app connection with. - Select the Share with everyone checkbox to share your app connection with all members of your account. Click Done . Tip You can also share app connections while sharing folders with other members of your Team or Enterprise account. You can also share app connections when sharing a Zap with members of your Zapier account. You should only share app connections with people you are comfortable giving access to. After sharing, they will be able to build and edit Zap workflows using your connection. - You can also create a separate account in your app to share instead. For example, instead of sharing a connection to your own email account, you can create a shared email account like zapier@yourcompany.com . Then, you can connect that account in Zapier and share it with members of your account. Change ownership of an app connection You can transfer ownership of your app connections to another user in your Team or Enterprise account. To change ownership of an app connection: Go to the Apps page. In the top left, select the Apps tab. Click the app with the app connection you want to rename. Next to the app connection you want to transfer ownership of, click the settings icon . In the dropdown menu, select Change ownership . A dialog box will appear. In the Choose a new owner field, search for and select the user you want to transfer ownership to. Click Change ownership . When you transfer an app connection, the connected account remains the same. Only the owner of the connection changes. Stop sharing an app connection When you stop sharing an app connection, your team members will not be able to: Use the app connection in their own Zap workflows. Use the app connection in Zap workflows shared with the team. Edit steps in Zap workflows shared with them that use the app connection. Note If a Zap owner loses access to an app connection used in their Zap, the Zap can no longer run. The owner must reconnect the affected step with a connection they have access to. From My Apps From Zap editor Stop sharing an app connection from My Apps To stop sharing an app connection from My Apps: Go to My Apps . Select the app with the account connection that you want to share with your team. You'll be redirected to a new page. In the My connections section, find the app account to stop sharing and click the sharing icon . A dialog box will appear. If you shared the app connection with everyone: - Click the Share with everyone checkbox. - Click Done . If you shared the app connection with specific users or teams: - Click the settings icon next to the name of the user or team. - Click Remove . Repeat these steps for any other users or teams. - Click Done . Stop sharing an app connection from within the Zap editor To stop sharing an app connection from within the Zap editor: In your Zap, connect your app account . Next to your connected account, click Share . If you shared the app connection with everyone, - Unselect the Share with everyone checkbox to stop sharing with all members of your account. - Click Done . If you shared the app connection with specific users or teams: - Click Remove Access next to the name of each member or team you want to stop sharing the connection with. - Click Done . App connection access requirements for Zap workflows When you turn on or publish a Zap, the Zap's owner must have access to every app connection used in the Zap. If a connection is not shared with the Zap owner, they will not be able to turn it on. The Zap editor will display a message identifying the step and the connection that needs to be shared. To fix this: Identify which app connection is not shared with the Zap owner. Ask the connection owner to share the app connection with the Zap owner, or with a team the Zap owner belongs to. Once the connection is shared, the Zap owner can turn on or publish the Zap. Tip If you're building a Zap for someone else to own, share all the app connections with them before transferring ownership. This ensures the new owner can turn on the Zap without issues. Restrict users from sharing app connections with everyone In Enterprise accounts, admins, super admins, and owners can prevent users from being able to share app connections with everyone in the account. Go to the Admin Center . In the second left-hand sidebar, select App connections . Next to the Restrict sharing with everyone field, click the toggle switch to turn off the setting. Limitations General You can only share app connections that you created. When you stop sharing an app connection, your team members will not be able to: Use the app connection in their own Zap workflows. Use the app connection in Zap workflows shared with the team. Edit steps in Zap workflows shared with them that use the app connection. To completely remove access to your private app connection, you must go to each Zap that uses this app connection and update it to use a different one. Private connections For private connections, only the connection owner can edit Zap steps that use it. Others will see the fields as non-editable. To gain access to edit the step, you can ask the connection owner to share the app connection with you or a team you’re part of. For example, sharing your connection to an email account will let shared connection users read emails in that account that trigger Zap workflows or are used to test Zap triggers , as well as send emails from that account. Team members with access to the Zap will still be able to see information sent through Zap History . By plan In Team accounts, you can share app connections with specific users in the account or with everyone in your account. In Enterprise accounts, you can share app connections with individual users, teams , or with everyone in your account. If you need assistance with sharing or disconnecting a shared connected account, contact Zapier support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields", "final_url": "https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields", "title": "Send data between steps by mapping fields", "help_title": "Send data between steps by mapping fields", "slug": "_platform", "auth_signals": [], "text": "Send data between steps by mapping fields &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Send data between steps by mapping fields Updated June 18, 2026 11:07 Field mapping is a way to connect two fields so data flows between them. When you map fields, your Zap will automatically take the output of the first field and enter it as an input in the second field. This is how you enter dynamic values in the second step. Field mapping is a powerful tool to build dynamic and flexible workflows. Learn more about how field mapping works . Map fields To map fields when you set up your Zap action : Click the plus sign icon in the field you want to map a field to. A dropdown menu will open. In the dropdown menu, select one or more fields from a previous step that has the information you want to use. Examples Whenever you create a new customer in your spreadsheet, you want to create a new lead in your customer relationship management (CRM) app and use the info from the spreadsheet to fill out the fields in the CRM step. When you click on the phone number field in the CRM action, the dropdown menu will show all fields received from the spreadsheet that triggered the Zap. Clicking any of those fields will map them to the phone number field in the CRM action. So, when someone fills out the phone number field in your signup form, the Zap will send their phone number to your CRM. Use enhanced field mapping Enhanced field mapping displays data in a hierarchical format, making it easier to work with structured data like arrays, objects, and nested lists. Turn on enhanced field mapping To turn on enhanced field mapping: Click in a field to open the field mapping dropdown menu. Click to toggle the Turn on enhanced field mappings switch on. Work with structured data With enhanced field mapping, you can: See data structure: Fields display as collapsible trees showing arrays, objects, and nested lists as they exist in your data. Identify data types: Each field shows its data type (string, number, array, object) so you know what you're mapping. Map at different levels: Select a single value, an entire array, or a whole object depending on what your next step needs. Get line items easily: Hover on any nested field and click Get all values to map it as line items—no separate Formatter step needed. Note Existing Zap workflows are not affected by enhanced field mapping. The change only applies when you open the field mapping dropdown in the Zap editor. Your published Zap workflows continue to run exactly as before. Best practices for field mapping Use enhanced field mapping when working with complex data structures like arrays, objects, or API responses. The hierarchical display makes it easier to find and select the exact field you need. Make sure to select a field from a previous step rather than typing a value directly. When you type text into a field, every Zap run uses that same static value. When you select a mapped field (shown as a colored pill), the Zap uses the actual data from each trigger event, so every run processes the correct record. Learn more about static and dynamic values . You can use both static and dynamic values in an action. You can map variables to any field. If the apps refer to a field differently (e.g., one uses a name, the other uses an ID number), you can create a lookup table to send the correct value. The fields available for mapping come from the sample or test data in previous steps. If you do not see a field you expect, re-test the trigger or use a recent Zap run as your test record to load the latest fields. Some triggers return multiple fields with similar names (e.g., \"Email 1\" and \"Email 2\", or fields with different letter casing). Verify you selected the field that contains the data you need by testing the step and checking the output. Make sure the data you map matches the field type the destination field expects. For example, a date/time field requires a date value, and a number field requires a numeric value without currency symbols or text. All steps return the entire output of a step in a single value via the Step Output field. This field is helpful to map to AI-powered, Tables, and any other steps and features that prefer full context and structured data. Limitations You can only map fields from a previous step to a subsequent step. You cannot map fields from a later step to a previous step. If you change any of the following, you will have to re-map your fields: The trigger or action app used in a step used in your mapped fields. The app version used in a step used in your mapped fields. Reorder or duplicate action steps or paths within a Zap . Copy and paste triggers and actions across Zap workflows . Fields with outdated mappings display a yellow warning indicator in the Zap editor. When a step errors, it will not generate any output. Any fields in subsequent steps that are mapped to the errored step will not receive any data, including any error handlers . Error handler steps cannot map fields from the step they are monitoring for errors. Doing so creates a circular dependency that will prevent you from publishing the Zap. In enhanced field mapping, if a field name contains a double underscore (for example, key__field ), it is always interpreted as a nested field. There is currently no reliable way to distinguish this from a field that genuinely uses a double underscore in its name. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/9526469928973-How-to-Get-Started-with-IsOn24-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/9526469928973-How-to-Get-Started-with-IsOn24-on-Zapier", "title": "How to Get Started with IsOn24 on Zapier", "help_title": "How to Get Started with IsOn24 on Zapier", "slug": "ison24", "auth_signals": ["api_key", "username_password"], "text": "How to Get Started with IsOn24 on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication IsOn24 How to Get Started with IsOn24 on Zapier Updated February 06, 2024 09:45 About IsOn24's Integration What kind of authentication does IsOn24 use? IsOn24 uses Basic Authentication. Do I need a paid IsOn24 account to use IsOn24 with Zapier? You need a paid IsOn24 plan to use IsOn24 with Zapier. https://ison24.com/plans Do I need special account permissions in IsOn24 to use IsOn24 with Zapier? There aren't any specific IsOn24 account permissions to connect IsOn24 to Zapier. Are there any API token limits in IsOn24 when I use IsOn24 with Zapier? No, there are no token limits when using IsOn24 with Zapier. Are there any webhook subscription limits in IsOn24 when I use IsOn24 with Zapier? IsOn24 doesn't have any webhook subscription limits when you use IsOn24 with Zapier. Are custom fields in IsOn24 supported when I use IsOn24 with Zapier? No, IsOn24 does not support custom fields. Does IsOn24 use real trigger samples from my IsOn24 account? Yes, IsOn24 provides real trigger samples from your IsOn24 account. What kind of IsOn24 hosted account can I use with Zapier? IsOn24's Zapier integration supports cloud-hosted accounts only. Connecting with IsOn24 When you create a IsOn24 Zap, you'll be asked to log in to your IsOn24 account. Enter your IsOn24 username and password to connect your IsOn24 account. If all steps were successful, your IsOn24 account will be connected. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/9528974130957-Reorder-or-duplicate-action-steps-and-paths", "final_url": "https://help.zapier.com/hc/en-us/articles/9528974130957-Reorder-or-duplicate-action-steps-and-paths", "title": "Reorder or duplicate action steps and paths", "help_title": "Reorder or duplicate action steps and paths", "slug": "_platform", "auth_signals": [], "text": "Reorder or duplicate action steps and paths &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Reorder or duplicate action steps and paths Updated May 29, 2026 18:20 When editing a Zap, you can: Rearrange the order of existing action steps and paths . Duplicate existing action steps and paths. This applies to action steps and paths within a Zap. You can also copy and paste action steps across Zap workflows . Reorder action steps You can reorder action steps or paths in the Zap editor sidebar. Hover over the step until the drag icon appears at the left of the step . The mouse arrow will convert to a gloved hand, indicating that you can grab an item. Click and hold the step , then drag it to another location. Release the mouse to finish moving the step. Note You can only drag and drop individual path steps. You cannot drag and drop an entire path group. If you reorder a step or path and place that step after another that uses its information, you’ll see an alert asking you to update mapped fields , as these will no longer be available after the move. Triggers and path conditions cannot be moved. Steps can only be moved within the same Zap. Duplicate action steps and paths You can duplicate action steps or paths in the Zap editor sidebar or directly in the Zap editor.To duplicate an action step or path in the Zap editor: Click the three dot icon next to the action step or path you want to duplicate. Select Duplicate step from the dropdown menu. A new copy of the action step will appear below the original action step with the name of the original action step preceded by the word “Copy”. Note Triggers, Looping by Zapier steps, and parent path steps cannot be duplicated. Once you're finished making changes to steps, you can publish your Zap . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/9693520498445-Create-Zap-drafts-and-versions", "final_url": "https://help.zapier.com/hc/en-us/articles/9693520498445-Create-Zap-drafts-and-versions", "title": "Create Zap drafts and versions", "help_title": "Create Zap drafts and versions", "slug": "_platform", "auth_signals": [], "text": "Create Zap drafts and versions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Manage your Zaps Create Zap drafts and versions Updated May 29, 2026 18:19 Drafts allow you to make changes to a Zap without turning it off. When you complete your changes, you can publish the draft and it will replace the existing Zap. When you create a draft of a Zap, you can: Save the draft and edit it later. Edit the draft while the Zap continues to run. Publish the draft to replace the current zap. Each time you publish a Zap, it creates a new version of the Zap so you can review how your Zap has changed over time. You can create a new draft from a previous version. All versions of your Zap are viewable in the sidebar of the Zap editor. Drafts Versions Drafts Drafts allow you to make changes to a Zap without turning it off. When you complete your changes, you can publish the draft and it will replace the existing Zap. When you create a draft of a Zap, you can: Save the draft and edit it later. Edit the draft while the Zap continues to run. Publish the draft to replace the current zap. Available on plans: Free Professional Team Enterprise Create a draft in a new Zap When you create a new Zap , your Zap begins as a draft by default. Zapier automatically saves your draft while you’re working. When you finish your draft, click Publish in the top right. Your current draft becomes the current version of the Zap. Your Zap turns on and will trigger whenever a trigger event occurs in your trigger app. When you reopen a Zap after publishing it, the Zap will be in read-only mode. Create or edit a draft in an existing Zap After you publish a draft, you can create a new draft of the Zap with the current Zap on or off. If no drafts exist, click Edit Zap in the top right menu to create a new draft. If a draft already exists, click Edit draft in the top right menu. A dialog box will appear. Click Edit existing draft to continue editing the current draft. Delete a draft You can delete a draft by replacing it or by deleting it. Deleting a draft is permanent and no changes are made to the current published Zap. Delete by replacing Click Edit draft in the top right menu. A dialog box will appear. Click Replace to delete the existing draft and begin a new one. Delete from the left sidebar In the left sidebar, click the Versions icon . Your draft is located at the top of the list. Click the trash icon next to your draft. A dialog box will appear to confirm deletion. Click Delete . Limitations Only one draft can exist at a time. If you attempt to create a new draft when one already exists, a dropdown menu will appear asking you to confirm that you want to replace the existing draft. Click: Edit existing draft to continue editing the existing draft. Replace to create a new draft from the most recent published version of the Zap. If the Publish button is grayed out, preventing you from publishing the draft, one of the steps in your Zap may need attention . Steps associated with a Zap that has changed significantly will not replay . This includes changes to: The order or number of steps in the Zap. The apps used in the Zap. If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions , you must request their approval before the Zap can be published. Versions Each time you publish a Zap, a new version is created. You can review how your Zap has changed over time, view past versions, create new drafts from previous versions, and compare version outlines. Available on plans: Free Professional Team Enterprise Create a new Zap version To create a new Zap version: Click Edit in the top menu. Edit your Zap. When you’re done, click Publish in the top menu to publish the new version of your Zap. A dialog box will appear. (Optional) Enter a name for the version in the Version name field to distinguish it from other versions. (Optional) If you're on an Enterprise plan, you can compare an outline of the current published Zap version to an outline of your draft version. Click the arrow next to the Compare version section to expand it. Click Publish . Zap drafts automatically appear in the Versions section of the Zap editor sidebar when you edit a draft. Once published, the following information will appear for the version in the sidebar and top menu in the Editor: The name of the user who published the version. An auto-generated version number. The date and time that the user published the version. A title of the version, if the user created one (sidebar only). View past versions of your Zap To view a past version of your Zap: In the Zap editor sidebar, click the Versions icon . Select the version Click a step to review a summary of its setup. Note If your Zap has not been updated since September 2022, you will see a: “System generated version of legacy Zap” message. 2025 “created at” timestamp in your Zap’s version history instead of a timestamp with the last time you published your Zap. This is due to Zapier updating your Zap workflows from a legacy version of the system. Review changes to compare versions In addition to comparing versions of the Zap from the publish dialog box, you can also compare versions while editing your Zap. Available on plans: Free Professional Team Enterprise You can do so by either: Clicking the Review changes icon in the Versions section of the left sidebar. Clicking the zoom percentage in the top right corner of the editor, then selecting Review changes from the dropdown menu. An outline of the current published Zap version will be displayed next to an outline of your draft version. Review versions in Zap history In your Zap history: When you view the Zap details page for a specific Zap run, you can see the specific version name and number that the Zap was run on. It appears at the top of the page, below the name of the Zap. You can search for runs from a specific Zap version using the Search Zap history search box. Enter the version number (for example, \"v3\") or version name in the search box. Create a new draft from a previous version With Versions rollback, you can create a new draft based on a previous version of your Zap. There are two ways to roll back to a previous version: Use a version’s dropdown menu In the Zap editor sidebar, click the Versions icon . Click the three dot icon next to the version you want to roll back to. In the dropdown menu, select Edit from this version . Use the Edit Zap button in the Zap editor’s top menu In the Zap editor sidebar, click the Versions icon . Click a previous version to select it. In the Zap editor’s top menu, click Edit from vX , where \"v\" stands for \"version\" and \"X\" indicates the selected version of the Zap. Limitations Plan requirements Version history for your Zap workflows is available from October 13, 2022 onward to all users on paid Zapier plans . Users will always see the current version and the most recent past versions. They will also see any versions created within the following version history timeframes: Plan Version history length Free No version history Pro Versions created within 1 month Team Versions created within 6 months Enterprise Versions created within 1 year If you upgrade your plan, your version history will increase to your new plan limits. If you're on a Team or Enterprise plan , any member that has access to a Zap can view previous versions of the Zap. Example For example, if a user upgrades from a Pro plan to a Team plan, their version history will increase from 1 month to 6 months. Duplicating and exporting Zap workflows When duplicating or exporting Zap workflows , versions are not included. Editing and deleting versions Versions can be renamed, but can't be changed or deleted. You can only delete the current draft . When you edit your Zap, drafts are created from the version that’s currently in use. When you publish edits to your Zap, they are saved as a new version. Steps associated with a Zap that has changed significantly will not replay . This includes changes to: The order or number of steps in the Zap. The apps used in the Zap. If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions , you must request their approval before you can publish, edit, add step notes to, turn off, or delete a Zap. Learn more about versions in the Zapier Community. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/9804340895245-Create-tables-and-store-data-with-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/9804340895245-Create-tables-and-store-data-with-Zapier-Tables", "title": "Create tables and store data with Zapier Tables", "help_title": "Create tables and store data with Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Create tables and store data with Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Create tables and store data with Zapier Tables Updated June 22, 2026 15:48 Zapier Tables is a data storage solution built for automation. Tables are composed of: Records (each row in a table). Fields (each column in a table). Cells (the area in the intersection of a record and a field). You can add records manually or automatically using Zap workflows. Available on plans: Free Professional Team Enterprise Create a new table You can create a new table from the Tables home : Click Create. Type a name for the table. Click Create table . From this menu, you can: Click Import data to import records from a CSV file. Select a template to start with a table ready to be automated. Click Blank table to create an empty table. Give your table a name and description . Add new fields When you create a blank table, it will have some text fields set up. To add new fields: Click the Add field icon on the right side of a table. Select a field type . A sidebar will open. Type a name for the field and fill out other required information. Zapier Tables offer fields that automatically format data, or work with Zap workflows. Learn more about the different field types in tables. Edit a field To edit an existing field: In any table, click the field name . Select Edit field from the dropdown menu. The sidebar will open, and you can edit the field settings. Tips You can also add a field in any position in a table by clicking the name of an existing field and selecting Insert before or Insert after . You can move a field to a different location by clicking its name, holding it, and dragging it to the new position. After you create a new field, you can also create a Zap to interact with the information in that field. Learn more about triggering and continuing Zap workflows from records. Add new records You can add new blank records by clicking New record at the bottom of a table. Usage visibility All users on current plans can view their Zapier Tables record usage. Your account-wide record usage against your plan limits is shown in the bottom-right corner of the table view. Bulk edit records You can edit records by clicking directly on the cell you want to edit. To edit more than one record at the same time: Select the checkbox beside the records you want to update. To select all visible records, use the checkbox at the header of the table. Click the menu icon on the top right of the table. From the dropdown menu, select Edit records . A dialog box will open. Select the button beside the field you want to edit. Click Continue . Enter the new value in the text field . Click Change field to edit a different field. Click Cancel if you no longer want to edit it. Click Save when you're done. These changes cannot be undone. Use Copilot to make changes You can chat with Zapier Copilot to edit your table using AI. Zapier Copilot can also work with you across all other Zapier products to help you complete any changes in other assets. To open Zapier Copilot, click the Copilot icon at the bottom of the left sidebar. In the chat text field at the bottom left, enter the changes you want to make. Press Enter on your keyboard, or click the Send icon to send a message. (Optional) Click the microphone icon to use voice recognition to dictate your workflow. Click the Stop button in the chat field to stop the AI generation. Note Copilot cannot delete fields, change the field type , or edit existing records. Edit table settings To edit the table's details, click the Settings icon in the toolbar. In the Table Settings menu, you can perform the following actions: Name: change the table's name. Description: change the table's description. Send records: change how records are sent to Zap workflows - manually or automatically . Delete table: delete the table and its contents. This action cannot be undone. Note Tables that are in use by a form cannot be deleted. To delete, first remove all table-related components from Zapier Forms . You can then delete your table. Deleting a table is permanent. However, when you delete individual records or fields, they're sent to the Trash where you can restore them within 30 days. Learn more about managing permissions in Zapier Tables and how to trigger and continue Zap workflows from records . Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/12899473501453-API-Request-actions-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/12899473501453-API-Request-actions-in-Zapier", "title": "API Request actions in Zapier", "help_title": "API Request actions in Zapier", "slug": "_platform", "auth_signals": [], "text": "API Request actions in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions API Request actions in Zapier Updated May 29, 2026 18:14 API Request action is a feature that allows you to make raw HTTP requests to supported public apps within the Zap editor. With the API Request action, you can: Directly interact with the API when an existing app on Zapier does not have the actions that you need. Use your personal app connection accounts to automatically set the authentication header. View comprehensive API responses. Beta API Request action is a beta feature. It is available for use, but is still in active development and may change. Note The API Request action requires knowledge of how to send HTTP requests, APIs, and how to read API documentation. Zapier Support can provide basic troubleshooting for the Zapier API Request feature, but they cannot troubleshoot issues with the API you use. When to use API Request actions Zapier recommends using API Request actions if you need to use a specific action in a single Zap. It is not intended for reuse in other Zap workflows. If you need to create an action that can be reused in other Zap workflows, consider using Custom Actions instead. Learn how to set up your API Request action. Error handling With API Request actions, you have control over how Zap workflows handle errors using the Stop on error field. If you select “Yes”: Zap runs will error if the app’s API does not return a 200 (OK) status code. Zapier will automatically attempt to refresh expired or invalid authentication tokens. If the app’s API returns an error, the API response will not include the full response data. However, you can use custom error handling to define how the Zap should proceed if the API call returns an error. If you select “No”: Zap runs are always successful , regardless of the API’s response status code. The API response will always include the full response data, containing information about the error code, message, and status. If the app has custom error response handling for status codes above 400, Zap runs may error. Limitations The API Request action is not available for all public apps. Review the list of supported apps . The API Request action is not available for private apps . You cannot use app connections owned by other members , even if they've been shared with you. If the API changes, you may need to update your API Request action. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/12337712690061-How-to-get-started-with-Engage-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/12337712690061-How-to-get-started-with-Engage-AI-on-Zapier", "title": "How to get started with Engage AI on Zapier", "help_title": "How to get started with Engage AI on Zapier", "slug": "engage-ai", "auth_signals": ["oauth", "username_password"], "text": "How to get started with Engage AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Marketing Engage AI How to get started with Engage AI on Zapier Updated May 12, 2026 11:48 Engage AI and Zapier connect to automate your LinkedIn engagement workflows. You can trigger actions when new leads are added or when saved leads post on LinkedIn. Prerequisites To use the Engage AI app on Zapier, you must have: An Engage AI account (free or paid). Connect Engage AI to Zapier To create an app connection to Engage AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Engage AI . Click Add connection . A new browser tab or window will open. Enter your Engage AI username and password to authenticate. Your Engage AI account is now successfully connected to Zapier. About Engage AI's app Triggers, searches, and actions Triggers New Lead (Polling) - Triggers when a new LinkedIn Profile is added. New LinkedIn Post (Polling) - Triggers when there is a new LinkedIn post by a saved lead. Searches No searches available for this app. Actions Add New Lead - Adds a new lead to Engage AI. Templates View all of Engage AI's templates Additional Engage AI resources Zapier's Engage AI integration page Engage AI website ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/8496327503373-Use-domain-insights-to-manage-who-can-access-your-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/8496327503373-Use-domain-insights-to-manage-who-can-access-your-Enterprise-account", "title": "Use domain insights to manage who can access your Enterprise account", "help_title": "Use domain insights to manage who can access your Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Use domain insights to manage who can access your Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Use domain insights to manage who can access your Enterprise account Updated April 10, 2026 15:53 Domain insights show admins how many individual users have created individual Zapier accounts using a work email address on their verified domains. Domain insights help team admins: See who has a Zapier account and whether they have verified their email address and enabled two-factor authentication. Help account admins consolidate accounts by exporting a list of members using their domain. Available on plans: Free Professional Team Enterprise Pre-requisites You must verify your domain in Zapier. View and export all registered users on your domains Once you verify one or more domains, you'll be able to see a list of members that have Zapier accounts. In the left sidebar of your Settings page, under the Admin settings section, select Security and privacy . Under the Security section, click Domain management . Select the verified domain . For each member, you’ll be able to see whether they’ve confirmed their email address, enabled multi-factor authentication, joined your account, lifetime task usage, and the date they joined. To download a CSV of this list, click the cloud icon . You’ll be sent an email once your report is finished. Tip You can also export information about your account usage broken down by account member . Limitations Only owners and admins with one or more verified domains can use this feature. Domain insights are not available on Team plans. If you need further assistance, contact Support based on your plan . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/9775472454157-Different-field-types-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/9775472454157-Different-field-types-in-Zapier-Tables", "title": "Different field types in Zapier Tables", "help_title": "Different field types in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Different field types in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Different field types in Zapier Tables Updated May 29, 2026 18:17 Zapier Tables has different field types that provide features like formatting data or triggering Zap workflows. **Field name** **Features** AI Field Generate content based on values of other table fields using AI. Available on any Zapier paid plan . Button Clickable buttons that trigger or continue Zap workflows. Checkbox Clickable checkbox in a record. Currency Format numbers as a specific currency. Select from one of the available currencies, and if it should show decimals or not. Date &amp; Time Time and/or date field. You can define the format and timezone for each field. Dropdown List of items that can be selected. You can create the list items or select a different table as the source. Email Stores one valid email per record. JSON Store and validate JSON-formatted content. Link Hyperlink or hypertext field. Limited to 2,048 characters. Linked record A field that links to a record on a different table. Available on any Zapier paid plan . Long text Open text field with multiple rows for text entry. Limited to 10,000 characters. Number Integer or decimal field. Limited to 7 decimal digits. Text Open text field with a single row for text entry. Limited to 255 characters. Phone number Format numbers as phone numbers. Select from one of the available formats. Learn more about creating fields and working with Zapier Tables . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/13007162721293-Copy-and-paste-triggers-and-actions-across-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/13007162721293-Copy-and-paste-triggers-and-actions-across-Zap-workflows", "title": "Copy and paste triggers and actions across Zap workflows", "help_title": "Copy and paste triggers and actions across Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Copy and paste triggers and actions across Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Copy and paste triggers and actions across Zap workflows Updated May 29, 2026 18:19 If you have a trigger, action step, or path that you want to use in multiple Zap workflows, you can copy and paste that step or path across Zap workflows. You can also reorder or duplicate action steps and paths within a Zap . Copy and paste a trigger step To copy and paste a trigger across Zap workflows: In the Zap editor, click Edit Zap in the top right corner. Click the three dot icon next to your trigger. Select Copy from the dropdown menu. A notification window will appear at the bottom of the screen indicating that your trigger was copied to your clipboard. Navigate to the Zap where you want to paste your trigger. Click the three dot icon next to the trigger where you want to paste your copied trigger step. Click Paste to replace to delete the selected trigger and replace it with the copied trigger. Test your trigger . Copy and paste a single action step To copy and paste a single action step across Zap workflows: In the Zap editor, click Edit Zap in the top right corner. Click the three dot icon next to the action step you want to copy. Select Copy from the dropdown menu. A notification window will appear at the bottom of the screen indicating that your action step was copied to your clipboard. Navigate to the Zap where you want to paste your action step. Click the three dot icon next to the action step where you want to paste your copied action step. Click Paste below to paste the copied action step below the selected action step. Click Paste to replace to delete the selected action step and replace it with the copied action step. Test your action step . Note If you copy a Looping by Zapier step, the initial looping step and all subsection action steps will be copied. Copy and paste a path To copy and paste a path or path group across Zap workflows: In the Zap editor, click Edit Zap in the top right corner. Click the three dot icon next to the path or path group you want to copy. Select Copy from the dropdown menu. A notification window will appear at the bottom of the screen indicating that your path or path group was copied to your clipboard. Navigate to the Zap where you want to paste your path or path group step. Click the three dot icon next to the action step where you want to paste your copied action step. Click Paste below to paste the copied path or path group below the selected action step. Click Paste to replace to delete the selected action step and replace it with the copied action step. Test your action step . Note All action steps, paths, and filter conditions for that path or path group will be copied. Limitations You can only: Replace a single path with another single path. Replace a path group with another path group. Paste a path or path group at the end of a Zap. You cannot copy and paste steps: That use a private app connection that has not been shared with you. That use a private app that you don’t have access to. Between different Zapier accounts. Between different internet browsers. While using Firefox’s private mode. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/12899607716493-Create-an-API-Request-action", "final_url": "https://help.zapier.com/hc/en-us/articles/12899607716493-Create-an-API-Request-action", "title": "Create an API Request action", "help_title": "Create an API Request action", "slug": "_platform", "auth_signals": [], "text": "Create an API Request action &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions Create an API Request action Updated August 07, 2026 09:10 The API Request action allows you to make HTTP requests within the Zap editor. This is helpful if you want to create one-off actions in your Zap workflows. This article will guide you through how to set up an API Request action in your Zap workflows. Beta API Request action is a beta feature. It’s available for use, but still in active development and may change. Note The API Request action requires knowledge of how to send HTTP requests, APIs, and how to read API documentation. Zapier Support can provide basic troubleshooting for the Zapier API Request feature, but they cannot troubleshoot issues with the API you use. Prerequisites Check if the app supports API Request action . Know which endpoint from your API you need for your API request. 1. Choose the app and event In the Zap editor: In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select the app that will perform the action in your Zap. The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select API Request (Beta) . 2. Connect your account Click the Account field. A popup window will open. Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Once the connection is working, click Continue . Note API Request actions cannot be used with shared app connections . 3. Set up the API Request action Continue setting up your action by selecting what the action should do in the Configure tab. Select the Configure tab. Set up all required fields and any optional fields that you need for your workflow. Required fields have an asterisk after the field name. Required fields In the Stop on error field: If you select Yes the Zap will stop and error if the app returns an error code. This also enables automatic authentication refresh. If you select No the Zap will run successfully regardless of errors. This is the default setting. Learn more about error handling with API Request actions . Select an HTTP method from the dropdown menu. In the URL field, enter the full URL of the endpoint. Tip If you set the Stop on error field to “Yes”, you can set up custom error handling to define how the Zap should proceed if the API call returns an error. Optional fields Use the Query string parameters to refine the request. Any parameters added will be URL-encoded and appended to the URL when making the API request. Use the Additional request headers field to send extra information to your API. Header values must be text. Files are not supported. Use the Body field to pass a payload with the request. By default, Zapier sends the body as raw text. If your API expects a specific format, such as JSON, make sure the text is valid. The Body accepts text only. Files are not supported. Note If you add a URL containing parameters to the URL field, your request will ignore them. To add parameters, use the Query string parameters field. You do not need to add an authentication header. They're added automatically when you connect your app account. The Body and Additional request headers fields accept text only. If you map a file, Zapier sends only its reference, such as a URL, not the file itself. After filling in all required fields and any optional fields, click Continue to move to the final step. 4. Test the API Request action Click Test step . The Test tab shows whether Zapier can perform the action step successfully. To view the full response data for your request: In the Data out tab, find the Full Response Data field. Copy the URL and paste it into a new browser tab. Note If the Stop on error field is set to “Yes” and an error occurs, response data will not be returned. Learn more about API Request error handling . To protect sensitive data, the response logs will automatically redact information such as API keys or authentication tokens. Once you’ve set up your API Request action, you can either: Add another action step. Turn your Zap on by clicking Publish . For additional help, visit the Zapier Community's code and webhook resources . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/13295074298125-Use-the-audit-log-to-review-your-account-activity", "final_url": "https://help.zapier.com/hc/en-us/articles/13295074298125-Use-the-audit-log-to-review-your-account-activity", "title": "Use the audit log to review your account activity", "help_title": "Use the audit log to review your account activity", "slug": "_platform", "auth_signals": [], "text": "Use the audit log to review your account activity &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Use the audit log to review your account activity Updated May 29, 2026 18:17 In the Audit Log, you can monitor activities performed across your entire account so you can easily track changes. Available on plans: Free Professional Team Enterprise View account activity On the Audit Log page in your account settings, each log entry includes the following information: Activity : a summary of the account activity that was performed. Object : the specific asset, like a Zap, where the activity occurred. Performed by: the actor who performed the action. When Zapier performs the action, the performer is “Zapier System”. Date: the timestamp when the action occurred. The Audit Log displays the following actions in your account: Account Member added to account A new user was added to the account. Member logged in A user in the account logged onto Zapier. Member permissions updated A user's member permissions were changed. Member removed from account A user was removed from the account and no longer has access. Agents Agent created A user created an agent . Agent deleted A user deleted an agent. Agent instructions updated A user updated the instructions of an agent. Agent ownership transferred A user changed the agent's ownership . Agent enabled A user enabled an agent. Agent disabled A user disabled an agent. Agent tool added A user added a tool to an agent. Agent tool removed A user removed a tool from an agent. Pod created A user created a pod . Pod deleted A user deleted a pod. Asset sharing Asset shared A user shared an asset (Agent, Table, Folder, or Form) with other users in the account. Asset unshared A user stopped sharing an asset with other users. Asset share updated A user updated the sharing permissions for an asset. App migrations App migrated for connections Zapier migrated an app to a new version . During this process, your app connections were migrated too. Displays which version the app migrated to and how many connections were migrated. App migrated for Zap workflows Zapier migrated an app to a new version . During this process, affected steps in your Zap workflows were migrated too. Displays which version the app migrated to and how many Zap workflows were migrated. Billing and plan Plan changed The account's subscription plan was changed (e.g., upgraded or downgraded). Canvas Canvas created A user created a canvas . Canvas deleted A user deleted a canvas. Chatbots Chatbot created A user created a new chatbot . Chatbot updated A user updated a chatbot's name. Chatbot deleted A user removed a chatbot. Chatbot owner changed A user changed a chatbot's ownership . Connections Connection created A user connected their app account to Zapier. Connection deleted A user deleted their app connection. Connection owner changed A user transferred ownership of their app connection to another user in the account. Connection reconnected A user reconnected their app account to Zapier. Connection shared A user shared an app connection with other users in the account. Connection stale A connection expired and requires reconnection . Connection unshared A user stopped sharing an app connection. Human in the Loop Human in the Loop collected data A Human in the Loop step successfully collected data . Human in the Loop request approved A reviewer approved a Human in the Loop request . Human in the Loop request rejected A reviewer rejected a Human in the Loop request . Forms Form project created A user created a form project . Form project deleted A user deleted a form project. Form project updated A user made changes to a form project. Knowledge sources Knowledge source created A user created a knowledge source. Knowledge source deleted A user deleted a knowledge source. Knowledge source discarded A user deleted a knowledge source. Knowledge source restored Zapier restored a discarded knowledge source. Knowledge source updated A user changed an existing knowledge source. MCP MCP server created A user created an MCP server . MCP server deleted A user deleted an MCP server. MCP server updated A user deleted an MCP server. MCP tool added A user added a tool to a server . MCP tool removed A user removed a tool from a server. MCP tool updated A user updated a tool for a server. Tables Table created A user created a new table. Table deleted A user deleted their table. Table import started A user began importing data into a table . Table updated A user updated their existing table. Table view created A user created a new table view . Table view deleted A user deleted an existing table view . Table view updated A user updated an existing table view . Variables Global variable created A user created a new global variable . Global variable deleted A user deleted an existing global variable . Global variable updated A user edited an existing global variable . Zap workflows Zap approval request approved A super admin or owner approved a change request . Zap approval request cancelled A user cancelled their change request . Zap approval request denied A super admin or owner denied a change request . Zap approval request sent A user submitted a change request for approval. Zap created A user created a new Zap. Zap deleted A user deleted a Zap. Zap disabled A user turned off a Zap. Zap discarded A user deleted a Zap. Zap owner changed A user transferred ownership of their Zap to another user. Zap restored A user moved a Zap out of the trash. Zap switched off A user turned off a Zap. Zap switched on A user turned on a Zap with the existing version. Zap version enabled A user turned on a version of their Zap. Zap version published A user published a new version of their Zap. Limitations The Audit log is only available to users on Team and Enterprise plans . In Team accounts: You must be the owner of your account . You have access to the past 6 months of account activity. In Enterprise accounts: You must be a super admin or owner . You have access to the past 12 months of account activity. Learn more about the Audit Log in the Zapier Community . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14082162325133-Gain-visibility-with-the-account-wide-audit-log", "final_url": "https://help.zapier.com/hc/en-us/articles/14082162325133-Gain-visibility-with-the-account-wide-audit-log", "title": "Gain visibility with the account wide audit log", "help_title": "Gain visibility with the account wide audit log", "slug": "_platform", "auth_signals": [], "text": "Gain visibility with the account wide audit log &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Gain visibility with the account wide audit log Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. An account-wide audit log is now available to account owners and super admins on Team and Company plans. With the audit log, you can monitor activities performed across your entire account giving you insight into when: Zap workflows are created / deleted Zap workflows are published Zap workflows are turned on / off Zap workflows are deleted / restored Zap workflows change ownership Audit log offers more transparency into your team's account activities than ever before, so that you can rest assured that all your Zap workflows are running according to plan. Learn about how to use audit log for more visibility . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14094586364941-Restore-your-Zap-to-a-prior-version-with-version-rollback", "final_url": "https://help.zapier.com/hc/en-us/articles/14094586364941-Restore-your-Zap-to-a-prior-version-with-version-rollback", "title": "Restore your Zap to a prior version with version rollback", "help_title": "Restore your Zap to a prior version with version rollback", "slug": "_platform", "auth_signals": [], "text": "Restore your Zap to a prior version with version rollback &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Restore your Zap to a prior version with version rollback Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. In 2022, we released drafts , allowing you to make changes to your Zap without having to turn it off. We also released version preview , which allows you to annotate different versions to give yourself reminders about what you changed in your Zap workflows. Now, we're releasing the ability to roll back your Zap to a prior version for users on our Professional, Team, and Company plans. With version rollback, you'll be able to: Recover steps from prior version of your Zap Edit the recovered version With this latest update, you'll be able to quickly recover steps from a previous version of your Zap and feel more confident in making changes to your critical workflows. Learn more about how to create and roll back versions of your Zap workflows. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/13252390109197-How-to-get-started-with-Leap-AI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/13252390109197-How-to-get-started-with-Leap-AI-on-Zapier", "title": "How to get started with Leap AI on Zapier", "help_title": "How to get started with Leap AI on Zapier", "slug": "leap-ai", "auth_signals": ["api_key"], "text": "How to get started with Leap AI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Leap AI How to get started with Leap AI on Zapier Updated May 12, 2026 11:48 Leap AI and Zapier connect to automate your AI image generation workflows. You can generate images, train custom models, and integrate AI visuals into your automations. Prerequisites To use the Leap AI app on Zapier, you must have: A Leap AI account (free or paid). Free accounts include credits for limited usage. Find your Leap AI credentials To find your API key: Log into your Leap account. Click the API Keys tab. Create or copy an API key . Connect Leap AI to Zapier To create an app connection to Leap AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Leap AI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your Leap AI API key . Click Yes, Continue to Leap AI . Your Leap AI account is now successfully connected to Zapier. About Leap AI's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Run Workflow - Trigger an AI workflow. Retrieve Workflow Run - Retrieves a Workflow Run. Templates View all of Leap AI's templates Additional Leap AI resources Zapier's Leap AI integration page Leap AI website ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14094235454861-Retry-unsuccessful-payments-on-demand", "final_url": "https://help.zapier.com/hc/en-us/articles/14094235454861-Retry-unsuccessful-payments-on-demand", "title": "Retry unsuccessful payments on demand", "help_title": "Retry unsuccessful payments on demand", "slug": "_platform", "auth_signals": [], "text": "Retry unsuccessful payments on demand &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Retry unsuccessful payments on demand Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. It happens to the best of us - cards can fail and payments get declined. Now, if your payment fails on Zapier, you'll be able to take care of unsuccessful payments right away . (And don't worry - if you aren't able to take care of a payment right away, we'll alert you via email and keep trying to charge the payment method to three times every 72 hours.) Don't let a failed payment keep your Zap workflows from running! Now you can get back up to speed quickly when you need to. Learn more about how to retry your payments on Zapier. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14095911742861-Customize-your-action-error-notifications", "final_url": "https://help.zapier.com/hc/en-us/articles/14095911742861-Customize-your-action-error-notifications", "title": "Customize your action error notifications", "help_title": "Customize your action error notifications", "slug": "_platform", "auth_signals": [], "text": "Customize your action error notifications &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Customize your action error notifications Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. More Zap workflows can sometimes mean more errors. Some Zap workflows are mission-critical and you need to be alerted if anything goes wrong right away, while others can wait. Previously, there wasn’t granularity for customizing notifications for errors that occur in your action steps. But now, users on Pro, Team, and Company plans can customize error notifications on a Zap-by-Zap basis. Choose to get error notifications for your Zap workflows immediately or in an hourly summary Or, choose the \" Never \" setting for Zap workflows that you don't ever need alerts for Users on Free and Starter plans can set a default rule that will apply to all Zap workflows Give it a try and get alerted about your most important Zap workflows on a cadence that works best for you. Create and edit your custom error notifications here! Or, learn more about how to manage notifications if errors occur in your Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14096419802509-Diagnose-your-webhook-responses-with-improved-troubleshooting", "final_url": "https://help.zapier.com/hc/en-us/articles/14096419802509-Diagnose-your-webhook-responses-with-improved-troubleshooting", "title": "Diagnose your webhook responses with improved troubleshooting", "help_title": "Diagnose your webhook responses with improved troubleshooting", "slug": "_platform", "auth_signals": ["premium"], "text": "Diagnose your webhook responses with improved troubleshooting &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2023 Diagnose your webhook responses with improved troubleshooting Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Webhooks by Zapier allow you to send automated messages between apps. They often play a huge role in your workflows, but previously were a bit harder to troubleshoot. We heard your request, and it's now possible to view raw webhook responses for actions in the Editor and in Task History, to help you more accurately set up or troubleshoot your Zap workflows. Improved webhooks troubleshooting is available to all our customers on paid plans. (Webhooks by Zapier is a Premium app available to Starter, Pro, Team, and Company plans.) New to webhooks? Get started here. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14096131608461-Run-more-private-apps-steps-with-an-increased-throttle-limit", "final_url": "https://help.zapier.com/hc/en-us/articles/14096131608461-Run-more-private-apps-steps-with-an-increased-throttle-limit", "title": "Run more private apps steps with an increased throttle limit", "help_title": "Run more private apps steps with an increased throttle limit", "slug": "_platform", "auth_signals": [], "text": "Run more private apps steps with an increased throttle limit &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2023 Run more private apps steps with an increased throttle limit Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We know that the private apps you build and maintain for your internal use can be a critical part of your team's workflows. Private apps built by customers on Team and Company plans will now have an increased throttle limit . Previously, all private apps were limited to 100 calls / 60 seconds. However, for private apps built by a team member on a Team or Company plan, we've increased that limit to 5000 calls / 60 seconds . More calls per second = more power for your workflows.&nbsp; Learn more about rate limits and throttling in Zapier. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14166919366413-Run-more-Code-by-Zapier-steps-with-increased-timeouts-and-throttle-limits", "final_url": "https://help.zapier.com/hc/en-us/articles/14166919366413-Run-more-Code-by-Zapier-steps-with-increased-timeouts-and-throttle-limits", "title": "Run more Code by Zapier steps with increased timeouts and throttle limits", "help_title": "Run more Code by Zapier steps with increased timeouts and throttle limits", "slug": "_platform", "auth_signals": [], "text": "Run more Code by Zapier steps with increased timeouts and throttle limits &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2023 Run more Code by Zapier steps with increased timeouts and throttle limits Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. If you're powering your workflows with Code by Zapier , users on Pro, Team, and Company plans will now be able to run 225 calls / 10 seconds. (That's up 200% from the previous limit of 75 calls / 10 seconds.) We've also increased the script timeout length from 10 seconds to 30 seconds for Pro, Team, and Company plans. (Starter plans will continue to have access to 10 second script runtime.)&nbsp; That means more power for your most critical workflows. Learn more about rate limits and throttling in Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14278412563853-Share-app-connections-within-the-Zap-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/14278412563853-Share-app-connections-within-the-Zap-editor", "title": "Share app connections within the Zap editor", "help_title": "Share app connections within the Zap editor", "slug": "_platform", "auth_signals": [], "text": "Share app connections within the Zap editor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Share app connections within the Zap editor Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. If you're anything like us, you find yourself in a bit of a flow state when you're building your Zap workflows: if you were building a Zap and wanted to share an app connection, your only option previously was to do this from the My Apps page. Now, when you're working with your app connections from within the Zap Editor, you can choose right away whether you'd like to share that app connection with your team. This feature is built for teams using Zapier together: users on Team and Company plans can now easily share that app connection with another teammate - right from the Zap editor. Your shared connections will still be editable and visible under the My Apps page, but now you won't have to stop your Zap-building flow in order to make sure that other teammates you specify have the right level of access to your app authentications. Learn more about sharing app connections with your team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14166765028749-Copy-and-paste-steps-between-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/14166765028749-Copy-and-paste-steps-between-Zap-workflows", "title": "Copy and paste steps between Zap workflows", "help_title": "Copy and paste steps between Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Copy and paste steps between Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2023 Copy and paste steps between Zap workflows Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. If you have a trigger, action step, or path that you want to use in multiple Zap workflows, you can now copy and paste that step or path across different Zap workflows . (This is in addition to being able to duplicate and reorder action steps or paths with a Zap .) You can copy and paste from within the Zap editor, or the Zap editor outline - just click the three dots icon and choose your option from the dropdown menu. This will: Allow you to create a step once and not have to build it again Reuse steps across Zap workflows that take similar actions Make your Zap creation faster and less prone to error Learn more about how to copy and paste triggers and actions across your Zap workflows. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15036393994125-Simplify-your-Zapier-invoice-management-with-Tax-IDs", "final_url": "https://help.zapier.com/hc/en-us/articles/15036393994125-Simplify-your-Zapier-invoice-management-with-Tax-IDs", "title": "Simplify your Zapier invoice management with Tax IDs", "help_title": "Simplify your Zapier invoice management with Tax IDs", "slug": "_platform", "auth_signals": [], "text": "Simplify your Zapier invoice management with Tax IDs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2023 Simplify your Zapier invoice management with Tax IDs Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Managing invoices can be a challenge for any team, but we've made an update to your Zapier account that will help you manage your Zapier invoices so you can focus on what matters - automating your work. It is now possible to input your country to tax residency and your Tax ID, such as VAT, GST, and HST, in your Zapier invoices, all in separate fields under the Invoice information section. When you provide your tax information, it will automatically be applied to all past and future invoices in your Zapier billing history. We hope this adjustment makes it easier for you to use your invoices for tax credit and accounting purposes. Need to do some housekeeping on your Zapier billing? Learn how to update your billing information . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14167213721997-Drag-and-drop-Zap-workflows-into-folders", "final_url": "https://help.zapier.com/hc/en-us/articles/14167213721997-Drag-and-drop-Zap-workflows-into-folders", "title": "Drag and drop Zap workflows into folders", "help_title": "Drag and drop Zap workflows into folders", "slug": "_platform", "auth_signals": [], "text": "Drag and drop Zap workflows into folders &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2023 Drag and drop Zap workflows into folders Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We're introducing more ways to move your Zap workflows so that you and your team can stay organized as you automate. In addition to moving a single Zap or multiple Zap workflows using the three dot icon, you can now also select a Zap that you want to drag and drop to move into a new folder . Here's how: Select the checkbox next to each Zap you want to move. Hover over one of the Zap workflows. The mouse arrow will convert to a gloved hand, indicating that you can grab an item. Click and hold one of the Zap workflows, then drag it to another folder. When you hover over the folder, it will highlight to indicate the new folder destination. Release the mouse to finish moving the Zap(s) to the folder. Learn more about how to organize your Zap workflows with drag and drop. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14230420160269-Choose-your-Zap-workflows-flood-protection-limit", "final_url": "https://help.zapier.com/hc/en-us/articles/14230420160269-Choose-your-Zap-workflows-flood-protection-limit", "title": "Choose your Zap workflows flood protection limit", "help_title": "Choose your Zap workflows flood protection limit", "slug": "_platform", "auth_signals": [], "text": "Choose your Zap workflows&#39; flood protection limit &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Choose your Zap workflows&#39; flood protection limit Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. When Zapier receives a large amount of data from a trigger all at once (more than 100 records), we have some guardrails in case those trigger events were received by accident. This is known as flood protection : When flood protection gets activated, we'll hold your tasks for you - so you can decide later whether you want to play them or not. We think this is a handy feature, but sometimes you just know you're going to get a large amount of trigger data on a regular basis, and you really need your Zap workflows to keep running anyway. Now, users on our Company plan can adjust Flood protection limits on a Zap-by-Zap basis . With this latest feature, you'll be able to decide how many new records can be sent to your trigger at once before tasks are held. Choose from the default account setting (100) up to a maximum of 1500 records. We hope this will help you keep your most time-sensitive tasks running! Learn more about rate limits and throttling in Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15279018245901-How-pay-per-task-billing-works-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15279018245901-How-pay-per-task-billing-works-in-Zapier", "title": "How pay per task billing works in Zapier", "help_title": "How pay per task billing works in Zapier", "slug": "_platform", "auth_signals": [], "text": "How pay-per-task billing works in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing How pay-per-task billing works in Zapier Updated August 15, 2026 09:48 Pay-per-task billing allows you to keep running your business-critical Zap workflows if you reach your plan's task limit before the end of the billing cycle. This feature is only available on paid Zapier plans . Only the account owner can enable or disable pay-per-task billing on Professional and Team plans. On Enterprise plans, account owners and super admins can change this setting, except in certain cases . Available on plans: Free Professional Team Enterprise How to get access to pay-per-task billing You do not need to do anything to use pay-per-task billing. This feature is enabled by default if you joined Zapier after January 2024. If you joined before this date, you may need to opt into this feature. What to do if pay-per-task is not enabled on your account In some legacy Zapier plans, you may need to enable pay-per-task billing before you can use it. Visit the Billing and usage page of your account. Click the Billing settings tab. Click the Enable pay-per-task button. Click Update your plan . If you cannot find this button within your account, the feature is enabled by default. How pay-per-task billing works If you exceed your plan's task limit, you'll automatically switch to pay-per-task billing for the remainder of your pay period, so your Zap workflows stay on. Your pay-per-task rate depends on your plan and billing cycle type. Check your Billing settings for the exact rate. You can review extra task usage on the Billing and usage page . The additional task usage counter will only be displayed when pay-per-task is enabled or if your account has had additional task usage. Limit on pay-per-task usage Zap workflows will stop running if your account reaches the maximum pay-per-task usage amount. This is set at 3 times your plan's task limit, which includes your plan allocation and optional pay-per-task usage. Example If you're on a Professional 750 plan, your maximum task limit consists of 750 tasks from your normal task limit, plus 1500 tasks from your pay-per-task limit. This gives you a maximum task limit of 2250 tasks. 750 tasks (normal task limit) + 1500 tasks (pay-per-task limit) = 2250 tasks (maximum task limit) Opt out of pay-per-task billing You can disable this feature in your account if you want your Zap workflows to stop running once you reach your plan's task limit. Visit the Billing and usage page of your account. Click the Billing settings tab. In the Per-task billing section, click the toggle to turn it off. Pay-per-task will stop being used immediately. Any usage accrued before turning the feature off will be added to your next invoice. Limitations on pay-per-task billing usage Depending on when your account was created, there may be limitations on who can change this option. For accounts created before June 2025: Professional and Team plans: Only the account owner can enable or disable pay-per-task billing. Enterprise plan: Account owners and super admins can enable or disable pay-per-task billing. For accounts created after June 2025: Professional and Team plans: Only the account owner can enable or disable pay-per-task billing. Enterprise plan: Contact your account manager to disable pay-per-task billing. Pay-per-task toggle not visible If you cannot find the Enable pay-per-task button or the Per-task billing toggle: You're not the account owner: On Professional and Team plans, only the owner can change pay-per-task settings. Ask the owner to sign in and make this change, or transfer ownership if needed. You might be on the wrong account: If you use multiple Zapier accounts, open the account menu and confirm you are in the account where you manage billing. The Enterprise account was created after June 2025: Disabling pay-per-task may require help from your account manager. Next steps Learn how task usage is measured in Zapier . Find out how to select the right plan . Need help deciding? Contact our sales team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14167175792909-Decide-how-your-Zap-handles-errors-with-advanced-settings", "final_url": "https://help.zapier.com/hc/en-us/articles/14167175792909-Decide-how-your-Zap-handles-errors-with-advanced-settings", "title": "Decide how your Zap handles errors with advanced settings", "help_title": "Decide how your Zap handles errors with advanced settings", "slug": "_platform", "auth_signals": [], "text": "Decide how your Zap handles errors with advanced settings &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2023 Decide how your Zap handles errors with advanced settings Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We're introducing more options for how Zapier handles your Zap runs when it encounters an error, available to customers on Company plans. Autoreplay Autoreplay works to retry any failed steps in a Zap run and is available as an account-wide setting to Professional Plans and higher. Now, Zapier for Company customers will now be able to override their account-wide Autoreplay settings. On a per-Zap basis, you can choose from: Your default account settings Always Replay Never Replay Error Setting Override By default, Zapier automatically pauses a Zap if it hits an error 95% or more percent of the times that it has run in the last 7 days. However, sometimes you expect a Zap to error and want it to proceed anyway. Zapier for Companies customers will also have the ability to choose to keep the Zap running even if it errors. You can choose from: Turn off if errors occur (recommended) : this is the default setting for all Zap workflows in your account. Keep running if errors occur : this allows you to override the default setting so the Zap stays on even if it errors repeatedly. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14096700504717-Make-raw-HTTP-requests-with-API-Request-actions-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/14096700504717-Make-raw-HTTP-requests-with-API-Request-actions-Beta", "title": "Make raw HTTP requests with API Request actions Beta", "help_title": "Make raw HTTP requests with API Request actions Beta", "slug": "_platform", "auth_signals": [], "text": "Make raw HTTP requests with API Request actions (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Make raw HTTP requests with API Request actions (Beta) Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Even with thousands of apps, triggers, and actions available on Zapier, sometimes you want your Zap to perform an action that isn't yet available \"out of the box.\" We're introducing API requests as a beta feature, currently available for 127 apps that now offer \"API Request\" as an action. This allows you to make raw HTTP requests within the Zap editor . With an API request, you can: Create your own actions if an app on Zapier doesn't offer what you need. Use your personal app connection accounts to automatically set the authentication header. View full API responses. Learn how to set up your API request action. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14709128297613-Rename-reconnect-and-test-your-app-connections-from-the-Zap-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/14709128297613-Rename-reconnect-and-test-your-app-connections-from-the-Zap-editor", "title": "Rename reconnect and test your app connections from the Zap editor", "help_title": "Rename reconnect and test your app connections from the Zap editor", "slug": "_platform", "auth_signals": [], "text": "Rename, reconnect, and test your app connections from the Zap editor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2023 Rename, reconnect, and test your app connections from the Zap editor Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Last month, we released the ability to share your app connections within the Zap editor . This month, we're continuing to expand the ways you can interact with your apps' auths while building your Zap. With this most recent update, you'll be able to: Test your app connection Reconnect your app connection Rename your app connection You'll also have the ability to view the Zap workflows where these auths are used, all right from the Zap editor. And note, it's still possible to manage your app connections from your My apps page. Learn more about connecting your app accounts to Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15406374106765-Modify-large-data-for-your-AI-prompts", "final_url": "https://help.zapier.com/hc/en-us/articles/15406374106765-Modify-large-data-for-your-AI-prompts", "title": "Modify large data for your AI prompts", "help_title": "Modify large data for your AI prompts", "slug": "_platform", "auth_signals": [], "text": "Modify large data for your AI prompts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Modify large data for your AI prompts Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise Beta The Split Text into Chunks for AI Prompts action is in beta and is subject to change. When using large language models (LLMs) with large data sets, you may reach token limits. Large data sets can be anything from documents to website pages. You can use Formatter’s Split Text into Chunks for AI Prompts to break up your data into smaller chunks to use with AI apps. These chunks are based on your input data, model type, prompt, and response size. Then you can then run each chunk separately in your Zap. Note The Split Text into Chunks for AI Prompt action supports English text only and may behave unpredictably with non-English text. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select Split Text into Chunks for AI Prompts . In the Input field, manually enter the string you want to transform or map a field from a previous step. (Optional) In the Prompt field, enter the prompt you intend to use in your AI step. This will help Formatter estimate how large each chunk should be. The prompt is not included in the chunks. (Optional) In the Response Size field, select the maximum response size. This is the expected size of your response in tokens. Use 0 to apply no limit. In the Chunk Size field, select a chunk size based on the token limits of popular AI models. Alternatively, use a custom value to set a custom token limit. For reference, about 75 words make up 100 tokens. In the Output Style field, select a text format for your output: Line items : each chunk is returned as a single item in a series of line items. This is the default. Separate fields: each chunk is returned as a separate, mappable field . Click Continue to continue to the Test tab. Tip OpenAI’s best practices recommend a maximum response of 256 tokens. 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. 4. Loop your text chunks Use Looping by Zapier to run each chunk through your AI prompt. Looping by Zapier will create a loop to run a set of actions more than once. Learn more about using Looping by Zapier to: Create loops from line items Create loops from text After you’ve set up your looping step, you can send your text chunks to the AI app of your choice. Chunk example: summarize web page content You can use this Zap template to learn how to set up chunking in a Zap. In this template: The web page URL triggers the Zap from an email trigger. Digest by Zapier is used for storing chunk summaries. Delay by Zapier is used for ensuring chunks are summarized in order. The Delay and Digest steps use an ID field ( Raw Date ) to reference the Digest and Delay for the specific Zap run from the trigger. If you change your trigger, you must replace the ID field. This field should be unique each time the Zap runs. The OpenAI steps are set to default parameters, and the prompt is for summarizing text. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15506169096845-Use-Formatter-s-newest-transform-to-avoid-token-limits-when-using-large-data-sets-with-AI-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/15506169096845-Use-Formatter-s-newest-transform-to-avoid-token-limits-when-using-large-data-sets-with-AI-Beta", "title": "Use Formatter s newest transform to avoid token limits when using large data sets with AI Beta", "help_title": "Use Formatter s newest transform to avoid token limits when using large data sets with AI Beta", "slug": "_platform", "auth_signals": [], "text": "Use Formatter’s newest transform to avoid token limits when using large data sets with AI (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Use Formatter’s newest transform to avoid token limits when using large data sets with AI (Beta) Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Hey Zapier users! We're excited to introduce a new feature to help you work with AI large language models (LLM) and large data sets more efficiently: Formatter's Split Text into Chunks for AI Prompts transform. Use it in your Zap workflows when dealing with large data sets like documents or website pages. It intelligently breaks your input into chunks based on input data, model type, prompt, and response size. Then, you can run each chunk separately in your Zap to avoid hitting token limits. This feature makes it easier than ever to handle large data sets in your Zap workflows, giving you more control and flexibility. Give it a try and see how it streamlines your workflows! Learn more about using Split Text into Chunks for AI Prompts . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15406083674509-Use-a-static-IP-address-to-connect-to-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/15406083674509-Use-a-static-IP-address-to-connect-to-Zapier", "title": "Use a static IP address to connect to Zapier", "help_title": "Use a static IP address to connect to Zapier", "slug": "_platform", "auth_signals": [], "text": "Use a static IP address to connect to Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Use a static IP address to connect to Zapier Updated August 10, 2026 10:41 A static Internet Protocol (IP) address provides a consistent IP address that all of your Zapier traffic is guaranteed to come from. It's useful if you have a server with a firewall or that only receives connections from specific IP addresses, like an allowlist. This article covers which apps support static IP and what IP addresses to add to your allowlist. Available on plans: Free Professional Team Enterprise Apps that support static IP Static IP is enabled for: Airtable Amazon Redshift API by Zapier Azure OpenAI Citrix ShareFile ConnectWise Manage Databricks Deskpro EasyFTP GitHub GitLab Google AI Studio (Gemini) Google BigQuery Gravity Forms Intercom Jira Software Server Joblogic Kintone Linear Looker Magento 2.X Mailgun MCP Client by Zapier MemberPress Microsoft Dynamics Business Central Microsoft Outlook PayStack QuickBooks Online Salesforce SFTP by Zapier SMTP by Zapier Snowflake Stripe SugarCRM Syncro TOPdesk Voiceshot Webhooks by Zapier WooCommerce WordPress Workbooks CRM Some database apps have separate connection instructions: PostgreSQL , MySQL , and SQL Server (MSSQL) . Add IP addresses to allowlist You can add these IP addresses to your allowlist if you are using one of the listed public apps above or have static IP enabled for a private app. 44.214.195.64/28 (us-east-1) 18.246.81.208/28 (us-west-2) /28 is the Classless Inter-Domain Routing (CIDR) block, representing 16 IP addresses. If you cannot enter a CIDR block, you must manually add each IP address within the us-east-1 and us-west-2 range. 44.214.195.64 to 44.214.195.79 (us-east-1) 18.246.81.208 to 18.246.81.223 (us-west-2) Note If you are on the Zapier Free plan and add the IP addresses listed above, your traffic will not be routed through a static IP. Request static IP for other apps Static IP is not yet available for all public apps . To request support for a public app, contact our Support team . For private apps , you can enable this feature by contacting our Support team . App owners and developers: Learn more about enabling the static IP feature on your app . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/14354879306893-Export-and-audit-all-members-on-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/14354879306893-Export-and-audit-all-members-on-your-Zapier-account", "title": "Export and audit all members on your Zapier account", "help_title": "Export and audit all members on your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Export and audit all members on your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2023 Export and audit all members on your Zapier account Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We know it's important for you to have visibility into the activity on your Zapier account. That's why account owners, super admins, and admins on Zapier's Team and Company plans will now have self-serve access to export and audit all of the members on their account.&nbsp; With our new Export Member data option, you will be able to:&nbsp; See a list of all your account members Find out who the your top members are by Zap count and by task usage Gain more visibility into your account Interested in bringing team members on board and automating more work? Learn more about how to manage your Zapier for Companies or Zapier for Teams accounts.&nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15666606859661-Customize-your-trigger-error-notifications", "final_url": "https://help.zapier.com/hc/en-us/articles/15666606859661-Customize-your-trigger-error-notifications", "title": "Customize your trigger error notifications", "help_title": "Customize your trigger error notifications", "slug": "_platform", "auth_signals": [], "text": "Customize your trigger error notifications &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Customize your trigger error notifications Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Now, you can customize how often you get notified about errors that occur in your Zap workflows' triggers! Users on any plan can easily set trigger error notifications to: Never: you won’t receive any notifications. Repeated: receive a notification only after multiple errors occur. Always: receive a notification for each error that occurs in a Zap trigger or action. Only Zapier Manager Trigger : receive a notification only if you have a Zap that uses Zapier Manager to notify you. Take back control of your inbox, but keep your peace of mind! Learn more about how to customize your trigger error notifications . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15677288383885-Effortlessly-write-custom-code-in-your-Zap-workflows-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/15677288383885-Effortlessly-write-custom-code-in-your-Zap-workflows-Beta", "title": "Effortlessly write custom code in your Zap workflows Beta", "help_title": "Effortlessly write custom code in your Zap workflows Beta", "slug": "_platform", "auth_signals": [], "text": "Effortlessly write custom code in your Zap workflows (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Effortlessly write custom code in your Zap workflows (Beta) Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We're excited to announce a new feature to make customizing your workflows even easier: Code with AI. Now you can: Generate JavaScript or Python code for your Zap without writing a single line of code. Use plain language in your prompt, no technical jargon required. Edit your AI-generated code manually anytime for fine-tuning. Simply describe what you'd like to do in your Code step, and Code with AI will generate the code for you. If it's not perfect, don't worry – you can keep generating until it's just right. Give Code with AI a try today and experience seamless workflow customization like never before! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15705185924621-Generate-Zap-outlines-using-natural-language-and-the-power-of-AI-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/15705185924621-Generate-Zap-outlines-using-natural-language-and-the-power-of-AI-Beta", "title": "Generate Zap outlines using natural language and the power of AI Beta", "help_title": "Generate Zap outlines using natural language and the power of AI Beta", "slug": "_platform", "auth_signals": [], "text": "Generate Zap outlines using natural language and the power of AI (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Generate Zap outlines using natural language and the power of AI (Beta) Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Introducing our new AI-powered Zap builder! 🚀 Now you can create outlines of your Zap workflows more quickly, by using your own words. To get started, just describe your desired automation in plain language, like \"When X happens, do Y, then do Z.\" No need for technical jargon! Let us know what you want to automate, and it'll draft a Zap for you to customize. You can find the AI-powered Zap Builder at the top of your dashboard and in the Zap editor. Give this beta feature a try today and watch your workflows come to life with just a few words! Learn more about using the AI-powered Zap builder . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15703650952077-Use-the-power-of-AI-to-generate-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/15703650952077-Use-the-power-of-AI-to-generate-Zap-workflows", "title": "Use the power of AI to generate Zap workflows", "help_title": "Use the power of AI to generate Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use the power of AI to generate Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Use the power of AI to generate Zap workflows Updated May 29, 2026 18:20 Zapier Copilot is an AI-powered assistant that you can use to help you create and edit a Zap. Describe the workflow you want, and Zapier Copilot will create a basic outline of a trigger and one or more actions, then help you configure, test, and refine each step. It can also help you use and discover other Zapier products. You can use Zapier Copilot to: Build a Zap outline for you. Build your Zap one step at a time by continuing to prompt it to add new steps. Add or replace steps in your Zap. Edit previously published Zap workflows. Suggesting values for fields in a step. Explain what the fields you see in a step do. Available on plans: Free Professional Team Enterprise Beta This feature is in open beta release. It’s available for use but is still in active development and may change. Build with Zapier Copilot To begin: In a new Zap, at the top of the Zap editor, describe your desired workflow in the Zapier Copilot prompt box. (Optional) Click the microphone icon to use voice recognition to dictate your workflow. (Optional) Click the file icon to attach an image or file. Click the dropdown menu icon to expand the dropdown menu. Select either: Auto-build : Zapier Copilot will automatically set up as much of your Zap as possible. This is the default. Ask as you build : Zapier Copilot will ask you to confirm its suggestions before it takes action. Click Start Building . This will expand the Zapier Copilot sidebar on the left. Examples You can enter prompts like: When a customer makes a payment in QuickBooks, find the customer's open deal in HubSpot, then mark it as closed. If someone posts in Discord, send me a notification in Slack. New Google Sheets row Send Gmail email. Use auto-build feature When you use auto-build, each time you prompt Zapier Copilot, it will automatically build as much of your Zap for you as it can. For each step, it will auto-populate: Apps and action events. A connected app account if one already exists. Field values, including mapped fields . As it builds, Zapier Copilot will summarize its actions in the left sidebar. If you want more details about its logic, click to expand Show reasoning . The left sidebar will also provide instructions for items it cannot perform on your behalf. You must complete them to finish the Zap. You can refine your workflow at any time by chatting with Zapier Copilot in the prompt box at the bottom of the left sidebar. Press the enter key on your keyboard or click the send icon to have Zapier Copilot complete your request. When you're done, click Publish in the top right corner to turn your Zap on. Use ask as you build feature When you use ask as you build, Zapier Copilot will make suggestions for you, but it will not perform any actions without your confirmation. For each step, it will suggest: Steps, apps, and action events. A connected app account if one already exists for the app used in a step. Field values, including mapped fields . Zapier Copilot will display suggestions in the left sidebar. It will also provide instructions for items it cannot perform on your behalf. You must complete them to finish the Zap. You can refine your workflow at any time by chatting with Zapier Copilot in the prompt box at the bottom of the left sidebar. Press the enter key on your keyboard or click the send icon to have Zapier Copilot complete your request. When you're done, click Publish in the top right corner to turn your Zap on. Manage Zapier Copilot Create checkpoints You can create a checkpoint in your Zapier Copilot flow by clicking the clock at the top of the Zapier Copilot sidebar. Checkpoints allow you to save a version of your Zap at that point in the Zapier Copilot flow so you can revert your workflow back to the state it existed in at that checkpoint. To revert, click Revert at the checkpoint. A dialog box will appear. Review and compare the checkpoint version of your workflow against the current version of your workflow. Click Cancel to keep the current version. Click Revert to revert to the checkpoint version. Note When you revert back to a checkpoint, you will not be able to revert to any other previous checkpoints until you add a new checkpoint. Rate Zapier Copilot’s helpfulness To rate the helpfulness of Zapier Copilot’s response at any step, hover over the step to reveal additional icons, then: Click the thumbs up icon to give positive feedback or the thumbs down icon to give negative feedback. A dialog box will open. In the Add a comment to help us improve field, enter your comments . Click Send comment . The dialog box will close. Clear your chat To clear your Zapier Copilot chat: Click the settings icon at the top of the Zapier Copilot sidebar. A dropdown menu will appear. Select Clear chat . Close Zapier Copilot To close Zapier Copilot, click the X icon at the top of the Zapier Copilot sidebar. You can reopen Zapier Copilot at any time by clicking the Zapier Copilot icon at the bottom of the left sidebar. Tips Describe your workflow using plain language like “When X happens, do Y, then do Z.” You do not need to use technical language. If you know which apps, triggers, or actions you want to use, include those in your prompt for better results. While Zapier Copilot is running, you can click the stop icon at the bottom of Zapier Copilot’s sidebar to stop it. Limitations Zap workflows are limited to 100 steps, including all steps within paths. If you need more than 100 steps, you can separate your Zap into multiple Zap workflows. During a free trial , only the first 30 steps of a Zap will run. Each action step has a limit of 1,000 fields. This includes fields like Name and Email Address that are standard in your app and custom fields that you create in your app. If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions , you must request their approval before the Zap can be published. Zapier Copilot will auto-select app connections for you based on the following logic, in descending order: Any app connection that matches the email address associated with your Zapier account. Your most commonly used app connection if you have more than one for an app. Any app connection that you have access to. If no app connection matches any of the above, Zapier Copilot will prompt you to connect your app account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15700915877133-Set-up-custom-polling-intervals-in-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/15700915877133-Set-up-custom-polling-intervals-in-your-Zap-workflows", "title": "Set up custom polling intervals in your Zap workflows", "help_title": "Set up custom polling intervals in your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Set up custom polling intervals in your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Set up custom polling intervals in your Zap workflows Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've got another exciting feature headed your way that gives you more control over your Zap workflows. Now, you can set custom polling intervals for each Zap, allowing you to decide how often it checks for new information. If you're on an Enterprise plan, you can choose to: Keep the default 1-minute polling interval, or Adjust the interval in 1-minute increments, up to 15 minutes. This let you run your Zap workflows that use polling triggers when you want to. Enjoy the added flexibility! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15721386410765-Zapier-Tables-usage-limits", "final_url": "https://help.zapier.com/hc/en-us/articles/15721386410765-Zapier-Tables-usage-limits", "title": "Zapier Tables usage limits", "help_title": "Zapier Tables usage limits", "slug": "_platform", "auth_signals": [], "text": "Zapier Tables usage limits &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Zapier Tables usage limits Updated June 22, 2026 15:48 Zapier Tables have specific limits that affect the number of tables, records, or fields you can create. Certain field types also have limits on how much information they can store. Field-related limits A field-related limit affects a specific field type. Field type Limit Text 255 characters Long Text 10,000 characters Decimal 7 decimal digits Link 2,048 characters Learn more about table field types . Plan-related limits Each plan has specific limits to the number of records per table. You can increase the limits and use advanced features by upgrading to different Zapier plans. Learn more about the specific limits for each paid plan . Usage visibility All users on current plans can view their Zapier Tables record usage. Your account-wide record usage against your plan limits is shown in the bottom-right corner of the table view. Advanced features The following advanced features of Zapier Tables are only available with Zapier's paid plans : AI Fields . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15720961080717-Use-the-Button-field-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/15720961080717-Use-the-Button-field-in-Zapier-Tables", "title": "Use the Button field in Zapier Tables", "help_title": "Use the Button field in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Use the Button field in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Use the Button field in Zapier Tables Updated May 29, 2026 18:17 Button fields in Zapier Tables allow you to trigger Zap workflows or run actions within a Zap from a table by clicking a button. Each button acts only on the record it’s related to. Available on plans: Free Professional Team Enterprise Tip Zapier tasks used by Tables do not count toward your account's task usage . Trigger Zap Continue Zap Trigger Zap This type of button sends the specific record to a Zap as a trigger. From the Tables home , click the name of your table . Click the Add field icon on the right side of a table. Select the Button field type . A sidebar will open. In the Name field, enter a name for the field . In the Default Button Label field, enter a label . (Optional) Click the Default State dropdown menu to change the initial state of the button, between enabled or disabled . (Optional) Select the Disable button when clicked checkbox to prevent a button from being clicked more than once. You can still re-enable the button manually. Click Create . The sidebar will close. Click the label Set up button that will appear on the field. The Edit field sidebar will open to the Zap workflows tab. Click + Create . A dialog box will open. Click Configure your automation . A new browser window or tab with a pre-populated Zap will open. You can set up your Zap trigger and any other actions . Continue Zap This button starts an action to a Zap. You can define up to two different actions for the same field. From the Tables home , click the name of your table . Click the Add field icon on the right side of a table. Select the Button field type . A sidebar will open. In the Name field, enter a name for the field . In the Type of Button dropdown menu, select Continue Zap . Enter a Primary Button Label for the button. If using a second action, enter a Secondary Button Label . Click Create . The sidebar will close. Click the label Set up button that will appear on the field. The Edit field sidebar will open to the Zap workflows tab. Click + Create . A dialog box will open. Click Configure your automation . A new browser window or tab with a pre-populated Zap will open. You can set up your Zap trigger and any other actions . Note The Continue button can only be used after the record has been sent to a Zap . Before the record is sent, the button will say \"Send to Zap\", instead of showing the options to continue the Zap. Enable and disable buttons Individual buttons can be re-enabled and disabled by the table owner and editors. This allows you to change the state without triggering or continuing a Zap. To re-enable or disable a button: Right-click the button for the specific record you want to change. If the button is enabled, select the option Disable button . If the button is disabled, select the option Enable button . Tip You can change the state of a trigger button (to enable or disable it) through a Zap using the Change Button State action. This does not trigger the Zap, it only updates the button's state and label. Get information about the button status Button fields can show additional information about the button status through their label or by hovering over the button. The button requires setup If you created a button field (either to trigger or continue a Zap) but did not set up a Zap for it, the button will show the Set up button label. You can click the label to start the Zap setup. Once the Zap is ready, the button will show the label you created. Know when a button was last clicked If you hover over an existing button, you can see information about who last clicked the button, along with the time and date. If the button was never clicked, you'll see the message \"Not clicked yet\" when hovering over it. The last clicked option will be highlighted if your Continue Zap button field has a secondary label. Continue button information You can also find out if a record has already continued a Zap or if it was created before a Zap was active by hovering over the specific button. Tip You can also create Zap workflows that automatically add information to a table from another app or start a workflow when there's a new or updated record. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15596916300429-Why-are-old-items-triggering-my-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/15596916300429-Why-are-old-items-triggering-my-Zap", "title": "Why are old items triggering my Zap", "help_title": "Why are old items triggering my Zap", "slug": "_platform", "auth_signals": [], "text": "Why are old items triggering my Zap? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Why are old items triggering my Zap? Updated August 20, 2025 13:59 In rare cases, a polling trigger cannot recognize that an item is not new, so it triggers the Zap from previously seen information. This can happen when: Tab 1 Tab 2 A large number of items are deleted from the trigger app, causing older items to be surfaced and picked up by the Zap. You delete items, thereby changing the position of older items (the row where that information is in, for example). This causes the Zap not to recognize that item, as it may use a combination of content and position to recognize duplicates. If you need to make significant changes to items in your app that's linked to a Zap, you can turn the Zap off until all changes are completed, and then turn it back on. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15924621781645-App-Updates-ServiceNow-Microsoft-SharePoint-Airtable-and-Slack", "final_url": "https://help.zapier.com/hc/en-us/articles/15924621781645-App-Updates-ServiceNow-Microsoft-SharePoint-Airtable-and-Slack", "title": "App Updates ServiceNow Microsoft SharePoint Airtable and Slack", "help_title": "App Updates ServiceNow Microsoft SharePoint Airtable and Slack", "slug": "_platform", "auth_signals": ["oauth", "api_key"], "text": "App Updates: ServiceNow, Microsoft SharePoint, Airtable, and Slack &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 App Updates: ServiceNow, Microsoft SharePoint, Airtable, and Slack Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ServiceNow Update: OAuth Support Great news! Our ServiceNow integration has been updated to support OAuth for a more secure connection experience. Note that for any new Zap workflows you create with ServiceNow, you’ll need to create a new connection by either setting up OAuth, or logging in using a username/password as before. Your previous Zap workflows will continue to work as normal, and your current connection remains intact with them. They will not be turned off at any point or stop working as a result of this change! Introducing Microsoft SharePoint Integration Zapier is excited to announce the launch of our Microsoft SharePoint integration. Here's what you can do: Triggers: New Item Actions: Update Item, Publish Page, Upload File, API Request action Airtable Update: OAuth Connection Enhance the security of your Airtable integration with Zapier's latest update! Now, you can connect your Airtable account using OAuth, ensuring a safer and more reliable connection. All new Zap workflows or new steps adding to existing Zap workflows will need you to reconnect to your Airtable account by OAuth. All current Zap workflows connected to Airtable by API Key will continue to run until Airtable deprecates API Keys on February 1, 2024. Find all your Zap workflows connected to Airtable by API Key in the My Apps &gt; Custom integrations . Optional: You can update your Zap workflows to the latest app version before API Key deprecation. Slack Bug Fix: New Message in Channel Zapier has resolved an issue with the New Message in Channel trigger in Slack. It now works correctly for all teams in slack-connect channels . Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15825615704717-Connect-to-Zapier-with-static-IP-addresses", "final_url": "https://help.zapier.com/hc/en-us/articles/15825615704717-Connect-to-Zapier-with-static-IP-addresses", "title": "Connect to Zapier with static IP addresses", "help_title": "Connect to Zapier with static IP addresses", "slug": "_platform", "auth_signals": [], "text": "Connect to Zapier with static IP addresses &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Connect to Zapier with static IP addresses Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. As of May 18, 2023, we're excited to share a new feature for our Team and Company plan users: the ability to connect to Zapier using static IP addresses. &nbsp; With static IP addresses, you can: Control traffic to and from Zapier, adding an extra layer of security to your workflows. Use this feature with private apps, Redshift, BigQuery, and Snowflake. We're working on expanding this functionality to all public apps, so stay tuned! Learn more about using static IP addresses with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16276574838925-Custom-Actions-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/16276574838925-Custom-Actions-in-Zapier", "title": "Custom Actions in Zapier", "help_title": "Custom Actions in Zapier", "slug": "_platform", "auth_signals": [], "text": "Custom Actions in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions Custom Actions in Zapier Updated May 29, 2026 18:14 Custom Actions allow you to create your own actions for existing public apps on Zapier with the help of AI. By using the app's public API , you can create actions that are not available by default using HTTP requests. Beta Custom Actions are a beta feature. It is available for use, but is still in active development and may change. Note To use this feature, you must be familiar with sending HTTP requests, using APIs, and reading API documentation. Our Support team is able to provide basic troubleshooting for this feature, but they cannot troubleshoot the API you use. Using custom actions With Custom Actions, you can: Create custom actions when an existing app on Zapier does not have the actions you need. Use your personal and shared app connection accounts to automatically set the authentication header. Share and reuse custom-made actions across Zap workflows and teammates. View comprehensive API responses. To create your action, you'll use Copilot, an AI-powered chatbot, to generate your action settings, streamlining the process of creating an action. Copilot eliminates the need to manually search for the method and API endpoint in an app’s API docs and auto-fills the action settings. You can also use a code editor to further refine your action using Typescript. Zapier recommends using Custom Actions when creating a specific action to use in more than one Zap. Custom Actions are an excellent way to share your custom actions with your teammates. Learn more: Supported apps for Custom Actions Create a custom action Manage your custom actions Limitations Custom Actions is not available for all public apps. See the list of supported apps . You cannot create custom actions for private apps . If the API changes, you may need to update your custom actions. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16051471305357-How-to-select-your-Zapier-plan", "final_url": "https://help.zapier.com/hc/en-us/articles/16051471305357-How-to-select-your-Zapier-plan", "title": "How to select your Zapier plan", "help_title": "How to select your Zapier plan", "slug": "_platform", "auth_signals": [], "text": "How to select your Zapier plan &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans How to select your Zapier plan Updated May 29, 2026 18:18 Zapier offers different plans to suit your business needs. You can check all available plans and their features on Zapier's pricing page . This article explains what you should consider when choosing a Zapier plan. Understanding your usage Usage is the main consideration when selecting your plan. In Zap workflows , Zapier Lead Router , and Zapier MCP , usage is measured in tasks . Each plan includes a different number of tasks. To understand the number of tasks you'll need, consider: What processes does your business want to automate? How often do these processes need to be run? Are they weekly, daily, or hourly? Usage in Zapier Tables For Zapier Tables, the plan you choose determines the amount of space available to you in that product, such as the number of records on a table. Note Zap steps for Zapier Tables and Zapier Forms do not use any tasks. Usage in Zapier Agents Your Zapier Agents' usage is measured by the number of activities your agents use. Agents is an add-on, so it does not affect your Zapier task usage. How to estimate your usage With the 14-day Zapier trial , you can build Zap workflows, forms, and tables within the limits of a Pro or Team plan, depending on which trial you use. With that, you can estimate which plan level would work for your use cases. Example You can automate your lead collection with a Zap that connects Facebook Lead Ads to your CRM app and to messaging apps. When you receive a new lead, each step of the process will use one task. Triggers do not count toward your task usage. For that Zap, when a new lead is received from Facebook: The lead information is added to your CRM app. The email app sends a welcome message to the lead. The Sales team receives a message with the lead's name, email, and phone number. This Zap has three actions, and each action uses one task when the Zap runs. If you expect to receive 10 leads per day, that is a total of 30 tasks per day. In a month, you can expect to use 900 tasks, so you can look at plans that offer you anything over that amount. Learn more about how usage is measured . Multi-user plans If you need other people in your business to have access to your Zapier account, you can consider a Team or Enterprise plan . These plans allow you to invite other users and collaborate with them. Free and Pro plans are individual plans and allow one user only. Security features If your IT department requires specific security features to be implemented, Enterprise plans offer features not available to other plans, such as user provisioning , domain capture , publishing restrictions , and more. Contact our sales team to discuss your data security needs. Other features You can also consider if you'll need certain features only available in paid plans, such as: Zap workflows Webhooks . Paths . Autoreplay . Shorter polling intervals . Forms Stripe payment component . Access restriction . Tables AI Fields . AI enrichment . For a complete list of all features and availability by plan, visit Zapier's pricing page . Still unsure which plan to choose? If you're still unsure which plan is right for you, contact our sales team to discuss the available plans and features. You can also visit the Zapier Community , where you can share your use cases and gain insights from other Zapier users. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16021760381453-Manage-permissions-and-sharing-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/16021760381453-Manage-permissions-and-sharing-in-Zapier-Tables", "title": "Manage permissions and sharing in Zapier Tables", "help_title": "Manage permissions and sharing in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Manage permissions and sharing in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Manage tables Manage permissions and sharing in Zapier Tables Updated May 29, 2026 18:17 Zapier Tables allow you to give public viewing access, or editing access to specific tables , depending on your plan. Share a public link to your table A public sharing link for a table gives view-only access to anyone who has the URL. To share a table: In the toolbar, click the Share icon . A dialog box will appear. Click Create a shareable link . Click the copy icon to copy it to the clipboard. Click the X at the top of the dialog box to close it and return to your table. Note Public sharing links display a \"Free\" label at the top of the table, even if you're logged into a paid Tables account. Share a table with other Zapier account users Available on plans: Free Professional Team Enterprise If you're part of a Team or Enterprise Zapier account , you can give other users in your account access to your table and provide different access levels, if necessary. Give the same level of access to all users In the toolbar, click the Share icon . A dialog box will appear. From the Organization access section, click the dropdown menu and select a permission level . Note The Zapier account Owner (in Enterprise and Team accounts) and all Super Admins (in Enterprise accounts) have access to all tables in the account and the same permissions as the table owner. Give editing access to specific users or teams To give a Zapier user or team access to a table: In the toolbar, click Share . A dialog box will appear. In the Add member or team search box, enter the user's email , name , or team name . Select a permission level from the dropdown menu beside the search box. Click Share . The user or team will appear in the list below with their assigned role. To change a user's permission level, click the dropdown menu beside their name and select a different role. Roles and permissions A Zapier Tables user can have one of the following roles: Role name Permissions Owner The user who created the table. Edit fields, settings, records, and create Zap workflows. Editor Edit fields, settings, records, and create Zap workflows. View only View and export records. Limitations Table views can only be shared as View only . Sharing a table with another user does not give access to Zap workflows that use that table . On Team or Enterprise plans you can share the Zap folder with that user to give them access. If you're not part of a Team or Enterprise plan, tables can only be shared as \"View only\". To give editing access to non-Zapier users, share your table through a form project . Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16277139110157-Create-a-custom-action", "final_url": "https://help.zapier.com/hc/en-us/articles/16277139110157-Create-a-custom-action", "title": "Create a custom action", "help_title": "Create a custom action", "slug": "_platform", "auth_signals": [], "text": "Create a custom action &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions Create a custom action Updated July 21, 2026 13:31 Beta Custom Actions are a beta feature. It is available for use, but is still in active development and may change. Custom Actions allows you to create your own actions for existing apps on Zapier with the help of AI. You can create custom actions for supported public apps . Note To use this feature, you’ll need to be familiar with sending HTTP requests, using APIs, and reading API documentation. If the app’s API changes, you may need to update your custom actions. Our Support team can provide basic troubleshooting for this feature, but they can't troubleshoot the API you use. 1. Open the Custom Action Builder In the Zap editor: Click the Action step, or click the plus + icon to add an action to your Zap. Search for or select the app you want to use in your action. Click the Event dropdown menu. Select Custom action tab Click Create action to open the Custom Action Builder. 2. Chat with Copilot In the left panel, is where you can chat with Copilot. Start by telling Copilot the custom action you want to create. Describe your action using plain language. You do not need to use technical language. This will then start the process of: Finding the right API endpoints to use. Generate the code for the API endpoints. This will take a few minutes to load. Depending on your input, you may be asked follow-up questions. This ensures Copilot can generate the right action for you. Once complete, you’ll receive a summary that covers: Inputs Logic Outputs API Endpoints Used Review the summary to see if the action matches your needs. Then, you can continue to talk back and forth with the Copilot to refine it. Example In this scenario, you want to create a new action to create a new page in your Superhuman Docs document using the Superhuman Docs app. Send the AI Chatbot message “Create a new page”. The summary returned will include: Inputs: The Superhuman Docs information required to create a new page for the API request. Logic: How the API request functions to create a page and parse the API response. Outputs: What information the API response returns on the new page. API Endpoint Used : The Superhuman Docs API endpoint. Note Zapier is aware of a bug where input fields are not always generated. To work around this issue, create an action using API Request actions . Verify the API endpoint Before proceeding, it’s important to verify that the API endpoint you’re using is current and not deprecated. You can ask the AI Chatbot for a link to the app’s API documentation. This will have the information you need to confirm the endpoint’s status. Note Zapier recommends verifying the AI output, as you would with any other source. Like any tool, AI can be helpful, but not perfect. AI hallucination can happen, meaning it may generate incorrect or misleading information. 3. Give Copilot feedback (optional) While you are using Copilot, you can give feedback at any point by marking a conversation with either the thumbs up or thumbs down button. Your rating and conversation are shared to help Copilot improve the answers it provides and enhance your experience of creating an action. Zapier uses feedback shared by customers to improve our products. 4. Edit your action with code (optional) In the left panel, click the Advanced tab to show you: API Endpoints : What the API request and response is for your custom action. You can also copy these to test in an external environment. Code: You can use the code editor to refine the generated code using Typescript. All changes will be automated saved. 5. Test the action In the right panel, test your action. You can view all of the Input fields and how they would appear in the Zap editor. To test your action: In the Authorization section, select an app connection . In the Inputs section, complete all the required fields . Click Run Test. Your Test Results will take a few minutes to load and will provide a detailed log of the API response. The response logs will censor sensitive information, like API keys or authentication tokens. If you receive an error message indicating the domain or API endpoint is incorrect for the API request, review the troubleshooting guide. Note An API error may still result in a task completing successfully . It’s expected behavior that an API’s error message will not appear in the Zap editor or Zap history. 6. Add your action to the Zap editor In the bottom right corner, click Publish . Once published, you'll then see your Custom Action title with (\"Custom Action)\" in the Event dropdown menu . You and your teammates on your Zapier account will be able to use it in your Zap workflows. Additional resources Manage your Custom Actions . For further assistance setting up your Custom Actions, visit the Zapier Community's Code and webhook resources . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15930394291341-Types-of-components-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/15930394291341-Types-of-components-in-Zapier-Forms", "title": "Types of components in Zapier Forms", "help_title": "Types of components in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Types of components in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Types of components in Zapier Forms Updated January 15, 2026 14:44 In Zapier Forms , you can add components to your pages. Components allow you to add different types of functionalities to a page. Component Description Button Add a button that creates interactions, such as starting a Zap or navigating to a different page. Chatbot Add Zapier Chatbots to your form project to create a custom chat experience. Checklist Create to-do lists that visitors can interact with. Divider A horizontal line to separate and organize content on the page. Embed Embed content from other websites, such as a YouTube video or a Calendly calendar directly on the page. Form Collect information and store it in Zapier Tables. Learn more about forms . Kanban Display records from Zapier Tables as a Kanban board to help track project progress. The table must contain at least one dropdown field. Layout Organize other components horizontally, into 2 or 3 columns. Link card Create a collection of links for your visitors, with optional emojis, and display them as cards. Media Add images up to 10MB, videos from YouTube, Vimeo or Loom, or your business logo to a page. Stripe Connect your Stripe account to collect payment for products and services through your form project. Table Display structured information from an existing table that can be searched, filtered, and updated. Learn more about Zapier Tables . You can change the title displayed and decide if visitors can add new records or edit and delete existing ones. Text Add text to any page. You can use Markdown to style the contents. Learn more about using form data within a text component . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15927500577037-Create-forms-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/15927500577037-Create-forms-in-Zapier-Forms", "title": "Create forms in Zapier Forms", "help_title": "Create forms in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Create forms in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Build forms Create forms in Zapier Forms Updated May 29, 2026 18:15 Note Zapier Interfaces is now Zapier Forms. If you're an existing user, rest assured that projects still work exactly the same. All features continue to be available. Zapier Forms lets you build forms that collect information and trigger automated workflows. This guide covers form creation, field configuration, and connecting forms to your Zap workflows. Prerequisite Before you begin, make sure you have: A Zapier account . Zapier Forms is available on all plans. Create a new form You can create a new form from scratch, using AI, or from an existing table. Go to Zapier Forms . Click + Create . Select a starting point: Zapier Copilot : Describe your form and let AI create it for you. Zapier Tables : Turn an existing table from your Zapier Tables account into a form. Blank form : Start with an empty form and create your own fields. Zapier Copilot Zapier Tables Blank form Describe your form in the Copilot field . Click Generate form . You can click any of the suggestions below the field to fill it with the beginning of a prompt and then add specific information. Click Start from a table . A dialog box will open. Search for and select the table you want to use. Click Create form . Click Blank form . A new project with a placeholder form will be created. Click the edit icon to add new fields and actions. Add and configure form fields Once your form is created, you can add fields and configure how the form behaves when submitted. Add fields Click the Form component on your page. A sidebar will open. In the Fields section, click + Add field . Click an existing field to edit it. Automate your form When someone submits a response, you can automate what happens next: Show message : Display a confirmation message. Redirect : Send users to a custom URL. Show another page : Send the user to a different page in your project. Run a Zap : Trigger a Zap to send the data and start actions on other apps. Button text Customize the submit button text to match your form's purpose, such as: \"Submit\" (default) \"Send message\" \"Place order\" \"Register\" Connect form to a table If you start from a blank form, you must connect a table to store form submissions: Click the Form component on your page. A sidebar will open. Click the Data tab. In the Search field , search for and select an existing table. Click Create Table to create a new table that matches your form. Submissions automatically appear in your connected table, where you can view, filter, search, and export data. Add form logic (conditional fields) You can show or hide fields based on how a user responds to previous fields. Learn more: Use conditional logic to show fields in forms . Preview and test your form Once you're done editing, you can preview your form before sharing it with users. Click the form link in the top right of the screen. A new tab or window will open. Fill out your form and submit it . You can use this test entry to verify that: All fields work correctly. Validation rules trigger appropriately. The submission confirmation appears. Data saves to your connected table as expected. Publish your form When your form is ready, click Share on the top right of the screen to get the link or embed code for your form. You can also change who has access to this form . Next steps Types of components in Zapier Forms : Add text, images, and tables alongside your forms Share and embed forms : Get your forms in front of users Manage pages and components on Zapier Forms : Organize and maintain your form projects ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/15932034572685-Customize-branding-and-colors-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/15932034572685-Customize-branding-and-colors-in-Zapier-Forms", "title": "Customize branding and colors in Zapier Forms", "help_title": "Customize branding and colors in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Customize branding and colors in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Customize branding and colors in Zapier Forms Updated April 10, 2026 14:10 You can customize your form project theme in Zapier Forms by using your brand colors and logo. Customize the theme Available on plans: Free Professional Team Enterprise You can select a pre-made color theme or decide on specific colors for elements using Hex color codes or a color picker. In the left sidebar of your form project, click the Theme icon. You can then select a pre-made color theme, pick a brand color, or define each element's color individually. Use pre-made themes Use a brand color Select colors individually Use pre-made themes You can select from a range of color themes, and your form project elements will match the selection. Once you're done, click Save . Use a brand color If you use the Brand color field, your form project will automatically tailor all elements to match that color. To see the hues and colors selected, click the Advanced color settings menu. Edit individual elements If you select a brand color, you can still change individual element colors: Click the Advanced color settings menu. Click the color swatch for the field you want to change. The color picker will open. Select a new color or paste a HEX value in the text field. Click Save . (Optional) Use RGB or HSL values Click the up/down arrows beside the HEX text field to reveal RGB or HSL fields. Paste the values in the appropriate fields. Click Save . Select colors individually You can pick the colors for each form project element individually using the Advanced color settings menu. To change the colors: Click the Advanced color settings menu. Click the color swatch for the field you want to change. The color picker will open. Select a new color or paste a HEX value in the text field. Click Save . (Optional) Use RGB or HSL values Click the up/down arrows beside the HEX text field to reveal RGB or HSL fields. Paste the values in the appropriate fields. Click Save . Note You cannot change fonts in your form project. Use dark or light mode Available on plans: Free Professional Team Enterprise You can choose whether your form project theme should be in light mode, dark mode, or match the system settings of the user visiting the form. Theme colors will automatically update based on the selected option. To change the mode: In the left sidebar of your form project, click the Theme icon. Click the Theme dropdown menu. Select from: Light (default): uses the default color theme. Dark: uses a darker version of your color theme. System: uses the color mode defined by the user's system. Click Save . Use your own branding Available on plans: Free Professional Team Enterprise The Branding menu allows you to use your own logo and favicon (the icon that appears on the browser tab or window when you visit a website). In the left sidebar of your form project, click the Branding icon. Click Choose an image under the Logo field to upload a new logo image from your computer. Click Choose an image under the Favicon field to upload a new favicon image from your computer. The favicon must have a minimum resolution of 32x32 pixels. Tip You can also choose whether to display a navigation bar on your form project pages . Remove the Zapier label Available on plans: Free Professional Team Enterprise In Zapier Team or Enterprise plans, you can remove the Zapier label that appears on the bottom right corner of your form project pages. In the left sidebar of your form project, click the Branding icon. Under the Display the \"Built on Zapier\" label field, click the toggle switch to turn it off. This will remove the Zapier label from your form project. Click Save changes . Display your logo in the navigation Available on plans: Free Professional Team Enterprise If you upload your logo in the Branding menu, you can also include it in your form project navigation. In the left sidebar of your form project, click the Navigation icon. Under the Include my logo in the navigation field, click the toggle switch to turn it on. Click Save changes . Learn how to display the navigation bar on your form project pages. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16534140057485-Safeguard-business-critical-Zap-workflows-when-a-team-member-transitions", "final_url": "https://help.zapier.com/hc/en-us/articles/16534140057485-Safeguard-business-critical-Zap-workflows-when-a-team-member-transitions", "title": "Safeguard business critical Zap workflows when a team member transitions", "help_title": "Safeguard business critical Zap workflows when a team member transitions", "slug": "_platform", "auth_signals": [], "text": "Safeguard business-critical Zap workflows when a team member transitions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 Safeguard business-critical Zap workflows when a team member transitions Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. It can be hard to see team members move on to their next opportunity ... especially if they are running your business-critical workflows! To make user off-boarding easier, you can now review, transfer ownership of, and export a team member's Zap workflows for a seamless transition. With this update, you'll be able to: Review Zap workflows and connected apps of the member you want to remove Transfer ownership of Zap workflows to another user Export a CSV of the member's Zap workflows and app connections for review and record-keeping This feature is made for teams building workflows together, and is available for Team account owners, and Super admins and owners of Company accounts. Learn more about removing users from your Team or Company account in the Zapier Help Center. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16277147937805-Manage-your-custom-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/16277147937805-Manage-your-custom-actions", "title": "Manage your custom actions", "help_title": "Manage your custom actions", "slug": "_platform", "auth_signals": [], "text": "Manage your custom actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions Manage your custom actions Updated August 17, 2026 08:52 Beta Custom Actions is a beta feature. It is available for use, but is still in active development and may change. In the Custom Actions library , you can view, edit, and manage your custom actions in one place. You can also view ones created by your teammates. Note Custom actions created with the Start Simple Builder are no longer visible in the Custom Actions Library because they were converted to API Request actions on July 8, 2024. Learn more in this release note . Library controls In the Custom Action library , you have several controls: Filter : Allows you to filter based on the status or visibility. Search : Allows you to search by app, user, or name. : Allows you to view custom actions in a list. : Allows you to view custom actions in a grid. Sort : Allows you to sort custom actions by most recently created or oldest. Edit a custom action Go to the Custom Action Builder . Find the custom action and click the three dot icon . From the dropdown menu, click Edit . The Custom Action Builder will open, allowing you to make changes. Once you are happy with your changes, click Publish . Note Custom actions can only be edited by the owner. Updating a custom action automatically updates Zap workflows containing it, including those used by your teammates. Unpublish a custom action Go to the Custom Action library . Find the action and click the three dot icon . From the dropdown menu, select Edit . Scroll to the bottom of the page and click Unpublish . Note Unpublished custom actions will no longer appear in the Zap editor. Any Zap workflows currently using the unpublished custom action will no longer function. Delete a custom action Go to the Custom Action library . Find the action and click the three dot icon . From the dropdown menu, select Delete . A dialog box will appear. Click Delete . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16451058327693-Fix-errors-in-Zapier-Chatbots", "final_url": "https://help.zapier.com/hc/en-us/articles/16451058327693-Fix-errors-in-Zapier-Chatbots", "title": "Fix errors in Zapier Chatbots", "help_title": "Fix errors in Zapier Chatbots", "slug": "_platform", "auth_signals": [], "text": "Fix errors in Zapier Chatbots &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Troubleshoot chatbots Fix errors in Zapier Chatbots Updated February 17, 2026 12:44 This guide describes errors that can occur when using Zapier Chatbots and how to resolve them. context_length_exceeded Problem The chat conversation has reached the maximum amount of tokens the model allows.&nbsp; Cause Although chatbots automatically reset token usage whenever a conversation is close to the token limit, at times, the conversation thread or directive's size may still reach the tokens' limit. Resolution In your chatbot settings: Shorten your directive . Add your OpenAI key to your chatbot and use a model with a larger token limit, such as GPT-4. Note There's no character limit for directives, but keep directives brief and organized to ensure they work well.&nbsp; Token limits are per conversation, but the length of the directive, the length of the questions, and the length of the response all use tokens within that conversation. rate_limit_exceeded Problem The chatbot displays the error rate_limit_exceeded at the very beginning of the conversation. Cause This error typically occurs when you select a large token length for the model and a lengthy greeting message, causing the chatbot to reach OpenAI's tokens-per-minute limit as soon as it begins the conversation.&nbsp; Resolution Contact OpenAI's support to increase the rate limit on your account or request access to a model with a larger token limit. max_completion_limit Problem The chatbot's individual response has exceeded the maximum token limit set. Cause This error can happen if the user asks for a response that requires a large number of tokens. For example: \"Write me a 10-chapter book,\" or if you've set your max response length field to a small maximum limit. Resolution In your chatbot settings: Specify simplified response goals within your directive. Use your OpenAI key with your chatbot and use a model with a larger token limit, such as GPT-4. timeout Problem Zapier didn’t get a response from OpenAI within 10 seconds of your prompt being sent. Cause OpenAI struggles to keep up with requests, or the general network is slow. Resolution Review OpenAI’s status page and try using your chatbot again later. internal_server_error Problem Communication between Zapier and other service providers is not working as expected. Cause The cause of this error is unknown. Resolution Contact Chatbots support , as this is likely a bug. unknown Problem Zapier can’t extract a standard error code, so the cause of this error is unknown. Cause The cause of this error is unknown. Resolution Contact Chatbots support , as this is likely a bug. You exceeded your current quota, please check your plan and billing details Problem Your OpenAI account may be out of credit, or your recently purchased credit is not yet available through the API. Cause This error may appear if your OpenAI account is out of credit . If you just purchased more credits, it may not yet be available on OpenAI's API. There is a delay between purchasing new credits and their unavailability through the API. Resolution Purchase additional credits , or wait some time and try your chatbot again, if you have recently purchased them. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16722578092429-Use-the-editor-to-build-and-view-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/16722578092429-Use-the-editor-to-build-and-view-your-Zap-workflows", "title": "Use the editor to build and view your Zap workflows", "help_title": "Use the editor to build and view your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use the editor to build and view your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Use the editor to build and view your Zap workflows Updated May 29, 2026 18:20 With Zapier’s editor, you can see your entire workflow displayed like a flow diagram. Whether you want to build complex Zap workflows or collaborate with a teammate to build them, with all steps shown in a single view, you can easily understand what’s happening within your Zap workflows. When you create a Zap , you’ll see several controls within the Visual Editor: Top menu controls On the left side of the top menu Home icon : click to return to the Zapier home page . Automation products icon : links to other products on the Zapier automation platform. Zap workflows button : click to return to the default Zap workflows folder . In the sub-menu: Search bar : allows you to search for a value that occurs in your Zap setup. If you're in edit mode, also allows you to replace your search values. Toggle switch : allows you to turn the Zap on and off. Version info : After you publish your Zap, it shows which version you’re currently viewing, who created the version, and when it was published. In the middle of the top menu Your avatar : the avatar you created for your user profile. A single button containing: Zap name : click to: Rename your Zap. Duplicate your Zap. Transfer existing data . Create a template of your Zap to share with others. Export a JSON data file of your Zap . Only the owner of a Zap in a Team or Enterprise account will see this option. Export a PNG image file of your Zap. Delete your Zap. Draft or Published label: displays whether your Zap is currently in edit mode or turned on and view only. On the right side of the top menu Share : allows you to share your Zap with other members of your Team or Enterprise account. Zoom indicator : click to Zoom in : allows you to focus your view on a specific part of the canvas. Zoom out : allows you to pull back your view to see more of the canvas. Fit to view : adjusts your view to surround the entire Zap. Review changes : an outline of the current published Zap version will be displayed next to an outline of your draft version. Collapse/expand paths : if there are paths in your Zap, allows you to hide them for a compact view or reveal all steps and nested paths. Help icon : links to the Zapier Help Center , Zapier Community , Zapier Academy , or Zapier Solution Partners program . In the sub-menu: Run : in publish mode, allows you to manually poll for new data in Zap workflows that use polling triggers . Undo : in edit mode, allows you to revert your most recent change. Edit Zap or publish : When you’re editing your Zap, publishes the Zap. When your Zap is published, creates a draft in edit mode. Left sidebar controls Linked assets : displays all tables and forms used in your Zap. Zap details : allows you to configure the folder the Zap belongs to, the Zap timezone , and create a Zap template . Notes : displays the Zap note and any step notes you created. Change history : view and filter a log of any of the following activity in your Zap for a given time period: Created. Turned off. Deleted. Owner changed. Zap Restored. Zap turned on. Version published. Approval request sent (Enterprise plans). Approval request approved (Enterprise plans). Approval request denied (Enterprise plans). Approval request cancelled (Enterprise plans). Zap runs : displays recent Zap runs . Zap status : only appears when you edit your Zap. Shows any issues with your Zap. Advanced settings : allows you to configure advanced settings like autoreplay override and polling interval. Versions : shows all versions of the Zap. Copilot : opens the AI-powered chatbot to help you build your Zap . Center of editor Displays an outline of all the steps in your Zap . When you select a step, the right sidebar will open on the right, displaying additional information and options for the step. Right sidebar controls This is where you set up and view the trigger and action steps in your workflow. It only appears while editing your Zap and once you select a trigger or action step. Setup : the app and specific trigger or action used, and the connected app account . Configure : the trigger or action step configuration. Test : testing your trigger or action step . After a Zap is published: App &amp; event : the app and specific trigger or action used, and the connected app account . Step details : an overview of your trigger or action step setup. Bottom controls In edit mode, there are controls to allow you to view your pinned apps, Zapier products (like Tables or Forms), or built-in tool (like Formatter or Filter), as well as a quick search option to find any app on Zapier. Select one and drag it to add it as a step anywhere in your Zap. Pinned apps : displays any third-party app that you pinned for quick access. Pinned Zapier products : displays any Zapier product that you pinned for quick access. Pinned built-in tools : displays any Zapier built-in tool that you pinned for quick access. Quick app search : allows you to search for and select any app, Zapier product, or built-in tool on Zapier. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16598899889933-See-your-entire-workflow-in-a-single-view-with-the-Visual-Editor-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/16598899889933-See-your-entire-workflow-in-a-single-view-with-the-Visual-Editor-Beta", "title": "See your entire workflow in a single view with the Visual Editor Beta", "help_title": "See your entire workflow in a single view with the Visual Editor Beta", "slug": "_platform", "auth_signals": [], "text": "See your entire workflow in a single view with the Visual Editor (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 See your entire workflow in a single view with the Visual Editor (Beta) Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Trying to get a better understanding of your workflow? With Zapier's new Visual Editor, you can view your entire Zap like a workflow diagram so you can see how each step fits together. Now you can: Easily view all steps, including path branching. Access step details conveniently in the sidebar. Quickly export your Zap as an image to share or reference. Discover the power of Zapier's Visual Editor and simplify how you build and manage your business-critical workflows. Learn more about the Visual Editor . &nbsp; &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16287887483661-Use-real-time-information-to-answer-questions-with-AI-Powered-actions-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/16287887483661-Use-real-time-information-to-answer-questions-with-AI-Powered-actions-Beta", "title": "Use real time information to answer questions with AI Powered actions Beta", "help_title": "Use real time information to answer questions with AI Powered actions Beta", "slug": "_platform", "auth_signals": [], "text": "Use real-time information to answer questions with AI-Powered actions (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Use real-time information to answer questions with AI-Powered actions (Beta) Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Tired of manually searching through lengthy web pages and documents for specific information? AI by Zapier actions streamline this process by answering your questions using artificial intelligence. With this app, you can: Answer questions from web pages: AI by Zapier swiftly retrieves answers from any web page, including knowledge bases, documentation, and blogs. Answer questions from text documents: Effortlessly find answers from various text inputs, such as emails, Slack messages, and Google Docs. Current information without limitations: Stay up-to-date with real-time information and receive answers from content of any length. Discover more about these new actions and optimize your workflow on the AI by Zapier tutorial . &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16815648307853-Error-Task-was-stopped-because-its-Zap-was-turned-off", "final_url": "https://help.zapier.com/hc/en-us/articles/16815648307853-Error-Task-was-stopped-because-its-Zap-was-turned-off", "title": "Error Task was stopped because its Zap was turned off", "help_title": "Error Task was stopped because its Zap was turned off", "slug": "_platform", "auth_signals": [], "text": "Error: “Task was stopped because its Zap was turned off” &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Error: “Task was stopped because its Zap was turned off” Updated May 29, 2026 18:19 Symptoms You may see the error message “Task was stopped because its Zap was turned off” in the details of a Zap run in your Zap history. Causes This can happen when: You turned the Zap off while it was running. The Zap errored too many times and was turned off while it was running. There could be an issue or outage with your app or Zapier. How to fix it To fix this: Review any errors for this Zap in your Zap history , then fix those errors . Turn the Zap back on. If you have issues, follow these instructions to troubleshoot a Zap that will not turn on . Check if there is an outage with your app or Zapier. For an app outage, search the web for “{app name} outage” to find info about any possible outages with your app. For a Zapier outage, visit the Zapier Status page. Try searching the Help Center and Zapier Community for more information about and possible fixes for your issue. Once you fix your error, you can try to replay any failed Zap runs . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16277767522829-Create-new-Zapier-actions-with-App-Extensions-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/16277767522829-Create-new-Zapier-actions-with-App-Extensions-Beta", "title": "Create new Zapier actions with App Extensions Beta", "help_title": "Create new Zapier actions with App Extensions Beta", "slug": "_platform", "auth_signals": [], "text": "Create new Zapier actions with App Extensions (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2023 Create new Zapier actions with App Extensions (Beta) Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. With thousands of app integrations on Zapier, many automations are possible right out of the box. But sometimes you need an action that isn't available for a Zapier app yet. Now, we're getting you closer to having all the actions you need with App Extensions. &nbsp; App Extensions is available for select apps , and is an advanced beta feature that will allow you to build custom actions using HTTP requests based on the app's public API. If you are on a Team or Company plan, the App Extensions you create will be available to your teammates as well, allowing your teammates to benefit from what you have built.&nbsp; &nbsp; Want to get started creating your custom Zapier actions? Visit the Zapier Help Center to learn more about creating and using App Extensions. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16803730477965-App-updates-Telegram-Microsoft-SharePoint-Shopify-LinkedIn-Ads-and-Asana", "final_url": "https://help.zapier.com/hc/en-us/articles/16803730477965-App-updates-Telegram-Microsoft-SharePoint-Shopify-LinkedIn-Ads-and-Asana", "title": "App updates Telegram Microsoft SharePoint Shopify LinkedIn Ads and Asana", "help_title": "App updates Telegram Microsoft SharePoint Shopify LinkedIn Ads and Asana", "slug": "_platform", "auth_signals": [], "text": "App updates: Telegram, Microsoft SharePoint, Shopify, LinkedIn Ads, and Asana &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 App updates: Telegram, Microsoft SharePoint, Shopify, LinkedIn Ads, and Asana Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Introducing Telegram app Zapier is excited to announce the launch of our Telegram app. Telegram is a free and open-source messaging app focusing on speed and security with over 500 million active users. It’s available on all major platforms, including Android, iOS, Windows, Mac, and Linux.&nbsp; You can use the Send Message action to send messages from your bot. Learn more about getting started with Telegram . &nbsp; Microsoft SharePoint update: new actions and improvements Zapier has added 3 new actions to the Microsoft SharePoint integration: Create Item on List Create a Folder Create an Item Zapier has also made updates to existing triggers and actions: Updated Item trigger : Zapier has fixed a bug with the Updated Item trigger. The bug meant the trigger was not triggering correctly when an item changed. Now the trigger should work as expected. New Item trigger : You can now select a Site from the dropdown menu without typing it out. Learn more about getting started with Microsoft SharePoint . &nbsp; Shopify update: new trigger Zapier has created a new trigger called New Paid Order. It works by triggering on an order’s payment status. It doesn’t trigger after the order has been canceled, regardless of the order or fulfillment status. Learn more about getting started with Shopify . &nbsp; LinkedIn Ads update: new action and bug fix&nbsp; New action: Add Company to Audience Zapier has created a new action called Add Company to Audience, allowing you to keep your LinkedIn audience list up to date. Note : Only audiences created using Zapier’s Create Audience action will appear in the dropdown menu. Bug fix: Send Conversion Event action When using the Send Conversion Event action, when setting up this action for an existing company or event, these fields populated a non-null value. This meant users saw the error message “Unrecognized field found but not allowed”. We’ve now fixed the action to send the correct values for existing companies and events to LinkedIn Ads. Learn more about getting started with LinkedIn Ads . &nbsp; Asana update: new trigger Zapier has added the new trigger, New Attachments Added to Task. Now you can keep track of updates to your task and stay on top of your work when attachments are added to tasks. Learn more about getting started with Asana . &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16779481760525-Quickly-search-for-Zap-folders-in-your-account", "final_url": "https://help.zapier.com/hc/en-us/articles/16779481760525-Quickly-search-for-Zap-folders-in-your-account", "title": "Quickly search for Zap folders in your account", "help_title": "Quickly search for Zap folders in your account", "slug": "_platform", "auth_signals": [], "text": "Quickly search for Zap folders in your account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 Quickly search for Zap folders in your account Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Looking for a Zap in your account? You can use the search box without filtering to search by Zap, folder, or apps used all at once. Or, you can now filter your search to look for specific Zap or folder names instead. Save time and effort, and easily locate the Zap workflows that you need! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16791272000525-Describe-how-your-Zap-works-by-adding-notes", "final_url": "https://help.zapier.com/hc/en-us/articles/16791272000525-Describe-how-your-Zap-works-by-adding-notes", "title": "Describe how your Zap works by adding notes", "help_title": "Describe how your Zap works by adding notes", "slug": "_platform", "auth_signals": [], "text": "Describe how your Zap works by adding notes &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Manage your Zaps Describe how your Zap works by adding notes Updated May 29, 2026 18:19 You can document key information about each step in your Zap as a reminder to yourself and to help you better collaborate with your teammates. You can document information about each step in your Zap. Create step notes to: Help you understand how and why you’ve built each step. Collaborate with your teammates by providing context for your Zap setup. Help you revise and troubleshoot your Zap workflows. Add a note to your Zap: You can add a note to your Zap to describe your complete workflow. Create a Zap note In the editor, click Edit Zap . Click the note icon in the left sidebar. In the expanded left sidebar, you can either: Manually enter a note in the Zap notes input box. Click Generate with AI above the Zap notes input box to automatically create a Zap note. Publish the Zap to save your note. Edit a Zap note In the editor, click Edit Zap . Click the filled note icon in the left sidebar. In the expanded left sidebar, you can either: Click the Zap notes input box , then manually edit the note . Click Regenerate with AI above the Zap notes input box to automatically create a new Zap note. A dialog box will appear so you can compare the newly generated note to the previous note. Publish the Zap to save your note. Delete a Zap note In the editor, click Edit Zap . Click the note icon in the left sidebar. In the expanded left sidebar, click the Zap notes input box . Delete the content of the note . Publish the Zap to finish deleting the note. Add notes to your Zap steps You can add notes to each Zap step to describe the specific setup for that step. Create a step note In the editor, you can either: Click the note icon in a step header to expand the left sidebar and open the step note for that step. Click the note icon in the left sidebar to expand it. Click + Add a note . In the dropdown menu, select a step . In the note field, enter a note . In the expanded left sidebar, you can either: Manually enter a note in the Zap notes input box. Click Generate with AI above the Zap notes input box to automatically create a Zap note. Publish the Zap to save your note. Edit a step note In the editor, you can either: Click the filled note icon in a step header to expand the left sidebar and open the existing step note for that step. Click the note icon in the left sidebar to expand it. In the Step notes section of the expanded left sidebar, click the down arrow next to the step note you want to edit. In the note field, edit the note . Publish the Zap to save your note. Delete a step note In the editor, you can either: Click the filled note icon in a step header to expand the left sidebar and open the existing step note for that step. Click the note icon in the left sidebar to expand it. In the Step notes section of the expanded left sidebar, click the down arrow next to the step note you want to delete. In the input box, delete the content of the note . Publish the Zap to finish deleting the note. Limitations If you're a member of a Zapier Enterprise account and your account admins or owners enabled publishing restrictions , you must request their approval before you can add notes to your Zap. The saved note will only exist in the Zap draft . You must publish the Zap to view the note in the published Zap. You can enter up to 5000 characters in a Zap note. 500 characters in a step note. The Notes section in the left sidebar only displays steps that have notes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16737802843661-Is-Zapier-GDPR-compliant", "final_url": "https://help.zapier.com/hc/en-us/articles/16737802843661-Is-Zapier-GDPR-compliant", "title": "Is Zapier GDPR compliant", "help_title": "Is Zapier GDPR compliant", "slug": "_platform", "auth_signals": [], "text": "Is Zapier GDPR compliant? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Is Zapier GDPR compliant? Updated June 14, 2023 09:30 Zapier is committed to complying with applicable data privacy laws, including GDPR, UK GDPR, and CCPA when providing services to our customers.&nbsp; While data privacy is a collaborative effort, we have many resources showing how we protect your data in compliance with GDPR and other data protection laws.&nbsp; You can learn more about data protection and privacy for both customers and partners on our website Data Privacy Overview , Data Transfer Impact Assessment , and Legal at Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16727828367885-Easily-format-your-data-using-AI-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/16727828367885-Easily-format-your-data-using-AI-Beta", "title": "Easily format your data using AI Beta", "help_title": "Easily format your data using AI Beta", "slug": "_platform", "auth_signals": [], "text": "Easily format your data using AI (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 Easily format your data using AI (Beta) Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Love our Formatter tool? What if we could make it even easier to use? Lucky for you, we did! Now, you can use Formatter with AI to discover formatting options right from the step you’re building. Describe what you need in plain language, like “Change the date and time to this format: Friday, August 19th,\" and Zapier will draft the relevant Formatter step for you. Now, you can easily reformat any data you need and save time from manual editing. Ready to streamline your workflows with Formatter AI? Learn more and get started in the Zapier Help Center. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16812484211213-Easily-switch-between-test-records", "final_url": "https://help.zapier.com/hc/en-us/articles/16812484211213-Easily-switch-between-test-records", "title": "Easily switch between test records", "help_title": "Easily switch between test records", "slug": "_platform", "auth_signals": [], "text": "Easily switch between test records &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 Easily switch between test records Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Testing your Zap is critical to building reliable workflows. You can now easily find the best test record to build &amp; test your Zap with the ability to: Search across test records Switch between test records When you open the&nbsp; Test section of your trigger step, you can view the test record and its data side-by-side, making it easier to decide which test record you want to use in your Zap. This feature is available to all users &amp; plans. Learn more about setting up your Zap trigger , changing the test record in your trigger , and trigger types in Zapier. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16671521098893-Troubleshoot-Tax-ID-validation-errors-in-invoices", "final_url": "https://help.zapier.com/hc/en-us/articles/16671521098893-Troubleshoot-Tax-ID-validation-errors-in-invoices", "title": "Troubleshoot Tax ID validation errors in invoices", "help_title": "Troubleshoot Tax ID validation errors in invoices", "slug": "_platform", "auth_signals": [], "text": "Troubleshoot Tax ID validation errors in invoices &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Troubleshoot Tax ID validation errors in invoices Updated July 07, 2026 13:19 You can add a tax or VAT ID to your Zapier invoices . If you encounter errors when trying to add an ID, check that: The ID has been entered correctly. The ID matches the valid format for your country. If you're unsure of the correct format, check your country's ID format in the table below. Country name Tax name Example Albania VAT number ALK12345678T Australia Australian Business Number (ABN) AU12345678901 Austria VAT number ATU12345678 Bahrain VAT number BH123456789012345 Belarus VAT number BY123456789 Belgium VAT number BE1234567890 Bulgaria VAT number BG1234567890 Canada Quebec GST/HST number QST number 123456789RT0001 1234567890TQ0001 Cambodia VAT number KHt123-123123123 Chile RUT Number CL07.123.123K Colombia VAT number CO123456789 Croatia VAT number HR12345678901 Cyprus VAT number CY12345678A Czech Republic VAT number CZ1234567890 Denmark VAT number DK12345678 Estonia VAT number EE123456789 Finland VAT number FI12345678 France VAT number FRAB123456789 Georgia VAT number GE123456789 Germany VAT number DE123456789 Greece VAT number EL123456789 Hungary VAT number HU12345678 Iceland VAT number 400123456 India GST Identification Number (GSTIN) IN123abc456xyz789 Ireland VAT number IE123456789 Italy VAT number IT12345678901 Japan Corporate Number (JCT) 1234567890123; T1234567890123 Kazakhstan VAT number KZ123456789012 Latvia VAT number LV12345678901 Liechtenstein VAT number CHE-123.456.789MWST; CHE-123.456.789IVA; CHE-123.456.789ITA Lithuania VAT number LT123456789 Luxembourg VAT number LU12345678 Malaysia Sales &amp; Service Tax Registration Number (SST) A12-3456-78912345 Malta VAT number MT12345678 Mexico RFC ABC123456XYZ Moldova VAT number MD1234567 Netherlands VAT number NL123456789B12 New Zealand GST Registration Number NZ123456789 Norway VAT number NO123456789MVA Oman VAT number OM1234567890 Philippines TIN 123-456-789-000 Poland VAT number PL1234567890 Portugal VAT number PT123456789 Puerto Rico Merchant Registration Number 1234567-0001 Romania VAT number RO1234567890 Saudi Arabia VAT number SA123456789012345 Serbia VAT number 123456789 Singapore GST Registration Number SG123456789A Slovakia VAT number SK1234567890 Slovenia VAT number SI12345678 South Korea VAT number KR123-12-12345 Spain VAT number ESA12345678 Sweden VAT number SE123456789001 Switzerland VAT number CHE-123.456.789MWST; CHE-123.456.789IVA; CHE-123.456.789ITA Taiwan VAT number TW12345678 Thailand VAT number TH1234567890 Turkey VAT number TR1234567890 Ukraine VAT number UA123456789012 United Arab Emirates VAT number AE123456789012345 United Kingdom VAT number GB123456789 United Kingdom VAT number GBGD12 United Kingdom VAT number GBHA12 United States Tax ID 12-3456789 Uzbekistan VAT number UZ123456789012 Note Only one tax ID can be entered per account. Some IDs may need to be validated with government registries. A small number of failures may be related to delays with the validation system. If you've confirmed that your Tax ID is correct, you can save it anyway. Learn how to update your billing information . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16986667521037-Document-your-Zapier-workflows-with-step-notes", "final_url": "https://help.zapier.com/hc/en-us/articles/16986667521037-Document-your-Zapier-workflows-with-step-notes", "title": "Document your Zapier workflows with step notes", "help_title": "Document your Zapier workflows with step notes", "slug": "_platform", "auth_signals": [], "text": "Document your Zapier workflows with step notes &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 Document your Zapier workflows with step notes Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Struggling to remember key details about the steps in your Zap workflows, or their purpose? Our new Notes feature helps you save time and collaborate efficiently with your teammates by providing context for your Zap steps. Zap step notes help you: Understand how and why you built it in a certain way. Focus on building instead of scrambling to remember what past you built. Seamlessly collaborate with your teammates by providing helpful context. Save time when revising or troubleshooting Zap workflows by having important details readily available for you or anyone in your team. Ready to start adding notes to your Zap workflows? Check out our help doc for step-by-step guidance. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17213946807181-App-updates-Microsoft-SharePoint-Notion-Microsoft-Dynamics-365-CRM-and-Slack", "final_url": "https://help.zapier.com/hc/en-us/articles/17213946807181-App-updates-Microsoft-SharePoint-Notion-Microsoft-Dynamics-365-CRM-and-Slack", "title": "App updates Microsoft SharePoint Notion Microsoft Dynamics 365 CRM and Slack", "help_title": "App updates Microsoft SharePoint Notion Microsoft Dynamics 365 CRM and Slack", "slug": "_platform", "auth_signals": [], "text": "App updates: Microsoft SharePoint, Notion, Microsoft Dynamics 365 CRM, and Slack &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 App updates: Microsoft SharePoint, Notion, Microsoft Dynamics 365 CRM, and Slack Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Microsoft SharePoint update: improved auth and new actions Zapier has updated the auth to make it easier to add details of SharePoint’s site URLs Zapier has also added new actions: Find file Create list Learn more about getting started with Microsoft SharePoint . &nbsp; Notion update: new trigger Zapier has added the new trigger: Updated Database Item Learn more about getting started with Notion . Microsoft Dynamics 365 CRM update: new trigger Zapier had added the new trigger: Updated Quote Learn more about getting started with Microsoft Dynamics 365 CRM . Slack update: bug fix Customers reported receiving the error message “Unable to get a value when looking for “mimetype”. Is it empty or missing? This happened when customers had a trigger involving a slack message with an attachment. &nbsp; Zapier has resolved this bug to include the correct media type. &nbsp; Learn more about getting started with Slack . &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/16813373170317-Zap-error-Zap-has-diverged-too-much", "final_url": "https://help.zapier.com/hc/en-us/articles/16813373170317-Zap-error-Zap-has-diverged-too-much", "title": "Zap error Zap has diverged too much", "help_title": "Zap error Zap has diverged too much", "slug": "_platform", "auth_signals": [], "text": "Zap error: Zap has diverged too much &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap error: Zap has diverged too much Updated May 29, 2026 18:19 In your Zap history, your Zap run has the status Stopped/Errored . Your Zap step displays the error message: Task was stopped because its Zap has diverged too much due to changes in the addition/removal/ordering of steps, or substitution of apps. Causes This happens when: You make significant changes to your Zap after it has already initiated a run, then attempt to replay an errored step. Significant changes include altering the order of steps, number of steps, or apps used in the Zap There’s a delayed run pending from a previous version of your Zap. How to fix it To fix it: Replay the entire Zap run . Note You cannot replay errored Zap steps , even if you revert the Zap back to its previous version of your Zap. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17303147345165-Add-your-own-knowledge-to-a-chatbot-with-data-sources", "final_url": "https://help.zapier.com/hc/en-us/articles/17303147345165-Add-your-own-knowledge-to-a-chatbot-with-data-sources", "title": "Add your own knowledge to a chatbot with data sources", "help_title": "Add your own knowledge to a chatbot with data sources", "slug": "_platform", "auth_signals": [], "text": "Add your own knowledge to a chatbot with data sources &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2023 Add your own knowledge to a chatbot with data sources Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Our new feature allows you to connect your chatbot to custom data sources, narrowing down responses to what matters most to you and your business. This feature is available for Interfaces Premium subscribers . &nbsp; Feature Overview: Connect to a custom data source for tailored chatbot responses. Control how your chatbot responds when no information on the data source matches a question. This feature adds an extra layer of personalization and relevance to your chatbot's responses. For more details on how to leverage this new feature, visit our Help Center !&nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17227446389773-Efficiently-limit-Zap-history-results-to-specific-versions-of-your-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/17227446389773-Efficiently-limit-Zap-history-results-to-specific-versions-of-your-Zap", "title": "Efficiently limit Zap history results to specific versions of your Zap", "help_title": "Efficiently limit Zap history results to specific versions of your Zap", "slug": "_platform", "auth_signals": [], "text": "Efficiently limit Zap history results to specific versions of your Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 Efficiently limit Zap history results to specific versions of your Zap Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Now, you can use the Search Zap history&nbsp; search box in Zap history to limit your results to specific Zap versions. This makes reviewing your Zap runs faster and more efficient. You can enter the version number or version name to search. The version number and name appears at the top of each Zap run in the Zap details page. Learn more about reviewing your Zap history . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17022246704525-Get-more-clarity-on-Zap-run-errors-with-AI-powered-troubleshooting-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/17022246704525-Get-more-clarity-on-Zap-run-errors-with-AI-powered-troubleshooting-Beta", "title": "Get more clarity on Zap run errors with AI powered troubleshooting Beta", "help_title": "Get more clarity on Zap run errors with AI powered troubleshooting Beta", "slug": "_platform", "auth_signals": [], "text": "Get more clarity on Zap run errors with AI-powered troubleshooting (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2023 Get more clarity on Zap run errors with AI-powered troubleshooting (Beta) Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Do you struggle to decipher cryptic error messages? Now, you can get help troubleshooting your errors in plain language, directly within your Zap run. Learn why the error occurred and read step-by-step instructions to fix your Zap. Get immediate support tailored to your Zap's specific issues. Automatically receive summarized, actionable steps from our internal docs. Troubleshoot any Zap across your team's workflows, even without prior context. Learn how to use AI-powered troubleshooting . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17416146912781-How-do-I-access-an-account-after-a-user-leaves", "final_url": "https://help.zapier.com/hc/en-us/articles/17416146912781-How-do-I-access-an-account-after-a-user-leaves", "title": "How do I access an account after a user leaves", "help_title": "How do I access an account after a user leaves", "slug": "_platform", "auth_signals": [], "text": "How do I access an account after a user leaves? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security How do I access an account after a user leaves? Updated May 29, 2026 18:17 When a Zapier user in your company leaves, business-critical workflows that they built could be disrupted. While Zapier cannot grant another person access to a user’s Zapier account, transfer ownership of that account, or update its connected app accounts, it may be possible for you to do so depending on the user’s Zapier plan and your user role in the Zapier account. Enterprise plans Team plans Pro or Free plans If the user was a member, admin, or super admin of your Zapier account Another super admin or the owner of your account can transfer ownership of the member’s Zap workflows and update their connected app accounts . If the user was the owner of your account Zapier cannot: Transfer ownership of Zapier accounts Update connected app accounts Transfer ownership of connected app accounts Your organization’s IT administrator may be able to grant you access to the account owner’s email address that was used in the Zapier account, or complete the request on your behalf. Then, reset their Zapier password . You may want to change the email address associated with the account as well. If the user was a member or admin of your Zapier account The owner of your account can transfer ownership of the member’s Zap workflows and update their connected app accounts . If the user was the owner of your account Zapier cannot: Transfer ownership of Zapier accounts Update connected app accounts Transfer ownership of connected app accounts Your organization’s IT administrator may be able to grant you access to the account owner’s email address that was used in the Zapier account, or complete the request on your behalf. Then, reset their Zapier password . You may want to change the email address associated with the account as well. If you're on a Pro or Free plan Zapier cannot: Transfer ownership of Zapier accounts Update connected app accounts Transfer ownership of connected app accounts Your IT administrator may be able to grant you access to the account owner’s email address that was used in the Zapier account, or complete the request on your behalf. Then, reset their Zapier password . You may want to change the email address associated with the account as well. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17710260699533-Generate-content-with-AI-Fields-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/17710260699533-Generate-content-with-AI-Fields-in-Zapier-Tables", "title": "Generate content with AI Fields in Zapier Tables", "help_title": "Generate content with AI Fields in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Generate content with AI Fields in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Generate content with AI Fields in Zapier Tables Updated May 29, 2026 18:17 The AI field lets you connect a Zapier table field directly to OpenAI. You can create a prompt, have the prompt reference data in the table, and generate responses. Available on plans: Free Professional Team Enterprise Set up an AI Field Click the Add field icon on the right side of a table. Select the AI Field field type . A sidebar will open. In the Name field, type a name for the field. Select your Open AI connection , or click Manage authentications to set up a new connection. Click Create Prompt . A dialog box will appear, and you can create it from scratch or using a template. Start from scratch Start from a template Select Start from scratch . Click Get started . The Edit prompt dialog box will open. Write your prompt. You can use the Insert Data box to select table fields to be used in the prompt. If necessary, click Prompt Settings to change how the AI responds. Click Regenerate to preview the AI response. When you're happy with the response, click Done . On the sidebar, click Create . The field will be added at the end of the table. Select Start from template . Click Get started . Select the prompt you'd like to use. You'll be able to edit the generated prompt. Click Next . Select a table field that will be used with the prompt. Click Continue . Review the prompt and the preview displayed at the bottom of the dialog box. You can edit the prompt. If necessary, click Prompt Settings to change how the AI responds. Click Regenerate if you've made changes to the prompt or settings. When you're happy with the response, click Done . On the sidebar, click Create . The field will be added at the end of the table. Prompt settings The prompt settings help control the content generated. To access the prompt settings: Click the header of the field you want to change. Click Edit field . A sidebar will open. Click Edit Prompt . Click Prompt Settings . In this menu you can change the following settings: Model: the specific model to be used. The list will change according to the models available on your OpenAI account. Maximum length: the maximum number of tokens to be used by the prompt and response. This can help to keep AI model usage and cost at a manageable level. Creativity: also known as 'temperature.' Use it to increase the randomness of the result. The higher the number, the more creative the model will be. Preview the results In the Edit prompt dialog box, you can see a preview of the content generated for a specific record. You can change which record is previewed using the arrows at the bottom of the screen. Tip You can also link a Zap to an AI Field to use the generated content with another app. Learn how to trigger a Zap from a specific field in Tables. Use the results of the AI Field Once you create an AI Field, the response may take a while to generate, depending on how complex the prompt is and how many records your table contains. When a field is filled, you can see and copy the content. It's not possible to edit or delete the results of an AI Field. However, you can regenerate the content of the whole field or of specific records. To regenerate the AI field all records: On your table, click the field name . A dropdown menu will open. Click Regenerate AI field . All values will be regenerated. To regenerate the AI field of a specific record: On your table, right-click the specific record you want to regenerate. A dropdown menu will open. Click Regenerate record . Note If you use any table fields as part of the prompt, the AI Field results will change if the content of one of the used fields is updated. This applies both to updates made manually or through a Zap. Edit your prompt In the Edit prompt dialog box, you can edit the existing prompt by changing the instructions or adding and removing fields. To do so: Click the header of the field you want to change. Click Edit field . A sidebar will open. Click Edit prompt . When you're done making changes, click Done . Note When you edit a prompt, it will re-generate that field's content in all records. You'll be asked to confirm before the update runs. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17569213814029-Generate-App-Extensions-using-natural-language-and-the-power-of-AI-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/17569213814029-Generate-App-Extensions-using-natural-language-and-the-power-of-AI-Beta", "title": "Generate App Extensions using natural language and the power of AI Beta", "help_title": "Generate App Extensions using natural language and the power of AI Beta", "slug": "_platform", "auth_signals": [], "text": "Generate App Extensions using natural language and the power of AI (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2023 Generate App Extensions using natural language and the power of AI (Beta) Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier knows creating an App Extension can be time-consuming for customers who are new to working with HTTP requests or reviewing API documentation. That’s why we've introduced a smart feature that uses artificial intelligence to speed things up for you. 🚀 &nbsp; In our App Extension Builder, you can use AI to: Auto-identify methods and API endpoints from your app's API docs. Suggest suitable input fields for your App Extension. Auto-generate an App Extension description. View recommendations of multiple endpoints for your action. Auto-fills your App Extension setup. All you need to do to start is describe your desired action in plain language without technical jargon. &nbsp; For more info, check out our detailed guide in the Zapier Help Center. Embrace the power of AI and generate App Extensions today! ⚡️ ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17950382282765-Fine-tune-your-Zap-setup-with-editable-trigger-test-records", "final_url": "https://help.zapier.com/hc/en-us/articles/17950382282765-Fine-tune-your-Zap-setup-with-editable-trigger-test-records", "title": "Fine tune your Zap setup with editable trigger test records", "help_title": "Fine tune your Zap setup with editable trigger test records", "slug": "_platform", "auth_signals": [], "text": "Fine-tune your Zap setup with editable trigger test records &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2023 Fine-tune your Zap setup with editable trigger test records Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Edit values in your trigger test records so you can ensure you have the exact data you need when building your Zap workflows. With editable trigger test records, you can: Easily modify trigger test record data, without impacting the original data in your app. Test a variety of scenarios for comprehensive troubleshooting. Ensure your Zap workflows are properly configured. This feature is available to all users &amp; plans. Learn more about setting up your Zap trigger , changing the trigger test record in your trigger , and trigger types in Zapier. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17946190203789-How-to-transfer-ownership-of-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/17946190203789-How-to-transfer-ownership-of-your-Team-or-Enterprise-account", "title": "How to transfer ownership of your Team or Enterprise account", "help_title": "How to transfer ownership of your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "How to transfer ownership of your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans How to transfer ownership of your Team or Enterprise account Updated August 10, 2026 17:22 Only the account owner can transfer ownership of a Team or Enterprise account: Go to your Organization page. In the Account owner field, click TRANSFER . You will be redirected to a new page. In the Transfer Ownership page, click Verify it's you . You will be prompted to log into your account again, then redirected back to the Transfer Ownership page. Click the Choose a new owner field to open the dropdown menu. Select a team member to make the new owner. Click Transfer Ownership . If the existing team account owner does not have a separate Zapier account, a new one will be created for them and they will become a regular member of the team. What to do if the original owner is not available Self-service transfer requires you to log in as the current account owner. If the original owner has left your organization and you do not have access to their email, see How do I access an account after a user leaves? for options. Note If the account owner deletes their account, this will delete the entire Team or Enterprise account too. All users will lose membership to that team account, including all features and Zap workflows in that account. To avoid this, existing owners must transfer ownership to another member of their account first. If your organization uses Workspaces , the owner, super admins, and admins are completely blocked from self-serve account deletion, since the owner automatically owns every workspace. The owner must transfer ownership of the organization before they can delete their account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/17534518441357-Validate-your-Tax-ID-in-real-time", "final_url": "https://help.zapier.com/hc/en-us/articles/17534518441357-Validate-your-Tax-ID-in-real-time", "title": "Validate your Tax ID in real time", "help_title": "Validate your Tax ID in real time", "slug": "_platform", "auth_signals": [], "text": "Validate your Tax ID in real time &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2023 Validate your Tax ID in real time Updated August 22, 2024 09:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier will now validate your Tax ID in real time! This will help ensure your ID is correct in all your Zapier invoices. To use this feature, visit your account's billing and usage settings , and enter your Tax ID as usual. You will see a message notifying you that the ID is valid or invalid for the chosen country.&nbsp; You can find a step-by-step guide on how to use this feature on our Zapier Help Center. We're here to help make your tax compliance as smooth and stress-free as possible! &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18184937826189-Amplify-your-productivity-with-the-AI-Field-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/18184937826189-Amplify-your-productivity-with-the-AI-Field-in-Zapier-Tables", "title": "Amplify your productivity with the AI Field in Zapier Tables", "help_title": "Amplify your productivity with the AI Field in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Amplify your productivity with the AI Field in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2023 Amplify your productivity with the AI Field in Zapier Tables Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Are you looking to streamline your work processes? Zapier Tables now offers AI Fields, a feature designed to speed up your content creation.&nbsp; With the AI Field, you can: Create a prompt that references fields in your table. Generate responses based on your own data. Connect a Zap to the AI Field and send the generated content to another app. For a more detailed guide on how to use the AI Field, visit our Help Center ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18091355055757-Easily-document-your-complete-workflow-with-Zap-notes", "final_url": "https://help.zapier.com/hc/en-us/articles/18091355055757-Easily-document-your-complete-workflow-with-Zap-notes", "title": "Easily document your complete workflow with Zap notes", "help_title": "Easily document your complete workflow with Zap notes", "slug": "_platform", "auth_signals": [], "text": "Easily document your complete workflow with Zap notes &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2023 Easily document your complete workflow with Zap notes Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Building on last month’s step notes feature release, you can now add notes about your entire workflow using Zap notes. Zap notes replace the previous Zap description field in your Zap settings, so Zap notes and step notes all reside within the same Notes section in the right sidebar. With Zap notes, you can save time and collaborate efficiently with your teammates by providing context for your entire workflow. You can even use AI to generate a note for you! Learn about Zap notes . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18164966455053-Visual-editor-now-generally-available", "final_url": "https://help.zapier.com/hc/en-us/articles/18164966455053-Visual-editor-now-generally-available", "title": "Visual editor now generally available", "help_title": "Visual editor now generally available", "slug": "_platform", "auth_signals": [], "text": "Visual editor now generally available &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2023 Visual editor now generally available Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier's visual editor is now generally available to all users. Now, your entire workflow is displayed like a flow diagram, making even the most complex Zap workflows more accessible. Easily understand what's happening in your Zap workflows: See all steps at once, including path branching, so you can see how each step fits together. Edit step details in the sidebar while maintaining a view of your entire workflow. Export your Zap as an image so you can share it with your team or save it as a reference. The classic editor, which displays Zap workflows in a linear view, will be retired later this year. Learn more about the Visual Editor . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18156179146637-How-to-get-started-with-Microsoft-Entra-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18156179146637-How-to-get-started-with-Microsoft-Entra-on-Zapier", "title": "How to get started with Microsoft Entra on Zapier", "help_title": "How to get started with Microsoft Entra on Zapier", "slug": "microsoft-entra", "auth_signals": ["oauth"], "text": "How to get started with Microsoft Entra on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps IT operations Microsoft Entra How to get started with Microsoft Entra on Zapier Updated May 12, 2026 11:48 Microsoft Entra and Zapier connect to automate your identity and access management workflows. You can manage users, groups, and directory objects across your organization. Prerequisites To use the Microsoft Entra app on Zapier, you must have: A Microsoft Entra account (free or paid). Connect Microsoft Entra to Zapier To create an app connection to Microsoft Entra on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Microsoft Entra . Click Add connection . A new browser tab or window will open. Log into Microsoft and grant Zapier permission to access your Entra account. Your Microsoft Entra account is now successfully connected to Zapier. About Microsoft Entra's app Triggers, searches, and actions Triggers New User (Polling) - Triggers when a new user is created. New Group (Polling) - Triggers when a new group is created. Searches Find User - Finds an existing user. Find Group - Finds an existing group. Actions Create User - Creates a new user. Add User to Group - Adds a user to a group. Templates View all of Microsoft Entra's templates Additional Microsoft Entra resources Zapier's Microsoft Entra integration page Microsoft Entra documentation ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18185991725709-App-updates-Google-Workspace-Admin-Dropbox-Microsoft-SharePoint-and-Microsoft-Azure-Directory", "final_url": "https://help.zapier.com/hc/en-us/articles/18185991725709-App-updates-Google-Workspace-Admin-Dropbox-Microsoft-SharePoint-and-Microsoft-Azure-Directory", "title": "App updates Google Workspace Admin Dropbox Microsoft SharePoint and Microsoft Azure Directory", "help_title": "App updates Google Workspace Admin Dropbox Microsoft SharePoint and Microsoft Azure Directory", "slug": "_platform", "auth_signals": [], "text": "App updates: Google Workspace Admin, Dropbox, Microsoft SharePoint, and Microsoft Azure Directory &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2023 App updates: Google Workspace Admin, Dropbox, Microsoft SharePoint, and Microsoft Azure Directory Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. New app: Google Workspace Admin &nbsp; Stuck managing your Google Workspace users manually? Zapier’s new app for Google Workspace Admin is here to help. You can streamline your user management tasks with these actions:&nbsp; Add User to Group Create Group Remove User from Group Find Group by Email Find User by Email Delete User Suspend User &nbsp; You can also use API Request and App Extensions with Google Workspace Admin! &nbsp; Learn more about getting started with Google Workspace Admin . Dropbox update: Team Spaces &nbsp; We’ve heard your requests and are thrilled to announce the new feature in our Dropbox app - we now support Dropbox for Teams! That means we support files and folders created in shared folders. Making it easier for you to share and manage files within your team. &nbsp; Learn more about getting started with Dropbox . &nbsp; Microsoft SharePoint update: new triggers and actions &nbsp; We’ve added lots of new triggers and actions for Microsoft SharePoint to help you manage content across your intranet sites: &nbsp; Triggers: New List Trigger: Updated Folder Trigger: Updated List Actions: Action: Delete Item Action: Move File Search: List Items&nbsp; &nbsp; Learn more about getting started with Microsoft SharePoint . Microsoft Azure Active Directory update: new triggers and actions We’ve added lots of new actions for Microsoft Azure Active Directory to help you manage employee access to external resources: Action: Create User Action: Create Group Action: Disable User Action: Remove User from Group Action: Add User to Group Action: Update Group Action: Delete Group &nbsp; Learn more about getting started with Microsoft Azure Active Directory . Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18365550909837-Personalize-components-with-managed-user-details", "final_url": "https://help.zapier.com/hc/en-us/articles/18365550909837-Personalize-components-with-managed-user-details", "title": "Personalize components with managed user details", "help_title": "Personalize components with managed user details", "slug": "_platform", "auth_signals": [], "text": "Personalize components with managed user details &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Personalize components with managed user details Updated April 10, 2026 14:10 You can use managed user details to personalize different components of your form project in Zapier Forms. The code snippets below allow you to customize components to display a user's ID, email, or name. Available on plans: Free Professional Team Enterprise Managed user information Code snippet to use ID {{currentUser.id}} Email {{currentUser.email}} Name {{currentUser.name}} Note The ID is a unique string of letters and numbers automatically assigned when a user is created in a form project and cannot be changed. Text component Form component Table component Text component From the Forms home, click the title of your form project. On the pages view, select the page that has your text component. Click your text component to expand the right sidebar. In the Content field, enter a code snippet for the field you want to display. Repeat this step for each field you want to use. Changes will be automatically saved and reflected on the preview. Note The space where you place the managed user information will display the default text while editing your page. Form component From the Forms home, click the title of your form project. On the pages view, select the page that has your form component. On the form component, click the field you want to use. A sidebar will open. Paste the code snippet into the Default value field. Whenever a managed user opens the form page, the field will be pre-filled with their information. The field can still be edited by the user. Note The field where you place the managed user information will appear blank while editing your page. Table component From the Forms home, click the title of your form project. On the Pages view, select the page that has your table component. A sidebar will open. From the sidebar, select the Data tab. Click Filter . Three new fields will appear. Click the first dropdown menu , then select the field that you want to filter. Click the second dropdown menu and select the Is exactly rule . Click the text field and paste the code snippet you want to use in the filter. Click Save changes . Whenever a managed user views the table, it will be filtered to items that match their user information, such as their email or name. Note Once you personalize a filter with user details, the table will appear blank while editing your page. Personalization without managed users If your form project does not have managed users, you can still personalize components using form content . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18671655966093-Quickly-review-Zap-information-from-your-Zap-folder", "final_url": "https://help.zapier.com/hc/en-us/articles/18671655966093-Quickly-review-Zap-information-from-your-Zap-folder", "title": "Quickly review Zap information from your Zap folder", "help_title": "Quickly review Zap information from your Zap folder", "slug": "_platform", "auth_signals": [], "text": "Quickly review Zap information from your Zap folder &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2023 Quickly review Zap information from your Zap folder Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. From your Zap folder, you can open a sidebar to see basic info about your Zap without having to open the Zap in the editor. In the sidebar, you can: View and change the Zap owner. Turn the Zap on and off. Rename the Zap. Duplicate the Zap. Open the Zap history. View all apps used in the Zap. Learn more about all of the info you can view in the sidebar . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps", "final_url": "https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps", "title": "Test Zap steps", "help_title": "Test Zap steps", "slug": "_platform", "auth_signals": [], "text": "Test Zap steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Test Zap steps Updated May 29, 2026 18:20 When you create a Zap , you should test each step while building, including your trigger and all action steps. This helps you ensure that your steps are set up correctly and provides you with data that you can use to build subsequent steps. You can test steps one by one. You can also test all un-tested steps or all steps at once. Learn more about setting up your trigger and action steps. What happens when I test a Zap step? Each time you test a step, Zapier will create a test record. It is a representative sample of the step’s data when the Zap runs live. If it’s a trigger or search action step, the sample will be data that the step receives from your app. If it’s an action step, the sample will be data that the step sends to and creates in your app. Test records include both fields and values. Fields are specific types of data and values are the specific data in a field. For example, “First name” can be a field and “Sofia” its value. In trigger steps, your app may provide real fields and values that you see in the app, or it may provide only representative fields and/or values. Ensure the step is set up correctly by comparing the data in your test record to what you see in the app itself. If needed, you can edit the values in the test record . Once you’re satisfied with your test record, you can use its data in subsequent Zap steps by mapping fields . Example If your trigger is a new email in Gmail, Zapier will pull in a recent email you've received to use as a trigger test record. You can map fields from your Gmail step to later steps in your Zap, like sending the body of the email to yourself in a Slack message or adding the sender's email address to your contact list. Triggers Actions Status section End to end Test triggers When you test a trigger step, Zapier will load test records from your app. Open your Zap and click Edit to enter edit mode. Select your trigger step . Select the Test tab. Click Test trigger . Zapier will retrieve data from your trigger app and display it as a test record. - Some apps will only return generic sample test records rather than real data from your app account. Select a test record . A dropdown menu will open and display the test record's data for your review. (Optional) You can load newer data at any time by clicking Find new records . Click Continue with selected record . Learn how to troubleshoot your trigger if your trigger test fails or if Zapier cannot find a trigger event . Test actions When you test an action step, Zapier will perform the action on your behalf. Testing is live and may result in changes made in your app. In your action step: Open your Zap and click Edit to enter edit mode. Select your trigger step . Select the Test tab. Click Test step . (Optional) You can re-test a step at any time by clicking Retest step . Click Continue . The Data out tab will display your testing results and any error messages that may occur. Use AI-powered troubleshooting to automatically review errors and suggested solutions. Test in the *Status* section The Zap Status section of the left sidebar will display any steps that should be tested at the top of the Steps section in Zap Status. To test or skip testing: Open your Zap and click Edit to enter edit mode. In the left sidebar, click the status icon . Click either: - Test step below an individual step to test it. - Skip tests to remove the warning icon without testing. - Test steps to test all steps that display the warning icon. Zapier will test all steps one at a time. The step that Zapier is currently testing will display a “Testing in progress” notification. Upcoming steps will display a “Test in queue” notification. Once testing begins, you can click Stop to prevent the next steps from testing. - Zapier will complete any tests that are in progress. - Zapier will remove any steps in the queue from testing, and the step will display a warning icon and the message “Please test this step”. When you test an action step, Zapier will perform the action on your behalf. Testing is live and may result in changes made in your app. If you have issues when testing, you can review error messages in the Data out tab or use AI-powered troubleshooting to automatically review errors and suggested solutions. Test end-to-end You can test every step in your Zap with one click. When you test a trigger step, Zapier will load test records from your app. When you test an action step, Zapier will perform the action on your behalf. Testing is live and may result in changes made in your app. Open your Zap and click Edit to enter edit mode. In the top right, click Test run . The left sidebar will open to the Zap runs section. Select a trigger test record to start the Zap run on. Click Test run . The Data out tab will display your testing results and any error messages that may occur. Use AI-powered troubleshooting to automatically review errors and suggested solutions. Tip Click the refresh icon to load new trigger records. Limitations Your steps will display a warning icon until you finish their setup and testing. You must test your trigger step and all Filter and Paths steps. The Publish button will be disabled until you successfully test those steps. You can skip testing in any other action step. You can review all untested steps in the Status section of the left sidebar. If you edit fields in your app, when you load a new trigger test record, the new field will not automatically update in your existing test records. For example, if you change a field from “Last Name” to “Surname” in your trigger app, you must load a new trigger test record and replace the fields in subsequent action steps. When you edit a step in your Zap: If you change a required field, the step test is reset. You should re-test the step to ensure there are no errors. If you change an optional field, the step test result is retained. You do not need to re-test the step, but you can if you want to test the changed field. You can run end-to-end testing on up to 500 loops when using the Looping tool . The Zap will throttle additional loops. During end to end testing, in trigger steps: File fields may not include any file values. You can still map the file field to subsequent steps, but those steps will not receive any values from the file field during testing, which may cause errors. File fields will have values when the Zap runs live. Field values may be truncated. The Zap will not truncate field values when it runs live. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18840344609677-Use-dynamic-filters-to-show-personalized-information", "final_url": "https://help.zapier.com/hc/en-us/articles/18840344609677-Use-dynamic-filters-to-show-personalized-information", "title": "Use dynamic filters to show personalized information", "help_title": "Use dynamic filters to show personalized information", "slug": "_platform", "auth_signals": [], "text": "Use dynamic filters to show personalized information &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Use dynamic filters to show personalized information Updated April 10, 2026 14:10 Dynamic filters in Zapier Forms allow you to filter information on a specific component based on who is the logged-in user. This feature can be used on Checklist , Table or Kanban components. Available on plans: Free Professional Team Enterprise Requirements The form project must have managed users. Learn how to set up managed users . The table that's associated with the component must have an email address field. Set up a dynamic filter Before using dynamic filters, ensure you've set up managed users . To create a dynamic filter: In your Checklist, Table, or Kanban component, click the component to expand the right sidebar. Click the Data tab. Click the Filter section. In the first dropdown menu, select the field containing the users' email addresses . In the second dropdown menu, select Is current user . Click Save changes . Once a dynamic filter is set up, you will not see the content of that component when editing your page. Note Dynamic filters do not work with dropdowns that use another table or field as a source. Filter using form data You can also use form submissions to filter the contents of Checklist, Table, and Kanban components. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18755649454989-App-versions-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/18755649454989-App-versions-in-Zapier", "title": "App versions in Zapier", "help_title": "App versions in Zapier", "slug": "_platform", "auth_signals": [], "text": "App versions in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps App versions in Zapier Updated August 05, 2026 10:44 Over time, apps on Zapier are updated with new versions, called app versions. Developers release app versions when they improve an app or fix bugs. How app versions affect your Zap workflows Zapier automatically updates your Zap workflows to the latest version when necessary. However, after releasing a new version, it may take time for Zapier to update your Zap workflows. Sometimes, the new version’s breaking changes prevent Zapier from updating your Zap workflows. In most cases, your Zap workflows can continue with the previous version. You can identify an app using an earlier version if the version number appears in the title without app tags. For example, Slack (1.2.2). If your app version deprecates and Zapier cannot update it automatically, we’ll email you instructions on how to update it yourself. Once the deprecation date arrives, Zap workflows using that version will pause. You can identify deprecated apps by “(Deprecated)” in the title or the “(Deprecated)” app tag . Note Zapier is migrating apps built with a legacy version of the Zapier Platform. Learn more about this update . When do I need to update my app version? App version types UI appearance Recommendation Latest No action needed. This is the recommended and fully supported version. Specific app version You can continue using this specific app version. However, it will not include the latest enhancements and features. Updating to the latest version is recommended if you experience any issues. Legacy You can continue using it but it is no longer fully supported. Updating to the latest version is recommended to resolve potential bugs. Deprecating Plan to update to the latest version before the end-of-life (EOL) date to ensure continued functionality. After the EOL date, the app will no longer work. Deprecated You must update to the latest app version. After the end-of-life (EOL) date, this app version will no longer work. Zap workflows using it will be turned off on the EOL date. How to update to the latest app version To update an existing Zap to the latest app version: Go to the Zap editor. Click the affected step . The right sidebar will open to the Setup tab. In the App field, click Change . Search for and select the app as it appears without any specific version numbers or app tags like “Legacy” or “Deprecated”. You should test your trigger or action step to ensure it works as expected. Switching between app versions If you have access to multiple versions of public or private apps , you can switch between them. Otherwise, you can update but not switch back once you have published the draft of your Zap. For Enterprise plan users experiencing issues after selecting the latest app version, you can use version rollback to revert changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18319944217869-Boost-engagement-with-the-chatbot-popup-overlay", "final_url": "https://help.zapier.com/hc/en-us/articles/18319944217869-Boost-engagement-with-the-chatbot-popup-overlay", "title": "Boost engagement with the chatbot popup overlay", "help_title": "Boost engagement with the chatbot popup overlay", "slug": "_platform", "auth_signals": [], "text": "Boost engagement with the chatbot popup overlay &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2023 Boost engagement with the chatbot popup overlay Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Providing immediate, interactive support to your website visitors is crucial. That's why Zapier introduced a new feature: you can now use the Interfaces chatbot component as a popup overlay on your website! This update allows you to deliver real-time responses, guide users through your site, and offer timely assistance. It's all about enhancing your customer's journey while reducing your team's workload. For more information and step-by-step instructions, visit the Zapier Help Center . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18872600247309-Use-Google-Analytics-with-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/18872600247309-Use-Google-Analytics-with-Zapier-Forms", "title": "Use Google Analytics with Zapier Forms", "help_title": "Use Google Analytics with Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Use Google Analytics with Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Use Google Analytics with Zapier Forms Updated April 10, 2026 14:10 You can track visits to your form projects through Google Analytics by adding your Google tracking ID . Available on plans: Free Professional Team Enterprise Add a Google Analytics tracking ID In the left sidebar of your form project, click the Tracking icon to expand the sidebar. In the Google Universal Analytics Tracking ID field, paste your tracking ID. Click Save changes . It can take 24 to 48 hours for events to appear in Google Analytics reports. You can verify that events are going through by using real-time reports in Google Analytics. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18872714686605-Change-access-permissions-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/18872714686605-Change-access-permissions-in-Zapier-Forms", "title": "Change access permissions in Zapier Forms", "help_title": "Change access permissions in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Change access permissions in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Change access permissions in Zapier Forms Updated April 28, 2026 20:32 You can control who can view your form projects in Zapier Forms. Available on plans: Free Professional Team Enterprise Change permissions In the left sidebar of your form project, click the Access &amp; users icon to expand the sidebar. Under the Access field, click the dropdown menu . Select an option: Anyone with the link : This is the default option. The form project is accessible to anyone who has the link. Anyone with the password : Only users with whom you share the password are able to access the form project. Managed users only: One time passcode : Only specific users have access. The first time users log in, Zapier will email them a security code to enter the form project. You can add CAPTCHA to the login process for additional security. Managed users only: Advanced login : Only specific users have access. Users can log in using a magic link or their Google account. You can add approved domains so any user who has an email address matching those domains can log in. You can add CAPTCHA to the login process for additional security. Click Save changes . Add managed users You can restrict which users can access your form project by limiting access to specific users or domains. Add specific users To create a new managed user: In the left sidebar of your form project, click the Access &amp; users icon to expand the sidebar. Under the Access field, click Manage . A dialog box will open. Click Add user . In the Name field, enter the new member's name . In the Email field, enter the new member's email address. Click Add user . The dialog box will close. Click Save changes . You can then share the URL of the form project with them. Add approved domains When you're using the option \"Managed users only: Advanced login\", you can add approved domains. Once you add an approved domain, any user with an email address that belongs to that domain can log in. In the left sidebar of your form project, click the Access &amp; users icon to expand the sidebar. In the Access dropdown menu, select Managed users only: Advanced login . In the Approved domains box, click Manage . A dialog box will appear. Click Add new domain . In the Domain name field, enter the domain . Click Approve domain . The dialog box will close. Click Save changes . Tip If you have managed users, you can personalize text components with their information. Select login options When you select the Managed users only: Advanced login option, you can allow users to log in via a Magic Link or their Google account, depending on your Zapier plan. Whenever a new user successfully logs in to the form project, they'll be added to the list of managed users. Professional Team and Enterprise Available on plans: Free Professional Team Enterprise On Professional plans, Magic Link is the only available login option. It is enabled by default and cannot be disabled. Magic Link: the user will enter their email address in the form project login field and receive a link to log into the form project. The link can only be used once and expires after one hour. Available on plans: Free Professional Team Enterprise On Team and Enterprise plans, you can enable multiple login options. In the left sidebar of your form project, click the Access &amp; users icon to expand the sidebar. Next to each login option you want to enable, click the toggle to turn it on. Magic Link: the user will enter their email address in the form project login field and receive a link to log into the form project. The link can only be used once and expires after one hour. This is the default option. Google: the user can sign in with their Google account to gain access to the form project. Log out Users can log out of the form project by clicking the Log out link at the bottom of any page. Remove users You can remove specific users from the Access &amp; users section of the form project settings. In the left sidebar of your form project, click the Access &amp; users icon to expand the sidebar. Under the Access field, click Manage . A dialog box will appear with a list of all managed users. Next to the user that you want to remove, click the menu icon. Click Delete . Confirm the action by clicking Delete user . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18227509518861-Prefill-form-fields-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/18227509518861-Prefill-form-fields-in-Zapier-Forms", "title": "Prefill form fields in Zapier Forms", "help_title": "Prefill form fields in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Prefill form fields in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Build forms Prefill form fields in Zapier Forms Updated April 10, 2026 14:10 You can fill form fields in advance for your visitors by using URL parameters for each field. Form fields have unique references, which can be used to fill out certain fields by default for visitors. Available on plans: Free Professional Team Enterprise Find the field reference ID The field reference ID is a unique identifier for each field in your form. On a form component , click the field you want to use. A sidebar will open. Scroll down to the bottom of the field options, and click REFERENCE . You can use the existing reference ID for the field or type a unique reference ID for each field. Keep the reference to use later. Repeat these steps for each field you want to use. Build the URL To build a URL with prefilled fields, you can use the reference IDs in the following formula: ?=&amp;= The first field reference ID needs to be connected to the URL by a ? , with its value connected by a = , and each subsequent reference ID needs to be preceded by an &amp; and connected to its value by a = . Example The following example URL should open a form page with two fields prepopulated, Starting Date and Team : https://url-parameters-test.zapier.app/sign-up?start_date=15-Mar-2023&amp;team_name=Recruiting Use URL parameters with embedded pages You can also use URL parameters with embedded pages. To set this up, you'll first need to find the reference ID for the field you want to use. Once you have that ID: Click Share at the top of your form page. Click the Embed tab in the dialog box. At the bottom of the dialog box, select the checkbox for Allow query params . In the embed code field, look for query-params='' . Paste the reference ID for the form field, followed by an equal sign and the desired value , between the single quotes. For example: if a field reference ID is \"email\" and the value you want it to use is \"test@example.com\", then you can use the embed code this way: query-params='email=test@example.com' . Click Copy embed . Tip You can also use information submitted through a form field or managed user information to customize what visitors see. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18933552537997-Manage-which-apps-your-account-members-can-use-via-an-allow-list", "final_url": "https://help.zapier.com/hc/en-us/articles/18933552537997-Manage-which-apps-your-account-members-can-use-via-an-allow-list", "title": "Manage which apps your account members can use via an allow list", "help_title": "Manage which apps your account members can use via an allow list", "slug": "_platform", "auth_signals": [], "text": "Manage which apps your account members can use via an allow list &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2023 Manage which apps your account members can use via an allow list Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We understand that balancing team productivity with security is crucial. Ensure your account members use the right tools by building an allowed app list to define which apps they can use in Zapier. With allowed apps, admins, super admins, and account owners can: Select which apps your account members can use in Zapier. Prevent members from using any app that is not included in your allow list. Limit access to allowed apps to specific members or teams. Learn more about managing access to apps in your Company account. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18872442359693-Add-a-custom-domain-to-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/18872442359693-Add-a-custom-domain-to-Zapier-Forms", "title": "Add a custom domain to Zapier Forms", "help_title": "Add a custom domain to Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Add a custom domain to Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Add a custom domain to Zapier Forms Updated April 10, 2026 14:10 You can point your domain or subdomain to Zapier Forms. Available on plans: Free Professional Team Enterprise Set up a custom domain To set up a custom domain, you must enter your domain in your form project and point your domain to Zapier. Enter your domain in your form project In the left sidebar of your form project, click the Custom domain icon to expand the sidebar. In the Custom domain field, enter your domain . Click Save changes . Point your domain to Zapier If you need to use a top-level domain (such as example.com ), create an A record in your DNS provider that points to 76.76.21.21 . If you need to use a subdomain (such as www.example.com or demo.example.com ), create a CNAME record in your DNS provider that points to cname.vercel-dns.com . Tip Learn how to set up a top-level domain or subdomain . Remove a custom domain If you no longer wish to use a custom domain, you can remove it by following these steps: In the left sidebar of your form project, click the Custom domain icon to expand the sidebar. At the bottom, click the Remove this custom domain link. A dialog box will open. In the Type your domain to confirm: field, enter the domain . Click Remove domain . The button will only be enabled once the domain you enter matches the one you're deleting. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19055937195149-Supported-apps-for-API-Request-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/19055937195149-Supported-apps-for-API-Request-actions", "title": "Supported apps for API Request actions", "help_title": "Supported apps for API Request actions", "slug": "_platform", "auth_signals": [], "text": "Supported apps for API Request actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions Supported apps for API Request actions Updated July 21, 2026 13:31 Currently, you can create API Request actions with: ABC GymSales Actionstep ActiveCampaign Acuity Scheduling AdRoll Agendor Airtable Amazon Seller Central Asana Assignar Autotask awork Azure Active Directory Azure DevOps BambooHR Big Cartel BigCommerce Bigin by Zoho CRM Brevo Browse AI Campaign Monitor Capsule CRM Chargebee Chargify ChatGPT (OpenAI) Cin7 Core Inventory ClickFunnels Classic ClickSend SMS ClickUp Clio Close Cloudbeds Cloze Superhuman Docs Cognito Forms Confluence Server ConnectWise Manage Constant Contact Content Snare ConvertKit Copper Cvent Deel Dialpad Discord Discourse Docusign Drip Dropbox Dropbox Sign Drupal Dubsado Earth Class Mail eBay Escala Esendex Eventbrite Expensify Facebook Custom Audiences Filevine Firebase / Firestore Flutterwave Follow Up Boss Formidable Forms Formstack Frame.io Freshdesk Freshservice Front Gainsight Customer Communities GetResponse GitLab GoCardless Google Ads Google Analytics 4 Google BigQuery Google Business Profile Google Calendar Google Contacts Google Docs Google Drive Google Forms Google Groups Google Sheets Google Slides Google Tables Google Tasks Google Vertex AI Google Workspace Admin Greenhouse Harvest HOVER HubSpot Hubstaff Instagram Instagram for Business Intercom IRIS CRM Iterable Jira Service Management Jira Software Cloud Jira Software Server Jotform Kartra Klaviyo Knack LastPass Less Annoying CRM LightSpeed VT LinkedIn LinkedIn Ads Livespace Lofty Mailchimp Mailchimp Transactional MailerLite Classic Mailgun Marketo Method CRM Microsoft Dynamics 365 CRM Microsoft Dynamics365 Business Central Microsoft Outlook Microsoft SharePoint Microsoft Teams Microsoft To Do Miro monday.com Moodle MyCase MyGadgetRepairs Notion Okta OnceHub OneDrive Oneflow OneNote Ontraport Optimizely Campaign Oracle Primavera Cloud PagerDuty PandaDoc Pardot Pike13 Pingdom Pinterest Pipedrive Pipefy Podium Productboard Qualtrics QuickBooks Online Reamaze Recruiterflow Reddit remove.bg RingCentral Sage Accounting Salesforce Salesloft Salesmsg Seismic Learning SEMrush SendGrid ServiceNow ServiceTitan ShareFile ShipStation Shopify SignNow SignRequest SimpleTexting Slack Smartsheet Snitcher Spotify Square Squarespace Strava Streak Stripe SurveyMonkey TalentLMS Teachable Termene TextMagic SMS Thinkific ThriveCart Timely Time Tracking Todoist Tumblr Twilio Twitch Typeform Unbounce Universe Untappd UpKeep VideoAsk Webflow When I Work WooCommerce WordPress WPForms Wrike Xero You Need A Budget YouTube Zapier Tables Zendesk Zoho Analytics Zoho Backstage Zoho Books Zoho Campaigns Zoho Cliq Zoho Connect Zoho Creator Zoho CRM Zoho Desk Zoho Forms Zoho Inventory Zoho Invoice Zoho Mail Zoho Notebook Zoho People Zoho Projects Zoho Recruit Zoho Sheet Zoho ShowTime Zoho Sprints Zoho Survey Zoho WorkDrive Zomentum Zoom Request new apps to be supported There are no plans at this time to add additional app coverage. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18973518516109-App-updates-YouTube-BaseCamp3-Odoo-ERP-Self-Hosted-Facebook-Lead-Ads-LinkedIn-Ads-Microsoft-Outlook-and-Google-Workspace-Admin", "final_url": "https://help.zapier.com/hc/en-us/articles/18973518516109-App-updates-YouTube-BaseCamp3-Odoo-ERP-Self-Hosted-Facebook-Lead-Ads-LinkedIn-Ads-Microsoft-Outlook-and-Google-Workspace-Admin", "title": "App updates YouTube BaseCamp3 Odoo ERP Self Hosted Facebook Lead Ads LinkedIn Ads Microsoft Outlook and Google Workspace Admin", "help_title": "App updates YouTube BaseCamp3 Odoo ERP Self Hosted Facebook Lead Ads LinkedIn Ads Microsoft Outlook and Google Workspace Admin", "slug": "_platform", "auth_signals": [], "text": "App updates: YouTube, BaseCamp3, Odoo ERP Self-Hosted, Facebook Lead Ads, LinkedIn Ads, Microsoft Outlook, and Google Workspace Admin &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2023 App updates: YouTube, BaseCamp3, Odoo ERP Self-Hosted, Facebook Lead Ads, LinkedIn Ads, Microsoft Outlook, and Google Workspace Admin Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. YouTube update&nbsp; Enhance your YouTube videos with our latest improvements: We’ve updated the Upload Video action to include new fields: Added Made for Kids: You can now indicate if your video is suitable for kids,&nbsp; Category: Categorize your videos for easier navigation of your content. We’ve also added a new action Add Update Video Thumbnail .&nbsp; Learn more about getting started with Youtube . &nbsp; BaseCamp3 update We’ve added new actions to help you manage your ToDo items in BaseCamp3: Find ToDo Item Create Comment on ToDo Item Update ToDo Item These actions make it easier to find, track, and update your ToDo items, so you can stay organized and on top of your top. Learn more about getting started with BaseCamp3. &nbsp; Odoo ERP Self-Hosted update We’ve updated how you can connect to Odoo ERP Self-Hosted accounts. You can now use accounts with the ‘Odoo’ domain to authenticate. Learn more about getting started with Odoo ERP Self-Hosted . Facebook Lead Ads (for Business admins) update We’ve enhanced the Create Ad Statistics Report action to allow you to customize your ad reports. You can now choose the level of reporting (e.g. ad, campaign, account) and specify what metrics you want to include in your ad statistic report (e.g. impressions, clicks, spend). Learn more about getting started with Facebook Lead Ads (for Business admins) . &nbsp; LinkedIn Ads update We’ve enhanced the Create Report action to allow you to customize your reports. Report. You can now add up to 3 pivot groups and select a variety of metrics to gather insights on your data. Learn more about getting started with LinkedIn Ads . &nbsp; Microsoft Outlook update A few customers spotted that the New Event and Updated Event triggers pulled different Event IDs for the same event. As a result, we’ve updated the Updated Calendar Event trigger to return the correct Event ID value – so that it matches the New Event trigger.&nbsp; Learn more about getting started with Microsoft Outlook . &nbsp; Google Workspace Admin update We’ve added the Create User action so now Google Workspace Admin can further streamline their user management tasks.Learn more about getting started with Google Workspace Admin . &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19097922477453-Create-views-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/19097922477453-Create-views-in-Zapier-Tables", "title": "Create views in Zapier Tables", "help_title": "Create views in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Create views in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Create views in Zapier Tables Updated May 29, 2026 18:17 Views in Zapier Tables display subsets of a table's data. When you create a table, you are looking at the default view. By using views, you can filter specific records and hide fields without affecting the default view. This can be useful if you want specific users to only have access to part of the data. Learn how to create a table . Available on plans: Free Professional Team Enterprise Tip You can trigger Zap workflows from table views . Create a view All tables have a default view. When you create a new view, its name appears in the view selector in the toolbar. To add a new view: From the Tables home , click the table name . On the left sidebar, click the Views icon . The Views sidebar will open. Click Create View . Fill out the View Name field. You can also add a description . Click Create . Change what the view shows Once the view is created, you can change visible information in it by: Adding filters . Sorting records . Hiding fields . Note All views are connected to the default view. Editing a record or field in one view will change it in all views. Permissions Available on plans: Free Professional Team Enterprise Only the owner of a table and users with the role \"Editor\" can create and edit views. If you share a view with someone using the \"View only\" role, the person will not have access to other views or the original table. Learn more about Tables permissions . Note Users with \"Editor\" role can make changes to records, and these changes will affect other views. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18872229992461-Add-navigation-to-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/18872229992461-Add-navigation-to-Zapier-Forms", "title": "Add navigation to Zapier Forms", "help_title": "Add navigation to Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Add navigation to Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Add navigation to Zapier Forms Updated January 15, 2026 14:41 Visitors to your form project can use navigation to move between pages. Navigation is disabled by default. When you enable navigation, it will appear at the top of all pages. You can also enable or disable navigation on specific pages. Available on plans: Free Professional Team Enterprise Display navigation on all pages In the left sidebar of your form project, click the Navigation icon to expand the sidebar. Under the Display navigation on pages field, click the toggle switch to turn it on. Click Save changes . Tip You can also display your company or project logo in the navigation. Remove navigation from specific pages You can prevent the navigation from appearing on specific pages. This can be useful if you create an isolated page for a form or chatbot . From any page, click Page options , on the right of the top sidebar. A dialog box will open. Under the Global navigation field, click the toggle switch to turn it off. Click Save changes . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/18872823764109-Change-the-name-subdomain-and-home-page-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/18872823764109-Change-the-name-subdomain-and-home-page-in-Zapier-Forms", "title": "Change the name subdomain and home page in Zapier Forms", "help_title": "Change the name subdomain and home page in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Change the name, subdomain, and home page in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Change the name, subdomain, and home page in Zapier Forms Updated April 28, 2026 20:32 In Zapier Forms, you can change the name, subdomain, and home page of your form project. Available on plans: Free Professional Team Enterprise Change the name or subdomain You can edit the Name and Subdomain fields to change how your form project appears in a web browser. The name appears in the browser tab or window. The subdomain is the part of the URL that comes before .zapier.app , such as example.zapier.app , and appears in the browser's address bar. In the left sidebar of your form project, click the Settings icon to expand the sidebar. In the Name field, enter a new name . In the Subdomain field, enter a new subdomain . Click Save changes . Note Names can only contain letters, numbers, hyphens, and spaces. Subdomains can only contain letters, numbers, and single hyphens. Zapier may change or refuse certain subdomain names that violate the Acceptable Use Policy or where the name might cause customer or user confusion. Free plan users cannot customize the subdomain or URL slug. Free plan projects use system-assigned URLs. Tip If you're on the Zapier Teams or Enterprise plan, you can also use a custom domain . Change the home page By default, the home page is the first page you create in your form project. To change which page visitors see when they first go to your form project: Click the Settings icon in the left sidebar to expand it. Click the Home page dropdown menu. Select a page . Click Save changes . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19103226147853-Use-Zap-workflows-with-Zapier-Forms-components", "final_url": "https://help.zapier.com/hc/en-us/articles/19103226147853-Use-Zap-workflows-with-Zapier-Forms-components", "title": "Use Zap workflows with Zapier Forms components", "help_title": "Use Zap workflows with Zapier Forms components", "slug": "_platform", "auth_signals": [], "text": "Use Zap workflows with Zapier Forms components &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Use Zap workflows with Zapier Forms components Updated May 29, 2026 18:15 You can connect some Zapier Forms components to Zap workflows . This allows you to automate actions based on data your visitors enter into these components, such as submitting a form or moving a Kanban card to a different column. Available on plans: Free Professional Team Enterprise Tip Zapier tasks used by a form project do not count toward your account's task usage . Create a Zap To create a Zap from a component: Hover your mouse over the component and click Edit . If the component can be connected to a Zap, the right sidebar will have an Action tab. Click + Add action . Set up the required fields for the action. Click Create Zap . A new page or tab will open to set up your Zap action . Note If you add or edit a Zapier Forms step in a Zap, your draft will be saved, but you will not be able to publish edits unless you are the Zap owner. Tip If you do not have a Zapier account, you can sign up for a free trial . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19103331339789-Share-and-embed-Zapier-Forms-pages", "final_url": "https://help.zapier.com/hc/en-us/articles/19103331339789-Share-and-embed-Zapier-Forms-pages", "title": "Share and embed Zapier Forms pages", "help_title": "Share and embed Zapier Forms pages", "slug": "_platform", "auth_signals": [], "text": "Share and embed Zapier Forms pages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Share and embed Zapier Forms pages Updated July 21, 2026 13:31 Zapier Forms pages and forms can be shared publicly using the page URL and can be embedded into websites. By default, forms are visible to anyone with the public URL. Share by URL Available on plans: Free Professional Team Enterprise To get the public sharing URL for a form: From any page, click Share . In the dialog box, right-click and copy the URL to your clipboard. Embed a form on another site Available on plans: Free Professional Team Enterprise You can embed any page of your form project in another website: From any page, click Share . Click the Embed tab. From the dropdown menu, select the page to embed. You can change the height and width of the embed code, and you can decide if you want to include the page background. Select the Code Snippet Type from the dropdown menu. Click &lt;&gt; Copy embed to copy the code to your clipboard. Tip If the app where you want to embed your form page does not accept script HTML tags (such as Superhuman Docs), you can select the iframe option from the Code Snippet Type dropdown menu. Note Forms with restricted access cannot be embedded. You can update access options in the settings . Restrict domains that can use the page Available on plans: Free Professional Team Enterprise You can ensure a page is only used on your target website by restricting the domains that can use it. To do so: From the form page, click the Share button. A sidebar will open. Click the Embed tab. Click the Restrict domains toggle to turn it on. A new text field will appear. Paste or type the addresses in the Allowed domains text field. Separate each domain with a comma. The domains should not include the protocol (such as http:// or https:// ) or path (such as /example/path ). Click Done . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19220226086797-What-is-replay", "final_url": "https://help.zapier.com/hc/en-us/articles/19220226086797-What-is-replay", "title": "What is replay", "help_title": "What is replay", "slug": "_platform", "auth_signals": [], "text": "What is replay? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap history What is replay? Updated May 29, 2026 18:20 After your Zap runs, you may be able to re-run it. This is helpful when your Zap errors or when you want to edit your Zap and re-run it using previous data. Learn how to set up replay . Note Zapier will attempt to replay your Zap workflows but cannot guarantee that they will be successful. Replay errored Zap workflows Replay entire Zap run Replay errored Zap workflows Zap history will display one of eleven statuses for each step in your workflow. If an action step fails due to an errored status , you can replay it manually or automatically from your Zap History . Example For the following Zap: Trigger: User submits a form. Action: Send an email. Action: Add a spreadsheet row. If the Zap triggers and successfully sends the email, but fails to add the spreadsheet row, when you replay the Zap, Zapier will: Not replay the trigger. Not replay the email step. Attempt to add a spreadsheet row again. Manual replay With manual replay, you must initiate a replay yourself. When you do, Zapier will replay all steps that stop due to an errored status . The Zap run will have a playing status when Zapier attempts to replay it. Note On the Free plan, manual replay is only available for Zap runs with an errored status. To manually replay Zap runs with other statuses, such as on hold, you need a paid plan . Learn more about how to manually replay steps . Available on plans: Free Professional Team Enterprise Autoreplay If you enable autoreplay, Zapier will replay your Zap workflows automatically. You can enable autoreplay account-wide for all Zap workflows in your account, or on a per-Zap basis. Learn more about how to enable autoreplay . Available on plans: Free Professional Team Enterprise What happens when Autoreplay runs? Steps autoreplay will attempt: Zapier will replay all steps that stop due to an errored status . The Zap run will have a playing status when Zapier attempts to replay it. The Zap run will have a scheduled status until Zapier completes all autoreplay attempts. You can still manually replay a failed action if autoreplay has already scheduled another run. Zapier will attempt to replay the step up to 5 times. Error notifications: Zapier will not send any error notification emails until the final autoreplay attempt fails. Any Zapier Manager Zap workflows that are connected to the Zap will not trigger until the final autoreplay attempt fails. A Zap run will have a scheduled status when Zapier attempts to replay it or schedules it for replay later. The interval between failed replay attempts increases each time after the initial Zap run. Example If a Zap initially fails at 1:00 PM: Attempt Interval between attempts Example First 5 minutes after initial trigger event 1:05 PM Second 30 minutes after last attempt 1:35 PM Third 1 hour after last attempt 2:35 PM Fourth 3 hours after last attempt 5:35 PM Fifth 6 hours after last attempt 11:35 PM The final replay will occur about 10 hours, 35 minutes after the first error. Limitations of replay from Zap history Your Zap must be turned on. Filter and Paths steps are never replayed. Zapier will not replay them even if replaying a previous failed step would change the conditions used in the Filter or Paths steps. You must have enough tasks left in your account to cover failed steps. You can upgrade your plan if you need to replay steps before your billing cycle resets. You must replay steps within 60 days of the initial trigger event. Autoreplay will not replay Zap runs with an on hold status. You must manually replay them in Zap history or in the Zap editor instead. Manually replaying on hold runs requires a paid plan . You cannot replay failed Zap runs if you significantly change the Zap afterwards, including: Deleting one or more steps in your Zap. Delete the entire Zap. Adding one or more steps to the Zap. Moving one or more steps within the Zap. Change the app, trigger, or action used in the Zap to a different app, trigger, or action. You can replay failed Zap runs if you: Change the app, trigger, or action used in the Zap to a new version of the same app, trigger, or action that's comparable to the previous version you were using. Change fields within the Zap, you can replay failed steps. If you turn off autoreplay, Zapier will disable all scheduled future attempts to replay failed actions even if you turn autoreplay back on before the next attempt. If a step has an on hold status because of an expired app connection, any scheduled replays will not replay the step until you reconnect your app . In Teams and Enterprise accounts, you must be a super admin or owner to enable account-wide autoreplay. Replay entire Zap run If you want to re-run your entire Zap using previous data, starting from the trigger, you can do so from within the Zap editor . Unlike replaying from Zap history, when you replay from the Zap editor, Zapier will: Create a new run that will appear separately in your Zap history. In the Zap editor, the original run shows a replay icon with the replay count, and you can navigate between the original and its replays from the Zap outline. Replay every step of the Zap starting with the trigger. Replay every step regardless of step status . Replay Filter and Paths steps using the current published Zap workflow. Edit trigger run data from a previous Zap run, then replay the Zap using the modified data. Replay the Zap after deleting, adding, moving steps. Replay the Zap after changing the action app or event used in the Zap. Learn more about how to replay an entire Zap run . Available on plans: Free Professional Team Enterprise Limitations of replaying an entire Zap run Your Zap must be turned on. You must have enough tasks left in your account to cover replayed steps. You can upgrade your plan if you need to replay steps before your billing cycle resets. When you replay an entire Zap, it's considered a new Zap run. Any successful steps will count towards your task usage , even if they were already counted in a previous run. You must replay steps within 60 days of the initial trigger event. If you change the trigger app or event, you will not be able to replay the Zap. If a step has an expired app connection, Zapier will not replay the step until you reconnect your app . You can only edit trigger data from previous Zap runs if you connected the app account to Zapier or if the connection was shared with you. You can select up to 10 Zap runs to replay at the same time. Learn how to set up replay . ​ ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19206241429645-Do-Zapier-credits-expire", "final_url": "https://help.zapier.com/hc/en-us/articles/19206241429645-Do-Zapier-credits-expire", "title": "Do Zapier credits expire", "help_title": "Do Zapier credits expire", "slug": "_platform", "auth_signals": [], "text": "Do Zapier credits expire? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Do Zapier credits expire? Updated June 19, 2025 12:00 Zapier credits expire one year after they are added to the account. If there are credits on your account, Zapier will use them before charging your payment method. Where can I view my credits? You can see available credits in two locations: In the Account credit section of your Billing settings tab . This section is only displayed when you have credits. Credits here are displayed in dollars, with exchange rate information below, if your account uses a different currency. As a line item in your latest Zapier invoice on the Billing and usage page . The credits are always displayed in the same currency you use to pay for your Zapier account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19103134913037-Manage-pages-and-components-on-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/19103134913037-Manage-pages-and-components-on-Zapier-Forms", "title": "Manage pages and components on Zapier Forms", "help_title": "Manage pages and components on Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Manage pages and components on Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Manage pages and components on Zapier Forms Updated May 29, 2026 18:15 You can edit the pages and components in Zapier Forms at any time. Learn how to add pages and components . Available on plans: Free Professional Team Enterprise Duplicate a page On the list of pages for your form project, click the menu icon for the page you want to duplicate. Click Duplicate page . Delete a page On the list of pages for your form project, click the menu icon for the page you want to delete. A dialog box will open. If the page is connected to any Zap workflows, you must decide whether to keep or delete the Zap(s). Select an option: Keep Zap(s) but turn off : any connected Zap workflows will be turned off. Delete Zap(s) : Zap workflows will be moved to the Trash in your Zapier account. Click Delete page (or Delete page &amp; Zap workflows if you select the \"Delete Zap(s)\" option). Note You cannot recover a deleted page. Edit a component On any page, hover your mouse over the component you want to edit. Click the Edit button. A sidebar will open. Edit the component. All changes are automatically saved. Delete a component On any page, hover your mouse over the component you want to delete. Click the Edit button. A sidebar will open. Click Delete component . A dialog box will open to confirm if you want to delete it. Click Delete component . Note You cannot recover a deleted component. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19596359164301-App-updates-Discord-Shopify-Microsoft-Dynamics-365-CRM-Google-Ads-Google-Workspace-Admin-and-more", "final_url": "https://help.zapier.com/hc/en-us/articles/19596359164301-App-updates-Discord-Shopify-Microsoft-Dynamics-365-CRM-Google-Ads-Google-Workspace-Admin-and-more", "title": "App updates Discord Shopify Microsoft Dynamics 365 CRM Google Ads Google Workspace Admin and more", "help_title": "App updates Discord Shopify Microsoft Dynamics 365 CRM Google Ads Google Workspace Admin and more", "slug": "_platform", "auth_signals": [], "text": "App updates: Discord, Shopify, Microsoft Dynamics 365 CRM, Google Ads, Google Workspace Admin, and more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 App updates: Discord, Shopify, Microsoft Dynamics 365 CRM, Google Ads, Google Workspace Admin, and more Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Discord update We’ve added new functionality to help you manage your Discord channels and messages: Role Assigned to User trigger. Send Direct Message to User action. The Send Channel Message action now supports sending messages to announcement channels. Learn more about getting started with Discord Shopify update We’ve added new functionality to help you manage your Shopify store: With the new Customer Account Enabled trigger , you can now monitor when customer accounts are enabled. You can also create actions for Shopify using API Requests or App Extensions . Learn more about getting started with Shopify Microsoft Dynamics 365 CRM update We’ve added new actions to help you manage your customer relationships and automate marketing campaigns: Find Campaign Create Campaign Response On top of that, we’ve updated our Microsoft Dynamics 365 CRM app to use the latest API version . Learn more about getting started with Microsoft Dynamics 365 CRM . Google Ads update To help you track performance, identify areas for improvement, and make informed decisions for your campaigns, we’ve added the Create report action to Google Ads app. The report will automatically create a report to provide insights into metrics such as click-through rate (CTR), cost per click (CPC), and conversation rates. Learn more about getting started with Google Ads . Google Workspace Admin update We’ve added a bunch of functionality to help you streamline user management: New User trigger Assign Role to User action Remove Role from User action Update User action Learn more about getting started with Google Workspace Admin . Microsoft Outlook update We’ve fixed a bug that a few customers were experiencing with the New Event, and Updated Event triggers were seeing different Event IDs for the same event . As a result, we’ve updated the Updated Calendar Event trigger to return the correct Event ID value to match the New Event trigger. Learn more about getting started with Microsoft Outlook . Microsoft SharePoint update We’ve improved the Create List Item action to support formatted columns . This means your team members can create Zap workflows to add list items that follow the specified format in Microsoft SharePoint. For example, if a column is formatted to only accept dates, Zapier will only allow users to add a date value to that column. Learn more about getting started with Microsoft SharePoint . Microsoft Azure Active Directory update We’ve added two new actions to help you manage users of your Microsoft Azure Active Directory: Update User Delete User Learn more about getting started with Microsoft Azure Active Directory . Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19532291509901-More-time-to-fix-Zap-workflows-that-error", "final_url": "https://help.zapier.com/hc/en-us/articles/19532291509901-More-time-to-fix-Zap-workflows-that-error", "title": "More time to fix Zap workflows that error", "help_title": "More time to fix Zap workflows that error", "slug": "_platform", "auth_signals": [], "text": "More time to fix Zap workflows that error &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 More time to fix Zap workflows that error Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We understand how crucial it is to keep your Zap workflows running without interruptions. Now, Zapier will send your account owner an email notification if your Zap errors 95% of the time it runs and has run more than 20 times in the past 7 days. Previously, your Zap workflows would turn off once this threshold was reached to prevent problems. But now, if your account is on a Team or Company plan , there's a grace period after you reach this threshold so you have time to fix things and keep your Zap workflows running smoothly. Get email notifications when your Zap errors frequently : Whenever your Zap workflows are nearing deactivation, an email is sent to the account owner. Enjoy a grace period : Company plan users get a 72-hour grace period and Team plan users get a 24-hour grace period before Zap deactivation. This feature is automatically enabled : You do not have to do anything to get this feature. Accounts on Team and Company plans have this feature now! Learn more about the error ratio grace period so you can stay ahead of issues and keep your workflows running smoothly. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19373346850701-Save-time-building-Zap-workflows-by-testing-or-skipping-tests-for-all-steps-at-once", "final_url": "https://help.zapier.com/hc/en-us/articles/19373346850701-Save-time-building-Zap-workflows-by-testing-or-skipping-tests-for-all-steps-at-once", "title": "Save time building Zap workflows by testing or skipping tests for all steps at once", "help_title": "Save time building Zap workflows by testing or skipping tests for all steps at once", "slug": "_platform", "auth_signals": [], "text": "Save time building Zap workflows by testing or skipping tests for all steps at once &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 Save time building Zap workflows by testing or skipping tests for all steps at once Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. In the left sidebar, you can now review all steps that you need to test. From there, you can test or skip testing for individual steps, or test or skip testing for all steps with the click of a single button. Need to stop testing that’s in progress when you starting testing all steps? You can easily stop Zapier from testing any later steps. You can also re-test any step at any time! Learn more about testing Zap steps . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19602401757837-Expand-your-workflows-by-using-more-paths", "final_url": "https://help.zapier.com/hc/en-us/articles/19602401757837-Expand-your-workflows-by-using-more-paths", "title": "Expand your workflows by using more paths", "help_title": "Expand your workflows by using more paths", "slug": "_platform", "auth_signals": [], "text": "Expand your workflows by using more paths &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 Expand your workflows by using more paths Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. With Paths by Zapier, you can add conditional logic to your workflows. And now, you can add up to ten paths and three nested paths (paths within a path) in your Zap, helping you build bigger, more flexible workflows. Learn more about how to use paths in your Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19693186435853-Import-data-into-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/19693186435853-Import-data-into-Zapier-Tables", "title": "Import data into Zapier Tables", "help_title": "Import data into Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Import data into Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Import data into Zapier Tables Updated June 22, 2026 08:33 With Zapier Tables, you can import your data to a new table from a CSV file or from certain apps, or append the content of a CSV to an existing table. Available on plans: Free Professional Team Enterprise Limitations For CSV files: Only comma-delimited CSV files are supported. Files that use other delimiters (such as semicolons, tabs, or pipes) are not compatible. UTF-8 encoded. Smaller than 50 MB. For all sources: The content of the file must be within the limit of records and fields of your Zapier plan . The importing process will ignore any records or fields beyond the limit of your plan. Import data into a new table To import data into a table: On the Tables home , click Import data . A dialog box will open. Select CSV to upload a file, or select the app you want to import data from. Import from CSV Click Choose File to select the file from your computer, or drag and drop a file into the window. Click Continue . Zapier Tables will display a preview of the records to be imported. To change a field's type, click the name of the field and select a different type from the dropdown menu. Click Continue importing to open your new table. Note Depending on the size of your file, the full content may take a few seconds to appear. Import from an app Once you select an app, the dialog box will show all existing connections to that app. If you do not have any connections, click + Sign in to [app name] . A new tab or window will open where you can create a new connection . In the new tab or window, click + Add connection . Follow the onscreen instructions. Once your connection is ready, go back to the Zapier Tables tab or window on your browser. - If the connection does not appear, refresh the browser tab or window. Select the connection . Click Continue . Fill out the required fields . Click Next . A preview of the content to be imported will appear. Select the checkbox beside the fields you want to import . - You can also click Select all to import all fields. Click Import data to open your new table. Import data into an existing table You can append new records to an existing table from a CSV file. Any new records will be added to the bottom of the table. Note The table must have at least the same number of fields as the file. If the table has fewer fields than the file, some fields may not be imported. You can add new fields before you start importing. On the Tables home , select your table . Click the menu icon at the bottom of the table and select Import records . A dialog box will open. Click Choose File to select the file from your computer. A preview of the records that will be imported will appear. Click a field's dropdown menu to change which field the content will be sent to. Click Continue importing . Imported records and Zap triggers Importing records does not trigger a Zap with a Zapier Tables New Record trigger. Only records you add manually, or records added by a Zap or through an MCP client, will trigger your Zap. To send imported records to a Zap: Select the checkbox beside each record you want to send. In the menu that appears at the bottom of the screen, click Automate records . A dialog box will open. Select all Zap workflows that will receive the records. Click Send to Zap workflows . Note You can send up to 10,000 records per page. Repeat for each page if your import includes multiple pages. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19703377133325-Use-domain-capture-to-ensure-your-employees-join-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/19703377133325-Use-domain-capture-to-ensure-your-employees-join-your-Zapier-account", "title": "Use domain capture to ensure your employees join your Zapier account", "help_title": "Use domain capture to ensure your employees join your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Use domain capture to ensure your employees join your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Use domain capture to ensure your employees join your Zapier account Updated April 21, 2026 12:07 Available on plans: Free Professional Team Enterprise Domain capture allows you to consolidate all Zapier users at your organization under a single account for better account management, user onboarding, and security. You can use it to determine how your employees join your Enterprise account. You can also use it to capture new users who sign up on your account. Once domain capture is enabled, users at your organization will automatically join your Enterprise account. This prevents users from creating separate Zapier accounts using your organization’s domain. Prerequisites Verify your domain . Enable single sign-on (SSO) . Enable domain capture To use domain capture, you must: Go to your account Settings . In the left sidebar, under the Admin settings section, click Security and privacy . Under the Security section, click Domain management. Under the Domain access settings section, select one of the following options from the dropdown: Anyone at a verified domain can join (default). Only invited users . Click Save changes. Assign Zapier to your employees in your SAML application You must assign Zapier to your employees in the identity provider that you used to enable SAML, like Okta, Entra, or OneLogin. When they sign up, they will see a dialog box that notifies them that an Enterprise account exists. If they click: Join your team, they’ll be redirected to your identity provider to authenticate and join your account. Use a different email, they will not be able to sign up for Zapier using an email address with your organization's email domain. Limitations You must be an admin, super admin, or owner of your Enterprise account to enable domain capture. Your domain cannot use a free email domain like gmail.com or yahoo.com. Users must sign up from zapier.com/signup using their email or Google SSO. Domain capture is not available for users who use another SSO service, such as Facebook or Microsoft. Domain capture will capture new users who sign up on your account. It will not capture existing users using your domain. You must use a manual account consolidation process to capture existing users. Domain insights will display all Zapier users who have signed up using your verified domain, including both free and paid accounts. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19695584120461-Filter-records-on-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/19695584120461-Filter-records-on-Zapier-Tables", "title": "Filter records on Zapier Tables", "help_title": "Filter records on Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Filter records on Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Filter records on Zapier Tables Updated May 11, 2026 08:47 You can filter most fields in your table to display only records that match a specific rule. Filtering options depend on the type of field you are using. Available on plans: Free Professional Team Enterprise Permissions Only the owner of a table or users with the \"Editor\" role can edit and create filters. Learn more about permissions in Zapier Tables . Filter records To filter records, you must select a field to filter by, a filter rule, and the value that the filter will evaluate. After you filter, your table will only show records that match your filter value. In the toolbar, click the Filter icon . Click the dropdown menu and select the field you want to filter by. Click the next dropdown menu to select the rule the filter will use to evaluate the field value. The content of this dropdown menu depends on the field type . Depending on the rule you select, a text field will appear. Enter a value in the field, or select an option from the dropdown menu. Click Apply filters . Note If you add multiple filters, the table will only display records that match all the filters. If you create a filter in a view, it will only affect records in that view. Learn more about views in Zapier Tables . Remove filters In the toolbar, click the Filter icon . Click the Remove filter icon beside the filter you want to remove. Each active filter also appears as a tag in the toolbar. You can click the x on a tag to remove that filter. Limitations You cannot use filters with these field types: Dropdown fields that use another table as a source. Dropdown fields that accept multiple selection. Button fields. JSON fields. Formula fields. Filter rules Each field type offers different filter rules. The section below contains examples of how each rule works. Click the header for each field type to see its rules. In each example, you will see: Rule: the filter rule's name. Value: the value to be checked against the rule. Examples: the content in a cell and what would be filtered and not filtered. Text-based fields Rules for text-based fields These rules apply to the following field types: Text Dropdown Email Phone number Link (text) Link (link) Linked Record AI Field Rule Value Example that would be displayed Example that would not be displayed Is exactly Apples Apples Apple (not plural) apple (not uppercase) Contains (case-sensitive) Apples and bananas Apples and bananas apples and bananas (not uppercase) Contains Apples and bananas Apples and bananas apples and bananas Strawberries and apples Is one of Apples Bananas Apples Bananas Apples and bananas Bananas and strawberries Is empty Only accepts True (field is empty) or False (field is not empty) Starts with App Apples Applesauce Apricots Bananas Note Filters for the Dropdown field can only use existing values. Number-based fields Rules for number-based fields These rules apply to the following field types: Number Currency Rule Value Example that would be displayed Example that would not be displayed Is exactly 100 100 150 Is greater than or equal to 100 100 150 99 Is greater than 100 120 101 100 99 Is less than or equal to 200 200 199 205 Is less than 200 199 150 200 220 Is between 100 200 120 135 95 215 Is one of 150 3000 80 3000 200 100 Is empty Only accepts True (field is empty) or False (field is not empty) Date field Rules for Date fields Rule Value Example that would be displayed Example that would not be displayed Is exactly 12/31/2022 1:00 12/31/2022 1:00 12/31/2019 12/31/2018 00:00 Is on or after 12/31/2022 1:00 12/31/2022 1:00 12/31/2022 01:01 12/30/2017 Is after 12/31/2018 1:00 01/01/2019 12/31/2018 01:01 12/31/2017 Is empty Only accepts True (field is empty) or False (field is not empty) Is before 12/31/2022 3:00 12/31/2022 1:00 03/01/2016 12/31/2022 1:00 Is on or before 12/31/2022 1:00 12/31/2020 3:00 03/01/2016 01/01/2023 Is between 08/19/2022 08/25/2022 08/21/2022 08/23/2022 08/28/2022 Is within Select an option from the time range dropdown menu Dynamic date filters If you select the rule \"is within\" to filter a Date field, instead of adding a specific date, you will select from a dropdown menu of time ranges, such as \"Last 7 days\", \"This calendar year\", or \"Next 365 days\". Note When you select options related to weekly ranges, such as \"This past week\" or \"This calendar week,\" the week will always start on a Monday and end on a Sunday. For \"Last 7 days\" and other options related to a number of days, the date range will include the current day. Checkbox field Rule for the Checkbox field The Checkbox field only accepts True or False as a filter: True : checkbox is selected. False : checkbox is not selected. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19732941696269-Consolidate-your-organization-under-one-Zapier-account-beta", "final_url": "https://help.zapier.com/hc/en-us/articles/19732941696269-Consolidate-your-organization-under-one-Zapier-account-beta", "title": "Consolidate your organization under one Zapier account beta", "help_title": "Consolidate your organization under one Zapier account beta", "slug": "_platform", "auth_signals": [], "text": "Consolidate your organization under one Zapier account (beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 Consolidate your organization under one Zapier account (beta) Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Beta This feature is in closed beta and only available to invited participants. This feature is in active development and may change. With domain capture, you can ensure your employees are all under your Zapier for Companies account. Your account owners, super admins, and admins can easily enable this feature from your account settings. Then, your employees can automatically join your Company account using their email address or by invite-only. Learn more about domain capture . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19292830986381-Build-Zap-workflows-faster-with-AI-powered-suggested-values-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/19292830986381-Build-Zap-workflows-faster-with-AI-powered-suggested-values-Beta", "title": "Build Zap workflows faster with AI powered suggested values Beta", "help_title": "Build Zap workflows faster with AI powered suggested values Beta", "slug": "_platform", "auth_signals": [], "text": "Build Zap workflows faster with AI-powered suggested values (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 Build Zap workflows faster with AI-powered suggested values (Beta) Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Speed up your Zap building by using AI-powered suggested values to set up your action steps. This feature can create static and dynamic values by using data from previous steps to help you fill out fields in your Zap. Learn more about how to use AI-powered suggested values . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19840117500685-What-is-a-Zapier-add-on", "final_url": "https://help.zapier.com/hc/en-us/articles/19840117500685-What-is-a-Zapier-add-on", "title": "What is a Zapier add on", "help_title": "What is a Zapier add on", "slug": "_platform", "auth_signals": [], "text": "What is a Zapier add-on? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing What is a Zapier add-on? Updated April 03, 2026 15:10 Add-ons are separate subscriptions for Zapier products like Zapier Chatbot and Zapier Agents . You can add them to your account at any time, even without a paid Zapier plan. Subscribe to an add-on Go to the billing and usage area of your account. Click Upgrade beside your chosen add-on. Select the plan for your add-on. You can sign up for other add-ons from this screen. Click Checkout . If you already have a payment method, it will be automatically selected. You can also edit or add your payment information. The total amount due will be displayed. Click Pay now . Billing for add-ons Each add-on appears on your invoice as a line item, separately from the price of a Zapier plan. If you're signed up to a paid Zapier plan, your add-on will use the same billing cycle as that plan, paid monthly or annually. If you want to be charged on a different cadence, you can change your Zapier plan first, and then sign up for an add-on. Add-on charges with the Free Zapier plan If you're on a Free Zapier plan, your add-on will be charged on the same day of the month (or the specific date, for annual plans) when you sign up for the Zapier plan, even if you signed up for the add-on on a different date. You will only be charged partially for the remaining days of that billing cycle. Note As the Zapier plan controls your account's billing date, if you sign up for a Zapier plan or upgrade a plan on a day other than your current billing date, your add-on will be renewed at that moment to ensure it matches the billing date. You will receive a credit for the unused time, which will be used towards the partial add-on charge. Cancel or downgrade an add-on You can cancel or downgrade an add-on anytime. This does not affect your Zapier plan or other add-ons. To cancel: Go to the billing and usage area of your account. Click Manage for the add-on you want to cancel. Select your add-on's Free plan . Click Checkout . On the next page, review the information and click Update account . When you cancel an add-on, your Zapier account receives a pro-rated credit , equal to the number of days until the end of the current billing cycle. This credit will be used on any future purchases on your account. You can re-purchase an add-on at any time. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19880280846221-Create-a-canvas-to-visualize-your-automated-system", "final_url": "https://help.zapier.com/hc/en-us/articles/19880280846221-Create-a-canvas-to-visualize-your-automated-system", "title": "Create a canvas to visualize your automated system", "help_title": "Create a canvas to visualize your automated system", "slug": "_platform", "auth_signals": [], "text": "Create a canvas to visualize your automated system &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Create a canvas to visualize your automated system Updated May 29, 2026 18:14 Zapier Canvas helps you visualize and organize full business systems. These systems can include manual and automated steps and link to Zap workflows, chatbots, agents, tables, forms, and any other apps within Zapier's app directory . You can share your canvas with other people, pin it to a folder as documentation, and invite Zapier account members to collaborate. Draft a canvas From the Canvas home , click + Create canvas . You'll be directed to your new canvas. In the dialog box, describe what you want to build . Canvas will use AI to generate a system suggestion. Learn how to create an effective prompt for Zapier Canvas. If you prefer to create your system manually, click anywhere outside the dialog box to see the blank canvas and add steps. You can make changes to the suggested system after it's displayed: Edit or rewrite your initial request and click Generate to start again or refine your request. Click an underlined app name to replace it with a different app. In the section Additional steps to consider , select the checkbox to add more steps to your canvas. When you're happy with your system, click Start building . You'll be taken to your new canvas. Review and build the canvas Once you start building, Canvas will display all the steps and apps suggested previously as a draft system. If you're happy with what it creates, click Build it . The assets will be added to your Zapier account, and you can edit any part of the system. Use Zapier Copilot to make changes You can chat with Zapier Copilot at any time to make changes to your canvas. Zapier Copilot can also work with you across all other Zapier products to help you complete any changes in other assets. To open Zapier Copilot, click the Copilot icon at the bottom of the left sidebar. In the chat text field at the bottom left, enter the changes you want to make. Press Enter on your keyboard, or click the Send icon to send a message. (Optional) Click the microphone icon to use voice recognition to dictate your workflow. Click the Stop button in the chat field to stop the AI generation. Note The account must have enough Zapier assets available (such as forms, chatbots, or tables) to create the whole system. If you need more assets, upgrade your plan . Add steps You can add new steps to a canvas by clicking the icon that appears whenever you hover over an existing step. Use this icon to add a step, split a path, or get a step suggestion . You can also add: Split paths : connect one step to multiple outcomes. Text boxes : add a title or description anywhere in your canvas. Groups : group steps and other objects to move them together, and label these groups. To create these elements, click any of the options in the Basic menu at the bottom of the canvas, and then click an empty area of the canvas. Learn about the different element types in Canvas. Connect steps When you hover over a step, small dots appear on each side of it. Click any dot and drag it to a dot on another step to connect them. Move steps You can move steps by clicking on the step border and dragging it to a new position, using either the Select or Hand tool . When you move a step to a new position, all connected lines will move with it. Delete a step To delete a step: Click a step or drag over multiple steps . On your keyboard, click the delete (Mac) or backspace (Windows) key. Only the selected steps are deleted. Any steps that were attached to it will be attached to another step. Delete a canvas From the Canvas home : Click the three dot icon beside the canvas' name. Click Delete . This action cannot be undone. Collaborate on systems You can invite other members of your Zapier account to help develop the system. Learn how to collaborate on a system . Pin a canvas as folder documentation Canvases can be added to folders . Once in a folder, you can pin the canvas to the documentation tab for quick access. Learn how to manage assets and pin a canvas . Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19923825623309-Limited-time-offer-Use-Google-Ads-in-Zapier-for-free", "final_url": "https://help.zapier.com/hc/en-us/articles/19923825623309-Limited-time-offer-Use-Google-Ads-in-Zapier-for-free", "title": "Limited time offer Use Google Ads in Zapier for free", "help_title": "Limited time offer Use Google Ads in Zapier for free", "slug": "_platform", "auth_signals": [], "text": "Limited-time offer: Use Google Ads in Zapier for free &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Limited-time offer: Use Google Ads in Zapier for free Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. You already use Google Ads to supercharge your online advertising. Now, for a limited time, you can use Google Ads for free in Zapier to supercharge your workflows too! How does it work? You don’t have to do anything! This offer is automatically available to all users on any Zapier plan. If your Zap uses a Google Ads trigger, no action steps in the Zap will count toward your task usage . If your Zap only uses Google Ads actions, any Google Ads action steps will not count toward your task usage. Even if you exceed your plan limits, you can keep using Google Ads in Zapier for free. This offer is available to all Zapier users from October 1, 2023 to December 31, 2023. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/20505304170637-Review-run-statuses-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/20505304170637-Review-run-statuses-in-Zap-workflows", "title": "Review run statuses in Zap workflows", "help_title": "Review run statuses in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Review run statuses in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap history Review run statuses in Zap workflows Updated May 29, 2026 18:20 Zap and step run statuses indicate whether your Zap or specific steps within it ran successfully or not. A Zap run status may differ from the statuses of its individual steps. The statuses are: Delayed. Errored. Filtered. Handled error. On hold. Needs review. Running. Safely halted. Scheduled. Skipped. Successful. You can view them in your Zap history or in the Zap runs sidebar in the Zap editor . This article explains the meaning of each status. Statuses Delayed The Delayed status indicates that the Zap run has a Delay step that is postponing the completion of the Zap run. It displays a clock icon . The Zap run and affected step run will have Delayed statuses, and all subsequent steps will have a Filtered status until the Zap continues running after the delay finishes. Their statuses will change based on whether they run successfully or not. Example Your Zap has a Delay step that postpones the Zap run for 5 minutes. During that time, the Zap and the Delay step have Delayed statuses, while subsequent steps have Filtered statuses. After the 5 minute delay finishes, the Zap will continue running and the Zap run, Delay step run, and subsequent step runs will change. Zap run status: Step run status: Errored The Errored status indicates that the run encountered an issue and did not run successfully. It displays a hand icon . The Zap run, affected step run, and all subsequent Zap steps that depend on fields mapped from this step will have Errored statuses. If a Zap errors repeatedly each time it runs, it will automatically turn off. Learn how to troubleshoot errors in Zap workflows . Example The Message Text field in Slack’s Send Channel Message action is a required field. If the values sent to that step are blank, the Zap run, the step run, and all subsequent Zap steps that depend on fields mapped from this step will have Errored statuses. Zap run status: Step run status: Filtered The Filtered status indicates that the conditions in a Filter step were not met, so the Zap did not run any subsequent steps. It displays a filtered icon . The Zap run, affected Filter step, and all subsequent steps will have Filtered statuses. Example You set up a Filter step with the condition that the Zap will only continue if the input text contains the word “Zebra”. If the word is not found, the Zap run, the Filter step, and all subsequent steps will have Filtered statuses. The Zap will not run past the Filter step. Zap run status: Step run status: Handled error The Handled error status indicates that an error handler ran as an alternative workflow after a step errored. It displays a hand icon . Only the Zap run will have a Handled error status. The errored step it branches from will have an Errored status. Steps within the error handler will have their own statuses based on whether they run successfully or not. Unlike the Errored status, a Zap will not turn off automatically if a Zap's error is handled multiple times. Example You set up an error handler to run if your Slack step errors. When it does the: Zap run has a Handled error status. Step the error handler branches from has an Errored status. The error handler path runs and the error path is highlighted. Any steps in the error path have their own step run statuses. Zap run status: Step run status: On hold The On hold status indicates that the run is paused. It displays a pause icon . The Zap run and affected step run will have On hold statuses and all subsequent steps will have Filtered statuses. Common causes include disconnected app accounts, task limit overages, and app access policies that restrict or prohibit the app. You can attempt to replay Zap workflows or steps that are on hold. Learn why runs are held and how to troubleshoot them . Example You created a Zap that includes a Google Calendar step. Later, the Google Calendar app connection used in the Zap expired. When your Zap runs again, the Google Calendar has an On hold status because it cannot run until the Google Calendar app connection is reconnected. If you reconnect the Google Calendar app connection and replay the Zap, the Zap run, affected Delay step run, and subsequent step runs will change. Zap run status: Step run status: Needs review The Needs review status indicates that a step requires human review before the Zap can proceed. This can happen for apps like Zapier Agents or Human in the Loop . It displays a thumbs up icon . The Zap run and affected step run will have Needs review statuses. All subsequent steps will have Filtered statuses until a reviewer completes the review. Example Your Zap has a Human in the Loop step that requires a reviewer to approve before the Zap can continue. Until then, the Zap run and affected Human in the Loop step have Needs review statuses, and all subsequent steps have Filtered statuses. Zap run status: Step run status: Running The Running status indicates that the run is in progress. It displays a running icon . The Zap run and affected step run will have Running statuses. All subsequent steps will have Filtered statuses until they start running. You may see the Running status when performing end-to-end testing of your Zap and in steps that take a long time to run, like Code or steps that use AI. Example An AI by Zapier takes a few seconds to process. During that time, the Zap run and affected AI by Zapier step will have Running statuses. All subsequent steps will have Filtered statuses until they run. Zap step status: Step run status: Safely halted The Safely halted status indicates that the run purposely stopped. It displays a clock icon . This usually occurs in search action steps when they find no results. The Zap run and affected step run have Safely halted statuses. Subsequent steps will still run, but if they have required fields mapped from this step, they will error. Unlike the Errored status, a Zap will not automatically turn off if a Zap halts multiple times. Example Your Zap has a search action step that looks for a spreadsheet row in Google Sheets based on a search string you provide. If no row matches your search string, the Zap run and affected step run will have Safely halted statuses. Subsequent steps will have their own statuses based on whether they run successfully or not. Zap run status: Step run status: Scheduled The Scheduled status indicates that the Zap run is scheduled to re-run because it encountered an error and autoreplay is enabled in your account. It displays a clock icon . The Zap run and all Zap steps that errored will have Scheduled statuses. When it re-runs, they will have have new statuses based on whether they run successfully or not. Example Your Zapier Tables step errored. Since Autoreplay is enabled in your account, your Zap status is Scheduled while the Zap attempts to replay the errored steps. Zap run status: Step run status: Skipped The Skipped status indicates that a step did not run because of the result of a preceding step in the Zap. It displays the info icon . You will only ever see this as a step run status, not a Zap run status. It does not appear in Zap runs. Instead, it appears as note on the bottom of the affected step in the Zap outline. It can occur when the affected step requires data from a mapped field, but the preceding step that contains the mapped field halted. Example The Slack step has a required field that is mapped to a preceding search action step. The search action did not find anything, so there was no value to send to this step and it was skipped. Step run status: Successful The Successful status indicates that the run completed without issues. It displays a check mark icon . Individual steps can have Successful statuses. The Zap run will only have a Successful status if alls steps have Successful statuses. Example Every step in your Zap ran without issues, including your Formatter step. Zap run status: Step run status: Deleting Zap runs A Zap run's status determines what happens when you delete a Zap run. If you see a Running , Needs review , On hold , Delayed , or Scheduled status, the the Zap has not finished running the action yet. Deleting the Zap run prevents the Zap from finishing the run. It also deletes the record of the run. For all other statuses, the Zap finished running the action. Deleting the Zap run only removes the record of the run. It will not undo the action. Additional Info Zap run statuses may be caused by more than one status, but the Zap run will only display one status. You can replay Zap steps or entire runs . If the Zap polls for new data and does not trigger, this will not appear in Zap runs. When a Paths step runs, as long as all other steps are successful: If a path’s conditions are met, the path and the Zap will both have Success statuses. If a path’s conditions are not met, the path will have a Filtered status and the Zap will have a Success status. Human in the Loop actions may have special run statuses . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/20516380550029-Seamlessly-review-your-Zap-run-details-directly-within-the-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/20516380550029-Seamlessly-review-your-Zap-run-details-directly-within-the-editor", "title": "Seamlessly review your Zap run details directly within the editor", "help_title": "Seamlessly review your Zap run details directly within the editor", "slug": "_platform", "auth_signals": [], "text": "Seamlessly review your Zap run details directly within the editor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Seamlessly review your Zap run details directly within the editor Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Monitoring your Zap runs is even more streamlined now. You don't have to bounce back and forth between the Zap editor and Zap history anymore. Now, you can review your Zap run details directly within the editor! Open your Zap in the Zap editor, then expand the left sidebar. A new Zap runs section displays all recent runs of the Zap, including info about their Zap run status. &nbsp; Learn more about how to view your Zap run details .&nbsp;&nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/20512774106125-View-specific-Zap-run-details", "final_url": "https://help.zapier.com/hc/en-us/articles/20512774106125-View-specific-Zap-run-details", "title": "View specific Zap run details", "help_title": "View specific Zap run details", "slug": "_platform", "auth_signals": [], "text": "View specific Zap run details &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap history View specific Zap run details Updated May 29, 2026 18:20 Zap run details provide information about the Zap, such as the Zap run status and data received and sent by each step. You can review individual Zap runs by selecting them from the Zap runs section in the left sidebar of the Zap editor . Review a Zap run Zap runs in the left sidebar In the left sidebar, click the Zap runs icon to review recent Zap runs. You can select a Zap run card from the list, you will enter the run view. The right sidebar will open and the Zap outline will expand with additional info about the run. Each run will have a Zap run status and each step will have a separate step run status. For example, if the Zap run errors, you may still have individual steps in the Zap run that were successful. If a run has been replayed , a replay icon appears on the run with the number of replays. Zap outline in the center At the top of the Zap outline, there is: The Zap run status . A link to view the Zap run in the Zap history page . A timestamp of the run date. The Zap version used for that run. The run ID. Each Zap run has a unique ID. If the run is an original that has been replayed , the number of replays and links to each replayed run. You can find more details for each step in a Zap run. Each step shows: The step run status icon. The app used in the step. The step number and app event used in the step. A description of the trigger event or action event that occurred. If the Zap run is not successful, you will find additional details why. Step run details in the right sidebar When you select a step in the Zap outline, you can review specific information about what occurred in that step. There are four possible tabs to help you review, depending on whether its a trigger or action step and the step run status. Data In: the data that was sent to the connected app for the given step. Data Out: the data that was received from the connected app for the given step. Troubleshoot: an AI-powered troubleshooting guide for errored Zap runs. Logs: a detailed HTTP log for the step that can be used for troubleshooting. Logs may take up to 3 minutes to load. Logs are only available for up to 7 days after a step runs, including replay attempts. Successful step Errored step Tip If your Zap errors, reviewing a Zap run can help you pinpoint the problem. Learn how to troubleshoot errors in Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/20258099402381-App-updates-Microsoft-Dynamics365-Business-Central-WhatsApp-Notifications-AdRoll-Google-BigQuery-and-more", "final_url": "https://help.zapier.com/hc/en-us/articles/20258099402381-App-updates-Microsoft-Dynamics365-Business-Central-WhatsApp-Notifications-AdRoll-Google-BigQuery-and-more", "title": "App updates Microsoft Dynamics365 Business Central WhatsApp Notifications AdRoll Google BigQuery and more", "help_title": "App updates Microsoft Dynamics365 Business Central WhatsApp Notifications AdRoll Google BigQuery and more", "slug": "_platform", "auth_signals": [], "text": "App updates: Microsoft Dynamics365 Business Central, WhatsApp Notifications, AdRoll, Google BigQuery and more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2023 App updates: Microsoft Dynamics365 Business Central, WhatsApp Notifications, AdRoll, Google BigQuery and more Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. New app: Microsoft Dynamics365 Business Central Overseeing all aspects of your business can be challenging. Our newest app, Microsoft Dynamics Business Central, is here to make operations smoother. You can now track deliveries and manage your supply chain using the Find Shipment action . You can now create bespoke actions using API Request actions and App Extensions . Learn more about getting started with Microsoft Dynamics365 Business Central . New app: WhatsApp Notifications Keeping track of every update can be overwhelming. Our new WhatsApp Notifications app eases this pain point by sending you vital updates straight to your WhatsApp, saving you time and effort. We have prefilled templates for various notifications: New Leads New Messages Payment Confirmations New Orders Shipping Confirmations Calendar Reminders Learn more about sending messages using WhatsApp. Microsoft Dynamics 365 CRM update We’ve added the Update Campaign Response action, so you can keep your CRM data current. Learn more about getting started with Microsoft Dynamics 365 CRM . AdRoll update You can now create bespoke actions for AdRoll using API Request actions and App Extensions . Learn more about getting started with AdRoll . Microsoft Outlook update We’ve updated the Find Event action to allow you to search by a unique ID too. Learn more about getting started with Microsoft Outlook . Google BigQuery update We’ve made several improvements to Google BigQuery: In triggers and actions, where applicable, we’ve added dropdown menus so you can select: Project ID Datasets Tables For the Run a Query search action , we return an empty array when no rows are found. Learn more about getting started with Google BigQuery . Microsoft SharePoint update We’ve added two new triggers to help you manage files in Microsoft SharePoint: New File Created Update File We’ve also fixed a bug where users got a non-descriptive error message for Update a File action. Going forward, error messages will include more details as to why the action didn’t work as expected, to help you fix your Zap workflows. Learn more about getting started with Microsoft SharePoint . Airtable update We’ve added the Create or Update Record action to enable you to create or update existing records. Learn more about getting started with Airtable . Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/20762512901517-Collaborate-with-members-of-your-account-by-sharing-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/20762512901517-Collaborate-with-members-of-your-account-by-sharing-your-Zap-workflows", "title": "Collaborate with members of your account by sharing your Zap workflows", "help_title": "Collaborate with members of your account by sharing your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Collaborate with members of your account by sharing your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 Collaborate with members of your account by sharing your Zap workflows Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Built a great Zap? Want other members of your team to be able to use it? Now you can easily collaborate on your workflows with other members of your Team or Company account by sharing Zap workflows directly within the editor! Share your Zap workflows with any member of your Team or Company account. Adjust folder sharing settings for better organization. Share any private app connections used in the account. Learn more about sharing your Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/19279534444429-How-to-get-started-with-Kraftful-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/19279534444429-How-to-get-started-with-Kraftful-on-Zapier", "title": "How to get started with Kraftful on Zapier", "help_title": "How to get started with Kraftful on Zapier", "slug": "kraftful", "auth_signals": ["api_key"], "text": "How to get started with Kraftful on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Kraftful How to get started with Kraftful on Zapier Updated May 12, 2026 11:48 Kraftful and Zapier connect to automate your product feedback workflows. You can analyze user feedback, track insights, and integrate AI-powered product research. Prerequisites To use the Kraftful app on Zapier, you must have: A Kraftful account (free or paid). Find your Kraftful credentials To find your API token: Log into your Kraftful account. Navigate to your account settings. Find or generate your API token . Copy the token. Connect Kraftful to Zapier To create an app connection to Kraftful on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Kraftful . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Token : Enter your Kraftful API token . Click Yes, Continue to Kraftful . Your Kraftful account is now successfully connected to Zapier. About Kraftful's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Add Feedback - Adds feedback in Kraftful. Add Call Transcript - Adds a call transcript and starts analysis. Templates View all of Kraftful's templates Additional Kraftful resources Zapier's Kraftful integration page Kraftful website ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/20897388284045-Invite-team-members-to-collaborate-on-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/20897388284045-Invite-team-members-to-collaborate-on-Zapier-Forms", "title": "Invite team members to collaborate on Zapier Forms", "help_title": "Invite team members to collaborate on Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Invite team members to collaborate on Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Invite team members to collaborate on Zapier Forms Updated May 29, 2026 18:15 In Zapier Forms, you can invite up to 10 other members of your Zapier account to edit a form project. This feature allows you to collaborate with your team to build and maintain a form project. Available on plans: Free Professional Team Enterprise Currently, this feature is available if: You are a Zapier user on a Teams or Enterprise plan. The members you want to add are within the same Zapier account. Learn more about Zapier pricing plans . Form project permissions Other members will be invited with the \"Editor\" role. As editors, they can edit pages, components , and all settings. Only the form project owner may add or remove editors. Zap workflows and tables Tables connected to components are automatically shared with editors. Zap workflows cannot be automatically shared with editors at this time, but will appear once they are granted access to the Zap. Learn how to change permissions for Zapier Tables and how to share a Zap folder . Invite a new editor When you invite a member, they will only have access to that specific form project. To invite a member of your Zapier account as an editor: From the Forms home , click the form project you want to share. Click the Share button at the top right of the screen. In the Editors tab, click the search box and type the name of the Zapier member. Once you find the right person on the dropdown menu, click their name to add them as an editor of that form project. Repeat the steps above to add another editor. I cannot find a person in the dropdown menu If the person you want to invite is not available in the dropdown menu: Check if they are part of the Zapier account. Ensure you're using their name as it appears in the Zapier account. It's not possible to search using email addresses. Remove an editor From the Forms home , click the form project you want to share. Click the Share button at the top right of the screen. Click the dropdown menu beside the editor's name and select Remove access . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21076527967117-Boost-your-productivity-with-OpenAI-GPTs-and-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/21076527967117-Boost-your-productivity-with-OpenAI-GPTs-and-Zapier", "title": "Boost your productivity with OpenAI GPTs and Zapier", "help_title": "Boost your productivity with OpenAI GPTs and Zapier", "slug": "_platform", "auth_signals": [], "text": "Boost your productivity with OpenAI GPTs and Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2023 Boost your productivity with OpenAI GPTs and Zapier Updated July 13, 2026 16:08 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Note AI Actions is no longer being developed and supported. For a fully supported experience, explore Zapier MCP , which offers even more flexibility and reliability for your workflows. Seamlessly integrate Zapier and the new OpenAI GPTs using AI Actions . This feature allows you to utilize Zapier's 30,000+ actions within your OpenAI GPTs. With AI Actions, you can effortlessly link these tools, including web browsing, Dall-E, and data analysis. AI Actions in GPTs are available to anyone with a Zapier account (free or paid) and a ChatGPT Plus or Enterprise subscription. Sign up for a free Zapier account to kickstart your journey. For more information, head over to the Zapier MCP documentation . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21142460418701-Advanced-settings-are-now-available-to-Professional-and-Team-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/21142460418701-Advanced-settings-are-now-available-to-Professional-and-Team-accounts", "title": "Advanced settings are now available to Professional and Team accounts", "help_title": "Advanced settings are now available to Professional and Team accounts", "slug": "_platform", "auth_signals": [], "text": "Advanced settings are now available to Professional and Team accounts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2023 Advanced settings are now available to Professional and Team accounts Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Earlier this year, we introduced new advanced settings to users on Company plans to give you more control over how your Zap workflows run. Now, we're expanding access to Professional and Team plans too! With autoreplay override , you can override your account-wide Autoreplay settings for individual Zap workflows. Error ratio override allows you to keep your Zap workflows running even when errors occur repeatedly. You can use flood protection to prevent your Zap from holding tasks when it receives large volumes of data at once. And polling interval lets you set custom polling intervals so you decide how often your Zap checks for new data. Learn more about Zapier plans . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21150353158157-App-updates-Google-Workspace-Admin-Slack-Marketo-Salesforce-MS-Teams-MS-Dynamics-365-Jira-Software-Cloud-Shopify-Twilio-and-SMS-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/21150353158157-App-updates-Google-Workspace-Admin-Slack-Marketo-Salesforce-MS-Teams-MS-Dynamics-365-Jira-Software-Cloud-Shopify-Twilio-and-SMS-by-Zapier", "title": "App updates Google Workspace Admin Slack Marketo Salesforce MS Teams MS Dynamics 365 Jira Software Cloud Shopify Twilio and SMS by Zapier", "help_title": "App updates Google Workspace Admin Slack Marketo Salesforce MS Teams MS Dynamics 365 Jira Software Cloud Shopify Twilio and SMS by Zapier", "slug": "_platform", "auth_signals": [], "text": "App updates: Google Workspace Admin, Slack, Marketo Salesforce, MS Teams, MS Dynamics 365, Jira Software Cloud, Shopify, Twilio, and SMS by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2023 App updates: Google Workspace Admin, Slack, Marketo Salesforce, MS Teams, MS Dynamics 365, Jira Software Cloud, Shopify, Twilio, and SMS by Zapier Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Google Workspace Admin update We’ve added two new actions to help you streamline user management: Assign License Revoke License Learn more about getting started with Google Workspace Admin . Slack bug fix We’ve fixed a bug that was causing Zap workflows to have an infinite loop of Slack messages to be posted repeatedly in the same thread when using the Send Channel Message action. Learn more about getting started with Slack . Marketo updates and bug fixes You can create new marketing automation workflows with the new New Program trigger. We’ve fixed several bugs with Marketo: The Find Lead action works to consistently find existing leads. The New Lead trigger no longer causes Zap workflows to time out. The Create or Update Lead action no longer prompts you to delete fields in the Zap editor that you want and populates all fields mapped out in your Zap. Learn more about getting started with Marketo . Salesforce update We understand how crucial it is to locate specific records swiftly and keep track of changes in real-time. We’ve added: Find Record(s) by Query (with line item support) action: You can now locate specific records based on precise criteria, including line items. New Field History Tracking event trigger: You can track changes, enabling you to track and maintain historical records. Learn more about getting started with Salesforce . Microsoft Teams update We’ve heard your need for more expressive and structured messaging to be available in Microsoft Teams. With the Send Chat Message action, we added new options to support markdown and HTML formatting. Learn more about getting started with Microsoft Teams . Jira Software Cloud bug fixes We’ve fixed the following bugs: Updated Issue trigger: The payload size error has been fixed, ensuring it consistently triggers updated issues. Create Issue and Find Issue actions: Accessing the self-link link from these actions no longer throws an error message. Learn more about getting started with Jira Software Cloud . Shopify update Creating draft orders can be time-consuming. That’s why we’ve added the new Create Draft Order action, so you can track order details efficiently. Learn more about getting started with Shopify . Twilio update You can now create bespoke actions using API Request actions and App Extensions with Twilio. Learn more about getting started with Twilio . SMS by Zapier update We’ve updated the SMS content filter, which now uses an AI filter to check for prohibited content. Learn more about sending text messages in Zap workflows . Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21386333695245-Add-CAPTCHA-to-an-form-or-project", "final_url": "https://help.zapier.com/hc/en-us/articles/21386333695245-Add-CAPTCHA-to-an-form-or-project", "title": "Add CAPTCHA to an form or project", "help_title": "Add CAPTCHA to an form or project", "slug": "_platform", "auth_signals": [], "text": "Add CAPTCHA to an form or project &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Build forms Add CAPTCHA to an form or project Updated April 10, 2026 14:10 CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) is a security system that helps prevent spam. You can set up your form project or form components to use CAPTCHA. When will CAPTCHAs appear? CAPTCHA display depends on how your form project is set up. Form projects with restricted access When you restrict who can access your form project , the CAPTCHA will appear when the user attempts to log in. This happens for the following access options: Anyone with the password. Managed users only: One time passcode. Managed users only: Advanced login. Publicly available form projects If you use the Anyone with the link option, only visitors flagged as suspicious will see a CAPTCHA when logging in. Add CAPTCHA to a form project Available on plans: Free Professional Team Enterprise To enable CAPTCHA for your whole form project: In the left sidebar of your form project, click the Access &amp; users icon to expand the sidebar. In the Add CAPTCHA box, click the toggle switch on. Click Save changes . Add CAPTCHA to form components Available on plans: Free Professional Team Enterprise You can also add CAPTCHA to your form components . When you use this option, visitors must complete the CAPTCHA before submitting the form. From any page of your form project, click the Edit button beside the Form component . In the Add CAPTCHA box, click the toggle switch on. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21613239711117-Google-Sheets-triggers-unexpectedly-or-too-soon", "final_url": "https://help.zapier.com/hc/en-us/articles/21613239711117-Google-Sheets-triggers-unexpectedly-or-too-soon", "title": "Google Sheets triggers unexpectedly or too soon", "help_title": "Google Sheets triggers unexpectedly or too soon", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: triggers unexpectedly or too soon &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: triggers unexpectedly or too soon Updated May 29, 2026 18:14 If your Zap, which uses a Google sheet trigger, runs too soon or expectedly, the subsequent steps might receive missing or incomplete information from the latest created or updated row. Causes This can happen for a few reasons: “Any column” monitoring : Selecting “Any column” for monitoring with the New or Updated Spreadsheet Row trigger causes the Zap to execute with every row edit, even minor cell edits, such as filling a blank cell. Incomplete row data: The New Spreadsheet Row trigger can send incomplete data to subsequent Zap steps if Google Sheets autosaves while a row is still being populated. Mid-spreadsheet modifications : Adding or removing a row within the spreadsheet while the Zap is turned on can disrupt the Zap’s data processing. How to fix it To resolve this issue, follow these steps: Update the “Trigger column” field . Selecting a specific column to monitor will trigger the Zap only when that column changes. (Optional) Add a column called \"Send to Zap\" to your spreadsheet and specify it as your column to monitor. Update that column to run the Zap. Enter data for the entire row at once . This prevents Google Sheets from autosaving while you are still filling it out the row. If you cannot enter the entire row at once, switch to the New or Updated Spreadsheet Row trigger and specify a trigger column. Turn off the Zap while making changes to your spreadsheet , such as adding or removing rows. Once you’ve completed your changes, turn your Zap back on. Learn more about spreadsheet updates that can affect your Zap workflows . Tip You can add a filter to avoid the Zap triggering on blank rows. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21612033911437-Google-Sheets-triggers-aren-t-instant", "final_url": "https://help.zapier.com/hc/en-us/articles/21612033911437-Google-Sheets-triggers-aren-t-instant", "title": "Google Sheets triggers aren t instant", "help_title": "Google Sheets triggers aren t instant", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: triggers aren&#39;t instant &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: triggers aren&#39;t instant Updated May 29, 2026 18:14 Your Zap uses a Google Sheet trigger, and it’s not running instantly as expected. It takes a few minutes for the Zap to run. This can be confusing since the trigger is labeled as \"instant.\" Causes The triggers for Google Sheets are unique among Zapier triggers. It uses both polling and instant trigger methods. This process takes about 3 minutes overall. How to fix it There are two ways to approach this issue: Continue using Google Sheet triggers. While Google Sheet triggers may take up to 3 minutes to trigger your Zap workflows, they remain a viable option if the delay is acceptable. Change your spreadsheet app. Consider using an alternative spreadsheet app such as Zapier Tables if you require an instant trigger. You can view all of our spreadsheet apps in our App Directory . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21613796877325-Google-Sheets-Zap-is-triggering-on-rows-in-a-sheet-on-another-Team-Drive", "final_url": "https://help.zapier.com/hc/en-us/articles/21613796877325-Google-Sheets-Zap-is-triggering-on-rows-in-a-sheet-on-another-Team-Drive", "title": "Google Sheets Zap is triggering on rows in a sheet on another Team Drive", "help_title": "Google Sheets Zap is triggering on rows in a sheet on another Team Drive", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: Zap is triggering on rows in a sheet on another Team Drive &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: Zap is triggering on rows in a sheet on another Team Drive Updated May 29, 2026 18:14 Your Zap workflows don't trigger based on changes to spreadsheets stored in a Team Drive when using the New or Updated Spreadsheet Row trigger. Causes Zapier relies on Google Drive's notification system to identify when there are changes in a spreadsheet. This works well for spreadsheets in your own Google Drive but is a problem for spreadsheets within a Team Drive. How to fix it To resolve this issue, follow this step: Change your trigger. Use the New or Updated Spreadsheet Row (Team Drive) trigger instead, as this trigger is designed to work with Team Drive. Note The New or Updated Spreadsheet Row (Team Drive) trigger isn’t instant. This is because it’s not supported in Google Sheet’s API. Google is aware of this issue and is actively working on a resolution. To help Google prioritize this issue: Go to Google's issue tracker . Click the star icon at the top of the page. Your action will signal to Google the importance of this issue and encourage them to address it promptly. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21161850084621-Invite-and-manage-users-in-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/21161850084621-Invite-and-manage-users-in-your-Team-or-Enterprise-account", "title": "Invite and manage users in your Team or Enterprise account", "help_title": "Invite and manage users in your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Invite and manage users in your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account User roles and permissions Invite and manage users in your Team or Enterprise account Updated June 22, 2026 14:57 Collaborate with members across your entire organization so you can scale your business-critical systems while administering all of them within a single account. Enterprise accounts include an unlimited number of members. Team accounts have a 25 member limit. There's no additional cost for adding a user, to you, or the person you invite. Manually invite and manage members Available on plans: Free Professional Team Enterprise Invite members Note Only account owners, Super Admins, and Admins can invite new members. Members do not have permission to invite external users to the account. Go to the Members page . In the upper right, click Add Members . You will be redirected to the Invite Members page. In the Email(s) field, enter the email address of the user you want to invite. To invite multiple users, paste up to 200 email addresses at a time, separated by commas, semicolons, tabs, new lines, or spaces. In the Member Role section, select a role for the member(s): Super Admin (only available in Enterprise accounts). Admin . Member . Zapier will send an email notification to the user an email notification to accept the invite. If they: Do not have an existing Zapier account, they can create one for free. Have an existing Zapier account, Zapier will add them as a user when they accept your invite. Learn more about user roles and permissions in Team and Enterprise accounts. Note Each account has a limit on the number of pending invitations: Team accounts: Up to 25 pending invites. Enterprise accounts: Up to 2,000 pending invites. Change an existing user's role Go to the Members page . In the list of users, click the menu icon next to the user whose role you want to change. A dropdown menu will appear. Select Update role . A dialog box will appear. Select a new role for the user. Click Update . Note The user must join the account using the email address that Zapier sent the invitation to. The user cannot join using a different email address or email alias. If the new member: - Does not have a Zapier account yet, they can create one for free. - Already has a Zapier account, they'll be added as a team member when they accept your invite. Add members automatically Available on plans: Free Professional Team Enterprise You can automatically add users to your account and manage them via SCIM or domain capture . Note If you add a user automatically via SCIM, they will not have a separate personal account created for them outside of your Team or Enterprise account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21636787677069-Google-Sheets-the-format-of-data-changes-when-added-to-my-spreadsheet", "final_url": "https://help.zapier.com/hc/en-us/articles/21636787677069-Google-Sheets-the-format-of-data-changes-when-added-to-my-spreadsheet", "title": "Google Sheets the format of data changes when added to my spreadsheet", "help_title": "Google Sheets the format of data changes when added to my spreadsheet", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: the format of data changes when added to my spreadsheet &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: the format of data changes when added to my spreadsheet Updated May 29, 2026 18:14 You've entered data into your spreadsheet by Zap, and the format of the data has changed unexpectedly. For instance, numbers might be turning into dates, dates might turn into numbers, or text might turn into numbers. Causes This can happen for reasons: Google Sheets is automatically formatting the data you enter based on the type of data it thinks it is. For example, if you enter a number that looks like a date, Google Sheets will automatically format it as a date. Existing conditional formatting rules in your spreadsheet. You are using a Formatter step to format the data to send to the spreadsheet, but the data is not transforming into the expected format. How to fix it To resolve this issue, follow this step: Remove Google Sheets formatting. This will prevent any data from being automatically formatted. Learn more about formatting in Google Sheets: Edit and format a spreadsheet Format numbers in a spreadsheet Review existing conditional formatting rules . Review and retest your Formatter step. It may be that your step is not using the correct transform or that the transform has not been set up correctly for your desired results. Modify text formats Modify date and time Modify number formats ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21136786980621-Change-a-field-s-data-type-on-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/21136786980621-Change-a-field-s-data-type-on-Zapier-Tables", "title": "Change a field s data type on Zapier Tables", "help_title": "Change a field s data type on Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Change a field&#39;s data type on Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Change a field&#39;s data type on Zapier Tables Updated September 18, 2025 16:00 In Zapier Tables, the field type defines the data format used in a specific field, such as email or number formats. Not all field types can be converted to another field type.&nbsp; Available on plans: Free Professional Team Enterprise Change the field type From your Tables home , click the name of your table. Click the header of the field you want to change. Click Edit field . A sidebar will open. Click the Field Type field to open the dropdown menu. Select a new field type . Possible field type conversions If the field you want to change uses one of the field types in the list below, it can be changed into any of the other types on this list: Text Long Text Checkbox Number Email Phone Number Date &amp; Time Currency Note Some conversions may warn you that changing the field type may invalidate some values. If you change the field type, review your table’s records afterward. Field types that cannot be changed You cannot convert these field types to any other field type: Dropdown Link Button JSON AI Field Note You can set dropdown fields to allow a single or multiple selections. If you mark the Allow multiple selections checkbox, you cannot change it back to a single selection afterward. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21636990300813-Google-Sheets-error-Zap-is-adding-rows-to-the-top-of-the-sheet", "final_url": "https://help.zapier.com/hc/en-us/articles/21636990300813-Google-Sheets-error-Zap-is-adding-rows-to-the-top-of-the-sheet", "title": "Google Sheets error Zap is adding rows to the top of the sheet", "help_title": "Google Sheets error Zap is adding rows to the top of the sheet", "slug": "_platform", "auth_signals": [], "text": "Google Sheets error: Zap is adding rows to the top of the sheet &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: Zap is adding rows to the top of the sheet Updated August 20, 2025 13:59 When using a Zap to update your Google Sheet, you wanted it to add a new row to the bottom of the spreadsheet. Instead, the Zap adds a new row to the top of the spreadsheet. Causes There are two reasons why this may happen: Column A is missing a header: If Column A does not have a header, Zapier will not know how to interpret the data in the column and will assume that the data is all headers. As a result, when you try to add a new row, Zapier will insert it at the top of the column since that is where the headers are located. Column A is being hidden: If Column A is hidden, Zapier will not be able to see the data in the column and will assume that the column is empty. As a result, when you try to add a new row, Zapier will insert it at the top of the column since that is where the empty cells are located. How to fix it To resolve this issue, follow these steps in Google Sheets: Ensure Column A has a header : If Column A does not have a header, add one. To do this: Select the first cell in Column A and type in a header name . Ensure Column A isn't hidden : If Column A is hidden, unhide it. To do this: Right-click on the column headers. Select Unhide Columns . Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21694568825485-Scheduled-transfers-will-be-deprecated-in-January-15-2024", "final_url": "https://help.zapier.com/hc/en-us/articles/21694568825485-Scheduled-transfers-will-be-deprecated-in-January-15-2024", "title": "Scheduled transfers will be deprecated in January 15 2024", "help_title": "Scheduled transfers will be deprecated in January 15 2024", "slug": "_platform", "auth_signals": [], "text": "Scheduled transfers will be deprecated in January 15 2024 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2023 Scheduled transfers will be deprecated in January 15 2024 Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. From January 15, 2024, Zapier is discontinuing the scheduled transfers function in Zapier Transfer (beta). If you currently have scheduled transfers set up, they will continue to run until this date. It will not be possible to create new scheduled transfers after November 30, 2023. To avoid disruption for existing users, Zapier will migrate active scheduled transfers into new Zap workflows that can accomplish the same workflow. One-time transfers are still available, but from January 15, 2024, will only be available through a Zap . Migration from a scheduled transfer to a Zap On November 30, 2023, if you have any active scheduled transfers on your account, you will see a new Zap on your account for each scheduled transfer. You'll need to publish it before it transfers any data. The Zap will have a structure that allows you to continue running the same workflow. You can identify these Zap workflows by their name. Each starts with “Migrated Scheduled Transfer”, followed by the name of the specific transfer. You can follow this link to view all migrated scheduled transfer Zap workflows . Use your migrated transfer Zap Find the corresponding migrated transfer Zap on your Zap dashboard. Click the name of the new Zap and check all fields match the workflow you expect. Once you're happy with it, click Publish , on the top right corner of the Zap editor. Once your Zap is published, you should delete your existing scheduled transfer. This is to avoid duplicating data transfers. From the Transfer dashboard , click the three dot icon for your existing scheduled transfer. Click Delete . In the dialog box, click Delete Transfer . Note The history of your Transfer will not be associated with the new Zap. Plan differences in migrating from scheduled transfers to Zap workflows Zap workflows work slightly differently from Transfers. Depending on your plan, you may need to upgrade to continue running the same workflow. Free plan: you may need to upgrade if your scheduled transfer migrated Zap has a filter step. Free and Starter plans: you may need to upgrade to a different plan if your account has reached the allowed number of Zap workflows. Learn more about Zap limits on the Pricing page . There is also a limit on how many Zap runs can happen before flood protection is activated for different plans. Free and Starter plans: 100 Zap runs per minute before flood protection is activated. Professional, Team and Company plans: 1,500 Zap runs per minute until flood protection is activated. Learn more about flood protection limits . What happens if I do not take action? On January 15, 2024, the scheduled transfer option will be removed. Any data that would go through a scheduled transfer will not be transferred after this date unless you activate the pre-configured Zap. Can I still use one-time transfers? Yes, the one-time transfer experience will remain the same until January 15th. Whenever you create a new Zap, once it's published, you will see the option to transfer existing data if your trigger is supported . You can also transfer existing data for your current Zap workflows, to catch up whenever there is any issue that prevents a Zap from regularly transferring data. The Transfer data option appears on the Zap details drawer if your trigger is supported . Tip Learn how to create a one-time transfer step by step. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21637256849677-Google-Sheets-values-sent-to-the-incorrect-columns", "final_url": "https://help.zapier.com/hc/en-us/articles/21637256849677-Google-Sheets-values-sent-to-the-incorrect-columns", "title": "Google Sheets values sent to the incorrect columns", "help_title": "Google Sheets values sent to the incorrect columns", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: values sent to the incorrect columns &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: values sent to the incorrect columns Updated May 29, 2026 18:14 Your Zap is sending data to the wrong columns in your spreadsheet. Causes This can happen if you insert, delete, or move columns in your spreadsheet. Your Zap identifies where to send data based on the column position. If you insert, delete, or move columns, and that adjusts the position of the column you’re trying to send data to, the Zap will continue to send data to the original column location. Example If you set up your Zap to send data to column C, then delete column B, column C will replace the original column B, becoming the new column B. What was column D will become the new column C and data will be sent there instead. How to fix it To resolve this issue, follow these steps: Go to your Zap workflows . Open your affected Zap . Select the Google Sheets step that is erroring. At the bottom of the Action section, click Refresh fields . This will load any changes you’ve made to your columns. Double check that all fields are properly mapped . In the upper right, click the switch to turn the Zap off. If the Google Sheet step has fields mapped to other steps, ensure that all fields in those steps are also properly mapped. Once you’re done editing the Zap, click Publish . Tip Always turn off any Zap workflows associated with your spreadsheet before making changes to your spreadsheet. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21637311927309-Google-Sheets-results-in-rows-with-mixed-values-or-overwriting-each-other", "final_url": "https://help.zapier.com/hc/en-us/articles/21637311927309-Google-Sheets-results-in-rows-with-mixed-values-or-overwriting-each-other", "title": "Google Sheets results in rows with mixed values or overwriting each other", "help_title": "Google Sheets results in rows with mixed values or overwriting each other", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: results in rows with mixed values or overwriting each other &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: results in rows with mixed values or overwriting each other Updated May 29, 2026 18:14 When you run your Zap, you notice that the rows being created in your Google Sheet are either mixed up or overwriting each other. This means that the Zap is not adding the rows to the spreadsheet correctly. This happens when using the Create Spreadsheet Row(s) action. Causes This problem can happen if you have multiple runs of your Zap in progress at the same time, or if you have multiple Zap workflows writing to the same spreadsheet. This is because Google Sheets is not able to handle multiple row creations at the same time, so the rows get mixed up or overwritten. How to fix it To resolve this issue, follow these steps: Add a Delay after Queue action step to your Zap. This action should be added before your Create Spreadsheet Row(s) step. Adding a delay between each row creation will give Google Sheets a chance to finish processing the previous row before adding the next one. If you are still having problems: You can try increasing the delay time in the Delay after Queue step. If you are using multiple Zap workflows to write to the same spreadsheet, you can try splitting your Zap workflows into smaller Zap workflows that each only write to a different spreadsheet. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21637060333325-Google-Sheets-Zap-is-creating-duplicate-rows", "final_url": "https://help.zapier.com/hc/en-us/articles/21637060333325-Google-Sheets-Zap-is-creating-duplicate-rows", "title": "Google Sheets Zap is creating duplicate rows", "help_title": "Google Sheets Zap is creating duplicate rows", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: Zap is creating duplicate rows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: Zap is creating duplicate rows Updated July 25, 2025 14:42 You've noticed that your Zap is creating duplicate rows in your Google Sheet. This means the same data is being added to the spreadsheet multiple times. Causes There are two reasons why this might be happening: Large spreadsheet with Autoreplay: If you have a large spreadsheet and Autoreplay is turned on, the Zap may be trying to process the data too quickly and creating duplicates. Unused columns: If your Zap is using columns you're not using in your spreadsheet, the Zap may create duplicate rows because it's unsure where to put the data. How to fix it There are two ways to fix this problem: Start a new spreadsheet with less data: If you have a large spreadsheet, try starting a new spreadsheet with less data in it. This will give your Zap more room to process the data without creating duplicates. Move/delete unused columns: If your Zap is using columns that you're not using in your spreadsheet, try moving or deleting those columns. This will prevent the Zap from creating duplicate rows. Make sure the Zap is turned off while you're moving or deleting rows. This will prevent the Zap from creating new duplicates while you're working on the spreadsheet. Once you've finished moving or deleting rows, turn the Zap back on and test it to make sure that it's no longer creating duplicates. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21637390618765-Google-Sheets-error-SSLError-read-operation-timed-out", "final_url": "https://help.zapier.com/hc/en-us/articles/21637390618765-Google-Sheets-error-SSLError-read-operation-timed-out", "title": "Google Sheets error SSLError read operation timed out", "help_title": "Google Sheets error SSLError read operation timed out", "slug": "_platform", "auth_signals": [], "text": "Google Sheets error: SSLError read operation timed out &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: SSLError read operation timed out Updated August 20, 2025 13:59 In the Zap editor or Zap history, you see an error message related to SSL operations, typically shown as: \"SSLError The read operation timed out\" \"ExternalHTTPSConnectionPool(host='sheets.googleapis.com', port=443): The read operation timed out.\" Causes This error arises due to the limitations of Google Spreadsheets in handling large datasets. Spreadsheets with over 100,000 rows can pose challenges for Zapier to access and process the data effectively. How to fix it To fix this problem, follow these steps: Reduce spreadsheet size. Consider creating a new spreadsheet with only the necessary data or remove unused columns. If you need to move or delete rows, disable the Zap before making the changes and re-enable it afterwards. Replay the task . If the error appears with Google Sheets as the action, indicating data loss, try replaying the specific task from your Zap history to recover the lost data. Consider changing your app. For larger datasets, consider other apps, such as Airtable or MySQL, better suited for handling large databases. Learn more about the database apps Zapier supports . Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21637778631309-Google-Sheets-error-Invalid-query-parameter-value-for-grid-id", "final_url": "https://help.zapier.com/hc/en-us/articles/21637778631309-Google-Sheets-error-Invalid-query-parameter-value-for-grid-id", "title": "Google Sheets error Invalid query parameter value for grid id", "help_title": "Google Sheets error Invalid query parameter value for grid id", "slug": "_platform", "auth_signals": [], "text": "Google Sheets error: Invalid query parameter value for grid_id &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: Invalid query parameter value for grid_id Updated August 20, 2025 13:59 You've selected your worksheet in the Zap editor and see the error message \"Invalid query parameter value for grid_id\". Causes There are a few factors can contribute to this error: Switching to a different spreadsheet without reselecting the worksheet . If you switch to a different spreadsheet without re-selecting the worksheet, the Zap may still attempt to use the previously selected worksheet, leading to the error. Modifying the selected worksheet . If the worksheet you've selected is deleted, moved, or has its name changed, the Zap will no longer be able to locate the intended worksheet, resulting in the error. Using a custom value to set the worksheet. Currently, Zapier doesn't support the use of custom values in the Worksheet field. If you've manually entered a custom value instead of selecting a worksheet from the dropdown list, this error will occur. How to fix it To resolve this error, follow these steps: Reselect the spreadsheet in your Zap . Go to the Zap step where the error appears. Reselect the Spreadsheet field. Reselect the Worksheet field. This action ensures that the Zap is using the correct worksheet identifier. Do not manually enter a custom value to set the worksheet. Setting a worksheet with a custom value isn’t supported for Google Sheets. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21701898623117-Google-Sheets-Updated-spreadsheet-or-worksheet-name-not-reflected-in-Zap-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/21701898623117-Google-Sheets-Updated-spreadsheet-or-worksheet-name-not-reflected-in-Zap-editor", "title": "Google Sheets Updated spreadsheet or worksheet name not reflected in Zap editor", "help_title": "Google Sheets Updated spreadsheet or worksheet name not reflected in Zap editor", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: Updated spreadsheet or worksheet name not reflected in Zap editor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: Updated spreadsheet or worksheet name not reflected in Zap editor Updated December 04, 2023 14:01 Symptoms You notice that the Zapier editor is displaying the previous name of your spreadsheet or worksheet, even though you have recently changed the name in Google Sheets. &nbsp; Causes Zapier caches the names of spreadsheets and worksheets when you first select them. When you change the name in Google Sheets, Zapier isn't immediately notified of this change, so it continues to display the previous name in the editor. &nbsp; How to fix it To fix this problem, follow these steps: In your Google Sheets step, click the Spreadsheet or Worksheet dropdown menu. Select a spreadsheet or worksheet different from&nbsp;the one you want to use. Click the dropdown menu again. You should see the most updated name appear. Select the updated spreadsheet or worksheet you want.&nbsp; &nbsp; &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21613393344397-Google-Sheets-Updated-Spreadsheet-Row-trigger-isn-t-working", "final_url": "https://help.zapier.com/hc/en-us/articles/21613393344397-Google-Sheets-Updated-Spreadsheet-Row-trigger-isn-t-working", "title": "Google Sheets Updated Spreadsheet Row trigger isn t working", "help_title": "Google Sheets Updated Spreadsheet Row trigger isn t working", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: Updated Spreadsheet Row trigger isn&#39;t working &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: Updated Spreadsheet Row trigger isn&#39;t working Updated July 25, 2025 14:48 You may encounter this issue if you're using the Updated Spreadsheet Row trigger in Zapier, and it suddenly stops triggering when you update the specified column in an existing row.&nbsp; Causes When you update a column in an existing row, Zapier only detects new values introduced to that column. If you change the value back to one that Zapier has previously seen in that row, it won't trigger the Zap again. How to fix it There are two ways to address this issue: Choose a column with unique values . Select a column for monitoring changes that will always contain unique values. This means that each row in the column will have a distinct value, ensuring that Zapier detects new changes and triggers the Zap accordingly. Create a new column for updates. If you need to track updates to a column that may contain duplicate values, consider creating a separate column specifically for this purpose. When you update the primary column, simultaneously update the new column with a unique value (e.g., a timestamp or an incremental number). This will trigger the Zap even if the primary column value has been seen before. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21637520631949-Google-Sheets-error-400-bad-request", "final_url": "https://help.zapier.com/hc/en-us/articles/21637520631949-Google-Sheets-error-400-bad-request", "title": "Google Sheets error 400 bad request", "help_title": "Google Sheets error 400 bad request", "slug": "_platform", "auth_signals": [], "text": "Google Sheets error: 400 bad request &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: 400 bad request Updated March 31, 2026 16:18 You find a “400 Bad Request” error when Zapier tries to update your Google Sheet. This error can appear in the Zap editor or Zap history. Causes This error occurs when your spreadsheet is protected, preventing Zapier from making any changes to your spreadsheet. How to fix it To resolve this issue, follow these steps: Remove protection from the spreadsheet to give Zapier access. Check your spreadsheet permissions to ensure that your spreadsheet is shared with the account you’re using in your Zap. The account must have: “Viewer” access if you’re using it for Zap triggers. “Editor” access if you’re using it for Zap actions. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21637918514445-Google-Sheets-data-sent-by-Zap-appears-as-ERROR-in-sheet", "final_url": "https://help.zapier.com/hc/en-us/articles/21637918514445-Google-Sheets-data-sent-by-Zap-appears-as-ERROR-in-sheet", "title": "Google Sheets data sent by Zap appears as ERROR in sheet", "help_title": "Google Sheets data sent by Zap appears as ERROR in sheet", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: data sent by Zap appears as #ERROR in sheet &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: data sent by Zap appears as #ERROR in sheet Updated May 29, 2026 18:13 In your Google Sheet, you see the #ERROR message in cells where data was sent from Zapier. Causes This happens if the data you send from Zapier starts with + , as Google Sheets interprets the leading + sign as the start of a formula. This causes Google Sheets to attempt to calculate the value instead of displaying it as text. How to fix it To resolve this issue, follow these steps: Go to your Zap workflows . Open your affected Zap . Select the Google Sheets step . Add a single leading apostrophe character ' in the affected field before the mapped field. This will force Google Sheets to treat the value as text. Once you’re done editing the Zap, click Publish . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21705940108941-Enable-publishing-restrictions-in-your-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/21705940108941-Enable-publishing-restrictions-in-your-Enterprise-account", "title": "Enable publishing restrictions in your Enterprise account", "help_title": "Enable publishing restrictions in your Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Enable publishing restrictions in your Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Manage your Zaps Enable publishing restrictions in your Enterprise account Updated June 18, 2026 18:36 Available on plans: Free Professional Team Enterprise Beta This feature is in open beta . It’s available for use but still in active development and may change. You can enable Zap restrictions in your account to keep your important data secure. When enabled, account members will have to request approval from a super admin or owner to make certain changes to a Zap. This includes: Publishing. Editing. Adding step notes to. Turning off. Deleting. Before you begin You must be a super admin or owner to approve or deny requests. Enable publishing restrictions Go to the Admin Center . In the Admin Center sidebar, in the Governance section, select Approval settings . In the Publishing restrictions section, click to toggle the switch on. Approval rules By default, only super admins and account owners can approve Zap workflows. To allow admins to approve: Under the Who can approve field, click to expand the dropdown menu . Select Admin, super admin and account owner . Click Save rules to confirm your change. By default, all Zap workflows will require approval before publishing. To limit approvals by certain criteria: Below the Who can approve section, select Only require approvals for Zap workflows meeting the following criteria . A new field, Apps requiring approval will appear below. Search for and select the apps you want to require approval for before publishing. Click Save rules to confirm your change. Once enabled, the Publish button will be replaced by a Request to publish button. When clicked, a dropdown menu will appear prompting members to request approval before they can change their Zap. They must provide a description of why they’re requesting the change. If their Zap does not have title, they will not be able to request to publish until one is added. All super admins and the account owner will receive an email notification of the request. This setting will apply to all future attempts to change Zap workflows, including in existing Zap workflows. Members can also delete their own approval requests. If they do, Zapier will not notify super admins or the account owner that the request was deleted. The request will no longer appear in the pending approvals list. Note If publishing restrictions are not enabled, admins, super admins, and the account owner can publish, edit, add step notes to, turn off, or delete a Zap without requesting permission. If publishing restrictions are enabled, only super admins and the account owner can publish, edit, add step notes to, turn off, or delete a Zap without requesting permission. All pending requests will be deleted if you change your approval rules. Only super admins or account owners can enable or disable the publishing restrictions settings. But admins can be added as approvers once the setting is enabled. View requests You can view pending approvals requests in the Versions section of the Zap editor's left sidebar and in the Pending approvals request page. Super admins and owners can view all requests that are pending approval, as well as their own requests for approval. Admins and members can only review their own requests. Learn more about user roles in Enterprise accounts. Approve or deny a request All super admins and the account owner will receive an email notification from Zapier with the request. Any super admin or the account owner can approve or deny a request. Notification email In the notification email, you can either: Click View Zap in editor to view the pending request in the Zap editor. You will be redirected to the Versions section of the Zap editor. The request will appear at the top of the left sidebar. Click Review request in the notification email to view all pending requests. You will be redirected to the Pending approvals request page. Approvals appear in chronological order, with the newest request at the top. You can also access the Pending approvals request page from the left sidebar in your account dashboard. Approve a request To approve a request: Click Approve . A dialog box will appear. (Optional) In the Message to requester field, you can provide an explanation for why you approved the request. (Optional) You can expand the Review changes section to compare an outline of the current draft to the current published version , if one exists. Click Approve and publish . Deny a request To deny a request: Click Deny . A dialog box will appear. In the Message to requester field, you must provide an explanation for why you approved the request. (Optional) You can expand the Review changes section to compare an outline of the current draft to the current published version , if one exists. Click Deny request . After a request is approved or denied, the member will receive an email notification. If the request response included an explanation, the notification will include it. Super admins and the account owner can also review individual pending requests in the Zap editor's Change history section. They can also review all pending requests across the account on the Pending approvals request page. Limitations Submitting requests Members can only submit one request per Zap, regardless of request type. Other members cannot submit the same request for the same Zap until the original requestor cancels the request or its approved or denied. Only the member who submitted a request, super admins, and the account owner can edit or replace a draft while approval is pending. Other members cannot. To submit a request, the Zap must have a title. In the request, the requestor must provide a name for the new version and a description. Zap workflows can only have one of each request type pending approval. The 3 types are: Publish a draft (includes adding step notes to a Zap). Turn a Zap on or off. Delete a Zap. Members cannot make a request to delete multiple Zap workflows from the Zap workflows page. Only the member who submitted a request can delete the request. Zapier will not notify super admins or the account owner that the request was deleted. The request will no longer appear in the pending approvals list. If a Zap contains a restricted or prohibited app , members cannot submit requests to publish the Zap. This applies whether the app is on the restricted list (open policy) or not on the allowed list (closed policy). If Zapier turns a Zap off due to issues like errors or billing matters, members must request approval to turn the Zap back on. If a user adds or edits a Zap with a Code step that has authentication, or a Zapier Manager, Zapier Tables, or Zapier Forms step, their draft will be saved, but they will not be able to publish edits unless they are the Zap owner. This overrides any publishing restrictions that are enabled in the account. Approving requests Super admins and the account owner can change a draft before approving it for publication. Any and all app connections must be shared with them first. They cannot view or edit Zap workflows steps that use a private app connection beyond the Setup tab. If a super admin or the account owner approves a Zap for publication, they will appear as the publisher of the draft in the Zap version. All pending requests will be deleted if you change your approval rules. Exemptions If publishing restrictions are enabled, only super admins and the account owner can publish, edit, add step notes to, turn off, or delete a Zap without requesting permission. If publishing restrictions are not enabled, admins, super admins, and the account owner can publish, edit, add step notes to, turn off, or delete a Zap without requesting permission. Users do not need to submit approval to: Change the Zap owner. Rename the Zap. You cannot rename a step while a publish approval request is pending. You must wait until the request is approved, denied, or deleted. Rename previous versions of the Zap. Duplicate a Zap . Enable or disable your Zap’s advanced settings . Replay past runs. Any Zap workflows that exist before publishing restrictions are enabled will continue as is. Once a member attempts to edit, add step notes to, publish a version of, turn off, or delete the Zap, the restriction will be enforced. Publish approval is an account-wide setting, but any assets copied into the account from another account are not subject to the new account’s setting. Example If a member submits a request to publish a Zap, they cannot submit any other requests for that Zap, like a deletion request. If a member submits a request to publish a Zap, no other member can submit a request to publish the same Zap until the original request is approved or denied. - But anyone can still request to turn off or delete the Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21722761372557-Authorize-third-party-apps-to-access-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/21722761372557-Authorize-third-party-apps-to-access-your-Zapier-account", "title": "Authorize third party apps to access your Zapier account", "help_title": "Authorize third party apps to access your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Authorize third-party apps to access your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Authorize third-party apps to access your Zapier account Updated May 08, 2025 16:37 You can authorize a third-party app to access your Zapier account. When you do, the app can access some or all of your Zapier data. The Authorized applications page lists all third-party apps that are connected to your Zapier account. Each app in the list: Shows you what data it can access from your Zapier account. Has a Remove button that allows you to revoke it’s access to your Zapier account. Note Authorized apps are tied to your user profile, not your account. If you belong to multiple Zapier accounts under the same user profile, authorized apps will have access to Zapier data across all your accounts. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21744388020749-Google-Sheets-fields-have-gone-missing-in-the-Zap-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/21744388020749-Google-Sheets-fields-have-gone-missing-in-the-Zap-editor", "title": "Google Sheets fields have gone missing in the Zap editor", "help_title": "Google Sheets fields have gone missing in the Zap editor", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: fields have gone missing in the Zap editor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: fields have gone missing in the Zap editor Updated November 28, 2023 15:41 Symptoms You've noticed that some of the fields in your Zap editor have gone missing. Missing fields will be highlighted in yellow with an exclamation icon. This means that the Zap is no longer able to find the data that it needs to process.&nbsp; &nbsp; &nbsp; Causes This problem can happen if you rename columns in your spreadsheet after you set it up to work with Zapier. When you rename a column, Zapier loses track of where the data for that column is located. As a result, the field for that column disappears from the Zap editor. &nbsp; How to fix it To fix this problem, follow these steps: Turn off your Zap: This will prevent the Zap from trying to process data while you're working on it. Re-test your trigger or action: This will ensure Zapier is looking at the most recent data in your spreadsheet. Remap the field : In your affected action steps where the data hasn’t been added, re-select the field . Save your changes: Once you have remapped the field, click the Save button. Turn your Zap back on: Your Zap should now be able to find the data that it needs and process it correctly. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21816270226189-Google-Sheets-error-400-Blank-rows-cannot-be-written-use-delete-instead", "final_url": "https://help.zapier.com/hc/en-us/articles/21816270226189-Google-Sheets-error-400-Blank-rows-cannot-be-written-use-delete-instead", "title": "Google Sheets error 400 Blank rows cannot be written use delete instead", "help_title": "Google Sheets error 400 Blank rows cannot be written use delete instead", "slug": "_platform", "auth_signals": [], "text": "Google Sheets error: 400 Blank rows cannot be written; use delete instead &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: 400 Blank rows cannot be written; use delete instead Updated August 20, 2025 13:59 You see an error message of \"400 Error: Blank rows cannot be written; use delete instead\" when Zapier attempts to create a spreadsheet row in a Google Sheets spreadsheet. This error happens when testing the Zap or if the Zap is turned on. &nbsp; Causes This error happens when Zapier encounters a blank row during data transfer between an app and a Google Sheets spreadsheet. You can't create a blank spreadsheet row. &nbsp; How to fix it To fix the issue, follow these steps: Turn off your Zap : This will prevent the Zap from trying to process data while you're working on it. Re-test your trigger or action: This will ensure Zapier is looking at the most recent data in your spreadsheet. Remap the field : In your affected action steps where the data hasn’t been added, re-select the field. Save your changes: Once you have remapped the field, click the Save button. Turn your Zap back on: Your Zap should now be able to find the data that it needs and process it correctly. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. &nbsp; &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21816541058061-Google-Sheets-Spreadsheet-doesn-t-appear-in-the-dropdown-menu", "final_url": "https://help.zapier.com/hc/en-us/articles/21816541058061-Google-Sheets-Spreadsheet-doesn-t-appear-in-the-dropdown-menu", "title": "Google Sheets Spreadsheet doesn t appear in the dropdown menu", "help_title": "Google Sheets Spreadsheet doesn t appear in the dropdown menu", "slug": "_platform", "auth_signals": [], "text": "Google Sheets: Spreadsheet doesn&#39;t appear in the dropdown menu &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets: Spreadsheet doesn&#39;t appear in the dropdown menu Updated March 31, 2026 16:18 Symptoms You're trying to connect a Zap to a Google Sheet, but the spreadsheet doesn't appear in the Spreadsheet dropdown menu in the Zap editor. Causes There are two main reasons why this might be happening: Incorrect file format: The spreadsheet is not saved in the correct file format. Google Sheets can open and edit .XLSX files, but Zapier can only connect to Google Sheets that are saved as Sheet file. Spreadsheet permissions: The spreadsheet may not be shared with the Zapier account that you're using. To use a spreadsheet in a Zap, it must be shared with the Zapier account with at least view permissions. How to fix it To fix this problem, follow these steps: Save the file as a Sheet. Learn more about converting files to Sheets . Check spreadsheet permissions . Make sure that the spreadsheet is shared with the Zapier account that you're using. To do this: Open the spreadsheet in Google Sheets. Click File &gt; Share . Enter the email address of the Zapier account that you're using and set the level of permission. For trigger and search actions, you need at least view permission. For create and update actions, you must have editor permissions. Reload the list of spreadsheets. If you've already saved the spreadsheet as a Google Spreadsheet and checked the permissions, you may need to reload the list of spreadsheets in the Zap editor. To do this: Click the Spreadsheet dropdown menu. Click Load More . Select your spreadsheet name . If your spreadsheet name still does not appear, follow this tutorial for empty or missing items . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21959765991437-Add-logic-to-Zapier-Chatbots", "final_url": "https://help.zapier.com/hc/en-us/articles/21959765991437-Add-logic-to-Zapier-Chatbots", "title": "Add logic to Zapier Chatbots", "help_title": "Add logic to Zapier Chatbots", "slug": "_platform", "auth_signals": [], "text": "Add logic to Zapier Chatbots &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Add logic to Zapier Chatbots Updated March 31, 2026 13:14 Available on plans: Free Pro Advanced Zapier Chatbots can use different logic types during a conversation, such as running a Zap, collecting info, or copying the content of a message to the user's clipboard. Add a new logic You can add several logic types to a chatbot: Zap button: create a Zap that can be triggered by the user during a conversation. Run Zap: run a Zap after a conversation is finished and save a transcript. Collect leads: collect lead information and store it in a Zapier table. Link button: show a clickable button that opens a URL at a specific time in the conversation. Schedule meeting: display an inline calendar for scheduling directly in the chat window. Suggestions: show clickable examples of what users can ask the chatbot. Note Some logic types are only available on paid plans. Collect leads The way you set up this logic type depends on the options available to your Chatbots plan. Learn how to set up a Collect leads logic . Zap button The Zap button enables your users to trigger a Zap at any point in the conversation. From the Chatbots home , click the name of the chatbot. Click the Logic tab. Click Zap button . Update the logic fields: Show this logic: decide at which point of the conversation the button will be visible. Button text: customize the text of the button. Button icon: customize the icon that appears on the button. Notification text: change the message shown after the button is clicked. Click Create logic and Zap . A new page or tab will open with the Zap trigger already created, and you can set up your Zap actions . When a user clicks the button, the Zap will receive the full transcript and metadata about the conversation that can be passed on to other Zap steps. The results of the Zap's actions will not be displayed during the conversation. Note If your chatbot is embedded in a form that has managed users , the name and email of the user will be sent along with the other fields. Run Zap This logic type allows you to automatically run a Zap after the conversation is finished and save the transcript. Learn how to set up the Run Zap logic . Link button Display a button that directs the user to another address, such as a booking link or a contact form. The button can appear at the beginning of the conversation or when certain keywords are used. Learn how to set up the Link button logic . Schedule meeting Display an inline calendar in the chat window so users can schedule a meeting without leaving the conversation. The calendar can appear at the beginning of the conversation or when certain keywords are used. Learn how to set up the Schedule meeting logic . Suggestions The Suggestions logic allows you to offer set and AI-generated questions to your users, to help them get started with your chatbot. Learn how to set up the Suggestions logic . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21960096032141-Create-a-directive-and-greeting-for-your-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/21960096032141-Create-a-directive-and-greeting-for-your-chatbot", "title": "Create a directive and greeting for your chatbot", "help_title": "Create a directive and greeting for your chatbot", "slug": "_platform", "auth_signals": [], "text": "Create a directive and greeting for your chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Create a directive and greeting for your chatbot Updated March 31, 2026 13:14 You can personalize Zapier Chatbots by writing a custom directive and greeting. To edit the Directive field: In your Zapier Chatbots dashboard, click the name of the chatbot . Click the Instructions menu. Enter your directive in the Directive field. Click Save changes . Directive structure The Directive field defines how the chatbot will respond to questions within a conversation. To get the best results, make small edits to your directive and test the chatbot until you get the desired result. Zapier Chatbots work well with clearly defined, detailed instructions. Below, you'll find a breakdown of the information your goal should include: Role: tell the chatbot who it is supposed to represent, a customer service rep, for example. Objective: what is the main goal of the chatbot? It may be something like helping users find information about products or directing a team member to resources. Audience: let the chatbot know who it's talking to, so it can be more precise. Context: you can give the chatbot knowledge about your products or services. Style: consider if it should reply with a specific structure, such as bullet points or headers. Custom knowledge: give details about any knowledge sources (if using them). Other rules: add anything else you want the chatbot to consider when replying. Example Here’s a directive template that you can fill in: You are an expert in [add a topic, job, or special skill information]. You will engage with individuals who are [describe the primary audience] interested in [include what they want to learn]. Your objective is to do the following: [add a goal the chatbot should accomplish by the end of the conversation, such as answering questions, sharing resources, or generating content]. You should refer to the knowledge source file when answering questions, and it has the following format: [describe how to identify a question and its corresponding answer, such as \"each question starts with \"Q:\" and the answer comes after it, starting with \"A:\"]. Your style is [personality traits like \"professional\" or \"engaging\"], and you structure your responses in the following way: [formatting requirements such as bullet points, headers, include emoji]. You will need the following background information to complete your goal: [add a few bullet points with helpful context]. You should never make up information in your responses or [add any other rules it must follow, such as not talking about other topics or directing the user to a support form if it cannot answer the question]. Limitations The chatbot will flag directives that do not fit moderation standards and prevent them from being saved. This includes directives that are built with the purpose of harassment, sexual content, or violence. If you ask the chatbot to answer in different languages, its results may not be as precise as when using English. If you're using the Collect leads logic type , do not add instructions regarding data collection to the directive. This can result in unexpected behavior or incomplete data. Use only one collection method at a time. Using directives with knowledge sources In paid Chatbots plans, you can upload your own knowledge source files, which your chatbot can use to ensure that it focuses on the appropriate information when answering questions. Learn more about using knowledge sources . You can also use Training Mode to improve your directive based on real conversations. Training Mode analyzes examples of good and bad chatbot responses and suggests specific edits to your directive. Note Zapier has begun incorporating certain OpenAI features/functionalities into its product. How OpenAI handles data sent via these features/functionalities is governed by Zapier’s separate contract with OpenAI. To protect our customers, we have obtained OpenAI's agreement not to fine-tune/model train with customer content. Chatbot greeting Chatbot greetings can also be tailored to your use case. The greeting can help users understand how the chatbot can support them. You can enter your greeting in the Greeting field, within the Instructions menu of your chatbot. To get help creating a greeting: Under the Greeting text field, click Generate a greeting with AI . A dialog box will open. Enter instructions on what AI should use to generate the greeting, such as a limit on words or a specific topic. Click Generate . The AI will fill the Greeting field with the new wording. Add specific information to a directive or greeting You can use URL parameters to insert specific pieces of information into your chatbot's directive or greeting. Learn how to set up URL parameters . Tip Your chatbot can request and collect information from users with the Collect leads logic . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21958023866381-Share-and-embed-a-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/21958023866381-Share-and-embed-a-chatbot", "title": "Share and embed a chatbot", "help_title": "Share and embed a chatbot", "slug": "_platform", "auth_signals": [], "text": "Share and embed a chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Share and embed a chatbot Updated April 10, 2026 14:11 You can share your Zapier Chatbot as a standalone page or embedded on your website. You can also embed a chatbot on Zapier Forms . Requirements You must be the owner of the chatbot, an editor, or a Zapier account Owner or Super admin . Zapier Chatbots currently cannot be embedded using Google Tag Manager. Pop-up embedding Inline embedding Create standalone page Embed a chatbot as a pop-up Available on plans: Free Pro Advanced To embed your chatbot on a website as a pop-up: From your Chatbots home , click the name of the chatbot . In the next screen, click the Share button on the top right. Click the Embed tab. Select Pop-up to embed the chatbot as a floating widget that stays at the bottom right corner of a website. (Optional) Use the Allowed domains field to enter the domains that can display the chatbot. Click ** Copy embed** to copy the code to your clipboard. Specify which domains can use the chatbot When embedding a chatbot, you can ensure it only appears on your target web pages by selecting the domains that can use it. In the Allowed domains field, paste or type URLs, separated by a comma without any spaces. The domains should not include the protocol (such as http:// or https:// ) or path (such as /example/path ). Code placement and pop-up behavior When using the chatbot as a pop-up overlay, ensure the code is placed in the body of the HTML. If you place it in the header or footer, it will not follow the user as they scroll through a page. On a pop-up embed, if a user is having a conversation with a chatbot, the conversation will continue even if they navigate to a different page of your site or refresh the browser. The chat pop-up will also remain in the same initial state, either closed or open, when the user navigates to a different page or refreshes the browser. Add the code to your website builder Below are links to information on embedding the chatbot in popular website builders. Squarespace: Embed blocks Wix: Embedding custom code on your site Wordpress: Embed content from other platforms Tip For dynamic websites, you can add the embed code to the template to make it appear on all pages. Embed a chatbot inline Available on plans: Free Pro Advanced To embed your chatbot inline on a website: From your Chatbots home , click the name of the chatbot . In the next screen, click the Share button on the top right. Click the Embed tab. Select Inline to embed the chatbot as part of a page in a fixed position. In the Code snippet field, select either Script or iframe . (Optional) Use the Allowed domains field to enter the domains that can display the chatbot. (Optional) Use the Tracked parameters field to track conversions through your chatbot. Click ** Copy embed** to copy the code to your clipboard. Code types for inline embedding If you select Inline , you can select the code snippet type ( Script or iframe ) within the Code snippet window. Script HTML tags are a better choice, in general, but if an app or website does not accept them, select iframe instead. Specify which domains can use the chatbot When embedding a chatbot, you can ensure it only appears on your target web pages by selecting the domains that can use it. In the Allowed domains field, paste or type URLs, separated by a comma without any spaces. The domains should not include the protocol (such as http:// or https:// ) or path (such as /example/path ). Use query parameters The Tracked parameters field lets you enter query parameters to track chatbot conversions. Any parameters you enter in the Tracked Parameters field become available in Zap steps. The field accepts these values, separated by commas: utm utm_source utm_medium utm_campaign utm_content utm_term utm_id utm_referrer utm_origin gclid fbclid msclkid scid cid aff_id Tip For dynamic websites, you can add the embed code to the template to make it appear on all pages. Add the code to your website builder Below are links to information on embedding the chatbot in popular website builders. Squarespace: Embed blocks Wix: Embedding custom code on your site Wordpress: Embed content from other platforms Create a standalone page for your chatbot You can share your chatbot with anyone using its public URL. This URL is generated by default. From your Chatbots home , click the name of the chatbot . In the next screen, click the Share button on the top right. Click the Public Link tab. Click the Access dropdown menu and select Anyone with the link can view . Click the Copy link button to copy its public URL and share it with anyone. Disable the public URL If you only want your chatbot to be available through embedding, you can disable the public URL. From your Chatbots home , click the name of the chatbot . In the next screen, click the Share button on the top right. Click the Public Link tab. Click the Access dropdown menu and select Public URL disabled . It will save automatically. Preview your chatbot You can preview what your chatbot will look like on desktop and on mobile, before sharing it with your users. The default preview displays how your chatbot appears on desktops. To switch to mobile preview: From your Chatbots home , click the name of the chatbot . Click the mobile icon at the top of the chat screen. You'll now preview the chat window on a mobile screen. Embed a chatbot on Zapier Forms You can add an existing chatbot to Zapier Forms as a new component . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21959444384013-Zapier-Chatbots-quick-start-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/21959444384013-Zapier-Chatbots-quick-start-guide", "title": "Zapier Chatbots quick start guide", "help_title": "Zapier Chatbots quick start guide", "slug": "_platform", "auth_signals": [], "text": "Zapier Chatbots quick start guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier Zapier Chatbots quick start guide Updated May 07, 2026 13:05 Zapier Chatbots let you embed a custom-branded chat experience directly within your website. Check out some common use cases: Scale Support: Provide prospects or customers with immediate and customized answers to frequently asked questions about a product or your business. Generate pre-qualified leads: Gather information from users and provide them with personalized recommendations for additional resources or product packages that fit their needs Increase team productivity: Allow other departments in your business to self-serve the information they need, generate content, and access training. Create your first chatbot Sign up for Zapier Visit https://zapier.com/app/chatbots to get started. You'll be prompted to log in to your Zapier account or sign up for a free Zapier account. Add a new chatbot Creating a new chatbot from your dashboard is quick and easy. On the Free Chatbots plan, you can have up to 2 chatbots on your account. This allows you to build separate ones for different teams, sites, or products. For more chatbots, sign up for a paid Zapier Chatbots plan. Tip If you need more chatbots than the standard plans offer, reach out to the Chatbots team to request a custom plan. Assign it an objective and personality Name your chatbot, add a custom greeting , and tailor the directive . This allows you to give the chatbot an objective and instruct it on engaging with users to match your business needs. Connect additional knowledge Zapier Chatbots can use a data source , a file of additional knowledge that tailors the responses for your business or project. Customize and share your chatbot Personalize the look and feel to match your brand, then share it as a public link. You can also add it within Zapier Forms , or seamlessly add it to your website with a simple embedding code . Next steps You can further personalize your chatbot by changing which AI model it uses (GPT-4, for example), using URL parameters , and much more. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21960412486541-Use-knowledge-sources-with-a-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/21960412486541-Use-knowledge-sources-with-a-chatbot", "title": "Use knowledge sources with a chatbot", "help_title": "Use knowledge sources with a chatbot", "slug": "_platform", "auth_signals": [], "text": "Use knowledge sources with a chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Use knowledge sources with a chatbot Updated July 01, 2026 10:18 You can connect Zapier Chatbots to your knowledge sources to ensure responses are focused on your business or project. The chatbot can use these files or tables as its exclusive source of information for answers, and you can also set a custom response for when information cannot be found in the file. The amount of information you can use as a knowledge source depends on your plan and is measured in bytes. Available on plans: Free Pro Advanced How knowledge sources are measured The size of a knowledge source is based on how much text is extracted from it, not the size of the original file. The extracted size is what counts against your plan's limit. For files with non-text content like images or formatting, the extracted size is typically smaller than the original. For example, a 1MB PDF file may only have 100KB of text. For text-based formats like .csv , .txt , and .json , processing can slightly increase the file size. For example, a 482KB CSV file might become 495KB after processing. If your file is close to your plan's limit, leave some room to account for this increase. Learn how to check your knowledge source usage . Add knowledge sources Knowledge sources can be files, webpages, apps, or tables. Note Google Docs and Notion are only available as knowledge sources on the Advanced Chatbots plan . Webpage Use a webpage You can add a webpage as a knowledge source, and the chatbot will scrape the content and use it to answer questions. From the Chatbots home , select your chatbot . In the sidebar, click Knowledge . Click + Add source . On the Type section, click Webpage . A dialog box will open. Paste an address in the Public URL field. - Optional: Select the Crawl this link for all subpages checkbox to get a list of subpages for that URL. Click Continue . It may take a moment to sync. If you select the checkbox Crawl this link for all subpages , a list of available subpages will be displayed. Select the checkbox beside each page you want to use as a knowledge source. Note The Select first XX pages button will select as many pages as possible, within the number of available knowledge sources. The pages are selected in the order that they appear in the dialog box, from top to bottom. Limitations The chatbot can only use publicly available pages. It cannot log in to a website. Images and videos cannot be crawled. Files Add files When you use a text-based file, the chatbot will scrape its content and use it to answer questions. Learn how to structure your file . From the Chatbots home , select your chatbot . In the sidebar, click Knowledge . Click + Add source . On the Type section, click File . A dialog box will open. Find and select the file you want to use. Click Add source . It may take a moment to process, depending on the file size. Limitations Maximum file size you can upload: 2MB. Accepted file formats: .txt, .csv, .json, .pdf, .doc, .docx, .pptx . Zapier Tables Use Zapier Tables You can add a Zapier table as a knowledge source and sync it either automatically or manually to pick up changes. Learn how to structure your table . From the Chatbots home , select your chatbot . In the sidebar, click Knowledge . Click + Add source . On the Type section, click Table . Click the Table field and start typing to find and select the table . - Click Create new Table to start a new table and use it as a knowledge source. Click Add source . It may take a moment to sync. Limitations Chatbots only use the first 10,000 records of your table and up to 50 columns. All tables you have access to are available as knowledge sources for your chatbots. Data-driven questions with Zapier Tables When you use Zapier Tables as a knowledge source, your chatbot can also handle data-specific queries that need structured database searches. The chatbot can search and filter the content of a table to provide counts and exact value matches, returning up to 50 matches. You can also ask it to combine different filters to retrieve information, such as asking \"list clients from Portugal who spent over $100\". Google Docs Use Google Docs Available on plans: Free Pro Advanced From the Chatbots home , select your chatbot . In the sidebar, click Knowledge . Click + Add source . On the Type section, click Google Doc . If you have not used Google Docs with Zapier before, click Select an account to create a connection. A new window or tab will open. - If you already have a Google Docs account set up, select a connection from the dropdown menu, or create a new connection by clicking Manage connections . Once you've selected a connection, in the Google Doc text field, search for and select the document you want to use as a knowledge source. Click Add source . Limitations Documents must be added individually. You cannot select a different drive. The chatbot only syncs text, not document outlines, images, or videos. Maximum synced words: 96,000. Notion Use Notion pages and databases Available on plans: Free Pro Advanced You can add Notion pages or databases as a knowledge source, and the chatbot will sync the content and use it to answer questions. From the Chatbots home , select your chatbot . In the sidebar, click Knowledge . Click + Add source . On the Type section, click Notion . A dialog box will open. If you have not used Notion with Zapier before, click Select an account to create a connection. A new window or tab will open. - If you already have a Notion account set up, select a connection from the dropdown menu, or create a new connection by clicking Manage connections . In the Resource type section, select Page or Database . In the Page or Database field, search for and select the item you want to use as a knowledge source. Click Add source . Limitations Pages and databases must be added individually. The chatbot only syncs text and tables. Document outlines and child databases inside pages are not supported. Page properties are synced along with content. Only single data source Notion databases are supported. Maximum child pages from a database: 100. Maximum synced words per page: 96,000. Sync your knowledge source When you add Zapier Tables or a webpage as knowledge sources, the chatbot collects the information available at that time. These knowledge sources default to syncing once daily. If the knowledge source changes, you can sync it manually or set a different schedule. Learn how to sync and set up a schedule for your knowledge sources . Delete a knowledge source To delete a knowledge source: In the Knowledge menu of your chatbot, click the menu icon . Click Delete . A dialog box will open. Click Delete to confirm. It might take a moment to remove it. Adjust chatbot behavior for missing answers If the chatbot uses knowledge sources, you can define how it will respond when the sources do not contain answers that match a specific question. To change the missing answer behavior: In the Knowledge menu of your chatbot, click Knowledge settings. From the When results are not found from the knowledge sources dropdown menu, select an option : Generate an AI response without knowledge source (default): the chatbot will generate a response using the connected OpenAI model. It will not use any additional context provided by any connected knowledge sources. Show a custom message: write a message that will be displayed if the chatbot cannot find an answer within any connected knowledge sources. Click Save . Tip You can use a custom message to send users to other sources of help, such as your contact form. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ​ ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21960697323533-Set-up-a-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/21960697323533-Set-up-a-chatbot", "title": "Set up a chatbot", "help_title": "Set up a chatbot", "slug": "_platform", "auth_signals": ["api_key"], "text": "Set up a chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Set up a chatbot Updated February 17, 2026 12:41 With Zapier Chatbots, you can offer a custom-branded chat experience using the power of AI directly within your website. Add a chatbot From the Chatbots home , click Create . In the dialog box that will appear, type a name for your new chatbot. Click Create . Note In Team and Enterprise accounts, users with the Zapier account role of Owner or Super admin have the same level of access to a chatbot as the chatbot owner. Create a directive and a greeting The directive tells your chatbot how to respond to questions within a conversation. You can add information about the chatbot's role, who its audience is, its objectives,&nbsp;and more. Learn how to set up a directive .&nbsp; You can also use the chatbot's greeting to guide users in interacting with it. Select between a static greeting or a tailored one generated when the conversation starts.&nbsp; Give your chatbot knowledge One of the most powerful ways to customize a chatbot is by using knowledge sources . Add a text-based file or link your chatbot to Zapier Tables or a webpage, to provide a definitive source of information for answering users' questions.&nbsp; Limitations With Zapier Chatbots, the limitations are determined by the Chatbots plan you select. The plan selection determines: The number of chatbots you can build. The features that are available on your chatbot. The number of conversations a chatbot can have is unlimited, but each conversation will be limited to the number of tokens available , which depends on the AI model you select. Use your own API key to get access to models with a larger number of tokens. Tip If you need more chatbots than the standard plans offer, you can reach out to the Chatbots team to request a custom plan.&nbsp; Rate limit There is a limit of 500 requests per minute through the Chatbots interface and through a Zap . Next steps Your chatbot can be tailored to different contexts and needs by tweaking settings such as creativity, colors, and icons. You can also use it as a standalone chatbot or embed it directly on a page. Here are some ways you can customize your chatbot: Style the chatbot to match your business or project . Customize the chatbot's creativity . Connect your OpenAI account to use different models . Share or embed a chatbot . Learn more ways to customize your chatbot . Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21961587870221-Use-URL-parameters-with-directives-and-greetings", "final_url": "https://help.zapier.com/hc/en-us/articles/21961587870221-Use-URL-parameters-with-directives-and-greetings", "title": "Use URL parameters with directives and greetings", "help_title": "Use URL parameters with directives and greetings", "slug": "_platform", "auth_signals": [], "text": "Use URL parameters with directives and greetings &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Use URL parameters with directives and greetings Updated March 31, 2026 16:21 With a standalone chatbot, you can use URL parameters to pass information automatically to the chatbot. This information can be used in the greeting or the directive . URL parameters consist of two parts: Parameters you must insert in the chatbot public URL. A code snippet you must add to the greeting or directive. Build the URL You can find the chatbot's URL at the top right corner of the chatbot screen. To build a URL with predefined URL parameters, you can use the following formula: ?=&amp;= The first parameter needs to be connected to the URL by a ? , with its value connected by a = , and each subsequent parameter needs to be connected by an &amp; and its value connected by a = . Create a code snippet Once the parameters are organized in your URL, you can add a code snippet to incorporate that information into the chatbot greeting or directive. This will allow the chatbot to retrieve that data during the conversation. From the Chatbots home , click the name of the chatbot . In the Instructions tab, enter the following code snippet into the Directive or Greeting text field: {{params.parameter|default:\"default wording\"}} . Edit the code snippet with the specific details of your URL parameters: parameter : this is the name of the parameter you added to the URL. default wording : replace it with a default text. The default text will be used instead if the field has no value. Keep the double quotation marks around the default wording. Click Save changes . You can then share the URL you created with the parameters and when someone visits it, it will incorporate that information within the directive or the greeting. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21959873616013-Use-your-own-API-key-with-a-Zapier-Chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/21959873616013-Use-your-own-API-key-with-a-Zapier-Chatbot", "title": "Use your own API key with a Zapier Chatbot", "help_title": "Use your own API key with a Zapier Chatbot", "slug": "_platform", "auth_signals": ["api_key"], "text": "Use your own API key with a Zapier Chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Use your own API key with a Zapier Chatbot Updated April 10, 2026 14:11 Available on plans: Free Pro Advanced Zapier includes GPT-4.1 mini (the default model) with any chatbot. You can add your own API key to your Zapier Chatbots account to use other OpenAI and Anthropic models. Get your API key You must generate an API key to use different models with Zapier Chatbots. OpenAI ChatGPT Learn how to get your ChatGPT API key . You must set up a payment method on your OpenAI account. Any usage will be charged to your OpenAI account. Anthropic Claude Learn how to get your Claude API key . To generate an API key, you must have credit available on your account. Any usage will be charged to your Anthropic account. Connect your account To create a connection using your own secret API key: From your Chatbots home , click the name of the chatbot . In the Instructions tab, scroll down to the AI Model section. Click the link for your provider under the Model authentication field. A new window or tab will open. Click Add connection . Paste your API key in the field provided. Click Yes, Continue . Once you select a connection, the Model dropdown menu will display the models available for your account. The model selection may not reflect what you see on your OpenAI account, as not all models are available through an API. Note If you connect your API key and use the models available, you will be charged for end-user chatbot usage through your account accordingly. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21962250168205-Customize-the-creativity-level-of-your-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/21962250168205-Customize-the-creativity-level-of-your-chatbot", "title": "Customize the creativity level of your chatbot", "help_title": "Customize the creativity level of your chatbot", "slug": "_platform", "auth_signals": ["api_key"], "text": "Customize the creativity level of your chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Customize the creativity level of your chatbot Updated April 29, 2026 09:39 Editing your chatbot's Creativity settings allows you to fine-tune its response to users. This option is in the Advanced section of the AI Model menu. To change the creativity level: From your Chatbots home , click the name of the chatbot . Click the AI Model menu. In the Advanced section, move the Creativity slider to different positions. Test the results on the right side of the window until the response matches your expectations. Test different creativity levels Chatbots work by putting together one word after the other, based on how likely that word is to appear in that context, in response to the user's question and considering the directive . The Creativity slider allows you to increase or reduce how the chatbot makes that decision. The slider goes from 0 to 1. A lower number (closer to 0) means it will select the most probable next step, resulting in more consistent wording. A higher number (closer to 1) produces more unexpected, creative responses. Different creativity levels may be suited for different audiences, so test your chatbot with different levels to find what works best for your users. Additional AI Model settings The AI Model menu also includes these settings: Model authentication — Connect your own OpenAI or Anthropic API key to use additional models. Model — Select which AI model powers your chatbot. Available models depend on your authentication settings. Verbosity — Controls the length and detail level of the model's responses. Options are Use default , Low , Medium , or High . Priority processing — When enabled, incoming messages are sent to a priority queue for faster responses. Additional charges may apply depending on your AI provider. Tip You can also tailor the directive to improve how your chatbot responds to users. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21745800024077-Google-Sheets-error-cannot-pass-range-or-requested-writing-within-range", "final_url": "https://help.zapier.com/hc/en-us/articles/21745800024077-Google-Sheets-error-cannot-pass-range-or-requested-writing-within-range", "title": "Google Sheets error cannot pass range or requested writing within range", "help_title": "Google Sheets error cannot pass range or requested writing within range", "slug": "_platform", "auth_signals": [], "text": "Google Sheets error: cannot pass range or requested writing within range &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: cannot pass range or requested writing within range Updated August 20, 2025 13:59 You've encountered an error message that mentions 'range', specifically phrases like: \"cannot parse range\" \"400 Error: Requested writing within range...\" Causes There are four potential reasons behind this error: Colon in spreadsheet or worksheet title: If your spreadsheet or worksheet title contains a colon (:), it can interfere with Zapier's functionality.&nbsp; Empty Zap fields: Occasionally, when the Zap tries adding a blank row, it might lead to this error.&nbsp; Changed spreadsheet or worksheet name: If the name of the spreadsheet or worksheet has been altered since you initially set up the Zap, it can cause this error.&nbsp; Sheet formatting issues : Frozen, hidden rows or columns : If you have frozen or hidden rows or column, attempting to write content into a frozen or hidden cell can cause errors. Protected rows or columns : If you attempt to create or update rows into protected cells for which your account lacks the necessary permissions, the operation will be blocked.&nbsp; How to fix it To fix this error, follow these steps: Check for colons in a spreadsheet or worksheet title: &nbsp;If found, remove the colons and save the changes. Verify Zap field mappings: Review the Zap's fields and ensure that all required fields are mapped and contain appropriate values. If any fields are missing or empty, map them and provide the necessary data. Check for name changes: Confirm that the spreadsheet and worksheet names haven't been changed since setting up the Zap. If the names have been altered, temporarily disable the Zap, make the necessary name changes, and then re-enable the Zap. Check if any rows or columns are frozen, hidden, or protected in the target range and adjust accordingly. If there are hidden rows or columns that are necessary for your Zap, unhide them. If you have protected rows or columns in the range, you will need to adjust the protection settings to give the account you’ve connected permissions to edit. Alternatively, remove the edit protections. Toggle your Zap off and on if you’ve made any of these formatting changes. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21980947537421-Review-chatbot-feedback", "final_url": "https://help.zapier.com/hc/en-us/articles/21980947537421-Review-chatbot-feedback", "title": "Review chatbot feedback", "help_title": "Review chatbot feedback", "slug": "_platform", "auth_signals": [], "text": "Review chatbot feedback &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Review chatbot feedback Updated May 29, 2026 18:18 Beta Visitors can rate chatbot responses using thumbs up and thumbs down. These options appear to the user as soon as the chatbot creates a response. You can see the feedback on the chatbot's conversation history . Collect chatbot feedback To review and analyze the performance of a chatbot, create a Zap to send the ratings and responses to another app, such as Google Sheets, Zapier Tables , or Airtable. If no ratings have been received yet, you must test the chatbot to create the Zap. You can do this by asking a question and rating the response so that it can find a sample. You can do so from the public sharing URL . To create a Zap to collect chatbot feedback: Create a new Zap . In the App field, search and select Zapier Chatbots. In the Event field, select New Chatbot Feedback . Click Continue . In the field Chatbot , select the chatbot to collect feedback from. Click Continue . Click Test action , to test the Zap and find a sample rating. Once the trigger is set up, you can continue to set up your actions . Note Zapier has begun incorporating certain OpenAI features/functionalities into its product. How OpenAI handles data sent via these features/functionalities is governed by Zapier’s separate contract with OpenAI. To protect our customers, we have obtained OpenAI's agreement not to fine-tune/model train with customer content. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21986957116301-Easily-find-Zap-workflows-by-the-URL-used-in-Webhooks-by-Zapier-steps", "final_url": "https://help.zapier.com/hc/en-us/articles/21986957116301-Easily-find-Zap-workflows-by-the-URL-used-in-Webhooks-by-Zapier-steps", "title": "Easily find Zap workflows by the URL used in Webhooks by Zapier steps", "help_title": "Easily find Zap workflows by the URL used in Webhooks by Zapier steps", "slug": "_platform", "auth_signals": ["webhook"], "text": "Easily find Zap workflows by the URL used in Webhooks by Zapier steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 Easily find Zap workflows by the URL used in Webhooks by Zapier steps Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've improved how you search for Zap workflows again! Now, when you use a Webhooks by Zapier Catch Hook or Catch Raw Hook trigger, you can search for that Zap in the search bar by using the URL Zapier provides in your trigger step. Save time and effort, and easily locate the Zap workflows that you need! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/21996626006541-Introduction-to-apps-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/21996626006541-Introduction-to-apps-on-Zapier", "title": "Introduction to apps on Zapier", "help_title": "Introduction to apps on Zapier", "slug": "_platform", "auth_signals": ["premium"], "text": "Introduction to apps on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier Introduction to apps on Zapier Updated August 10, 2026 10:41 Apps are web services or applications, such as Google Docs, Slack, Salesforce, or one of your company’s internal tools. Zapier offers 9,000+ apps, so you can set up workflows that connect your apps to automate repetitive tasks. You can connect apps together in Zap workflows , Tables , Forms , and Canvas . Types of apps There are three kinds of apps that you can use in Zapier: Zapier’s built-in tools Zapier’s built-in tools are apps that let you customize your workflows. You can use them to add advanced functionality, like filtering, formatting, and adding conditional logic to your workflows. They are created and maintained by Zapier. Anyone can use them in their Zap workflows. Public apps Public apps are apps that anyone can use on Zapier. They’re listed in the App Directory . These apps are created and maintained by Zapier or its app partners in the Zapier Platform . Some public apps may be premium apps . Premium apps are available to users on paid plans or during a free trial . View the full list of premium apps in the App Directory . Private apps Private apps are apps that are under active development, or created for private use on Zapier’s Developer Platform . Private apps are not available on Zapier’s App Directory , and can only be accessed by invite from the app developer. You can use private apps for personal, internal (e.g. with your team) or controlled-access use. Discover apps Browse apps in the Zapier App Directory The App Directory is great for exploring all of the apps that Zapier connects to. Look for the apps you already use or discover new apps to help you be more productive. Review app tags App tags provide information about the status of the app you’re using. They show whether an app has special requirements or describe the version of the app. Understanding these app tags will help you make informed decisions about an app’s features and usage. Learn more about app tags in Zapier . View connected apps In the Apps page, you can view all apps that you connected to your Zapier account. If you’re on a Team or Enterprise plan , you can also see any app connections that were shared by other members of your account. Learn more about connecting and managing your app connections. Cannot find the app you’re looking for? There are a number of alternatives that you can explore: If the app you want to use does not have the action you need, you can create custom actions or API Request actions . If the app is not available on Zapier but supports REST API, you can use webhooks . If none of those apply, try an alternative , like using RSS, email, or Apple’s Shortcuts app. App management Restrict and allow app access If you’re on an Enterprise plan , you can control which apps members of your account have access to. You can do this by either restricting or allowing apps. Learn more about managing access to apps . Static IP address If you use PostgreSQL , MySQL , SQL Server (MSSQL) , Zapier offers static IP address connectivity. Professional, Team, and Enterprise plan users can use Zapier’s static IP address feature to connect to various supported public apps and enable it for private apps. App resources Find answers in the Help Center The Help Center has lots of info to help you use your apps. Learn more about how to connect the apps you use to start building your workflows. Get inspiration from the Zapier blog The Zapier blog can help you choose the right app for your workflow: App picks App tips App tutorials Automation inspiration Engage with other Zapier users in the Zapier Community The Zapier Community is a vibrant hub where you can connect with fellow Zapier users and explore the vast possibilities of Zapier: Ask questions and share experiences in the How Do I forum. Discover the power of built-in tools in the Zapier tools hub . Harness the potential of artificial intelligence with the AI Hub . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22234847450893-Zap-workflows-quick-start-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/22234847450893-Zap-workflows-quick-start-guide", "title": "Zap workflows quick start guide", "help_title": "Zap workflows quick start guide", "slug": "_platform", "auth_signals": [], "text": "Zap workflows quick start guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier Zap workflows quick start guide Updated June 29, 2026 10:20 Zap workflows are workflows that connect your apps . They consist of a trigger, which is an event that starts a Zap, and one or more actions, which are events the Zap performs. When you publish your Zap, it will run the action steps every time the trigger event occurs. Why should I build a Zap? Use Zap workflows to automate your repetitive tasks without code, saving you time and money. Whether you want to automate a simple task, like sending yourself a Slack message any time your Google Sheet is updated, or build an entire automated system, like a sales lead management workflow, you can use Zap workflows to do the work for you. This frees up your time to focus on other important work. Build the robot, don’t be the robot. And if you’re on a Team or Enterprise plan , you can easily share and collaborate on your Zap workflows with other members of your account, helping to increase productivity across your organization. Learn more about: Workflow automation: What it is, why it matters, and how you can use it . Popular ways to use Zapier to improve your work . Automation in Zapier Academy. The Zapier automation quick-start guide . How to build Zap workflows Use Zapier’s app directory to browse apps and see all of the triggers and actions available for each of the 9,000+ apps on Zapier. Combine a trigger with one or more actions to tailor your workflow to your needs. You can build Zap workflows by: Custom-building a Zap in the Zap editor . Using the AI-powered Copilot tool to help you create your Zap. Using Zapier’s pre-built Zap templates. Copying and pasting steps from another Zap . Then, you can customize your Zap workflows using Zapier’s built-in tools. Blank Zap You can use a blank Zap to create your Zap from scratch in the Zap editor . In your Zapier account, hover over the left sidebar menu and click Create a Zap . Tip If you need to leave the Zap editor before you finish your Zap, your progress will be saved as a draft . Set up your trigger The trigger is the event that starts a Zap. For example, a trigger can be each time you receive a new survey response. Add actions Actions are the events a Zap performs after it is triggered. For example, an action can be to send an email. If you’re on a free trial or paid Zapier plan, you can add multiple actions to your Zap workflows. When a Zap runs, each action it completes counts as one task. Learn more about how usage is measured in Zapier . Use built-in tools You can customize your Zap by adding: Search steps: use a search step to find existing data in your apps. Filters: add filters to restrict your Zap from running unless certain conditions are met. Formatter steps: add Formatter steps to format data in a Zap, such as editing text or changing a date format. Delays: add a delay between Zap steps. Paths: add paths to perform different actions in your Zap based on different conditions (Pro plans and above). After you’ve set up your first Zap workflows, explore advanced features to further customize your workflows: Webhooks by Zapier Code by Zapier API by Zapier Custom Actions &amp; API Requests Not sure which to use? Learn about ways to make API requests in Zapier . Learn more tricks you can use to customize your Zap workflows . Copilot You can describe the workflow you want in plain language and Copilot will guide you through the process of building a Zap. Learn more about using AI to build your Zap. Beta This feature is in open beta . It’s available for use but still in active development and may change. Zap templates Zap templates are pre-built Zap workflows that already include a trigger and action to get you started. You can find Zap templates: On your dashboard ,. On the explore page . In the Zapier blog . In the app directory . In the templates hub . You can also create your own templates or use templates created by other users. To use a Zap template, click Try it . Learn more about building Zap workflows in Zapier Academy. Next steps Once your Zap is published, Zapier will run your action step(s) each time your trigger event occurs. You can view a log of all your Zap activity, including all data that goes in and out of each Zap step, in your Zap History . If errors occur, learn how to troubleshoot your Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22269432693261-Secure-your-important-data-by-enabling-publishing-restrictions-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/22269432693261-Secure-your-important-data-by-enabling-publishing-restrictions-Beta", "title": "Secure your important data by enabling publishing restrictions Beta", "help_title": "Secure your important data by enabling publishing restrictions Beta", "slug": "_platform", "auth_signals": [], "text": "Secure your important data by enabling publishing restrictions (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 Secure your important data by enabling publishing restrictions (Beta) Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Available on plans: Free Professional Team Enterprise Beta This feature is in closed beta and only available to invited participants. This feature is in active development and may change. Strengthen Your Security with New Zap Restrictions! We understand the pain of unintentional mishaps when members of your account publish, turn off, or delete a business-critical Zap that they should not have. Now, you can prevent this by enabling publishing permissions. Once enabled, a member must request permission to publish, turn off, or delete Zap workflows from an admin, super admin, or account owner. This extra layer of security will bring you peace of mind that your data is safe. Learn more about enabling publishing restrictions in your Team or Company account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22295149489549-Consolidate-multiple-Zapier-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/22295149489549-Consolidate-multiple-Zapier-accounts", "title": "Consolidate multiple Zapier accounts", "help_title": "Consolidate multiple Zapier accounts", "slug": "_platform", "auth_signals": ["webhook"], "text": "Consolidate multiple Zapier accounts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans Consolidate multiple Zapier accounts Updated June 18, 2026 18:36 Available on plans: Free Professional Team Enterprise You can consolidate all Zapier accounts used by members of your organization into one centralized account. This makes Zapier usage at your organization more secure, easier to manage, and streamlines billing. Enterprise plans Team plans Build your new account structure Select a central account. - This is the account you’ll consolidate all other accounts into. - Zapier recommends that you use the account with the most business-critical Zap workflows in it as your central account. Create shared folders in the central account to organize your Zap workflows. - Zapier recommends creating one folder per team or workflow. After your accounts are consolidated, you can have members organize their Zap workflows in these folders. (Optional) Create teams in your Enterprise account . Audit accounts that use your domain Manage who can access your Enterprise account by verifying your domain. Verifying your domain gives you access to domain insights including allowing you to view and export a list of all users who have a Zapier account using an email address under your domain. You can export this list of members for tracking &amp; audit purposes. Note This must be done by an admin, super admin, or the account owner . You can verify multiple domains in your Enterprise account. Each domain can only be verified in a single Zapier account. Consolidate your accounts Note Each user from your audit will need to perform the following actions on their own. You cannot copy assets and app connections they own from other accounts. Invite users that have separate accounts to your central account. - If you’re in a Enterprise account, their email addresses can be found in each domain listed on the Domains page or by exporting all registered users in your domain . After new members accept your invite, help them copy assets and folders from their outside accounts into your central account. - Share the following instructions with your users: Update your Folder or Zap names Copy assets Copy your assets into our central account. Note: Zap, folder, and app connection sharing settings will become private when copied to a new account. You can organize and re-share them after they are copied. Organize your assets in the central account - (Optional) After they copy their assets, assign them to a Team in your Enterprise account. After confirming that your new member’s Zap workflows, folder, and app connections were successfully migrated, they can downgrade their accounts to a Free plan to stop billing. Note Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account. Tip If you want to consolidate another user's account but do not want to invite them to your account: - Ask the user to export a JSON file of their Zap workflows. - Have the central account owner import the file into the central account. - Learn more about exporting and importing Zap workflows . You can restrict access to folders by sharing folders with specific members or teams. Share your Zap workflows &amp; app connections with your team to ensure they can help you manage your workflows You can contact Zapier Support to assist you with account consolidation. They can provide specific recommendations that fit your organization as well as insights into the number of paid accounts across your organization. Build your new account structure Select a central account. - This is the account you’ll consolidate all other accounts into. - Zapier recommends that you use the account with the most business-critical Zap workflows in it as your central account. Create shared folders in the central account to organize your Zap workflows. - Zapier recommends creating one folder per team or workflow. After your accounts are consolidated, you can have members organize their Zap workflows in these folders. Consolidate your accounts Note Each user from your audit will need to perform the following actions on their own. You cannot copy assets and app connections they own from other accounts. Invite users that have separate accounts to your central account. After new members accept your invite, help them copy assets and folders from their outside accounts into your central account. - Share the following instructions with your users: Update your Folder or Zap names Copy assets Copy your assets into our central account. Note: Zap, folder, and app connection sharing settings will become private when copied to a new account. You can organize and re-share them after they are copied. Organize your assets in the central account - After confirming that your new member’s Zap workflows, folder, and app connections were successfully migrated, they can downgrade their accounts to a Free plan to stop billing. Note Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account. Tip If you want to consolidate another user's account but do not want to invite them to your account: - Ask the user to export a JSON file of their Zap workflows. - Have the central account owner import the file into the central account. - Learn more about exporting and importing Zap workflows . You can restrict access to folders by sharing folders with specific members or teams. Share your Zap workflows &amp; app connections with your team to ensure they can help you manage your workflows You can contact Zapier Support to assist you with account consolidation. They can provide specific recommendations that fit your organization as well as insights into the number of paid accounts across your organization. Limitations Domain Insights are only available to users in Enterprise accounts. You cannot copy assets that you own to an account that you do not belong to. You can share assets that you own with other users within your account. You can only copy assets that you own and will only see folders that contain assets that you own. Account admins and owners cannot copy assets and app connections from accounts they do not own. The account owner must copy their assets and folders into the central account. If a Zap uses the Webhooks by Zapier app, the webhook URL will be different in any copies of the Zap. Monitor the performance of all assets in the central account to ensure that they are working as expected. Downgrade all other accounts to the Free plan once all assets and app connections have been copied into the central account. Do not delete accounts. This will delete their user profile for all accounts they are members of, including the central account. The Domains page does not specify if users are in separate paid Zapier accounts. Contact Zapier Support if you need to verify which accounts users are members of. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22327424591245-Create-a-Zapier-for-Teams-or-Zapier-for-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/22327424591245-Create-a-Zapier-for-Teams-or-Zapier-for-Enterprise-account", "title": "Create a Zapier for Teams or Zapier for Enterprise account", "help_title": "Create a Zapier for Teams or Zapier for Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Create a Zapier for Teams or Zapier for Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Create a Zapier for Teams or Zapier for Enterprise account Updated June 18, 2026 18:36 With a Team or Enterprise account, you get access to all of the powerful automation features that Zapier offers, plus advanced admin controls. Collaborate with members across your entire organization so you can scale and manage all your business-critical systems within a single account. A Team account is ideal for small teams that need to share and collaborate on Zap workflows. An Enterprise plan is ideal for businesses that: Use Zapier across multiple departments. Have more advanced administrative needs. Require enterprise-grade security features. In this guide, you’ll learn how to create an Enterprise or Team account, invite members, and assign roles. Enterprise account Team account Create an Enterprise account Contact Zapier’s Sales team for a demo of how Zapier can automate your workflows and explore which plan is best for you. Then, set up your account’s enterprise-grade security features so you can control how your team uses Zapier. You can register your business website address, like zapier.com, to your Zapier account. Verifying your domain allows you to: View and export a list of users who have a Zapier account that uses an email address registered to your domain. Verify if those users have enabled two-factor authentication on their account. Define how users can join your account. After you verify your domain, you can then use domain insights to see if any of your employees already have an account and domain capture to consolidate all of them under your account. SSO provides a centralized, secure way to manage who can access your Zapier account. When you set up SSO , Zapier will require members of your account to log in using an identity provider of your choice that supports the SAML 2.0 protocol. With user provisioning , you can automatically add and remove members. Zapier supports the System for Cross-domain Identity Management (SCIM) protocol so you can use any identity provider that uses SCIM. Easily consolidate all Zapier accounts used by members of your organization into one centralized account. This makes Zapier usage at your organization more secure, easier to manage, and streamlines billing.You can easily control which apps your account members can connect to Zapier . You can use either: A restrict list, which lets members use any app on Zapier except for the ones you prohibit. An allow list, which lets members only use apps that you approve them to use. Invite members and assign user roles Invite members to your account manually or automatically via your identity provider and SCIM or by using domain capture . Assign user roles to your members to ensure they have appropriate permissions to use and manage your account. Next steps You can create teams within your Enterprise account to help your departments seamlessly collaborate with one another. When managing assets or sharing app connections , members can easily select their whole team at once rather than selecting members one by one. If a member has a personal Zapier account, they can copy their assets to your Team account. Find more information about how to use Zapier to automate your workflows: How to automate your business: A guide from Zapier Zapier examples: Ways to use automation at work Boost company-wide efficiency with automation What is business process automation (BPA)?: Definition and tips You can also contact Zapier’s Sales team at any time for additional help setting up your Enterprise account. Create a Team account Go to the Plans and pricing page to explore which plan is best for you. Learn how usage is measured at Zapier to help you select your plan. SSO provides a centralized, secure way to manage who can access your Zapier account. When you set up SSO , Zapier will require members of your account to log in using an identity provider of your choice that supports the SAML 2.0 protocol. Invite members and assign user roles Invite members to your account manually. Assign user roles to your members to ensure they have appropriate permissions to use and manage your account. Next steps When managing assets or sharing app connections , members can easily select their whole team at once rather than selecting members one by one. If a member has a personal Zapier account, they can copy their assets to your Team account. Find more information about how to use Zapier to automate your workflows: How to automate your business: A guide from Zapier Zapier examples: Ways to use automation at work Boost company-wide efficiency with automation What is business process automation (BPA)?: Definition and tips For an in-depth guide to setting up your account, take the Zapier admin essentials - Team plan course in Zapier Academy . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22330796898189-Manage-members-in-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/22330796898189-Manage-members-in-your-Team-or-Enterprise-account", "title": "Manage members in your Team or Enterprise account", "help_title": "Manage members in your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Manage members in your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Manage members in your Team or Enterprise account Updated June 18, 2026 18:36 Easily manage members of your Zapier for Teams or Enterprise account. Assign user roles to your members to ensure they have appropriate permissions to use and manage your account. Available on plans: Free Professional Team Enterprise Enterprise plan Team plan Member permissions Your Enterprise account has four user roles to ensure your account members have appropriate permissions to use and manage your account: Member Admin Super admin Owner Invite new members You can manually or automatically invite new members to your account. Select a role when you invite new members or change a member’s role at any time. Help your new members get started using Zapier by having them complete the Zapier Basics course in Zapier Academy . Set up Enterprise teams You can create teams within your Enterprise account to help your departments seamlessly collaborate with one another. When managing assets or sharing app connections , members can easily select their whole team at once rather than selecting members one by one. If a member has a personal Zapier account, they can copy their assets to your Team account. Remove members Safely remove members from your account by reviewing their Zap workflows and connected apps before you remove them from your account. You can decide whether to transfer ownership of them to another user so your business-critical Zap workflows continue working. Member permissions Your Team account has three user roles to ensure your account members have appropriate permissions to use and manage your account: Member Admin Owner Invite new members You can manually invite new members to your account. Select a role when you invite new members or change a member’s role at any time. Help your new members get started using Zapier by having them complete the Zapier Basics course in Zapier Academy . Remove members Safely remove members from your account by reviewing their Zap workflows and connected apps before you remove them from your account. You can decide whether to transfer ownership of them to another user so your business-critical Zap workflows continue working. Next steps Start collaborating with other members of your organization to scale your business-critical systems. You can also help your members get started with Zapier with these tutorials from Zapier Academy: Intro to automation Product walkthrough of Zapier Building your first Zap ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22380378238349-Supported-apps-for-custom-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/22380378238349-Supported-apps-for-custom-actions", "title": "Supported apps for custom actions", "help_title": "Supported apps for custom actions", "slug": "_platform", "auth_signals": [], "text": "Supported apps for custom actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions Supported apps for custom actions Updated August 06, 2025 14:29 You can create custom actions with 2500+ apps on Zapier. Beta Custom Actions is a beta feature. It is available for use, but is still in active development and may change. Find apps that support custom actions To check if your app supports custom actions: In the Zap editor, add a new action step . Click the Action event dropdown menu. Check the dropdown menu for a tab labeled Custom actions : If the Custom action tab is visible, your app supports custom actions. If the Custom action tab does not appear, this means it does not support custom actions. If your app is supported, you can create a custom action . Request new apps to be supported There are no plans at this time to add additional app coverage. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22330977078157-Collaborate-with-members-of-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/22330977078157-Collaborate-with-members-of-your-Team-or-Enterprise-account", "title": "Collaborate with members of your Team or Enterprise account", "help_title": "Collaborate with members of your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Collaborate with members of your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Collaborate with members of your Team or Enterprise account Updated May 29, 2026 18:15 Available on plans: Free Professional Team Enterprise In Team and Enterprise plans, it’s easy to collaborate with other members of your account. Let your members share ideas and skills to save you time and effort. In this guide, you’ll learn how to: Share assets Share app connections Share folders Control which apps are used Share assets Build and edit assets together with other members of your account. Learn how to manage your assets : Share so other cans collaborate on your asset. Share a Zap template so others can start building from your Zap outline. Duplicate your asset so others can tailor your full setup to their own needs. Change ownership of the asset so another member of your account can manage it. If someone leaves your organization, account admins and owners can also transfer ownership of their Zap workflows to ensure your business-critical workflows keep running. Share app connections You can also share app connections with members of your account so they can use them in Zap workflows without needing your login credentials. If someone leaves your organization, account admins and owners can update their connected app accounts to ensure your business-critical workflows keep running. Share folders Create shared folders to organize your assets together with specific users or departments in your organization. You can share folders with additional members or specific teams in your account at any time. Control which apps are used Available on plans: Free Professional Team Enterprise Easily control which apps your account members can connect to Zapier . You can use either: A restrict list, which lets members use any app on Zapier except for the ones you prohibit. An allow list, which lets members only use apps that you approve them to use. Next steps Learn how to manage members of your account to ensure the right members of your organization use Zapier or how to access an account after a user leaves . Find more information about how to use Zapier across your organization: Streamline work across departments with automation How to get the most out of Zapier workflows for your team 3 ways to empower your team with automation Organization tips for your Zap workflows How to become a master automator ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22495436062605-Set-up-custom-error-handling", "final_url": "https://help.zapier.com/hc/en-us/articles/22495436062605-Set-up-custom-error-handling", "title": "Set up custom error handling", "help_title": "Set up custom error handling", "slug": "_platform", "auth_signals": [], "text": "Set up custom error handling &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Set up custom error handling Updated April 10, 2026 15:53 Available on plans: Free Professional Team Enterprise Use the error handler to customize how your Zap runs if it encounters an error. These steps will have a Stopped/Errored or Stopped/Halted status . When you add an error handler to a step in your Zap, the Zap will run the error handler as an alternative workflow. This gives you more granular control over your workflows so you can quickly troubleshoot and recover from errors. Set up an error handler Create a new error handler You can add an error handler to any step of your Zap. In the Zap step where you want to add an error handler, click the three dots icon . A dropdown menu will open. Select Add error handler . The error handler will appear below the existing step and the Zap will split into two paths. On the left, any pre-existing steps will appear as one path under the Success label. This path will run if no errors occur in the step where you added the error handler. On the right, a new error handler path will appear under the Error label. This path will only run if an error occurs in the step where you added the error handler. In the error handler path, click the action step to set up your Zap action . (Optional) Add additional action steps to the error handler path. (Optional) Rename a step in the error handler, by clicking the three dots icon . A dropdown menu will appear. Click Rename . A dialog box will appear above the error handler. Enter a new name for the error handler, then click the check mark to save. When an error handler runs, the original errored step does not count towards the Zap’s error ratio . Delete steps in an error handler You can delete a single step in an error handler path. On the step in the error handler path, click the three dots icon . A dropdown menu will open. To duplicate, select Duplicate . The duplicate step will appear directly below. To delete, select Delete . Complete deletion by clicking Really delete? . Tip When an error handler runs, the Zap run details will display it as a path branch run with a \"Success\" status . Use error messages in later steps When a step errors, the app used in the step will return an error message to Zapier. If the step has an error handler set up, you can use the error message as a field that can be mapped to subsequent steps in the error handler. Open a step in the error handler. Select a field that you want to map the error message field to. The dropdown menu to insert or select data will open. Select the original step where the error handler originates from to expand it. Search for and select the Error Message field. Availability You can: Add an error handler to any step in your Zap except for the trigger and any Paths step. You can add them to steps within a path. Have multiple error handlers in a Zap, but only 1 per Zap step. Add an error handler to a step within an existing error handler. Add Paths within an error handler path. Copy and paste a step from within an error handler path to any other step in the Zap. View error handler runs in Zap history. They will have a “Stopped/Handled” status . Tip When an action step errors, any error handler added to it will always run. This is different from Paths , which will not run if it depends on fields mapped from a previous step that errored. Limitations If you downgrade to a Free plan : Your Zap will turn off if it contains any existing error handlers. You cannot add any new error handlers. You cannot copy and paste entire error handler paths. You can have up to 100 steps in your Zap, including any steps in an error handler path. Once published, autoreplay for the Zap will turn off to enable error handling. Autoreplay settings at the account level will not be affected. You cannot manually replay Zap runs that have error handlers. You can replay an entire Zap run instead. Zapier will not send any error notification emails when an error handler runs. When a step errors, it will not generate any output. Any fields in subsequent steps that are mapped to the errored step will not receive any data, including any error handlers . Any Zap that uses Zapier Manager to trigger from errors in a Zap will still trigger even when custom error handling is enabled. If you add a filter or a path to your error handler but the actual error message does not match the filter or path conditions, the status of the run will be \"handled\" instead of \"errored\". ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22495179408909-App-Extensions-is-renamed-to-Custom-Actions", "final_url": "https://help.zapier.com/hc/en-us/articles/22495179408909-App-Extensions-is-renamed-to-Custom-Actions", "title": "App Extensions is renamed to Custom Actions", "help_title": "App Extensions is renamed to Custom Actions", "slug": "_platform", "auth_signals": [], "text": "App Extensions is renamed to Custom Actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 App Extensions is renamed to Custom Actions Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Effective December 18, 2023, App Extensions has been rebranded as “ Custom Actions ”. This change reflects the importance of this feature and our commitment to providing our users with the simplest Zapier experience. &nbsp; We know this change might be disruptive to a few teams, but we believe that is is necessary to ensure our naming conventions are consistent and clear. &nbsp; We’re looking forward to seeing what you build with custom actions. &nbsp; If you are interested in learning more about Custom Actions, find out how to create your first custom action today! &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22880871516045-App-update-Freshsales-Suite-Spotify-Project-Broadcast-Superchat-and-more", "final_url": "https://help.zapier.com/hc/en-us/articles/22880871516045-App-update-Freshsales-Suite-Spotify-Project-Broadcast-Superchat-and-more", "title": "App update Freshsales Suite Spotify Project Broadcast Superchat and more", "help_title": "App update Freshsales Suite Spotify Project Broadcast Superchat and more", "slug": "_platform", "auth_signals": [], "text": "App update: Freshsales Suite, Spotify, Project Broadcast, Superchat, and more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 App update: Freshsales Suite, Spotify, Project Broadcast, Superchat, and more Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Freshsales Suite: app update and bug fixes This update introduces valuable new features and enhancements to Freshsales Suite, alongside important bug fixes that improve user experience. New features : Added a new trigger for account update notifications. Introduced the ability to create records in custom modules. Enhancements : Multi-select fields are now clearly separated by commas for better readability. Contact updates can now be executed using mobile numbers and External IDs. Bug fixes : Resolved an issue where newly created contacts were not being added to the list. Fixed the Find Contact by Unique Fields action which previously returned a nonexistent list error. Spotify: app update We've enhanced the Spotify app on Zapier to give you more control over your music and podcast experiences. Check out the latest features: Start and control playback across your devices with the Start Playback action. Efficiently find songs, playlists, albums, and artists using the Search for Item action. Update existing playlists easily with the Update Playlist action. Stay updated with new podcast episodes using the New Podcast Episode trigger. Dive deep into podcast content with the Find Episode action. Manage your current listening session with the Get Current Track action. Organize your playlists by removing tracks with the Remove Track from Playlists action. Expand your music library by saving entire albums with the Save Album action. Add tracks to specific positions in your playlists with the new \"position\" field in the Add Track to Playlist action. Project Broadcast: bug fix Two important bug fixes have been implemented for contact management within Project Broadcast: Custom field values are now preserved when updating a subset of fields. This means you can update specific custom fields without losing previously entered data in other fields. Existing tags are maintained when new tags are added during contact updates. This ensures that you don't accidentally overwrite existing tags when adding new ones. Superchat: app update Great news! Superchat has just released an update to their Zapier app, adding more actions and triggers. Now, you can benefit from creating contacts, updating contacts, sending any kind of messages, and managing conversations in Superchat. With these new features, you'll have even more control and flexibility in integrating Superchat with your other apps. Upgrade your workflows today and experience the power of Superchat's expanded Zapier functionality! Wealthbox CRM: app update Wealthbox CRM has made a valuable update to their Zapier app. You can now assign tasks to any active teams in your Wealthbox CRM workspace when creating tasks through Zapier. This enhancement improves collaboration and task management for your team. Make sure to update your Zap workflows to take advantage of this new capability! Hyros: app update Hyros has enhanced its functionality with a new feature that allows users to set lead stages seamlessly. You can now specify a lead stage using the \"stage\" field when creating orders, leads, or calls, streamlining the lead management process. This update offers more control over lead tracking and organization within the Hyros platform. WooSender: app update WooSender has enhanced its Zapier app with new features that streamline campaign management, user assignment, and pipeline organization. You can now: Assign specific campaigns directly within Zapier. Allocate users to tasks or actions for better team coordination. Organize and manage their sales pipeline more effectively. Microsoft SharePoint: app update The Microsoft SharePoint app on Zapier gets even more powerful! We've added a new New File in Folder or Subfolders trigger, allowing you to automate workflows based on files added to any specific folder or its subfolders within SharePoint. This enhances your workflow automation possibilities and streamlines your processes. Harness: app update Harness has enhanced its Zapier app with a valuable new feature to streamline your workflows. You can use the new trigger New Ticket Purchase that triggers upon successful ticket purchase transactions, allowing for automated follow-ups or data tracking immediately after a sale is completed. Searchie: app update Searchie has rolled out new updates for their Zapier app, enhancing your ability to manage content in playlists. These updates introduce new triggers and actions, giving you more flexibility and automation options for playlist content management. To take advantage of these new features, update your Zap workflows involving Searchie playlists. OrbisX: app update Get ready for a powerful upgrade to the Orbis app's New Events feature! We've synchronized the polling version with the New Events trigger, meaning you'll now receive real-time notifications and gain access to a wealth of details like: Vehicle details : See the specifics of vehicles involved in events. Client links: Easily access relevant client information with quick links. Contact information : Stay connected with email and phone numbers at your fingertips. This enhanced data display lets you track your events with unmatched efficiency. No more waiting for polls or missing crucial information. Stay informed and in control with every new event. NationBuilder: app update The NationBuilder app has been enhanced by adding a new trigger related to donations. With the new Donation Status trigger, you can easily filter and respond to donations based on whether they have succeeded or failed, improving your ability to manage fundraising efforts. SuperOffice CRM: bug fix A bug has been addressed that was causing issues with the interest update feature in SuperOffice CRM. With this fix, you can now expect the interest field to update accurately and reliably, ensuring your data stays consistent with your expectations. Klaviyo: app update Heads up, Klaviyo users! We've streamlined the \"Subscriber\" field to improve accuracy and consistency. Here's what's changed: Focus on Subscriber IDs: The \"Subscriber\" field now exclusively accepts Subscriber IDs. Email addresses are no longer valid here. Ensure correct app functionality: To avoid any disruptions, please update any Zap workflows that rely on the \"Subscriber\" field. Make sure they use Subscriber IDs instead of email addresses. This update clarifies communication between Klaviyo and your connected apps, ensuring smooth operation and accurate data processing. View all of your Zap workflows that use Klaviyo . LMN: bug fixes We've released an update for the LMN app that tackles some common hiccups. Here's what's fixed: Contacts : Say goodbye to pesky issues with the \"Classification\" field when creating new contacts. Everything should run smoothly now! To-Dos : The \"Assignee\" field in To-Do creation is back on track. No more unexpected glitches, so assigning tasks is a breeze! These improvements should lead to a more seamless and reliable experience for managing your contacts and tasks in LMN. Moxie: app update Moxie has streamlined its invoicing process with the addition of the Apply Payment method. Users can now easily mark invoices as paid directly within the Moxie app, enhancing efficiency and financial management. MailMunch: app update MailMunch has enhanced its app capabilities by implementing support for extra custom fields when adding new contacts. This update allows for more personalized and detailed information to be captured for each contact, enabling better segmentation and targeted marketing efforts. Plug&amp;Pay: app update With Plug&amp;Play you can use a new trigger called Form Submitted to enhance your workflow automation. This trigger simplifies how you interact with your Plug&amp;Pay forms with your existing workflows. Whenever a form is successfully completed, you can automatically trigger specific actions in other tools, saving you time and effort. Explore its capabilities and discover how it can optimize your workflows. Attio: bug fix An important update to Attio that tackles a critical bug affecting the Create or Update Record action has been released. Here's what's improved: Enhanced attribute selector: The issue causing errors in the attribute selector has been resolved. You can now confidently select the correct attributes when creating or updating records, ensuring data accuracy and a smoother experience. More reliable record management: This fix paves the way for more reliable and efficient record management in Attio. You can create and update records with the assurance that your data is accurate and consistent. Luma: app update and bug fix Luma's app on Zapier has been enhanced with a new trigger. The new Event Updated trigger activates whenever an event is updated, streamlining your workflow by capturing changes in real-time. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22234171213325-Understand-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/22234171213325-Understand-your-Zapier-account", "title": "Understand your Zapier account", "help_title": "Understand your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Understand your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Understand your Zapier account Updated May 29, 2026 18:15 Your Zapier account gives you access to all the automation features Zapier offers: Zap workflows , Tables , Forms , Canvas , and Chatbot . With tools that ensure security and granular data management, you can trust Zapier with all of your business-critical workflows. Learn how to manage your: Plans, usage, and billing User profile Email and error notifications Security and data Plans, usage, and billing You can get a quick view of your plan and usage from the left sidebar on the main page of each Zapier feature. There, you’ll see: Your task and Zap usage . When your billing cycle resets. A link to manage your plan . Learn more about how to select the right Zapier plan for your needs. User profile The My Profile page allows you to make changes to the email address and password you use to log in, your name, company, role, and time zone. Manage your Zapier account profile Change your Zapier account email address Change or reset your Zapier account password Email and error notifications Update your notification settings to ensure you get the emails you want to receive from Zapier. Activity summary emails: receive a summary of all the workflows automated by Zapier. Error notifications: stay informed when your workflows run into issues. You can also use Zapier Manager to monitor your Zap workflows for even more control of your Zapier activity notifications. Email subscriptions: receive emails for things like research opportunities, events, webinars, and product updates. Learn how to manage your account email notification preferences and error notifications . Security and data management Zapier provides options to keep your business-critical workflows secure and your data private. Security features available to all accounts: Set up two-factor authentication when you log in. Authorize or remove third-party access to your Zapier account data . Default SSL certificate checks . Additional enterprise-grade security for accounts on Enterprise plans : Use SAML to enable single sign-on (SSO) when members log into Zapier. Also available on Zapier for Team accounts. Verify your company domain to ensure all members of your organization are using your Enterprise account . Use SCIM to provision user accounts so you can easily manage your account members . Manage your account data privacy: Export or delete your account data . Delete your Zapier account . Accounts on Team or Enterprise plans can also import and export Zap workflows into their account . Learn more about security and compliance at Zapier. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . Team and Enterprise account management It’s easy to consolidate all Zapier users at your organization under one account when you sign up for a Team or Enterprise plan . This makes it easy to manage all members from a single account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22447428994701-App-update-Teachery-Zendesk-MyGadgetRepairs-ChatGPT-Close-and-more", "final_url": "https://help.zapier.com/hc/en-us/articles/22447428994701-App-update-Teachery-Zendesk-MyGadgetRepairs-ChatGPT-Close-and-more", "title": "App update Teachery Zendesk MyGadgetRepairs ChatGPT Close and more", "help_title": "App update Teachery Zendesk MyGadgetRepairs ChatGPT Close and more", "slug": "_platform", "auth_signals": [], "text": "App update: Teachery, Zendesk, MyGadgetRepairs, ChatGPT, Close and more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 App update: Teachery, Zendesk, MyGadgetRepairs, ChatGPT, Close and more Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Teachery: app update Teachery has made improvements to their API endpoints for webhooks to enhance the instant trigger functionality. This internal update provides more stability and efficiency for users who utilize webhooks to integrate their Teachery courses with other services on the Zapier platform. Zendesk: app update We've enhanced our Zendesk app to better handle custom fields. This update ensures that various custom field types are now supported, improving accuracy and consistency when you create or update tickets through Zapier. Please note, however, that fields of type lookup and custom_status remain unsupported. MyGadgetRepairs: app update Keep your customer interactions and project management seamless with the latest enhancements to the MyGadgetRepairs app on Zapier. Our newest update broadens your automation capabilities with: A new trigger, Updated Customer , to start workflows whenever customer details change. Four new actions for robust project management, including: Create Project Tag to categorize your projects effectively. Add Tag to Project for better project tracking. Find or Create Project Tag to ensure tags are consistently applied. Add Tag to Project Task to maintain task organization. ChatGPT: app update The ChatGPT app on Zapier has been updated with new features to enhance your workflow. These improvements include: The addition of a max tokens setting for the vision feature allows for more control over the output. Updates to testing protocols to ensure smoother automation experiences. Enhanced error handling, including better support for cases where a task requires manual replay. Close: app update Close has enhanced its app capabilities on Zapier and added the ability to update meeting or call notes based on the call's linked meeting status. OneDrive: app update We're excited to announce that OneDrive now supports shared files and folders in actions! With this new feature, you can easily integrate your shared files and folders with other apps and automate your workflows. Whether you want to create a new file, update an existing file, or move a file to a shared folder, OneDrive has got you covered. This enhancement will make it even easier to collaborate and share files across your favorite apps. Google BigQuery: app update We've refined the Run a Query search action within Google BigQuery's app. With this update, the search will now attempt to wait for your query to complete before delivering results, ensuring you receive the most current data when you need it. This enhancement aims to improve reliability and reduce workflow latency. Unbiased Pro: app update Unbiased Pro has made significant updates to its Zapier app that may affect your automated workflows. These changes include: A new field named 'matched postcode' has been added. The 'client_postcode' field has been renamed to 'client_zip_code' for compatibility with US naming conventions. Ensure your Zap workflows are current by integrating these new fields where necessary. HubSpot: app update and bug fix HubSpot has rolled out an app update with notable changes and bug fixes: The number of deals retrieved by Recently Updated Deals trigger has been decreased to 50 to streamline data handling and improve performance. Testing Zap workflows that relied on the now-deprecated contact list requests have been adjusted to ensure continued functionality. Eventbrite: app update Eventbrite has added a new trigger to its Zapier app to enhance your automated workflow capabilities. The new Updated Attendee trigger allows for automatic actions when attendee details are updated in Eventbrite, so you can keep your event management processes synchronized and responsive to changes. Microsoft Teams: bug fix A recent update to Microsoft Teams app has addressed and resolved an issue users were experiencing. The functionality for sending messages with chat markdown and HTML support has been improved to ensure smooth communication within Microsoft Teams. AddEvent: app update We're excited to announce that AddEvent has a new feature to enhance your scheduling experience. Now, you can effortlessly generate valid recurring rules for your events using the link to our recurring rule generator. This update simplifies creating repeat events and ensures they're set up correctly every time. Google Contacts: app update Google Contacts now has a new trigger for your automations. With this update, you can create Zap workflows that initiate whenever a new contact is added, making it easier to keep track of your growing network and integrate with your workflow effortlessly. Jira Software Cloud: app update We've optimized the way we handle Issue Types in Jira Software Cloud. We've switched to a newer, more efficient Issue Types endpoint, ensuring faster and more reliable interactions with your Jira projects. Facebook Custom Audiences: app update Facebook Custom Audiences has added a new feature to its Zapier app, enhancing its utility for users. The app now includes a new action called Remove Email From Custom Audience , allowing you to automate the process of updating your custom audiences. This update simplifies audience management by enabling the seamless removal of email addresses from your custom audiences directly via Zapier. OnePageCRM: app update OnePageCRM has enhanced its app by adding the 'Lead Sources' field to Zap workflows. This new feature allows users to effectively manage and track lead capture from various sources, automate targeted nurturing based on lead origin, and optimize conversion and upselling processes with more tailored sales automation workflows. Copilot: app update The Copilot integration on Zapier now includes enhanced functionalities to streamline your internal user management. A new trigger, List Internal Users , allows you to automatically retrieve a list of internal users within your organization. The new search action, Find an Internal User by ID , enables you to quickly locate specific internal users by their unique identifier. LearningSuite: app update LearningSuite has enhanced its course management capabilities by introducing a new feature. Instructors can now set a start date for courses and bundles, allowing them to schedule the release of time-based content to cater to individual learners' needs. Content Snare: app update and bug fix Content Snare's latest update enhances your workflow by adding pagination for the fields 'Folder' and 'Reminder schedule' to improve usability and navigation when setting up your Zap workflows. TimeRex: app update TimeRex has rolled out an update on their Zapier app, enabling a clearer distinction between new and rescheduled events. This update adds functionality to help users better recognize and handle new appointment bookings and changes to existing appointments. Attio: app update Attio has recently improved their Zapier integration, addressing a specific issue that affected the adding text name values for people. Users leveraging Attio on Zapier should notice more reliable data handling with this update. Google Workspace Admin: app update Zapier's Google Workspace Admin app has rolled out an update that enhances its functionality. Users can now harness the new Updated User trigger to create more dynamic and responsive automation workflows within the Google Workspace ecosystem. This trigger will facilitate real-time updates whenever there is a change to user properties in your Google Workspace domain. Cloze: bug fix We've recently made an improvement to the Cloze app. Users were encountering an issue where custom field names within Cloze appeared in an internal format. We're pleased to report that this bug has been fixed, ensuring that custom field names now display correctly for a better, more intuitive user experience. CraftMyPDF.com: app update We've fine-tuned the CraftMyPDF.com app on Zapier, offering you more flexibility than ever before with extended expiration times. Share your generated PDFs with confidence, now featuring an option for expiry up to 7 days. Expand your workflow's reach and give recipients ample time to access their documents. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22296803219725-Domain-capture-now-supports-Google-Single-Sign-On-SSO", "final_url": "https://help.zapier.com/hc/en-us/articles/22296803219725-Domain-capture-now-supports-Google-Single-Sign-On-SSO", "title": "Domain capture now supports Google Single Sign On SSO", "help_title": "Domain capture now supports Google Single Sign On SSO", "slug": "_platform", "auth_signals": [], "text": "Domain capture now supports Google Single Sign-On (SSO) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 Domain capture now supports Google Single Sign-On (SSO) Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We’ve released an update to our domain capture feature. Now, domain capture is compatible with Google Single Sign-On. Now, when users sign up for Zapier by clicking the “Sign up with Google” button, their sign-up will be captured, ensuring that your employees are all under your Zapier for Companies account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22334604476941-Monitor-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/22334604476941-Monitor-your-Team-or-Enterprise-account", "title": "Monitor your Team or Enterprise account", "help_title": "Monitor your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Monitor your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Monitor your Team or Enterprise account Updated May 29, 2026 18:15 Available on plans: Free Professional Team Enterprise Add multiple members to your Team or Enterprise account with confidence, knowing you can easily monitor your account activity. Get insight into who is using your account and how. In this guide, you’ll learn how to: Review and customize your Zap history Monitor account usage Manage notifications Manage invoices and billing Zap runs Monitor all Zap workflows that have run in your account in the Zap history . This is especially helpful when troubleshooting any errors that might occur. You can also export your Zap history for your records. Tip If you’re on a Enterprise plan, you can customize how long Zapier retains your Zap history . If you have issues after editing a Zap, you can easily roll back to a previous version . Account usage Export a CSV of any member’s Zap workflows and app connections to review what they’re using in Zapier. You can also use the audit log to see Zap workflow activities across your account, like when a Zap was published, turned on or off, or deleted. You can also monitor your account’s task usage so you can keep an eye on your plan limits. Manage notifications Get email notifications only when you want to. You can customize when you should be notified if errors occur in your Zap workflows and decide when Zapier sends you email newsletters . Or, use Zapier Manager to further customize your account and Zap notifications. Manage invoices and billing By default, Zapier emails your invoice to the account owner each billing cycle. Account owners and admins can log in to access and manage your invoices , including viewing past invoices and adding other email addresses as invoice recipients. They can also update your account billing info any time within Zapier. Next steps For easier management and added security, you can import and export your Zap workflows . Learn more about managing and streamlining your account: Efficient automation: How to get the most out of your Zap workflows The Zapier Manager guide: How to add automation to your Zapier account AI at Zapier: How we use artificial intelligence to streamline work ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23248964752269-App-update-Freshsales-Suite-BHuman-Push-by-Technulus-Front-and-more", "final_url": "https://help.zapier.com/hc/en-us/articles/23248964752269-App-update-Freshsales-Suite-BHuman-Push-by-Technulus-Front-and-more", "title": "App update Freshsales Suite BHuman Push by Technulus Front and more", "help_title": "App update Freshsales Suite BHuman Push by Technulus Front and more", "slug": "_platform", "auth_signals": ["api_key"], "text": "App update: Freshsales Suite, BHuman, Push by Technulus, Front, and more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 App update: Freshsales Suite, BHuman, Push by Technulus, Front, and more Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Freshsales Suite: bug fixes We've rolled out an update that addresses an important bug fix in Freshsales Suite. Users were encountering a \"ContactID isn't defined\" error. This update resolves issues in the following areas: Fixed the Create Contact action which previously returned a \"ContactID is not defined\" error. Resolved the Find Contact by Unique Fields action error where \"ContactID\" was not being identified. Now you can create contacts and search by unique fields without any hiccups! BHuman: app update BHuman has released a new feature to enhance its app capabilities on Zapier. The latest addition is the New Video trigger, which activates when a new video is generated for your campaign. This provides you with immediate automation opportunities as soon as new video content is available. Push by Techulus: app update Push by Techulus has rolled out a new feature that enhances the user experience by introducing custom notification sounds. This update allows you to personalize audio alerts within the app, providing a tailored notification experience. Front: app update Front has recently enhanced its functionality by adding support for the custom message type in the Import Message action. This update brings a significant improvement and allows you to import custom message types into Front. The key benefits of this new feature include increased flexibility and customization in workflows, enhanced organization and management of messages, and overall improved productivity and efficiency for Front users. Scoro: app update Scoro's Zapier app has been updated with new features to enhance your finance document workflows. The app now includes \"doer email\" and \"role name\" fields within finance documents' lines fields, offering more detailed insights and customization options for your financial tracking and reporting. Ensure you update your Zap workflows to integrate these new features and maintain seamless functionality. Teamtailor: app update This update brings two enhancements to the Teamtailor app on Zapier: It now provides example sample data for Candidate events that support real company custom fields, giving you a more realistic data environment for testing. You now have the ability to select specific Zap workflows to be triggered by Teamtailor's events, enabling more precise automation. APITemplate.io: app update APITemplate.io has enhanced its Zapier app to streamline your workflow: Introduced a delay feature for image and PDF generation, allowing for better timing control in your automations. Added a file key attribute to improve management and reference of generated files. CustomGPT: app update CustomGPT has expanded its Zapier app to enhance automation capabilities for messaging and project management. Here are the new features available: Automatically trigger a workflow when a message is posted in a conversation with the New Messages Posted trigger. Initiate a process when a new conversation is created within the platform with the New Conversation Created trigger. Search for an existing conversation or create a new one as needed with the Find or Create conversation action. Enable the creation or search for a project, by streamlining project management tasks with the Find or Create Project action. Text In Church: app update Text In Church has rolled out a new update to their app on Zapier, enhancing the way you connect and engage with your community. A new trigger Connect Card Submission has been added to help you automate follow-ups and keep track of new visitors. There's a fix to the bug users were experiencing with the Search Contact action. It now works as expected, allowing you to find and manage your contacts more efficiently. Close: bug fix Close has recently implemented a crucial bug fix to enhance user experience. The issue, which prevented users from being found in the Find User in Close action, has been successfully resolved. This fix ensures a smoother workflow, significantly improving the reliability and functionality of the Find User in Close action. Stripe: app update Stripe has released an important update to their Zapier app, introducing new functionality for your automated workflows. The new Cancel Subscription action allows you to automate the process of canceling subscriptions directly through your Zap workflows, streamlining your subscription management tasks. Personal AI: bug fix Personal AI has released an update addressing a critical bug. This bug fix pertains to an issue where uploading to a specific persona was not functioning correctly. With this resolution, users can now seamlessly upload to their desired persona, ensuring a more reliable and effective user experience in Personal AI. TextMagic SMS: app update We've updated the TextMagic SMS app to enhance your workflow. Introduced a new parameter, emptyResultOnEmptyQuery, which returns an empty search result when no query is passed. This can help streamline processes when a query is conditional or optional. Mailchimp Transactional: app update Enhance your email campaign management with Mailchimp Transactional's latest update. The app now offers a new filter field that simplifies the process of selecting templates by limiting the number displayed in the Templates dropdown menu. This update helps users streamline template selection and improve workflow efficiency. Superchat: app update Superchat's latest update enriches your workflow automation with new triggers and actions, improving how you interact with messages and contacts within the platform: Dynamic samples for webhook triggers now accommodate all types of message traffic and provide insight into custom contact attributes through the Contact Updated and Contact Created triggers. A new Create Note action allows you to conveniently add conversation notes within the app. Enhanced contact management is now possible with the newly added \"Search by Contact ID \" field in the Find a Contact action. The Search a File action introduces the ability to locate files easily, streamlining your document-handling tasks. Intercom: app update This update to the Intercom app ensures that whitespace is automatically trimmed from input field values. This improvement addresses and prevents the \"trailing_whitespace\" error, leading to a more seamless and error-free user experience. Linear: app update The Linear app on Zapier has just been enhanced with the addition of two new triggers: The New Document Comment trigger allows for the automation of workflows whenever a new comment is added to a document in Linear. The New Project Update Comment trigger enables actions to be taken automatically when a comment is posted on a project update. These updates are designed to improve communication and project management within your team. Parseur: app update Parseur has implemented a new method for connecting to Zapier by introducing API Key authentication. This enhancement ensures better security and simplifies the app process. Please note that login/password authentication is now deprecated, and users are encouraged to update their Zap workflows to the new version. Jibble: app update Jibble has enhanced its app capabilities with a new feature. Users can now automate workflows with the addition of a new trigger New or Update Manual Time Entry . Automate your tasks by triggering actions in other apps whenever a manual time entry is created or updated in Jibble. This ensures seamless time tracking and management across your productivity tools. ServiceTrade: app update ServiceTrade's latest update enhances its Zapier app with two significant enhancements: ServiceTrade now supports API Request actions , which means you can create your own actions, unlocking custom automation possibilities tailored to specific needs. The app now supports Single Sign-On (SSO) authentication, streamlining access for users and increasing security. Swapcard: app update Swapcard has introduced a significant new feature enhancing the event registration experience. You can now add custom registration fields, enabling the collection of specific attendee information such as job title, company name, or dietary preferences. This update offers greater control over the registration process and assists in gathering valuable attendee data. Monday.com: app update Monday.com has transitioned to a new API version (2024-01), bringing enhancements to its functionality. This update includes a refinement in handling empty values for the \"vote\" column, ensuring better data management. Additionally, the format of the \"check\" column value has been revised for improved usability. SweepBright: app update SweepBright app with Zapier now includes a new Change Property Visibility action. This feature allows you to easily toggle the visibility of your properties, making them either public or private. The addition simplifies property management, eliminating the need for manual updates and enhancing workflow efficiency. Take advantage of this convenient new feature and streamline your property management process. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23279461598221-Changes-impacting-Jira-Server-users", "final_url": "https://help.zapier.com/hc/en-us/articles/23279461598221-Changes-impacting-Jira-Server-users", "title": "Changes impacting Jira Server users", "help_title": "Changes impacting Jira Server users", "slug": "_platform", "auth_signals": [], "text": "Changes impacting Jira Server users &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 Changes impacting Jira Server users Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Starting Feb 15, 2024, Atlassian will no longer support Jira Server . While the software will remain usable for the time being, it will no longer receive updates or maintenance from Atlassian. This may affect you if you're using Jira Server in a Zap. While there is no current end-of-life date announced, using unsupported software poses potential security risks and compatibility issues. Atlassian is recommending that Jira Server users switch to one of their supported software: Jira Cloud. Jira Data Center. How this update may affect your Zapier account If you use the Jira Software Server app in your Zap workflows, depending on if you have stayed with Jira Server or migrated to a different app, you may need to take action in your Zapier account: Continue to use Jira Server: Zap workflows that use the Jira Software Server app will continue to work as expected until Atlassian withdraws the app. No further action is required. Migrate to Jira Cloud : You’ll need to update your Zap workflows to use the Jira Software Cloud app. Upgrade to Jira Data Center: Zap workflows using the current Jira Software Server app will continue to work as normal. No further action is required. However, there may be some issues that Zapier hasn’t foreseen, in which case, reach out to the Zapier Support team . You can view all your Zap workflows that use Jira Software Server . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23153229835533-Troubleshooting-your-Zap-workflows-just-got-easier", "final_url": "https://help.zapier.com/hc/en-us/articles/23153229835533-Troubleshooting-your-Zap-workflows-just-got-easier", "title": "Troubleshooting your Zap workflows just got easier", "help_title": "Troubleshooting your Zap workflows just got easier", "slug": "_platform", "auth_signals": [], "text": "Troubleshooting your Zap workflows just got easier! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 Troubleshooting your Zap workflows just got easier! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. You can now review HTTP logs for your Zap workflows in your Zap run details . These logs detail what info was sent to and from your app for each step in your Zap. If errors occur, they can show you what went wrong. Use them to troubleshoot so you can get your business-critical Zap workflows back up and running faster. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23287815651981-Use-even-more-Zapier-apps-without-using-your-plan-s-tasks", "final_url": "https://help.zapier.com/hc/en-us/articles/23287815651981-Use-even-more-Zapier-apps-without-using-your-plan-s-tasks", "title": "Use even more Zapier apps without using your plan s tasks", "help_title": "Use even more Zapier apps without using your plan s tasks", "slug": "_platform", "auth_signals": [], "text": "Use even more Zapier apps without using your plan&#39;s tasks! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 Use even more Zapier apps without using your plan&#39;s tasks! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Earlier this month, we announced some big improvements to Zapier plans , and now we’re doubling down to bring you even more! When you use any of the following apps in your Zap workflows, they will no longer count toward your task usage : Delay Looping Sub-Zap Digest Zapier Manager Storage Zapier Tables Zapier Interfaces If you're on a legacy plan, you must update your plan to a current plan to gain access to all three updates. You can update your plan on your Billing and usage page by clicking Update plan or Change plan . You can then update your plan to one that works best for you. When you do, you’ll be able to use these apps without using any of your plan’s tasks, along with the improvements we previously announced: pay-per-task billing, unlimited Zap workflows on all plans, and free Filter , Formatter , and Paths tasks. Note You must have a paid plan to use the following apps: Delay Looping Sub-Zap Storage If you need help to update your plan or have feedback to share, reach out to Zapier Support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/22923011763853-We-re-making-some-big-improvements-to-Zapier-plans", "final_url": "https://help.zapier.com/hc/en-us/articles/22923011763853-We-re-making-some-big-improvements-to-Zapier-plans", "title": "We re making some big improvements to Zapier plans", "help_title": "We re making some big improvements to Zapier plans", "slug": "_platform", "auth_signals": [], "text": "We&#39;re making some big improvements to Zapier plans! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 We&#39;re making some big improvements to Zapier plans! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Enjoy more flexibility, efficiency, and reliability in your account with these 3 changes: Pay-per-task billing No more scrambling to adjust your plan to keep your business-critical Zap workflows running. Now, you can enable pay-per-task billing in any paid plan, when you reach your plan's task limit. With one easy rate of 1.25x the cost of a task on your plan, you can stop worrying about your task limit. Opt-in is required to enable pay-per-task billing. If you're on a legacy plan, you must update your plan in order to opt into this feature. Unlimited Zap workflows on all plans Before, Free and Starter plans had limits on how many Zap workflows they could have running at once. Not anymore! Now, all plans have unlimited Zap workflows. If you’re on a legacy plan, you must update your plan to gain access to this update. Use Filter, Formatter, and Paths steps without using your tasks Filter , Formatter , and Paths steps will no longer count toward your task usage . Get more value out of your Zapier plan while benefitting from greater flexibility and efficiency with your favorite built-in tools! If you’re on a legacy plan, you must update your plan to gain access to this update. Note Starting on January 18, any steps that use the following apps will no longer count toward your task usage too! Delay Looping Sub-Zap Digest Zapier Manager Storage Zapier Tables Zapier Interfaces How to access all plan improvements If you’re on a current Zapier plan, you’ll automatically gain access to unlimited Zap workflows and will no longer be charged for Filter, Formatter, and Paths tasks. You must opt into pay-per-task billing to enable this feature. How to enable pay-per-task billing for overage tasks If you don't see the option for pay-per-task billing for overage tasks in your account, you must opt-in on your Billing and usage page: Go to the Billing and usage page. In the Advanced settings section, click Enable . You'll be prompted with instructions to opt into pay-per-task-billing. Note Pay-per-task billing is only available on paid Zapier plans . If you're on a legacy plan, you must update your plan to a current plan to gain access to all three updates. You can update your plan on your Billing and usage page by clicking Update plan or Change plan . You can then update your plan to one that works best for you. After updating your plan, you'll gain access to pay-per-task billing, unlimited Zap workflows, and free Filter, Formatter, and Paths tasks. If you need help to update your plan or have feedback to share, reach out to Zapier Support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23415782732941-Apps-tags-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/23415782732941-Apps-tags-in-Zapier", "title": "Apps tags in Zapier", "help_title": "Apps tags in Zapier", "slug": "_platform", "auth_signals": ["premium"], "text": "Apps tags in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps Apps tags in Zapier Updated May 29, 2026 18:12 App tags provide information about the status of the app you’re using. They show whether an app has special requirements or describe the version of the app. Understanding these app tags will help you make informed decisions about an app’s features and usage. **Tag** **Description** **How it appears** **Impact on usage** Beta An app in active development, subject to change. Can be closed (invite-only) or open (available to any user) “Beta” Beta apps may experience drastic changes due to ongoing development. Public Officially released, stable, and ready for widespread use. No tag Public apps are stable and fully supported. Draft An app version for a public app that is only visible to integration maintainers (Developer Platform admins and collaborators ). \"Draft\" Appears when testing an app version prior to making it public. Not visible to users. Legacy Still available but no longer actively maintained or updated. A newer version usually exists. “Legacy” It's still available but may eventually lose support and may not be added to new workflows. You may need to update your workflows to a newer app version . Deprecating The app or specific version is still functional, but it has an announced end-of-life (EOL) date, indicating it will stop working in the future. This is a warning period. “Deprecating\" This app is still usable until the EOL date. Plan to migrate your workflows to use a newer version of the app before the EOL date. Deprecated No longer supported or maintained, with a specific end-of-life (EOL) date “Deprecated” Update to the latest version before the EOL date to ensure continued functionality. Zap workflows using this version will be turned off on the EOL date. You must update to the latest app version before the EOL date. Invite only A private app that you’ve been granted to. “Invite only” tag or envelope icon. Access is restricted; only users with an invitation can use this app. Premium A premium app that requires a paid Zapier plan to use. “Premium” If you are on a free plan you’ll need to upgrade to use a paid Zapier plan to use this app. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23282794440077-Review-conversation-history-for-chatbots", "final_url": "https://help.zapier.com/hc/en-us/articles/23282794440077-Review-conversation-history-for-chatbots", "title": "Review conversation history for chatbots", "help_title": "Review conversation history for chatbots", "slug": "_platform", "auth_signals": [], "text": "Review conversation history for chatbots &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Review conversation history for chatbots Updated March 31, 2026 13:14 You can review a chatbot's conversation history to understand how it's helping your users and what common questions come up. Read a conversation's history The list that appears on the chatbot's Conversations tab shows each conversation's date, the beginning of the first message, and the number of messages in the conversation. To read a specific conversation: From the Chatbots home , click your chatbot's name . Click the Conversations menu. From the Conversations list that will appear, click the conversation you want to review. The full conversation will be displayed on the right-side panel. Note Conversations that happen during the chatbot preview do not appear in the Conversations tab. Search within conversations You can search for keywords within conversations to review what users are asking about specific topics. The search terms will be highlighted in the conversation. To search within a conversation: From the Chatbots home , click your chatbot's name . Click the Conversations menu. In the search box, enter a keyword . Click Search . Export conversations The Export button allows you to download a JSON file with the full content of all conversations available. To export conversations: From the Chatbots home , click your chatbot's name . Click the Conversations menu. Click Export . Click OK in the dialog box to confirm. Tip If you search for a keyword, you can download a JSON file containing only the conversations that match that keyword. Answer feedback When a user has left feedback for a chatbot answer, you will see the label \"Feedback provided\", in the Recent conversations list. You can click on the conversation to see which answer received feedback and if it was marked \"Helpful\" or \"Not helpful\". You can create a Zap to collect all feedback received from conversations. Note You can also create a Chatbots action to collect the conversation transcript and send it to any app. Learn how to set up the Run Zap action and save a transcript . Improve responses with Training Mode You can use conversation history to improve your chatbot's responses with Training Mode . Select real chatbot responses, label them as good or bad, and the chatbot uses those examples to shape future responses. Analyze the chatbot's performance The Analytics tab offers data on how often the chatbot was used, up to the past 90 days. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23425930915469-Domain-capture-is-now-generally-available", "final_url": "https://help.zapier.com/hc/en-us/articles/23425930915469-Domain-capture-is-now-generally-available", "title": "Domain capture is now generally available", "help_title": "Domain capture is now generally available", "slug": "_platform", "auth_signals": [], "text": "Domain capture is now generally available &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Domain capture is now generally available Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Domain capture allows you to consolidate all Zapier users at your company under a single Zapier for Companies account for better account management, onboarding, and security. It's now generally available to all Zapier for Companies accounts! Learn more about domain capture . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23503999825421-Build-Zap-workflows-faster-using-AI-powered-Copilot-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/23503999825421-Build-Zap-workflows-faster-using-AI-powered-Copilot-Beta", "title": "Build Zap workflows faster using AI powered Copilot Beta", "help_title": "Build Zap workflows faster using AI powered Copilot Beta", "slug": "_platform", "auth_signals": [], "text": "Build Zap workflows faster using AI-powered Copilot (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 Build Zap workflows faster using AI-powered Copilot (Beta) Updated May 29, 2026 18:16 Introducing Copilot, an AI-powered tool you can chat with to help you build Zap workflows. Just describe your ideal workflow and Copilot will work with you to build it. No need for technical jargon! Just use everyday language with Copilot. Not quite right? Keep chatting with Copilot to refine you results. Not sure which apps, actions, or triggers to use? Let Copilot suggest some for you! Use Copilot to automate faster, so you can save your time and energy doing the work that matters. Learn how to use Copilot to build Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23899510248589-App-update-EmailOctopus-Donorbox-LearningSuite-MyCase-TidyCal-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/23899510248589-App-update-EmailOctopus-Donorbox-LearningSuite-MyCase-TidyCal-and-many-more", "title": "App update EmailOctopus Donorbox LearningSuite MyCase TidyCal and many more", "help_title": "App update EmailOctopus Donorbox LearningSuite MyCase TidyCal and many more", "slug": "_platform", "auth_signals": [], "text": "App update: EmailOctopus, Donorbox, LearningSuite, MyCase, TidyCal, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 App update: EmailOctopus, Donorbox, LearningSuite, MyCase, TidyCal, and many more Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. EmailOctopus: app update EmailOctopus has rolled out new features to enhance automation across email campaigns. Users can now enjoy more powerful triggers within Zapier, including: Trigger when a contact is added or updated in a list. Trigger when a contact interacts with a campaign email. With these updates, users can further streamline their email marketing workflows and maintain up-to-date subscriber information with ease. Donorbox: bug fixes In the latest update, Donorbox has addressed an important issue to enhance user experience. They resolved the problem with custom questions for the ticket trigger, ensuring seamless data collection and automation workflows. LearningSuite: app update LearningSuite has rolled out an update to their Zapier app that includes support for pagination. This enhancement is designed to improve the handling of larger datasets, making it easier for users to process information in manageable chunks. MyCase: app update This update to the MyCase app ensures a more comprehensive experience when creating leads, persons, cases, or companies by displaying all custom fields for input, rather than the initial limitation of the first 25 fields. Users can now fully utilize custom fields without constraints, enhancing data entry and management within the app. TidyCal: app update TidyCal has enhanced its app by adding the capability to parse individual booking questions and answers, making it easier for users to automate their workflows with precise data handling. Bigin by Zoho CRM: app update Bigin by Zoho CRM has just expanded its reach, now offering support for customers using both Canada (CA) and South America (SA) data centers. This update ensures users in these regions experience improved performance and local compliance. Eventbrite: app update Eventbrite has released a new search action that enhances functionality for users. The new Find Attendee By Id action provides an efficient way to locate event attendees within Eventbrite using their unique identifiers. With this action, you can retrieve specific attendee information quickly and efficiently. Say goodbye to manual searching and save time with this handy addition. Upgrade your Zap workflows now to take advantage of this powerful new feature! Klaviyo: app update Klaviyo has enhanced its app with a new trigger that expands automation capabilities. Users can now automate workflows whenever a subscriber is added to a Segment or List, enabling more targeted and timely engagement. This addition offers a streamlined way to trigger personalized communication based on subscriber list changes. Zoho Campaigns: app update Zoho Campaigns now offers expanded support including the introduction of services in the Canada data center and enhanced workspace capabilities. This update allows users to better manage their email campaigns within their geographical location and to collaborate more efficiently in their marketing efforts. Copilot: app update We're excited to announce new features in the Copilot app on Zapier: Create Contract action: Automate contract creation directly within Copilot. This action enables you to generate contracts from various triggers, like form submissions or CRM updates, streamlining your workflow and saving you valuable time. Find Contract action: Easily locate and retrieve specific contracts in Copilot with the new search functionality. Whether you're searching by name, client, or any other criteria, this feature enhances your ability to integrate contract details into your automated processes. Process Street: app update This update enhances the Process Street app on Zapier by improving how rate limit errors are managed during workflow execution. It ensures smoother automation by appropriately handling situations when the rate of requests exceeds the allowed threshold. Users should experience fewer disruptions when running their automated workflows with this improvement. Give Lively: new app We are thrilled to introduce Give Lively to Zapier, a fundraising platform designed with nonprofits and donors in mind. This app brings new triggers to automate your donation management: New Donation trigger: Receive notifications whenever a new donation is received, helping you stay on top of your fundraising efforts. Updated Donation Status trigger: Keep your records up-to-date automatically when the status of a donation changes. This trigger ensures your data reflects the most current information. Updated Donation trigger: Respond promptly to any updates in donations, allowing for timely engagement with your donors and accurate record-keeping. Everfit: new app We are thrilled to announce the arrival of Everfit on Zapier, a game-changing personal training management platform that revolutionizes how trainers connect with and train clients globally. Everfit's app brings a host of automation capabilities designed to streamline client management, program assignments, and overall workflow for personal trainers. With Everfit now available on Zapier, trainers can leverage powerful triggers and actions to automate various aspects of their coaching business. From client onboarding to program management, Everfit's tools are designed to enhance efficiency, allowing trainers to focus more on delivering personalized coaching and less on administrative tasks. This app marks a significant step forward in making personal training management more intuitive and impactful, providing powerful coaching tools at the fingertips of trainers everywhere. flow.team: new app We're excited to introduce flow.team to Zapier, an innovative all-in-one collaboration tool designed to enhance project and task management through efficient communication and business management features. With flow.team's app, users gain access to powerful actions that automate key aspects of their workflow: Flow.team's app allows for seamless automation of notifications, schedules, posts, and tasks, streamlining communication and project management for teams. This addition to Zapier empowers users to enhance productivity and collaboration within their teams, leveraging the power of automation to simplify complex processes. Castmagic: new app We are thrilled to announce the addition of Castmagic to Zapier, a groundbreaking app that transforms audio into content effortlessly. Castmagic offers innovative features for content creators, making it simpler to convert spoken words into engaging written content. This app introduces essential tools to automate your content creation process: Create AI Content trigger: Automatically generate written content from audio inputs, leveraging AI to turn your recordings into polished articles, blog posts, or social media content. Import Recording File action: Seamlessly upload audio files to Castmagic, initiating the content creation process without manual effort. Castmagic's presence on Zapier opens up new possibilities for content creators, podcasters, and marketers, providing a streamlined workflow to repurpose audio content efficiently and creatively. Semby AI: new app We're delighted to introduce Semby AI to Zapier, the ultimate AI team assistant designed to revolutionize how professional meetings are managed. Semby AI not only transcribes your meetings but also intelligently generates meeting notes and tasks, ensuring no critical information is missed. With this app, users can automate their workflow like never before: New Task/To Do trigger: Automatically create tasks or to-dos in other project management tools whenever Semby AI identifies actionable items in your meeting. New Transcription trigger: Seamlessly integrate meeting transcriptions into your documentation or CRM tools, ensuring all discussions are accurately captured and accessible. New Meeting Notes trigger: Automatically generate and share detailed meeting notes with stakeholders or save them in your preferred note-taking app, streamlining meeting follow-ups and information sharing. Semby AI's app with Zapier offers a powerful solution for professionals looking to enhance meeting efficiency, capture essential discussions, and automate task management, ensuring teams stay aligned and productive. Files by Zapier: app update We're excited to announce new actions for Files by Zapier, enhancing your ability to automate file processing tasks directly within Zapier. Files by Zapier, known for its straightforward approach to importing and processing various file types such as text and CSV, now offers expanded capabilities to streamline your workflows: Line items from CSV action: Convert CSV file contents into individual line items, simplifying the process of handling and organizing data for further automation. Text from File action: Extract text content from files, allowing for easy manipulation, analysis, or app of text data into your workflows. Trigger Zap workflows from CSV rows action: Activate workflows based on each row within a CSV file, enabling dynamic responses to data entries and automating processes based on file content. These new actions make Files by Zapier an even more powerful tool for managing file-based data, providing users with the flexibility to automate complex tasks and enhance efficiency across their digital workflows. MailWizz: new app We are pleased to introduce MailWizz to Zapier, a robust self-hosted email marketing solution designed to simplify your email campaigns with its comprehensive feature set. MailWizz offers a seamless way to manage subscribers and automate your email marketing efforts: Triggers: New Subscriber : Automatically trigger actions in other apps whenever a new subscriber is added to your lists, ensuring real-time engagement. New Unsubscriber : Activate workflows when a subscriber opts out, helping you manage your list hygiene effectively. Actions: Create Subscriber : Automatically add new subscribers to your lists from other apps, streamlining the process of growing your audience. Unsubscribe Subscriber : Manage list preferences by unsubscribing users directly through workflows, maintaining compliance and subscriber satisfaction. Find Lists : Easily locate your subscriber lists for targeted actions and apps, enhancing your campaign management. Find Subscriber by Email : Quickly search for and identify subscribers by their email address, enabling personalized engagement or list maintenance tasks. MailWizz's app with Zapier opens up new possibilities for email marketers to automate their workflows, efficiently manage their subscribers, and enhance the overall effectiveness of their email campaigns. iClosed: new app We're excited to announce the addition of iClosed to Zapier, a cutting-edge sales analytics and scheduler platform designed to help businesses scale efficiently. iClosed integrates seamlessly with Zapier to automate your sales and scheduling processes, offering a variety of triggers and actions: Triggers: Call Cancelled : Activates when a call is cancelled, allowing for immediate follow-up actions. Call Outcome : Triggers based on the outcome of a call, enabling targeted responses. Call Rescheduled :Initiates when a call is rescheduled, ensuring your calendar stays up-to-date. Contact Detail Changed : Fires when a contact's details are updated, keeping records current. Contact Disqualified : Activates when a contact is disqualified, helping refine your focus. Qualified Contact : Triggers for each new qualified contact, streamlining lead management. Po", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23970212345357-App-update-Facebook-Groups-app-removal", "final_url": "https://help.zapier.com/hc/en-us/articles/23970212345357-App-update-Facebook-Groups-app-removal", "title": "App update Facebook Groups app removal", "help_title": "App update Facebook Groups app removal", "slug": "_platform", "auth_signals": [], "text": "App update: Facebook Groups app removal &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 App update: Facebook Groups app removal Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Facebook Groups app removal notice On April 22, 2024, Zapier’s current Facebook Group app will stop working due to Meta’s announcement of sunsetting the Facebook Group API . As a result, the Facebook Groups Zapier app will no longer be available to use on Zapier from April 22, 2024. To prepare, here are a few dates to note: Beginning April 22, 2024, you won’t be able to create any new Zap workflows using the Facebook Group app. Your Zap workflows using Facebook Groups will stop working on April 22, 2024. You can access Zap workflows using Facebook Groups with view-only access until May 22, 2024. View which of your Zap workflows use Facebook groups. Alternative solutions Zapier understands Facebook Groups have been integral to your workflows. It’s important to note that the new Facebook Groups API v19 does not include direct replacements for the triggers and actions you may have been using. This means adjustments to your current workflows will be necessary. Facebook groups API v19 does however offer support for private relies in Facebook groups . Allowing a business to send a single message to a person who commented on a post or comment on a business’s Facebook Group. There isn’t a timeline for when this new functionality will be available on Zapier. If you need more assistance to create continuity for your social media needs: You can work with a Zapier Expert to explore alternative options. You can post in the Zapier Community to chat with fellow automators. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24024667874957-Tax-applied-to-Zapier-charges", "final_url": "https://help.zapier.com/hc/en-us/articles/24024667874957-Tax-applied-to-Zapier-charges", "title": "Tax applied to Zapier charges", "help_title": "Tax applied to Zapier charges", "slug": "_platform", "auth_signals": [], "text": "Tax applied to Zapier charges &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Tax applied to Zapier charges Updated July 06, 2026 20:46 Zapier is required to collect any applicable taxes as required by local laws. Depending on your location, you may be charged taxes when paying for Zapier products. Prices shown on our website do not include tax. Taxes applied to any Zapier purchase are displayed during the payment process or in any invoice. View tax rates during the payment process The checkout displays the tax rate applied when you pay for a Zapier product. Once you add your payment method, the purchase total will be displayed on the right sidebar, and the tax amount will be below it so you can review it before finishing the transaction. Australian GST Australian GST Australia GST ID: 3000 3359 3089 If your billing address is located in Australia, Australian GST may be added to your invoice. If you are registered for GST in Australia, add your Australian Business Number (ABN) to your Zapier account to avoid being charged GST in your invoices. By adding your tax ID, you are confirming that you are registered for GST in Australia. Zapier is a non-resident vendor registered according to the Simplified GST regime in Australia. Therefore, Zapier must collect GST on sales to Australian customers unless they have provided their tax ID (ABN) and confirmed that they are registered for GST in Australia. Canada GST/HST Canada GST/HST Canada Federal GST ID: 783560238 RT9999 Quebec GST ID: NR00121797 British Columbia GST ID: PST-1500-1743 Manitoba GST ID: 783560238MT0001 Saskatchewan GST ID: 8228652 If your billing address is located in Canada, Canadian GST/HST may be added to your invoice. If you are registered for GST in Canada, add your Canadian GST/HST number to your Zapier account to avoid being charged GST/HST in your invoices. You may have a requirement to report the purchase through your GST return via the reverse charge mechanism. Provincial Sales Tax (PST or QST) may also be added to your purchase if the billing address is one of the following provinces in Canada: British Columbia, Saskatchewan, or Quebec. If you are registered for QST in Quebec and provide a QST ID in addition to your GST/HST number, you will not have QST added to the invoice. Zapier is a non-resident vendor registered in Canada. Therefore, Zapier must collect GST/HST on sales to all Canadian customers unless they have provided their valid Canadian GST/HST number. EU VAT EU VAT EU VAT ID: EU372079631 If your billing address is located in the EU, EU VAT may be added to your invoice. If you are registered for VAT in the EU, add your VIES VAT number to your Zapier account to avoid being charged VAT on your invoices. You may be required to report the purchase through your VAT return via the reverse charge mechanism. Zapier is a non-resident vendor registered under the OSS regime. Therefore, Zapier must collect VAT on sales to all EU customers unless they have provided their valid VIES VAT number. India GST India GST India GST ID: 9925USA29039OS1 If your billing address is located in India, India GST may be added to your invoice. If you are registered for GST in India, add your India GST number to your Zapier account to avoid being charged GST in your invoices. You may be required to report the purchase through your GST return via the reverse charge mechanism. Zapier is a non-resident vendor registered in India. Therefore, Zapier must collect GST on sales to all Indian customers unless they have provided their valid Indian GST number. Japan Consumption Tax Japan Consumption Tax If you are a self-serve customer and your billing address is located in Japan, Consumption Tax may be added to your invoice. Customers that are not self-service, such as those on the Enterprise plan, will not see JCT added on their invoice. Instead, they are responsible for self-assessing and reporting JCT under the reverse charge mechanism. Malaysia SST Malaysia SST If your billing address is located in Malaysia, Malaysian Sales &amp; Service Tax may be added to your invoice. If you are registered for SST in Malaysia, you can add your Malaysian SST number to your Zapier account to be included on invoices. Zapier is a non-resident vendor registered in Malaysia. Therefore, Zapier must collect SST on sales to all Malaysian customers. Mexico VAT Mexico VAT If your billing address is located in Mexico, Mexican VAT may be added to your invoice. If you are registered for VAT in Mexico, you can add your Mexican VAT number to your Zapier account to be included on invoices. Zapier is a non-resident vendor registered in Mexico. Therefore, Zapier must collect VAT on sales to all Mexican customers. New Zealand GST New Zealand GST New Zealand GST ID: 146-410-820 If your billing address is located in New Zealand, New Zealand GST may be added to your invoice. If you are registered for GST in New Zealand, add your NZ GST number to your Zapier account to avoid being charged GST in your invoices. You may have a requirement to report the purchase through your GST return via the reverse charge mechanism. Zapier is a non-resident vendor registered in New Zealand. Therefore, Zapier must collect GST on sales to all NZ customers unless they have provided their valid NZ GST number. Philippines VAT Philippines VAT If your billing address is located in the Philippines, Philippines VAT may be added to your invoice. If you are registered for VAT in the Philippines, add your TIN number to your Zapier account to avoid being charged VAT in your invoices. You may have a requirement to report the purchase and remit the VAT to the BIR. Zapier is a non-resident vendor registered in the Philippines. Therefore, Zapier must collect VAT on sales to all Philippine customers unless they have provided their valid Philippine TIN number. South Africa VAT South Africa VAT South Africa VAT ID: 4660321805 If your billing address is located in South Africa, South African VAT may be added to your invoice. If you are registered for VAT in South Africa, you can add your South African VAT number to your Zapier account to be included on invoices. Zapier is a non-resident vendor registered in South Africa. Therefore, Zapier must collect VAT on sales to all South African customers. Switzerland and Liechtenstein VAT Switzerland and Liechtenstein VAT If your billing address is located in Switzerland or Liechtenstein, Swiss VAT may be added to your invoice. If you are registered for VAT in Switzerland, you can add your Swiss VAT number to your Zapier account to be included on invoices. Zapier is a non-resident vendor registered in Switzerland. Therefore, Zapier must collect VAT on sales to all Swiss customers. UK VAT UK VAT UK VAT ID: 483 1992 58 If your billing address is located in the UK, UK VAT may be added to your invoice. If you are registered for VAT in the UK, add your UK VAT number to your Zapier account to avoid being charged VAT in your invoices. You may have a requirement to report the purchase through your VAT return via the reverse charge mechanism. Zapier is a non-resident vendor registered in the UK. Therefore, Zapier must collect VAT on sales to all UK customers unless they have provided their valid UK VAT number. US sales tax US sales tax US customers may be subject to state and local sales taxes. The postal code entered during the payment process determines if you are subject to tax. View tax rates for past purchases You can see the tax rate applied to any previous purchases in your invoices. To see a specific invoice: Go to the billing and usage page. In the Invoices section, click View Details for the specific invoice. Learn more about your invoices . Request tax exemption If you believe your account should be exempt from tax, learn how to request tax exemption for your Zapier account . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23975937613069-Easily-review-your-Zap-s-change-history-from-within-the-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/23975937613069-Easily-review-your-Zap-s-change-history-from-within-the-editor", "title": "Easily review your Zap s change history from within the editor", "help_title": "Easily review your Zap s change history from within the editor", "slug": "_platform", "auth_signals": [], "text": "Easily review your Zap’s change history from within the editor! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Easily review your Zap’s change history from within the editor! Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Curious if your Zap was turned on or off? If ownership of the Zap changed? When it was created or discarded? You can see all of this right inside the editor now. Just click the change history icon in the left sidebar to review. Learn more about everything you can do in the editor . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24060934490253-Zapier-Chatbots-chatbot-is-giving-incorrect-answers", "final_url": "https://help.zapier.com/hc/en-us/articles/24060934490253-Zapier-Chatbots-chatbot-is-giving-incorrect-answers", "title": "Zapier Chatbots chatbot is giving incorrect answers", "help_title": "Zapier Chatbots chatbot is giving incorrect answers", "slug": "_platform", "auth_signals": ["api_key"], "text": "Zapier Chatbots: chatbot is giving incorrect answers &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Troubleshoot chatbots Zapier Chatbots: chatbot is giving incorrect answers Updated March 31, 2026 13:14 Symptoms Your chatbot answered questions incorrectly or provided incorrect information when interacting with users. Causes Inaccuracies (incorrect information) and hallucinations (made-up information) can occur in AI chatbots for many reasons. They may be due to insufficient data or to the way the model is trained. How to fix it Ensure you provide your chatbot with clear instructions so that it can handle most questions. Use this template to get started. Use knowledge sources to give the Chatbot more context around the topics you want it to focus on. Lower the Chatbot creativity level . This can help it stick with known information. Use an advanced model. A more advanced model may offer improved reasoning and context. Learn how to connect a different model using your own OpenAI API key . Use Training Mode to flag incorrect responses directly from conversation history. Label a bad response, add provide details about what the chatbot should have said instead, and it will use that as a guardrail going forward. Zapier Chatbots are designed to answer straightforward questions. If you want to get insights or perform analysis on a file, try using Zapier Agents . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24138410736397-App-updates-Airtable-Discord-Klaviyo-MailChimp-Transaction-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/24138410736397-App-updates-Airtable-Discord-Klaviyo-MailChimp-Transaction-and-many-more", "title": "App updates Airtable Discord Klaviyo MailChimp Transaction and many more", "help_title": "App updates Airtable Discord Klaviyo MailChimp Transaction and many more", "slug": "_platform", "auth_signals": [], "text": "App updates: Airtable, Discord, Klaviyo, MailChimp Transaction, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 App updates: Airtable, Discord, Klaviyo, MailChimp Transaction, and many more Updated October 03, 2025 15:00 Airtable: app update We’ve added an “exact match” option to use for the Find Record and Find Many Records searches, providing you with greater control over your search sensitivity.&nbsp; We’ve improved how the New Record trigger works by smartly managing data, and making sure everything runs smoothly and quickly without overloading the system. This means a more reliable experience for you. &nbsp; Discord: app update Here are the new features available: Automate actions when a new post is created in a form with the New Forum Post trigger, keeping you updated instantly. Use the New Forum Message trigger to never miss out on the conversations when messages are posted in forum threads. Start discussions directly from your workflow using Create New Forum Post action, which helps you to continue to encourage engagement within your community. Make it easy to contribute to forum discussions by using the Send Message in Forum Post action, streamlining communication. &nbsp; Klaviyo: app update Here are the new features and improvements to Klaviyo: The new New Subscriber trigger has the added option to filter for only SMS or email subscribers, giving you precise control over your audience engagement. Organize your subscribers with the Subscriber Added to Segment or List trigger. We’ve improved error handling. Now when you get a 500 error, a human-readable error message is shown, making it easier to understand and fix issues. We’ve updated connection labels for app connections to include the Organization Name instead of the Site ID, simplifying identification. We’ve added a new Remove Subscriber from List action to allow you more dynamic management of your subscriber list. &nbsp; Mailchimp Transactional: bug fix We’ve fixed an issue affecting the Send Template action. Some users were seeing the error message “Response payload size exceeded maximum allowed payload size\" when loading the \"Template\" dropdown menu. This behavior has been fixed and it should work as intended. &nbsp; Medium: app removal We’ve removed the Medium app, as Medium’s API has been deprecated . &nbsp; Microsoft Outlook: app updates We’ve made some existing updates to Microsoft Outlook app on Zapier to enhance your workflow automation. Here’s what’s new: New triggers and actions: The New Message in Folder trigger allows for you to create automation based on messages received in specific folders, including the “Send” folder. The New Attachment trigger has the option to choose a specific folder, perfecting handling attachments efficiently. The Delete Event action makes it easier to manage your calendar automatically. Enhanced features: The New Email trigger now included detailed attachment information: filename, file type, file size, and attachment ID. We’ve increased the attachment size and now support multiple attachments for the Create Draft Email and Send Email actions, facilitating more comprehensive email automation. &nbsp; Pipedrive: app update The Pipedrive app on Zapier has received new updates to help you manage your activities within your sales pipeline: The Find Activity search action has the added option to use fuzzy or exact search, giving you more control over how search results are matched. We’ve added new input fields for Create Activity and Update Activity actions, including: Due date and time: with an option to combine them for precise scheduling. Lead: to associate activities directly with specific leads. Location: to specify where an activity will take place. Public description: to add more details visible to your team. Free/Busy status: to mark your availability. &nbsp; Zendesk: bug fix and app update We’ve added the ability to attach files in the Create Ticket action. Resolved errors that occurred when the Create Ticket action had a value for Collaborators, ensuring smoother ticket creation when working with team members. We’ve added the Remove Tag from Ticket action to enable dynamic management of ticket tags. &nbsp; Zoom: bug fix We’ve implemented a crucial update to enhance the authentication stability. We resolved an issue with the authentication refresh mechanism to improve overall authentication stability and significantly reduce occurrences of 401 errors.&nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/23479101666573-Element-types-in-Zapier-Canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/23479101666573-Element-types-in-Zapier-Canvas", "title": "Element types in Zapier Canvas", "help_title": "Element types in Zapier Canvas", "slug": "_platform", "auth_signals": [], "text": "Element types in Zapier Canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Element types in Zapier Canvas Updated May 29, 2026 18:14 In Zapier Canvas , you can add steps and elements that correspond to a part of your process that requires action from a person, team, or app. Using different elements ensures you capture the various aspects of your processes on your canvas. Learn how to create a canvas . Default steps Use a Default step for actions that depend on a person or team to be completed. You can also add Zapier products, third-party apps, or a Zap to your step. Split path Split paths allow you to add decision points that lead to different scenarios, depending on the contents or results of the previous step. The Split path is represented by a question mark within a diamond shape. You can add several paths to one split path. Zapier Assets From the toolbar, you can also create steps that have a Zapier product pre-selected, such as Zap workflows, Tables, or Chatbots. You can select from an existing asset or create a new one. Text boxes You can add boxes with text anywhere on your canvas with the Text tool that appears in the toolbar. When you add a text box, you can use the formatting toolbar to: Change the font size and color. Change the formatting style. Add links to text. Add bulleted, numbered, or task lists. Change the background color. Tip You can also add images to text boxes by dragging and dropping them from your computer or from a webpage. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24143756334093-Customize-how-your-Zap-runs-if-it-encounters-an-error", "final_url": "https://help.zapier.com/hc/en-us/articles/24143756334093-Customize-how-your-Zap-runs-if-it-encounters-an-error", "title": "Customize how your Zap runs if it encounters an error", "help_title": "Customize how your Zap runs if it encounters an error", "slug": "_platform", "auth_signals": [], "text": "Customize how your Zap runs if it encounters an error &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Customize how your Zap runs if it encounters an error Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Now, you can proactively handle errors by setting up custom error handling. Instead of stopping your Zap, custom error handling will send your Zap down an alternate path. Your Zap workflows will be more resilient, allowing you to recover from errors before they impact your business. Set up custom error handling to: Define how to manage errors in your Zap workflows. Automatically fix common errors your Zap may run into. Recover from errors with no loss of data or uptime. It’s as easy as setting up an action step. Learn more about custom error handling! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24170696565005-App-updates-Pipedrive-Google-Contacts-Facebook-Custom-Audience-ChatGPT-Anthropic-Claude-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/24170696565005-App-updates-Pipedrive-Google-Contacts-Facebook-Custom-Audience-ChatGPT-Anthropic-Claude-and-many-more", "title": "App updates Pipedrive Google Contacts Facebook Custom Audience ChatGPT Anthropic Claude and many more", "help_title": "App updates Pipedrive Google Contacts Facebook Custom Audience ChatGPT Anthropic Claude and many more", "slug": "_platform", "auth_signals": [], "text": "App updates: Pipedrive, Google Contacts, Facebook Custom Audience, ChatGPT, Anthropic (Claude), and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 App updates: Pipedrive, Google Contacts, Facebook Custom Audience, ChatGPT, Anthropic (Claude), and many more Updated May 29, 2026 18:15 Pipedrive: bug fix and app updates We’ve made improvements and bug fixes to enhance your Pipedrive experience: Some users reported that the Deal Matching Filter trigger wasn’t triggering for new deals that matched the filter. We’ve resolved this issue by introducing a new status field to ensure reliability. To clarify the functionality of the Update Deal action, we've updated the help text. This update addresses user confusion around whether the action was creating a new deal instead of updating an existing one. Google Contacts: bug fixes and app updates We’ve added several updates and fixes to make managing your Google Contacts smoother: We’ve added a New Contact trigger to enhance your workflows. Fixed an issue where users encountered 404 errors with the message \"Requested entity was not found\" when using the Create Contact action. We’ve updated the Add Contact to Group action, allowing you to add contacts to multiple groups. You can now search for contacts by phone number in the Find or Create Contact action. Facebook Custom Audiences: app updates We've introduced a new feature to enhance your Facebook Custom Audiences management. The Remove Email from Custom Audience action is now available, allowing you to more precisely manage your audience lists. ChatGPT: bug fix We've tackled an important issue to improve your ChatGPT experience. Users may have noticed delays in ChatGPT's conversation processing, observed as Zap runs being stuck in waiting. This has been resolved with an update to our error-handling mechanisms, ensuring smoother interactions moving forward. Google Tasks: bug fix We've implemented a solution to address feedback from our users. To tackle the \"quota exceeded\" and \"request a higher quota limit\" error messages encountered by customers using Google Tasks, we've increased the quota limit. This adjustment aims to significantly reduce the frequency of Zap workflows throttling, ensuring a smoother workflow. SugarCRM: bug fixes We’ve made significant improvements to enhance your experience with SugarCRM: Resolved an issue with the Create Record and Update Record actions where the field “Files” wasn’t appearing as a File type . This led to difficulties in attaching files to records in SugarCRM. With this fix, files can now be added to record seamlessly. Address a bug causing frequent expiration of the connection to SugarCRM due to a login conflict. We’ve updated the connection process to include an optional field that allows for logging in with Zapier set as an API platform, ensuring a more stable connection. Learn more about how to get started with SugarCRM . Microsoft OneDrive: app update We’ve made improvements to Microsoft OneDrive. You can now access shared files and folders in the OneDrive triggers and actions, expanding the possibilities for collaboration and automation in your workflows. Alchemer: app update We updated the Alchemer app to the latest API version. This update helps improve the reliability of your survey data being sent to Zapier. If you haven’t already, update to the latest app version to get the full benefits of this update. Zendesk: app update We’ve introduced several updates to improve functionality and flexibility in Zendesk: We’ve updated the Create User action, it is no longer required that you need an email address, offering versatility in user creation. Create Issue , Update Issue, and Add Comment to Ticket actions now support HTML, making it easier to format text for more detailed and visually appealing comments. Both the Create Organization and Update Organization actions support custom fields, helping you to streamline creation and updates. We’ve made improvements to how you can create and update tickets so you can add more details to tickets: Create Ticket action: We’ve added new fields: External ID , Problem ID, and Email CC . Update Ticket action: We’ve added new fields: Due At, Additional Tags, First Comment/Description Format, Collaborators, External ID, Problem ID, and Email CC. You can also attach files to tickets. LinkedIn: app update We've made a significant improvement to the LinkedIn integration to enhance user convenience. The requirement to reconnect your LinkedIn account every 60 days has been updated. Your app connection will now autorefresh after the 60-day limit, reducing the frequency of manual reconnections. However, please note that customers will still need to perform a manual reconnection once per year due to limitations imposed by the LinkedIn API. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24172126544269-Domain-capture-is-now-generally-available", "final_url": "https://help.zapier.com/hc/en-us/articles/24172126544269-Domain-capture-is-now-generally-available", "title": "Domain capture is now generally available", "help_title": "Domain capture is now generally available", "slug": "_platform", "auth_signals": [], "text": "Domain capture is now generally available &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Domain capture is now generally available Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. All users on Zapier for Companies accounts can now use domain capture to ensure their employees are all under one account. Learn more about domain capture . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24138226040077-App-updates-Jira-Software-Server-Google-Workspace-Admin-Zendesk-Jira-Software-Cloud-and-Microsoft-SharePoint", "final_url": "https://help.zapier.com/hc/en-us/articles/24138226040077-App-updates-Jira-Software-Server-Google-Workspace-Admin-Zendesk-Jira-Software-Cloud-and-Microsoft-SharePoint", "title": "App updates Jira Software Server Google Workspace Admin Zendesk Jira Software Cloud and Microsoft SharePoint", "help_title": "App updates Jira Software Server Google Workspace Admin Zendesk Jira Software Cloud and Microsoft SharePoint", "slug": "_platform", "auth_signals": [], "text": "App updates: Jira Software Server, Google Workspace Admin, Zendesk, Jira Software Cloud, and Microsoft SharePoint &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2023 App updates: Jira Software Server, Google Workspace Admin, Zendesk, Jira Software Cloud, and Microsoft SharePoint Updated October 03, 2025 15:00 Jira Software Server: app update Exciting news! This update expands compatibility with Jira, now supporting both Server and Data Center versions 8 and above. What this means for you: Seamless integration with your existing Jira environment, regardless of deployment style. Leverage our app's features and functionality across a wider range of Jira setups. &nbsp; Google Workspace Admin: app update We’ve added a new trigger called Updated User. This gives you another way to streamline user management in Google Workspace Admin. &nbsp; Zendesk: bug fix and app update This Zendesk update brings both a welcomed bug fix and a handy new feature: We’ve fixed a bug where the New Trigger trigger was triggering on old triggers. Now, it functions as intended, responding only to brand-new triggers creation. We’ve added the Find Ticket(s) action. Now you can save valuable time with targeted ticket filtering. &nbsp; Jira Software Cloud: app update We’ve made some powerful enhancements to your issue management experience: We’ve added support for Wiki Markup syntax on the following: Create Issue action Update Issue action Add Comment action You can also add attachments to: New Issue trigger Update Issue trigger Ready to unleash these improvements? Update your Zap today and experience smoother, more informative issue management! &nbsp; Microsoft SharePoint: app update Sharpen your SharePoint document monitoring with the latest app update, introducing the New File in Subfolders trigger. This trigger automatically activates whenever a new file is uploaded or created within the first-level subfolder of a designated SharePoint library. Boost your document management efficiency with Microsoft SharePoint today! &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24357210391309-App-updates-Airtable-YouTube-Stripe-ChatGPT-SendGrid-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/24357210391309-App-updates-Airtable-YouTube-Stripe-ChatGPT-SendGrid-and-many-more", "title": "App updates Airtable YouTube Stripe ChatGPT SendGrid and many more", "help_title": "App updates Airtable YouTube Stripe ChatGPT SendGrid and many more", "slug": "_platform", "auth_signals": ["oauth"], "text": "App updates: Airtable, YouTube, Stripe, ChatGPT, SendGrid, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2024 App updates: Airtable, YouTube, Stripe, ChatGPT, SendGrid, and many more Updated May 29, 2026 18:16 Airtable: app update We’ve migrated users from API Keys to OAuth, as API keys were deprecated by Airtable on February 1, 2024. This change enhances security and streamlines connect process for you. If you’ve not been successfully migrated, follow the instructions listed in the Latest update on migrating from Airtable API Keys to OAuth . YouTube: app update We’ve added support for Ad metrics in the Create Report action. This allows creators and partners to measure the performance of video ads. Stripe: app update We’ve added a new action Cancel Subscription . This addition allows you to directly cancel subscriptions within your workflows, providing more control and flexibility in managing customer subscriptions. ChatGPT: bug fix and app updates We fixed the bug with the Conversation with Assistant action, where users were getting the error “Can't add messages to thread_thread_(threadid) while a run run_(runid) is active.”. This fix ensures smoother interactions within your workflows. We’ve improved the “File Upload” experience by adding help text listing supported file types and showing the error message “Invalid File Format” immediately. Helping you to quickly get your Zap workflows up and running. Jira Software Server: app update We’ve fixed how the datetime data is sent to Jira, fixing errors related to format mismatches. Now, the datetime is formatted precisely as Jira expects, ensuring smoother data exchange and reliability. SendGrid: app update You can now use SendGrid with Custom Actions . Start creating your own custom actions today! Asana: app update We’ve updated the Update Task action, it now supports custom fields. So you can complete all of your custom fields in Asana in your Zap. Microsoft Dynamics 365 Business Central: bug fix and app updates We’ve made a number of improvements to the Microsoft Dynamics 365 Business Central experience: We fixed an authentication bug that was preventing users from using the app. You can now use it with Custom Actions . Allowing you to unlock the potential of your workflows. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24500913592077-Get-more-control-over-the-apps-and-actions-your-team-can-use", "final_url": "https://help.zapier.com/hc/en-us/articles/24500913592077-Get-more-control-over-the-apps-and-actions-your-team-can-use", "title": "Get more control over the apps and actions your team can use", "help_title": "Get more control over the apps and actions your team can use", "slug": "_platform", "auth_signals": [], "text": "Get more control over the apps and actions your team can use &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Get more control over the apps and actions your team can use Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Beta This feature is in closed beta and only available to invited participants. This feature is in active development and may change. Building off of last year’s launch of allowed apps , you can now limit which actions your team uses in Zapier. Now, account admins and owners can: Select which actions your account can use for any app in your allow list. Reduce the risk of unauthorized access or actions within your Zapier workflows by preventing members from using any action that you don’t deem safe to use. Ensure that workflows align with your business processes and policies. Get peace of mind knowing your team is staying productive, with the right folks using the right tools. Learn more about managing access to apps in your Company account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24098445317389-Replay-an-entire-Zap-run-starting-from-your-trigger", "final_url": "https://help.zapier.com/hc/en-us/articles/24098445317389-Replay-an-entire-Zap-run-starting-from-your-trigger", "title": "Replay an entire Zap run starting from your trigger", "help_title": "Replay an entire Zap run starting from your trigger", "slug": "_platform", "auth_signals": [], "text": "Replay an entire Zap run starting from your trigger &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Replay an entire Zap run starting from your trigger Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Previously, you could only replay Zap run actions that stopped because of errors. We’ve upgraded replay to give you more flexibility and control. Now, you can: Replay all steps all steps in a past Zap run, including your trigger and successful action steps. Edit the trigger run data to correct any errors that prevent the Zap from running successfully, then replay the entire Zap using the modified data. Edit a Zap, then replay it using data from a previous run. Get more control over how you handle errors in your Zap workflows! Learn more about replaying entire Zap runs . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24501395432717-Custom-error-handling-is-now-in-open-beta", "final_url": "https://help.zapier.com/hc/en-us/articles/24501395432717-Custom-error-handling-is-now-in-open-beta", "title": "Custom error handling is now in open beta", "help_title": "Custom error handling is now in open beta", "slug": "_platform", "auth_signals": [], "text": "Custom error handling is now in open beta &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Custom error handling is now in open beta Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Beta This feature is in open beta . It’s available for use but still in active development and may change. All users on Professional, Team, or Company plans can now use custom error handling to customize how their Zap workflows runs if they encounter errors. Learn more about custom error handling . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24569690575117-Add-your-own-data-to-an-agent", "final_url": "https://help.zapier.com/hc/en-us/articles/24569690575117-Add-your-own-data-to-an-agent", "title": "Add your own data to an agent", "help_title": "Add your own data to an agent", "slug": "_platform", "auth_signals": [], "text": "Add your own data to an agent &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Add your own data to an agent Updated July 01, 2026 10:18 In Zapier Agents, you can integrate data from specific apps directly with your agent or allow it to search for information using a search action. What is a knowledge source? A knowledge source is a document that is optimized for use with an agent. The agent can use that content to complete tasks or answer questions. What is a search action? Search actions allow the agent to look for data within a specific app based on specific criteria. They allow agents to get information from apps that are not available as knowledge sources. When should I use each option? Knowledge sources are generally preferable when using Zapier Agents because they enable the agent to make advanced queries and analyze the data immediately. A search action works best when you need to find information, and you're unsure of where it exists. Note that if your agent already receives the data contained in the same document or app as part of its trigger, you do not need to add it as a knowledge source. The agent will receive the information through the trigger. Example You need to add product details and prices for social media posts. Because this product information is consistent, you can add the company product catalog, stored in Zapier Tables, as a knowledge source. Your team creates a brand new Google Docs document at the end of every week. You need its link, so the agent can email it to you for review and approval. Use a Find Document search action for Google Docs, which can provide a link to the most recent document. Add a knowledge source or search action You can add files, as well as certain apps, as knowledge sources. If the type of document you need is not available as a knowledge source, you can also use search actions for those apps. Add a file Add an app Use a search action Add a file as a knowledge source You can add CSV, PDF, ODT, PPTX, DOCX, or TXT files as knowledge sources for your agent, with a size of up to 100MB. From the Zapier Agents home , select your agent . Learn how to start a new agent . In the section Knowledge sources , click + Add Knowledge Source . A dialog box will open. Select Upload file . Select a file from your computer and click Open . Click Add knowledge source . The knowledge source will start syncing with your agent. You can reference it within the instructions or when chatting with your agent. Add a knowledge source from an app From the Zapier Agents home , select your agent . Learn how to start a new agent . In the section Knowledge sources , click + Add Knowledge Source . A dialog box will open. In the dialog box, search for and select the app you want to use. Select a connection from the dropdown menu, or create a new connection by clicking the Settings icon . In the fields that appear, select the document to be used as a knowledge source. Click Add knowledge source . The knowledge source will start syncing with your agent. You can reference it within the instructions or when chatting with your agent. Use a search action From the Zapier Agents home , select your agent . Learn how to start a new agent . In the section Tools this agent can use , click + Add Tool . A dialog box will open. Search for and select the app you want to use. Click the Find data tab to restrict the list to actions that can search for data. Select an action . The agent will add this action and select the best option for the required fields. It'll appear in the list of tools the agent can use. Learn more about using actions in Zapier Agents . Remove a knowledge source or search action From the section Knowledge sources , c lick the menu icon beside the knowledge source you want to remove. Click Remove from agent . Synchronize your knowledge source When you add an app as a knowledge source, Zapier will immediately sync the specific document with the agent. The agent will then resync consistently every 24 hours. Whenever possible, the agent will attempt to resync when a new row or record is added, but no more frequently than once per hour. Note If there are any issues reaching an app, the agent will try to resync the knowledge source up to 10 times. If it still cannot complete the task after that, you can ask the agent in the Chat field to try again. Manually sync a knowledge source If you made changes and want the agent to catch up before the next sync: From the section Knowledge sources , c lick the menu icon beside the knowledge source you want to sync. Click Sync now . Note Knowledge sources stop syncing if they've been inactive for more than 90 days. You can use it again by manually syncing the data. If you make changes to a knowledge source, the change will affect all agents that use that knowledge source. Sync limitations Zapier Agents can synchronize up to 75,000 rows/records at a time across all knowledge sources on your account. On Team and Enterprise accounts, this 75,000 record limit applies to each user individually. Uploaded files can be up to 100MB. Source app and file limitations Below, you can see what apps and file types are supported as knowledge sources and the different limitations related to each. Airtable To sync when changes are made, the table must have a column of type \"Last Modified Time\". Otherwise, each table will sync once a day. Formulas will be synced as the final evaluated value. Airtable views are not synced. Only visible fields are synced. Maximum synced columns: 50 Maximum synced tables: 20 Asana You must connect a paid Asana account. You must select a date range for syncing, up to 2 months in the past. The agent can only sync project sections, tasks, and users. Box Supports text files, Box notes, Word documents, ODT, PowerPoint, and PDF files. Maximum synced words: 96,000 Confluence The agent can only pick from the 50 most recent pages. CSV file CSV files can be used with or without headers. Good header names can increase the agent's accuracy. Files should contain only valid UTF-8 characters. Invalid characters will be replaced. Dropbox Supports PDF, Word documents, ODT, PowerPoint, and text files. Maximum synced words: 96,000 Google Docs Documents must be added individually. You cannot select a different drive. The agent only syncs text, no document outlines. Maximum synced words: 96,000 Google Drive Only supports Google Docs, Google Slides, ODT, PDF, text files, and Word documents. Maximum synced words : 96,000 Google Sheets The spreadsheet must have headers. Formulas will be synced as the final evaluated value. Maximum synced columns: 50 Maximum synced worksheets per user: 20 (shared across all synced spreadsheets) Maximum synced records: 50,000 Hubspot The agent can only sync Hubspot deals. If a deal is deleted, the agent will not automatically resync. It must be manually resynced . You must select a date range to sync, up to two months in the past. Maximum deal properties synced: 50 JIRA Software Cloud You must select a date range to sync, up to 2 months in the past. Only issues and their associated users are synced. You cannot select custom properties. Microsoft Excel Formulas will be synced as the final evaluated value. Microsoft Sharepoint Maximum synced words: 96,000 Only supports Word documents, text files, PowerPoint, ODT, and PDF files. Notion The agent can only use pages or databases, added individually to the agent. The agent will sync all content visible on a database table, up to the account record limit . The agent only syncs text and tables, not document outlines or child databases inside pages. Page Properties are synced along with content. Only single data source Notion databases are supported. Maximum synced child pages from a database: 100 Maximum synced words: 96,000 PDF files Zapier Agents works best with documents originally created as PDFs (an Amazon receipt, for example) or other file types exported as PDFs. It may not be able to recognize the content of scanned PDF files. Maximum synced words: 96,000 Zapier Tables The agent cannot use views as a knowledge source. Maximum synced columns: 50 Zendesk You must select a date range to sync, up to 2 months in the past. Maximum ticket properties: 50 Zoom Agents can sync up to one year of past meetings and transcripts. The agent can only sync scheduled meetings where the user is a host. To use transcripts, you must have a Pro or higher plan and cloud Recording enabled on your Zoom account. Maximum number of words synced : 96,000 Remove a knowledge source You can remove a knowledge source from your agents at any time. You can remove it from a specific agent or from all agents that use it. Remove from one agent Remove from all agents From the section Knowledge sources , c lick the menu icon beside the knowledge source you want to remove. Click Remove from agent . Confirm by clicking Delete . From any page in your Zapier Agents account , click Data usage at the bottom left of the sidebar. You'll be taken to the Data tab. Search for the knowledge source you want to delete and click the menu icon . Click Remove from all agents . Confirm by clicking Delete knowledge source . Note When you delete a knowledge source from your agents, the data is fully removed from Zapier Agents after 14 days. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24169597925773-Build-Custom-Actions-faster-using-the-new-AI-powered-and-code-builder", "final_url": "https://help.zapier.com/hc/en-us/articles/24169597925773-Build-Custom-Actions-faster-using-the-new-AI-powered-and-code-builder", "title": "Build Custom Actions faster using the new AI powered and code builder", "help_title": "Build Custom Actions faster using the new AI powered and code builder", "slug": "_platform", "auth_signals": [], "text": "Build Custom Actions faster using the new AI-powered and code builder &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 Build Custom Actions faster using the new AI-powered and code builder Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Beta Create with AI Builder is a closed beta feature. This feature is in closed beta and only available to invited participants. This feature is in active development and may change. Contact the Product team if you’re interested in early access. We've heard your requests for more flexibility and customization when making Custom Actions, and we're excited to introduce Create with AI Builder. This new feature lets you create custom actions using a simplified code editor and a smart AI chat assistant. Here's how it works: The AI chatbot pinpoints the right API endpoint, generating code automatically. Use the code editor to craft custom actions. Test your new app extensions within the builder itself – no need to go into the Zap editor. Your work autosaves as a draft as you go. Once ready, publish your Custom Action. It will pop up in your event dropdown menu for easy selection. For more guidance, check out the Zapier Help Center. Let Create with AI Builder take your productivity to the next level! &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24241781422477-New-apps-on-Zapier-Classy-HTML-to-Image-Transkriptor-CallMaker-weeknote-fun-and-Ruly", "final_url": "https://help.zapier.com/hc/en-us/articles/24241781422477-New-apps-on-Zapier-Classy-HTML-to-Image-Transkriptor-CallMaker-weeknote-fun-and-Ruly", "title": "New apps on Zapier Classy HTML to Image Transkriptor CallMaker weeknote fun and Ruly", "help_title": "New apps on Zapier Classy HTML to Image Transkriptor CallMaker weeknote fun and Ruly", "slug": "_platform", "auth_signals": [], "text": "New apps on Zapier: Classy, HTML to Image, Transkriptor, CallMaker, weeknote.fun, and Ruly &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2024 New apps on Zapier: Classy, HTML to Image, Transkriptor, CallMaker, weeknote.fun, and Ruly Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Discover the latest apps now available to use on Zapier, designed to streamline your workflows and connect your favorite tools like never before. Classy Introducing Classy on Zapier, a transformative app for nonprofits and fundraising organizations. With Classy, users can now automate their workflows based on comprehensive fundraising data, making it easier than ever to manage donations, campaigns, and supporter engagement. Leverage this app to connect your fundraising efforts with other tools and services, maximizing impact and efficiency in your fundraising activities. HTML to Image We're thrilled to introduce HTML to Image on Zapier, a robust image generation API that converts HTML/CSS into images and captures screenshots of webpages with precision. This new app empowers users to automate the creation of images for reports, presentations, or web content directly from their HTML code. Seamlessly integrate HTML to Image with your favorite apps on Zapier to enhance your productivity and streamline your image generation processes. Transkriptor Zapier is proud to introduce Transkriptor, an innovative app that revolutionizes the way you convert media files to text and manage your notes. With Transkriptor now integrated into Zapier, you can automate the transcription process for any audio or video file, seamlessly turning your recordings into editable text. This app is perfect for professionals and students alike, enabling efficient note management and content creation by connecting Transkriptor with the other apps you use daily. CallMaker Zapier welcomes CallMaker, a versatile dialer system tailored for high-contact CRM activities. This new app allows users to automate their call processes, enhancing efficiency and productivity in managing customer relationships. With CallMaker now part of Zapier's extensive app ecosystem, businesses can seamlessly connect their CRM tools with CallMaker, streamlining outreach and follow-up activities to deliver exceptional customer service. weeknote.fun We're excited to introduce weeknote.fun on Zapier, a unique app that transforms your daily tasks and achievements into compelling weekly, monthly, and lifelong narratives of your personal and professional growth. With this app, users can automate the process of capturing and organizing their work into meaningful stories, making it easy to reflect on progress and impact over time. Connect weeknote.fun with the apps you use every day to seamlessly document your journey and celebrate your milestones. Ruly We are delighted to announce the app of Ruly on Zapier, a no-code platform that empowers users to create responsive web database applications effortlessly. This new addition to Zapier enables you to automate your Ruly workflows, connecting your web apps with hundreds of other services for enhanced productivity and streamlined operations. Whether you're managing data, collaborating on projects, or automating tasks, Ruly's app with Zapier simplifies your processes, making web development accessible to everyone. &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24593355420429-Best-practices-for-working-with-Zapier-Agents", "final_url": "https://help.zapier.com/hc/en-us/articles/24593355420429-Best-practices-for-working-with-Zapier-Agents", "title": "Best practices for working with Zapier Agents", "help_title": "Best practices for working with Zapier Agents", "slug": "_platform", "auth_signals": [], "text": "Best practices for working with Zapier Agents &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Troubleshoot agents Best practices for working with Zapier Agents Updated April 27, 2026 10:41 Zapier Agents are AI-powered assistants that can automate complex workflows by understanding natural language instructions and executing multi-step tasks. The following strategies will help you create more effective agents that save time, reduce errors, and scale efficiently across your organization. Strategies to get the best out of an agent These are the key aspects to building an effective agent: Ensure you create detailed instructions. Keep the agent focused and give it a limited scope. Use knowledge sources strategically. Test thoroughly before deploying. Write detailed instructions Well-written instructions help your agent understand exactly what you want it to do, reducing ambiguity and improving accuracy. When writing instructions: Be explicit about triggers: Clearly define when and how the agent should activate. Instead of \"when someone emails,\" specify \"when a new email arrives in the support inbox with 'urgent' in the subject line.\" Detail the actions: Break down complex tasks into specific steps. For example, \"Create a task in Asana with the email subject as the title, set the due date to tomorrow, and assign it to the support team.\" Provide context: Include relevant background information that helps the agent make better decisions, such as \"you'll receive information submitted by our Sales team that's the result of a client meeting\". Learn more about building an agent in Zapier Agents and how to prompt AI in Zapier products . Example Instead of \"Handle customer emails,\" write: \"When a new email arrives in support@company.com, analyze the content to determine if it's a billing question, technical issue, or general inquiry. Create a ticket in our support system with the appropriate category, priority level based on keywords like 'urgent' or 'broken,' and route it to the correct team member.\" Provide your agent with a clear focus Keeping your agents focused prevents performance issues and makes them easier to maintain. Agents work best when they have a clear, limited scope rather than trying to handle everything at once. To optimize performance: Limit the number of actions: Keep agents focused on 3-5 related actions rather than creating one agent that does everything. Use agent-to-agent calls: Break complex workflows into smaller, specialized agents that can work together. You can call an agent from another agent to create modular workflows. Build in steps: Start simple and add features gradually as needed. Example Instead of one agent that handles all customer service tasks, create separate agents for email triage, ticket creation, and follow-up scheduling. Each agent can focus on its specific function and call other agents when needed. Use knowledge sources strategically Knowledge sources provide your agents with the context and information they need to make informed decisions. The strategic use of knowledge sources significantly enhances the accuracy and relevance of agents. When using knowledge sources: Keep information current: Keep your knowledge sources up to date with current processes and policies. Knowledge sources are regularly synced to your agent . Organize content logically: Structure information in a way that's easy for the agent to parse and understand. Include relevant examples: Provide sample scenarios and responses to guide agent behavior. Avoid information overload: Include only relevant information to prevent confusion. Example For a customer service agent, include your company's FAQ, escalation procedures, and common response templates. Organize this information by topic (billing, technical, general) so the agent can quickly find relevant guidance. Test thoroughly before deploying Comprehensive testing prevents issues in production and ensures your agents work as expected across different scenarios. Testing helps you identify edge cases and refine agent behavior before it affects real workflows. Effective testing strategies include: Test with real data: Use actual examples from your workflows rather than sample data. Cover edge cases: Test unusual or unexpected inputs to see how the agent responds. Verify other apps: Ensure all connected apps and services work correctly with your agent. Monitor initial runs: Watch the first few executions closely to catch any issues early. Example For an email processing agent, test with various email formats, different sender types, emails with attachments, and emails in different languages to ensure robust performance. Improve your agent after deploying Once your agent is running, monitor the results and ensure you and your team are collaborating effectively on agent development. Monitor and maintain agents regularly Regular monitoring ensures your agents continue to perform effectively as your business needs evolve. Ongoing maintenance helps you identify opportunities for improvement and prevents minor issues from escalating into major problems. Establish a maintenance routine that includes: Performance tracking: Monitor success rates, execution times, and error patterns. Regular updates: Refresh knowledge sources and adjust instructions based on changing requirements. User feedback: Collect input from team members who interact with agent outputs. Optimization opportunities: Look for ways to improve efficiency and accuracy over time. Example Set up a monthly review of your customer service agent's performance, including ticket categorization accuracy, response time improvements, and any new types of inquiries that might require instruction updates. Plan your collaboration and sharing Effective collaboration ensures your agents provide value across your organization and that knowledge is shared efficiently. Planning for collaboration from the start makes agents more valuable and easier to scale. Collaboration strategies include: Document agent purposes: Clearly explain what each agent does and when to use it. Create templates: Develop reusable patterns that team members can adapt to meet their specific needs. Establish governance: Set guidelines for who can modify agents and how changes are approved. Share best practices: Regularly communicate successful patterns and lessons learned. Example Create a shared document that lists all your organization's agents, their purposes, and contact information for the person responsible for each one. Include templates for common agent types that new team members can customize. Explore Zapier's app directory Zapier lets you connect thousands of apps to your agent. Visit the app directory to find apps that can help you automate your daily tasks. You can also find other apps by browsing app categories or the \"Similar apps\" section on an app-specific page. Next steps Start with these fundamentals and gradually refine your approach as you gain experience. Remember that great agents are built iteratively—begin with a solid foundation and improve over time. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24687564925453-Data-safety-with-Zapier-Agents", "final_url": "https://help.zapier.com/hc/en-us/articles/24687564925453-Data-safety-with-Zapier-Agents", "title": "Data safety with Zapier Agents", "help_title": "Data safety with Zapier Agents", "slug": "_platform", "auth_signals": [], "text": "Data safety with Zapier Agents &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Data safety with Zapier Agents Updated April 27, 2026 10:41 Zapier Agents uses AI technology. This means agents may behave differently between runs. To help you keep your data safe, Zapier provides tools such as the Activity log, which allows you to see how agents interact with your data. As part of our shared responsibility model, we encourage you to: Review your Activity log regularly. Take advantage of built-in testing. This ensures your data is kept safe, and you can make the most of Zapier Agents. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25016744437901-Custom-error-handling-is-now-generally-available", "final_url": "https://help.zapier.com/hc/en-us/articles/25016744437901-Custom-error-handling-is-now-generally-available", "title": "Custom error handling is now generally available", "help_title": "Custom error handling is now generally available", "slug": "_platform", "auth_signals": [], "text": "Custom error handling is now generally available &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 Custom error handling is now generally available Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. All users on Professional, Team, or Company plans can now use custom error handling to customize how their Zap workflows runs if they encounter errors. Learn more about custom error handling . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25167217084045-Use-conditional-logic-to-show-fields-in-forms", "final_url": "https://help.zapier.com/hc/en-us/articles/25167217084045-Use-conditional-logic-to-show-fields-in-forms", "title": "Use conditional logic to show fields in forms", "help_title": "Use conditional logic to show fields in forms", "slug": "_platform", "auth_signals": [], "text": "Use conditional logic to show fields in forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Build forms Use conditional logic to show fields in forms Updated May 14, 2026 14:16 In Zapier Forms, using the Logic tab in a form field, you can display fields based on the user's answers for previous fields. Available on plans: Free Professional Team Enterprise To create conditional logic for a field, you need to add all the required fields to your form first. For steps on adding fields, see how to use forms . Once all fields are ready: From the component editing screen, click the field you want to make conditional. A sidebar will open. Click the Logic tab in the top right. Click + Add condition . From the Field dropdown menu, select the field you want to use as the condition. From the Field options dropdown menu, select the rule that the field will follow. In the text field below Field options , enter a value for the field. Click Save . The form will now display the field only when the content of the specified field matches the condition you created. You can add more conditions by clicking + Add condition again. Note Conditional logic is not available during a Zapier Pro trial. Trial accounts have access to the Free version of Forms. Upgrade to a paid plan to use conditional logic. How multiple conditions work together You can add up to 5 conditions in a form. Once you add more than one condition, a dropdown field will appear between each condition, and you can decide if it'll use AND or OR logic. AND : conditions marked as AND must be fulfilled to display another field. OR : any of the conditions marked as OR for the same field can be fulfilled to display another field. The logic works top to bottom, so the first condition will always take precedence. Conditional logic rules You can select one of the following rules: Is exactly Contains (case sensitive) Contains Is one of Starts with (case sensitive) These rules are based on Zapier Tables filter rules . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24393442652557-Build-an-agent-in-Zapier-Agents", "final_url": "https://help.zapier.com/hc/en-us/articles/24393442652557-Build-an-agent-in-Zapier-Agents", "title": "Build an agent in Zapier Agents", "help_title": "Build an agent in Zapier Agents", "slug": "_platform", "auth_signals": [], "text": "Build an agent in Zapier Agents &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Build an agent in Zapier Agents Updated May 07, 2026 15:32 Zapier Agents is a tool that lets you create AI agents to automate your tasks using the power of Zapier's thousands of apps. To get started, visit agents.zapier.com and sign up. What is an agent? Agents are AI-powered assistants that do work on your behalf. They can perform actions independently or when you interact with them. They can also help you fix any issues with their own tasks and answer questions related to connected knowledge sources . Create a new agent To create a new agent: Visit agents.zapier.com . On the left sidebar, click + New agent . A dialog box will open. You can start with a custom agent or a template. Use a custom agent Use a template Start with a custom agent In the text field, enter instructions for your agent. Describe what should trigger the agent, what tasks it should do, and which apps it should use. The agent will format your instructions once it's created. - Click Skip this step to go directly to the Configure screen. Click Create agent . In the Connect your apps step, you'll see all apps identified from your instructions. Create a new connection for each app by clicking the Settings icon or select an existing connection from the dropdown menu. Click Create . You'll be taken to the agent's Configure screen, where you can change the trigger, the tools your agent uses, and test the agent. Once you're done, click Publish to activate the agent. Learn more about publishing and managing agent versions . Start with a template Templates provide your agent with preset instructions and apps for the most common use cases. You can make changes to the template after creating your agent. Select a template from the list in the dialog box. Click Use this template . In the Connect your apps step, create a new connection for each app by clicking the Settings icon or selecting an existing connection from the dropdown menu. Click Create . You'll be taken to the agent's Configure screen, where you can change the trigger, the tools your agent uses, and test the agent. Once you're done, click Publish to activate the agent. Learn more about publishing and managing agent versions . Configure your agent After creating your agent, you can configure it further: Set up a trigger to control when your agent runs. Learn how to set up your agent's trigger . Add actions to give your agent tools to automate tasks. Learn how to use actions on Zapier Agents . Add knowledge sources to provide your agent with data it can reference. Learn how to add your own data to an agent . Use Zapier Copilot to make changes When you create a new agent, Zapier Copilot will open and assist you in making changes, adding actions, investigating errors, and more. Zapier Copilot can also work with you across all other Zapier products to help you complete any changes in other assets. To open Zapier Copilot, click the Copilot icon at the bottom of the left sidebar. In the chat text field at the bottom left, enter the changes you want to make. Press Enter on your keyboard, or click the Send icon to send a message. (Optional) Click the microphone icon to use voice recognition to dictate your workflow. Click the Stop button in the chat field to stop the AI generation. Delete an agent When you delete an agent, all its activity is also deleted. Any activity used by that agent is still counted towards your account limit. It is not possible to recover a deleted agent. To delete an agent: From the All agents page, click the menu icon for the agent you want to delete. Click Delete agent. In the dialog box, confirm by clicking Delete agent. Sharing and embedding Zapier Agents are personal automations tied to your account. Agents cannot be embedded on a website or shared as a live, customer-facing experience. You can share a template of your agent so others can create their own copy, but each agent runs independently under its owner's account. To create a customer-facing AI chatbot you can embed on your website, use Zapier Chatbots . Usage and plans Agents use activities when they run. If you need more activities, upgrade your Zapier Agents plan . Rate and token limits Zapier Agents plans have a daily message rate limit of 500 messages per day. This includes messages sent while chatting with an agent, as well as messages sent in response to automated actions. If you're on a Custom Zapier Agents plan, the daily rate limit depends on the number of activities in your plan. If you're hitting your current rate limit, contact our support team . You may also run into token limits due to the length of a message. If you encounter these limitations, try to decrease the length of your instructions. To share larger amounts of data with an agent, use a knowledge source . Enable Agents for an Enterprise account To use Zapier Agents in a Zapier Enterprise account , an admin or the account owner must visit https://agents.zapier.com to enable account-wide access to Zapier Agents. Next steps You've created your first agent. Here's what to do next: Set up your agent's trigger to control when it runs Test your agent before publishing Publish your agent to activate it Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25204083253773-Easily-search-for-and-filter-fields-when-setting-up-your-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/25204083253773-Easily-search-for-and-filter-fields-when-setting-up-your-Zap", "title": "Easily search for and filter fields when setting up your Zap", "help_title": "Easily search for and filter fields when setting up your Zap", "slug": "_platform", "auth_signals": [], "text": "Easily search for and filter fields when setting up your Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 Easily search for and filter fields when setting up your Zap Updated March 22, 2024 07:54 Quickly find the fields you need when you're setting up your Zap. You can search for any field and filter for required or optional fields, as well as fields that already have a value entered or fields that are still empty. Save time and get automating faster by searching for and filtering fields! &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/24785309335565-Sunsetting-the-Zapier-ChatGPT-plugin-what-you-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/24785309335565-Sunsetting-the-Zapier-ChatGPT-plugin-what-you-need-to-know", "title": "Sunsetting the Zapier ChatGPT plugin what you need to know", "help_title": "Sunsetting the Zapier ChatGPT plugin what you need to know", "slug": "_platform", "auth_signals": [], "text": "Sunsetting the Zapier ChatGPT plugin: what you need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 Sunsetting the Zapier ChatGPT plugin: what you need to know Updated July 13, 2026 16:08 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier ChatGPT plugin deprecation notice OpenAI has alerted its users that the creation of new conversations with the Zapier ChatGPT plugin will be disabled on March 19, 2024. Effective March 1, 2024, new conversations with the Zapier ChatGPT plugin will be disabled. However, you will be able to continue using existing plugin conservations until April 9, 2024. Learn more from OpenAI’s messaging about winding down the ChatGPT plugins beta . To prepare, here are a few dates to note: Beginning March 19, 2024, you won’t be able to start any new conversations using the Zapier ChatGPT plugin. Your ChatGPT conversations using the Zapier ChatGPT plugin will stop working on April 9, 2024. Note AI Actions is no longer being developed and supported. For a fully supported experience, explore Zapier MCP , which offers even more flexibility and reliability for your workflows. Replace ChatGPT Plugin with Zapier MCP Using Zapier MCP , you can connect your AI to 9,000+ apps and 40,000+ actions. This gives your AI assistant superpowers to send messages, manage tasks, and update records directly in conversation. Learn more information about creating custom versions of ChatGPT with GPTs and Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25341692804109-App-update-Confido-Legal-EFC-Aquila-Worksection-Letterhead-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/25341692804109-App-update-Confido-Legal-EFC-Aquila-Worksection-Letterhead-and-many-more", "title": "App update Confido Legal EFC Aquila Worksection Letterhead and many more", "help_title": "App update Confido Legal EFC Aquila Worksection Letterhead and many more", "slug": "_platform", "auth_signals": ["webhook"], "text": "App update: Confido Legal, EFC Aquila, Worksection, Letterhead, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 App update: Confido Legal, EFC Aquila, Worksection, Letterhead, and many more Updated May 29, 2026 18:16 Confido Legal Confido Legal has improved their app by updating the method to retrieve firm IDs, following the deprecation of the old request protocol. This update ensures that you can continue to seamlessly integrate Confido Legal with your workflows on Zapier. EFC Aquila EFC Aquila has enhanced their Zapier app with improved handling of repeat appointments. You can now enjoy an even smoother and more reliable experience when setting up and managing recurring events through their Zap workflows. This update ensures that repeat appointments are more accurately reflected and managed within your automated workflows. Worksection Worksection's recent update introduces significant enhancements to streamline project management and team collaboration more efficiently. Highlights include: The Task Completed trigger now features optional filters for tags and tasks, offering refined automation possibilities.A new parameter in the Create Task action enhances task customization, further improving project management efficiency. This update allows for more detailed task creation, facilitating better team collaboration and project tracking. Letterhead Letterhead has released an update for their Zapier app, enhancing audience management with a focus on Welcome Letters. Now you can control how Welcome Letters are handled when adding new audience members, aligning the functionality with Letterhead's API. This update simplifies audience onboarding and personalizes initial communication. Feathery Feathery has rolled out a new feature that streamlines your workflow automation. You can now set up triggers for when files are uploaded or documents are signed, allowing for swift actions based on these events. This update enhances efficiency in handling document-related processes. PagePixels Screenshots PagePixels Screenshots has enhanced its capabilities by introducing a new \"Website Time Zone\" field for the actions: Take a Screenshot of a Web Page Create a Recurring Screenshot You can now specify the time zone when taking screenshots of a web page or creating recurring screenshots, ensuring that the captures reflect the web page's appearance and behavior as viewed from different locations. Omnicasa Omnicasa's app on Zapier has been updated to enhance your automation capabilities. You can now have news fields available to use in your Zap workflows: Appointment User Email Created User Email Modified User Email This allows for you to add richer data management and personalization when working with appointments and user-related workflows. Vepaar Vepaar users can now enhance their workflow with a new feature that allows for seamless synchronization of reminder data to Zapier. This update streamlines task management and ensures important reminders are integrated into your preferred productivity tools. Productive.io We've updated the Productive.io app on Zapier! Now, when you retrieve an invoice through Productive.io, the response includes detailed line items. This enhancement allows for greater transparency and ease of accounting when managing invoices. Added line items to invoice responses: Easily view and manage detailed invoice information directly in your workflow. Levvy The Create/Update One Time Meeting action has been improved. You can now update their meeting times more easily by selecting \"Event Begins\" for the \"Start Time\" field and \"Event Ends\" for the \"End Time\" field. This enhancement streamlines scheduling and ensures accurate reflection of meeting durations. Close Close has released an app update enhancing its email and activity features for a more secure and integrated user experience. Here's what's new: Support for expiring email attachment URLs to ensure secure sharing and management of email attachments. Addition of activity URLs to streamline access to specific interactions within Close. Please note, that this update also includes routine maintenance with updated dependencies for better performance and stability. Attio The Attio app has been enhanced to increase flexibility in task assignments. Users can now reference task assignees within the Attio workspace not only by their email address but also by their unique workspace member ID, offering an additional method to streamline task delegation. PDF.co Enhanced the Custom API Call action with a new option for Job Checks control. Updated user interface descriptions for better clarity and user experience. Luna Luna has introduced an enhancement to its app, adding convenience for users. With this update: - A new action has been introduced allowing for seamless addition of new leads into a playbook, streamlining your lead management activities within Luna. Gigasheet Gigasheet has rolled out an exciting new feature to enhance your data management experience. With the New create action: Split Column, you can now effortlessly divide data in one column into multiple columns, streamlining your workflow and improving data organization. Chatbase Chatbase has enhanced its app with Zapier, simplifying the user experience. With the new update, instead of displaying the webhook URL, the Zapier icon is now prominently displayed in your chatbot's webhooks section, making it easier to identify your Zap workflows at a glance. DonorDock DonorDock has simplified its contact creation process by removing the mandatory fields for first and last names. When these fields are left blank, the contact will be labeled with \"(Unknown)\" as the name. This update provides more flexibility in managing contact data within DonorDock. RLTRsync RLTRsync's latest update brings a valuable improvement to support your real estate business more effectively. Key enhancement includes: The addition of a buyer phone field to the Open House Leads trigger enables the capture and utilization of buyer phone numbers for enhanced lead management. This update empowers real estate professionals with improved lead capture capabilities, streamlining communication and follow-up with potential buyers. Convi Convi has rolled out an exciting new feature to enhance the user experience. They've introduced a new trigger named Video Event , designed to activate Zap workflows based on viewer interactions with video content. This trigger activates when viewers click on call-to-action buttons, book meetings, or watch at least 50% of a video on a Convi landing page. DisputeFox DisputeFox has released a new update to their Zapier app, enhancing the platform's capabilities. Users can now benefit from the instant Add/Update Client/Lead triggers, which streamline processes by triggering actions the moment a client or lead is added or updated. This update is designed to help users efficiently manage their workflows and maintain up-to-date records with minimal effort. Salesforce Salesforce has recently enhanced its Zapier app by adding a new trigger. The New Contact trigger, allows you to automate workflows whenever a new contact is added in Salesforce, streamlining your CRM operations and improving data management capabilities. Glide Glide has enhanced its app capabilities, providing users with the following new features: A new trigger for getting row data from a table whenever it's been updated. Actions to add, edit, or delete table rows, allowing for seamless data management within your Glide apps. Google Ads Google Ads app on Zapier has been updated with additional output fields to help users streamline their workflows. The new fields now available for use include: Campaign Name: Easily identify the campaign associated with your data. Ad Name: Quickly pinpoint which ad generated the interaction. * Lead Form Entry Submission Timestamp: Keep track of the exact time submissions are made through the lead forms. Urable Urable has enhanced its app by adding four new triggers to streamline your workflow automation: Completed Job Fulfilled Order Paid Job Paid Order Additionally, Urable has updated its authentication method to improve security, transitioning from API keys to Access Tokens. Tactiq Tactiq has enhanced its app by adding a new \"Link to the Meeting\" field to the trigger functionality. This update allows users to quickly access and keep track of the meeting links associated with their transcriptions. Access FastTrack360 Access FastTrack360 has rolled out new improvements to enhance functionality. Users can now enjoy the following updates: Added the new search action Find Payslip(s) allowing for streamlined access to payslip data . Updated the internal base URL, transitioning the service to a production environment for improved reliability and performance. Builtfirst Builtfirst has released an update to its Zapier app by adding a new trigger that can enhance your workflow automation. With the new trigger New Deal in Catalog you can set actions in response to new deals being listed in their catalog. This update enables more dynamic and responsive Zap workflows tailored to changes in your deal offerings. Tactiq Tactiq has refined its app on the Zapier platform. The latest update features an updated description for better clarity and has removed incorrect output field definitions, enhancing the overall user experience. Existing Zap workflows using Tactiq may require updates to align with the new app details. Purplepass Purplepass has enhanced its app capabilities with the addition of two new data points to the New Order trigger. Users can now access: Order Date: Keep track of when orders are placed within Purplepass. Quantity: Monitor the quantity of items ordered for better inventory and sales insights. Donately Donately introduces the Get Campaign Method, a new feature designed to streamline campaign management. This update allows users to easily access and manage their fundraising campaigns, enhancing the user experience with improved efficiency. Nimbata Nimbata rolls out an enhancement by adding a feature to record digits pressed by callers and destinations. This improvement aims to enrich call analytics and user interaction insights. Worktual Worktual has rolled out an update improving how users manage contacts. With the new update, you can now effortlessly search for contacts using their email addresses, streamlining your workflow and saving time. Keeper Keeper now features a New Task Status Update trigger, a significant addition to managing task workflows more effectively. This update empowers users with real-time notifications on task status changes, enhancing project management and team collaboration. ClayHR ClayHR has expanded its capabilities with a new trigger for your automated workflows. The New Candidate Interview trigger allows you to seamlessly connect interview scheduling with your other systems, streamlining your hiring process. Keep your team in the loop and react promptly as new interviews are scheduled. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25444544607373-Review-your-account-usage-in-the-analytics-dashboard", "final_url": "https://help.zapier.com/hc/en-us/articles/25444544607373-Review-your-account-usage-in-the-analytics-dashboard", "title": "Review your account usage in the analytics dashboard", "help_title": "Review your account usage in the analytics dashboard", "slug": "_platform", "auth_signals": [], "text": "Review your account usage in the analytics dashboard &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Review your account usage in the analytics dashboard Updated May 29, 2026 18:17 Available on plans: Free Professional Team Enterprise Use the analytics dashboard to get more visibility and control over your account usage. Easily identify trends and inefficiencies by viewing top metrics for your account: Total plan usage. Successful run rate. Number of active Zap workflows. Number of active members. Task usage by date, Zap, app, or member. Error rate. Number of alerts. You can access Analytics any time from the main navigation sidebar or by going directly to the Analytics page. Pre-requisites You must be an admin, super admin, or owner of the account to access the Analytics page. KPIs At the top of the page, there are KPIs (key performance indicators) for your account: Active Zap workflows : the total number of Zap workflows turned on. Active members : the total number of account members. Plan usage : the percentage of tasks used compared to your plan’s task limit. Successful run rate : the percentage of successful runs compared to the total number of successful and errored runs. Alerts : the number of alerts for Zap workflows that are experiencing issues. Date selector The date selector allows you to filter analytics for a particular time period: Past 7 days : Filter by the last 7 days, including today. Current usage cycle : Filter by your current billing cycle . This month : Filter by the current calendar month. You can also select a custom date range by selecting a start date and end date in the date picker. ROI calculator The ROI (return on investment) calculator determines how much time you saved by automating your workflows in Zapier. By default, your ROI is measured by estimating 2 minutes saved per task (successful action step) performed by a Zap. Click the How was it calculated? link to adjust the estimate of time saved per task. Task usage The Task usage section displays a chart of how many tasks you have used in the time period you select. Current period : the number of tasks you’ve already used in the time period. Projected usage : based on your current rate of use, how many additional tasks Zapier estimates you’ll use by the end of the time period. It is only displayed if future dates are included in the time period. Task limit : the total number of tasks included in your Zapier plan, not including pay-per-task limits. Reports The reports section displays the top usage by Zap, app used, and member of your account, as well as Zap workflows with the highest error rates. Click the view full report icon next to a report to view a full list of all usage for that type. You can also click the d ownload icon , to download a CSV file of each report to your local computer. The CSV includes a max of 5,000 rows of data. Tip Error rates are calculated as the percentage of successful runs compared to the total number of successful and errored runs. Learn more about Zap run statuses . For each report, you can download a CSV file of the report. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25342048158349-App-bug-fixes-HL-Pro-Tools-Overloop-Google-Drive-Oneflow-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/25342048158349-App-bug-fixes-HL-Pro-Tools-Overloop-Google-Drive-Oneflow-and-many-more", "title": "App bug fixes HL Pro Tools Overloop Google Drive Oneflow and many more", "help_title": "App bug fixes HL Pro Tools Overloop Google Drive Oneflow and many more", "slug": "_platform", "auth_signals": [], "text": "App bug fixes: HL Pro Tools, Overloop, Google Drive, Oneflow and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 App bug fixes: HL Pro Tools, Overloop, Google Drive, Oneflow and many more Updated October 03, 2025 15:00 HL Pro Tools This update addresses an issue users were experiencing with the Update Location &nbsp;action. The bug, which resulted in an error regarding snapshot override, has now been fixed to ensure smoother operation within the app. We’ve resolved an issue with the Create User &nbsp;action where it previously did not return details of the created user. Now it functions correctly, ensuring you receive all necessary user information post creation. &nbsp; Overloop A recent update on Overloop within the Zapier platform has improved the process of creating prospects. The issue has been fixed with selecting lists, organizations, and owners when creating new prospects. This ensures a smoother experience and correct association of prospects within your sales workflows. &nbsp; Google Drive The recent updates to the Google Drive app on Zapier have addressed critical bugs to enhance functionality and reliability for users. Highlights of the update include: A bug fix that ensures file links are correctly displayed within the File output for actions, addressing previous issues where this information was missing. Another update resolves an issue with file and folder triggers, enabling users to see hydrated file keys as expected, thus improving the functionality and reliability of these triggers. These enhancements significantly improve the user experience and workflow automation with Google Drive. &nbsp; Oneflow Oneflow has implemented a fix to improve the user experience. Previously, obtaining contract details was problematic without selecting any additional fields—even though it was optional. This issue has now been resolved, ensuring a smoother workflow for users. &nbsp; Worksection The latest update to Worksection addresses crucial bug fixes to enhance the reliability and user experience of our task management process. Key improvements include: A bug fix ensuring that task assignees are correctly linked to tasks after creation, improving the overall reliability of task assignments. Minor bugs in the Create Task and Create Comment actions have been resolved, further refining the app's performance and user interface. These updates ensure a more efficient and error-free task management experience for all Worksection users. &nbsp; Prepear Prepear's latest update has successfully addressed a critical bug related to authentication issues. This enhancement significantly improves security measures and user accessibility, ensuring a more secure and seamless experience for all Prepear users. &nbsp; Setmore Appointments In this update, Setmore Appointments has addressed specific issues to enhance the user experience. These improvements include: A fix has been implemented to correct the provider phone number field. Changes have been made to the labeling of country codes within the app. These adjustments ensure more accurate data handling and a smoother booking process for both providers and customers. Investment Dominator We've resolved an issue to enhance the New Property trigger functionality within Investment Dominator. With the latest update, you can now add new properties with custom statuses without encountering any issues, streamlining your property management process. &nbsp; Sender Sender has implemented a fix on the Unsubscribe action, addressing a crucial aspect of email campaign management. This update ensures a smoother experience for both users and their subscribers, maintaining compliance and engagement. &nbsp; Urable Urable has made improvements to the available fields for the New Customer trigger and a correction to an error in the Update User trigger. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25444514945037-Use-the-Analytics-dashboard-to-easily-monitor-your-account-Beta", "final_url": "https://help.zapier.com/hc/en-us/articles/25444514945037-Use-the-Analytics-dashboard-to-easily-monitor-your-account-Beta", "title": "Use the Analytics dashboard to easily monitor your account Beta", "help_title": "Use the Analytics dashboard to easily monitor your account Beta", "slug": "_platform", "auth_signals": [], "text": "Use the Analytics dashboard to easily monitor your account (Beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 Use the Analytics dashboard to easily monitor your account (Beta) Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Available on plans: Free Professional Team Enterprise Beta This feature is in open beta . It’s available for use but still in active development and may change. With the new analytics dashboard, you can get a clear view of how your Zap workflows are performing so you can unlock strategic insights and decisions for your account. Easily identify trends for which Zap workflows, apps, and members are driving the highest usage. Quickly spot which Zap workflows have the highest error rates so you can optimize your Zap workflows for peak efficiency. Export analytics reports to streamline your operations. Learn more about the analytics dashboard . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25447484764813-Easily-compare-versions-of-your-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/25447484764813-Easily-compare-versions-of-your-Zap", "title": "Easily compare versions of your Zap", "help_title": "Easily compare versions of your Zap", "slug": "_platform", "auth_signals": [], "text": "Easily compare versions of your Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 Easily compare versions of your Zap Updated May 29, 2026 18:16 Want to see what's different between your Zap draft and the current published version? No more opening the same Zap in multiple windows to compare - easily view it right inside the Zap editor. Learn more about comparing versions of your Zap workflows. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25204088903949-Request-tax-exemption-for-your-account", "final_url": "https://help.zapier.com/hc/en-us/articles/25204088903949-Request-tax-exemption-for-your-account", "title": "Request tax exemption for your account", "help_title": "Request tax exemption for your account", "slug": "_platform", "auth_signals": [], "text": "Request tax exemption for your account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Request tax exemption for your account Updated May 14, 2026 10:54 If you believe your account should be exempt from tax, you can send the appropriate documentation as evidence to our Support team. You can request tax exemption whether your account is based in the US or outside the US. Zapier is required to collect any applicable taxes as required by local laws, so depending on your location, you may be charged taxes when paying for Zapier products. Learn more about taxes applied to Zapier charges . Request tax exemption 1. Add your tax or VAT ID to your Zapier account You must have tax details in your Zapier account to request tax exemption. You can add those details to the billing and usage settings of your account. Learn how to add your tax or VAT ID . 2. Verify what documentation you should submit Once you have your tax or VAT ID added to your account, check the table below to see what documentation is accepted for your jurisdiction. If your account is based outside the US, submit a PDF of your tax exemption document. If your form allows it, make sure to fill out the vendor/seller details section using Zapier's vendor information . Note For California and Louisiana, there are several acceptable forms. Zapier Support will inform you if the one you have is accepted when you submit your request. Jurisdiction Form Name/Number Form Completion Notes AL Form STE-1 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check business type and reason for exemption, including exemption number Sign and Date AZ Form 5000 - may also present a specialized industry certificate in lieu of the Form 5000. Purchaser information in sections A and C, and Exemption period in section B Seller: Zapier, Inc Check Certificate type and add Description Sign and Date AR Form ST-391 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check business type and reason for exemption including exemption number Sign and Date CA various Please provide copy of state issued Certificate CO DR0160 Please provide copy of state issued Certificate CT CERT-119. Certificate for Purchases of Tangible Personal Property &amp; Services by Qualifying Exempt Organizations Purchaser information including Tax Registration Number and Federal Employer ID number Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check Certificate type and add Description Sign and Date DC FR-164 (which covers Sales Tax and Income/Franchise tax) Please provide copy of state issued Certificate FL DR-14 Please provide copy of state issued Certificate GA ST-5 Purchaser information including sales tax number Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check business box for reason of exemption Sign and Date HI G-44A Section 1 - Purchaser information, including Tax Registration Number Section 2 - Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sign and Date ID ST-101 Purchaser information including Tax Registration Number Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check Box to indicate exemption reason Sign and Date IL STAX-70 Please provide copy of state issued Certificate IN Form ST-105 Purchaser information including Tax Registration Number Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check Box to indicate exemption reason Sign and Date IA Form 31-014 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check box for exemption reason and Description of purchase Sign and Date KS Form ST-28 Purchase Information to include the tax exempt number Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check box for exemption reason and Description of purchase Sign and Date KY Form 51A126 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sign and Date LA various Purchaser information including LA registration Number Sign and Date ME ST-2 Please provide copy of state issued Certificate Sign and Date MD NONGOV-1 Please provide copy of state issued Certificate MA ST-2 Please provide copy of state issued Certificate MI Form 3372 Complete sections 1 through 4 Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sign and Date MN ST-3 Purchaser information including Tax ID Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check box for Type of Business and Reason for Exemption including Exemption number Sign and Date MS Exemption certificates are not issued. Organizations that are exempt under MS law can request a letter to provide vendors to verify the organization's exempt status. Please provide copy of state issued letter of exemption MO Form 149 or a letter of exemption issued by the Missouri Department of Revenue Please provide copy of state issued Certificate or letter of exemption NE Form 13 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sign and Date NV Letter of exemption issued by the Nevada Department of Taxation Please provide copy of state issued letter of exemption NJ ST-5 Purchaser information including Tax ID Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check box for Type of Business and Reason for Exemption including Exemption number Sign and Date NM NTTC Please provide copy of state issued Certificate NY ST-119 Purchaser/Exempt organization information including 6 digit Exemption number Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sign and Date NC Form E-595E Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sections 3 through 5 to include Tax exempt ID number Sign and Date ND Letter of exemption issued by office of State Tax Commissioner Please provide copy of state issued letter of exemption OH STEC B Purchaser information and tax exempt explanation Seller: Zapier, Inc Sign and Date OK Certificate issued by the Oklahoma Tax Commission Please provide copy of state issued Certificate PA REV-1220AS Reason for exemption in sections 1 through 8 Check Exemption type box Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sign, date and include EIN RI Certificate issued by the State of Rhode Island Division of Taxation Please provide copy of state issued Certificate SC Form ST-8 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check box for Exemption type Sign and Date SD Form 2040 Purchaser information in section 2 Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Sections 3 through 5 to include tax exempt ID number Sign and Date TN Certificate issued by the State of Tennessee Department of Revenue Please provide copy of state issued Certificate TX Form 01-339 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Description: Automation software integration (Software as a Service) Complete Reason for exemption to include Taxpayer ID number, if applicable Sign and Date UT Form TC-721 or TC-721G Purchaser information including Sales tax license number Check exempt reason box Seller: Zapier, Inc Sign and Date VT Form S-3 Purchaser information including Federal ID Number Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Description of purchase and basis for Exemption including VT exempt account number Sign and date VA Form ST-10 Purchaser Information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Check box for exemption type Signature and Title WA Form 27 0032 Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Purchaser Information including Account ID Check box for exemption type Signature WV Form F0003 Purchaser information Seller: Zapier, Inc 548 Market St #62411, San Francisco, CA 94104-5401 Complete sections 3 through 5, including Exempt ID Number Sign and Date WI Form S-211 Check box for Single Purchase or Continuous Purchase information including Purchaser's Tax ID Number Seller: Zapier, Inc 548 Market St #62411 San Francisco, CA 94104-5401 Check box to signify Exemption type to include CES Number if applicable Sign and Date WY Form F0003 Purchaser information including Tax ID Number Seller: Zapier, Inc 548 Market St #62411 San Francisco, CA 94104-5401 Circle Type of Business Check box to signify Exemption type, to include exemption number if applicable Sign and Date Outside US Various Please attach .pdf of tax exempt status 3. Contact Support to request an exemption Once you have your tax or VAT ID on your account and you have valid documentation for your jurisdiction, submit your information to Zapier Support using the tax exemption request form . Zapier Support will review your account and documentation, and get in touch with you. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25444267052557-Track-all-your-Zap-errors-in-one-place-beta", "final_url": "https://help.zapier.com/hc/en-us/articles/25444267052557-Track-all-your-Zap-errors-in-one-place-beta", "title": "Track all your Zap errors in one place beta", "help_title": "Track all your Zap errors in one place beta", "slug": "_platform", "auth_signals": [], "text": "Track all your Zap errors in one place (beta) &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 Track all your Zap errors in one place (beta) Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Available on plans: Free Professional Team Enterprise Beta This feature is in open beta . It’s available for use but still in active development and may change. Introducing the Alerts page–a single location to monitor all errors in your Zap workflows. You can prioritize errors based on which should be addressed first, so you can efficiently triage your most business-critical Zap workflows. And set up alert rules to automatically prioritize the Zap workflows that matter most. Learn more about the Alerts page. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25639501662221-Google-Sheets-error-requested-entity-was-not-found", "final_url": "https://help.zapier.com/hc/en-us/articles/25639501662221-Google-Sheets-error-requested-entity-was-not-found", "title": "Google Sheets error requested entity was not found", "help_title": "Google Sheets error requested entity was not found", "slug": "_platform", "auth_signals": [], "text": "Google Sheets error: requested entity was not found &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Productivity Google Sheets Google Sheets error: requested entity was not found Updated May 29, 2026 18:14 When using any Google Sheets action in your Zap workflows, you see the error message \"requested entity was not found\". You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when either the spreadsheet or worksheet you selected in your Zap has been permanently deleted. How to fix it To fix this issue: Go to your affected Google Sheet action step. Reselect an available spreadsheet or worksheet . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25326755478285-Enterprise-Plan-and-Existing-Plan-Updates", "final_url": "https://help.zapier.com/hc/en-us/articles/25326755478285-Enterprise-Plan-and-Existing-Plan-Updates", "title": "Enterprise Plan and Existing Plan Updates", "help_title": "Enterprise Plan and Existing Plan Updates", "slug": "_platform", "auth_signals": ["premium"], "text": "Enterprise Plan and Existing Plan Updates &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 Enterprise Plan and Existing Plan Updates Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. New Enterprise Plan On April 2, 2024, Zapier will be introducing a new Enterprise plan , in lieu of the Company plan, that will empower business and operations teams to automate without compromising on the guardrails that IT teams need. This includes product updates, a re-designed pricing model, and more. We’ve heard from our largest customers that the expansion of Zapier’s automation capabilities across broader use cases and teams introduces complex security considerations, and we’ve created this plan to address concerns. The Enterprise plan will introduce features such as a new Analytics dashboard , Zap runs API , deployment and troubleshooting tools, version comparisons , approval request , and alerts. Admins will also gain enhanced control with features like domain capture and app/action restrictions that make it easier to facilitate a confident and secure organization-wide deployment of Zapier. Along with this new plan comes a transparent pricing model that reflects our commitment to providing value and predictability to customers. Learn more about the new Enterprise plan . Note Company plans will no longer be offered as of April 2, 2024. Upgrading the Starter Plan We also want to make sure that all of our paid plan users are getting the full power of Zapier. As a result, on April 2, 2024 we’ll be upgrading the Starter plan. Current Starter plan users will be upgraded to the Professional plan and receive Professional features at no additional cost —this includes features such as unlimited access to premium apps, a 2-minute polling time for your Zap workflows, conditional paths with Zap workflows, access to advanced Zap settings, and more. As of April 2, 2024, the Starter plan will no longer be offered and the Professional plan will be our lowest-cost plan. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25606405618189-Improved-search-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/25606405618189-Improved-search-in-Zapier", "title": "Improved search in Zapier", "help_title": "Improved search in Zapier", "slug": "_platform", "auth_signals": ["webhook"], "text": "Improved search in Zapier! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2024 Improved search in Zapier! Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Looking for something in your account? We've added more search parameters to make it easier! Now, you can search and filter results by: The Zap, including filtering results by: The name or owner of the Zap. The name of an app or app connections used in the Zap. The folder where the Zap is located, including filtering results by: Your personal folders. Shared folders in your account. The webhook URL provided in a Catch Hook or Catch Raw Hook trigger in the Webhooks by Zapier app. Save time and effort when searching! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25773214429069-We-ve-made-Paths-even-better", "final_url": "https://help.zapier.com/hc/en-us/articles/25773214429069-We-ve-made-Paths-even-better", "title": "We ve made Paths even better", "help_title": "We ve made Paths even better", "slug": "_platform", "auth_signals": [], "text": "We’ve made Paths even better! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 We’ve made Paths even better! Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Available on plans: Free Professional Team Enterprise Already using the Paths by Zapier app to create alternative workflows in your Zap workflows? Now, you can do even more with Paths! Add fallback paths that will run whenever other path branches in your path group do not. Set a path group to always run - no need to enter a path branch rule anymore! Easily reorganize your path groups and path branches: Add a Paths step anywhere in the middle of your Zap, not just as the final step, and all subsequent steps will be automatically moved into a path branch. Visually rearrange path branches within a path group to organize it as you wish. Learn more about how to use Paths by Zapier in your Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25843378785165-Duplicate-an-existing-table", "final_url": "https://help.zapier.com/hc/en-us/articles/25843378785165-Duplicate-an-existing-table", "title": "Duplicate an existing table", "help_title": "Duplicate an existing table", "slug": "_platform", "auth_signals": [], "text": "Duplicate an existing table &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Duplicate an existing table Updated May 06, 2026 16:40 You can duplicate an existing Zapier table to reuse its structure. All fields and filters on the existing table will be recreated on a new one, but no records will be duplicated. Available on plans: Free Professional Team Enterprise Duplicate a table On your Tables home , click the name of your table . Click the name of the table at the top of the screen. This will open a dropdown menu. Select Duplicate . In the dialog box, enter a name in the Table Name field. The Description field is optional. Click Create . Your new table will open on a new browser tab or window. Note The new table will also recreate existing filters and hidden fields. Views When you duplicate a table, its views will not be recreated. It's also not possible to duplicate a view. You can duplicate the original table related to that view and recreate the view. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25964887416077-Style-your-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/25964887416077-Style-your-chatbot", "title": "Style your chatbot", "help_title": "Style your chatbot", "slug": "_platform", "auth_signals": [], "text": "Style your chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Style your chatbot Updated May 29, 2026 18:18 Your chatbot's appearance can match your brand or project. To style your chatbot: From your Zapier Chatbots home , click the name of the chatbot . Click the Theme menu. This menu contains settings for the chatbot's different styling elements. Depending on your Chatbots plan, some sections may not be available. Note In image fields, if you select a GIF file, it will not be animated. Use an avatar with your chatbot Available on plans: Free Pro Advanced You can use an image as the avatar that appears on the chatbot conversation window. From the Theme menu, on the Avatar field, click Choose image . A dialog box will appear. Click Choose a local file . Select a file from your computer. Click Open . To delete the current avatar click the Delete icon that appears beside the file name on the Avatar field. Add a favicon Available on plans: Free Pro Advanced If you use your chatbot as a standalone page , you can select a favicon to appear on the browser tab or window. You can upload a new image or use the same as the avatar. To upload a new image: From the Theme menu, on the Favicon field, click Choose image . A dialog box will appear. Click Choose a local file . Select a file from your computer. Click Open . To use the avatar image instead, select the Use Avatar As Favicon checkbox. Add an embed logo Available on plans: Free Pro Advanced The embedded logo appears at the top of the open chat window. To add the embed logo: From the Theme menu, on the Embed logo field, click Choose image . A dialog box will appear. Click Choose a local file . Select a file from your computer. Click Open . Customize the embedded icon Available on plans: Free Pro Advanced If you're on a paid Chatbots plan , you can also customize the pop up embed icon, which appears on the page where you embed your chatbot. Add an icon From the Theme menu, on the Icon field, click Choose image . A dialog box will appear. Click Choose a local file . Select a file from your computer. Click Open . Choose the icon shape and size In the Shape dropdown menu, select a shape for the icon: Circle Square Rounded square In the Size dropdown menu, select the size of the icon , between 40 and 60 pixels. Note If you do not upload an icon, the Chatbots logo will appear as the embedded icon. Make it open by default When you click the Automatically open Chatbot pop-up when page loads (non-mobile only) toggle, the chat window will expand automatically when the user visits a page. If the toggle is in the off position, the chat window will appear once the user clicks the embed icon. This only affects chats on non-mobile screens. Display your greeting along with the embed icon If you click the Automatically display your greeting message after a few seconds toggle, your greeting will appear on a bubble beside the embed icon once the visitor has been on the page for a few seconds. Change chatbot colors Available on plans: Free Pro Advanced If you're on a paid Chatbots plan , you can change the colors of your chatbot to match your business or product colors. You can select from a range of color themes or use a custom color, and your chatbot elements will match the selection. Once you're done, click Save changes . Tip You can change specific elements through the Advanced color settings menu . Use dark or light mode You can choose whether your chatbot theme should be in light mode, dark mode, or match the system settings of your user. Theme colors will automatically update based on the selected option. To change the mode: In the App style section, click the Theme dropdown menu. Select from: Light (default): uses the default color theme. Dark: uses a darker version of your color theme. System: uses the color mode defined by the user's system. Click Save changes . Change the border of chat elements The Border roundness dropdown menu lets you change the radius of certain chat element corners, also known as its roundness. You can select from: None: no round corners. Regular: slightly rounded corners. Smooth: more rounded corners. Once you select an option, click Save changes . This border option will be applied to the messaging field, the chat messages, and the suggested messages . Use advanced color settings If you pick a specific color theme in the Appearance menu, your chatbot will automatically tailor all elements to match that color. To see the hues and colors selected, click the Advanced color settings menu. Edit individual elements If you select a brand color, you can still change individual element colors: Click the Advanced color settings menu. Click the color swatch for the field you want to change. The color picker will open. Select a new color or paste a HEX value in the text field. Click Save changes . (Optional) Use RGB or HSL values Click the up/down arrows beside the HEX text field to reveal RGB or HSL fields. Paste the values in the appropriate fields. Click Save changes . Select colors individually You can pick the colors for each chatbot element individually using the Advanced color settings menu. To change the colors: Click the Advanced color settings menu. Click the color swatch for the field you want to change. The color picker will open. Select a new color or paste a HEX value in the text field. Click Save changes . (Optional) Use RGB or HSL values Click the up/down arrows beside the HEX text field to reveal RGB or HSL fields. Paste the values in the appropriate fields. Click Save changes . Remove the \"Built on Zapier\" label Available on plans: Free Pro Advanced If you're on the Advanced plan, you can remove the \"Built on Zapier\" label that appears at the bottom of the conversation window. From your Chatbots home , click the name of the chatbot . Click Settings on the sidebar, then click the Display the “Built on Zapier” label toggle to hide it. Click Save changes . Once you're happy with your chatbot styling, you can also add logic to your chatbot to collect information, start Zap workflows, and much more. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25841790519181-Migrating-apps-to-the-latest-Zapier-Platform-what-you-need-to-know", "final_url": "https://help.zapier.com/hc/en-us/articles/25841790519181-Migrating-apps-to-the-latest-Zapier-Platform-what-you-need-to-know", "title": "Migrating apps to the latest Zapier Platform what you need to know", "help_title": "Migrating apps to the latest Zapier Platform what you need to know", "slug": "_platform", "auth_signals": [], "text": "Migrating apps to the latest Zapier Platform - what you need to know &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 Migrating apps to the latest Zapier Platform - what you need to know Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. About the migration process In 2024, Zapier is migrating all remaining apps built on a legacy version of the Zapier Platform that is only used internally. To minimize the chance of this causing issues, Zapier follows this process: Zapier publishes the new version while marking the previous one as \"(Legacy)\". For a few days, Zapier monitors Zap workflows that have manually selected or updated to the new version, and fixes any issues. Zapier migrates all Zap workflows and connected accounts from the previous to the new version, which takes a few days. Zapier removes the previous version. How this may affect you Zapier will automatically migrate your existing Zap workflows to the new app version. However, you can start using the new version for new Zap workflows immediately, or update your existing Zap workflows at your convenience. There's no pressure to make the switch right away. Learn more about updating to the latest app version . Where can I see if a new app version is available? In the Zap editor, for your Zap, you will see a notification in the Status section to inform you about the new version available to use. About existing connections During this time, the old app and its connected accounts will be listed under Other apps . You can not use existing connections for the new app. Once Zapier has completed step 3, you will only see the new app version, which all your Zap workflows and connections will then be using. If you have questions, please reach out to Support at https://zapier.com/app/get-help . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26030854599309-Instant-actions-now-available-on-Zapier-Central", "final_url": "https://help.zapier.com/hc/en-us/articles/26030854599309-Instant-actions-now-available-on-Zapier-Central", "title": "Instant actions now available on Zapier Central", "help_title": "Instant actions now available on Zapier Central", "slug": "_platform", "auth_signals": [], "text": "Instant actions now available on Zapier Central &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 Instant actions now available on Zapier Central Updated May 29, 2026 21:51 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Central's latest feature, Instant Actions, is here to revolutionize your workflow! Now, you can execute actions instantly within a conversation with your Zapier Central bot. Get stuff done on-the-fly during bot conversations, by easily setting up new actions with 9,000+ apps available on Zapier. This means less time navigating and waiting, and more time doing. Visit Zapier Central today to get started, or learn more about how to set up instant actions for your bot and elevate your Central experience! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/25842801694733-You-can-now-use-Airtable-and-Zapier-Tables-as-data-sources-in-Zapier-Central", "final_url": "https://help.zapier.com/hc/en-us/articles/25842801694733-You-can-now-use-Airtable-and-Zapier-Tables-as-data-sources-in-Zapier-Central", "title": "You can now use Airtable and Zapier Tables as data sources in Zapier Central", "help_title": "You can now use Airtable and Zapier Tables as data sources in Zapier Central", "slug": "_platform", "auth_signals": [], "text": "You can now use Airtable and Zapier Tables as data sources in Zapier Central &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 You can now use Airtable and Zapier Tables as data sources in Zapier Central Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. &nbsp; Zapier Central has just rolled out an exciting update: you can now use Airtable and Zapier Tables as data sources for your bots! This was one of the top requests of Central users, and increases the existing roster of data sources, such as Google Sheets and Notion. You can try it out at https://central.zapier.com, &nbsp;and learn more about how to use data sources with Zapier Central in the Help Center. &nbsp; Public preview Zapier Central is a product in public preview. It’s available for use, but it's experimental, still in active development, and may change. Learn more about data safety with Central . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26028298697485-Use-actions-on-Zapier-Agents", "final_url": "https://help.zapier.com/hc/en-us/articles/26028298697485-Use-actions-on-Zapier-Agents", "title": "Use actions on Zapier Agents", "help_title": "Use actions on Zapier Agents", "slug": "_platform", "auth_signals": [], "text": "Use actions on Zapier Agents &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Use actions on Zapier Agents Updated May 29, 2026 21:51 Agents can use actions from Zapier's library of 9,000+ apps to automate tasks for you. Create an action From the Zapier Agents home , select your agent . Learn how to start a new agent . In the section Tools this agent can use , click + Add Tool . A dialog box will open. Search for and select the app you want to use. Select an action from the list. Click the Find data tab to restrict the list to actions that can search for data. Click the Take action tab to restrict the list to actions that can change data. The agent will add this action and select the best option for required fields. It'll appear in the list of tools the agent can use. Editing action settings The agent will try to set up and fill all required fields and connection for an action. If you want to make changes to any action: From the section Tools this agent can use , select an action. Select a connection from the dropdown menu, or create a new connection by clicking the Settings icon . Fill out or update any other fields . To see optional fields, click Show all options . You can let the agent decide the content of certain fields . Click Save . Interacting with actions Once you insert an action into the instructions, it will appear as a text pill in the instructions field. The agent can still use any actions you've added, even if they do not appear in the instructions. You can move the action to where you want to reference them, providing better context for the agent. You can also: Click the pill to change its settings. Delete it using Del or Backspace on your keyboard. Click and drag to move it to another part of the field. Define how the agent will use action fields Agents can use fields in each action differently, depending on the field type. Required fields You must enter a value or make a selection in a required field. Required fields have the following options: Let your agent select a value for this field. The agent will automatically determine the best value to use based on what the task requires. Set a specific value for this field: you manually select a value for the field. If you select this option, a new field will appear, where you can enter or select a value. The same value will be used whenever this action is run. Optional fields Optional fields have additional usage options beyond those available for required fields. Do not include a value for this field: leave the field blank when the action runs. Let your agent select a value from one of these choices: Select values from a dropdown menu that you want the agent to choose from. Note With Let your agent select a value from one of these choices , the agent can only use one value at a time, even if multiple options are available. Use actions in conversations You can use any actions you add while chatting with your agent, independently of the agent's main instructions. From the Zapier Agents home , select your agent. Click New chat . The chat sidebar will open. In the Chat field, type your message and click the Tools menu to add existing tools or new ones. Press Enter to send the message to the agent. You can move away from the chat, and the agent will let you know once the action is completed, or if it needs your input to continue. Remove an action From the section Tools this agent can use, c lick the menu icon beside the action you want to remove. Click Remove from agent . A dialog box will open. Click Delete to confirm. How action usage is measured Every time an action runs, it consumes one activity from your activity limit . You can view all past actions in the All activity page. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26098424926093-Use-form-data-to-personalize-components", "final_url": "https://help.zapier.com/hc/en-us/articles/26098424926093-Use-form-data-to-personalize-components", "title": "Use form data to personalize components", "help_title": "Use form data to personalize components", "slug": "_platform", "auth_signals": [], "text": "Use form data to personalize components &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Use form data to personalize components Updated April 10, 2026 14:10 In Zapier Forms , you can use data entered by a user on a form to personalize their experience within the form project. For example, you can greet users by their name or filter a table after they submit a form. Available on plans: Free Professional Team Enterprise Prerequisites To use form details on a component, you need: Field reference ID: The unique ID for a specific field in a form. A Navigate to page action: This allows the form to send a visitor to a different page and make the form submission available on that page. Find the field reference ID The field reference ID is a unique identifier for each field in your form. On a form component , click the field you want to use. A sidebar will open. Scroll down to the bottom of the field options, and click REFERENCE . You can use the existing reference ID for the field or type a unique reference ID for each field. Keep the reference to use later. Repeat these steps for each field you want to use. Click the Back arrow on the sidebar to return to the form setup. Add a Navigate to page action In the Actions tab, click + Add action . In the new window, click the Action dropdown menu. Select Navigate to page . Click the Page dropdown menu and select a page . Select the Send data to this page checkbox. Click Create action . Once you have completed these steps, you can customize different components. Text component Form component Table-based components Customize a text component To customize your text component, you must use a code snippet. This will allow data from the form to be used in the component. Click your text component. A sidebar will open. Copy the code snippet that appears below into any text editor on your computer: - {{params.fieldreference|default:\"default wording\"}} Replace fieldreference with the field reference ID you want to use. Replace default wording (keep the double quotes) with a default text . This will be used if the form field is blank. Paste the completed code snippet into the text component Content field. Example You can show a user's name on the page after they filled out a form. In this example, the field reference ID is \"name,\" and the default wording (what will be used if the form field is blank) is \"visitor.\" So, the code snippet would look like this: {{params.name|default:\"visitor\"}} Use a form component To fill fields from one form into a different one, you need to ensure the reference ID of both fields is the same. You can paste the original form's reference ID into the second one. Go to the page you selected in the Navigate to page action. Find and click the form component you want to use to display information from the original form. A sidebar will open. Scroll down and click REFERENCE . The section will open. Paste the reference ID you obtained from the first form into the Reference ID field. You can repeat these steps for each field you want to use. Filter a Table, Kanban, or Checklist component You can filter components based on Zapier Tables using any value or form data, following the steps below: 1. Create a code snippet Copy the code snippet that appears below into any text editor on your computer: - {{params.fieldreference}} Replace fieldreference with the reference ID of the form field you want to use for filtering. Copy the updated code snippet to your clipboard. You'll use this snippet as your filter value. 2. Create the component filter Go to the page you selected in the Navigate to page action. Find and click your Table, Kanban, or Checklist component. A sidebar will open. Click the Data tab. Click Filter . - Click the first dropdown menu to select the field that will be filtered. - Click the second dropdown menu to select the rule . - Click the text field and paste the code snippet you created earlier. Click Save changes . If your form project has managed users , learn how you can personalize components with managed user information . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26138418137613-Embed-external-content-into-a-form-project", "final_url": "https://help.zapier.com/hc/en-us/articles/26138418137613-Embed-external-content-into-a-form-project", "title": "Embed external content into a form project", "help_title": "Embed external content into a form project", "slug": "_platform", "auth_signals": [], "text": "Embed external content into a form project &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Embed external content into a form project Updated April 10, 2026 14:10 The Embed component lets you add content from another website within your form project, such as a playable video or a calendar. Available on plans: Free Professional Team Enterprise Add an Embed component To add the Embed component to a page: From any page in your form project, hover over the plus sign + at the bottom of the page. Click Add component . A dialog box will appear. Find and click the Embed component. It will be added to the bottom of the page. The component editor will open. Click the Source dropdown menu to select: Code: use an embed code. URL: use an embed URL. Code URL Code Paste the embed code into the HTML field. Only iframe code can be used. (Optional) You can adjust the height and width of the embed. URL Enter a title for the embed in the field Title . In the Website URL field, paste the embed URL . (Optional) You can adjust the height and width of the embed. Note Zapier pages and products cannot be embedded. You can use other components to embed Zapier Chatbots and Tables. Besides public content, you can also use logged-in embeddable content, such as a private video or calendar. If the content requires log in to another service, visitors will be able to log into their own accounts directly from the form project page. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26127413025933-App-update-ConnectFlux-Zuddl-Salesforce-ZyraTalk-Convi-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/26127413025933-App-update-ConnectFlux-Zuddl-Salesforce-ZyraTalk-Convi-and-many-more", "title": "App update ConnectFlux Zuddl Salesforce ZyraTalk Convi and many more", "help_title": "App update ConnectFlux Zuddl Salesforce ZyraTalk Convi and many more", "slug": "_platform", "auth_signals": [], "text": "App update: ConnectFlux, Zuddl, Salesforce, ZyraTalk, Convi, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 App update: ConnectFlux, Zuddl, Salesforce, ZyraTalk, Convi, and many more Updated May 29, 2026 18:16 ConnectFlux: app update This update introduces a valuable enhancement to the ConnectFlux app on Zapier. Users can now save email IDs within the app, streamlining the process of replying to emails. By securing essential contact information, ConnectFlux ensures efficient and organized email communications. Zuddl: app update Zuddl has rolled out new enhancements and triggers to streamline event-related workflows. Discover what's new: New triggers: Zuddl User Activity : Triggered in near real-time when an attendee takes action during your Zuddl event. Zuddl Bulk User Activity : Triggered one hour after your event ends to process attendee actions in bulk. New actions: Bulk Registration : Pair this action with any trigger to efficiently handle registrations in batches. Additionally, the New Registration action has been improved to include custom form field data, offering greater flexibility and detail in managing event registrations. Salesforce: app update Salesforce has launched a new feature for its app on Zapier. The New Lead trigger has been added, providing users the ability to automate workflows whenever a new lead is created in Salesforce. This update enhances lead management and response times in your sales automation processes. ZyraTalk: app update In the latest update to the ZyraTalk app on Zapier, users now have enhanced filtering capabilities. This feature allows for more refined control over call and chat data, making it easier to manage and analyze your interactions. Whether you're sorting through customer service calls or prospect chats, ZyraTalk's new filtering options help you pinpoint the information you need quickly. Convi: app update Convi has rolled out an exciting new feature to enhance the user experience. They've introduced a new trigger named Video Event , designed to activate Zap workflows based on viewer interactions with video content. This trigger activates when viewers click on call-to-action buttons, book meetings, or watch at least 50% of a video on a Convi landing page. SalesLens: app update SalesLens has recently updated its app, enhancing the functionality for users. This update allows for the \"Created At\" date to be available, providing you with the ability to track the creation date of records within the SalesLens app. Exact Online: app update This update to the Exact Online app brings real-time data to your existing triggers, enhancing the responsiveness of your automated workflows. Additionally, a new Find Sales Invoice search action is now available to help you swiftly locate your sales invoices directly within your Zapier workflows. Lusha: bug fix A recent update has been rolled out to fix the test trigger issue in the Lusha app on Zapier. This ensures that your workflows involving Lusha continue to perform seamlessly without any interruptions. The update is now live and users should see improved reliability when testing triggers within their Zap workflows. Ruly: app update Ruly has rolled out new enhancements to optimize your workflow automation. Here's what's new: The New Record trigger now includes descriptive names alongside IDs for picklist fields and linked lookup tables, streamlining the identification process. With the updated Create Record action, users can now select from descriptive picklist values within Zapier, simplifying record creation without relying solely on IDs. Date fields are now formatted as '1970-04-02', removing the time portion for clearer and more concise date representation. SleekFlow: bug fix We've implemented a fix to address the authentication issue within the SleekFlow app. Users should now experience seamless connectivity and access to all their workflow functions without interruption. This update enhances the stability and reliability of the SleekFlow app on our platform. Airtable: app update We've improved our Airtable app to ensure smoother automation workflows. Specifically, the New or Updated Record trigger has been refined to return records under 6MB by trimming larger datasets. This update will help maintain efficiency and prevent potential disruptions in your trigger processes. Postalytics: app update The Postalytics app has been updated to enhance your contact management capabilities. You can now send phone numbers along with your contact information, making your outreach efforts more comprehensive and effective. Snappy Gifts: app update Snappy Gifts has enhanced its app with an update to the authentication system, now supporting API keys for a more secure and streamlined user experience. Additionally, it has expanded its gift-sending capabilities with the introduction of new methods, allowing for greater flexibility and customization in gift-giving. ClickUp: bug fix Zapier has ironed out a pesky bug in ClickUp's app. Users can now successfully search for other users by name or email without encountering any issues, ensuring a smoother experience with voice commands and workflow automation. HL Pro Tools: bug fix and app update HL Pro Tools has released an update that includes: The bug concerning custom fields in the contact lookup feature has been fixed, ensuring accurate search capabilities. The list locations functionality has been refined to display only the active locations on HL, streamlining the selection process. Cliengo: app update Cliengo has recently improved its app with two updates designed to streamline user interactions: The Search Contact action has been enhanced and now accepts parameters for both email and phone, allowing for more precise searches. A new Search Agent action has been added, enabling users to look up agents either by their email or id for quick access to agent information. Subhub: app update Subhub has rolled out a new trigger that enhances the capability to monitor subscription activities. This update introduces a trigger specifically for tracking members who cancel their subscriptions, enabling clients to stay informed and take timely action when a subscription is discontinued. Linguapop: app update Linguapop has rolled out an update to enhance its app features on Zapier. The update includes the following enhancements: A new field \"external identifier\", has been added to the Create Invitation action, allowing users to reference external data. The Result trigger now includes an \"externalIdentifier\" field to better associate results with external systems. A \"publicResultsUrl\" field has also been added to the Result trigger, providing a direct link to access results publicly. Jira Software Cloud: app update We've expanded our Jira Software Cloud app with the new Find Project action. This feature helps you search for Jira projects directly within Zapier, streamlining your workflow by allowing easy access to different projects within your organization. All Digital Rewards: app update All Digital Rewards has enhanced its app by introducing program selection functionality. Users can now select from available programs directly, without the need to manually input a program ID. This update streamlines the user experience, making the app more efficient and user-friendly. Pardot: bug fix We've improved the stability of the Pardot app by addressing an issue with the Find Prospect action. Users should now experience fewer timeouts when searching for prospects within the system, leading to a more seamless workflow. SleekFlow: bug fix We've addressed the issue with the missing \"ExtendedMessageJson\" data in SleekFlow to ensure more reliable performance. Users can now expect an improved experience with no missing message content. ExpertConnect: app update ExpertConnect has released an update that enhances functionality and improves user experience. The latest changes include: An added \"Edit ticket URL\" feature to the Get Ticket by ID action. A fix for the New Ticket Created trigger's team filtering, which now includes more than the initial 25 teams. Spotler CRM: app update Spotler CRM now supports the ability to find contacts using various phone number fields. This update enhances the flexibility and efficiency of searching for contact information within the CRM. All Digital Rewards: bug fix All Digital Rewards has recently implemented a bug fix to enhance the reward sending selection and execution process. This update ensures a more reliable and efficient user experience when selecting and sending rewards through the platform. Spotify: app update Spotify has enhanced its app with a new response status code to confirm successful runs when adding items to playlists. This update streamlines the process, providing a clear indication of successful additions for better automation flows. Vaunt: app update Vaunt has deployed a fresh update to enhance its Create Lead action. Users can now specify a \"stage\" for the lead throughout the creation process. Additionally, there's a new option to \"skip auto assign,\" providing more control over the lead assignment. Google Vertex AI: bug fix This update addresses a bug fix in the Google Vertex AI app. Users can now input their Project ID correctly in the Send Prompt action, ensuring smoother operation and better task automation. ExpertConnect: app update ExpertConnect now provides a more user-friendly way of tracking ticket statuses. They have introduced a readable status field to replace the previous numeric system (0, 1, 2), offering clearer status indicators with labels such as Unassigned, Assigned, and Closed for enhanced usability. Sesamy: bug fix Fixed an issue with authentication that users may have experienced. This update ensures a smoother sign-in process and enhances overall security. Discord: app update Discord has deployed an update to enhance its messaging features within Zapier. When you send a message to a Channel or Forum Post without specifying a Bot Icon, the Zapier logo will now be used by default. This ensures consistent branding and user experience across the platform. DocumentPro: bug fix Resolved an issue where document uploads were not returning data during the trigger test. Users should now experience improved reliability and functionality in this area. LeadCenter.AI: app update We're thrilled to announce a new feature for LeadCenter.AI on Zapier: lead search capability. With this update, you can: Locate leads by ID, email, phone, or custom fields directly within Zapier. Enhance your lead management process by quickly finding the exact information you need. Save time and streamline your workflow by integrating this search functionality into your automated processes. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26234222665613-Filter-visible-data-in-Table-and-Kanban-components", "final_url": "https://help.zapier.com/hc/en-us/articles/26234222665613-Filter-visible-data-in-Table-and-Kanban-components", "title": "Filter visible data in Table and Kanban components", "help_title": "Filter visible data in Table and Kanban components", "slug": "_platform", "auth_signals": [], "text": "Filter visible data in Table and Kanban components &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Filter visible data in Table and Kanban components Updated April 10, 2026 14:10 You can restrict data displayed on a Table or Kanban component in your form project by using filters, views, or by hiding fields. Available on plans: Free Professional Team Enterprise Filters You can filter records using rules similar to those available for Zapier Tables . When a filter is active, only records or cards that match the filter will be displayed. From the Forms home , click the name of your form project . Click the page where your component is. Click your Table or Kanban component . A sidebar will open. In the sidebar, click the Data tab. Click Filter , three new fields will appear: Click the first dropdown menu to select the field that will be filtered. Click the second dropdown menu to select the rule . Click the text field to enter the value that will be used in the filter. Some rules do not require a value. Click Save changes . Note If you add a filter, the table search becomes unavailable. Create a view for your table to filter it and allow searching. Views You can select a table view to display a subset of data in your Table or Kanban component. From the Forms home , click the name of your form project . Click the page where your component is. Click your Table or Kanban component . A sidebar will open. In the sidebar, click the Data tab. Click the Table View dropdown menu and select the view to display. Remove a view To stop using a view on a component and return to the full table, you must remove the table and re-add it. From the Forms home , click the name of your form project . Click the page where your component is. Click your Table or Kanban component . A sidebar will open. In the sidebar, click the Data tab. On the Table field, click the X icon beside the table's name. This will remove the table from the component. Click the Table field to search and select the table again. Hide fields You can hide specific fields from a table, allowing the component to display only certain information. Table component Kanban component Table component From the Forms home , click the name of your form project . Click the page where your component is. Click your Table component . A sidebar will open. In the sidebar, click the Data tab. Clear the checkbox beside any field you want to hide. Kanban component By default, only fields used to group and title cards appear for Kanban components. From the Forms home , click the name of your form project . Click the page where your component is. Click your Kanban component . A sidebar will open. Select the checkbox beside any fields you want to display. Note You cannot hide the field used to group the cards. Kanban components have a limit of 1,000 items. If your form project has managed users , you can also customize the information displayed by using dynamic filters . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26355822938509-AI-powered-troubleshooting-is-now-available-in-the-editor-too", "final_url": "https://help.zapier.com/hc/en-us/articles/26355822938509-AI-powered-troubleshooting-is-now-available-in-the-editor-too", "title": "AI powered troubleshooting is now available in the editor too", "help_title": "AI powered troubleshooting is now available in the editor too", "slug": "_platform", "auth_signals": [], "text": "AI-powered troubleshooting is now available in the editor too! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 AI-powered troubleshooting is now available in the editor too! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Last year, we added an AI-powered troubleshooting feature in Zap runs in your Zap history. To help you debug in the editor, we made it available there too now! Easily review Zap runs in the left sidebar and generate AI-powered suggestions for any errors your encounter. Learn more about AI-powered troubleshooting . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26294114743181-App-update-Notion-Zoho-Bookings-KonnektiveCRM-StreetText-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/26294114743181-App-update-Notion-Zoho-Bookings-KonnektiveCRM-StreetText-and-many-more", "title": "App update Notion Zoho Bookings KonnektiveCRM StreetText and many more", "help_title": "App update Notion Zoho Bookings KonnektiveCRM StreetText and many more", "slug": "_platform", "auth_signals": [], "text": "App update: Notion, Zoho Bookings, KonnektiveCRM, StreetText, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 App update: Notion, Zoho Bookings, KonnektiveCRM, StreetText, and many more Updated May 29, 2026 18:16 Notion: app update Notion's latest update enhances user productivity and content management capabilities. New enhancements include: The Create Database Item action now supports titles and content exceeding 2000 characters, allowing for more detailed entries. Triggers and actions within Notion now accommodate status field types, providing better workflow customization. Improved markdown support ensures more seamless formatting and data presentation in Notion. You can leverage \"File\" type fields within your automated workflows, enabling both triggers and actions to work with file attachments seamlessly. Zoho Bookings: app update Zoho Bookings now includes new data centers (DCs), expanding its app capabilities on Zapier. With this update, users from Japan (JP), Canada (CA), and Saudi Arabia (SA) data centers can now connect Zoho Bookings with their favorite apps and automate workflows seamlessly on Zapier. KonnektiveCRM: app update KonnektiveCRM has made an update simplifying the partial creation process by no longer requiring a phone number. This change streamlines the setup for users who are managing partials within the CRM, enhancing the functionality and user experience in the platform. StreetText: app update StreetText app now offers more versatility with the addition of 2-way contact syncing capabilities. This update allows for the creation and updating of contacts, the addition and deletion of tags, and ensures that Meta ad audiences are kept current. Enjoy greater control and seamless synchronization with your preferred tools. mailXpert: app update mailXpert has introduced a new action to enhance your email marketing workflows. The Create (Double-Opt-In)/Update a Contact action allows for more responsible email list management by requiring a confirmation email for new subscriptions. This update ensures better engagement with genuinely interested contacts and complies with anti-spam regulations. ActiveCampaign: app update ActiveCampaign has enhanced its app with more informative samples by retrieving the latest modified record for object schema. This update leads to an improved experience in automating workflows by providing users with the most recent and relevant data examples. Ezekia: app update Ezekia has improved its financial feature set with a valuable update. When a revenue entry is converted to an invoice, the revenue details are now included within the invoice response, streamlining financial data management. Ruuster: app update Ruuster's latest update enhances your property search capabilities. This update includes: Support for filtering searches by county and school districts. The addition of a new construction filter to refine your property searches further. WeQuote: app update We've updated the WeQuote app on Zapier to make your project management even smoother! Here's what's new: Trigger when a new project is created, so you can automate workflows as soon as a project kicks off. Trigger for when a project status changes, allowing you to stay updated and trigger actions based on project progress. Sindup: app update Sindup's latest update enhances user management and content organization. Now, you can easily add or remove users within the Sindup platform, streamlining team workflows. Moreover, new functionality to assign tags to folder contents has been introduced, allowing for better sorting and retrieval of information. Transkriptor: app update This update introduces a new \"Transcription Language\" field to the Upload Audio or Video File action. This enhancement ensures that users can specify the language for accurate transcription of their audio or video files. Zuddl: app update Zuddl has released new updates to enhance its app with Zapier. Users can now automate their workflow with greater efficiency using the newly added triggers and actions: New triggers: Zuddl User Activity: This trigger activates when an attendee takes an action in your Zuddl event, providing almost immediate updates. Zuddl Bulk User Activity : Designed for post-event processing, this trigger activates 1 hour after the event ends, summarizing attendee actions. New action: Bulk Registration : This action can be added to any trigger, allowing you to capture registrations in batches for more streamlined event management. Action enhancements: New Registration: The action now supports custom registration form fields, allowing for a more tailored registration process to be passed to Zapier. Knips: app update Knips has released an update that enhances team collaboration. Users can now add team members as post authors directly within the app, streamlining content management and workflow. JobTread: app update JobTread has refined its Zapier app, focusing on enhancing user experience by fixing an issue with the Task Created trigger. This update ensures that the trigger functions as intended, providing a more reliable and efficient workflow for users. Zuddl: app update Zuddl has rolled out an enhancement to its actions with the new Bulk Registration action. This action can be paired with any trigger, allowing users to efficiently capture event registrations in batches. Simplify the process of managing attendee information with this latest update. Superchat: bug fixes Superchat has released some improvements to enhance user experience. Key updates include: Resolved issues affecting email-sending capabilities, ensuring smoother communication. Enhanced error messages for WhatsApp template sending failures, helping to clarify issues when they occur. Close: app update Close has streamlined its app on Zapier by updating the terminology used in its actions. The previous Create Invite action has been re-labeled to Add User , reflecting a move away from the concept of \"invites\". Agency Revolution Fuse: bug fixes We have recently implemented fixes to the Agency Revolution Fuse app on Zapier. These updates have resolved issues with the authentication process and loading campaigns, ensuring a smoother and more reliable connection for all users. Jira Software Cloud: app update Jira Software Cloud brings a new addition to automate your workflows more efficiently with the Find or Create Issue action to streamline your tasks by checking for existing issues or creating new ones without manual intervention. This practical action will save you time and reduce the chances of duplicate issue reporting. ForceManager: bug fixes We've made improvements to enhance your experience with ForceManager. Here's what's new: Corrected fields that store whole number values , ensuring that numerical information is accurately processed. Resolved an issue with multi-value custom fields; you can now select multiple options without encountering errors. Xero: bug fixes We've made some improvements to the Xero app that smooths out your workflow. Here's what's been fixed: Resolved an issue where a unit amount of 0.0 was not being transmitted correctly, leading to validation errors. Enhanced error messages for better clarity and troubleshooting. FastGem: app update FastGem has enhanced its Create Person action with a valuable update. Users can now input a \"Department\" field when creating a person record, allowing for better organization and categorization of contacts within the app. This improvement aims to streamline workflows and improve data management for FastGem users. Formstack: app update Formstack has enhanced its New Submission trigger by adding a new feature that allows users to identify fields by their IDs. This update facilitates a more precise and streamlined workflow when managing submission data. Farmbrite: app update Farmbrite's app on Zapier has received an update designed to enhance efficiency for its users. These improvements include: The New Order trigger now provides the line item total, calculating the quantity by price for each order line item to streamline your order management process. The ability to assign tasks has been improved, now allowing you to assign tasks directly using a user's email address, simplifying the delegation process. JeffreyAI: app update JeffreyAI has just launched an update that enhances your contact management capabilities. Users can now seamlessly add contacts into groups, ensuring better organization and efficiency in handling your connections. This feature simplifies grouping contacts, allowing for more effective communication and outreach strategies. Freshsales Suite: app update and bug fixes Freshsales Suite has rolled out a new update improving user experience and functionality. In this latest version, users can now enjoy a new feature and several bug fixes: The Add Note action has been introduced, allowing users to add notes to records seamlessly. The issue with accounts not being linked to contacts through Zapier is now resolved. The \"Source\" field is properly displayed, and the \"Owner\" field no longer shows null values in Zapier. The Create User and Update User actions have been fixed to ensure contacts are added to the designated list accurately. Exact Online: app update Exact Online has expanded its app capabilities on Zapier with the addition of new features. Users can now automate their workflows more effectively by utilizing the following updates: A new search capability to easily find subscriptions within the app. A new action that allows the creation of subscriptions directly via Zapier. A new search capability to quickly find Cost Centers and Cost Units. You can also create and update them! Rota.fit Connect: bug fix This update addresses a specific issue with Rota.fit Connect related to cross-regional client updates. Previously, some users experienced difficulties updating client information across different regions, but this bug has now been resolved to ensure smooth and consistent performance. Alchemer: bug fix This update addresses a critical bug in Alchemer's New Survey Response trigger. Users encountering issues with trigger inactivity after their survey reached 500 responses can now expect consistent performance, ensuring no new responses are missed. Paigo: app update Paigo has introduced a new Customer Created trigger, allowing for seamless app with downstream systems. This update simplifies automation processes by instantly syncing new customer data across platforms. Docmosis: app update Docomosis has rolled out an enhancement, that now supports line item data. This update enables users to create comprehensive documents featuring lists with multiple items or utilize loops to populate tables efficiently. The feature takes advantage of Docmosis's capabilities in handling repeating sections and rows within templates. mloflo: app update mloflo has enhanced the Add Lead action by introducing new fields specifically for co-borrowers, as well as a restructured format for borrower address fields. These updates offer more precision and organization when managing lead information within the platform. ArcSite: app update ArcSite's latest update enhances the Project Created trigger by adding a Job Number to it. This addition allows users to track and manage projects more efficiently by utilizing job numbers for quick identification and organization within workflows. Tomorro: app update Tomorro's recent update has enhanced its contract management capabilities. Users can now: Add guest signatories directly from templates when setting up a contract, streamlining the contract creation process. Utilize the new Send for Signature action to easily route contracts for signing, further automating workflow efficiency. Dealership Drive: app update Dealership Drive has expanded its Lead Ac", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26421862188941-App-updates-ChatGPT-Stripe-Monday-com-Xero-and-TalentLMS", "final_url": "https://help.zapier.com/hc/en-us/articles/26421862188941-App-updates-ChatGPT-Stripe-Monday-com-Xero-and-TalentLMS", "title": "App updates ChatGPT Stripe Monday com Xero and TalentLMS", "help_title": "App updates ChatGPT Stripe Monday com Xero and TalentLMS", "slug": "_platform", "auth_signals": [], "text": "App updates: ChatGPT, Stripe, Monday.com, Xero, and TalentLMS &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 App updates: ChatGPT, Stripe, Monday.com, Xero, and TalentLMS Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ChatGPT Updated feature: Extended conversation ID support: The Conversation with Assistant action now supports conversation IDs longer than 32 characters to enhance app capabilities. New actions: Check Moderation : Introducing a new action to assist with moderation tasks. Generate Image with DALLE 3 : Enable image generation directly within your workflows using DALLE 3 technology. &nbsp; Stripe Updated feature: Enhanced New Invoice trigger: Resolved an issue where the New Invoice trigger was activated prematurely. The new version 2 trigger now defaults to triggering for 'open' (finalized) invoices instead of draft invoices, ensuring all details are added before activation. New trigger: New Event: Track new events within Stripe to streamline your workflows. Bug fixes: Refined New Payment Link trigger : Updated to activate only for specific products, enhancing its utility and accuracy. Monday.com New feature: Custom Actions enabled: You can now create your own custom actions for Monday.com to tailor functionality to your workflow needs. &nbsp; Xero New triggers: Updated Invoice: Trigger actions when invoices are updated in Xero. New Event : Capture new events in Xero to streamline workflow integration. New action: Create Inventory Item : Easily add new inventory items directly within Xero. &nbsp; TalentLMS New feature: Custom Actions enabled: You can now create your own custom actions in TalentLMS to enhance and personalize your learning management workflows. &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26521810564749-Why-am-I-not-seeing-my-discount-on-the-checkout-page", "final_url": "https://help.zapier.com/hc/en-us/articles/26521810564749-Why-am-I-not-seeing-my-discount-on-the-checkout-page", "title": "Why am I not seeing my discount on the checkout page", "help_title": "Why am I not seeing my discount on the checkout page", "slug": "_platform", "auth_signals": [], "text": "Why am I not seeing my discount on the checkout page? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Why am I not seeing my discount on the checkout page? Updated May 07, 2024 12:50 When you make a purchase in your Zapier account using a discount link or account credit, the total cost without discounts will be shown during plan selection.&nbsp; Discounts and credits are applied at the end of the purchase process.&nbsp; While you're selecting a Zapier plan and any add-ons, you'll see the full price and a message indicating that discounts and credits are applied at the checkout page.&nbsp; When you select your payment method during checkout, you will see the final amount, with any discounts or credits applied to it. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26099470237965-App-updates-Google-AI-Studio-Google-Vertex-AI-Intercom-Files-by-Zapier-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/26099470237965-App-updates-Google-AI-Studio-Google-Vertex-AI-Intercom-Files-by-Zapier-and-many-more", "title": "App updates Google AI Studio Google Vertex AI Intercom Files by Zapier and many more", "help_title": "App updates Google AI Studio Google Vertex AI Intercom Files by Zapier and many more", "slug": "_platform", "auth_signals": [], "text": "App updates: Google AI Studio, Google Vertex AI, Intercom, Files by Zapier and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2024 App updates: Google AI Studio, Google Vertex AI, Intercom, Files by Zapier and many more Updated May 29, 2026 18:16 Google AI Studio: app update Google AI Studio, formerly known as Google Makersuite, marks a significant evolution with its rebranding and the launch of the latest model, Gemini. This update signifies Google's commitment to advancing AI technology and providing users with state-of-the-art tools. Highlights of the update include: Bug fix in Send Prompt action : A crucial improvement has been made to the Send Prompt action. Previously, users experienced failures due to an invalid input field key. This issue has been addressed, greatly enhancing the action's reliability and overall user experience with Google AI Studio. These developments in Google AI Studio offer users more robust and reliable AI-powered functionalities. Google Vertex AI: app update Google Vertex AI has significantly enhanced its action suite with the Gemini Pro model, boosting the accuracy and efficiency of various actions. This update brings notable improvements to the accuracy and efficiency of the following actions: Send Prompt (which also supports Gemini Pro Vision) Analyze Text Sentiment (which also supports Gemini Pro Vision) Write an Email Classify Text Summarize Text Conversation Intercom: app update Intercom's recent update introduces significant improvements and a new feature to enhance user experience and efficiency. Highlights of the update include: The introduction of a new action, Send Message to Contact , allows for direct communication with contacts through Intercom. Enhancements to the Find User action to improve search accuracy. Now, if a user searches with an email address, only one result is returned (as determined by Intercom’s API), with the option to receive an error if multiple results are found, enabling direct account merging in Intercom. An additional improvement ensures that email addresses are automatically converted to lowercase during searches, guaranteeing a match with user data in Intercom regardless of the email case. These updates significantly enhance the functionality of the Intercom app, facilitating better user engagement and data management. Files by Zapier: app update Files by Zapier has introduced a new action called File from Text . This action allows you to create a file directly from text input, filename, and file extension to produce a file. This update opens up new possibilities for automating document creation and management, providing users with an efficient tool for handling text-based file generation. Monday.com: app update You can now create your own Custom Actions using Monday.com. Learn more about creating your own Custom Action today. Asana: app update and bug fix Asana's recent updates introduce new functionalities and address key issues to improve user experience within their workflow automation. Updates include: The addition of the Find Task in Workspace action with custom field support enables users to locate tasks more precisely within their workspace. Enhancements to the Find or Create Task action now include support for custom fields, offering more flexibility in task management. A fix for an error users encountered when using the Create Task action in their Zap workflows, specifically addressing issues related to the lack of access to custom fields on the free Asana plan. These updates ensure a smoother, more efficient task management process, accommodating the intricate needs of Asana users. Stripe: app update Stripe has introduced a new action, Create Invoice , to its suite of functionalities, marking a significant enhancement for users managing financial transactions. This update allows for the seamless creation of invoices directly within Stripe, facilitating a more efficient billing and payment process. ChatGPT: app update and bug fixes We're thrilled to announce recent enhancements and a crucial bug fix to the ChatGPT app on Zapier, aimed at enriching user experience and expanding capabilities. The updates include: Enhancement to Conversation With Assistant action : Memory keys exceeding 32 characters are now automatically shortened, ensuring compatibility within the system’s constraints. This update streamlines workflows by effectively managing longer memory keys. Create images with DALLE 3: With the new Generate An Image With DALL-E action, you can create AI-powered image generation to be seamlessly integrated into your applications through ChatGPT. Bug fix : Resolved an issue where ChatGPT action steps were incorrectly tagged as “private app” or “deprecated” in the Zap editor, ensuring accurate representation and accessibility of the ChatGPT actions within the app. These updates and fixes significantly enhance the functionality and reliability of the ChatGPT app, providing users with more powerful tools for automation and creativity. Airtable: bug fix Airtable has successfully resolved an issue affecting users' workflows. Previously, users encountered 'invalid token errors' in emails related to their Zap workflows. This fix enhances the reliability of Airtable apps on Zapier, ensuring a smoother and more secure user experience without the interruption of token-related errors. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26583719914381-Use-of-AI-within-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/26583719914381-Use-of-AI-within-Zapier", "title": "Use of AI within Zapier", "help_title": "Use of AI within Zapier", "slug": "_platform", "auth_signals": [], "text": "Use of AI within Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Use of AI within Zapier Updated May 29, 2026 21:51 Zapier uses AI (Artificial Intelligence) wherever it can help users achieve more with our products. This is an overview of some of the AI features that Zapier offers, but not an exhaustive list of all places where AI may be used, and may be subject to change. **Product** **Features that use AI** Zap workflows Workflows that connect your apps to automate repetitive tasks. Copilot and AI Zap builder : these optional features use AI to create a new Zap. Describe the workflow you want and get trigger and action steps suggested for you. AI-powered troubleshooting : Troubleshoot from within your Zap run errors to understand the issue and find step-by-step instructions to resolve it. This is an optional feature. Formatter with AI : This optional tool helps you discover formatting options right from the step you’re building. Zapier Tables A no-code solution to store, edit, access, and share the data you need to power your Zap workflows. AI fields : The AI field allows you to connect a Zapier table field directly to OpenAI. You can create a prompt, have the prompt reference data in the table, and generate content. This is an optional feature. Zapier Forms Forms lets you create automation-ready forms with interactive components for your users. AI Theme generator : This optional feature adds the ability to describe what kind of theme you'd like to use and generate different color options. Zapier Chatbots Custom-branded chat apps that can be embedded directly within your website, with the power of Zapier and AI. AI-based product Zapier Canvas Canvas is a diagramming tool that helps you visualize, plan, and automate your processes. Recommendations feature : This optional feature uses AI to recommend steps that could be automated. Zapier Agents Zapier Agents uses AI to automate and complete tasks on your behalf. AI-based product AI Actions The Zapier actions infrastructure used by third-party apps. AI-based product that uses Zapier infrastructure. Note Zapier offers the ability to connect 9,000+ applications; as such, customers may choose to connect AI apps that are not considered part of Zapier’s infrastructure and are not listed here. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26634929317133-Replay-keeps-getting-better", "final_url": "https://help.zapier.com/hc/en-us/articles/26634929317133-Replay-keeps-getting-better", "title": "Replay keeps getting better", "help_title": "Replay keeps getting better", "slug": "_platform", "auth_signals": [], "text": "Replay keeps getting better! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 Replay keeps getting better! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Now, you can replay Zap runs in bulk from inside the Zap editor. Easily choose between errored steps or all steps. No need to select one-at-a-time anymore! Learn more about how to replay Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26623407589645-Give-editing-access-to-a-table-through-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/26623407589645-Give-editing-access-to-a-table-through-Zapier-Forms", "title": "Give editing access to a table through Zapier Forms", "help_title": "Give editing access to a table through Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Give editing access to a table through Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Manage tables Give editing access to a table through Zapier Forms Updated May 06, 2026 16:40 If you want to give a non-Zapier user access to edit a table, you can do so by embedding it in Zapier Forms . Available on plans: Free Professional Team Enterprise Note If you are a member of a Team or Enterprise account, you can give edit access to other account members directly from your table. From the Tables home , click the name of your table . Click the Linked assets icon in the left sidebar. Click the Form tab. Click + Create . A dialog box will open. Click Configure your form . A new tab or window will open with your new form. To set up the permissions for the table: Click the Table view page to view your table. Hover your mouse over the table and click the Edit icon on the top right of the table. A sidebar will open. Click to toggle the switch on next to the permission you want to grant your user: Create: allow users to add new records. When this is on, you can also enter a label for the new record button, in the Button copy field. Edit: allow users to edit existing records. Delete: allow users to delete records. Deleted records are sent to the Trash and can be restored within 30 days. Tip To give view-only access to users, toggle all permissions off. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26165062819725-I-can-t-join-my-employer-s-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/26165062819725-I-can-t-join-my-employer-s-Zapier-account", "title": "I can t join my employer s Zapier account", "help_title": "I can t join my employer s Zapier account", "slug": "_platform", "auth_signals": [], "text": "I can&#39;t join my employer&#39;s Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security I can&#39;t join my employer&#39;s Zapier account Updated May 11, 2026 08:47 If you were invited to join a Zapier Enterprise account and cannot sign up, it may be because your IT administrator has domain capture enabled for your account. This feature allows your organization to automatically grant Zapier access to anyone using an email with their domain. Check if the Zapier app has been assigned to you When your account enables domain capture, your IT administrator must assign the Zapier app to you in your organization’s identity provider (like OneLogin, Google Workspace, or Okta) before you can join. Ask your company's IT administrator to assign the Zapier app to you, then try signing up again. Ask your IT admin for an invite Some organizations may choose to limit access to invited users only. The domain capture dialog box at signup will tell you to contact your admin if it is limited. If your organization uses an invite-only policy, you will need to be invited to the account directly. You will not be able to sign up on your own using your work email. Sign up directly at Zapier.com/signup You must sign up at https://zapier.com/signup using your company email address or Google Single Sign-On (SSO). If you’re still having trouble joining your organization’s Zapier account, contact Zapier support . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26931673926669-Collect-leads-with-Zapier-Chatbots", "final_url": "https://help.zapier.com/hc/en-us/articles/26931673926669-Collect-leads-with-Zapier-Chatbots", "title": "Collect leads with Zapier Chatbots", "help_title": "Collect leads with Zapier Chatbots", "slug": "_platform", "auth_signals": [], "text": "Collect leads with Zapier Chatbots &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Collect leads with Zapier Chatbots Updated May 29, 2026 18:18 You can use the Collect leads logic type to request information from the person chatting and store it in a table, or send it to other apps using Zap workflows . Available on plans: Free Pro Advanced How does this logic type work? During a conversation, the chatbot can ask users for information, and all answers are saved to a table. Users can decline to provide information, and you can decide when and what information to collect. There are two ways to request information: Embedded form (default): Displays a structured form that users can complete and submit. Chat messages : Asks for information through conversational messages. Both methods integrate seamlessly with your chatbot's theme and work in embedded environments. How to set up the logic Lead collection setup changes based on the Chatbots plan you use. Pro plan Advanced plan With the Chatbots Pro plan, you can select from pre-made information fields that can be requested at the beginning of the conversation or after a few messages. Add the Collect lead logic From the Chatbots home , select the chatbot . From the sidebar, click Logic . Click Collect leads . Once you're done editing the available fields, click Create logic . Information collection settings You can decide when and how the chatbot will request information and what it will ask for. When to request information Use the When to ask dropdown menu to define when the chatbot will ask for information: At the beginning of the conversation: The chatbot will ask on the first interaction. After a few messages: The chatbot will wait until the conversation is established before collecting information. This may happen after 2-5 messages are exchanged, depending on which ChatGPT model you're using. What information the chatbot ask for In the Pro plan, you can choose from the following pre-made information fields: Name Email Phone Company By default, all fields are active. Clear the checkbox beside the information you do not want the chatbot to collect. Tip Upgrade to the Advanced plan to create your own fields. Decide how the request is presented You can customize both the timing and format of information collection: Collection method In the Style field, select how the chatbot will collect information: Embedded form (default): Displays a structured form that users can fill out and submit. The form automatically adapts to your chatbot's theme and also works in embedded chatbots. Chat messages : The chatbot will ask for information through conversational messages, one field at a time or all at once. Field presentation When you ask for information through chat messages, you can decide the cadence for requesting information: Click the Cadence dropdown menu. Select: All at once (collect all details in one message) : The chatbot will request all fields simultaneously. Step by step (ask for each piece one at a time): The chatbot will request one field at a time. This option is not available when you select the embedded form. Click Create logic (for a new logic) or Save (for an existing logic). Note The Cadence field is disabled when you select Embedded form as the information collection style. Add the Collect lead logic With the Chatbots Advanced plan, you can create fields to customize what information is requested. You can also request information when specific keywords are used. From the Chatbots home , select the chatbot . From the sidebar, click Logic . Click Collect leads . Once you're done editing the available fields, click Create logic . Information collection settings You can decide when the chatbot will ask for the information and what information it will request. When to request information Use the When to ask dropdown menu to define when the chatbot will ask for information: At the beginning of the conversation: The chatbot will ask on the first interaction. After a few messages: The chatbot will wait until the conversation is established before collecting information. This may happen after 2-5 messages are exchanged, depending on which model you're using. When certain keywords are used: The chatbot will only ask for information if one of the selected keywords is used. What information the chatbot ask for On the Advanced plan, you can create up to 10 custom information fields. The chatbot will have four prefilled fields: Name Email Phone Company You can edit those fields, or add more. Edit an existing field From the sidebar, click Logic . Click Collect leads . In the Fields section, edit the text in an existing field . Click Create logic (for a new logic) or Save (for an existing logic). Add new fields From the sidebar, click Logic . Click Collect leads . In the Fields section, click + Add field . A new field will appear. Click the dropdown menu beside the text field to select the field type. These will determine how the content is formatted in your table . Enter the field title in the text field. Click Create logic (for a new logic) or Save (for an existing logic). Note The field title will be used in context, so you do not need to worry about capitalization. Delete a field From the sidebar, click Logic . Click Collect leads . Click the delete icon beside the field you want to remove. Click Create logic (for a new logic) or Save (for an existing logic). Decide how the request is presented You can customize both the timing and format of information collection: Collection method In the Style field, select how the chatbot will collect information: Embedded form (default): Displays a structured form that users can fill out and submit. The form automatically adapts to your chatbot's theme and also works in embedded chatbots. Chat messages : The chatbot will ask for information through conversational messages, one field at a time or all at once. Field presentation When you ask for information through chat messages, you can decide the cadence for requesting information: Click the Cadence dropdown menu. Select: All at once (collect all details in one message) : The chatbot will request all fields simultaneously. Step by step (ask for each piece one at a time): The chatbot will request one field at a time. This option is not available when you select the embedded form. Click Create logic (for a new logic) or Save (for an existing logic). Note The Cadence field is disabled when you select Embedded form as the information collection style. Create your own keywords If you select the option \"When certain keywords are used\" in the Collect this info dropdown menu, you can enter keywords that must be used in the conversation to start the data collection. You can add multiple keywords, such as different product names. Bear in mind that: You can add up to 10 keywords. Keywords are not case-sensitive. The chatbot will also trigger for similar words. For example, if you use the keyword \"pricing\", it will also trigger for \"prices\", \"price\", and related terms. Add a new keyword From the sidebar, click Logic . Click Collect leads . In the Keywords section, click + Add keyword . Enter your keyword or phrase in the text field. Click Create logic (for a new logic) or Save (for an existing logic). Delete a keyword From the sidebar, click Logic . Click Collect leads . Click the delete icon beside the keyword you want to remove. Click Create logic (for a new logic) or Save (for an existing logic). Send the information to other apps When you use the Collect lead logic type, the chatbot stores all information submitted in a Zapier Tables record , even if you collect data at different stages of a conversation. If you prefer to store the data elsewhere, you can delete the table created by the chatbot at any time. To save the information in another app, create a Zap to send the data to other apps. Using Zap workflows also allows you to create other actions, such as alerting your sales team of a new lead or automatically sending a coupon to the user via email. Note If you have a Zap that collects chat transcripts , lead information is already included with the content of the Chatbot conversation completed trigger, so you do not need to create a separate Zap for the lead information. You can also set up a Zap that triggers from Zapier Tables to send lead information and transcript data to other apps. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27001336650637-Add-a-billing-or-IT-contact-to-your-account", "final_url": "https://help.zapier.com/hc/en-us/articles/27001336650637-Add-a-billing-or-IT-contact-to-your-account", "title": "Add a billing or IT contact to your account", "help_title": "Add a billing or IT contact to your account", "slug": "_platform", "auth_signals": [], "text": "Add a billing or IT contact to your account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Add a billing or IT contact to your account Updated April 10, 2026 15:52 During checkout, you can add additional billing and IT contacts to your Zapier account. This ensures the right people are contacted about the specific aspects of the account. Adding another email address as a billing or IT contact does not give them access to your Zapier account. Available on plans: Free Professional Team Enterprise Add a billing or IT contact By default, the account owner's email will be used as the contact for all areas. However, you can assign that role to another person when you change or upgrade your plan , for any Zapier product. To do this: On the last step of the checkout process, clear the checkbox for I am the billing contact or I am the IT contact , or both. When you clear a checkbox, a text field appears where you can add their email address. Enter the email address in the field. Click Save . If you haven't yet, select your payment method and enter your billing information . Click Pay now . Update a contact email address Your billing and IT contact emails do not appear on your account. If you need to update the address for one of them, contact your Customer Service Manager. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27091382060173-App-update-Constant-Contact-Dropbox-Eventbrite-Intercom-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/27091382060173-App-update-Constant-Contact-Dropbox-Eventbrite-Intercom-and-many-more", "title": "App update Constant Contact Dropbox Eventbrite Intercom and many more", "help_title": "App update Constant Contact Dropbox Eventbrite Intercom and many more", "slug": "_platform", "auth_signals": [], "text": "App update: Constant Contact, Dropbox, Eventbrite, Intercom, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 App update: Constant Contact, Dropbox, Eventbrite, Intercom, and many more Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Constant Contact: new features and bug fixes New features: New Unsubscriber trigger : A new trigger for detecting new unsubscribers has been added, enhancing user management capabilities. Remove Contact From List action : Users can now directly remove a contact from a specific list, streamlining list management. Add Contact to List action : Adding contacts to lists is now simpler and more intuitive, improving workflow efficiency. Bug fixes: The Update Contact action no longer returns a \"Cannot read property 'forEach' of undefined\" error when the optional input field “List” is empty, ensuring smoother operation under various conditions. The Update Contact action also no longer returns an \"Error: tag_ids is not iterable\" error when the optional input field “Tags” is empty, enhancing functionality and reliability. Dropbox: new features and enhancements New trigger: New or Updated File: Expanding beyond the original New File trigger, users can now automate actions for both newly created and updated files, enhancing workflow automation. Enhancements: New File in Folder and New Folder triggers: These triggers now include options to activate on subfolder activities, not limited to the parent folder, allowing for deeper directory integration. Find File and Find Folder search actions : Enhancements include the ability to search within subfolders, improving file and folder discoverability across more complex folder structures. Updated file support: Dropbox now supports files up to 500MB, a significant increase from the previous 100MB limit, accommodating larger files and broadening usage scenarios for users. Eventbrite: new enhancements New Order trigger: Now includes additional output fields for Payment type, Marketing Opt-In info, and Organization Details, providing more comprehensive data for event management. New Attendee Registered trigger: Enhanced with new output fields such as Settings for Ticket Buyer, Contact List Options (Marketing Opt-In), Event Format, Event Organizer Details, and Event Checkout Preferences, offering deeper insights and customization options for event organizers. Intercom: new trigger and enhanced actions New trigger: Updated Contact: Users can now trigger workflows when contact information is updated, ensuring data across systems remains synchronized. Enhanced Actions: Send Incoming Message : This action has been expanded to work with any type of contact (lead, user, visitor), and now supports searching by both email address or Contact ID. Additionally, it includes validation to check for non-existent or duplicate contacts, enhancing reliability and usability. Improved triggers with real data : The triggers for New Conversation and Tag Added to Conversation have been updated to include real sample data, providing more accurate and useful examples for setting up automation. Marketo: new triggers and enhanced search functionality New triggers: Updated Lead: Automate workflows whenever lead details are updated, ensuring real-time data accuracy and responsiveness. New Form Submission : Trigger actions when a new form is submitted, enhancing lead capture and follow-up processes. Enhanced search capability: Find Lead Search : The search function now allows for the retrieval of additional fields beyond just the lead’s name and email address, enabling more comprehensive data access for targeted marketing efforts. Pardot: new trigger, enhanced account support, and bug fixes New trigger: New or Updated Prospect: Expanding beyond just new prospects, this trigger now also activates for updates to existing prospects, enhancing data management and engagement strategies. Enhancements: Support for Pardot “sandbox” accounts: In addition to the existing production and demo options, users can now connect to Pardot sandbox accounts, facilitating testing and development without affecting live data. Bug fixes: Authentication test adjustment: The authentication test now correctly utilizes a Pardot endpoint instead of a Salesforce endpoint, correcting the previous issue that could falsely indicate a successful connection. Create Prospect action update: Fixed an issue with the Create Prospect action by removing the option to select Pardot’s v5 API, which is not supported. The app continues to support only v3 and v4. Schedule by Zapier: new customizable triggers and enhanced scheduling options New trigger setting: Custom Frequency: Users can now set their own intervals for triggers, including days, weeks, or months. This allows for specific scheduling such as \"Every Other Week\" or \"Once Per Quarter\" without needing additional tools like Filters or Google Calendar. Enhanced trigger options: Time offsets: For all triggers, users now have the option to pick specific times with new :15, :30, and :45 minute offsets, or even set a custom time, offering unparalleled precision in scheduling. Multiple-day selection: Triggers like \"Every Week\" and \"Every Month\" now allow for the selection of multiple days within the same period, e.g., every Monday, Wednesday, and Friday, or on the 1st and 7th of every month. New output field: Next Occurrence: All triggers now include a “Next Occurrence” output field, which provides confirmation of when the Zap is scheduled to trigger next, aiding in better planning and transparency. Learn more in Schedule Zap workflows to run at specific intervals. Shopify: bug fixes Find or Create Customer action: The action now returns the same output fields regardless of whether a customer is found or created, ensuring consistency in data handling and outputs. Create Order action: Fixed an issue where entering a value of 0 for the Shipping Price input field incorrectly sent a NULL value. This change ensures accurate data transmission and order processing. Square: new search and enhanced trigger New search: Find Customer by ID: Users can now efficiently locate customer information using the customer ID, streamlining operations and enhancing customer service. Enhanced trigger: New Appointment trigger : The trigger for new appointments now includes customer data, providing more comprehensive information for each booking, facilitating better preparation and personalization of services. WordPress: new search capabilities, enhanced post and user actions, and important bug fixes New Search: Find User and Find or Create Use r: Enhances user management by allowing searches for users by specific criteria and, if necessary, creating new user accounts seamlessly. Enhanced actions: Create Post and Update Post: Now support custom post types, expanding the flexibility and applicability of content management within WordPress. Create User : This action has been upgraded to support custom roles, allowing for more tailored user access and control beyond the default roles provided by WordPress. Enhanced Trigger: New Post: This trigger now includes direct links to image/media files associated with posts, streamlining content management and processes. Bug fixes: Optimized Post triggers : The New Post and Updated Post triggers have been updated to request less data, addressing issues with response payload sizes exceeding limits and improving overall performance. Updated WordPress Plugin : The plugin now uses an updated version of the Firebase/JWT library, resolving compatibility problems with other plugins and enhancing stability and security. Xero: New features and enhanced invoice creation New features: New Purchase Order trigger: Users can now automate workflows triggered by the creation of new purchase orders, enhancing order management and financial tracking. Create Project action : This new action allows users to initiate projects directly within Xero, facilitating project tracking and financial management from inception. Enhanced made to the Create Sales Invoice action: Discount options: Now supports a \"Discount Amount\" input field, providing more flexibility in how discounts are applied, alongside the existing \"Discount %\" field. Expanded contact details : The action now includes additional Contact input fields such as Contact Address, Contact Phone, Contact Bank Account, Contact Tax Number, and Contact Number fields, enabling more comprehensive data capture during invoice creation. Invoice URL : For invoices not in \"draft\" status, the action now includes the invoice’s URL, providing immediate access to the finalized invoice for quicker review and distribution. Zoom: new triggers and enhanced meeting insights New triggers: New Participant Joined Webinar or Meeting: Automate actions or gather analytics whenever a new participant joins a webinar or meeting, enhancing engagement tracking. New Audio Transcript: Trigger actions when a new audio transcript is available, facilitating content accessibility and documentation. Enhanced meeting details: New Meeting trigger: Now includes additional output fields, providing richer data about meetings such as participant details, meeting duration, and other relevant metadata, improving meeting analytics and follow-up actions. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26559132765325-How-is-Zapier-Agents-usage-measured", "final_url": "https://help.zapier.com/hc/en-us/articles/26559132765325-How-is-Zapier-Agents-usage-measured", "title": "How is Zapier Agents usage measured", "help_title": "How is Zapier Agents usage measured", "slug": "_platform", "auth_signals": [], "text": "How is Zapier Agents usage measured? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents How is Zapier Agents usage measured? Updated May 29, 2026 18:18 Your Zapier Agents usage is measured by the number of activities your agents use and is limited by the plan you choose. This guide explains how billing and usage cycles work and what is considered an agent activity. Plan comparison Plan Activities per month Testing counts toward quota Activities per run Agent sharing Free 400 Yes 10 No Pro 1,500 No 40 No Enterprise Custom No 40 Yes The Activities per run column shows the limit for each individual agent run. This safeguard prevents a single run from consuming your entire monthly quota. If your agent reaches this limit and has more actions to complete, it will request your input before continuing. For full pricing details, visit the Zapier Agents pricing page . What is an activity? An activity is any billable action that your agent takes. Each time one of the following happens in Zapier Agents, it's counted as one activity: An agent uses a trigger. The agent answers a question using a knowledge source. The agent runs an action. The agent performs a web browsing or scraping request. The agent performs a web search. You send a message to an agent using the Chrome Extension . Note Paid plans: Testing an agent does not count as an activity. Free plan: Tests count toward your monthly activity quota. Using activities does not affect your Zapier task usage . Usage examples Example 1 - using the agent directly You have an agent that runs once a day and does the following: Checks your email inbox for a specific keyword. Summarizes each email that contains that keyword. Runs an action that adds each as a new task on your Trello board. Runs another action to send you a message on Slack about the new tasks. Each morning, if only one email is found, this action will count as four activities. If two emails with the specific keyword are found, this action will be counted as seven activities. The first check would bring both emails, so it would not be run twice. Example 2 - using the agent through the Chrome extension You navigate to a LinkedIn profile and send a message to your agent through Zapier Agents's Chrome extension . This triggers the following: The agent uses the information in the profile to determine whether a person's current company is already listed in your knowledge source . If it's not in the knowledge source, the agent then does a web search for more information on the company. Finally, the agent runs an action that adds new company information to your knowledge source. Result 1 - The company is already in the knowledge source If the company is already in the knowledge source, this process counts as three activities: Send a message through the Chrome extension. Use a trigger. Search for an answer within the knowledge source. Result 2 - The company is not in the knowledge source However, if the company is not there, it counts as five activities: Send a message through the Chrome extension. Use a trigger. Search for an answer within the knowledge source. Search the web for information on the company. Runs an action that adds new information to the knowledge source. Activity usage in multi-user plans In Team and Enterprise Zapier accounts , all the users on your account will share the total number of activities. Manage your billing Zapier Agents is billed as an add-on to your Zapier account. Learn how add-ons work , including how they appear on your invoices and how you can cancel an add-on. Agents billing cycles The activities included in your Zapier Agents plan last for a month, and the limit is reset on the same date every month (the billing date). Your billing date is the date when you signed up for your Zapier account or the date you last upgraded your Zapier plan . If you signed up on January 10th, for example, your usage will reset every month on the 10th. This applies to both monthly and annual plans. Upgrading your Agents plan You can upgrade your Zapier Agents account at any time. The way upgrades work depends on whether it's your billing date or not. Upgrading on the billing date Upgrading outside the billing date Upgrading on the billing date If you upgrade on your billing date, your activity limit is reset, and you will be charged the full amount at that time. Upgrading outside of the billing date If you upgrade your Agents plan on any day other than your billing date, you'll be charged a prorated amount. Zapier calculates the remaining time on a per-day basis and issues a credit that's used before charging your payment method. Unlike in a Zapier plan, your usage will not reset. Instead, the number of activities in your account will be increased to the new plan's limit. What happens if I reach the activity limit? If you reach your plan's activity limit: Your agents will no longer run. You will not be able to use any actions. The agent will not be able to browse or scrape web pages. The agent will not run web searches. Your agents will not receive trigger events from any apps. Your agents will not be able to find data on your knowledge sources. Your agent will not be available through the Chrome extension. You can still chat with your agent even if you reach the activity limit. Zapier will email you once you reach 80% of your activity limit and again once you reach your full limit. Note Occasionally, your agents may accrue activities beyond your plan's limit to finish a run. You will not be charged for these extra activities. However, you will not be able to run new activities until your next billing date or until you upgrade your plan . Manage your usage Zapier Agents displays your activity usage in the left sidebar. Click Activities to see how your agents are using activities. If you're a member of a Team or Enterprise account , the Activities counter you see is for the entire account. However, the Data usage page will only display activities related to your own agents, actions, and knowledge sources. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27110640483597-Restricted-actions-is-now-in-open-beta", "final_url": "https://help.zapier.com/hc/en-us/articles/27110640483597-Restricted-actions-is-now-in-open-beta", "title": "Restricted actions is now in open beta", "help_title": "Restricted actions is now in open beta", "slug": "_platform", "auth_signals": [], "text": "Restricted actions is now in open beta &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 Restricted actions is now in open beta Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Beta This feature is in open beta . It’s available for use but still in active development and may change. The restricted actions feature is now available to all users on Enterprise accounts. We've also added the ability to set up more granular controls - you can easily tailor restricted actions by individual member or team in your account.&nbsp; Allowed apps is even better! Now, not only can you limit which actions your team uses in Zapier, you have even more granular control-- easily exempt specific members and teams in your account from action restrictions.&nbsp;&nbsp; Learn more about managing access to apps in your Company account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27163808375949-Rate-limits-for-Zapier-Tables-and-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/27163808375949-Rate-limits-for-Zapier-Tables-and-Zap-workflows", "title": "Rate limits for Zapier Tables and Zap workflows", "help_title": "Rate limits for Zapier Tables and Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Rate limits for Zapier Tables and Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Rate limits for Zapier Tables and Zap workflows Updated May 29, 2026 18:17 When you use Zapier Tables with Zap workflows , if a large number of actions occur within a short time span, they are throttled (limited) to reduce their frequency. This is known as rate limiting. These limitations exist to ensure that Zapier's infrastructure can serve all customers efficiently. Note Zap steps that use other apps have different rate limits. Learn more about throttling and rate limits for Zap workflows . Rate limits Rate limits apply whenever a table is used together with a Zap. A Zapier Tables step in a Zap can perform a maximum of: 450 requests every 60 seconds 150 requests every 5 seconds Rate limits apply for each Zap and table combination. If you have three Zap workflows linked to the same table, each Zap has its own limit. If they run at the same time, they can perform a total of 1,350 requests per minute and 450 requests every 5 seconds, combined. What happens if a limit is exceeded If a Zap step exceeds the rate limits, you will see an error message in the Zap run letting you know how long to wait before you can retry. If you use autoreplay with your Zap workflows, it will automatically retry your steps. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27310207159053-Zapier-Forms-quick-start-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/27310207159053-Zapier-Forms-quick-start-guide", "title": "Zapier Forms quick start guide", "help_title": "Zapier Forms quick start guide", "slug": "_platform", "auth_signals": [], "text": "Zapier Forms quick start guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier Zapier Forms quick start guide Updated May 29, 2026 18:15 Zapier Forms is a no-code way of creating custom forms and pages with interactive components for your users. Forms can connect to Zap workflows , allowing you to move information between apps seamlessly. Why should I use Zapier Forms? Zapier Forms helps you to: Collect leads for your business : Create a form to collect lead information and send it directly to your CRM software or your Sales team. Create request submissions to manage tasks : Build forms that allow users to submit requests, then automatically assign owners, track the status of tasks, and send notifications to your team. Note Certain components and features are only available on paid plans. Learn more about Zapier Forms pricing . Create your first form Log in to Zapier Forms . Click + Create and let AI generate your form or start from an existing table in Zapier Tables . Add pages You can add multiple pages and define how they interact with each other. You can use page navigation to send form users to different pages when they submit a form, for example. Add components Components are pieces that you can put together to build a powerful project surrounding your form. You can add kanban boards, tables, media, and embed content from other sites. Learn more about the types of components . Add your domain On the Team and Enterprise plans, you can use your own domain or subdomain with any form project. Set permissions for your form project Secure your form project by limiting who can access it. Public access: anyone can view the form project. Give access to specific users: only users you've invited by email can view that form project. Set a password: any user you've shared the password with can view the form project. You can also decide how users log in: Receive a magic link. Log in through Google. You can set up different permission options for each form project you create. Learn how to set up access permissions . Customize the design Customize the look of your form project by: Changing the theme colors. Adding your own logo. Adding a favicon. Learn more about how to customize your form project's design . Next steps Need some ideas on how to use Zapier Forms? Learn how to build a customer portal or create a lead capture form . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27488706318477-The-Zap-editor-just-got-an-upgrade", "final_url": "https://help.zapier.com/hc/en-us/articles/27488706318477-The-Zap-editor-just-got-an-upgrade", "title": "The Zap editor just got an upgrade", "help_title": "The Zap editor just got an upgrade", "slug": "_platform", "auth_signals": [], "text": "The Zap editor just got an upgrade! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 The Zap editor just got an upgrade! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've overhauled the Zap editor! With sleek new navigation and a redesigned app picker dialog box, we've made building Zap workflows easier and faster. Learn more about all of the functionality in the Zap editor . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27130807748365-Groups-steps-in-Canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/27130807748365-Groups-steps-in-Canvas", "title": "Groups steps in Canvas", "help_title": "Groups steps in Canvas", "slug": "_platform", "auth_signals": [], "text": "Groups steps in Canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Groups steps in Canvas Updated February 17, 2026 12:57 When you build a canvas , you can group steps and other objects to move them together, and label these groups. This can be useful if they are related to a specific part of a project or are the responsibility of a specific team. Add a group From the Canvas home , click the name of your canvas . Click the Group tool icon on the toolbar at the bottom of the screen. In the canvas, click and hold the mouse button on any blank space and drag the cursor over the objects you want to group. Once all the objects you want are within the box, release the mouse button . The group will be surrounded by a box with the label \"Untitled group\". Add a label to a group From your canvas screen: Once you have added a group to your canvas, from your canvas screen, double-click the group label field at the top left of the group box. Enter a title for the group. On your keyboard, press Enter or click your mouse button outside of the label field . Move a group From your canvas screen: Hover your cursor over any empty space in the group box . A hand cursor will appear. Click and hold the box , then drag the group to its new position Delete a group From your canvas screen: Using the Select tool or the Hand tool , hover your cursor over any empty space in the group box . Right-click your mouse button . Click Delete . If you delete a group, the objects within it are not affected. Add an object to an existing group You can add an existing object by clicking and holding it, then dragging it into a group.&nbsp; Remove an object from a group You can remove an object from a group by deleting it . If you'd like to keep the object, you must delete the existing group and create a new one, without selecting that object. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27309802003341-Collect-transcripts-for-your-chatbot-conversations", "final_url": "https://help.zapier.com/hc/en-us/articles/27309802003341-Collect-transcripts-for-your-chatbot-conversations", "title": "Collect transcripts for your chatbot conversations", "help_title": "Collect transcripts for your chatbot conversations", "slug": "_platform", "auth_signals": ["oauth"], "text": "Collect transcripts for your chatbot conversations &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Collect transcripts for your chatbot conversations Updated February 17, 2026 12:51 The Chatbots Run Zap logic type allows you to create a Zap to automatically collect a full transcript of a chatbot conversation. Then, you can send it to any app you want. You can use this to review conversations and understand what customers ask about, for example. This feature is available to all Chatbots plans.&nbsp; Tip If you use a Collect lead logic with your chatbot, the collected information will be included when a transcript is created. 1. Add Run Zap logic From the Chatbots home , click the name of the chatbot . Click the Logic tab.&nbsp; Click Run Zap . Click&nbsp; Create Zap . A new browser tab or window will open with a new Zap. Note The Zap will trigger 5 minutes after the last message is sent to the chatbot, and a message will appear in the conversation window showing that it has ended.&nbsp; If no Zap is connected to the chatbot, conversations do not appear as ended. Conversations in the chatbot preview window will not trigger the Zap. 2. Set up your Zap Creating the logic generates a new Zap with the trigger already filled in. The Chatbot Conversation Completed trigger will be pre-selected with your chatbot ID. You can then continue setting up your Zap by adding a Zap action . Example You have a chatbot that provides product information for your visitors. You'd like to review what customers are asking the chatbot to know what are the most popular products and questions. You can set up a Run Zap logic for your chatbot, and use two Zap actions that will work with the conversation transcript: Summarize text in ChatGPT. Create Record in Zapier Tables. Once the conversation triggers the Zap, it will send ChatGPT the full transcript to summarize. It'll then be stored in a new table record, which you can review weekly to understand what customers are asking about. &nbsp; &nbsp; Tip If you use a Collect lead logic with your chatbot, the collected information will be included when a transcript is created.&nbsp; If your chatbot is embedded in a form with managed users , the user's name and email will be sent along with the other fields.&nbsp; Save the transcript alongside lead data When you use the Collect leads logic, the information collected is automatically stored in Zapier Tables. You can save the conversation transcript to the same table. This allows you to connect the transcript to the right lead.&nbsp; In the new Zap you created for your Run Zap logic, add a Zap action , using the Find Record action in Zapier Tables. Click the Table ID dropdown menu and select the table you use to collect leads for the chatbot. Click the Lookup Field 1 dropdown menu and select the field Chatbot Session ID . Click the Lookup Value dropdown menu and scroll down to map the field Chatbot Session ID from the trigger step. This allows the Zap to compare the IDs of existing records and the new conversation transcript. Tip If you'd like to save the transcript even when the user has not provided any data, select the Create Zapier Tables Record if it doesn’t exist yet? checkbox and map the fields with data from the trigger. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Let users take action during conversations&nbsp; You can use the Zap button logic to allow users to take actions during a chatbot conversation. The user can trigger a Zap by clicking a button during the conversation. Learn how to set up a Zap button logic . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27697016307341-Add-a-button-to-a-page", "final_url": "https://help.zapier.com/hc/en-us/articles/27697016307341-Add-a-button-to-a-page", "title": "Add a button to a page", "help_title": "Add a button to a page", "slug": "_platform", "auth_signals": [], "text": "Add a button to a page &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Add a button to a page Updated January 15, 2026 14:42 The Button component in Zapier Forms allows you to add interactive buttons to your pages. These buttons can be styled and can perform different actions when clicked, such as navigating to another page, opening an external URL, or triggering a Zap. Available on plans: Free Professional Team Enterprise Add a button To add a button to a page: From any page in your form project, click the plus sign at the bottom of the page. In the Add Component sidebar, click the Button component . The settings sidebar will open. Customize your button In the Content tab, you can customize the button to fit your form project design and functionality: Change the text : click on the Button label field to edit it. Button type : choose between primary (color-filled) or secondary button (colored border) types. This is based on your form project's theme . Height : adjust the height of the button. Width : decide if the button should fill the entire width of the available space or fit the content of the button label. Alignment : align the button to the left, right, or center of the space. Color : choose the form project theme's color or a specific color for the button's text and background. You can pick a color swatch or use a Hex color code . All changes to these settings are saved automatically. Button actions The Button component can perform actions when clicked. You can select one of the actions below: Navigate to page: send the visitor to another page within the form project. Open external URL: sends the user to an external URL. You can choose to open it in a new tab or the same tab. Show notification: display a notification message, such as \"You've clicked the button!\". Trigger a Zap: create a Zap that triggers when the button is clicked. This allows you to use logged-in user information, such as email and name, to perform other Zap actions. The Show notification action can be used together with the Trigger a Zap action. This means you can initiate a Zap action, such as sending an email with information to the logged-in user, and let them know the email is sent within the form project page. Other actions can only be used on their own. Add an action On your form project page, click anywhere on an existing Button component . A sidebar will open. Click the Actions tab. Click Add action . In the Action dropdown menu, select the action type . Fill out the required fields . Click Save . Note If you select the Trigger a Zap action, you must click Create Zap before you can complete setting up the button action. A new page or tab will open with the Zap trigger already created, and you can set up your Zap actions. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27495695093517-Include-error-messages-in-your-error-handlers", "final_url": "https://help.zapier.com/hc/en-us/articles/27495695093517-Include-error-messages-in-your-error-handlers", "title": "Include error messages in your error handlers", "help_title": "Include error messages in your error handlers", "slug": "_platform", "auth_signals": [], "text": "Include error messages in your error handlers &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 Include error messages in your error handlers Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. You asked, we listened! Now, you can include the error message in your error handler! We now return the error message as a field that you can map in any of your error handler steps. Learn more about using error messages in your error handlers . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/26343431960461-Announcing-more-Copilot-features", "final_url": "https://help.zapier.com/hc/en-us/articles/26343431960461-Announcing-more-Copilot-features", "title": "Announcing more Copilot features", "help_title": "Announcing more Copilot features", "slug": "_platform", "auth_signals": [], "text": "Announcing more Copilot features &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 Announcing more Copilot features Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Building on the release of Copilot, now, you can use Copilot to: Build your Zap one step at a time (progressive building), in addition to Zap outline creation. Use Copilot to edit previously published Zap workflows. Add or replace existing steps in your Zap. Auto-select app connections for you. Build even faster with Copilot. Learn how to use Copilot to build Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27637668109325-App-updates-Wordpress-SQL-Server-PostgreSQL-Shopify-ChatGPT-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/27637668109325-App-updates-Wordpress-SQL-Server-PostgreSQL-Shopify-ChatGPT-and-many-more", "title": "App updates Wordpress SQL Server PostgreSQL Shopify ChatGPT and many more", "help_title": "App updates Wordpress SQL Server PostgreSQL Shopify ChatGPT and many more", "slug": "_platform", "auth_signals": [], "text": "App updates: Wordpress, SQL Server, PostgreSQL, Shopify, ChatGPT and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 App updates: Wordpress, SQL Server, PostgreSQL, Shopify, ChatGPT and many more Updated October 03, 2025 15:30 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. WordPress We’ve made some improvements to the WordPress app. We’ve added the following new triggers: Updated Post Status Post Updated We’ve also fixed a bug in the Updated Post trigger that caused not all updated posts to trigger. This has now been resolved and works as expected. &nbsp; SQL Server We’ve added a new action to the SQL Server app. With Find Rows via Custom Query action , you can write your own search criteria for precise data retrieval. &nbsp; PostgreSQL We’ve added a new action to the PostgreSQL app. With Find Rows via Custom Query action, you can simplify complex data exploration by letting you define your search logic. &nbsp; Shopify We’ve made a bunch of improvements to the Shopify app: We’ve now added Update Order action. We’ve improved the Create Product Variant action. It now supports these fields: Barcode Weight Unit Requires shipping Image Customs information &nbsp; ChatGPT We’ve added a new functionality to the ChatGPT app. The Conversation action now supports GPT-4o model! &nbsp; Microsoft Teams We’ve added a new trigger to the Microsoft Teams app. We’ve added a new trigger New Reply to Message. Now you can take action when someone replies in a Teams conversation, enabling automation based on ongoing discussions. &nbsp; Google Vertex AI The Google Vertex AI app now supports Gemini 1.5 Pro, Flash, and Experimental models (including Ultra). You can also send images and videos to the Flash model! &nbsp; Anthropic We’ve updated the Anthropic app to include: Support the latest vision models. You can use Claude 3 models to generate images! &nbsp; Google Ads We’ve improved the Send Offline Conversion action. You can now set two new fields: WBRAID GBRAID These fields were introduced to Apple’s ATT policy. As a result, the GCLID field has been removed for iOS traffic. &nbsp; AI by Zapier We’ve improved the AI by Zapier app by increasing the character limit for the Parse Any Data from Freeform Text action. Now, you can enter up to 10,000 characters for all data input (examples) and outputs combined. This allows you can handle large amounts of content, like emails, for more accurate data extraction and analysis. &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27571014521741-Change-the-layout-of-a-page", "final_url": "https://help.zapier.com/hc/en-us/articles/27571014521741-Change-the-layout-of-a-page", "title": "Change the layout of a page", "help_title": "Change the layout of a page", "slug": "_platform", "auth_signals": [], "text": "Change the layout of a page &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Change the layout of a page Updated April 10, 2026 14:10 The Layout component in Zapier Forms allows you to organize other components horizontally, into 2 or 3 columns. This can be useful for lead generation pages, for example, where the layout can impact conversion rates. Available on plans: Free Professional Team Enterprise Add the component to a page From any page in your form project, click the plus sign at the bottom of the page. A sidebar will open. In the Add Component sidebar, scroll and click the Layout component . A sidebar will open. Change the Layout component settings The Layout component offers different settings: The Columns dropdown menu allows you to select either 2 or 3 columns. This determines the number of components that can be added. Add a title for the component in the Title field, or leave it blank to hide the title. Use the Width field to adjust how much horizontal space the Layout component uses. Change the alignment of the Layout component on the page with the Alignment field. Add nested components Each Layout component can have up to three columns, where you add a nested component, i.e. any other type of component available in Zapier Forms. The number of components you can add depends on the number of columns you've selected, and the type of components already included. Learn more about the limitations of the Layout component. To add a component within the Layout component: From the Layout component settings sidebar, click Add component . A dialog box will open. Select the component type you want to add. Depending on the number of component columns already used, some types may not be available. Repeat these steps to fill the other columns. Once you add a nested component, the type of the component will be shown within the field. Click and hold the drag icon to move the nested component to a different position. Click the nested component name or the arrow to review its settings. Limitations When using the Layout component to structure your pages, keep in mind: The Layout component can have a maximum of 3 columns. A Table or Kanban component requires at least 2 columns. If you use one of these, you can only add one more nested component to a 3-column Layout component. If your Layout component has 3 components, you must delete one before you can switch from 3 to 2 columns. It's not possible to move existing components on your page into a Layout component. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27091238912397-App-updates-Microsoft-Teams-Events-ChatGPT-Shopify-Stripe-Google-AI-Studio-and-more", "final_url": "https://help.zapier.com/hc/en-us/articles/27091238912397-App-updates-Microsoft-Teams-Events-ChatGPT-Shopify-Stripe-Google-AI-Studio-and-more", "title": "App updates Microsoft Teams Events ChatGPT Shopify Stripe Google AI Studio and more", "help_title": "App updates Microsoft Teams Events ChatGPT Shopify Stripe Google AI Studio and more", "slug": "_platform", "auth_signals": [], "text": "App updates: Microsoft Teams Events, ChatGPT, Shopify, Stripe, Google AI Studio, and more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 App updates: Microsoft Teams Events, ChatGPT, Shopify, Stripe, Google AI Studio, and more Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Microsoft Teams Events Introducing the new Microsoft Teams Events app on Zapier, enabling Microsoft (MS) Teams admins to seamlessly integrate their workflows. This app currently supports MS Team webinar functionality: New Webinar Registrant trigger Create Webinar Attendance Report action Find Webinar action Find Webinar Registration action ChatGPT We’ve made a number of improvements to the ChatGPT app: Bug fixed where errors were incorrectly returned as successes, providing more accurate feedback to users. Bug fix implemented to filter and exclude incompatible tools from the Create Conversation with Assistant action. We’ve added two new actions: Create Vector Store : This action allows users to upload up to 10k files into an assistant for enhanced data source capabilities. Create Translation: This action allows you to translate text to a targeted language. The Create Assistant action has been updated to support vector stores, providing users with more flexibility and power in managing their files. Shopify We know managing your Shopify store can be hectic. To help simplify your process, we've upgraded the New Order and Updated Order triggers to use webhooks. This means your Zap workflows will run instantly . Exciting new triggers include New Refund , New Canceled Order , and Order Fulfilled . The new search action Get Order by Id lets you find orders by ID. We've added the “Shipping Method” field to Create Order action for better tracking. The New Product trigger now outputs additional fields: “Product URL” “Published” “Product Price” Stripe Managing payments can be a complex task. We've made it easier for you with two new actions in our Stripe integration: Create Payment: This action allows you to initiate a new transaction directly. Confirm Payment : This action helps you ensure transactions are successfully completed. Google AI Studio Generative AI modeling can be challenging. To help you unlock greater possibilities, we've added support for Google Ultra and 1.5 models in Google AI Studio on Zapier. Google Ultra enhances your machine-learning projects with advanced generative AI functionalities. Google 1.5 provides a robust model for a wide variety of generative AI applications. Xero Dealing with recurring invoices and credit notes can be time-consuming. To ease this process, we've introduced a new trigger and action: Create Repeating/Recurring Invoice : This action allows for easy handling of regular invoices. Create Credit Note . This trigger will promptly notify you when a credit note is created. AWS Lambda Executing AWS Lambda functions can often require multiple steps. To streamline this, we're introducing a new action, in our AWS Lambda app. The Invoke Function action allows you to directly execute a specific Lambda function from Zapier. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27767714383117-App-update-Notion-Zoho-Bookings-Konnektive-CRM-StreetText-mailXpert-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/27767714383117-App-update-Notion-Zoho-Bookings-Konnektive-CRM-StreetText-mailXpert-and-many-more", "title": "App update Notion Zoho Bookings Konnektive CRM StreetText mailXpert and many more", "help_title": "App update Notion Zoho Bookings Konnektive CRM StreetText mailXpert and many more", "slug": "_platform", "auth_signals": [], "text": "App update: Notion, Zoho Bookings, Konnektive CRM, StreetText, mailXpert and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2024 App update: Notion, Zoho Bookings, Konnektive CRM, StreetText, mailXpert and many more Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Notion: app update Notion's latest update enhances user productivity and content management capabilities. New enhancements include: The Create Database Item action now supports titles and content exceeding 2000 characters, allowing for more detailed entries. Triggers and actions within Notion now accommodate status field types, providing better workflow customization. Improved markdown support ensures more seamless formatting and data presentation in Notion. You can leverage File type fields within your automated workflows, enabling both triggers and actions to work with file attachments seamlessly. Zoho Bookings: app update Zoho Bookings now includes new data centers (DCs), expanding its app capabilities on Zapier. With this update, users from Japan (JP), Canada (CA), and Saudi Arabia (SA) data centers can now connect Zoho Bookings with their favorite apps and automate workflows seamlessly on Zapier. KonnektiveCRM: app update KonnektiveCRM has updated its partial creation process by no longer requiring a phone number. This change streamlines the setup for users who manage partials within the CRM, enhancing the platform's functionality and user experience. StreetText: app update StreetText app now offers more versatility with its capabilities. This update allows for the creation and updating of contacts, the addition and deletion of tags, and ensures that Meta ad audiences are kept current. Enjoy greater control and seamless synchronization with your preferred tools. mailXpert: app update mailXpert has introduced a new action to enhance your email marketing workflows. The Create (Double-Opt-In)/Update a Contact action allows for more responsible email list management by requiring a confirmation email for new subscriptions. This update ensures better engagement with genuinely interested contacts and complies with anti-spam regulations. ActiveCampaign: app update ActiveCampaign has enhanced its app with more informative samples by retrieving the latest modified record for object schema. This update leads to an improved experience in automating workflows by providing users with the most recent and relevant data examples. Ezekia: app update Ezekia has improved its financial feature set with a valuable update. When a revenue entry is converted to an invoice, the revenue details are now included within the invoice response, streamlining financial data management. Ruuster: app update Ruuster's latest update enhances your property search capabilities. This update includes: Support for filtering searches by county and school districts. The addition of a new construction filter to refine your property searches further. WeQuote: app update We've updated the WeQuote app on Zapier to make your project management even smoother! Here's what's new: Trigger when a new project is created, so you can automate workflows as soon as a project kicks off. Trigger for when a project status changes, allowing you to stay updated and trigger actions based on project progress. Sindup: app update Sindup's latest update enhances user management and content organization. Now, you can easily add or remove users within the Sindup platform, streamlining team workflows. Moreover, new functionality to assign tags to folder contents has been introduced, allowing for better sorting and retrieval of information. Transkriptor: app update This update introduces a new \"Transcription Language\" field to the Upload Audio or Video File action. This enhancement ensures that users can specify the language for accurate transcription of their audio or video files. Zuddl: app update Zuddl has released new updates to enhance its app with Zapier. Users can now automate their workflow with greater efficiency using the newly added triggers and actions: New triggers: Zuddl User Activity: This trigger activates when an attendee takes an action in your Zuddl event, providing almost immediate updates. Zuddl Bulk User Activity : Designed for post-event processing, this trigger activates 1 hour after the event ends, summarizing attendee actions. New actions: Bulk Registration : This action can be added to any trigger, allowing you to capture registrations in batches for more streamlined event management. Action enhancements: New Registration : The action now supports custom registration form fields, allowing for a more tailored registration process to be passed to Zapier. Knips: app update Knips has released an update that enhances team collaboration. Users can now add team members as post authors directly within the app, streamlining content management and workflow. JobTread: app update JobTread has refined its Zapier app, focusing on enhancing user experience by fixing an issue with the Task Created trigger. This update ensures that the trigger functions as intended, providing a more reliable and efficient workflow for users. Zuddl: app update Zuddl has rolled out an enhancement to its actions with the new Bulk Registration feature. This action can be paired with any trigger, allowing users to efficiently capture event registrations in batches. With this latest update, Zuddl simplifies the process of managing attendee information. Superchat: bug fixes Superchat has released some improvements to enhance user experience. Key updates include: Resolved issues affecting email-sending capabilities, ensuring smoother communication. Enhanced error messages for WhatsApp template sending failures, helping to clarify issues when they occur. Close: app update Close has streamlined its app on Zapier by updating the terminology used in its actions. The previous Create Invite action has been re-labeled to Add User , reflecting a move away from the concept of \"invites\". Agency Revolution Fuse: bug fixes We have recently implemented fixes to the Agency Revolution Fuse app on Zapier. These updates have resolved issues with the authentication process and loading campaigns, ensuring a smoother and more reliable connection for all users. Jira Software Cloud: app update Jira Software Cloud brings a new addition to automate your workflows more efficiently with the Find or Create Issue action to streamline your tasks by checking for existing issues or creating new ones without manual intervention. This practical action will save you time and reduce the chances of duplicate issue reporting. ForceManager: bug fixes We've made improvements to enhance your experience with ForceManager. Here's what's new: Corrected fields that store whole number values, ensuring that numerical information is accurately processed. Resolved an issue with multi-value custom fields; you can now select multiple options without encountering errors. Xero: bug fixes We've made some improvements to the Xero app that smooths out your workflow. Here's what's been fixed: Resolved an issue where a unit amount of 0.0 was not being transmitted correctly, leading to validation errors. Enhanced error messages for better clarity and troubleshooting. FastGem: app update FastGem has enhanced its Create Person action with a valuable update. Users can now input a \"Department\" field when creating a person record, allowing for better organization and categorization of contacts within the app. This improvement aims to streamline workflows and improve data management for FastGem users. Formstack: app update Formstack has enhanced its New Submission trigger by adding a new feature that allows users to identify fields by their IDs. This update facilitates a more precise and streamlined workflow when managing submission data. Farmbrite: app update Farmbrite's app on Zapier has received an update designed to enhance efficiency for its users. These improvements include: The New Order trigger now provides the line item total, calculating the quantity by price for each order line item to streamline your order management process. The ability to assign tasks has been improved. You can now assign tasks directly using a user's email address, simplifying the delegation process. JeffreyAI: app update JeffreyAI has just launched an update that enhances your contact management capabilities. Users can now seamlessly add contacts into groups, ensuring better organization and efficiency in handling your connections. This feature simplifies grouping contacts, allowing for more effective communication and outreach strategies. Freshsales Suite: app update and bug fixes Freshsales Suite has rolled out a new update improving user experience and functionality. In this latest version, users can now enjoy a new feature and several bug fixes: New action: The Add Note action has been introduced, allowing users to add notes to records seamlessly. Bug fixes: The issue with accounts not being linked to contacts through Zapier is now resolved. The \"Source\" field is properly displayed, and the \"Owner\" field no longer shows null values in Zapier. The Create User and Update User actions have been fixed to ensure contacts are added to the designated list accurately. Exact Online: app update Exact Online has expanded its app capabilities on Zapier with the addition of new features. Users can now automate their workflows more effectively by utilizing the following updates: A new search capability to easily find subscriptions within the app. A new action that allows the creation of subscriptions directly via Zapier. Rota.fit Connect: bug fixes This update addresses a specific issue with Rota.fit Connect related to cross-regional client updates. Previously, some users experienced difficulties updating client information across different regions, but this bug has now been resolved to ensure smooth and consistent performance. Alchemer: bug fixes This update addresses a critical bug in Alchemer's New Survey Response trigger. Users encountering issues with trigger inactivity after their survey reached 500 responses can now expect consistent performance, ensuring no new responses are missed. Paigo: app update Paigo has introduced a new Customer Created trigger, allowing for seamless app with downstream systems. This update simplifies automation processes by instantly syncing new customer data across platforms. Docmosis: app update Docomosis has rolled out an enhancement, that now supports line item data. This update enables users to create comprehensive documents featuring lists with multiple items or utilize loops to populate tables efficiently. The feature takes advantage of Docmosis's capabilities in handling repeating sections and rows within templates. mloflo: app update mloflo has enhanced its Add Lead action by introducing new fields specifically for co-borrowers, as well as a restructured format for borrower address fields. These updates offer more precision and organization when managing lead information within the platform. ArcSite: app update ArcSite's latest update enhances the Project Created trigger by adding a Job Number to it. This addition allows users to track and manage projects more efficiently by utilizing job numbers for quick identification and organization within workflows. Tomorro: app update Tomorro's recent update has enhanced its contract management capabilities. Users can now: Add guest signatories directly from templates when setting up a contract, streamlining the contract creation process. Utilize the new Send for Signature action to easily route contracts for signing, further automating workflow efficiency. Dealership Drive: app update Dealership Drive has ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27723865175821-Custom-Actions-are-moving-into-open-beta-with-a-unified-builder-experience", "final_url": "https://help.zapier.com/hc/en-us/articles/27723865175821-Custom-Actions-are-moving-into-open-beta-with-a-unified-builder-experience", "title": "Custom Actions are moving into open beta with a unified builder experience", "help_title": "Custom Actions are moving into open beta with a unified builder experience", "slug": "_platform", "auth_signals": [], "text": "Custom Actions are moving into open beta with a unified builder experience! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 Custom Actions are moving into open beta with a unified builder experience! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Custom Actions allow you to create your own actions to add to your Zap workflows. Here are the key changes to coming to custom actions: Custom Actions is moving into open beta on June 19, 2024. The Start Simple Builder is being sunsetted. Custom actions created with the Start Simple Builder will be converted to API Request actions on July 8, 2024. Custom Actions open beta We’re excited to announce that Custom Actions will enter open beta on June 19, 2024. This means all Zapier users will be able to create their own actions! Learn more about Custom Actions . Start Simple Builder sunset There are currently two builders that you can use to create your own actions: Start Simple Builder Create with AI Builder The Start Simple Builder will be sunsetted on July 8, 2024. We're doing this to simplify the experience of creating your own actions. This means that going forward, custom actions can only be created through one builder. What is the new builder experience? This builder will be the same as what we previously referred to as the Create with AI builder. It allows you to leverage our AI-powered Copilot to create your own action. This helps to generate the API request, as it’s able to search through an app’s API docs to identify the settings needed to create an action. You also have the option to use a code editor to further refine your action. Learn more about creating a custom action . What does this mean for custom actions created with the Start Simple Builder? As of July 3, 2024: Custom actions created with the Start Simple Builder will be converted into an API Request action. This means they will appear as an API Request (Beta) action in the Zap editor. During this process, your Zap workflows using these actions will continue to run as normal. These converted actions: Will no longer appear within the Custom Actions Library . Cannot be shared with teammates. To share an action, you will need to re-create the action as a custom action and publish it. Cannot be reused in other Zap workflows. You will need to either: Re-create the action using the custom action . Copy your action settings into a new API Request action . Learn more about this change in the latest release note . Will there be a difference in what apps are supported? Yes, currently API Request actions support more apps than Custom Actions. Zapier will continue to maintain Custom Actions however there are no plans at this time to add new features or additional app coverage Learn more about what apps are supported for: API Request actions Custom Actions ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27725557254157-App-updates-AWS-Lamba-Dropbox-Eventbrite-Facebook-Pages-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/27725557254157-App-updates-AWS-Lamba-Dropbox-Eventbrite-Facebook-Pages-and-many-more", "title": "App updates AWS Lamba Dropbox Eventbrite Facebook Pages and many more", "help_title": "App updates AWS Lamba Dropbox Eventbrite Facebook Pages and many more", "slug": "_platform", "auth_signals": [], "text": "App updates: AWS Lamba, Dropbox, Eventbrite, Facebook Pages, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2024 App updates: AWS Lamba, Dropbox, Eventbrite, Facebook Pages, and many more Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. AWS Lamba For the actions Invoke Function (Sync) and Invoke Function (Async) , there was a bug where the “Function” field did not load any options. This has now been resolved and works as expected. Dropbox We’ve been able to fix a bug with the Dropbox app with the New File in Folder trigger. Users were finding that they were not able to select a Team Space from the “Space” dropdown field. This has now been resolved and you can trigger new files in your Team Space. Eventbrite We’ve fixed the issue where the “Event” dropdown field didn’t load for more than 50 events. This was affecting the New Attendee Registered and New Attendee Check-in triggers. The issue has been resolved, and the “Event” field now displays all of your events. Facebook Pages We’ve made some improvements to the Facebook Pages app: We’ve added the new trigger New Comment . Now you can trigger your Zap workflows when there is a new comment on a page! We’ve updated the Create Page Photo action. This update lets you add multiple images in a single Facebook Page post. Google Drive With the Google Drive app, you can now trigger or action on files of folders that have been shared with you . This lets you seamlessly work with shared files and folders, boosting collaboration and eliminating ownership limitations. Google Business Profile The Google Business Profile, previously called Google My Business has been updated. With the previous version of the New Review trigger, customers reported running to “Quota exceeded” errors. We’ve updated the trigger so it doesn’t search for new reviews in a set time interval (polling). Instead, it triggers every time there is a new review to avoid making unnecessary API calls. To use this updated trigger update to the latest app version . Intercom We’ve made a bunch of improvements to the Intercom app: We’ve added new triggers: New Ticket Updated ticket We’ve updated our current triggers and actions: The New Closed Conversation action now includes the entire conversation. Previously it only included a single message. You can use an ID or User ID when using the Add Tag to Contact and Remove Tag from Contact actions. Previously, you could only associate a contact by email using the Add/Remove Tag on User or Add/Remove Tag on Lead actions. Lastly, we’ve fixed the New User trigger, which now includes company information. Marketo We’ve improved the New Form Submission trigger, which now looks back 120 days to find a sample. Previously, it was set to 30 days. This update will help you when testing and setting up new Zap workflows. Microsoft Dynamics 365 CRM We’ve made a bunch of improvements to the Microsoft Dynamics 365 CRM app: We added new features: New Invoice trigger Updated Invoice trigger Create Invoice action Update Invoice action We’ve improved how our search actions work: The Find Lead action now includes an optional field “Type”, allowing you to further specify your lead searches. The Find Contact and Find Account actions now included a field “Search by Email Only”. This allows you to avoid potentially false positives for contacts or accounts that may have similar names. We’ve fixed a few bugs: We’ve addressed the error message “Unhandled error: TypeError: Cannot read property 'Label' of undefined”. Users were seeing this when applying labels to their contacts using the Create Contact action. This has now been resolved and should work as expected now. We’ve fixed a syntax error that users experienced when using the Find Lead or Find Contact action. This error happened if apostrophes were included in the search. Now, you can use apostrophes in your search without running into issues! Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27915202201357-Add-a-disclosure-message-to-your-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/27915202201357-Add-a-disclosure-message-to-your-chatbot", "title": "Add a disclosure message to your chatbot", "help_title": "Add a disclosure message to your chatbot", "slug": "_platform", "auth_signals": [], "text": "Add a disclosure message to your chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Create chatbots Add a disclosure message to your chatbot Updated April 29, 2026 09:39 Available on plans: Free Pro Advanced A disclosure message appears alongside the greeting and lets you inform users that they are talking to a chatbot or offer links to further resources, for example. This is turned off by default. To show the disclosure message: From your Chatbots home , click the name of the chatbot . In the Settings tab, scroll down to find the Display disclosure message in Greeting toggle and click the toggle . A new text field will appear. In the Disclosure message text field, edit the content . You can use Markdown to style the message. Click Save changes . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27853200252429-Custom-error-handling-is-more-powerful-now-with-conditional-logic", "final_url": "https://help.zapier.com/hc/en-us/articles/27853200252429-Custom-error-handling-is-more-powerful-now-with-conditional-logic", "title": "Custom error handling is more powerful now with conditional logic", "help_title": "Custom error handling is more powerful now with conditional logic", "slug": "_platform", "auth_signals": [], "text": "Custom error handling is more powerful now with conditional logic &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 Custom error handling is more powerful now with conditional logic Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Now, you can add paths within your error handlers, so you can use conditional logic to decide how your error handler should react to an errored step. Use the message to create separate paths based on the type of error message the step encountered. Get more control over how your Zap responds to errors, making your Zap workflows more resilient. Video ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27939879306509-Easily-review-Zap-HTTP-logs-in-the-Zap-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/27939879306509-Easily-review-Zap-HTTP-logs-in-the-Zap-editor", "title": "Easily review Zap HTTP logs in the Zap editor", "help_title": "Easily review Zap HTTP logs in the Zap editor", "slug": "_platform", "auth_signals": [], "text": "Easily review Zap HTTP logs in the Zap editor &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 Easily review Zap HTTP logs in the Zap editor Updated May 29, 2026 18:16 You can now review your Zap's HTTP logs in the Zap editor. These logs detail what info was sent to and from your app for each step in your Zap. If errors occur, they can show you what went wrong. Use them to troubleshoot so you can get your business-critical Zap workflows back up and running faster. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27934699934349-Group-objects-and-format-text-latest-improvements-to-Zapier-Canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/27934699934349-Group-objects-and-format-text-latest-improvements-to-Zapier-Canvas", "title": "Group objects and format text latest improvements to Zapier Canvas", "help_title": "Group objects and format text latest improvements to Zapier Canvas", "slug": "_platform", "auth_signals": [], "text": "Group objects and format text: latest improvements to Zapier Canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 Group objects and format text: latest improvements to Zapier Canvas Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Canvas has launched two powerful new features that will enhance your project management and collaboration experience. Group Objects You can now group objects on your canvas. This feature allows you to move multiple objects together as a single unit, making it easier to organize and manage your projects. Additionally, you can label a set of grouped objects, which is particularly useful for identifying elements related to a specific part of a project or those that fall under the responsibility of a particular team. This improvement streamlines your workflow and enhances team collaboration by keeping related items together and clearly labeled. &nbsp; Rich Text Formatting With the new rich text formatting toolbar , you can change the size, color, and style of your text. This allows you to highlight important information, create headings, and ensure that your canvas is not only functional but also visually appealing. Enhanced text formatting helps communicate ideas better and makes your canvas more readable and engaging! &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28229984942221-Important-update-conversion-of-legacy-custom-actions-to-API-Request-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/28229984942221-Important-update-conversion-of-legacy-custom-actions-to-API-Request-actions", "title": "Important update conversion of legacy custom actions to API Request actions", "help_title": "Important update conversion of legacy custom actions to API Request actions", "slug": "_platform", "auth_signals": [], "text": "Important update: conversion of legacy custom actions to API Request actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2024 Important update: conversion of legacy custom actions to API Request actions Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. As mentioned in our previous update , today any custom actions created with the Start Simple Builder (legacy custom actions) have been converted to an API Request action . During this process your Zap workflows will continue to run as normal. However, after we migrate to API Requests actions, legacy custom actions will be deprecated. This means: They will be removed from the Custom Actions Library . They won’t be available for use in new Zap workflows. They won’t appear among other actions within the Zap editor. How will these converted actions appear in my existing Zap workflows? Before: legacy custom action Here’s an example of the request settings for a custom action built in the Start Simple Builder: This custom action also has 3 input fields: This is how the action appears in the Zap editor: After: API Request action The noticeable difference is all of the settings for this action can be accessed directly in the Zap editor. Based on how your legacy custom action is set up, all values in previous input fields will appear as either static or mapped fields . Note If you encounter an “invalid JSON” error with your API Request action, review our troubleshooting guide . I want to use my converted actions in new Zap workflows As API Request actions cannot be re-selected in the Zap editor across multiple Zap workflows. You will either need to: Re-create the action using the new Custom Actions builder experience. This means you only need to create it once. Copy your action settings into a new API Request action in your new Zap. Repeat this for every Zap you want this action in. If you want your actions to be shareable with your teammates, Zapier recommends re-creating the action as a custom action. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28347869569805-Easily-download-your-Analytics-reports", "final_url": "https://help.zapier.com/hc/en-us/articles/28347869569805-Easily-download-your-Analytics-reports", "title": "Easily download your Analytics reports", "help_title": "Easily download your Analytics reports", "slug": "_platform", "auth_signals": [], "text": "Easily download your Analytics reports &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2024 Easily download your Analytics reports Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Keeping an eye on your account just got easier! You can now download CSV files of each report found in your Analytics dashboard. Use the CSV files as data backup or to analyze further outside of Zapier. Get more control over your data so you can better monitor your Zapier account. Learn more about Analytics . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28623818636813-Check-out-the-Zap-editor-s-new-look", "final_url": "https://help.zapier.com/hc/en-us/articles/28623818636813-Check-out-the-Zap-editor-s-new-look", "title": "Check out the Zap editor s new look", "help_title": "Check out the Zap editor s new look", "slug": "_platform", "auth_signals": [], "text": "Check out the Zap editor&#39;s new look! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2024 Check out the Zap editor&#39;s new look! Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've been listening to your feedback and working to streamline the editor. We've removed more of the visual clutter so you can focus on building your Zap. With less distraction, it's easier for you to see an outline of what you're working on. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28430338247565-API-Request-action-error-legacy-custom-action-has-invalid-JSON", "final_url": "https://help.zapier.com/hc/en-us/articles/28430338247565-API-Request-action-error-legacy-custom-action-has-invalid-JSON", "title": "API Request action error legacy custom action has invalid JSON", "help_title": "API Request action error legacy custom action has invalid JSON", "slug": "_platform", "auth_signals": [], "text": "API Request action error: legacy custom action has invalid JSON &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Custom Actions &amp; API Requests actions API Request action error: legacy custom action has invalid JSON Updated July 15, 2024 17:11 Symptoms After my legacy custom action was converted to an API Request action , you may encounter errors mentioning “invalid JSON.” This message can vary depending on the app’s API. Causes This happens when double quotes appear in the body of the request, causing the JSON to be invalid. How to fix it To fix this issue: Go to your affected API Request action step . Within the Body field: Escape double quotes with a backslash before each one. Or, if unnecessary, remove the double quotes entirely. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28548576512397-App-update-Asana-Amazon-Lambda-Amazon-S3-Eventbrite-Facebook-Leads-and-many-more", "final_url": "https://help.zapier.com/hc/en-us/articles/28548576512397-App-update-Asana-Amazon-Lambda-Amazon-S3-Eventbrite-Facebook-Leads-and-many-more", "title": "App update Asana Amazon Lambda Amazon S3 Eventbrite Facebook Leads and many more", "help_title": "App update Asana Amazon Lambda Amazon S3 Eventbrite Facebook Leads and many more", "slug": "_platform", "auth_signals": [], "text": "App update: Asana, Amazon Lambda, Amazon S3, Eventbrite, Facebook Leads, and many more &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 App update: Asana, Amazon Lambda, Amazon S3, Eventbrite, Facebook Leads, and many more Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Asana When using the Create Task action, corrected an issue with displaying code blocks when using HTML tags. We fixed an issue where Zap workflows using the Find User action could not continue if a user was not found. We corrected an issue where using more than one URL in the description caused an error when using the Create Task or Find Task actions. Fixed an issue where, using the Update Task , setting the “Due at (date &amp; time)” input field to 0 was setting it to today’s date instead of clearing this field as expected Amazon Lambda When using the Region field, it now returns all available regions in the expected format. Amazon S3 We’ve added support for all available regions. The dropdown menu now lists the name and the code for each region, instead of only the code. Eventbrite We’ve fixed a bug that caused Zap workflows to trigger multiple times for the same activity. This has now been addressed, so your Zap workflows can run consistently going forward. Facebook Lead Ads We’ve fixed a bug that caused values to be missing for incoming fields when using the New Lead trigger. This has now been resolved, so all new leads will include all information. Gitlab We’ve added 4 new triggers to the Gitlab app: New Issue Comment New Code Snippet Comment New Commit Comment New Merge Request Comment Lastly, we’ve been able to address a bug that was preventing users from turning on their Zap workflows by causing projects that users did not have proper access to not show up correctly in the Projects dropdown field. This has now been fixed, so only projects you have access to will appear. Google Ads The New Lead Form Entry trigger was running into a bug where not all new entries were being triggered. This has now been updated, so this trigger runs consistently and doesn’t miss any new entries. Google BigQuery We’ve fixed a bug with the Update Row action that was running into mismatch errors when using numeric values in the Invoice Amount field, despite the number value being correctly formatted. This has now been resolved. Google Business Profile There was a bug in which users saw the error “Quota exceeded” when using the New Review trigger. If you update to the latest app version of Google Business Profile, this error will be resolved. Marketo We’ve fixed a bug with the New Form Submission trigger. Previously, not all forms were displayed in the Form dropdown menu. This has now been resolved. Microsoft Dynamics 365 CRM We’ve added 5 new actions: Create Opportunity Update Opportunity Create Custom Entity Update Custom Entity Find Custom Entity We’ve added lots of new functionality for existing triggers and actions: On all “Account” actions, you can now update multi-select fields from Microsoft Dynamics 365 CRM. These fields will be available in your Zap workflows. On all “Update” triggers, you can now select the option to choose which field the trigger runs on. Giving you more precision when your Zap runs. For all “Find” searches, you now have the State Code field, which allows you to refine your searches. We’ve added the Owner field to Create Campaign Response and Update Campaign Resource action. Microsoft Outlook We’ve made improvements to the Microsoft Outlook app: The Create Event action now includes these fields: Location Attendees Sensitivity (e.g. normal, personal, private, confidential) We’ve added the Reply To field to the Send Email and Create Draft Email actions. We’ve fixed a bug in which the Calendar Event Start trigger did not trigger Zap workflows if the event was recurring. This trigger now runs for all event types, including recurring events. OpenAI (GPT4, DALL-E, Whisper) We’ve updated the Create Transcription action to include file validation to inform you if you’ve mapped a file type that is supported. Salesforce We’ve made improvements to the Salesforce app: We’ve added the Convert Lead to Contact action. We’ve added the option to specify how records are searched for in the Find Record by Query action. You can now sort the order and also select the number of results you would like returned. Shopify We’ve lots of new improvements to the Shopify app. We’ve added 5 new actions: Add Tag to Customer Remove Tag from Customer Create Fulfilment Find Products by Title (Line Item Support) Find Products Variants by Title (Line Item Support) We’ve also improved these features: When using the Product dropdown field, this lists all products, not just the first 200 products. We’ve added an optional field called Blog Entry Status to the New Blog Entry trigger. This allows you to specify whether you want your Zap workflows to run when a blog entry is published or hidden. Stripe We’ve improved how you can test your Stripe triggers and actions by adding support for Stripe’s test mode. This allows you to use sandbox data when testing in your Zap workflows. Learn more about using this feature in our how to get started with Stripe documentation. Xero We’ve updated the New Payment trigger. Previously it would only trigger for payments newly reconciled within 7 days, now it’s expanded to trigger payments made in the past 35 days. We’ve addressed a bug affecting these 3 actions: Create Bill Create Credit Note Create Purchase Order Previously line item data was not working as expected. We’ve now fixed this issue for all 3 actions, so line item data can correctly be sent to Xero without any issue. Zoom We’ve added new functionality to Zoom’s triggers: Both the New Webinar Registrants and New Meeting Registrants triggers include information about the webinar or meeting. This makes it easier for you to test and set up Zap workflows. For Zoom admins and owners, the New Recording and New Meeting trigger has a new option. This allows you to trigger all recordings, webinars, and meetings made on your entire Zoom account—not just ones you’ve created. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28310209734285-Add-a-checklist-to-a-page", "final_url": "https://help.zapier.com/hc/en-us/articles/28310209734285-Add-a-checklist-to-a-page", "title": "Add a checklist to a page", "help_title": "Add a checklist to a page", "slug": "_platform", "auth_signals": [], "text": "Add a checklist to a page &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Add a checklist to a page Updated January 15, 2026 14:42 The Checklist component in Zapier Forms allows you to create a to-do list that can be updated by visitors and stored in a table. It uses Zapier Tables to populate your list items. Available on plans: Free Professional Team Enterprise Prerequisites Your table must have at least one of each field type : Text Checkbox (Optional) Dropdown (Optional) Date Add a Checklist component To add a checklist to a page: From any page in your form project, click the plus sign + at the bottom of the page. A new dialog box will open. Search for and select the Checklist component. Search for and select your table . Set up the table for your checklist Decide which table components to use in your checklist. Note Dynamic dropdowns cannot be used with a checklist. Once you've filled out the fields, click Connect data . Create a placeholder checklist You can add your Checklist component as a placeholder in your form project by clicking Add without data . Users will not be able to use your checklist until you select a table in the Data tab of your Checklist component. Edit your checklist After creating your Checklist component, you can update it at any time. Hover over or select your Checklist component on your form project page. An Edit button will appear. Click Edit . The left sidebar will open. Tip You can also delete your Checklist component by clicking Delete component at the bottom of any of the following tabs. Content tab This tab controls what a user can see and do with the checklist. You can sort items by a date or a text field and add a header that will appear at the top of the checklist. Next to any of the following fields, click the toggle switch to turn it on or off. When enabled, users can: Create : add new list items. Edit : update existing list items. Delete : remove list items. Search : look for list items. View details : see additional info about list items. View completed : see which list items are finished. Detail fields allow you to select which fields users will see on the checklist and rearrange the display order. The list item name cannot be hidden. In the Width field, you can select a width for your checklist: Narrow Medium Wide Full In the Alignment field, you can select where your checklist should be placed horizontally in your form project: Left Center Right Data tab In this tab, you can change which table is connected to the checklist and which table fields are used. Click any of the available fields to open a dropdown menu and update them. Action tab This tab lets you create a Zap that will trigger when one of the following actions occurs: A checklist item is created. A checklist item is completed. A checklist item is updated. To create an action: On the Actions tab, click Add action . From the Trigger dropdown field, select which action will trigger the Zap. Click Create Zap . A new tab or window will open with your Zap and a pre-filled trigger. You can then finish setting up your trigger and add action steps . Show items based on who is logged in You can filter the items of a checklist based on the user who's logged in. With this feature, a user can only see items that are assigned to them. Learn how to set up a dynamic filter . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27934539201037-You-can-now-collect-transcripts-and-start-Zap-workflows-for-chatbot-conversations", "final_url": "https://help.zapier.com/hc/en-us/articles/27934539201037-You-can-now-collect-transcripts-and-start-Zap-workflows-for-chatbot-conversations", "title": "You can now collect transcripts and start Zap workflows for chatbot conversations", "help_title": "You can now collect transcripts and start Zap workflows for chatbot conversations", "slug": "_platform", "auth_signals": [], "text": "You can now collect transcripts and start Zap workflows for chatbot conversations &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 You can now collect transcripts and start Zap workflows for chatbot conversations Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We are excited to unveil a powerful new feature for Zapier Chatbots: the Run Zap logic . This innovative addition is designed to help you gain deeper insights into your customer interactions and streamline your workflow like never before. Automated conversation transcripts: With the Chatbots Run Zap action, you can automatically collect a full transcript of every chatbot conversation. This means no more manual tracking or missing out on valuable customer insights. Simply set up a Zap, and let automation handle the rest. Seamless integration with your favorite apps: Once collected, these transcripts can be sent to any app you choose. Whether you want to analyze the data in a spreadsheet, store it in a database, or integrate it with your CRM, the possibilities are endless. This feature is available to all Zapier Chatbots plans, making it easier than ever to leverage the full power of automation and AI to enhance your customer interactions. Learn how to set up this logic on the Help Center . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28707794452237-Help-declutter-your-inbox-with-improved-Zapier-notifications-settings", "final_url": "https://help.zapier.com/hc/en-us/articles/28707794452237-Help-declutter-your-inbox-with-improved-Zapier-notifications-settings", "title": "Help declutter your inbox with improved Zapier notifications settings", "help_title": "Help declutter your inbox with improved Zapier notifications settings", "slug": "_platform", "auth_signals": [], "text": "Help declutter your inbox with improved Zapier notifications settings &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2024 Help declutter your inbox with improved Zapier notifications settings Updated May 29, 2026 18:16 We’ve streamlined your Zapier notifications settings so it’s easier to control what messaging you receive from Zapier and when. Default alert notifications let you adjust which error notifications you receive for your Zap workflows. Override alert notifications let you set up custom notifications on a per Zap basis, overriding your default alert notifications. Email subscriptions let you control how often you receive your activity summary, Zapier Manager notifications, and newsletters from Zapier. Ensure you only get the emails you need and help declutter your inbox by customizing your Zapier notifications. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28108853741069-ChatGPT-OpenAI-error-chat-model-not-supported-in-v1-completions-endpoint", "final_url": "https://help.zapier.com/hc/en-us/articles/28108853741069-ChatGPT-OpenAI-error-chat-model-not-supported-in-v1-completions-endpoint", "title": "ChatGPT OpenAI error chat model not supported in v1 completions endpoint", "help_title": "ChatGPT OpenAI error chat model not supported in v1 completions endpoint", "slug": "_platform", "auth_signals": [], "text": "ChatGPT (OpenAI) error: chat model not supported in v1/completions endpoint &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence ChatGPT (OpenAI) ChatGPT (OpenAI) error: chat model not supported in v1/completions endpoint Updated April 06, 2026 14:33 Symptoms You’re using the ChatGPT (OpenAI) Send Prompt action and get the error message \" [invalid_request_error] This is a chat model and not supported in the v1/completions endpoint. Did you mean to use v1/chat/completions? \". This error happens when testing the Zap or if the Zap is turned on. Causes This happens when you select an incorrect chat model that is not compatible with the Send Prompt action. The Send Prompt action uses the legacy OpenAI Completions API , which only supports 3 deprecated chat models. How to fix it To fix this: Go to the affected ChatGPT (OpenAI) step . In the Model dropdown menu, select one of the deprecated chat model alternatives : babbage-002 davinci-002 gpt-3.5-turbo-instruct Alternatively, if you do not want to use the deprecated chat model alternatives, use the Conversation action instead. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/27941112966541-Export-or-download-table-data", "final_url": "https://help.zapier.com/hc/en-us/articles/27941112966541-Export-or-download-table-data", "title": "Export or download table data", "help_title": "Export or download table data", "slug": "_platform", "auth_signals": [], "text": "Export or download table data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Manage tables Export or download table data Updated May 06, 2026 16:40 With Zapier Tables , you can export or download your table data to use it in other apps or to store as a backup outside of Zapier. Available on plans: Free Professional Team Enterprise Send data to other apps You can send data regularly from a table to any other app using a Zap. To export data from Zapier Tables to other apps: On the Tables home , select your table from the list. In the toolbar, click Automations . Click New automation . A dialog box will open. Click Configure your automation . A new browser window or tab will open with a new Zap. You can then ask Zapier Copilot for help setting up your trigger and actions. Download data as a CSV file You can download your table data as a CSV file for offline use or backup: On the Tables home , click your table's name . Click the menu icon in the bottom toolbar and select Download . The CSV file containing your table's content will be downloaded to your computer. The download will contain all currently displayed records and fields, but it will not include hidden fields or filtered records. Note Depending on the size of your table, it may take a few seconds for the download to complete. Data downloads are limited to 50MB. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29025007148813-Use-webpages-as-knowledge-sources-for-your-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/29025007148813-Use-webpages-as-knowledge-sources-for-your-chatbot", "title": "Use webpages as knowledge sources for your chatbot", "help_title": "Use webpages as knowledge sources for your chatbot", "slug": "_platform", "auth_signals": [], "text": "Use webpages as knowledge sources for your chatbot! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 Use webpages as knowledge sources for your chatbot! Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We are excited to introduce a new feature for Zapier Chatbots: the ability to add a webpage as a knowledge source . This feature is designed to help you get started more quickly, allow further customization of chatbots for businesses, and improve the overall quality and accuracy of chatbots. If you have information on your website that you'd like the chatbot to use, you can add it, alongside text files or Zapier tables knowledge sources. This feature is available on all paid Zapier Chatbots plans . Try it today! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29025734470925-Use-Zapier-Agents-Chrome-extension", "final_url": "https://help.zapier.com/hc/en-us/articles/29025734470925-Use-Zapier-Agents-Chrome-extension", "title": "Use Zapier Agents Chrome extension", "help_title": "Use Zapier Agents Chrome extension", "slug": "_platform", "auth_signals": [], "text": "Use Zapier Agents&#39; Chrome extension &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Use Zapier Agents&#39; Chrome extension Updated April 27, 2026 10:41 When you browse pages and websites, you can use the Zapier Agents' Chrome extension to chat with your agent and ask it to summarize content, run actions and search within the page or website. Note The Agents extension currently only works on Google Chrome. It does not work on Chromium-based browsers. Install the Agents extension Visit Zapier Agents's extension page on the Chrome web store. Click Add to Chrome . A dialog box will open. Click Add extension . The dialog box will close after installation. Once it finishes installing, you can pin it to the browser bar to find it easily. On your Chrome browser bar, click the Extension icon. A menu will open. Find Zapier Agents in your list of extensions and click the pin icon beside it. Sign in to your Zapier Agents account In the browser bar, click the Zapier Agents icon to open the extension sidebar. If you're signed in to your Zapier account, you can select any existing agents or create a new agent . If you're not signed in, click Sign into Agents on the sidebar. You'll be redirected to the Zapier login page. Once you log in, click the Agents icon on the browser bar to close it and click it again to reload the sidebar. Chat with your agent You can then talk to an agent on any page you're visiting, and ask it to answer questions or perform actions related to the content. Here are some examples of things you can do: Summarize the content of the current page and share it on Slack. Check if a specific website contains articles related to a topic you're searching for. Ask the agent to produce an academic reference for a URL in a specific format, such as MLA or APA, and save it in a spreadsheet using an instant action . Next steps Find more ways to use Zapier Agents and the Chrome extension on the Zapier Blog . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28870560316429-App-updates-Sage-Intacct-Looker-Salesloft-and-Shopify", "final_url": "https://help.zapier.com/hc/en-us/articles/28870560316429-App-updates-Sage-Intacct-Looker-Salesloft-and-Shopify", "title": "App updates Sage Intacct Looker Salesloft and Shopify", "help_title": "App updates Sage Intacct Looker Salesloft and Shopify", "slug": "_platform", "auth_signals": [], "text": "App updates: Sage Intacct, Looker, Salesloft, and Shopify &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2024 App updates: Sage Intacct, Looker, Salesloft, and Shopify Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Sage Intacct We’ve added Sage Intacct to Zapier’s app directory. Sage Intacct is a cloud-based financial management and accounting software designed to help businesses manage their finances and improve financial performance. Triggers: New Contact New Payment Received (Accounts Receivable)&nbsp; New Invoice&nbsp; New Vendor Actions: Create Contact Find Invoice Find Customer&nbsp; Looker We’ve added Looker to Zapier’s app directory. Looker is an enterprise platform for BI, data applications, and embedded analytics that helps you explore and share insights in real time. Learn more about what available triggers and actions you can use with Looker . Salesloft We’ve added three new triggers to the Salesloft app: Account Created, Updated, or Deleted Call Created or Updated Note Created or Updated By leveraging these new triggers, you can streamline your sales process, increase efficiency, and gain valuable insights into your sales performance. Shopify We’ve added the new action Add Line Item to Order to Shopify . This new feature provides greater flexibility in managing your orders. Allowing you to optimize order management processes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29027034278541-Formatter-error-Invalid-Syntax-Only-numeric-values-are-allowed", "final_url": "https://help.zapier.com/hc/en-us/articles/29027034278541-Formatter-error-Invalid-Syntax-Only-numeric-values-are-allowed", "title": "Formatter error Invalid Syntax Only numeric values are allowed", "help_title": "Formatter error Invalid Syntax Only numeric values are allowed", "slug": "_platform", "auth_signals": [], "text": "Formatter error: Invalid Syntax: Only numeric values are allowed &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Troubleshoot Formatter Formatter error: Invalid Syntax: Only numeric values are allowed Updated May 29, 2026 18:19 Symptoms When using Formatter’s Number transform Perform Math Operation in your Zap workflows, you see the error message “Invalid Syntax: Only numeric values are allowed\". You’ll see this error when testing your Zap step or in the details of a Zap run in your Zap history. Causes This happens when the mapped fields contain non-numerical values, such as commas, line items, or currency symbols. The Perform Math Operation transform only accepts numerical values and does not support line items. How to fix it To fix this: If your mapped values are line items : Use the Spreadsheet-Style Formula transform instead. Alternatively, you can add a Formatter step to convert line items into text strings . If your mapped values contain non-numerical values: Add a new Formatter step using the Text transform Replace. In the Find field enter the non-numerical value you wish to remove. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29102395009037-Share-a-template-of-an-agent", "final_url": "https://help.zapier.com/hc/en-us/articles/29102395009037-Share-a-template-of-an-agent", "title": "Share a template of an agent", "help_title": "Share a template of an agent", "slug": "_platform", "auth_signals": [], "text": "Share a template of an agent &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Share a template of an agent Updated April 27, 2026 10:41 You can share a template of your agent with anyone through a public link. When you share an agent's template, anyone who visits the link can create a new agent with the same instructions, actions, and knowledge sources. Create a template link From the Zapier Agents home , select your agent . Click Share on the top right. A dialog box will open. Click Generate template link . Click Copy link to copy the unique link to your clipboard. Note Connected knowledge sources will only be available to users who already have access to that file. Using a template link When a user clicks a shared template link, it displays all the agent's settings, and they can make changes before creating the template. These changes do not affect the original agent. If the user connects an app account that does not have access to the included knowledgesource, the agent will display an error. To create a new agent from a template: Visit the template link . Click Use this template . You can edit the fields in the Configure screen . Tip You can also give access to your agent to other users of your Zapier account. Delete a template link From your agent's Configure or Activity screen, click Share . A dialog box will open. Click Delete template link . The dialog box will ask you to confirm the action. Click Delete link to confirm. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/28862877839117-Use-Projects-to-organize-assets-from-across-Zapier-products-into-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/28862877839117-Use-Projects-to-organize-assets-from-across-Zapier-products-into-workflows", "title": "Use Projects to organize assets from across Zapier products into workflows", "help_title": "Use Projects to organize assets from across Zapier products into workflows", "slug": "_platform", "auth_signals": [], "text": "Use Projects to organize assets from across Zapier products into workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2024 Use Projects to organize assets from across Zapier products into workflows Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. With Projects, you can easily organize and view all of the workflows you create using any of Zapier's automation-first tools. Say you have a sales management workflow that uses a Zap to add new leads to a table in Zapier Tables, then assigns those leads to your sales agents and adds them to your customer relationship management app. You can group them in a project so you can view all related product assets in a single place. Plus, you can even add a canvas to diagram and plan your workflows using Zapier Canvas. Check it out today! Learn more about Zapier Projects . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29369091844365-Review-Zapier-s-security-practices-in-the-Zapier-Trust-Center", "final_url": "https://help.zapier.com/hc/en-us/articles/29369091844365-Review-Zapier-s-security-practices-in-the-Zapier-Trust-Center", "title": "Review Zapier s security practices in the Zapier Trust Center", "help_title": "Review Zapier s security practices in the Zapier Trust Center", "slug": "_platform", "auth_signals": [], "text": "Review Zapier’s security practices in the Zapier Trust Center &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Review Zapier’s security practices in the Zapier Trust Center Updated August 18, 2024 12:00 The Zapier Trust Center is a self-serve resource that allows you to: Review Zapier’s security documents. Find answers to frequently asked questions about Zapier’s security policies. Subscribe to security updates. It includes information about Zapier’s: SOC2 and SOC3 certification. Penetration (Pen) testing results. Security policies. Security white paper. Security Q&amp;A The Zapier Trust Center helps you easily and quickly conduct your security review, ensuring you always have the latest version of the security documents you need. Note You must sign a nondisclosure agreement (NDA) for documents that are not public-facing. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29206590194445-Alerts-is-now-generally-available", "final_url": "https://help.zapier.com/hc/en-us/articles/29206590194445-Alerts-is-now-generally-available", "title": "Alerts is now generally available", "help_title": "Alerts is now generally available", "slug": "_platform", "auth_signals": [], "text": "Alerts is now generally available &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 Alerts is now generally available Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. The Alerts page provides a single location to monitor all errors in your Zap workflows. You can prioritize errors based on which should be addressed first, so you can efficiently triage your most business-critical Zap workflows. And set up alert rules to automatically prioritize the Zap workflows that matter most. Default alert notifications let you adjust which error notifications you receive for your Zap workflows. Override alert notifications let you set up custom notifications on a per Zap basis, overriding your default alert notifications. Email subscriptions let you control how often you receive your activity summary, Zapier Manager notifications, and newsletters from Zapier. It's now generally available for users on Enterprise plans! Learn more about the Alerts page. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29369162777485-Introducing-the-Zapier-Trust-Center-for-all-your-security-needs", "final_url": "https://help.zapier.com/hc/en-us/articles/29369162777485-Introducing-the-Zapier-Trust-Center-for-all-your-security-needs", "title": "Introducing the Zapier Trust Center for all your security needs", "help_title": "Introducing the Zapier Trust Center for all your security needs", "slug": "_platform", "auth_signals": [], "text": "Introducing the Zapier Trust Center for all your security needs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 Introducing the Zapier Trust Center for all your security needs Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Need to conduct a security review in order to sign up for Zapier? We've made that process easier by introducing the &nbsp; Zapier Trust Center ! There, you can quickly access our security practices and documents to help you get going faster. Learn more about the Zapier Trust Center . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29457465505805-Sync-or-schedule-a-sync-for-a-knowledge-source-for-Chatbots", "final_url": "https://help.zapier.com/hc/en-us/articles/29457465505805-Sync-or-schedule-a-sync-for-a-knowledge-source-for-Chatbots", "title": "Sync or schedule a sync for a knowledge source for Chatbots", "help_title": "Sync or schedule a sync for a knowledge source for Chatbots", "slug": "_platform", "auth_signals": [], "text": "Sync or schedule a sync for a knowledge source for Chatbots &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Sync or schedule a sync for a knowledge source for Chatbots Updated July 01, 2026 10:18 Available on plans: Free Pro Advanced When you add Zapier Tables or a webpage as a knowledge source for a chatbot , it collects the information available at that time. If you make changes to the table or the webpage, there are two ways you can ask the chatbot to retrieve the new information: Manually re-sync the knowledge source. Re-sync on a regular cadence. Note Zapier Tables and webpage knowledge sources default to syncing once daily. To change the frequency, schedule a sync . You will not see the Schedule button for file-based sources, such as CSV and PDF files. Manually re-sync your knowledge source If you make changes to a table or webpage and do not want to wait until the next scheduled sync, you can re-sync manually. This will update the knowledge source instantly. From the Chatbots home , click the name of the chatbot . Click the Knowledge menu. Click the menu icon for the knowledge source you want to sync. Click Sync Now . Sync a single knowledge source Sync all knowledge sources Schedule a sync for a single source With this option, you can create different schedules for each of your sources. From the Chatbots home , click the name of the chatbot . Click the Knowledge menu. Click the Schedule button for your knowledge source. A dialog box will appear where you can set the frequency. In the Frequency dropdown menu, select how often the sync should happen: Daily (available on the Advanced plan ) Weekly Monthly Use the date and time dropdown menus to select when you want the sync to happen. Daily : select a specific hour. Weekly : select the day of the week and the specific hour. Monthly : select a specific week of the month, a day of the week, and the hour. Click Save changes . Click Cancel to discard any changes. Schedule a sync for all sources With this option, you'll create one single schedule for all your Zapier Tables and webpage knowledge sources. From the Chatbots home , click the name of the chatbot . Click the Knowledge menu. Click the Schedule all button. In the Frequency dropdown menu, select how often the sync should happen: Daily (available on the Advanced plan ) Weekly Monthly Use the date and time dropdown menus to select when you want the sync to happen. Daily : select a specific hour. Weekly : select the day of the week and the specific hour. Monthly : select a specific week of the month, a day of the week, and the hour. Click Save changes . Click Cancel to discard any changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29451999909517-Slack-error-Slack-throttling-only-allows-writing-1-chat-message-per-second", "final_url": "https://help.zapier.com/hc/en-us/articles/29451999909517-Slack-error-Slack-throttling-only-allows-writing-1-chat-message-per-second", "title": "Slack error Slack throttling only allows writing 1 chat message per second", "help_title": "Slack error Slack throttling only allows writing 1 chat message per second", "slug": "_platform", "auth_signals": [], "text": "Slack error: Slack throttling only allows writing 1 chat message per second &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Slack error: Slack throttling only allows writing 1 chat message per second Updated May 29, 2026 18:13 When using Slack in your Zap workflows to send messages, you get the error message: (\"('Slack throttling only allows writing 1 chat message per second.', None)\", None) You’ll see this error in the details of a Zap run in your Zap's history. Causes This happens when your Zap triggers frequently in a short space of time, causing you to exceed Slack’s rate limit of sending 1 chat message per second. How to fix To fix this: Add a Delay After Queue action before your Slack action. This will queue your actions and play them one by one in order they were added. Set up your Delay step time to 1 minute or more. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29554237377933-Check-out-the-latest-updates-to-the-publishing-restrictions-feature", "final_url": "https://help.zapier.com/hc/en-us/articles/29554237377933-Check-out-the-latest-updates-to-the-publishing-restrictions-feature", "title": "Check out the latest updates to the publishing restrictions feature", "help_title": "Check out the latest updates to the publishing restrictions feature", "slug": "_platform", "auth_signals": [], "text": "Check out the latest updates to the publishing restrictions feature! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 Check out the latest updates to the publishing restrictions feature! Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've listened to your feedback and made the following updates to publishing restrictions : Admins can no longer approve requests. Only super admins and account owners can. Members can request approval for Zap workflows that: Have private app connections. Are located in private folders. Members cannot request approval for Zap workflows that contain a restricted app that they do not have access to. Approvals now appear in the main navigation sidebar. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29621241506061-Create-linked-records-in-tables", "final_url": "https://help.zapier.com/hc/en-us/articles/29621241506061-Create-linked-records-in-tables", "title": "Create linked records in tables", "help_title": "Create linked records in tables", "slug": "_platform", "auth_signals": [], "text": "Create linked records in tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Create linked records in tables Updated May 06, 2026 16:40 A Linked Record field lets you create a relationship between two different tables. You can use the content of the other table to fill or update records of your current table. Available on plans: Free Professional Team Enterprise You can identify a Linked Record field by the icon. Information in that field will appear surrounded by a border. Example You have two sets of data: A table called \"Orders\" that stores all your shop orders. A table called \"Customers\", with all the customer details, such as their shipping address and email. You can add a Linked Record field to the \"Orders\" table to display the customer's address related to that order. If you update the customer's address on the \"Customers\" table, the address will also be updated in the \"Orders\" table. This ensures that you send the products to the correct address. Add a Linked Record field Click the Add field icon on the right side of a table. Select the Linked Record field type. A sidebar will open. Type a name for the field. Click the Table to link to dropdown menu to select an existing table from your account. Once you select a table, click the Display field dropdown menu to select an existing field from the following allowed field types : Email Number Phone number Text (Optional) Select the Allow linking to multiple records checkbox to let users select multiple options within the same record. Note You can only link records to a table you own. Linked Record fields can only be edited by the owner of the linked table. After creating a Linked Record field, you cannot change the source table or display field. To link to a different table or field, delete the existing Linked Record field and create a new one. Create and update linked records through a Zap You can create or update a table record that has a Linked Record field using a Zap . You can map values from a previous Zap step that match either the ID or the label of one of the existing values in your Linked Record field. Update a multi-value linked record If the Linked Record field allows linking to multiple records, you can update it through a Zap by providing multiple values separated by commas. Each value must match the label of an existing record in the linked table. You can also update an existing record using the Zapier Tables Update Record action, and including both the existing values and the new value in the mapped field. Define how the Zap behaves for invalid records If the value added to a Linked Record field is not a valid option for that field, you can decide how the Zap should act. In the Linked Record Lookup Behavior field , select from: Fail the step if linked record value(s) cannot be found (default) : The Zap will return an error if any of the values in the Linked Record field is not valid. Skip invalid linked record value(s) and continue: The Zap will create or update the record, recording valid values in the Linked Record field, and ignoring any invalid values. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29621371289869-Send-new-records-to-Zap-workflows-manually-or-automatically", "final_url": "https://help.zapier.com/hc/en-us/articles/29621371289869-Send-new-records-to-Zap-workflows-manually-or-automatically", "title": "Send new records to Zap workflows manually or automatically", "help_title": "Send new records to Zap workflows manually or automatically", "slug": "_platform", "auth_signals": [], "text": "Send new records to Zap workflows manually or automatically &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Send new records to Zap workflows manually or automatically Updated May 29, 2026 18:17 Zapier Tables records can trigger or continue Zap workflows . When you connect Zap workflows to a table, you can decide if you want to send records to Zap workflows manually or automatically. Available on plans: Free Professional Team Enterprise Tip Zapier Tables steps that run in a Zap do not count toward your Zap task usage . Decide how records should be sent to Zap workflows How you add or update records to your table will determine how records are sent to Zap workflows. How record is created or updated Default behavior for how records are sent Can you change the default? You create or update records manually. Manually Yes You set up a Zap to automatically create or update records. Automatically No Records created manually When you connect a Zap to a table, it will show a new field called Record status . By default, your table will add a “Pending” label to any records you add or update. This ensures that you know which records have not been sent to Zap workflows and can send them only when you're ready. You can change this setting so the table sends records automatically to your Zap workflows instead. In the toolbar, click the Settings icon . In the Send records section, click Automatically . Records created automatically via Zap If a Zap creates or updates a record in the table, those records will not be set to pending. They will automatically trigger or continue any Zap workflows that are connected to the table. You cannot change this setting. Manually send records to Zap workflows When records are pending, you must take action to send them to Zap workflows. You can decide which records to send and to which Zap workflows, if you’ve connected more than one. Send all pending records to all Zap workflows When records are pending, the Send pending records button will appear at the top of the table. Clicking that button will send all pending records to all linked Zap workflows. Send selected records to Zap workflows You can select specific records and choose which Zap workflows to send them to: Select the checkbox next to the records you want to send to your Zap workflows. To select all visible records, select the checkbox at the header of the table. In the toolbar, click Automate records . A dialog box will open. In the dialog, select the checkbox next to each Zap you want to send records to. Click Send to Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29508922694797-Setting-up-triggers-and-actions-just-got-better", "final_url": "https://help.zapier.com/hc/en-us/articles/29508922694797-Setting-up-triggers-and-actions-just-got-better", "title": "Setting up triggers and actions just got better", "help_title": "Setting up triggers and actions just got better", "slug": "_platform", "auth_signals": [], "text": "Setting up triggers and actions just got better! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Setting up triggers and actions just got better! Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've taken your feedback and used it to improve how you set up triggers and actions in the Zap editor. We've spruced up the right sidebar so its cleaner and more compact, so you can see more info at a glance. Highlights from our improvements include: Adjustable, floating panel Now, you can resize the right sidebar to your needs. Condensed sub-steps Why click through 4 tabs when you can click through 3 tabs instead? We got you. Custom values button Easily switch between selecting a static value from a dropdown menu or entering a custom value instead. Focus mode We shouldn't play favorites, but if we did, this would be a strong contender. Use focus mode when you need more space while setting up steps with lots of info. Also works great on small screen sizes! Static vs dynamic values button Stop accidentally mapping a field when you're just trying to enter some text in your field. Swing-out menus We've decluttered the interface by changing dropdown menus into swing-out menus so they don't cover up valuable building space in the right sidebar. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29124331284237-NetSuite-now-available-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/29124331284237-NetSuite-now-available-on-Zapier", "title": "NetSuite now available on Zapier", "help_title": "NetSuite now available on Zapier", "slug": "_platform", "auth_signals": [], "text": "NetSuite now available on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 NetSuite now available on Zapier Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. You can now use NetSuite with Zapier! Leverage NetSuite’s powerful features for accounting, finance, CRM, inventory, e-commerce, and more, and streamline your workflows like never before. Triggers New Record New or Updated Record Actions Create Record Create or Update Record Update Record Delete Record Find Record Find Records (with line-item support) Learn more about how to get started with Netsuite today! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29712888250509-Zapier-Tables-quick-start-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/29712888250509-Zapier-Tables-quick-start-guide", "title": "Zapier Tables quick start guide", "help_title": "Zapier Tables quick start guide", "slug": "_platform", "auth_signals": [], "text": "Zapier Tables quick start guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier Zapier Tables quick start guide Updated June 22, 2026 15:48 Zapier Tables is an automation-first database solution. With Tables, you can easily store, move, and take action on your data so you can move your work forward faster. Why should I use Tables? You can use Tables to: Create a lead management system : together with Zapier Forms, build a complete system to automate information collection and ensure your team can reach out quickly to leads. Onboard employees faster : allow your new employees to request access to the correct systems and complete paperwork independently. Track expenses : create a table that helps you track your expenses, personal or business-related, and email them for reimbursement directly from the table. Create your first table Log in to Zapier Tables . Click + Create . You can create a blank table or use a template. Create fields Fields can hold different data types that can be enforced to ensure accurate data entry. They can also be connected to Zap workflows to help you send data to other apps. Add records You can add records to a table manually or through Zap workflows , allowing you to receive data from other apps seamlessly. You can filter records and use the Button field to take action on specific records at any time. Usage visibility All users on current plans can view their Zapier Tables record usage. Your account-wide record usage against your plan limits is shown in the bottom-right corner of the table view. Bring your own data You can import existing data into Zapier Tables from several sources, such as a CSV file, Google Sheets, and Microsoft Excel. Zapier Tables will create the fields and import records for you. Create Zap workflows to automate your table Send and receive data from other apps by connecting Zap workflows to your tables . You can trigger from specific fields, from new or updated records, and also add new records to a table. You can automate entire business processes and bring different apps together. Next steps You can choose from an extensive template library to fit different needs and get you started. Collaborate with others by sharing a table with non-Zapier users and giving editing permissions to other members of your Zapier account. You can also connect your table to other automation tools, such as Forms to help you manage customer orders, and Chatbots to help capture and nurture leads. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29723790233613-Small-upgrades-to-the-Members-page-but-big-wins-for-you", "final_url": "https://help.zapier.com/hc/en-us/articles/29723790233613-Small-upgrades-to-the-Members-page-but-big-wins-for-you", "title": "Small upgrades to the Members page but big wins for you", "help_title": "Small upgrades to the Members page but big wins for you", "slug": "_platform", "auth_signals": [], "text": "Small upgrades to the Members page, but big wins for you! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2024 Small upgrades to the Members page, but big wins for you! Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We've added filters to the Members page so it's easier for you to find the info you need. When managing your Team or Enterprise account, you can now view: A user's last login date. All of the teams that a user belongs to (Enterprise plans). &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29672349647245-Build-Zap-workflows-faster-using-Copilot-s-newest-features", "final_url": "https://help.zapier.com/hc/en-us/articles/29672349647245-Build-Zap-workflows-faster-using-Copilot-s-newest-features", "title": "Build Zap workflows faster using Copilot s newest features", "help_title": "Build Zap workflows faster using Copilot s newest features", "slug": "_platform", "auth_signals": [], "text": "Build Zap workflows faster using Copilot&#39;s newest features! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Build Zap workflows faster using Copilot&#39;s newest features! Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We understand that it takes time to figure out what values to use in your Zap step fields. Let Copilot help you get set up faster! When you use Copilot to build your Zap, it can suggest values for your fields, including mapped fields from previous steps. Not sure what a field does? You can ask Copilot to explain so you know exactly what you're building! Learn how to build Zap workflows using Copilot . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30016081259533-Formatter-error-The-Line-item-s-Group-Name-field-should-only-contain-text-or-single-values", "final_url": "https://help.zapier.com/hc/en-us/articles/30016081259533-Formatter-error-The-Line-item-s-Group-Name-field-should-only-contain-text-or-single-values", "title": "Formatter error The Line item s Group Name field should only contain text or single values", "help_title": "Formatter error The Line item s Group Name field should only contain text or single values", "slug": "_platform", "auth_signals": [], "text": "Formatter error: The &#39;Line-item(s) Group Name&#39; field should only contain text or single values &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Troubleshoot Formatter Formatter error: The &#39;Line-item(s) Group Name&#39; field should only contain text or single values Updated May 29, 2026 18:19 Symptoms When using Formatter by Zapier’s Utilities action with the transform Line Itemizer (Create/Append/Prepend) in your Zap workflows, you see the error message “The 'Line-item(s) Group Name' field should only contain text or single values\". You’ll see this error when testing your Zap step or in the details of a Zap run in your Zap history. Causes This happens when the mapped field used in the Line-item(s) Group Name field contains line items. This field can only support one name for a group. How to fix it To fix this: Go to your affected Zap and remove the mapped field containing the line items. In the Line-item(s) Group Name field, enter a static value or add a mapped field that does not contain line items. If you want to transform the previously mapped field, you can convert line items into text strings. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30033168241933-See-more-in-Alerts", "final_url": "https://help.zapier.com/hc/en-us/articles/30033168241933-See-more-in-Alerts", "title": "See more in Alerts", "help_title": "See more in Alerts", "slug": "_platform", "auth_signals": [], "text": "See more in Alerts! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 See more in Alerts! Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. See more info about your alerts by opening the sidebar. For Zap workflows, you can see: The affected Zap. The issue that caused the alert. How many times the issue occurred. When the issue occurred. The folder the Zap is located in. The owner of the Zap. The type of issue. A link to view the run in the Zap editor. For app connections, you can see: The affected app. The issue that caused the alert. When the issue occurred. The owner of the affected app connection. The alert priority. The name of the affected app connection. How many Zap workflows are affected by the app connection issue. A link to reconnect the app. Learn more about viewing issues in your account using the Alerts page . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/29971850476173-Code-by-Zapier-rate-limits", "final_url": "https://help.zapier.com/hc/en-us/articles/29971850476173-Code-by-Zapier-rate-limits", "title": "Code by Zapier rate limits", "help_title": "Code by Zapier rate limits", "slug": "_platform", "auth_signals": [], "text": "Code by Zapier rate limits &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Code Code by Zapier rate limits Updated May 29, 2026 18:14 Code by Zapier steps are rate limited (throttled) to prevent overloading Zapier's infrastructure and ensure reliable performance for all customers. Rate limits control how many Code step requests can run within a time window. Note Zap steps that use other apps may have different rate limits. Learn more about throttling and rate limits for Zap workflows . Code steps also have runtime limits for how long they can run. You can configure extended runtimes for longer execution. Rate limits by plan Plan Rate limit Free 10 requests every 60 seconds Trial 75 requests every 10 seconds Professional and Team 225 requests every 10 seconds Enterprise 225 requests every 10 seconds Common causes of rate limiting: High-volume triggers that fire many times in quick succession Zap workflows processing large batches of data Multiple Zap workflows using Code steps running at the same time What happens when you exceed the limit When a Code step exceeds the rate limit, Zap runs are held until the limit resets. To resolve this: Replay the Zap run to retry the steps in your affected Zap runs. Add a Delay step to your Zap to spread out when actions run. Adjust the flood protection limit to control how many runs process at once. Requires a paid Zapier plan . Related resources Using Code by Zapier Configure extended runtimes for Code steps ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30163447247117-Forms-error-Stripe-component-cannot-collect-payments", "final_url": "https://help.zapier.com/hc/en-us/articles/30163447247117-Forms-error-Stripe-component-cannot-collect-payments", "title": "Forms error Stripe component cannot collect payments", "help_title": "Forms error Stripe component cannot collect payments", "slug": "_platform", "auth_signals": [], "text": "Forms error: Stripe component cannot collect payments &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Troubleshoot Zapier Forms Forms error: Stripe component cannot collect payments Updated January 15, 2026 14:42 Symptoms In Zapier Forms, when you add a new Stripe component to your form project page, an alert appears in the setup dialog box with the message \"You need to finish setting up your Stripe account in order to start collecting payments.\" Causes This can happen if: You connected your account to Zapier, but Stripe requires you to add more information to your Stripe account. You started but did not complete the Stripe connection process and returned to the form project page setup. How to fix it To fix this, log in to your Stripe account to see what information is missing. Once you submit all required information, your account will undergo Stripe's verification process. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30163905596941-Collect-payments-through-your-form-project", "final_url": "https://help.zapier.com/hc/en-us/articles/30163905596941-Collect-payments-through-your-form-project", "title": "Collect payments through your form project", "help_title": "Collect payments through your form project", "slug": "_platform", "auth_signals": [], "text": "Collect payments through your form project &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Collect payments through your form project Updated May 29, 2026 18:15 The Stripe payment component in Zapier Forms lets you collect payments for products or services. You can use your Stripe account on any page of your form project. Available on plans: Free Professional Team Enterprise Connect your Stripe account to the form project From any page in your form project, click the plus sign + at the bottom of the page. A new dialog box will open. Search for and select the Stripe payment component. Click the Go to Stripe onboarding icon to log in to your Stripe account. After you complete this step, Stripe must verify your account. It may take a few minutes, but you can continue creating products while you wait. You'll see a notification at the top of your products while verification is pending. Note If your account is awaiting verification from Stripe, you'll see a notification in the dialog box whenever you add a new Stripe component to a page. You can still add components while the verification is underway, and the notification will disappear once it's complete. Limitations The Stripe payment component does not support: Products and prices created through your Stripe account. Collecting shipping information to send physical products. Add the component and create a new product From any page in your form project, click the plus sign + at the bottom of the page. A new dialog box will open. Search for and select the Stripe payment component. Click Add component . Your component will appear on the page, and a sidebar will open. In the sidebar, complete the fields : Is subscription : mark the product as a subscription. You can then select the interval. Title : the name of your product or service. Description : info about your product or service. Button label : the button text, such as \"Buy now.\" Currency : the currency you're accepting payment in. The component currently supports USD, CAD, and EUR. Value : the price of the product or service. Quantity limit : the maximum amount a user can buy at once. Emoji: an emoji to display with the description and title. Width : how much horizontal space the component will take up. Alignment : how the component should be aligned on the page (right, left, or center). Tip You can add up to three Stripe payment components within a Layout component to display them side by side. Collecting tax for sales You can set up tax collection and calculation during the Stripe account connection process by opting into Stripe Tax and configuring the appropriate tax registration through the Stripe dashboard. Note If you do not configure your tax registrations, taxes will not be automatically collected. Stripe Tax fees apply. Creating subscriptions If you mark your product as a subscription, you can select from the following intervals: Weekly Monthly Annual All subscriptions are recurring with no end date. Canceling a subscription You can cancel a subscription on your customer's behalf through the Stripe dashboard. You can also create a Stripe customer portal for your own users to manage their subscriptions. Refund your customers You can refund your customers through the Stripe dashboard. Stripe's documentation has instructions on how to refund a Stripe payment . Transaction fees For a limited time, Zapier will waive transaction fees for sales through a form project. Stripe may still charge fees, as applicable. Remove your Stripe account To remove your Stripe account from your form project, contact Zapier Support . Automate post-sales processes with actions Once someone orders a product or service, you can automatically continue the sales process using the Actions tab. You can send your customer to another page within the form project or to an external URL, show a notification, or run a Zap. Run Zap workflows for the Stripe transactions You can create Zap workflows that trigger when a successful transaction happens through your Stripe component. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30032119123725-Big-improvements-to-offboarding-users-in-Team-and-Enterprise-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/30032119123725-Big-improvements-to-offboarding-users-in-Team-and-Enterprise-accounts", "title": "Big improvements to offboarding users in Team and Enterprise accounts", "help_title": "Big improvements to offboarding users in Team and Enterprise accounts", "slug": "_platform", "auth_signals": [], "text": "Big improvements to offboarding users in Team and Enterprise accounts! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Big improvements to offboarding users in Team and Enterprise accounts! Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Now, it's easier than ever to remove users in your Team or Enterprise account. Zapier will automatically transfer ownership of your user's Zap workflows, shared folders, and app connections for you. You can still transfer ownership to another user any time too. Learn more about how to remove users from your account . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30306847272077-Google-sheets-runs-faster-than-ever", "final_url": "https://help.zapier.com/hc/en-us/articles/30306847272077-Google-sheets-runs-faster-than-ever", "title": "Google sheets runs faster than ever", "help_title": "Google sheets runs faster than ever", "slug": "_platform", "auth_signals": [], "text": "Google sheets runs faster than ever! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Google sheets runs faster than ever! Updated October 07, 2024 15:49 Behind the scenes, we've spruced up the Google Sheets Create New Spreadsheet Row action to run faster and more efficiently. When you run lots of Google Sheets actions at once, there's less rate limiting and faster processing times.&nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30520228992525-Use-keyboard-shortcuts-on-Zapier-Canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/30520228992525-Use-keyboard-shortcuts-on-Zapier-Canvas", "title": "Use keyboard shortcuts on Zapier Canvas", "help_title": "Use keyboard shortcuts on Zapier Canvas", "slug": "_platform", "auth_signals": [], "text": "Use keyboard shortcuts on Zapier Canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Use keyboard shortcuts on Zapier Canvas Updated March 31, 2026 16:19 You can use keyboard shortcuts with your canvas to speed up your work. Zoom You can use the zoom controls at the top left of the right to zoom in and out, zoom to fit, and more, or use the keyboard shortcuts: Zoom out: Mac: ⌘ Cmd + - Windows: Ctrl + - Zoom in: Mac: ⌘ Cmd + + Windows: Ctrl + + Scroll to zoom: Mac: ⌘ Cmd + Scroll Windows: Ctrl + Scroll Zoom to fit: Mac: ⌥ Option + 1 Windows: Alt + 1 Clean up a layout You can use a keyboard shortcut to clean up the layout of your whole canvas. Mac: ⌘ Cmd + ⇧ Shift + Y Windows: Ctrl + ⇧ Shift + Y Undo and redo Undo: Mac: ⌘ Cmd + Z Windows: Ctrl + Z Redo: Mac: ⌘ Cmd + ⇧ Shift + Z Windows: Ctrl + ⇧ Shift + Z Delete steps Mac: Select step + Delete Windows: Select step + Backspace Tip You can see the full list of keyboard shortcuts by clicking on the Help icon on the top right of your canvas screen. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30296831854733-Formatter-error-413-Request-Entity-Too-Large", "final_url": "https://help.zapier.com/hc/en-us/articles/30296831854733-Formatter-error-413-Request-Entity-Too-Large", "title": "Formatter error 413 Request Entity Too Large", "help_title": "Formatter error 413 Request Entity Too Large", "slug": "_platform", "auth_signals": [], "text": "Formatter error: 413 Request Entity Too Large &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Troubleshoot Formatter Formatter error: 413 Request Entity Too Large Updated May 29, 2026 18:19 Symptoms When using Formatter in your Zap you see the error message “413 Request Entity Too Large” . You may see this error when setting up a Zap or in the details of a Zap run in your Zap history. Causes This happens when the data added in the Input field exceeds the maximum data size of 14 MB. How to fix it To fix this: Ensure the data sent to a Formatter step does not exceed 14 MB. If you know data over 14 MB will come through, use a Code by Zapier step to calculate the size of the data. You can use Javascript or Python . (Optional) You can also use the Code with AI feature to generate a script for you. Once the script is in place, add a filter to your Zap right after the Code step, to stop it running if the data exceeds the limit. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30520451344397-Clean-up-your-canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/30520451344397-Clean-up-your-canvas", "title": "Clean up your canvas", "help_title": "Clean up your canvas", "slug": "_platform", "auth_signals": [], "text": "Clean up your canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Clean up your canvas Updated February 17, 2026 12:56 You can automatically reorganize your canvas to make it easier to see how the steps are connected. You can do this for the whole canvas or for specific steps. Clean up the whole layout You can automatically organize the whole canvas by using the Clean up layout shortcut: Mac : ⌘ Cmd + ⇧ Shift + Y Windows : Ctrl + ⇧ Shift + Y This will straighten connectors and put steps in order based on how they are connected and the process's starting point.&nbsp; Clean up specific steps To reorganize only a subset of your steps:&nbsp; From the toolbar at the bottom of the screen, click the Select tool . Drag the cursor over the steps you want to get recommendations on. A panel will appear. Click: Auto layout for selected steps (left to right) to organize them horizontally. Auto layout for selected steps (top to bottom) to organize them vertically. &nbsp; Note Text boxes will not be moved when you clean up your canvas layout. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30502373791501-Introducing-a-shiny-new-Zap-workflows-page", "final_url": "https://help.zapier.com/hc/en-us/articles/30502373791501-Introducing-a-shiny-new-Zap-workflows-page", "title": "Introducing a shiny new Zap workflows page", "help_title": "Introducing a shiny new Zap workflows page", "slug": "_platform", "auth_signals": [], "text": "Introducing a shiny new Zap workflows page! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Introducing a shiny new Zap workflows page! Updated May 29, 2026 18:17 We’ve overhauled the Zap workflows page with a clean, sleek new design. It’s even easier to view and manage your Zap workflows overhaul. We’ve introduced: Advanced filtering: it’s easier to find what you’re looking for. New sorting capabilities: view your Zap workflows and folders the way you want to. Nested subfolders: view your folders right where they live. Separate Zap workflows and folders views: easily focus your attention. View all: access all Zap workflows and folders you own, plus any additional ones that you have access to in your Team or Enterprise account. Learn more about how you can better organize your Zap workflows and folders ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30533659719565-Automate-more-with-the-Pro-Bundle", "final_url": "https://help.zapier.com/hc/en-us/articles/30533659719565-Automate-more-with-the-Pro-Bundle", "title": "Automate more with the Pro Bundle", "help_title": "Automate more with the Pro Bundle", "slug": "_platform", "auth_signals": [], "text": "Automate more with the Pro Bundle! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Automate more with the Pro Bundle! Updated May 29, 2026 18:17 Note This bundle is no longer available. Find out how to select the right plan for your business . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. You can now purchase the Pro Automation Platform bundle, which includes the Pro version of three of our most popular automation tools—Zap workflows, Interfaces, and Tables—at a discounted price. When you purchase the bundle, you'll receive not only the usual yearly discount for all these products but also an additional US$84 off! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30532391419021-Big-updates-to-the-AI-by-Zapier-app", "final_url": "https://help.zapier.com/hc/en-us/articles/30532391419021-Big-updates-to-the-AI-by-Zapier-app", "title": "Big updates to the AI by Zapier app", "help_title": "Big updates to the AI by Zapier app", "slug": "_platform", "auth_signals": ["api_key"], "text": "Big updates to the AI by Zapier app! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 Big updates to the AI by Zapier app! Updated May 29, 2026 18:17 We’ve rebuilt the AI by Zapier app from the ground up! The revamped app is: Easier to set up. Pull the power of GPT-4o into your Zap, without your own ChatGPT API key. That means you can leverage the power of AI, without paying for a separate AI tool. There’s a new prompt wizard that can draft your prompt for you. Or, you can select one of the pre-built templates that covers common tasks like creating an outline from text or creating email replies. No more fumbling with advanced controls! More customizable. Use the new prompt wizard to draft your prompt for you. Or, you can select one of the pre-built templates that covers common tasks like creating an outline from text or creating email replies. Either way, you can tailor it to your needs. Built on GPT-4o-mini for more power. Its ability to extract data and analyze content is better than ever. Everything you need is built right into Zapier, which means you can make your workflows smarter—at no extra cost. Learn more about how to use AI by Zapier in your Zap workflows. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30547039228813-Analyze-your-chatbot-s-performance", "final_url": "https://help.zapier.com/hc/en-us/articles/30547039228813-Analyze-your-chatbot-s-performance", "title": "Analyze your chatbot s performance", "help_title": "Analyze your chatbot s performance", "slug": "_platform", "auth_signals": ["oauth"], "text": "Analyze your chatbot&#39;s performance &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Analyze your chatbot&#39;s performance Updated May 29, 2026 18:18 The Analytics dashboard lets you analyze your chatbot's past performance. You can review the number of conversations, messages exchanged, top keywords used, and times visitors clicked on links. To view your chatbot metrics: From the Chatbots home , select your chatbot's name . In the sidebar, in the Build section, click Analytics . Past 30 days quick view At the top of the dashboard, there is a quick data comparison between the past 30 days to the previous 30 days for these metrics: Conversations : the number of conversations in the period. Messages : the total number of messages exchanged in all conversations. URLs clicked : how many times visitors clicked URLs shared by the chatbot. The comparison is shown as a percentage of the total number. URLs clicked past 30 days This table displays a list of the URLs that visitors clicked, along with how many times they were clicked through a button, as a link in the conversation, and the total number of clicks. You can use the search box on the top right of the table to search for specific URLs. Conversations This panel displays the number of conversations in the last 90 days as a weekly or daily view. Change how conversation numbers are displayed By default, the Conversations chart displays data in a weekly view. You can view a daily chart by clicking the dropdown menu on the right side of the chart and selecting Daily . Conversation insights This section shows information about users' interactions with the chatbot. Top keywords This chart displays up to 20 keywords most frequently used in conversations. You can use this chart to find what information may be missing and provide it to your chatbot as a knowledge source . Daily sentiment score The daily sentiment score chart shows how users felt about their interactions with the chatbot throughout the past 30 days. Sentiment distribution The sentiment distribution chart displays an analysis of users' overall perceptions for the past 30 days. Limitations Chatbots data cannot be exported. Data is only available for the past 90 days for the Conversations charts. All other charts display the last 30 days of data. The URLs clicked report only tracks clicks that happen in the Chatbots UI. Clicks that happen within a messaging app connected to your chatbot will not be counted. Collecting chatbot data on another app If you want to collect historical data outside of Zapier Chatbots analytics, you can use a Zap to save that information in another app, such as Zapier Tables. To collect the data: From the Chatbots home , click the name of the chatbot . Click the Logic tab. Click Run Zap . Click Create Zap . A new browser tab or window will open with a new Zap. This logic type generates a new Zap with the trigger already filled in. The Chatbot Conversation Completed trigger will be pre-selected with your chatbot ID. You can then continue setting up your Zap by adding a Zap action . Tip You can add a Zap action step for your preferred AI assistant or use AI by Zapier to have it analyze conversations for sentiment and record the assessment in your table or spreadsheet. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30577165587213-Zap-is-triggering-but-missed-some-runs", "final_url": "https://help.zapier.com/hc/en-us/articles/30577165587213-Zap-is-triggering-but-missed-some-runs", "title": "Zap is triggering but missed some runs", "help_title": "Zap is triggering but missed some runs", "slug": "_platform", "auth_signals": [], "text": "Zap is triggering but missed some runs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap is triggering but missed some runs Updated May 29, 2026 18:19 Your Zap is running, but you notice that it missed some data from the trigger app that should have triggered your Zap. Cause There are a few different causes for this: Data pagination in polling triggers Data pagination in polling triggers If your Zap uses a polling trigger , and the app creates more items than the trigger expects, the Zap might miss some information. This happens because the app uses data pagination to limit the amount of data sent to Zapier. The maximum number of records that can be retrieved per poll varies depending on the app and the specific trigger used. Example For example, you have an app in your Zap trigger that can only retrieve 100 of the latest records every time it checks for new information (a process called a poll). If you created 124 records in your app, that polling trigger will miss off the earlier 24 records, as it's beyond the app's limit. Trigger conditions Trigger conditions Your trigger condition may be too restrictive, preventing some expected records from meeting the criteria and triggering your Zap. The app's API might not recognize the record you created The app’s API might not recognize the record you created In certain situations, an app may not recognize a record if it does not meet the API’s specific criteria. For example: Records created manually through the app’s interface might lack the identifiers or metadata required by the API to trigger the Zap. The API may only recognize or interact with data that was originally created or updated through the API itself. How to fix it Go to your Zap history . In the Search your Zap run field, enter data associated with your missing record, like an email address or an ID. This will help to confirm if Zapier was able to trigger on that record. If a Zap run is found, review the Zap run further . Your trigger may be working, but other steps of your Zap cause your workflow not to run as expected. If no Zap run is found, continue onto the next steps. Polling triggers Polling triggers Check if your trigger is a polling trigger: Go to the Zap editor and review your trigger step. - If it has a clock icon with a time stated, this means it’s a polling trigger and this solution applies to your Zap. - If it has a lightning bolt icon , this means it’s an instant trigger and this solution does not apply to your Zap. Continue onto the next steps. Polling trigger Instant trigger If you're using polling triggers, there’s a few things you can do: Depending on your Zapier plan, you can adjust your Zap polling frequency . This allows Zapier to check for new information more often, potentially reducing the pool of available records and allowing the Zap to retrieve them all. This will not bypass an app’s pagination limit. Recover any missing information by doing a one-time transfer . Trigger conditions Trigger conditions Check your triggers conditions (if applicable): Go to the Zap editor and review your trigger step. - If your trigger has a Configure tab, review its current settings. Clear or adjust any fields that may be preventing the Zap from finding your record. App's API restriction App’s API restriction To check if an app has an API restriction: Search the app’s help center or API documentation for restrictions or limitations. Contact the app support team directly. Most Zapier apps are built by the business themselves and they can confirm any known limitations with their Zapier app. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30577158323597-Zap-is-running-slower-than-expected", "final_url": "https://help.zapier.com/hc/en-us/articles/30577158323597-Zap-is-running-slower-than-expected", "title": "Zap is running slower than expected", "help_title": "Zap is running slower than expected", "slug": "_platform", "auth_signals": [], "text": "Zap is running slower than expected &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap is running slower than expected Updated May 29, 2026 18:19 Your Zap is not running when you expect it to. Cause Your Zap uses a polling trigger and the polling interval is longer than you expect. The polling interval is the frequency Zapier uses to check your trigger apps for new data. It varies between 1 and 15 minutes and depends on your plan . For example, if you're on a Free plan, Zapier will check your trigger app for new data every 15 minutes. This means that when you create new items on your app, it may take up to 15 minutes for that information to reach the Zap. How to fix it To make your Zap trigger faster, upgrade your plan . Users on Pro, Team, and Enterprise plans can also change when their polling triggers run for each Zap. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30417613874701-Hide-fields-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/30417613874701-Hide-fields-in-Zapier-Tables", "title": "Hide fields in Zapier Tables", "help_title": "Hide fields in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Hide fields in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Hide fields in Zapier Tables Updated May 06, 2026 16:40 You can hide any field on your table. This does not affect the field's content. Available on plans: Free Professional Team Enterprise Hide fields In the toolbar, click the Hidden fields icon . A panel will open. Clear the checkbox associated with any field you want to hide. You can use the search box to find the field you need. You can update field visibility in bulk using the Show all and Hide all buttons. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30582278131597-Zap-is-not-working", "final_url": "https://help.zapier.com/hc/en-us/articles/30582278131597-Zap-is-not-working", "title": "Zap is not working", "help_title": "Zap is not working", "slug": "_platform", "auth_signals": [], "text": "Zap is not working &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap is not working Updated May 29, 2026 21:51 Your Zap might not be working for a number of reasons. You can use 9,000+ apps in Zapier, making it difficult to cover every specific scenario. However, the following information can help you identify where your Zap may be failing and offer possible solutions. Is the Zap turned on? Your Zap cannot run if it is not turned on. You may have issues turning it on or the Zap keeps turning off. Can’t turn on or publish Zap . Zap is not running Is the Zap triggering? Sometimes your Zap’s trigger may cause the problem. Zap isn't being triggered Zap trigger isn’t sending data Is the Zap returning an error? Errors can occur in both triggers and actions. Those errors may be either app- or Zapier-related. How to troubleshoot errors in Zap workflows Do you have sufficient app permissions? You may not have the right user permissions in an app you’re trying to use. Error: “Not authenticated” or “Unauthorized” Can’t access or use Zapier with other apps Is the Zap not behaving as expected? Your Zap may be set up incorrectly. Zap is creating duplicate data Zap dates or times are incorrect Zap is stuck in a loop Zap does not trigger from existing data General troubleshooting tips Find a solution in the Community: Browse the Zapier Community for questions and answers from other users. You can also ask questions about specific errors. Learn about common problems: Explore additional articles on how to troubleshoot Zap workflows . App help documentation : Review the documentation for the specific app in the Zapier Help Center or the app’s own help center. It may contain more specific troubleshooting advice. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30618277174029-A-few-more-easy-hacks-for-the-Zap-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/30618277174029-A-few-more-easy-hacks-for-the-Zap-editor", "title": "A few more easy hacks for the Zap editor", "help_title": "A few more easy hacks for the Zap editor", "slug": "_platform", "auth_signals": [], "text": "A few more easy hacks for the Zap editor! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 A few more easy hacks for the Zap editor! Updated October 03, 2025 15:31 Working on a new Zap and want to steal a step from another Zap? Now, it's easier than ever--you can copy steps straight from published mode. No need to edit the Zap to copy a step anymore. You can also use the new forward slash command to quickly open the swing out menu so you can map a field from a previous step. Just type / in the field to open then swing out menu. Really, that's it! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30849076463885-App-updates-Tableau-Canva-BambooHR-Salesloft-and-Looker", "final_url": "https://help.zapier.com/hc/en-us/articles/30849076463885-App-updates-Tableau-Canva-BambooHR-Salesloft-and-Looker", "title": "App updates Tableau Canva BambooHR Salesloft and Looker", "help_title": "App updates Tableau Canva BambooHR Salesloft and Looker", "slug": "_platform", "auth_signals": [], "text": "App updates: Tableau, Canva, BambooHR, Salesloft, and Looker &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2024 App updates: Tableau, Canva, BambooHR, Salesloft, and Looker Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Tableau: New app Tableau is now available on Zapier, enabling you to automate key data visualization tasks. The app includes the following triggers and actions: Triggers: Datasource Event : Activates when a datasource event occurs. Datasource Refresh Event : Triggers when a datasource is refreshed. User Deleted : Fires when a user is deleted from Tableau. Deleted Workbook View : Activates when a workbook view is deleted. Label Event : Triggers when a label event occurs. List Extract Refresh Tasks : Lists extract refresh tasks in Tableau. Workbook Event : Fires when a workbook event occurs. Workbook Refresh Event : Triggers when a workbook is refreshed. Actions: Download View : Download a Tableau workbook view. Run Extract Refresh Task : Run an extract refresh task in Tableau. Create Workbook Refresh : Set up a workbook refresh task. Find View : Locate an existing workbook view. Find Workbook : Search for an existing workbook. This app enhances your Tableau workflows by automating data management and visualization updates. Canva: New app Canva is now available on Zapier, offering powerful new ways to automate your design workflows. The app includes the following actions: Upload Asset Create Design Export Design Import Design Move Folder Item Find Design Get Asset Upload Job Get Design Export Job Get Design Import Job Find or Create Design This app helps streamline your design processes by automating asset management and design creation. BambooHR: app update Added two new triggers: New Employee trigger, which activates when a new employee is added. Update Employee trigger, which activates when an existing employee's details are updated. Salesloft: App update Added a new trigger User Created or Updated . This activates whenever a user is created or updated in Salesloft. This helps automate workflows based on user changes. Looker: bug fix Fixed an issue with the Execute SQL query action that caused individual rows to be returned as separate items, rather than as line items. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31166292457485-Remove-extra-text-from-your-Zap-data", "final_url": "https://help.zapier.com/hc/en-us/articles/31166292457485-Remove-extra-text-from-your-Zap-data", "title": "Remove extra text from your Zap data", "help_title": "Remove extra text from your Zap data", "slug": "_platform", "auth_signals": [], "text": "Remove extra text from your Zap data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Remove extra text from your Zap data Updated April 10, 2026 17:14 Available on plans: Free Professional Team Enterprise Formatter’s Text action has two transforms that you can use to remove extra whitespace in your data, like spaces and new lines, or to trim the total length of your data. This is helpful when the whitespace causes issues in another field or another field has a character limit. Trim whitespace : removes any whitespace at the beginning or end of your string. Truncate : shortens your string to a maximum length that you designate. Example You’re trying to map a phone number field from your form trigger to a phone number field in your email marketing platform but when users enter an extra space after the phone number, it causes an error. You can use the Trim Whitespace transform to remove it. You want to re-post your Facebook post in Instagram but Instagram has a shorter character limit. You can use the Truncate transform to shorten your post. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select the transform that you want the Zap to perform on your string: Trim whitespace . Truncate . In the Input field, manually enter the string you want to transform or map a field from a previous step. If you’re using the Truncate transform: In the Max Length field, enter the maximum number of characters that your copy should contain before the transform truncates it. (Optional) In the Skip Characters field, enter the number of characters that the transform should ignore at the start of the string before counting for truncating. (Optional) In the Append Ellipsis? Field, select Yes to add an ellipsis ... to the end of your truncated string to indicate it was shortened. Otherwise, select No. Click Continue to continue to the Test tab. 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30520571325325-Share-your-canvas-publicly", "final_url": "https://help.zapier.com/hc/en-us/articles/30520571325325-Share-your-canvas-publicly", "title": "Share your canvas publicly", "help_title": "Share your canvas publicly", "slug": "_platform", "auth_signals": [], "text": "Share your canvas publicly &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Collaborate on a canvas Share your canvas publicly Updated February 20, 2026 12:27 If you want to share a process with people outside of your Zapier account, you can do so by sharing a view-only link or downloading an image file of the process.&nbsp; Share a public link You can create a public link to share your canvas as view-only. From the Canvas home , click the name of your canvas . Click Share on the top right corner of the screen. Click the Public link tab.&nbsp; Click the copy icon to copy the link to your clipboard. You can disable the public URL by clicking the trash icon . Share a PNG of the process You can also send a PNG image file of the process to others. From the Canvas home , click the name of your canvas . Click Share on the top right corner of the screen. Click Download PNG to get a PNG file of the whole canvas. The file will be saved to your computer. Tip If you are part of a Team or Enterprise Zapier account, you can also invite members to collaborate on your canvas .&nbsp; If your canvas is in a folder, you can pin it to the folder's documentation tab so others in your account can find it quickly. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30849592994445-App-updates-Contentful-Outreach-and-Sage-Intacct", "final_url": "https://help.zapier.com/hc/en-us/articles/30849592994445-App-updates-Contentful-Outreach-and-Sage-Intacct", "title": "App updates Contentful Outreach and Sage Intacct", "help_title": "App updates Contentful Outreach and Sage Intacct", "slug": "_platform", "auth_signals": [], "text": "App updates: Contentful, Outreach, and Sage Intacct &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2024 App updates: Contentful, Outreach, and Sage Intacct Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Contentful: New app Contentful is now available on Zapier! You can automate your workflows with these new triggers and actions: Triggers: Entry Published Updated Entry New Entry Actions: Create Entry&nbsp; Update Entry Publish Entry Find Entry&nbsp; Seamlessly manage your content by connecting Contentful to your favorite apps. Outreach: new app Outreach is now available on Zapier! You can streamline your sales and communication processes with the following triggers and actions: Triggers: Completed Sequence Task New Call New Prospect Updated Account New Account New Opportunity New Task Updated Call Actions: Add Prospect to Sequence Create Prospect Find Sequence&nbsp; Automate your sales outreach and manage prospects more efficiently by integrating Outreach with your favorite tools. Sage Intacct: app updates Sage Intacct has introduced new capabilities to enhance your financial workflows on Zapier: Create Invoice action Find Bill action Easily automate your invoicing and bill management processes by connecting Sage Intacct with your other apps. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31169213267085-Use-Formatter-to-decode-and-encode-HTML-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/31169213267085-Use-Formatter-to-decode-and-encode-HTML-in-Zap-workflows", "title": "Use Formatter to decode and encode HTML in Zap workflows", "help_title": "Use Formatter to decode and encode HTML in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use Formatter to decode and encode HTML in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Use Formatter to decode and encode HTML in Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise URLs can only be transmitted over the internet using ASCII character sets.Your URL must be encoded properly to work. If you have an encoded URL and want to convert it into plain text, you must decode it. Formatter’s Text action has two transforms that you can use encode and decode URLs. URL Decode : removes any URL encoding in your data. URL Encode : encodes your data in a valid URL format. Example You’re doing an audit of your website to share with a part of your organization’s leadership, who is not familiar with URL encoding. You can use the URL Decoder transform to change it into plain text so it’s easier for them to read. It goes from “financial+assets+2024+in+%24” to “financial assets 2024 in $”. You’re building a new page on your website and want to use the page title, “Awesome home projects!” as a slug in your URL. You can use the URL Encode transform to encode it, resulting in “Awesome+Home+Projects%21” instead. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select the transform that you want the Zap to perform on your string: URL Decode . URL Encode . In the Input field, manually enter the string you want to transform or map a field from a previous step. If you’re using the URL Decode transform: In the Convert plus to spaces? field, select True if you want Formatter to change all plus signs + into spaces or select False if you want Formatter to keep all plus signs + as plus signs. If you’re using the URL Encode transform: In the Convert space to plus? Field, select True if you want Formatter to change all spaces into plus signs + or select False if you want Formatter to leave all spaces as spaces. Click Continue to continue to the Test tab. 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31169547903245-Count-the-number-of-characters-or-words-in-your-Zap-fields", "final_url": "https://help.zapier.com/hc/en-us/articles/31169547903245-Count-the-number-of-characters-or-words-in-your-Zap-fields", "title": "Count the number of characters or words in your Zap fields", "help_title": "Count the number of characters or words in your Zap fields", "slug": "_platform", "auth_signals": [], "text": "Count the number of characters or words in your Zap fields &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Count the number of characters or words in your Zap fields Updated April 10, 2026 17:14 Available on plans: Free Professional Team Enterprise If you’re working with apps that have character or word count limitations, you can use two transforms in Formatter’s Text action to count how many characters or words are in your data: Length : counts the number of characters in your data. Word Count : counts the number of words in your data. Example If you are an editor on your social media marketing team, you can use the Length and Word Count transforms to do a pre-check of the marketing copy that your writer’s submit. Formatter can ensure it meets the character and word count limits in your social media apps before you even take a look at the copy, then send them a notification if it does not. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select the transform that you want the Zap to perform on your string: Length . Word count . In the Input field, manually enter the string you want to transform or map a field from a previous step. If you’re using the Length transform: In the Ignore Whitespace? Field, select True if you want the count to exclude any spaces in your data or select False if you want the count to include all spaces too. Click Continue to continue to the Test tab. 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31254058977293-File-types-supported-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/31254058977293-File-types-supported-in-Zapier-Forms", "title": "File types supported in Zapier Forms", "help_title": "File types supported in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "File types supported in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Build forms File types supported in Zapier Forms Updated April 10, 2026 14:10 You can use the following file types with the File upload field in your form project's Form component : Available on plans: Free Professional Team Enterprise Image file types **File extension** **File type** .JPG JPEG Image File .JPEG JPEG Image File .PNG Portable Network Graphic .GIF Graphical Interchange Format File .WEBP Web Picture File .BMP Bitmap Image File .TIFF Tagged Image File Format .ICO Icon File .EPS Encapsulated PostScript File .PSD Photoshop Document File Document file types **File extension** **File type** .PDF Portable Document Format File .DOC Microsoft Word Document File .DOCX Microsoft Word Open XML Document File .TXT Plain Text File .CSV Comma-Separated Values File .XLS Microsoft Excel Spreadsheet File .XLSX Microsoft Excel Open XML Spreadsheet File .PPT Microsoft PowerPoint Presentation File .PPTX Microsoft PowerPoint Open XML Presentation File .XML Extensible Markup Language File Font file types **File extension** **File type** .TTF TrueType Font File .OTF OpenType Font File Audio file types **File extension** **File type** .MP3 MPEG Audio Layer III File .OGG Ogg Vorbis Audio File .OPUS Opus Audio File .WAV Waveform Audio File .M4A MPEG-4 Audio File Video file types **File extension** **File type** .MP4 MPEG-4 Video File .M4V MPEG-4 Video File .MKV Matroska Video File .WEBM WebM Video File .MOV Apple QuickTime Movie File .WMV Windows Media Video File .AVI Audio Video Interleave File .MPG MPEG Video File .OGV Ogg Video File .3GP 3GPP Multimedia File .3G2 3GPP2 Multimedia File Compressed file types **File extension** **File type** .ZIP Zip Archive File ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31261767095693-Add-suggested-questions-to-your-chatbot-conversations", "final_url": "https://help.zapier.com/hc/en-us/articles/31261767095693-Add-suggested-questions-to-your-chatbot-conversations", "title": "Add suggested questions to your chatbot conversations", "help_title": "Add suggested questions to your chatbot conversations", "slug": "_platform", "auth_signals": [], "text": "Add suggested questions to your chatbot conversations &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Add suggested questions to your chatbot conversations Updated April 10, 2026 14:11 The Suggestions logic type shows suggested questions at the beginning or during a conversation to help your users get the conversation started with a chatbot. Set up suggestions From the Chatbots home , click the name of the chatbot. Click the Logic tab. If you have no logic types set, click Suggestions . Otherwise, click + Add logic and select Suggestions . In the When to show suggestions dropdown menu, select when the chatbot should show these suggestions: At the beginning of the conversation. After every chatbot response. In one of the Suggestions text field, enter a suggestion. You can keep the existing examples or edit them. Click + Add suggestion to add another one. You can add up to 5 suggestions. Click Create logic . Edit suggestions To edit existing suggestions: Click the Logic tab. Click Show suggested messages . Click the text field of a suggestion to edit it. Click the Drag icon to move suggestions to your preferred order. Click the Delete icon to remove a suggestion. Click Save . Customize suggestions on mobile and embedded Mobile and embedded chats display only two suggestions to prevent them from taking up too much screen space. If there are more suggestions, a \"Show more\" link will appear, and you can change its label. Click the Logic tab. Click Show suggested messages . In the Mobile/embedded link text field, enter the text for the link. Click Save . Allow AI-generated suggestions Available on plans: Free Pro Advanced You can let the chatbot offer suggestions based on the content of the conversation. From the Chatbots home , click the name of the chatbot. Click the Logic tab. Click Show suggested messages . Turn on the Add AI-generated suggestions toggle. Click Save changes . Note The conversation will display up to 2 AI-generated suggestions. Suggestions are based on the last 10 messages exchanged or on the greeting if you set them to appear only at the beginning of the conversation. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31166462483725-Select-a-random-number-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/31166462483725-Select-a-random-number-in-Zap-workflows", "title": "Select a random number in Zap workflows", "help_title": "Select a random number in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Select a random number in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Numbers Select a random number in Zap workflows Updated May 29, 2026 18:19 With Formatter's Random Number transform, you can generate a random number that can be used in other Zap steps. This can be useful if, for example, you need to randomly select the winner of a prize draw. 1. Add a Formatter step to your Zap In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Numbers . Click Continue . 2. Set up your transform Next, set up the action: Click the Transform dropdown menu and select Random Number . You must select the range the step will use to select a number. You can enter a number or map data from a previous step. Lower range: the lowest number that can be selected. Upper range: the highest number that can be selected. Decimal points: how many decimal places to use for the resulting number. Click Continue . 3. Test your step Click Test step . If the transformation is successful, the step will return a random number. The result will change every time the step is run. Once you’ve set your Formatter step to generate a random number, you can add other actions to use the result in your Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31262099443469-Big-Code-improvements", "final_url": "https://help.zapier.com/hc/en-us/articles/31262099443469-Big-Code-improvements", "title": "Big Code improvements", "help_title": "Big Code improvements", "slug": "_platform", "auth_signals": [], "text": "Big Code improvements! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2024 Big Code improvements! Updated May 29, 2026 18:17 We've updated the Code app so it's easier to use and more powerful. We've built a more advanced code editor with features like syntax highlighting, line numbering, and tooltips. Troubleshooting is easier too with improved error message. Now, it's easier to trace issues for easier debugging and we've fixed the bug that caused line numbers to misalign in error messages. Lastly, there's better IntelliSense for Javascript, with autocomplete support for variables, functions, and built-in objects. Learn how to use Code for Javascript and Python today! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31163498688781-Convert-the-letter-casing-in-a-text-string-in-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/31163498688781-Convert-the-letter-casing-in-a-text-string-in-your-Zap-workflows", "title": "Convert the letter casing in a text string in your Zap workflows", "help_title": "Convert the letter casing in a text string in your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Convert the letter casing in a text string in your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Transform data Formatter Text Convert the letter casing in a text string in your Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise Formatter’s Text action has several transforms that you can use to change the letter case in a string of text: Capitalize : capitalizes the first character of every word. Lowercase : replaces all uppercase letters with lowercase. Title case : capitalizes the first character of every word, excluding articles, adpositions, and conjunctions. Uppercase : replaces all lowercase letters with uppercase. This is helpful when you need a different format in later steps in your Zap. Example If you want to convert the title of a blog post from title case to uppercase to use in a social media post, you can use the Uppercase transform. It’ll transform “100 Things You Can Do on Zapier” to “100 THINGS YOU CAN DO ON ZAPIER” so your title stands out to your followers. 1. Add a Formatter step In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Formatter . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu and select Text . Click Continue to continue to the Configure tab. 2. Set up your transform Click the Transform field to open the dropdown menu, then select the transform that you want the Zap to perform on your string: Capitalize . Lowercase . Title case . Uppercase . In the Input field, manually enter the string you want to transform or map a field from a previous step. Click Continue to continue to the Test tab. 3. Test your action Click Test step . The Data out tab will display the transform output so you can confirm your string was formatted correctly. If the new data is not what you expect, you can adjust the transform settings and retest the step again. Once you’ve set up your Formatter action, you can use the results in further actions in your Zap. Learn more about how to automatically convert text case in your Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/30417647078925-Sort-records-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/30417647078925-Sort-records-in-Zapier-Tables", "title": "Sort records in Zapier Tables", "help_title": "Sort records in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Sort records in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Sort records in Zapier Tables Updated May 06, 2026 16:40 You can sort records to view them in a different order in your table. If the table is not sorted, records appear by order of inclusion. Available on plans: Free Professional Team Enterprise Sort records You can sort records from the toolbar or from a field header. From the toolbar From a field header Sort from the toolbar In the toolbar, click the Sort icon. Select the field you want to sort by. Select Ascending or Descending . The active sort will appear as a tag in the toolbar (for example, Company: Descending ). Sort from the field header Click the header of the field you want to sort by. In the dropdown menu, click Ascending or Descending . The active sort appears as a tag in the toolbar. Clear sorting To remove a sort, use one of these methods: Click the x on the sort tag in the toolbar. Click the header of the field that is currently sorted, then click Clear sort in the dropdown menu. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31414550087949-Better-visual-and-contextual-troubleshooting-with-Zap-runs-in-the-editor", "final_url": "https://help.zapier.com/hc/en-us/articles/31414550087949-Better-visual-and-contextual-troubleshooting-with-Zap-runs-in-the-editor", "title": "Better visual and contextual troubleshooting with Zap runs in the editor", "help_title": "Better visual and contextual troubleshooting with Zap runs in the editor", "slug": "_platform", "auth_signals": [], "text": "Better visual and contextual troubleshooting with Zap runs in the editor! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2024 Better visual and contextual troubleshooting with Zap runs in the editor! Updated October 03, 2025 15:31 Now, when you click on any Zap run, it will first open in the Zap editor, with the Zap run sidebar opened and filter to that specific run. This allows you to review the error within the context of the actual Zap so you can compare the errored run to how the Zap is set up.&nbsp; What's more - Zap runs in the editor have full feature parity with Zap runs in the Zap history page now too! You can still return to the Zap run view in the Zap history page by clicking the link in the Zap run sidebar. When you click Help me fix it , you'll be automatically redirected to the Zap editor to troubleshoot in-line with your Zap setup. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31449089478797-Get-started-with-your-free-Zapier-Chatbots-add-on-trial", "final_url": "https://help.zapier.com/hc/en-us/articles/31449089478797-Get-started-with-your-free-Zapier-Chatbots-add-on-trial", "title": "Get started with your free Zapier Chatbots add on trial", "help_title": "Get started with your free Zapier Chatbots add on trial", "slug": "_platform", "auth_signals": ["api_key"], "text": "Get started with your free Zapier Chatbots add-on trial &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Get started with your free Zapier Chatbots add-on trial Updated May 29, 2026 18:18 The Zapier Chatbots trial is available to all users on a Free Chatbots account. It will automatically begin when you create your first Chatbot on your Zapier account. With a trial, you can test all the paid features of Zapier Chatbots for 14 days. This includes all Advanced plan features: Add knowledge sources and schedule a knowledge source sync . Collect custom lead information . Embed your chatbot as a pop-up or inline on your website. Customizable colors and branding . Remove the Zapier label . Use different AI models by connecting your own API key. Add AI-generated suggestions . Note Zapier Chatbots trials are separate from Zap workflows trials . You can begin a Chatbots trial even if you have already finished your Zap workflows trial. Trial limitations During the trial, your Chatbots account is limited to: 2 chatbots. Up to 500Kb usage for knowledge source per chatbot. Additionally, if you are on a Team or Enterprise Zapier plan , the Chatbots trial will be available to all account members at the same time, and the number of chatbots will be shared amongst all account members. What happens once the trial ends If you upgrade to a paid plan during the trial, you'll maintain the limits of the plan you select. Learn more about the features and limits of each plan . If you do not upgrade your account to a paid plan within 14 days, any chatbot that uses paid features will be locked, and your account will be put on the Free Chatbots plan. You will not be able to edit chatbots with paid features, and any embedded chatbots will be disabled. The settings of a locked chatbot are saved, so you can upgrade at any time to regain access. However, if you delete the chatbot, it cannot be recovered, even if you upgrade. Extend your trial Your free trial lasts 14 days. At the end of your initial period, you can extend the trial one time for three extra days. You'll see a button within your Chatbots home to automatically request the extension. If you have further questions, contact the Zapier Chatbots team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31466726600461-Enhanced-Zap-analytics-and-reporting", "final_url": "https://help.zapier.com/hc/en-us/articles/31466726600461-Enhanced-Zap-analytics-and-reporting", "title": "Enhanced Zap analytics and reporting", "help_title": "Enhanced Zap analytics and reporting", "slug": "_platform", "auth_signals": [], "text": "Enhanced Zap analytics and reporting! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2024 Enhanced Zap analytics and reporting! Updated October 03, 2025 15:31 Gain total visibility and control over your Zapier usage with our upgraded Analytics dashboard! Real-time ROI insights: See exactly how much time your team has saved with Zapier. Cleaner, actionable UI: Each KPI card, chart, and table row links to a page with more details. Enhanced reporting: Preview full datasets directly and download them as CSV files for deeper analysis. Customize by usage period to see task usage trends and error rates. Learn more about how to review your account usage in the analytics dashboard . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31454197788557-Speed-up-Zap-building-by-pinning-your-favorite-apps-and-events", "final_url": "https://help.zapier.com/hc/en-us/articles/31454197788557-Speed-up-Zap-building-by-pinning-your-favorite-apps-and-events", "title": "Speed up Zap building by pinning your favorite apps and events", "help_title": "Speed up Zap building by pinning your favorite apps and events", "slug": "_platform", "auth_signals": [], "text": "Speed up Zap building by pinning your favorite apps and events! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2024 Speed up Zap building by pinning your favorite apps and events! Updated May 29, 2026 18:17 Do you frequently use the same apps or app events in your Zap workflows? Now, you can pin them so they always appear at the top! Save time by having the apps and app events you use most within easy reach. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31471114927501-Connect-your-chatbot-to-messaging-apps-through-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/31471114927501-Connect-your-chatbot-to-messaging-apps-through-Zap-workflows", "title": "Connect your chatbot to messaging apps through Zap workflows", "help_title": "Connect your chatbot to messaging apps through Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Connect your chatbot to messaging apps through Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Connect your chatbot to messaging apps through Zap workflows Updated May 29, 2026 18:18 Available on plans: Free Pro Advanced Zapier Chatbots can automate communication with users and customers in other apps. By combining Chatbots and Zap workflows , you can build workflows to reply to messages and questions from apps like Facebook Messenger, Gmail, Zendesk, and more. Learn how to set up a chatbot . Example You receive a lot of contacts about your services through Intercom and would like to use Zapier Chatbots to answer them. You can create a Zap with the following steps: Trigger : New Conversation in Intercom Action 1 : Generate Reply to Message in Zapier Chatbots Action 2 : Reply to Conversation in Intercom With this Zap, whenever someone starts a conversation, the content is sent to your chatbot, which generates a response and sends it back to Intercom. You can create a connection from your chatbot to a Zap from scratch or using a template. Build from scratch Use a template Build from scratch From the Chatbots home , click the name of your chatbot . Click the Integrations tab . Click Build from Scratch . Click Create Integration . A new window or tab will open with your new Zap. 1. Set up your trigger Your Zap will come with a blank trigger. Your trigger app is the app you use to communicate with users. After you select your app, you will select the trigger event that should start the Zap. Learn how to set up a Zap trigger . 2. Set up your Zapier Chatbots action The action step for Zapier Chatbots will be preset for you, using Generate Reply to Message as your action. In the Zap editor, select the Generate Reply to Message step. A dialog box will open. Click the Configure tab. You must update the Conversation Key and User Message fields in this tab. Conversation Key field The Conversation Key field will display a Thread ID field mapped from the trigger. Replace it with an existing field from your trigger app . You can map a session ID or user email address, for example. Using a consistent key allows the chatbot to continue a conversation. User Message field The User Message field lets you provide more instructions for the chatbot, such as which app or channel the conversation is on or any other instruction you'd like to provide. In this field, you must map the trigger field that contains the user's message. This field works alongside the directive of your chatbot . Learn more about making an omnichannel chatbot. Click Continue . You'll be redirected to the Test tab. Click Test step . The Zap will attempt to send the user message to your chatbot and return the chatbot's response. If you do not want to test the step live, click Skip test . 3. Add an action step to send a reply to the app Your Zap will come with a blank second action step. Once you set up your Zapier Chatbots step, you must add an action step using an event that sends the response back to your user. The name of the action event and how you set it up will depend on the app you're using. Learn more about setting up your Zap action . Using templates For a faster setup, explore pre-built Zap templates for connecting your chatbot to apps. Currently, templates are available for: Slack Gmail Zendesk Facebook Messenger Next steps You can also offer customized responses by adding your own knowledge sources to the chatbot. You can create an omnichannel chatbot by changing the information you use in the chatbot's direct and Zap's User Message fields. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32337438839565-What-s-included-in-Zapier-s-Free-plan", "final_url": "https://help.zapier.com/hc/en-us/articles/32337438839565-What-s-included-in-Zapier-s-Free-plan", "title": "What s included in Zapier s Free plan", "help_title": "What s included in Zapier s Free plan", "slug": "_platform", "auth_signals": ["premium"], "text": "What’s included in Zapier&#39;s Free plan? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans What’s included in Zapier&#39;s Free plan? Updated May 29, 2026 18:18 When you sign up for a Zapier account, you’ll get a 14-day trial to explore the premium features of a paid plan. If you decide not to upgrade to a paid plan at the end of this period, or if you downgrade to the Free plan, these features will no longer be available. Features of the Free plan With a Free plan, you have access to: Unlimited assets : Create as many Zap workflows, tables, and forms as you want. 100 tasks : The Free plan gives you 100 tasks per month to use between Zap workflows and MCP server actions . 2,500 records : Add up to 2,500 records to your tables. 10 pages : Create up to 10 form project pages . Single user : One user per account. 15-minute polling interval : Zap workflows with polling triggers check for updates every 15 minutes. Two-step Zap workflows : Create Zap workflows with one trigger and one action. Two-factor authentication : Keep your account safe with two-factor authentication. Drafts : Save Zap workflows in progress without interrupting running Zap workflows. Custom actions : Create a customized action for an app. Custom test records : Test your Zap workflows with different data by modifying the values of your trigger. Copilot : use AI to help you create and automate your work. Zapier automation platform : Access free versions of Zapier Chatbots and Zapier Agents . Get help from the Zapier Community : ask questions and share ideas with other Zapier users through the Zapier Community . Upgrade to a paid plan Paid plans allow you to use premium features, such as: Premium apps : Use some of the most popular apps with Zapier. Multi-step Zap workflows : Add more than one action to your Zap. Larger limits : get more tasks, more records in tables, and more pages for your form projects. Versions : Roll back to a previous version of a Zap. AI on Zapier Tables : Create AI Fields and enrich your data using AI. Payments component : Use the Stripe payment component in Zapier Forms to collect payments from your users. Autoreplay : If your Zap errors, it will automatically retry the action . Faster polling times : Polling times of up to 1 minute, and you can customize the polling time per Zap . Different levels of support : Get access to 24/7 email support, live chat, and many more. There's a range of support options to fit your needs. Upgrade your account to get access to these and many other features. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31658938198797-Slack-error-Slack-workspace-has-reached-a-rate-limit-for-this-action", "final_url": "https://help.zapier.com/hc/en-us/articles/31658938198797-Slack-error-Slack-workspace-has-reached-a-rate-limit-for-this-action", "title": "Slack error Slack workspace has reached a rate limit for this action", "help_title": "Slack error Slack workspace has reached a rate limit for this action", "slug": "_platform", "auth_signals": [], "text": "Slack error: Slack workspace has reached a rate limit for this action &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Slack error: Slack workspace has reached a rate limit for this action Updated May 29, 2026 18:13 When using Slack in your Zap workflows to send messages, you get the error message “Slack workspace has reached a rate limit for this action”. You’ll see this error in the details of a Zap run in your Zap's history. Causes This happens when your Zap triggers too frequently in a short space of time, causing it to exceed Slack’s rate limit of sending 1 chat message per second. How to fix To fix this: Replay the Zap run . This will retry the steps in your affected Zap runs. Add a Delay After Queue action before your Slack action. This will allow your actions to be added to a queue and played one at a time, in the order they were added to the queue. Set up your Delay step time to 1 minute or more. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31709122224653-Enter-data-in-Zap-fields", "final_url": "https://help.zapier.com/hc/en-us/articles/31709122224653-Enter-data-in-Zap-fields", "title": "Enter data in Zap fields", "help_title": "Enter data in Zap fields", "slug": "_platform", "auth_signals": [], "text": "Enter data in Zap fields &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics Enter data in Zap fields Updated May 29, 2026 18:20 When you build your Zap, you decide what data should automatically flow through each step. You do this by entering values into fields in each step. Those values can be static, meaning they’re the same every time the Zap runs, or they can be dynamic, meaning they change. How you enter values in a field will vary depending on the field. Types of values There are two types of values: static and dynamic. Static values Static values are fixed and do not change. Use static values when you want to send the same value every time the Zap runs. Dynamic values Dynamic values are variable and will change. Use dynamic values when you want to send a different value every time the Zap runs. Note Each field is limited by its field type. Each field type will only accept values that are formatted in a specific way. Learn more about field types in Zap workflows . How to enter values in a field There are three ways to enter values in fields: by manually entering a value, mapping fields from previous steps in your Zap, or selecting a value from a dropdown menu. Manually entering a value You can manually enter a value by typing or pasting it directly into the field. This is how you enter static values. Field mapping Field mapping is a way to connect two fields so data flows between them. When you map fields, your Zap will automatically take the output of the first field and enter it as an input in the second field. This is how you enter dynamic values in the second step. You can only map fields that are in separate steps. Data will always flow in one direction, from the preceding step to the subsequent step. The mapped field is displayed as a pill, or bubble, encasing info about the preceding step where the value is coming from. This includes the: Icon for the app used. Step number. Field name (black, bold text) followed by a colon. Field value (plain gray text). The value is a placeholder that comes from the test record created when you tested the preceding step. It will only be used by your Zap when you test this step during editing. Once you publish your Zap, real data from your apps will flow through the Zap. You can manually enter values or map fields from previous steps or variables in any field that has a “+” button at the end of the input box. Learn how to map fields in Zap workflows. Selecting from a dropdown menu You can identify a dropdown menu field by the stacked up and down arrows at the end of the input box. They have preset options for you to choose from. When you click on the field, the dropdown menu opens so you can select an option. Your selection is a static value. If you want to enter a different value than what is offered in the dropdown menu, you must use a custom value instead. Custom values allow you to manually enter or map fields in the dropdown menu. To the right of a dropdown menu, there’s a settings button that allows you to switch between the default static option and a custom option in the dropdown menu field. Learn how to use a custom value in a field. Example You want to create a workflow where every time you create a new monthly sales spreadsheet, you send an email that includes a URL link to the spreadsheet. Your trigger includes a field, Direct Link, that contains the link you want to use. In the action step: You can enter the email subject as a static value in the Subject field by typing in “Monthly sales report”. You also want to include the timestamp for when the spreadsheet was created, which is available in your trigger’s Created Date field, so you can map that after your static value. In the Body field, you can map the Direct Link field from the trigger step as a dynamic value. Each time you create a new spreadsheet, the Direct Link field will have a different link that corresponds to the new spreadsheet. Because you mapped it to the Body field, the value will adjust accordingly. In the Body type field, you can select “Plain” so you can use plain text in the Body field, instead of HTML. - If you wanted to dynamically update the value in the Body type field, you could use a custom value instead of selecting from the dropdown menu. For example, if you wanted to use Html as a value, you'd enter \"html\" to match the ID shown in gray text in the dropdown menu. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31852538658189-Add-a-Link-button-to-a-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/31852538658189-Add-a-Link-button-to-a-chatbot", "title": "Add a Link button to a chatbot", "help_title": "Add a Link button to a chatbot", "slug": "_platform", "auth_signals": [], "text": "Add a Link button to a chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Add a Link button to a chatbot Updated April 10, 2026 14:11 Available on plans: Free Pro Advanced The Link button logic type lets you display a clickable button that opens a URL, such as a contact form, support page, or any other link you prefer, directly from the chat window. You can display the button when the conversation starts or when a user enters a specific keyword. Create the Link button logic From the Chatbots home , select your chatbot . Click the Logic tab. Click + Add logic and select Link button . In the Button shows dropdown menu, select when the chatbot should display the button: At the beginning of the conversation. When keywords are used. The next step depends on the option you select in the Button shows dropdown menu. At the beginning of the conversation When keywords are used At the beginning of the conversation In the Button text field, enter a label for the button, like \"Book a meeting\". In the Button link field, enter the link to your contact form, support page, or other destination. Enter tel: before a phone number or mailto: before an email address. In the Button icon field, select an icon that will appear beside the label. Click Create button . When keywords are used In the Keywords section, you can keep the existing examples or edit them by entering a new value in the text field . (Optional) Click + Add keyword to add more keywords. You can add up to 10 keywords. In the Button text field, enter a label for the button, such as \"Contact support\". In the Button link field, enter the link to your contact form, support page, or other destination. Enter tel: before a phone number or mailto: before an email address. In the Button icon field, select an icon that will appear beside the label. Click Create button . Edit keywords If you're using keywords for this logic type, you can edit them at any time: On the left sidebar, select Logic . Click Link button . Click the text field of a keyword to edit its text. Click and drag the Drag icon to move a keyword to a different position. Use the Delete icon beside a keyword to remove it. Click Save . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31661561373837-Slack-error-channel-not-found", "final_url": "https://help.zapier.com/hc/en-us/articles/31661561373837-Slack-error-channel-not-found", "title": "Slack error channel not found", "help_title": "Slack error channel not found", "slug": "_platform", "auth_signals": [], "text": "Slack error: channel_not_found &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Slack error: channel_not_found Updated May 29, 2026 18:13 Symptoms When using Slack actions to send direct messages or channel messages, you get the error message “channel_not_found”. You’ll see this error in the details of a Zap run . Causes This happens when: The connected Slack account is not a member of the Slack channel you’re sending a message to. The connected Slack account does not have access to the Slack workspace you’re sending a message to. If you have multiple app connections, you may have selected the wrong one. You set the user or channel as a custom value and it’s not in the correct format Slack expects. The channel you’re sending a message to has been renamed. How to fix To fix this: Direct messages Channel messages Direct messages Check the selected Slack connection account in your Zap gives you access to the correct Slack workspace. If you are using a custom value in your Zap, ensure you're using the member ID and not the username. A member ID typically looks like this: U47FNLGQ4 . Tip To find a user’s member ID in Slack: Select the user’s Slack profile . Click the three dot icon . Click Copy member ID . Channel messages Check the selected Slack connection account in your Zap gives access to the correct Slack workspace. Check in Slack that you are a member of the channel you are attempting to message. In your Zap, either: Re-select the channel from the dropdown menu. If you're using a custom value , ensure you're using the channel ID and not the channel name. A channel ID typically looks like this: C1F5RKJPR . Tip To find a channel ID in Slack: Right-click on the desired channel name Select View channel details . A dialog box will open, displaying the Channel ID at the bottom. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. Tab 1 Tip ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31588469746829-Upcoming-deprecation-for-triggers-and-actions-for-migrated-apps", "final_url": "https://help.zapier.com/hc/en-us/articles/31588469746829-Upcoming-deprecation-for-triggers-and-actions-for-migrated-apps", "title": "Upcoming deprecation for triggers and actions for migrated apps", "help_title": "Upcoming deprecation for triggers and actions for migrated apps", "slug": "_platform", "auth_signals": [], "text": "Upcoming deprecation for triggers and actions for migrated apps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2024 Upcoming deprecation for triggers and actions for migrated apps Updated May 29, 2026 18:17 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. To support improvements in performance, Zapier is updating several apps to the latest Zapier Platform version. As part of this migration , certain low-usage app triggers and actions are being deprecated. Affected users will receive an email listing any impacted triggers or actions they currently use. These deprecated triggers and actions will continue to function until December 15, 2024. After this date, they will stop working in Zap workflows and may cause errors. What does this mean for you? If you have any Zap workflows that rely on deprecated triggers or actions, you’ll need to update them before the depreciation date to ensure uninterrupted functionality. App triggers and actions are affected by this update The following triggers and actions will be deprecated on December 15, 2024. Box Action : Task Assigned to You Evernote Action : Create Reminder Action : Find a Tag Action : Create Notebook Action : Create Reminder GitHub Action : Create Comment Action : Create Gist Trigger: New Collaborator Trigger : New Label Trigger : New Milestone Trigger: New Issue (Legacy) Trigger: New Repository Action : Delete Branch Action : Find or Create a Pull Request GoTo Webinar Action : Create Webinar Trigger: New Upcoming Webinar IMAP Trigger: New Mailbox Magento Action : Create Category Podio Trigger: New Application SMS Trigger : From Number Trello Trigger: Card Archived (Legacy) Trigger: New Comment in Card (Legacy) Trigger: New Member on Board Trigger: Card Moved to List (Legacy) Trigger: New Label Trigger: New Activity (Legacy -V5) Trigger: New Checklist Trigger: New Activity (Legacy - V2) Trigger: New List Action : Close Board Action : Find or Create a Board Twilio Trigger: New Phone Number Action : SMS (Legacy) Wufoo Trigger: New Field Trigger: New Form Action : Create Entry (Legacy) Zapier Manager Action : New Team Member Action : New Invoice Trigger: New Folder Action : Find App View affected Zap workflows Go to My Apps . From there, you can filter by apps to identify which Zap workflows need updating. What if there isn’t an alternative trigger or action? If the latest app update doesn’t include a suitable trigger or action, workarounds such as webhooks , Custom Actions , or API Request actions are available. For more information on workarounds, read our latest Community post. If you have any questions or concerns about these changes, reach out to our Support team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31663509834381-Slack-error-Nothing-can-be-found-for-the-search", "final_url": "https://help.zapier.com/hc/en-us/articles/31663509834381-Slack-error-Nothing-can-be-found-for-the-search", "title": "Slack error Nothing can be found for the search", "help_title": "Slack error Nothing can be found for the search", "slug": "_platform", "auth_signals": [], "text": "Slack error: Nothing can be found for the search &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Communication Slack Slack error: Nothing can be found for the search Updated May 29, 2026 18:13 When using Slack’s search action in your Zap workflows, you get the error message “Nothing could be found for the search.” You’ll see this error while testing your Slack step or in the details of a Zap run . Causes This happens when: The message you are searching for does not exist in Slack. The search query does not match the corresponding messages in Slack. The search modifiers restrict your search results or have been set up incorrectly. The mapped field used to identify the username contains blank spaces (whitespace). How to fix To fix it: Find Message action Find Username action Find Message action For your affected Zap run, check the message you’re searching for exists in Slack. Go to your affected Slack step. Check the Search Query field to ensure it uses supported Slack modifiers . Ensure the Sort By field is set up for your expected results. Match Strength (sort by most relevant message) Message Date Time (sort by most recent message) Check that the Sort Direction field is set the way you expect. Descending (most recent or best match first) Ascending (oldest or worst match first) Find Username action This search action often errors because there are white spaces within the field mapped. To check for white spaces: Go to your affected Zap run . Click the action step where the mapped field with the username comes from. Review the Data Out tab. To check for whitespaces, highlight the field by clicking and dragging your cursor over the text. This will make extra white spaces more noticeable. If the field contains additional whitespaces, you can add a Formatter step to remove extra text . Note You can use the procedure of highlighting the content of a field to check for white spaces when testing the step . Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31986711801997-Modify-action-test-records-too", "final_url": "https://help.zapier.com/hc/en-us/articles/31986711801997-Modify-action-test-records-too", "title": "Modify action test records too", "help_title": "Modify action test records too", "slug": "_platform", "auth_signals": [], "text": "Modify action test records too! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Modify action test records too! Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. While building your Zap, along with modifying your trigger test records, you can now modify your action test records as well.&nbsp; Need to test your Zap with different data or did a previous step not have the data you need? Easily update the action test record so every field has the right values to finish building your Zap. When you do, it'll automatically update in all mapped steps so you can test anywhere else and know the new data is ready and waiting. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31626799385357-Introducing-auto-generated-change-summaries-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/31626799385357-Introducing-auto-generated-change-summaries-in-Zap-workflows", "title": "Introducing auto generated change summaries in Zap workflows", "help_title": "Introducing auto generated change summaries in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Introducing auto-generated change summaries in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2024 Introducing auto-generated change summaries in Zap workflows Updated May 29, 2026 18:17 When you edit your Zap workflows, Zapier will automatically create summaries describing the differences between versions so you can quickly see what's changed. You can find these summaries in the editor: Versions section in the left sidebar. Dialog box that appears when you begin to edit a Zap. Dialog box that appears when you publish your Zap. Learn more about Zap versions . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31595651130637-Get-started-with-your-free-Zapier-Chatbots-add-on-trial", "final_url": "https://help.zapier.com/hc/en-us/articles/31595651130637-Get-started-with-your-free-Zapier-Chatbots-add-on-trial", "title": "Get started with your free Zapier Chatbots add on trial", "help_title": "Get started with your free Zapier Chatbots add on trial", "slug": "_platform", "auth_signals": ["api_key"], "text": "Get started with your free Zapier Chatbots add-on trial &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Set up your Zapier account Get started with your free Zapier Chatbots add-on trial Updated May 29, 2026 18:15 The Zapier Chatbots trial is available to all users on a Free Chatbots account. It will automatically begin when you create your first Chatbot on your Zapier account. With a trial, you can test all the paid features of Zapier Chatbots for 14 days. This includes all Advanced plan features: Add knowledge sources and schedule a knowledge source sync . Collect custom lead information . Embed your chatbot as a pop-up or inline on your website. Customizable colors and branding . Remove the Zapier label . Use different AI models by connecting your own API key. Add AI-generated suggestions . Note Zapier Chatbots trials are separate from Zap workflows trials . You can begin a Chatbots trial even if you have already finished your Zap workflows trial. Trial limitations During the trial, your Chatbots account is limited to: 2 chatbots. Up to 500Kb usage for knowledge source per chatbot. Additionally, if you are on a Team or Enterprise Zapier plan , the Chatbots trial will be available to all account members at the same time, and the number of chatbots will be shared amongst all account members. What happens once the trial ends If you upgrade to a paid plan during the trial, you'll maintain the limits of the plan you select. Learn more about the features and limits of each plan . If you do not upgrade your account to a paid plan within 14 days, any chatbot that uses paid features will be locked, and your account will be put on the Free Chatbots plan. You will not be able to edit chatbots with paid features, and any embedded chatbots will be disabled. The settings of a locked chatbot are saved, so you can upgrade at any time to regain access. However, if you delete the chatbot, it cannot be recovered, even if you upgrade. Extend your trial Your free trial lasts 14 days. At the end of your initial period, you can extend the trial one time for three extra days. You'll see a button within your Chatbots home to automatically request the extension. If you have further questions, contact the Zapier Chatbots team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/31997003884685-Power-up-your-Professional-plans-static-IP-addresses-are-now-available", "final_url": "https://help.zapier.com/hc/en-us/articles/31997003884685-Power-up-your-Professional-plans-static-IP-addresses-are-now-available", "title": "Power up your Professional plans static IP addresses are now available", "help_title": "Power up your Professional plans static IP addresses are now available", "slug": "_platform", "auth_signals": [], "text": "Power up your Professional plans: static IP addresses are now available! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2024 Power up your Professional plans: static IP addresses are now available! Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We're thrilled to announce that static IP addresses are now available to our valued Professional plan users! What does this mean for you? Previously, this feature was exclusive to Teams and Enterprise plans. By upgrading to a static IP address, you can: Boost reliability: Enjoy fewer connection issues and interruptions. Accelerate performance: Experience faster data transfer and processing times. Enhance security: Strengthen your integrations against potential network disruptions. Connect to a range of apps With a static IP address, you can connect to a variety of powerful apps, including: Amazon Redshift Snowflake Gitlab Jira Software Server Any many more! Ready to upgrade? Learn more about using a static IP address to connect to Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32367950445709-Offboarding-users-just-got-easier", "final_url": "https://help.zapier.com/hc/en-us/articles/32367950445709-Offboarding-users-just-got-easier", "title": "Offboarding users just got easier", "help_title": "Offboarding users just got easier", "slug": "_platform", "auth_signals": [], "text": "Offboarding users just got easier! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Offboarding users just got easier! Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Now, when you remove a user from your Team or Enterprise account, you can quickly transfer ownership of their Zap workflows and app connections to any other user on your account. Plus, you can decide how long you want their private app connections to remain valid, giving you more security and control. Learn more about how to remove users from your account . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32429170578317-Instagram-app-deprecation-on-Dec-4-2024", "final_url": "https://help.zapier.com/hc/en-us/articles/32429170578317-Instagram-app-deprecation-on-Dec-4-2024", "title": "Instagram app deprecation on Dec 4 2024", "help_title": "Instagram app deprecation on Dec 4 2024", "slug": "_platform", "auth_signals": [], "text": "Instagram app deprecation on Dec 4, 2024 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Instagram app deprecation on Dec 4, 2024 Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Meta has announced that the Instagram Basic Display API that powers Zapier’s Instagram integration will be deprecated today, December 4, 2024. As a result, any Zap workflows using the Instagram app will stop functioning on this date.To maintain functionality, please migrate your Zap workflows to the Instagram for Business integration , which offers the same key features and more. What you need to know Impact: Zap workflows built with the Instagram app will no longer work after December 4, 2024. The Instagram for Business integration supports Business and Creator accounts only. Meta has discontinued API support for non-Business/Creator accounts. Next steps for Business/Creator accounts: Your Instagram account must be set up as a Business or Creator account. Learn more about professional accounts on Instagram . To maintain functionality, you must use the Instagram for Business and update any Zap steps that use the deprecated app. The New Media Posted to My Account trigger in the Instagram for Business app functions the same as the New Media posted to My Account trigger in the deprecated integration. Need help? We understand this change may be disruptive, particularly if you’re unable to transition to a Business or Creator account. You can reach out to Zapier Support if you have questions or need help. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32419482607629-File-size-limit-impacting-Google-Sheets-users", "final_url": "https://help.zapier.com/hc/en-us/articles/32419482607629-File-size-limit-impacting-Google-Sheets-users", "title": "File size limit impacting Google Sheets users", "help_title": "File size limit impacting Google Sheets users", "slug": "_platform", "auth_signals": [], "text": "File size limit impacting Google Sheets users &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 File size limit impacting Google Sheets users Updated May 29, 2026 18:15 As part of recent changes to migrate apps to the latest Zapier Platform , the Google Sheets app on Zapier will release a new app version on December 4, 2024. It will feature updated triggers with a new file size limit. This means spreadsheet files must be 30 MB or less. If it is too large, Zapier cannot process your data. Actions will remain the same. How will this update affect users On December 4, 2024, all Zap workflows using the current Google Apps app version will be marked as “Legacy.” The new app version of Google Sheets will be available on December 4, 2024. On December 11, 2024, Zap workflows will be converted to the latest app version of Google Sheets. If your Zap workflows contains spreadsheets with file sizes larger than 30MB, they will stop working. To prepare for this update Before December 11, 2024, you must update your Zap workflows to ensure all connected spreadsheets have a file size of 30MB or smaller. Find affected Zap workflows Go to My Apps . Search for and select Google Sheets (legacy) . Click View Zap workflows . Check your spreadsheet size You can check the size of the spreadsheet in Google Drive . Transfer large spreadsheets into Zapier Tables If you wish to continue using large spreadsheets with Zapier, you can import them into Zapier Tables. You can import from Google Sheets or upload CSV files (up to 50 MB). Discover more about Zapier Tables and its usage limits . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32463535272333-Better-notifications-settings", "final_url": "https://help.zapier.com/hc/en-us/articles/32463535272333-Better-notifications-settings", "title": "Better notifications settings", "help_title": "Better notifications settings", "slug": "_platform", "auth_signals": [], "text": "Better notifications settings! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Better notifications settings! Updated May 29, 2026 18:15 Take control of your automation issues on the updated My notifications settings page. There, you can manage both default and custom notification rules in one place, set preferences by folders or multiple Zap workflows, and reduce noise with smart delivery options. Stay informed about what matters while reducing unnecessary notifications. Consolidated notification settings page: Default notification rules and custom zap notification rules are now in the same page to give you increased visibility and control over how you're notified. New Frequency Setting: \"Immediately, then hourly digest\" which will roll up all error notifications after the first notification, reducing the number of emails Zapier sends you after the first notification. Set Custom Zap Notifications by Folders or Multiple Zap workflows: It's easier to set custom zap notification rules for multiple zaps at once, or by an entire folder. Discover how to manage notifications when errors occur in your Zap workflows . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32466537676685-Adjust-flood-protection-limits-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/32466537676685-Adjust-flood-protection-limits-in-Zap-workflows", "title": "Adjust flood protection limits in Zap workflows", "help_title": "Adjust flood protection limits in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Adjust flood protection limits in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Manage your Zaps Adjust flood protection limits in Zap workflows Updated May 29, 2026 18:19 Available on plans: Free Professional Team Enterprise You can enable a flood protection limit in each Zap that uses a polling trigger to determine how many new events can be sent through your Zap before your tasks are held . The flood protection override setting has a maximum limit of 1,500 events at once. If an app sets a maximum number of records to return per poll, Zapier will not exceed that number, even if your flood protection setting is higher. You may still experience rate limiting directly from the app even after you adjust the flood protection limit in Zapier. To adjust the flood protection limit: Open your Zap in the Zap editor. In the left sidebar, click the advanced settings icon . Click the Flood protection dropdown menu to expand it, then select a limit number . Tip If you’re on an Enterprise plan , you can also change the default settings for: Autoreplay override . Error ratio override . Polling interval . Your changes will affect the Zap only. Learn more about flood protection . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32816443120525-Customize-the-login-page-of-your-form-project", "final_url": "https://help.zapier.com/hc/en-us/articles/32816443120525-Customize-the-login-page-of-your-form-project", "title": "Customize the login page of your form project", "help_title": "Customize the login page of your form project", "slug": "_platform", "auth_signals": [], "text": "Customize the login page of your form project &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Customize the login page of your form project Updated April 10, 2026 14:10 In Zapier Forms, you can customize the login page that your users see when they access the form project. You can add media, text, and other component types . Available on plans: Free Professional Team Enterprise 1. Set up managed users Only form projects with managed users have a login page. When you set your form project to allow managed users , the login page will be automatically created for you. 2. Add components to the login page The login page works similarly to other form project pages. You can add components to it, and style it using the layout component. Components that can be used on login pages These components are available on login pages: Text Link cards Media Embed Button Layout Divider Note The login field cannot be added to a layout component . 3. Style your login page Once you've set up your login page, you can customize the theme and styling of your pages. These changes also affect your login page. Note Login pages cannot display form project navigation . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32883212640653-Use-Zap-templates-to-connect-your-chatbot-to-other-apps", "final_url": "https://help.zapier.com/hc/en-us/articles/32883212640653-Use-Zap-templates-to-connect-your-chatbot-to-other-apps", "title": "Use Zap templates to connect your chatbot to other apps", "help_title": "Use Zap templates to connect your chatbot to other apps", "slug": "_platform", "auth_signals": [], "text": "Use Zap templates to connect your chatbot to other apps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Use Zap templates to connect your chatbot to other apps Updated May 29, 2026 18:18 Available on plans: Free Pro Advanced In your chatbot , the Integration tab allows you to connect to other apps using ready-made Zap templates. Currently, templates are available for: Slack Gmail Zendesk Facebook Messenger These templates enable you to automate interactions with your users and customers. Note These Zap templates have multiple steps, and require a paid Zapier plan . Select a template From the Chatbots home , click the name of your chatbot . Click the Integrations tab . Click the name of the app . Some templates may require you to make a selection before proceeding. Click Create Integration . A new window or tab will open with your new Zap. Each template creates a prefilled Zap, and you may need to edit certain fields before you can use the Zap. Below we offer instructions for each template. Tip New to using Zap workflows for automation? Learn more on the Zap workflows quick start guide . Slack Slack There are different Slack templates. Select a trigger from the Respond to messages dropdown menu. Trigger for a keyword The Zap will trigger only for messages that contain the keyword you choose. Enter the keywords in the Keyword field. Click Create Integration . A new window or tab will open with your new Zap. Click the New Mentions trigger step . A new dialog box will open. Click the Account field. A popup window will open. - Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . In the Configure tab, the keyword you entered will be in the Highlight Word field. Click Test trigger . The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step. The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed. The Send Channel Message action step will have the Slack channel and chatbot reply already filled in. You can edit this action step fields, if needed. Trigger for messages posted in a specific channel The Zap will trigger only for messages from the channel you specify. Click Create Integration . A new window or tab will open with your new Zap. Click the New Message Posted to Channel trigger step . A new dialog box will open. Click the Account field. A popup window will open. - Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Once the Zap template is created, select the channel you want to monitor in the Channel field of your trigger step. Click Continue . Click Test trigger . The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step. The Generate Reply to Message step comes with the fields Conversation Key and User Message already filled in. Edit the User Message field as needed. The Send Channel Message action step will already have the Slack channel and chatbot reply filled in. You can edit these action step fields if needed. Trigger only for certain channels, or exclude certain channels You can either trigger only for messages from specific channels or for all channels except the ones you exclude. The Zap template will use a Filter step to check for the correct channel. Certain channels In the Channels to include field, enter the channel name . Separate multiple channel names with commas. Click Create Integration . A new window or tab will open with your new Zap. Click the New Public Message Posted Anywhere step . A new dialog box will open. Click the Account field. A popup window will open. - Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . Click Test trigger . The Filter step will be populated with the name of the Slack channel(s) from which you want to trigger messages. The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step. The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed. The Send Channel Message action step will have the Slack channel and chatbot reply already filled in. You can edit this action step fields, if needed. Exclude channels In the Channels to exclude field, enter the channel name . Separate multiple channel names with commas. Click Create Integration . A new window or tab will open with your new Zap. Click the New Public Message Posted Anywhere step . A new dialog box will open. Click the Account field. A popup window will open. - Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . Click Test trigger . The Filter step will be populated with the name of the Slack channel(s) you want to exclude. The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step. The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed. The Send Channel Message action step will already have the Slack channel and chatbot reply filled in. You can edit these action step fields, if needed. Gmail Gmail This template creates draft replies to new emails from the connected Gmail account. Click Create Integration . A new window or tab will open with your new Zap. Click the New Email step . A new dialog box will open. Click the Account field. A popup window will open. - Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . Click Test trigger . In the Filter step, enter any email addresses that you do not want the chatbot to reply to. Separate multiple email addresses with commas. - You can remove the Filter step if you want the chatbot to reply to all messages. The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed. The Formatter step converts your chatbot reply from Markdown into HTML. No changes are needed to this step. The Create Draft Reply step comes with thread ID, email, and chatbot reply already filled in. You can edit these action step fields if needed. Zendesk Zendesk This Zap will trigger when a new ticket is created and add the generated reply as a comment to the ticket. Click Create Integration . A new window or tab will open with your new Zap. Click the New Ticket step . A new dialog box will open. Click the Account field. A popup window will open. - Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . Click Test trigger . The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed. The Add Comment to Ticket step comes with the chatbot reply already filled in. You can edit the action step fields if needed. Facebook Messenger Facebook Messenger This Zap triggers when a new message is sent to a page and replies back on behalf of the page. Click Create Integration . A new window or tab will open with your new Zap. Click the New Message Sent to Page step . A new dialog box will open. Click the Account field. A popup window will open. - Select an existing account from the list, or click + Connect a new account . Learn how to connect a new account . Click Continue . In the Configure tab, select the Facebook Page to want to use for replying to messages. Click Test trigger . The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed. Click the Send Message From Page step . - In the Page dropdown menu, select the Facebook Page . - The recipient ID and chatbot reply will already be filled in. Test and publish your Zap Once you set up the specific fields of your Zap template: Test all the Zap steps . Publish your Zap. A Zap can only be published or turned on once all required fields are filled and all steps are tested. If you are having trouble publishing your Zap, learn how to troubleshoot Zap workflows . Next steps You can offer customized responses by adding your own knowledge sources to the chatbot. You can create an omnichannel chatbot by changing the information you use in the chatbot's direct and Zap's User Message fields. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32816445802893-Use-the-file-upload-field-type-in-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/32816445802893-Use-the-file-upload-field-type-in-Zapier-Forms", "title": "Use the file upload field type in Zapier Forms", "help_title": "Use the file upload field type in Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Use the file upload field type in Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Build forms Use the file upload field type in Zapier Forms Updated January 15, 2026 14:42 File upload fields let users upload their own files through a form in Zapier Forms. You can restrict the allowed file types, file sizes, and maximum number of files. Learn how to add a create a new form . Available on plans: Free Professional Team Enterprise To add a file upload field to your form: Click an existing form component on any page of your form project. A sidebar will open. In the Content tab, under the Fields section, click + Add field . In the Field name in Table field, enter a name for the new field. Click the Type dropdown menu and select File upload (for single file uploads) or Multiple file upload . Customize field settings, then click Insert field . Customize file upload options You can customize the following settings for the file upload field: Setting name Description and limits Max File Size The maximum file size. Free plan: up to 5MB. Paid plans: up to 25MB. Allowed File Types The types of files accepted. Must be separated by commas. Learn more about the supported file types . Set files limit (\"Multiple file upload\" field only) Restricts the number of files that can be uploaded. The maximum number depends on your Zapier plan . Locate uploaded files Files uploaded through a form are added as a link to the table that powers your form. To view the uploaded files: From the page in your form project where your form is located, click the Linked assets icon. Click the View icon beside the name of the table linked to your form. Find your file field, and click the white space within any of its cells to see the full content of that cell. Click the View icon on one of the Link fields of the cell to open or download the file. Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32942766367885-Create-a-workflow-using-Python-with-Functions", "final_url": "https://help.zapier.com/hc/en-us/articles/32942766367885-Create-a-workflow-using-Python-with-Functions", "title": "Create a workflow using Python with Functions", "help_title": "Create a workflow using Python with Functions", "slug": "_platform", "auth_signals": [], "text": "Create a workflow using Python with Functions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Create a function Create a workflow using Python with Functions Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Zapier Functions lets you use Python code to build workflows, creating triggers and actions that can directly interact with your code. It also provides an easy way to authenticate your app accounts. Each function can use multiple triggers and actions, and you can create and reuse Python functions and import the most common packages. Sign up for Functions To get started with Functions: Go to https://zapier.com/functions . Click Try the Beta . If you're on an Enterprise plan, ask the Account Owner or an Admin to opt in to Functions. Once you've been added to the beta program, you'll receive an email from Zapier’s Functions team. From the email, you can log in to your Zapier account or sign up for one. Create a new function Once you have access to Zapier Functions, to create a function: From the Functions home , click + Create . In the dialog box, enter a name for your function. Click Create . Functions are composed of trigger files and code files . A file named main.py is created for every new function. Once you deploy the function, this file runs and can call on other files. You can start writing your code right away and all changes are automatically saved. Add triggers A trigger is an event that starts your workflow. You can add multiple triggers for each function you write. Once a trigger is set up, you can reference its outputs within the main.py file or any other code files you create. Learn more about setting up function triggers . The main.py file and other code files Your code files are where you write Python code, which will include your Zapier actions. When you deploy your function, Zapier will run your main.py file and execute anything included in it whenever the trigger events happen. You can create several code files to reuse and organize Python functions. Learn how to work with code files . Use Zapier Copilot to make changes You can chat with Zapier Copilot at any time to make changes to your functions and debug it. Zapier Copilot can also work with you across all other Zapier products to help you complete any changes in other assets. To open Zapier Copilot, click the Copilot icon at the bottom of the left sidebar. In the chat text field at the bottom left, enter the changes you want to make. Press Enter on your keyboard, or click the Send icon to send a message. (Optional) Click the microphone icon to use voice recognition to dictate your workflow. Click the Stop button in the chat field to stop the AI generation. Test your code You can test your code at any time by clicking Run function in the right sidebar. When Zapier runs your code, the trigger sample data you selected will be injected into zapier.trigger_output . Functions have a 5-minute runtime limit. If execution reaches this limit, the function stops immediately, and any remaining code is not run. To select a different trigger sample: In the Test tab, on the right side of the screen, click the Selected Trigger dropdown menu to select a different trigger. In the Sample data section, click the radio button beside the record number you want to use. Deploy your function When you deploy a function, it monitors your trigger apps for trigger events. Once one of them occurs, the function runs the code on main.py . To deploy a function: Click the Deploy button at the top right. A dialog box will appear. In the Notes field, enter any information about the function. These notes will be attached to the current version of your function. Click Deploy . Functions have a 5-minute runtime limit. If execution reaches this limit, the function stops immediately, and any remaining code is not run. Note You cannot deploy a function that contains parsing errors. If there are any, Functions will display a notification when you try to deploy. You must return to the file that contains errors and fix them. Task usage in Zapier Functions A task is used in Zapier Functions for each successful zapier.action call made in production. No task is used when testing a function. Limitations Zapier Functions can use up to 1,500 tasks per month. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32943046820621-Write-code-in-Zapier-Functions", "final_url": "https://help.zapier.com/hc/en-us/articles/32943046820621-Write-code-in-Zapier-Functions", "title": "Write code in Zapier Functions", "help_title": "Write code in Zapier Functions", "slug": "_platform", "auth_signals": [], "text": "Write code in Zapier Functions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Create a function Write code in Zapier Functions Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. With Zapier Functions , you have one main Python file that is run whenever your triggers have new output. You can also create multiple Python code files to separate and organize your functions. Beta This product is in open beta. It’s available for use but still in active development and may change. Working with the main.py file The main.py file is added automatically when you create a new function. When your functions are deployed, this is the file that runs whenever your trigger events occur. You can reference trigger fields in it, import common Python packages , and reference other code files you create. You cannot delete this file. Add actions to your code You can add actions from any public Zapier app to your code. To insert a new action into your code: In any line of your code file, start typing zapier.action. to display a list of available apps in a dropdown menu. You can continue typing to find the one you want. To select the app, press the Enter or Tab key. Enter a period to see the dropdown menu of available actions. Select the action and press the Enter or Tab key. The account_id field will be added to the code. Move the cursor to the account_id field and press the CTRL + Space keys to display a list of existing connections. Start typing the connection's name to filter the list. You can also add a new connection . Once the connection is done, the code will populate the parameters for that action, and you can insert variables or references to trigger outputs . Tip You can use CTRL + Space with most parameters to see if Zapier has auto-complete options to help you set up your action. You can change the CTRL + Space hotkey in the code editor settings. To find a private app , select Search all apps and enter the search term in the dialog box that will open. Reference trigger outputs While you edit a code file, you can reference the output from any of your trigger files. To reference a trigger output field: On the right sidebar, click the Selected trigger dropdown menu. Select the trigger output you want to reference in your code. In the code editor, start typing zapier.trigger_output. to display a dropdown menu with available fields. Move through the list and press the Enter or Tab key to select a field. Tip Use Tab to autocomplete the suggestions that appear while you type in the code editor. Debug and inspect data When you run your functions, you can add a print() statement to output and inspect the data that passed through the function, such as action responses. This allows you to test and debug your code. You can also view logs for all function runs and tests . Create and use other code files You can create separate code files to organize Python functions and then reference them in your main.py file. To add a new code file: On the left sidebar, click the Explorer icon . In the CODE FILES section, click the plus sign + . In the text field that appears, enter the file name and press Enter . Import the new file into your main.py file so it can be run. Example You create a file called \"new_file.py\" with a function called hello . You can import the whole file by adding the following to your main.py file: Import new_file Then, call the hello function by typing: new_file.hello() Or, you can import only the hello function from your file by adding the following: from new_file import hello Then you can use the function anywhere on your code by typing: hello() Use Python packages You can also use most common Python packages with Zapier Functions by referencing them on your file, using import . You can change which version you use from the Packages menu. Learn how to import and change package versions . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32942832434317-Create-trigger-events-for-your-functions", "final_url": "https://help.zapier.com/hc/en-us/articles/32942832434317-Create-trigger-events-for-your-functions", "title": "Create trigger events for your functions", "help_title": "Create trigger events for your functions", "slug": "_platform", "auth_signals": ["oauth"], "text": "Create trigger events for your functions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Create a function Create trigger events for your functions Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Beta This product is in open beta. It’s available for use but still in active development and may change. With Zapier Functions , you can create multiple triggers that will provide output for your function. A trigger is an event that starts your workflow and causes the function to run. You can reference the trigger fields in your code files. Create a trigger To create a new trigger in your function: On the left sidebar, click the Explorer icon . This will open the sidebar. Click the plus sign next to Triggers . This will create a new trigger file. Within the trigger editor, start typing the name of the app you want to use and select it. Use the Tab key to move between fields. Select the name of the trigger event in the next field. In the account_id field, select an existing app connection from your Zapier account. You can also connect a new app account . The file will be populated with any available parameters. Fill out all required parameters . Once all fields are set, the right sidebar will display the sample data . To retrieve a new sample from your trigger app, click Fetch again in the right sidebar. Repeat the process to add multiple triggers for your function. Once a trigger is set up, you can reference its outputs within the main.py file or any other code files you create. Learn how to reference trigger data in code files . Tip You can use the field trigger_name to reference the trigger that caused your function to run. You can rename or delete your trigger by clicking the three-dot icon beside its name. Create a new connection Any app connections you have in your Zapier account will be available in Functions. You can also create new connections. To add a new connection: Click the account_id field. Select Connect Account . A new tab or window will open. In the upper right, click Add connection . Search for and select the app you want to connect. A new browser tab or window will open. Follow the instructions to connect your app account. Once you complete the setup, return to the Functions window or tab . Click the account_id field and select your new connection . Create a custom JSON sample Once your triggers are set up, you can reference their output in your code files . If you cannot find a sample that matches your needs, you can create your own JSON sample. In the right sidebar, click the Selected Trigger dropdown menu. Select Custom JSON . Enter the valid JSON you want to use as a sample. Reference trigger outputs on code files Once your triggers are set up, you can use their output fields in your code files . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32943176016013-Change-code-editor-settings-in-Zapier-Functions", "final_url": "https://help.zapier.com/hc/en-us/articles/32943176016013-Change-code-editor-settings-in-Zapier-Functions", "title": "Change code editor settings in Zapier Functions", "help_title": "Change code editor settings in Zapier Functions", "slug": "_platform", "auth_signals": [], "text": "Change code editor settings in Zapier Functions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Configure Zapier Functions Change code editor settings in Zapier Functions Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Beta This product is in open beta. It’s available for use but still in active development and may change. The Settings menu in Zapier Functions lets you change how the code editor works. To reach the Settings menu: From the Functions home , select a function or create a new one. In the left sidebar, click the Settings icon to open the Settings menu. Change the suggestion shortcut If the shortcut CTRL + Space is in use by another app, you can change it to any other key combination. From the Settings menu, click the Editor suggestion hotkeys field. Type the key combination on your keyboard. Click Save . Change the color theme From the Settings menu, click the Editor color theme dropdown menu. Select the color theme's name . The editor will change to the new theme. Click Save . Change the default tab size You can change the number of spaces a tab represents by entering the number in the Editor tab size text field. This tab size will be applied to all new files from then on. Note Changing the default tab size will not affect existing files. If a file already has tabs, the editor will try to use the same tab size. Prevent auto-inserting parameters By default, if you delete an action parameter, it will will be auto-inserted when you type into your file. To prevent that: Click the Auto-insert params toggle off. The field Insert params hotkeys will appear. Type a key combination on your keyboard. Click Save . The default key combination for inserting parameters is CTRL + Shift + Space . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33235712860045-Add-a-summary-formula-to-a-field-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/33235712860045-Add-a-summary-formula-to-a-field-in-Zapier-Tables", "title": "Add a summary formula to a field in Zapier Tables", "help_title": "Add a summary formula to a field in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Add a summary formula to a field in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Add a summary formula to a field in Zapier Tables Updated May 06, 2026 16:40 Summary formulas add a summarization formula to any number field in a Zapier table . You can select from sums, averages, counts, and others. Available on plans: Free Professional Team Enterprise Add a summary formula To add a summary to a field: From the Tables home , click the name of your table . Click the down arrow at the bottom of the number field you want to summarize. The summary menu will open. Select the summary formula you want to display. Click it again to unselect a summary formula. To close the menu, click anywhere outside the menu when you're done. If you select more than two summary formulas, a plus sign + will appear beside the results in the summary area, along with the number of other formulas you selected. You can display other results by clicking the summary area below the field. Note You can select any number of summary formulas. The summary formulas are displayed in the same order they appear in the menu. Summary formulas will not appear on a CSV file when you download records. You can only add summary formulas to number fields. Summary formulas and filters If your table has filters, summary formulas will only consider the visible range of values. The results of summary formulas will change if you update filters. Summary formulas and views Summary formulas are not displayed on any views associated with a table. You must add summary formulas for the fields in a view. Summary formulas only take into account the range of values available in that view. Summary formula types You can select from the following summary formula options: Summary formula Usage AVG Average of all values in the range. COUNT Count of all values in the range. Blank records are not counted. MAX The largest value in the range. MIN The smallest value in the range. STDDEV The standard deviation of all values in the range. SUM The sum of all values in the range. VARIANCE The variance of all values in the range. Remove a summary formula To remove a summary formula: Click the summary area below the field. A dropdown menu will open. Select the formula you want to remove. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32943630229261-Use-secrets-in-Zapier-Functions", "final_url": "https://help.zapier.com/hc/en-us/articles/32943630229261-Use-secrets-in-Zapier-Functions", "title": "Use secrets in Zapier Functions", "help_title": "Use secrets in Zapier Functions", "slug": "_platform", "auth_signals": ["api_key"], "text": "Use secrets in Zapier Functions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Create a function Use secrets in Zapier Functions Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Beta This product is in open beta. It’s available for use but still in active development and may change. In Zapier Functions , secrets let you securely store data, such as an API key, which can be referenced in your Functions code files . Add a secret From the code editor, click the Secrets icon on the left. A sidebar will open. Click + Add secret . A dialog box will open. In the Secret name field, enter a name for your secret . In the Secret value field, enter the value you want to encrypt . Reference a secret in code Whenever you want to use the encrypted secret, enter the following code in your code file: os.environ[\"\"] Replace with the name you created for it. Copy the secret reference You can also copy the reference from the Secrets menu. From the code editor, click the Secrets icon on the left. A sidebar will open. Click the Copy icon . The code will be copied to your clipboard. Paste the code into your code file. Edit a secret You can edit a secret at any time. From the code editor, click the Secrets icon on the left. A sidebar will open. Click the three-dot icon . Select Edit . Edit any fields you need. Click Save . Note You cannot view a secret value once it's created, but you can replace it. Delete a secret From the code editor, click the Secrets icon on the left. A sidebar will open. Click the three-dot icon . Select Delete. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33462947055757-App-s-API-is-experiencing-technical-issues", "final_url": "https://help.zapier.com/hc/en-us/articles/33462947055757-App-s-API-is-experiencing-technical-issues", "title": "App s API is experiencing technical issues", "help_title": "App s API is experiencing technical issues", "slug": "_platform", "auth_signals": [], "text": "App’s API is experiencing technical issues &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Troubleshoot app connections App’s API is experiencing technical issues Updated March 04, 2026 04:45 Symptoms When reviewing a Zap run , you get the error message “App’s API is experiencing technical issues.”&nbsp; Causes This can happen when: The app is undergoing maintenance or experiencing an outage. The app’s API is malfunctioning due to issues on the app’s side. There is a temporary network connectivity problem between Zapier and the app’s servers.&nbsp; How to fix it: Check for app issues . Go to the Zapier Status page to check the app status if there are any ongoing outages or scheduled maintenance. Replay Zap runs : Once the issue is resolved, you can either replay the Zap run manually or enable Autoreplay to automatically replay the Zap run.&nbsp; Reach out to the app’s support team: The app may have its own status page or support channels where you can find information about known issues or ongoing outages. Contact the app’s support directly to inquire about the problem and see if they have an estimated resolution time. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33336184962573-Review-your-agent-s-activity", "final_url": "https://help.zapier.com/hc/en-us/articles/33336184962573-Review-your-agent-s-activity", "title": "Review your agent s activity", "help_title": "Review your agent s activity", "slug": "_platform", "auth_signals": [], "text": "Review your agent&#39;s activity &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Review your agent&#39;s activity Updated July 01, 2026 10:18 You can review how your agent ran through the agent's activity page and the All activity page. This lets you check if there were any issues with a specific run or what information an agent selected for a specific field. Activity overview You can see runs of all your agents, runs from a specific pod, or from a specific agent. The activity overview displays: The current status of the action. The apps the agent uses. The date and time when the agent run was active. All activity Pod activity Agent activity All agents' activity To display all of your agents' runs, from the Zapier Agents home, on the left sidebar, click All activity . Pod activity To display the runs of all agents within a pod: From the Zapier Agents home left sidebar, click the name of your pod . In the Pod activity section, you'll see all activity from the agents that belong to that pod. Specific agent activity To display runs of a specific agent: From the Zapier Agents home left sidebar, click the name of your agent . - You can also start from a pod's home page. Click Activity at the top of the screen. Tip You can pin a specific run to the top of the list. Click the menu icon for the run and then click Pin to top . Display details of a specific run The run details lets you see what information an agent used while completing a task and how it responded to specific requests. To view run details: From the Zapier Agents home left sidebar, click the name of your agent . You can also start from a pod's home page. Click Activity at the top of the screen. From the list, select one of the agent runs . The run panel will open. Click the down arrow icon to examine how the agent interpreted and carried out the instructions. Delete a specific run You can delete a specific run by clicking the menu icon for the run and then clicking Delete chat . Note If you delete an agent, all activity is also deleted and no longer appears in activity pages Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33336676944909-Enhanced-data-analysis-with-summary-formulas", "final_url": "https://help.zapier.com/hc/en-us/articles/33336676944909-Enhanced-data-analysis-with-summary-formulas", "title": "Enhanced data analysis with summary formulas", "help_title": "Enhanced data analysis with summary formulas", "slug": "_platform", "auth_signals": [], "text": "Enhanced data analysis with summary formulas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Enhanced data analysis with summary formulas Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Tables now supports Summary Formulas, allowing you to perform quick data summarizations within your tables. This feature includes a variety of formulas such as sums, averages, counts, and more, providing a powerful tool for data analysis. This feature is available in all number fields in your tables. You can apply multiple formulas, and this functionality is available across all Zapier Tables plans! Check out our summary formulas help guide and learn more about using them. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33533367753485-Dynamic-date-filtering-now-available-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/33533367753485-Dynamic-date-filtering-now-available-in-Zapier-Tables", "title": "Dynamic date filtering now available in Zapier Tables", "help_title": "Dynamic date filtering now available in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Dynamic date filtering now available in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Dynamic date filtering now available in Zapier Tables Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier Tables now offers dynamic date filtering with the \"is within\" rule. This feature allows you to filter records based on flexible time ranges, such as \"Last 7 days,\" \"This calendar year,\" or \"Next 365 days.\" Whether you're tracking recent activity or planning ahead, this tool makes it easier than ever to focus on the data that matters most. With options like \"This past week\" or \"This calendar week,\" you can quickly analyze trends and make informed decisions. Ready to streamline your workflows with dynamic date filtering? Learn how to use dynamic date filtering on Zapier Tables! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33468682039437-Share-a-function-with-team-members", "final_url": "https://help.zapier.com/hc/en-us/articles/33468682039437-Share-a-function-with-team-members", "title": "Share a function with team members", "help_title": "Share a function with team members", "slug": "_platform", "auth_signals": [], "text": "Share a function with team members &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Manage your functions Share a function with team members Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Beta This product is in open beta. It’s available for use but still in active development and may change. In Zapier Functions, you can share your functions with other members of your Zapier account. When you share, other members can view and edit the function. Share a function From the Functions home, select the function you want to share. Click Share . Click the access dropdown menu . Select Edit access . Click the link icon to save the link to your clipboard. Click Save . Note You can only share a function with your entire Zapier account. You cannot share with specific members. Only the owner can run a shared function. Editors can view and edit a draft of the function. Parsing errors You cannot share a function if it contains parsing errors. If any files in your function have parsing errors, those will be displayed in the sharing dialog box, and you'll not be able to save changes. Review the logs and fix any errors to share a function. Find shared functions If other members of your account share functions with you, they will be available in the Functions home. To find shared functions: In the Functions home, click the sharing dropdown menu at the top of the list. Select Shared with me . You can select All to view both shared and private functions. You'll now see shared functions, along with the last modified date, status (deployed or not deployed), and the function owner's avatar. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32884563609357-How-to-build-an-omnichannel-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/32884563609357-How-to-build-an-omnichannel-chatbot", "title": "How to build an omnichannel chatbot", "help_title": "How to build an omnichannel chatbot", "slug": "_platform", "auth_signals": [], "text": "How to build an omnichannel chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots How to build an omnichannel chatbot Updated May 29, 2026 18:18 Zapier Chatbots enable you to create an omnichannel experience by automating conversations across various platforms , including social media and email. To build an omnichannel chatbot, you’ll need: A single chatbot: This chatbot will serve as a central point for handling conversations across channels. Zap workflows: Create Zap workflows to connect your chatbot to each of your desired communication channels (e.g., Facebook Messenger, Gmail, Slack). You can use ready-made Zap templates . Key considerations for omnichannel chatbots Generalize the chatbot directive Your chatbot's directive tells it what to do and how to reply to your users. If you want the same chatbot to be able to reply through different channels: Do not refer to specific formatting or writing style in the directive field, as this will change depending on the channel. Only use information relevant to all channels the chatbot will use, such as the information it should share with users. Tailor responses with the User Message field Edit the User Message field within the Chatbots Generate Reply to Message action step in each of your Zap workflows. This field allows you to provide channel-specific instructions to the chatbot. You can add channel-specific formatting such as: Email Include a professional closing. Add a company signature at the end. Use a formal tone. Social media Use a friendly and conversational tone. Keep responses short and engaging. Slack Keep the response concise and informative. Use emojis sparingly. Consider using code blocks for technical information. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33530357845517-Linked-records-a-smarter-way-to-connect-your-data", "final_url": "https://help.zapier.com/hc/en-us/articles/33530357845517-Linked-records-a-smarter-way-to-connect-your-data", "title": "Linked records a smarter way to connect your data", "help_title": "Linked records a smarter way to connect your data", "slug": "_platform", "auth_signals": [], "text": "Linked records: a smarter way to connect your data &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 Linked records: a smarter way to connect your data Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We’re excited to introduce Linked record fields, a powerful new feature for Zapier Tables that lets you seamlessly connect data across tables, ensuring your information stays accurate and up-to-date.&nbsp; For example, link an \"Orders\" table to a \"Customers\" table to automatically display customer details like shipping addresses. Any updates to the customer’s information will instantly reflect in the linked table, helping you avoid errors and save time. Getting started is simple: just add a Linked record field to your table, choose the table to link to, and select the fields you want to display. Ready to streamline your workflows and keep your data in sync? Learn how to set up Linked records fields . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33530753933197-New-in-Zapier-Tables-Trigger-a-Zap-from-a-view", "final_url": "https://help.zapier.com/hc/en-us/articles/33530753933197-New-in-Zapier-Tables-Trigger-a-Zap-from-a-view", "title": "New in Zapier Tables Trigger a Zap from a view", "help_title": "New in Zapier Tables Trigger a Zap from a view", "slug": "_platform", "auth_signals": [], "text": "New in Zapier Tables: Trigger a Zap from a view &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 New in Zapier Tables: Trigger a Zap from a view Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. You can now create Zap workflows that trigger only for records matching a specific view in Zapier Tables . This feature eliminates the need for a Filter step in your Zap, saving you time and effort. Now, when creating a step with Zapier Tables, the dropdown menu will clearly differentiate tables from views, making it easy to select the right option. You can also create a Zap directly from your view! Learn how to create a Zap for a table view ! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33561391372429-Modify-test-records-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/33561391372429-Modify-test-records-in-Zap-workflows", "title": "Modify test records in Zap workflows", "help_title": "Modify test records in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Modify test records in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Modify test records in Zap workflows Updated May 29, 2026 18:19 When building your Zap, you may need to use values that are not available in your test records. You can edit your test record values, then use them in later Zap steps. This modified value only appears when building and testing your Zap. When you publish your Zap, it will use real, unedited data from your app. Example You want to set up a Filter step so that the Zap will only continue if the value in your trigger's Flavor field is \"Guava\". But, your trigger test record has the value \"Lilikoi\" instead. You can edit your test record by removing \"Lilikoi\" as the value in the Flavor field and replacing it with \"Guava\". Select a new trigger test record To select a new trigger test record: In your Zap: In the upper right, click Edit Zap (or Edit draft if a previous draft exists) to enter edit mode. Select your trigger step. Select the Test tab. Select either: Another test record from the list. Click Find new records to search for and select a new test record. Tip You can also use a previous Zap run as a test record . Modify test records Modify trigger test records Modify action test records Modify trigger test records Create a modified trigger test record In your trigger step: Select the Test tab. Select a test record . A swing out menu will open. At the bottom, click Edit . You will be redirected to a new test record with the title \"Modified Record\" at the top of the list of test records. Select a field's value to start editing it. Edit the value . Click anywhere outside of the value to save it. Duplicate a modified trigger test record In your trigger step: Select the Test tab. Select a test record . A swing out menu will open. Click Duplicate . You will be redirected to a new test record with the title \"Modified Record\" at the top of the list of test records. Manage your modified trigger test records In your trigger step: Next to the selected test record, click the settings icon . A dropdown menu will open. Select: Rename to change the name of the modified record. Revert to original to remove all edits to the modified record. Delete to delete the modified record. Modify action test records Create a modified action test record In your action step: Select the Test tab. It will open with the Data out tab selected. At the bottom, click Edit . Select a field's value , then enter a new value . Click Stop editing . After you finish editing: The timestamp in the top banner will update to the current time. A new Revert button will appear next to the Edit button. If a field you modified is mapped in subsequent steps, it will automatically update with the new value. Revert back to the original test record In your action step: Select the Test tab. It will open with the Data out tab selected. At the bottom, click Revert . After you revert: The timestamp in the top banner will also revert back to the original time the step was tested. If a field you reverted is mapped in subsequent steps, it will automatically update with the reverted value. Limitations You can create up to 20 modified trigger records. When you edit a step in your Zap: If you change a required field, the step test is reset. You should re-test the step to ensure there are no errors. If you change an optional field, the step test result is retained. You do not need to re-test the step, but you can if you want to test the changed field. Modified trigger test records do not change the original data in your trigger app. They only exist as a copy within Zapier. You cannot modify test records that you created from a previous Zap run . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33561301320461-Freeze-fields-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/33561301320461-Freeze-fields-in-Zapier-Tables", "title": "Freeze fields in Zapier Tables", "help_title": "Freeze fields in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Freeze fields in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Freeze fields in Zapier Tables Updated May 06, 2026 16:40 In Zapier Tables , you can freeze fields in your table to keep them in view when you scroll horizontally. Available on plans: Free Professional Team Enterprise Freeze a field in a table The freeze table marker is located to the right of the index field, which is the first field on your table and shows the record's number. On any record of your table, hover over the dividing line at the end of the index field to reveal the marker. Click and drag the marker to the dividing line at the end of the field you want to freeze. Any fields before that one will also be frozen. Whenever you scroll horizontally to see other fields in your table, the frozen fields will remain visible on the left side of the table. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33678718215309-Team-plan-updates-SSO-is-now-included-and-new-user-limits", "final_url": "https://help.zapier.com/hc/en-us/articles/33678718215309-Team-plan-updates-SSO-is-now-included-and-new-user-limits", "title": "Team plan updates SSO is now included and new user limits", "help_title": "Team plan updates SSO is now included and new user limits", "slug": "_platform", "auth_signals": [], "text": "Team plan updates: SSO is now included and new user limits &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2025 Team plan updates: SSO is now included and new user limits Updated January 28, 2026 17:00 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We’re excited to announce two updates to the Team plan. You can now use SAML single sign-on (SSO) with your Team plan at no extra cost, and we’re introducing a 25-user limit to simplify team management and enhance security. SSO: safeguard your data Single sign-on (SSO) gives your organization a secure way to control access to Zapier by creating a single set of credentials to access multiple applications. Zapier employs SSO with Security Assertion Markup Language (SAML). It uses industry-standard SAML 2.0 so you can easily integrate with any identity provider (IdP) that supports this protocol. Using SSO makes it easy to provide your whole team with the tools to scale their workflows without compromising on security. To enable SSO, the account owner or an admin must visit the security and privacy page in your account settings. Need help? Learn how to set up SSO step by step.&nbsp; Note If SSO is not available on your Team plan, you might be on a legacy plan. To access this feature, you must move to a current plan . If you already purchased SSO as an add-on in your Team account, you'll receive back the full purchase cost as a thank-you for being an early adopter! You'll receive an email with more information.&nbsp; User number reduction We received feedback from users that SSO was a must-have for Team plans, while less than 1% of users on Team plans had more than 25 members in their account.&nbsp; So, if your account exceeds this limit, you do not need to change anything until your plan's next renewal date. At that moment, you can remove existing users beyond the 25-user limit or consider upgrading to the Enterprise plan for unlimited users and other advanced features. Our sales team will contact you to assist in the transition. Visit the Members page in your Team account to view all existing members. Learn how to remove existing members . If you have any questions about these changes, you can contact our Support team .&nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/32943252058509-Import-packages-in-Zapier-Functions", "final_url": "https://help.zapier.com/hc/en-us/articles/32943252058509-Import-packages-in-Zapier-Functions", "title": "Import packages in Zapier Functions", "help_title": "Import packages in Zapier Functions", "slug": "_platform", "auth_signals": [], "text": "Import packages in Zapier Functions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Create a function Import packages in Zapier Functions Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Beta This product is in open beta. It’s available for use but still in active development and may change. Packages are pre-built code libraries that you can use in your function to save time when writing function code . In Zapier Functions , you can use existing Python packages by importing them. Import a package To import a package, place the following line in your code file: import You can then use the functions from that package in your code. Update packages When you import a package into your code, it automatically appears in the Packages menu. From there, you can edit the package to select a different version. To edit a package version: From an existing function, click the Packages icon on the left sidebar. In the expanded left sidebar, click the three dot icon beside the package name. A dialog box will open. In the Version (optional) text field, enter the version number. Click Save . Write your own Python functions You can also write your own functions and save them in separate files to reuse in your main.py file. Learn how to import files and their functions . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33905788806029-Prompt-AI-to-create-a-system-in-Zapier-Canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/33905788806029-Prompt-AI-to-create-a-system-in-Zapier-Canvas", "title": "Prompt AI to create a system in Zapier Canvas", "help_title": "Prompt AI to create a system in Zapier Canvas", "slug": "_platform", "auth_signals": [], "text": "Prompt AI to create a system in Zapier Canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Prompt AI to create a system in Zapier Canvas Updated February 17, 2026 12:57 Zapier Canvas lets you create automated workflows for your business in one click with its Get a system recommendation feature. This article explains how to create effective prompts to make the most of this feature.&nbsp; Using AI in Canvas, you can turn your instructions (the prompt) into a complete blueprint of an automated workflow.&nbsp;You can access this feature on the Canvas home . What is a prompt? In the context of artificial intelligence, prompting is asking the AI to do something. How you ask and what kind of information you provide influence the effectiveness of the outcome.&nbsp; Write effective prompts Zapier Canvas’ recommendations work well with very clear requests that: Give the AI a broader explanation of the expected end result. Offer further details of the most important information or steps within that system. Example If you want the AI to create a lead management system, you can request it using the following prompt: I need a system to manage leads for my sales team. I want to track leads, assign them to sales reps, and see the status of each lead. The first sentence is your broader explanation of the end result: what the system will do and who will use it. The second sentence gives details about specific information that the system must handle, and how it'll be used. Here are some more examples of prompts you can use to get a good recommendation: Recommend a simple CRM system for managing my customers. I want to track customer details, interactions, and sales. Create an order form for my website. This should collect customer information, products, and payment details. I want an internal request portal for my team. I will collect requests, assign them to specific teams, track the status of each request, and update the user throughout the process. If you have specific apps you already use and want the system to include, make sure to add those to the prompt. If you're looking for inspiration, use only the tool (CRM or form, for example) and let Canvas AI suggest a suitable app. Make further improvements Creating a prompt that matches your needs may require some iterations of the instructions. Make as many changes as you need to get the AI to generate the best assets and steps for your use case. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33862280627853-Find-and-replace-values-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/33862280627853-Find-and-replace-values-in-Zap-workflows", "title": "Find and replace values in Zap workflows", "help_title": "Find and replace values in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Find and replace values in Zap workflows! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Find and replace values in Zap workflows! Updated May 29, 2026 18:16 Easily find any static value or mapped field in your Zap using the Zap editor's new search bar! It's available in both edit and published modes. Your search will display all steps that include it and when you select a result, the right sidebar will open with the value highlighted in its field. When you're in edit mode, you can also quickly replace an instance or all instances of the term. Edit faster and more easily than ever! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34043499167117-Use-formulas-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/34043499167117-Use-formulas-in-Zapier-Tables", "title": "Use formulas in Zapier Tables", "help_title": "Use formulas in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Use formulas in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Use formulas in Zapier Tables Updated May 29, 2026 18:17 The Formula field in Zapier Tables allows you to create calculations using fields from your table and multiple functions. Available on plans: Free Professional Team Enterprise How to add a Formula field From the Tables home , click the name of your table . Click the Add field icon on the right side of a table. Select the Formula field type . A sidebar will open. In the Name field, enter a name for the new field . Enter your formula in the Formula field. Click the Insert Functions tab to search for and select one of the available functions. Click the Insert Fields tab to search for and select existing fields. Use the Preview field's arrows to check the result of the first few records. Click Save . Tip You can create Zap workflows that trigger when a formula's result changes. Learn how to create a Zap that triggers for a field update . Composing formulas A formula consists of one or more functions that use table fields and other values to complete a calculation. You can create it using the Insert Fields and Insert Functions tabs that appear below the Formula text field. Using functions Each function within a formula requires arguments (pieces of information) to complete the calculation, and the number of arguments required depends on which function you're using . Formula fields can only be created with a valid formula. Arguments can be a field from your table, a numerical value, or a string (text) that you type directly into the formula. When using a string, you must surround it with double quotation marks, e.g. to check if a field contains the country France, use \"France\" in your formula. Simple formula Nested formula Simple formula You can create a formula that calculates the total order amount by multiplying the quantity of products ordered by the price of each unit: MUL(QUANTITYODERED,PRICEEACH) In this example, the fields are QUANTITYORDERED AND PRICEEACH . The function for multiplication is MUL() . Nested formula When you nest a function, you add one function within another. This allows you to use the result of a function as an argument for a different function. For example, you want to send orders from the United States for motorcycles to a specific post-sale team through a Zap. To do so, you'll nest two functions. IF(ALL(COUNTRY = \"USA\", PRODUCTLINE = \"Motorcycles\"), \"Send to US Chopper post-sale team\",\"Send to General post-sale team\") In this example, the fields are COUNTRY and PRODUCTLINE . This is what each function does: **ALL()** function : checks that all conditions provide a TRUE value, meaning that the record meets all criteria - the right country and the right product. **IF()** function : Decides which value to display: if the record matches the country and product, it displays “Send to the US Chopper post-sale team\". If it does not match, it displays “Send to General post-sale Team\". Fix errors in formulas When you enter your formula, if there are any issues, an error message will appear below the Formula field. You can use the Fix my formula button to get help from the AI in fixing it. It will suggest a solution based on what it believes you may be trying to accomplish. Limitations Field names must be selected from the Insert Fields list to be used in a formula. Strings must be enclosed in double quotation marks ( \" \" ). If your formula is invalid, you cannot save the field. Learn how to troubleshoot invalid formulas . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33907909469325-Your-canvas-can-now-suggest-steps-for-your-process", "final_url": "https://help.zapier.com/hc/en-us/articles/33907909469325-Your-canvas-can-now-suggest-steps-for-your-process", "title": "Your canvas can now suggest steps for your process", "help_title": "Your canvas can now suggest steps for your process", "slug": "_platform", "auth_signals": [], "text": "Your canvas can now suggest steps for your process &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2025 Your canvas can now suggest steps for your process Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We’re excited to announce a new feature in Canvas: AI-powered step suggestions! This tool reviews your existing steps and suggests a new one to enhance your process. It can suggest Zap workflows, tables, interfaces, or chatbots to help you build faster and smarter. Learn more about step suggestions for your process and get started today! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34043548432269-Functions-and-operators-available-in-Formula-fields-for-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/34043548432269-Functions-and-operators-available-in-Formula-fields-for-Zapier-Tables", "title": "Functions and operators available in Formula fields for Zapier Tables", "help_title": "Functions and operators available in Formula fields for Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Functions and operators available in Formula fields for Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Functions and operators available in Formula fields for Zapier Tables Updated January 23, 2026 15:21 This is a list of all the functions and operators available for Formula fields in Zapier Tables and how to use them. You can enter any value in a function, or select existing fields from the Insert Fields tab below the Formula text field. Learn how to create a Formula field . Note Formulas must be valid to be used in a field. Learn how to troubleshoot formulas . Functions Each function within a formula requires arguments (pieces of information) to complete the calculation, and the number of arguments required depends on the function you use. Arguments can be a field from your table, a numerical value, or a string (text) that you type directly into the formula. When using a string, you must surround it with double quotation marks. For example, to check if a field contains the country France, use \"France\" in your formula. Logical functions Function Description Usage IF() Checks if a logical expression is evaluated as 'true' or 'false', and returns the first or second value, depending on the result. IF( logical_expression , value_if_true , value_if_false ) Example: IF(ORDERQUANTITY &gt; 20, \"Large order\",\"Small order\") NOT() Returns 'true' if the value is the opposite of the expression, and 'false' if it's the same as the expression. Only accepts one argument. NOT( logical_expression ) Example: NOT(ORDERTOTAL = \"100\") ALL() Checks all values in the expression and returns 'true' when all values are evaluated as 'true'. Accepts multiple arguments. ALL( logical_expression_1 , logical_expression_2 , ...) Example: ALL(ORDERTOTAL &gt; \"100\", ORDERQUANTITY &gt; \"20\", COUNTRY = \"USA\") ANY() Checks all values in the expression and returns 'true' if any is 'true'. Accepts multiple arguments. ANY( logical_expression_1 , logical_expression_2 , ...) Example: ANY(ORDERTOTAL &lt; \"50\", ORDERQUANTITY &lt; \"10\") ISTEXT() Checks if the value is a string. Only accepts one argument. ISTEXT( value ) ISNUMBER() Checks if the value is a number. Only accepts one argument. ISNUMBER( value ) ISBOOL() Checks if the value is a boolean (true or false). Only accepts one argument. ISBOOL( value ) ISNULL() Checks if the value is NULL and returns 'true' if so. Only accepts one argument. ISNULL( value ) LT() Checks if the first value is smaller than the second. Requires two arguments. LT( value_1 , value_2 ) Example: LT(30, 40) GT() Checks if the first value is larger than the second. Requires two arguments. GT( value_1 , value_2 ) Example: GT(50, 40) LE() Checks if the first value is less than or equal to the second. Requires two arguments. LE( value_1 , value_2 ) Example: LE(20, 40) GE() Checks if the first value is greater than or equal to the second. Requires two arguments. GE( value_1 , value_2 ) Example: GE(30, 10) EQ() Checks if two values are equal. Requires two arguments. EQ( value_1 , value_2 ) Example: EQ(ORDERTOTAL, 180) NE() Checks if two values are not equal. Requires two arguments. NE( value_1 , value_2 ) Example: NE(COUNTRY, \"SPAIN\") CONTAINS() Checks if the first value contains the second value and returns 'true' if so. Case-sensitive. Requires two arguments. CONTAINS( value_1 , value_2 ) Example: CONTAINS(\"Motorcycles\", \"Moto\") ICONTAINS() Checks if the first value contains the second value and returns 'true' if so. Not case-sensitive. Requires two arguments. ICONTAINS( value_1 , value_2 ) Example: ICONTAINS(\"Motorcycles\", \"moto\") MULTI_DROPDOWN_CONTAINS() Checks if a string matches any label value in a multi dropdown field. Case-sensitive. MULTI_DROPDOWN_CONTAINS( dropdown field name , string ) Example: MULTI_DROPDOWN_CONTAINS(STATUS_FIELD, \"Active\") returns true if \"Active\" is selected MULTI_DROPDOWN_ICONTAINS() Checks if a string matches any label value in a multi dropdown field. Not case-sensitive. MULTI_DROPDOWN_ICONTAINS( dropdown field name , string ) Example: MULTI_DROPDOWN_ICONTAINS(STATUS_FIELD, \"active\") returns true if \"Active\" is selected String functions Function Description Usage LEFT() Returns the leftmost part of a string. Without precision returns first character, with precision returns specified number of characters from the left. LEFT( string_input , [ precision ]) Example: LEFT(\"fred\", 2) returns \"fr\" RIGHT() Returns the rightmost part of a string. Without precision returns last character, with precision returns specified number of characters from the right. RIGHT( string_input , [ precision ]) Example: RIGHT(\"Fred\", 2) returns \"ed\" REPLACE() Replaces all instances of a character or string with a replacement. Case-sensitive; replaces all occurrences. REPLACE( input_string , search_string , replacement_string ) Example: REPLACE(\"fred\", \"f\", \"F\") returns \"Fred\" CONCAT() Joins two values as a single text string. Requires two arguments. CONCAT( string_1 , string_2 ) Example: CONCAT(ADDRESS, COUNTRY) LEN() Returns the length of a given input. Works with strings, arrays, objects, or numbers (converted to strings). Returns 0 for null or boolean values. LEN( value ) Example: LEN(\"my string\") returns 9 FIND() Returns the one-indexed position where a string is first found within text. Returns 0 if not found. Optionally accepts a starting position. FIND( string_to_find , text_to_search , [ starting_at ]) Example: FIND(\"name\", \"my name is mud\") returns 4 SPLIT() Splits a string into an array using a delimiter. Default delimiter is a comma. SPLIT( input_string , [ delimiter ]) Example: SPLIT(\"1 2 3 4\", \" \") returns [\"1\", \"2\", \"3\", \"4\"] Arithmetical functions Function Description Usage SUM() Adds up all numbers given and returns the total sum. Accepts multiple arguments. SUM( value_1 , value_2 , ...) Example: SUM(10, 50, 40) AVERAGE() Calculates the arithmetic mean of the given numbers. Accepts multiple arguments. AVERAGE( value_1 , value_2 , ...) Example: AVERAGE(10, 240, 31, 22) SUB() Subtracts the second number from the first and returns the result. Requires two arguments. SUB( value_1 , value_2 ) Example: SUB(20, 15) DIV() Divides the first number by the second and returns the result. Returns an error if dividing by zero. Requires two arguments. DIV( value_1 , value_2 ) Example: DIV(50, 40) MUL() Multiplies all given numerical values and returns the result. Requires two arguments. MUL( value_1 , value_2 ) Example: MUL(30, 20) SUMIF Sums the values in a range when a condition is met. Accepts multiple arguments. SUMIF( condition , field_1 , field_2 , ...) Example: SUMIF(EQ(field_1, 100), order_value, shipping_value, tax) ROUND Rounds the provided value to a specified precision, in decimal places. If no precision is set, rounds to the nearest whole number. ROUND( value , [ precision ]) Example: ROUND(234.23634, 2) = 234.24 ROUNDUP Rounds the provided value up to a specified precision, in decimal places. If no precision is set, rounds to the nearest whole number. ROUNDUP( value , [ precision ]) Example: ROUNDUP(4.1233, 3) = 4.124 ROUNDDOWN Rounds the provided value down to a specified precision, in decimal places. If no precision is set, rounds to the nearest whole number. ROUNDDOWN( value , [ precision ]) Example: ROUNDDOWN(4.123, 1) = 4.1 CEILING Divides the first number by the second and rounds up to the nearest whole number. Requires two arguments. CEILING( value_1 , value_2 ) Example: CEILING(23, 2) = 12 FLOOR Divides the first number by the second and rounds down to the nearest whole number. Requires two arguments. FLOOR( value_1 , value_2 ) Example: FLOOR(23, 2) = 11 ABS Returns the absolute value of a number. Optionally, add \"true\" as a second argument to display an error message when the value is not a number. ABS( value , [ error ]) Example: ABS(-234.23634) = 234.23634 COUNT Counts the number of inputs passed to the function. Accepts multiple arguments. COUNT( value_1 , value_2 , ...) Example: COUNT(2, 3, 10, 2) = 4 RAND Returns a random number between 0 and 1. Does not require arguments. RAND() RANDBETWEEN Returns a random integer between a lower and upper range. Requires two arguments. RANDBETWEEN( lower , upper ) Example: RANDBETWEEN(1, 10) POWER Raises the first value to the exponent passed as the second value. Requires two arguments. POWER( value_1 , value_2 ) Example: POWER(2, 3) = 8 COUNTBLANK() Counts the number of blank or null values passed to the function. For arrays, counts blank elements within the array. Accepts multiple arguments. COUNTBLANK( value_1 , value_2 , ...) Example: COUNTBLANK(2, null, \"\", 2) returns 2 EVEN() Returns the nearest even number rounded up from the given value. EVEN( number ) Example: EVEN(1) returns 2 ODD() Returns the nearest odd number rounded up from the given value. ODD( number ) Example: ODD(2) returns 3 INT() Returns the nearest integer of the given number rounded down (floor operation). INT( number ) Example: INT(45.6) returns 45 PI() Returns pi (π) to a specified number of decimal places (0-50). Defaults to 14 decimal places if not provided. PI([ n_places ]) Example: PI(2) returns 3.14 SIGN() Returns the sign of the given number: -1 if negative, 0 if zero, 1 if positive. SIGN( value ) Example: SIGN(-23.2) returns -1 BASE() Converts a number to a different base representation (2-36). Optionally pads with leading zeros. BASE( value , base , [ min_digits ]) Example: BASE(255, 16) returns \"FF\" Date and time functions Function Description Usage TODATETIME() Converts a value into ISO8601 date and time format . Optionally, add \"true\" as a second argument to display n/a instead of an error when the date and time cannot be converted. TODATETIME( value , [ error ]) Example: TODATETIME(ORDERDATE, false) UTCNOW Returns the current time's ISO 8601 UTC timestamp. Optionally, pass an hour offset to indicate the timezone for the timestamp. UTCNOW([ time_offset ]) Example: UTCNOW(-5) ONUPDATE Re-checks the result of the first value if any of the provided fields is updated. Accepts multiple arguments. ONUPDATE( function , field_1 , field_2 , ...) Example: ONUPDATE(EQ(DEPT_NAME, \"HR\"), TICKET_STATUS, RESOLUTION) DATEDIFF Compares two timestamps and calculates the time difference between them in the unit defined. Accepts the following units: Minute, Hour, Day, Month, Year DATEDIFF( value_1 , value_2 , unit ) Example: DATEDIFF(\"2025-02-07\", \"2025-02-08\", \"day\") Validation functions Function Description Usage ISBLANK() Checks if the value is an empty string and returns 'true' if so. Note: null values are not considered blank—use ISNULL() for null checks. ISBLANK( value ) Examples: ISBLANK(\"\") returns true ISBLANK(null) returns false ISDATE() Checks if the value is a valid date string and returns 'true' if so. The date must include a year to be valid. Dates with time components are not considered valid. ISDATE( date_string ) Examples: ISDATE(\"July 18 1955\") returns true ISDATE(\"January\") returns false ISEMAIL() Checks if the value is a valid email address format and returns 'true' if so. ISEMAIL( value ) Examples: ISEMAIL(\"test@zapier.com\") returns true ISEMAIL(\"@zapier.com\") returns false ISEVEN() Checks if the given value is an even number. Returns 'false' for non-numeric values. ISEVEN( value ) Examples: ISEVEN(42) returns true ISEVEN(1) returns false ISODD() Checks if the given value is an odd number. Returns 'false' for non-numeric values. ISODD( value ) Examples: ISODD(67) returns true ISODD(12.2) returns false REGEXMATCH() Checks if the value matches a regular expression pattern and returns 'true' if so. Performs a full match, not partial. REGEXMATCH( value , regex_pattern ) Examples: REGEXMATCH(\"test@zapier.com\", \".*@.*\\.com\") returns true REGEXMATCH(\"hello\", \"world\") returns false Meta functions Function Description Usage RECORD_ID() Returns the unique record ID from the curr", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34129169382029-Introducing-undo-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/34129169382029-Introducing-undo-in-Zap-workflows", "title": "Introducing undo in Zap workflows", "help_title": "Introducing undo in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Introducing undo in Zap workflows! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Introducing undo in Zap workflows! Updated May 29, 2026 18:16 We got another exciting update for y'all - the Zap editor now includes an undo button! You can undo changes to: Step titles. App selections. App event selections. Connected app accounts. Field values. Adding, reordering, or removing steps. Build more confidently knowing you can roll back changes easily with one click! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34066371970573-You-can-now-use-formulas-with-your-Zapier-Tables-fields", "final_url": "https://help.zapier.com/hc/en-us/articles/34066371970573-You-can-now-use-formulas-with-your-Zapier-Tables-fields", "title": "You can now use formulas with your Zapier Tables fields", "help_title": "You can now use formulas with your Zapier Tables fields", "slug": "_platform", "auth_signals": [], "text": "You can now use formulas with your Zapier Tables fields! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 You can now use formulas with your Zapier Tables fields! Updated May 29, 2026 18:16 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Available on plans: Free Pro Advanced We’re excited to announce the new Formula field in Zapier Tables ! This powerful feature allows you to perform calculations using fields from your table and a variety of functions. Whether you need simple calculations or complex nested formulas, the Formula field makes it easy to automate and analyze your data. Plus, you can even create Zap workflows that trigger when a formula’s result changes, unlocking new possibilities for automation. Start right now with our new Formula field tutorial , and find out the available functions and operators . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/33905977592205-Ask-AI-to-suggest-a-new-step-for-your-canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/33905977592205-Ask-AI-to-suggest-a-new-step-for-your-canvas", "title": "Ask AI to suggest a new step for your canvas", "help_title": "Ask AI to suggest a new step for your canvas", "slug": "_platform", "auth_signals": [], "text": "Ask AI to suggest a new step for your canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Ask AI to suggest a new step for your canvas Updated May 29, 2026 18:14 Canvas can use AI to suggest a new step in your process, to help speed up your development. It works by reviewing your existing steps within your canvas to make a suggestion. The suggestion step will use either a pre-made Zap , table , form , or chatbot . Using this feature can help improve or extend your process. Let Canvas suggest a step To get a step suggestion: From the Canvas home , select your canvas name . Hover over an existing step and click the plus icon . Click Suggest step . Canvas will generate a new step. To accept it, click the checkmark icon . To refuse the suggestion, click the X icon . If you accept the suggestion, you can edit the step and the Zapier product associated with it. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34405334985741-Tracking-sub-Zap-workflows-is-way-easier", "final_url": "https://help.zapier.com/hc/en-us/articles/34405334985741-Tracking-sub-Zap-workflows-is-way-easier", "title": "Tracking sub Zap workflows is way easier", "help_title": "Tracking sub Zap workflows is way easier", "slug": "_platform", "auth_signals": [], "text": "Tracking sub-Zap workflows is way easier! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Tracking sub-Zap workflows is way easier! Updated May 29, 2026 21:21 The Sub-Zap app just got a little more pizzazz. When you add a Call a Sub-Zap action to a Zap, there's a new button that automatically creates and links a new sub-Zap for you. In publish mode, there's also new buttons to open a sub-Zap from the parent Zap, so it's easy to find them. And if you're reviewing Zap runs in the editor, we've added links to the Zap run in the corresponding parent Zap or sub-Zap so it's easy to review your entire workflow. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34463643736205-View-all-issues-on-the-Alerts-page", "final_url": "https://help.zapier.com/hc/en-us/articles/34463643736205-View-all-issues-on-the-Alerts-page", "title": "View all issues on the Alerts page", "help_title": "View all issues on the Alerts page", "slug": "_platform", "auth_signals": [], "text": "View all issues on the Alerts page &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Notifications View all issues on the Alerts page Updated May 29, 2026 18:17 The Alerts page shows you all Zap workflows that have had issues within the last 7 days (you can adjust the filter to a maximum of 30 days). To help triage and prioritize issues, disconnected apps will always display a Critical priority. You can also filter alerts based on a specific time period and whether the issue is due to an errored, halted, held, or broken authentication status , or due to the Zap being turned off. Available on plans: Free Professional Team Enterprise Review alert info You can click the settings icon to: View the app connection in the Apps page. Hide the alert. Click Reconnect to reconnect the app to Zapier . You can see more info about the issue by clicking the arrow icon at the left end of the alert. Zap workflows App connections For Zap workflows, you can see: The affected Zap. The issue that caused the alert. How many times the issue occurred. When the issue occurred. The folder the Zap is located in. The owner of the Zap. The type of issue. A link to view the run in the Zap editor. For app connections, you can see: The affected app. The issue that caused the alert. When the issue occurred. The owner of the affected app connection. The alert priority. The name of the affected app connection. How many Zap workflows are affected by the app connection issue. A link to reconnect the app. Tip You can also manage your notifications when errors occur in Zap workflows or set up usage alerts to get notified about task usage spikes. Learn more about how to troubleshoot errors in Zapier. If you’re not sure why you received a particular error message, or are unable to troubleshoot an error on your own, contact support for further assistance. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34444909619981-Get-a-bird-s-eye-view-of-dependencies-between-Zap-steps", "final_url": "https://help.zapier.com/hc/en-us/articles/34444909619981-Get-a-bird-s-eye-view-of-dependencies-between-Zap-steps", "title": "Get a bird s eye view of dependencies between Zap steps", "help_title": "Get a bird s eye view of dependencies between Zap steps", "slug": "_platform", "auth_signals": [], "text": "Get a bird&#39;s-eye view of dependencies between Zap steps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Get a bird&#39;s-eye view of dependencies between Zap steps Updated October 03, 2025 15:31 Ever wonder where you mapped fields between steps in your Zap? Now, you can view those step dependencies when you're in the Zap editor.&nbsp; In the top menu bar, click your Zap's name to open the dropdown menu. Select Show step dependencies . Select a step in your Zap. We'll highlight any preceding steps that you mapped data from and any subsequent steps that you mapped this step's data to. To help you focus on the step dependencies, we'll also fade out any steps that have none. This is great when you're reviewing your Zap setup so you can edit steps without accidentally breaking your Zap! Whew! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34576034066445-IT-helpdesk-template-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/34576034066445-IT-helpdesk-template-guide", "title": "IT helpdesk template guide", "help_title": "IT helpdesk template guide", "slug": "_platform", "auth_signals": [], "text": "IT helpdesk template guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Use case templates IT helpdesk template guide Updated May 29, 2026 18:15 This article guides you through how to implement the IT helpdesk template. Jump to the setup instructions How this workflow works Help your team get answers to straightforward questions with AI, collaborate on the tickets that need a human touch, then update your knowledge source. Your team will get responses faster, and you'll feel confident nothing has fallen through the cracks. Products, by Zapier tools, and apps used Products Zap workflows Tables Chatbots By Zapier tools Filters by Zapier Sub-Zap by Zapier AI by Zapier Code by Zapier Looping by Zapier Apps Jira Slack ClickUp Tip This template is a great starting point, but you can customize the workflow —adjusting triggers, actions, apps, or conditional logic—to suit your specific needs. Requirements To use this template, you must have: A paid Zapier plan or active trial. A Chatbots Pro or higher plan. Learn more about Zapier plans . Step by step instructions Before you start Before you start setting up this workflow, you should: Set Up Your Slack Add a #helpdesk channel to Slack: This is where team members will go to ask questions. Add custom priority emojis: This workflow uses several emojis. You can download pre-made emojis or swap in the emojis that work best for your team. Select Your Ticket Management App Decide on your task management system: This is where you’ll handle and record tickets. This template offers options for Jira and ClickUp, but you can easily swap in any app supported by Zapier. Set up your workflow Once you have the template in your account you’ll be directed to its Canvas, where you will find everything you need. To activate this workflow, follow these steps: Add your frequently asked questions (FAQs) (Optional) Add your FAQ to the FAQ knowledge source table: Fill it with answers to your most commonly asked questions. This will form the foundation of your chatbot’s knowledge source. Note: This doesn’t need to cover everything — the FAQ knowledge source is designed to expand and improve automatically over time. Customize your task priority levels Add your custom priority levels in the request priority table: Ensure the request priority table reflects the priority levels used in your task management app. Set up your chatbot Add custom knowledge sources : You can add publicly available webpages, files, or additional tables for it to reference in your Helpdesk chatbot. Set your sync schedule to daily : This determines how often your chatbot will bring in new information from your knowledge source. Set up the Zap workflows in the workflow building blocks section Set up “Fetch priority options” Zap. Because it’s referenced throughout this workflow, this will ensure that it’s easily referenced as you build. Configure the rest of your Zap workflows Navigate to each Zap on the Canvas and follow the setup instructions. How to edit each Zapier product To edit steps, click the arrow icon. This will open a new window with the Zapier product for you to edit. Tip Click View Note on each associated step to view detailed information. These notes provide an overview of the step’s function and include specific instructions on how to set it up. Zap workflows Tables Chatbots For your Zap workflows: Edit Zap workflows: Review each Zap step. Look for the notes icon within each step for specific guidance and instructions. Connect apps : Add or select which app connection you want to use. Customize data : Input any custom data specific to your organization. Publish Zap : Click Publish in the upper right to turn the Zap on. For your tables: Modify fields : (Optional) Change the data type for existing fields . Changes are saved automatically. Share access : (Optional) Share access to the table with other members. For your chatbots: Add knowledge sources : Use external knowledge sources to enhance the chatbot’s knowledge Sync knowledge : Ensure your chatbot has the latest information by manually or automatically syncing updates from your knowledge sources . Customize appearance : (Optional) Adjust the visual style of your chatbot . Changes are saved automatically. Sharing &amp; embedding : (Optional) Share or embed the chatbot with others or embed it on your website. Tip You can come back to your template any time to continue working on it. It will be available from the Canvas home . Test your workflow Try different real-life scenarios to make sure everything is working smoothly. Here are a few to get you started: React with an emoji to indicate that your question was answered. Ask questions with varying priority levels. Confirm that questions appear in your task management app. Learn more about: Testing Zap steps. Improving chatbot answers Once your testing is complete, your IT helpdesk workflow will be ready to use! Troubleshooting If you encounter any issues while setting up your template, refer to the following resources for troubleshooting steps: Troubleshoot Zap workflows Troubleshoot Zapier Tables Troubleshoot Chatbots ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34520757871373-Deal-desk-Manage-HubSpot-quote-approvals-in-Slack-template-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/34520757871373-Deal-desk-Manage-HubSpot-quote-approvals-in-Slack-template-guide", "title": "Deal desk Manage HubSpot quote approvals in Slack template guide", "help_title": "Deal desk Manage HubSpot quote approvals in Slack template guide", "slug": "_platform", "auth_signals": ["webhook"], "text": "Deal desk: Manage HubSpot quote approvals in Slack template guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Use case templates Deal desk: Manage HubSpot quote approvals in Slack template guide Updated May 29, 2026 21:21 This article guides you through how to implement the Deal desk: Manage HubSpot quote approvals in Slack template. Jump to the setup instructions How this workflow works Once a sales rep submits a quote in HubSpot, the system automatically identifies the correct approvers based on concessions and reporting structure. Approvers receive notifications in Slack, where they can review and take action—approve, reject, or request changes. If approvals are delayed, the system follows up automatically to keep deals moving. This template provides a fully customizable workflow, allowing teams to configure multiple approval levels, automate reminders, and track approval status—all in one place. Products, by Zapier tools, and apps used Products Zap workflows Tables By Zapier tools Filters Sub-Zap AI by Zapier Code by Zapier Looping by Zapier Paths by Zapier Webhooks by Zapier Apps HubSpot Slack Tip This template is a great starting point, but you can customize the workflow —adjusting apps, triggers, actions, or conditional logic—to suit your specific needs. Requirements To use this template, you must have: A paid Zapier plan or active trial. Learn more about Zapier plans . Step by step instructions Before you start Define concessions Collaborate with your teams to compile a list of concessions (e.g., discounts, extended payment terms). Note down what the concession is, what options need or don't need approval, and who the approver is. Configure HubSpot Set up concession Deal properties Ensure each concession has its own Deal property with all available options listed as options to select. Reps must fill these out before generating a new quote. Tip: We recommend using HubSpot Playbooks to easily populate them. Configure quotes Ensure quote styling follows brand guidelines. Turn on the quote approval feature in HubSpot. Set up HubSpot workflow Create a HubSpot workflow that triggers when a quote is \"Pending approval\" Set up two branches. Branch 1 | requires approval: Configure this branch so that quotes that don't meet your standard terms, pre-approved terms go down it Set the quote approver to anyone on your sales team. It doesn't matter who as long as it isn't a rep (we'll approve the quote via an API call later in the workflow) Send a webhook containing the following deal details Quote metadata: deal description, deal ID, Hubspot quote owner email, deal name, quote ID, owner ID Your concessions: list your concessions as individual properties. Important: The values on the left must exactly match the concession keys in your concession matrix table. Note: You’ll come back to this workflow later once you have your Webhook URL Branch 2 | doesn't require approval: Quotes that don't meet the first branches criteria go down it After the branch, set the quote status to approved Set up your Slack channel Create a Slack channel Set up a dedicated channel for managing quote approvals (e.g., #quote-approvals). Add team members Invite all sales reps and approvers to the channel. Optionally, integrate this workflow into an existing #deal-desk channel. Set up your workflow To activate this workflow, follow these steps: Add approval roles to the approval roles table Set up the approval roles table Add each role, and mark it as either static or reporting line Static: the same person approvers that concession for everyone. Only one person can hold this role. Reporting line: the approver changes depending on who you report to. We'll go up the reporting line, starting with the rep, until we find someone who's role matches the approval role. Set up your team directory Populate the directory Add the email addresses of all team members involved in the approval process (both reps and approvers). Click Lookup Info to automatically pull their name, Slack ID, and HubSpot ID. Assign roles and approvers Select roles from the dropdown. This record is linked to the approval roles table. To add new roles, add them there. Give each individual approval roles as relevant. Note: For static approval roles, only select one approver. The Zap will return the first approver it finds in the list. Fill out \"managed by\" Select the manager for each rep, and their manager, until you get to the highest person who is an approver. This set up helps the Zap determine who the approver should be for approval roles marked as \"reporting line\". Set up backup approvers (optional) Designate backup approvers for when team members are out of office. Consider syncing with an HR system or calendar tools (e.g., Google Calendar, BambooHR). Set up your concessions and approval roles matrix table Add concessions Add a new row for each available option for each concession. Each concession should have both a key (which exactly matches what we receive from HubSpot) and a label . Ensure concession keys match exactly what you're sending from HubSpot. Make sure that booleans (true / false) are in lower case Select approvers Select the role that needs to approve that specific concession. You can have different approvers for the same concession type, but different concession values. For example, the approvers could be Discount ➡️ available concession = 20% ➡️ approver = Manager Discount ➡️ available concession = 50% ➡️ approver = VP Set up your Zap that kicks off the approval process Navigate to “Create new quote on quote status tracker table” Zap Copy the Zapier webhook URL from the first step of this Zap and paste it into the webhook step in your HubSpot workflow. This tells HubSpot where to send information. Turn on your HubSpot workflow Ensure your HubSpot workflow is enabled. Configure the rest of your Zap Navigate to each Zap on the Canvas and follow the setup instructions. You'll need to select which app connection to use and add in any custom data for your organization. Editing instructions by product type Edit steps : Click the arrow icon. This will open a new window with the Zapier product for you to edit. Tip Click View Note on each associated step to view detailed information. These notes provide an overview of the step’s function and include specific instructions on how to set it up. Zap workflows Tables For your Zap workflows: Edit Zap workflows: Review each Zap step. Look for the notes icon within each step for specific guidance and instructions. Connect apps : Add or select which app connection you want to use. Customize data : Input any custom data specific to your organization. Publish Zap : Click Publish in the upper right to turn the Zap on. For your tables: Modify fields : (Optional) Change the data type for existing fields . Changes are saved automatically. Share access : (Optional) Share access to the table with other members. Tip You can come back to your template any time to continue working on it. It will be available from the Canvas home . Test your workflow Try different real-life scenarios to make sure everything is working smoothly. Here are a few to get you started: React with an emoji to indicate that the quote was approved. Try different combinations of approvers. Confirm that the out-of-office fallback works as expected. Test the process end-to-end as if you were a sales rep. Learn more about: Testing Zap steps. Improving chatbot answers Once your testing is complete, your AI-powered IT help desk ticketing system will be ready to publish and roll out to your team! Troubleshooting If you encounter any issues while setting up your template, refer to the following resources for troubleshooting steps: Troubleshoot Zap workflows Troubleshoot Zapier Tables Troubleshoot Zapier Forms Troubleshoot Chatbots ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34043553491469-Zapier-Tables-error-Invalid-formula", "final_url": "https://help.zapier.com/hc/en-us/articles/34043553491469-Zapier-Tables-error-Invalid-formula", "title": "Zapier Tables error Invalid formula", "help_title": "Zapier Tables error Invalid formula", "slug": "_platform", "auth_signals": [], "text": "Zapier Tables error: Invalid formula &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Troubleshoot Zapier Tables Zapier Tables error: Invalid formula Updated February 17, 2026 12:21 Symptoms You are unable to save a Formula field in Zapier Tables. Causes This error happens if the formula you created contains errors. How to fix it Check your formula to ensure that:&nbsp; All parentheses are opened and closed properly. There are no unused operators . There are no unused arguments. Learn which arguments each function requires . The formula does not use fields that no longer exist. Learn how to create a formula in Zapier Tables . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34688036764429-Display-tables-on-Zapier-Forms", "final_url": "https://help.zapier.com/hc/en-us/articles/34688036764429-Display-tables-on-Zapier-Forms", "title": "Display tables on Zapier Forms", "help_title": "Display tables on Zapier Forms", "slug": "_platform", "auth_signals": [], "text": "Display tables on Zapier Forms &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Use Zapier Form components Display tables on Zapier Forms Updated January 15, 2026 14:41 The Table component in Zapier Forms lets you display a table's contents to users. You can decide which fields will be visible and whether you want users to be able to edit the table's content. Available on plans: Free Professional Team Enterprise Set up a Table component From any page in your form project, click the plus sign at the bottom of the page. A dialog box will open. From the list of components, select Table . Select a table from the list or search for and select another table . Clear the checkbox next to any fields you do not want to display. To change the display order, click and drag the fields into position using the handle . Click Connect data . Your component will appear on the page and a settings sidebar will open. Optionally, click Add without data to create the component without connecting a table. You can select a table at any time from the Data tab of your component. Note Table components cannot display JSON and Formula fields. Change user permissions You can restrict what users can do with the table in the User permissions section, within the Content tab. Toggle each switch on or off to change the permissions you want to grant your user: Create: allow users to add new records. When this is enabled, you can also enter a label for the new record button, in the Button copy field. Edit: allow users to edit existing records. Delete: allow users to delete records. All changes are saved automatically. Tip To give your users view-only access, toggle all permissions off. Table display options By default, Table components display 20 rows. Users can switch to display 10, 20, or 50 rows using the dropdown menu at the bottom left of a table. If there are more rows than the maximum display number, users can navigate to other rows using the arrows at the bottom right of the table. Use filters with a table component You can use rules like the ones in Zapier Tables fields to filter table records. Learn more about how Zapier Tables rules work . From the Forms home , select your form project . Select the page that has your component. Select your Table component . A sidebar will open. In the sidebar, select the Data tab. Click Filter . Three new fields will appear. Click the first dropdown menu , then select the field that you want to filter. Click the second dropdown menu to select a rule . Click the text field , then enter the value that you want to use in the filter. Some rules do not require a value. Click Save changes . When a filter is active, only records that match the filter are visible. Filter data using a table view You can select a table view to display a subset of the data in your table. From the Forms home , select your form project . Select the page that has your component. Select your Table component . A sidebar will open. In the sidebar, select the Data tab. Click the Table View dropdown menu, then select the view to display. Remove a view To stop using a view on a component, you must remove the table and re-add it. From the Forms home , select your form project . Select the page that has your component. Select your Table component . A sidebar will open. In the sidebar, select the Data tab. On the Table field, click the X icon beside the table's name. This will remove the table and the view from the component. Click the Table field to search and select the table again. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34173732059661-Enhanced-error-handling-for-API-Request-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/34173732059661-Enhanced-error-handling-for-API-Request-actions", "title": "Enhanced error handling for API Request actions", "help_title": "Enhanced error handling for API Request actions", "slug": "_platform", "auth_signals": [], "text": "Enhanced error handling for API Request actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 Enhanced error handling for API Request actions Updated May 29, 2026 18:16 We're excited to announce a significant improvement to our API Request actions with flexible error handling. Note Video UI outdated: The video shows the error handling option as \"Apply standard error handling?\". This has been updated to \"Stop on error\" in the current UI. Previously error handling behaviour Zap runs would always run successfully , regardless of the API’s response status. The API response included error information such as the status code. New and improved error handling behaviour You can now choose how errors are handled: Standard error handling: Zap runs will error if the app’s API does not return a 200 (OK) status code. Zapier automatically attempts to refresh expired or invalid authentication tokens. Alternative error handling (default): Zap runs are always successful , regardless of the API’s response status code. The API response will always include the full response data, containing information about the error code, message, and status. To use this feature, navigate to your API Request actions and select the desired behavior using the \"Stop on error\" field. The default settings is set to “No”. Benefits Increased flexibility: Tailor error handling to your specific API and workflow needs. Improved control: Gain finer-grained control over how Zap workflows respond to API errors. Enhanced debugging: Access detailed error information for easier troubleshooting. This new feature provides greater control and flexibility when integrating with APIs, making your Zap workflows more robust and reliable. Learn more creating API Requests actions. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34745643831053-Add-private-apps-to-your-allowed-list", "final_url": "https://help.zapier.com/hc/en-us/articles/34745643831053-Add-private-apps-to-your-allowed-list", "title": "Add private apps to your allowed list", "help_title": "Add private apps to your allowed list", "slug": "_platform", "auth_signals": [], "text": "Add private apps to your allowed list &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2025 Add private apps to your allowed list Updated October 03, 2025 15:31 We just updated our allowed apps feature so that you can add private apps to your allowed list too. When you add an allowed app, all members of your account can use it. Members cannot use any app that is not in your allowed list. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34713530114573-Zapier-account-organization-and-workspaces", "final_url": "https://help.zapier.com/hc/en-us/articles/34713530114573-Zapier-account-organization-and-workspaces", "title": "Zapier account organization and workspaces", "help_title": "Zapier account organization and workspaces", "slug": "_platform", "auth_signals": [], "text": "Zapier account organization and workspaces &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Organizations and workspaces in Enterprise accounts Zapier account organization and workspaces Updated August 10, 2026 17:22 Learn what organizations and workspaces are in Enterprise accounts and how they help you centralize: User management. Account security. Account billing. Workflow automation and collaboration. Available on plans: Free Professional Team Enterprise What is an organization? An organization is the top-level account that represents your company or business. It centralizes important tasks such as user management, access control, billing, and security. Additionally, it organizes automation resources across various workspaces so users across the account can collaborate with one another. Organization features include: Single ownership of all workspaces. Single invoicing that includes usage from all workspaces. Domain validation for the entire organization, including all workspaces. The organization account is an administration center only. You cannot build, create, edit, or manage Zaps and other automation assets at the organization level. To build automations, switch to a workspace using the workspace switcher in the top-right corner of the screen. What is a workspace? A workspace is a sub-account within an organization. Each workspace manages automation independently from other workspaces for better visibility, security, and control. You can create workspaces based on how you already separate your employees, like departments, franchises, or geographic regions. Features of workspaces include: A separate set of user roles and permissions (users can be in one or more workspaces). The ability to set task limits per workspace. Access to Zapier add-ons . Isolated Zaps, app connections, and automation assets. Learn more about how to create a workspace . What is managed at each level? Some settings apply to the entire organization, while others are specific to individual workspaces. Item Managed at Billing and plan Organization Task limits per workspace Organization User provisioning (invites, SCIM, domain capture) Organization User Groups (which workspaces each group can access) Organization Domain verification Organization SAML and SCIM configuration Organization Workspace creation and settings Organization Zaps, folders, and asset permissions Workspace App connections and connection sharing Workspace Restricted and allowed apps Workspace Teams (sharing groups within a workspace) Workspace MCP server access Workspace Learn more about managing members and User Groups . Verifying domains Domain verification is configured at the organization level and applies to all workspaces. Learn more about how to verify domains in organizations and workspaces . Workspaces vs. Shared Folders Workspaces are fully isolated environments — each has its own members, assets, and task budget. Shared Folders are a way to share Zaps and other assets within a single workspace. These features solve different problems and can be used together. Use Shared Folders when you want to organize content for a team within the same account and let multiple people collaborate on the same set of Zaps. Use Workspaces when you: - Need to prevent users from accessing another team's work. - Need separate task limits per team. - Need separate app connections per team. - Want a different set of users in each environment. Workspaces vs. App Connection Controls Workspaces provide separate, isolated environments within your organization. App Connection Controls let you govern which apps can be used within a given workspace. These are complementary features. Use App Connection Controls when you want to restrict which apps are allowed in a team's environment, enforce shared connections (for example, one shared Salesforce login for everyone), or govern what apps a team can connect within an existing workspace. Use Workspaces when you need: - Full data isolation where one team cannot access another team's Zaps or connections. - Separate task budgets per team. - Separate user lists for each environment. Note At the organization level, the group membership feature is called User Groups , not Teams. Teams is a separate Zapier product available on lower-tier plans. Use User Groups when configuring org-level membership. Learn more about roles and permissions in organizations and workspaces . Limitations Limitation Description Task limit overages If the sum of workspace limits exceeds the organization plan limit, the organization will incur overages. Learn more about how billing works in organizations and workspaces . Add-ons Add-ons such as Agents, Chatbots, Interfaces, Tables, and Canvas are usable in each workspace. Workspaces are allowed to reach the organization limit of add-ons. Ownership The organization's account owner will automatically have ownership of all workspaces. Transferring organization ownership will transfer ownership of all workspaces. Account deletion The organization's owner is completely blocked from self-serve deletion of their Zapier account, since they automatically own every workspace and deleting their account would delete the entire organization. Super admins and admins cannot delete the organization account either, regardless of role. To delete your account, the owner must first transfer ownership of the organization to another member. Domain access policy Configured at the organization level only. Learn more about domain access settings . Workspace deletion Workspaces cannot be deleted. To effectively disable a workspace, set its task limit to 0. Copying assets The following assets can be copied across workspaces: Zaps, Tables, Forms, Chatbots, Agents, and Canvases. The following assets cannot be copied across workspaces: MCP Servers, Knowledge Sources, and Global Variables. Account conversion Converting to a Workspaces account is not reversible through the admin interface. New user access Users invited to the organization must be added to a user group that has access to a workspace before they can use Zapier. Until then, they encounter a no-access screen when they log in. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34715302947085-App-monthly-round-up-January-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/34715302947085-App-monthly-round-up-January-2025", "title": "App monthly round up January 2025", "help_title": "App monthly round up January 2025", "slug": "_platform", "auth_signals": [], "text": "App monthly round up January 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2025 App monthly round up January 2025 Updated May 29, 2026 18:16 Bluesky Fixed an issue where the Bluesky Create Post action was returning an error if the \"Alt Text\" field was left blank. Fixed an issue where the Bluesky Create Post action was returning an error when uploading a thumbnail image with \"Embed Type\" set to \"External Link\". Gmail Gmail triggers and actions were returning a \"Requested entity was not found\" error. This issue has been fixed. Google Calendar Fixed an issue where using Transfer for the New Event trigger in Google Calendar was not including all output fields. Fixed an issue where the \"Event\" dropdown for the Add Attendee(s) to Event action in Google Calendar was not showing all available events. Google Sheets Added Delete Spreadsheet Row(s) action. The Google Sheets action Clear Spreadsheet Row(s) now supports clearing multiple rows at once. Fixed an issue with Google Sheets where worksheets with a / forward slash in their name was leading to a 404 Not Found error. Intercom Added Create Article action. Added Retrieve a Conversation search. LinkedIn Ads Fixed an issue where some LinkedIn Ads webhooks were not triggering Zap workflows due to being incorrectly detected as duplicates. Fixed an issue where LinkedIn Ads one-time transfers of the New Lead Gen Form Response (Sponsored content) trigger were not working. Fixed an issue where the LinkedIn Ads New Lead Gen Form Response (Organic Content) trigger was sometimes encountering an error while hydrating data from LinkedIn Ads. Marketo Added Create or Update Company action. Added Find Company search. Microsoft Outlook We've added the ability to include a Microsoft Teams meeting when creating an event using the Create Event action in Microsoft Outlook. Several bugs have been fixed in Microsoft Outlook: An error when attaching files to emails using a shared inbox via the Send Email action. A 404 error with the New Email trigger for some users. The New Calendar Event trigger erroneously triggering multiple times for the same event. The New Email trigger erroneously triggering multiple times for the same email after it was moved to a different folder or trashed. QuickBooks Online Added new triggers for Estimate Emailed , New Bank Transaction , and New Time Entry . Added a PDF file of the object to the QuickBooks Online triggers New Purchase Order , New Estimate , and search Find Estimate . Added additional input fields (Doc Number, Customer Name, Transaction Date, and Total Amount) to the QuickBooks Online search Find Estimate . Fixed an issue with QuickBooks Online where Create Bill did not have the necessary “Exchange Rate” input field to work properly for transactions in another currency. Fixed an issue with QuickBooks Online where Zapier would disconnect an account connection despite getting a Company Lock Out message from QuickBooks indicating that Zapier should try again in a few minutes. Salesforce We added a new search Get Record Attachments. Shopify We've resolved an issue with the Shopify app where the Find Product by Title search wasn't working correctly for products with a modified handle. Now, the search will look for matches on both the product title and handle, ensuring accurate results. Slack Fixed an issue where Slack messages with large file attachments sometimes failed to send. Fixed an issue where the Slack Send Channel Message action did not include a timestamp (Ts) output field when a file was uploaded. Trello New features We’ve added a new action Add Member to Board . You can now add to an existing description with the Trello action Update Card (instead of only overwriting it), delete the “Card Due Date”, and archive a card via “Card Closed”. The Trello search Find Card now lets you search by card ID and includes comments and attachments in the output. The Trello trigger Card Updated no longer requires to have a specific card (or board) selected. It can now trigger on changes to all cards. The Trello actions Create Card and Update Card now have input fields to support location information, cover information, card color, and start date. The Trello trigger Card Due now includes comments in the output. Bug fixes Fixed an issue with Trello where using the Create Card action and attaching multiple files resulted in a single zip file. Fixed an issue with Trello where empty custom fields for a card were not transferred to Zapier properly. Fixed an issue with Trello where the Card Moved to List trigger was not working when only a “Board” is selected. Fixed an issue with Trello where “attachments” on a card that are not downloadable (e.g., a URL) caused an error. Xero The New Bill trigger in Xero now includes attachments. Zoom The Zoom action Create Meeting Registrant now dynamically displays only the relevant input fields based on the meeting's registration settings. The Zoom trigger New Audio Transcript now allows Zoom owners or admins to monitor transcripts across their entire account. We've resolved an issue with the Zoom New Meeting Ended trigger to ensure consistency between sample and live data output. We've also fixed an issue where New Meeting Registrant and New Webinar Registrant sample data was missing “Occurrence information”. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34746932286733-Review-Zapier-Functions-logs", "final_url": "https://help.zapier.com/hc/en-us/articles/34746932286733-Review-Zapier-Functions-logs", "title": "Review Zapier Functions logs", "help_title": "Review Zapier Functions logs", "slug": "_platform", "auth_signals": [], "text": "Review Zapier Functions logs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Manage your functions Review Zapier Functions logs Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. You can review logs for any tests and runs of your functions . This helps you understand if your code is working as expected and find errors. Beta This product is in open beta. It’s available for use but still in active development and may change. Check logs for live runs If your function has been deployed, you can find logs for past runs in the Runs menu. To display logs of a function run: From the Functions home, select the function . Click the Runs icon on the left. A sidebar will open. From the list, select the run (identified by date, time, and function version) you want to review. A Run details sidebar will open on the right, displaying the logs for that specific run. Tip You can also see all test run logs in the Runs menu on the left side. Check logs during development You can check logs while writing code by testing your function. To display logs for function tests: From the Functions home, select the function . Click the Logs tab in the right sidebar. Click Run function . Logs will appear once the test has run. Tip You can add a print() statement to your function to output and inspect data, such as action responses, via the logs during testing or debugging. How to read function run logs When your function runs, information is separated into different areas. Run details This section has information related to the whole run. Run ID: the unique ID for that specific run of your function. Date and time: the timestamp when the function started running. Version: the function version used for that run. Learn how to view previous versions . Logs This tab displays the results of each specific action in your function. Click the Copy button to copy the log content to your clipboard. Trigger JSON This tab displays all the data fields retrieved from the trigger app for that function run in JSON. Click the Copy button to copy the log content to your clipboard. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34372501750285-Use-conditional-logic-to-filter-and-split-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/34372501750285-Use-conditional-logic-to-filter-and-split-your-Zap-workflows", "title": "Use conditional logic to filter and split your Zap workflows", "help_title": "Use conditional logic to filter and split your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Use conditional logic to filter and split your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Use conditional logic to filter and split your Zap workflows Updated May 29, 2026 18:19 With conditional logic, you can define specific criteria, or conditions, that determine whether later action steps in your Zap will run or not. Conditional logic can be framed as: “If A happens, then do X. If B happens, then do Y.” The Filter and Paths tools allow you to use conditional logic in your Zap workflows. Available on plans: Free Professional Team Enterprise What are filters and paths? With the Filter tool, you can create a single set of conditions to control your workflow. In this case, the filter step determines whether the Zap continues running subsequent steps or not. Use Filter in linear workflows where you only need one set of steps to follow afterward. With the Paths tool, you can create multiple conditions to control your workflow. Each condition starts a new branch in your workflow with its own set of steps afterward. Depending on how you set up your path conditions, one, some, all, or none of your branches can run. Filter Path Number of rules within a condition One Two or more Workflow shape Linear Branched Subsequent workflow outcome Workflow will run or not One, some, all, or no branches will run What can you do with filters and paths? Filters and paths let you build more complex workflows. They act as powerful decision points within your Zap workflows, determining whether the Zap continues and what actions are taken based on specific conditions. They allow you to implement the following logic: “If A happens, then do X. If B happens, then do Y.” For instance, if you have an online shoe store that emails discount coupons to customers, you can use a filter to ensure you’ll only send a 30% boot discount coupon to customers interested in boots. The filter step will ensure you do not email the boot discount to customers who are not interested in boots. Using paths in the online shoe store example, you can send targeted emails to different customer groups. One path sends a 30% discount coupon to customers interested in boots. The second path sends a 10% discount coupon to customers interested in sandals. If a customer happens to like both boots and sandals, they’ll get both emails. Learn more about ways to use Filter and Paths steps: How to add logic and filters to your Zap workflows to close deals . Need to use multiple email marketing tools? Connect everything with Zapier . How to get different results with one Zap Understanding how to set up filters and paths Setting up rules Each rule in either a filter or a path is made up of the following logic: “Only continue if {field} {logic} {value}. To set this up, rules have three parts. The first input box is where you select a field from a previous step. The rule will evaluate that field’s value against the rest of the rule conditions. The second input box is where you select a condition for your rule. This is the logic for the rule. The third input box is where you enter a value that the condition will compare against the field. You can map a field from a previous step if you need to compare against a dynamic value. These conditions do not contain a third input box: (Boolean) Is true. (Boolean) Is false. Exists. Does not exist. In the example below, the Zap will only continue if the value in the Occupation field exactly matches “Writer”. Learn more about filter and path rules in Zap workflows . Adding additional rules When adding additional rules, you must use select either “and” or “or” logic to join rules together. With “and” logic, the Zap will only continue if both rules are satisfied. With “or” logic, the Zap will continue if at least one of your rules are met. Learn more about “and” and “or” logic . Setting up Paths You must also select the kind of rules to use in your path conditions. Custom rules This path will run if your custom rules are met. With custom rules, you can use “and” or “or” logic when adding multiple rules to your path branch: And logic: your data must match all of the path rules for the Zap to continue. Or logic: your data must match at least one of the path rules for the Zap to continue. Learn more about the difference between “and” and “or” logic . Always run This path branch will always run. Selecting a path branch as “Always run” means all steps within a path branch will run each time the Zap runs. You can have multiple path branches within a path group set to “Always run”. The path rules “Always Run” and “Fallback” are mutually exclusive, only one of them can be active in a path group at a given time. However, you can combine either of them with “Custom rules”. Fallback If no other path branches within the group run, this one will run. A fallback branch will run if no other path branch's rules are met. You can only set one path branch as a fallback, per path group. If you have Autoreplay enabled, fallback branches will only run after all replay attempts fail. You can designate any path branch as a fallback. If you do, it automatically becomes the last branch (far right) within the path group. It's also renamed to \"Fallback\" (this name cannot be changed). The path rules “Always Run” and “Fallback” are mutually exclusive; only one can be active in a path group at a given time. However, you can combine either of them with “Custom rules.” Alternatively, you can use custom error handling instead of Paths, to handle any errors that occur in your Zap. Next steps For complete step-by-step instructions for setting up your Filter and Paths steps, refer to: Add conditions to Zap with filters . Add branching logic to Zap workflows with Paths . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34976125153677-Verify-ownership-of-your-domain-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/34976125153677-Verify-ownership-of-your-domain-in-Zapier", "title": "Verify ownership of your domain in Zapier", "help_title": "Verify ownership of your domain in Zapier", "slug": "_platform", "auth_signals": [], "text": "Verify ownership of your domain in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Verify ownership of your domain in Zapier Updated April 21, 2026 12:07 Verifying your domain is a way to prove to Zapier that you own your domain name. After you verify ownership of a domain in your Zapier account, you can enable additional security features such as: Single sign-on with SAML . Domain capture . Domain insights . Available on plans: Free Professional Team Enterprise Pre-requirements To verify a domain, you must be an Admin, Super Admin, or account Owner. Learn more about user roles in your Enterprise or Team account. Verify domain ownership In the left sidebar of your Settings page, under the Admin settings section, select Security and privacy . Under the Security section, select Domain management . In the Domains section, click + Add domain . In the Add domain section, enter your domain name in the Domain name field, then click Save . In the Select verification method section, select one option to verify the domain: DNS text record : add a DNS record to your domain host. Meta tag on website : add a meta tag to your domain's website. HTML file : add an HTML file to your web server. After you select a verification method, instructions specific to your verification method will appear in the next section. Follow the instructions to finish setting up your domain. Once you complete all verification instructions, click Verify domain . You can only try to verify the same domain once every 24 hours. You can repeat these steps for any additional domains your organization owns. Delete unverified domains If you have unverified domains you want to remove: In the left sidebar of your Settings page, under the Admin settings section, select Security and privacy . Under the Security section, click Domain management . Select the unverified domain . Click Delete and confirm in the dialog box. Check domain verification status You can check the status of your domain verification in your security settings . Verified domains are marked with a green checkmark icon and a Verified tag. Unverified domains are marked with a yellow alert icon and Needs verification tag. Once a domain is verified, you’ll see a list of members for that domain, as well as information about each member’s Zapier account: Whether their email address is confirmed. Whether they are an existing member in your Enterprise account and if they have a separate account on Zapier. Whether multi-factor authentication (MFA) is enabled. The number of tasks used in their other Zapier account. When they created their other Zapier account. Limitations You can only verify a domain in a single Zapier account. If you see the error message \"Verification request already submitted for this domain”, the domain has been verified in another Zapier account. You will not be able to verify it in your domain. You can verify up to 150 domains. This is a security limit to prevent abuse. DNS servers may cache entries , so any changes you make may take time to appear. If you check too soon, you may see a false negative. Depending on the verification method you select, the change may not be reflected for up to 72 hours. Domains cannot be de-verified at this time. If you need more help with your domains, contact support . Zapier does not re-verify domains after your initially verify them. You can try to verify your domain once per day. If an attempt fails, you can try again in 24 hours. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34772630916621-Error-handling-in-Zapier-Functions", "final_url": "https://help.zapier.com/hc/en-us/articles/34772630916621-Error-handling-in-Zapier-Functions", "title": "Error handling in Zapier Functions", "help_title": "Error handling in Zapier Functions", "slug": "_platform", "auth_signals": [], "text": "Error handling in Zapier Functions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Create a function Error handling in Zapier Functions Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. You can handle errors from apps and from Python in Zapier Functions by using try except blocks and two classes: Exception and ZapierActionError . Beta This product is in open beta. It’s available for use but still in active development and may change. Error classes There are two classes you can use to handle errors in Zapier Functions: Exception : a broad class that catches all errors, including Python errors. ZapierActionError : this class catches only errors for Zapier actions included in your code. You can use them while writing your code to take different actions depending on the type of error. Implement error handling To handle errors in Zap actions: From the Functions home, select the function . Click the Explorer icon on the left to see all function files. Open the main.py file . Enclose the action code within the try block. Write an exception block right after, providing alternative instructions for errors. You can add multiple except blocks, and also use else and finally blocks. try: zapier.action.slack.direct_message( account_id=50715278, params={ \"channel\":\"ABCDEFG\", # To Username \"text\":\"this is a direct message\", # Message Text }, type_of=\"write\", ) except ZapierActionError as e: zapier.action.slack.direct_message( account_id=50715278, params={ \"channel\":\"HIJKLMN\", # To Username \"text\":\"Your action had an error!\", # Message Text }, type_of=\"write\", ) Tip Check the logs for error messages and use the messages in if conditions to take different actions depending on the error. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35180670696461-Unified-lead-capture-template-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/35180670696461-Unified-lead-capture-template-guide", "title": "Unified lead capture template guide", "help_title": "Unified lead capture template guide", "slug": "_platform", "auth_signals": [], "text": "Unified lead capture template guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Use case templates Unified lead capture template guide Updated May 29, 2026 21:21 This article guides you through how to implement the Unified lead capture template. Jump to the setup instructions How this workflow works This system automates the capture and processing of leads from various advertising platforms into HubSpot. It standardizes lead data like names, employee counts, and job roles before storing it in your CRM, ensuring consistent, automated lead capture. Products, by Zapier tools, and apps used Products Zap workflows Forms By Zapier tools Sub-Zap AI by Zapier Formatter by Zapier Apps Tables Zap workflows Forms Tip This template is a great starting point, but you can customize the workflow —adjusting triggers, actions, apps, or conditional logic—to suit your specific needs. Requirements A paid Zapier plan. Learn more about Zapier plans . Step by step instructions 1. Before you start Before you start setting up this workflow, you should: Decide on your initial lead sources Identify where you currently get leads (e.g., ads, website). Start with 2–3 initial lead sources. Then add more as you grow. Use the pre-built Zap workflows included in this template when possible: Meta (Facebook, Instagram), TikTok, Google Ads, LinkedIn, Webflow, Zapier Forms, and G2. If you don’t have lead generation sources already, here are guides for getting started: Facebook Lead Ads , Google Ads , TikTok Ads , LinkedIn Ads , Webflow , Zapier Forms , and G2 . Identify the CRM fields you need Your CRM is the ultimate destination for your captured leads. By default, this template uses HubSpot, though you can swap in another CRM if you prefer. If you don’t have a CRM, you can set up a new HubSpot account . This template uses these HubSpot default fields: Contact Email, First Name, Last Name, Employment Role, Employment Seniority, Job Title, Phone Number, LinkedIn URL, Message, Company Name, Number of Employees. (Optional - advanced) Note any additional HubSpot fields you want to use (e.g., campaign names, UTM parameters, social media handles) you need to capture from your lead sources. Get access Ensure you have admin access to your CRM and lead source platforms. Begin early, as gaining access can sometimes take time. 2. Set up your workflow Once you have the template in your account you’ll be directed to its Canvas, where you will find all of the building blocks. To activate this workflow, follow these steps: Set up your “Catch all → HubSpot” Zap Your Catch-all Zap is where the magic happens! It collects leads from all your sources, standardizes the data, and adds them to HubSpot. (Optional - advanced) Add custom HubSpot fields: Review the fields listed by the Zap trigger. If you need to track additional data—such as campaign names, UTM parameters, or social media handles—add these fields to the list. Create a test record: Test your Zap trigger to create a blank test record. Edit the record and fill in each field with sample data to simulate real lead information. Check data standardization: Pull the test record through the data standardization steps and verify that the outputs match your CRM’s expected format. Modify your test record to test various input scenarios (e.g., Full Name vs. First Name and Last Name, Email vs. Work Email). The Zap automatically standardizes lead data with steps like: Splitting Full Name into First Name and Last Name, Converting the number of employees into HubSpot’s predefined ranges, and Aligning roles and seniority with HubSpot categories. You can refine these steps or add new ones based on how your lead data comes through. (Optional) Map custom HubSpot fields: In the “Create or Update Contact” step, map any custom fields you added earlier to their destinations in HubSpot. View test record in HubSpot: Test the HubSpot step and confirm that the data came across as expected by locating the test record in your HubSpot account. Publish the Zap: Publish your Catch-all Zap now by selecting your lead source Zap workflows later. You can always return to make adjustments as needed. Add lead sources Now it’s time to add lead sources to your Unified lead capture system. Repeat these steps for each source. If your lead source has a pre-built Zap in the template: Connect the pre-built Zap to your lead source. Pull in a test record. (Optional - advanced) Map any custom fields in the “Call a Sub-Zap” step. Verify that your Catch-all Zap received the test record correctly. Verify that your Catch-all Zap standardizes your data correctly. Publish. If your lead source isn’t covered in the template: Duplicate an existing lead source Zap. Replace the trigger app with your new lead source app. Rename the Zap to reflect the new lead source. Pull in a test record. Map lead source fields to the “Call a Sub-Zap” step. Verify your Catch-all Zap received the test record. Verify your Catch-all Zap standardized your data correctly. Publish. Formatting lead data Leads have notoriously tricky formatting. As you add new sources, you can add or adjust standardization rules to ensure your data gets to HubSpot in the format you need. Simple transformations: Use Formatter steps for tasks like splitting a full name field into first and last or reformatting dates. Advanced transformations: Use Code by Zapier and AI by Zapier steps for complex tasks. For example, Code by Zapier can execute “Use first and last name if those fields have values, otherwise, take the full name and split it into first and last name.” Placement: Add transformation steps to the Catch-all Zap if you want them to act upon leads from all sources. Add steps to a given lead source Zap to only act on leads from that source. How to edit each Zapier product To edit steps, click the arrow icon. This will open a new window with the Zapier product for you to edit. Tip Click View Note on each associated step to view detailed information. These notes provide an overview of the step’s function and include specific instructions on how to set it up. Tip You can come back to your template any time to continue working on it. It will be available from the Canvas home . 3. Test your workflow Try different real-life scenarios to make sure everything is working smoothly. Here are a few to get you started: Test case 1: Valid lead submission - Enter a complete lead with valid email, name, job title, and company information. Verify that the contact is created in HubSpot with correctly parsed first name, last name, and other fields. Test case 2: Missing required fields - Submit a lead without an email or name. The system should display an error indicating that required fields are missing. Test case 3: Invalid email format - Submit a lead with an incorrectly formatted email address. The system should reject the submission with an appropriate error message. Test case 4: Employee range standardization - Enter \"50 to 100\" in the number of employees field. Verify that it gets standardized to \"50-100\" in HubSpot. Learn more about: Testing Zap steps. Improving chatbot answers Once you’re testing is complete, your Unified lead capture system will be ready to use! Troubleshooting If you encounter any issues while setting up your template, refer to the following resources for troubleshooting steps: Troubleshoot Zap workflows Troubleshoot Zapier Tables Troubleshoot Zapier Forms ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35168162946701-How-to-find-an-app-s-ID-to-use-in-a-Zap-field", "final_url": "https://help.zapier.com/hc/en-us/articles/35168162946701-How-to-find-an-app-s-ID-to-use-in-a-Zap-field", "title": "How to find an app s ID to use in a Zap field", "help_title": "How to find an app s ID to use in a Zap field", "slug": "_platform", "auth_signals": [], "text": "How to find an app’s ID to use in a Zap field &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Zap basics How to find an app’s ID to use in a Zap field Updated May 29, 2026 18:20 When setting up your workflows in Zapier, you’ll often need to enter a custom value in a dropdown menu field. To do so, you must enter the value ID, not its name. This article explains how to locate the correct ID that your app expects, ensuring your Zap workflows run smoothly. 1. Review the field’s help text To understand what an app field expects, examine its help text. To find help text for a field: Within the Zap editor, if a field label has a dotted underline this means the field has help text. If a field label does not have a dotted underline, continue to step 2. Click the field name to display the help text. You can also click Explain field. Copilot will open on the left-hand side, with an explanation of how to use this field. If you located the ID, go to step 4 . If you did not locate the ID, continue to step 2. 2. Review the dropdown menu field Click the dropdown menu field to display its options and their corresponding IDs (if the IDs are displayed). This can provide valuable clues about the expected format. If the dropdown option displays gray field text underneath it, after the text ID: [ID value] , the [ID value] portion indicates the app’s expected ID format. For example, in ID: txcd_99999999 , txcd_99999999 is the ID. The format can vary between apps. For example, some may be numbers, text, or a combination of the two. If you’ve identified the ID and your Zap: Contains the relevant ID from a previous step or does not require dynamic changes each time the Zap runs, go to step 5 . Does not contain the relevant ID, go to step 4. If you’ve not identified the ID, continue to step 3. 3. Look directly in the app Sometimes, the ID you need can be found within the app itself. URL patterns: Many web applications use predictable URL patterns. For example, a customer’s profile URL might contain their ID. Examine the app’s URL to identify any patterns. App resources: Help Center: The app’s help center or knowledge base may contain articles that explain how to find specific IDs. API documentation: The app’s API documentation will provide detailed information about its data structure and how to retrieve IDs. Customer support : When in doubt, reach out to the app’s support team. They can provide definitive answers on how to find the correct IDs. 4. (Optional) Add a search step If previous steps in your Zap do not provide the ID, you must add an app search step. For example, if you need a customer ID, add a search step that looks up customers based on their email address or name, such as a Find Customer action. This action outputs the customer’s ID, which you can use in subsequent steps. 5. Add custom value Once you’ve identified the ID, you can set your field with a custom value . Still having trouble locating an app’s ID? The Zapier Community is a valuable resource for finding answers to common questions and getting help from other users. If you’ve exhausted all other options, contact Zapier’s support team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34750539059469-App-monthly-round-up-December-2024", "final_url": "https://help.zapier.com/hc/en-us/articles/34750539059469-App-monthly-round-up-December-2024", "title": "App monthly round up December 2024", "help_title": "App monthly round up December 2024", "slug": "_platform", "auth_signals": [], "text": "App monthly round up December 2024 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2024 App monthly round up December 2024 Updated March 05, 2025 15:59 Airtable We implemented a new Airtable API endpoint that looks at past data, to minimize constant re-checking and improving efficiency. Anthropic (Claude) We’ve increased the token limit support for Claude 3.5 Sonnet and Haiku 3.5 models. We’ve added prompt caching support, which means you can store and continue conversations using the “Memory Key” field when sending messages. Asana We fixed an issue with Asana where the New Project trigger was returning “The result is too large” error message. Azure DevOps We’ve fixed an authentication bug that users were experiencing despite valid credentials. We’ve added these new actions: Find Work Item. Update Work Item. We’ve added support for custom fields using the Create Work Item action. Azure OpenAI We've added the new actions: Send Chat Message. &nbsp; Send Message to Assistant. The Send Chat action also supports structured outputs and analyzing image content with vision. Bluesky We added these new triggers: New Post (with Search Options). New Timeline Posts. New Follower on Account. New Feed Posts. New Posts by Author. Like Post. We added these new actions: Create Post. Repost Post. Find Posts (with Line Item Support). Find User. Find Post. Find Thread. We’ve fixed these issues: Connection was returning the error message “Token has expired”. The Create Post action was not working properly when posting as a reply for long threads. Triggers were using a deduplication key that was not consistent for a post.&nbsp; ChatGPT (OpenAI) We’ve updated the Conversation action to support new o1-mini and o1-preview models. ConnectWise Manage We’ve added the new trigger: New Ticket Note . Contentful We’ve added the new actions: Create Asset. Publish Asset. Facebook Lead Ads We fixed an issue where the Forms dropdown menu was not showing more than 100 forms in the New Lead trigger. Facebook Pages We’ve added the new action: Page Post Insights . Formatter by Zapier We fixed these issues: Dates in the format 9/27/2017 were improperly transformed as Jan 1, 2017 no matter what day/month was being used. Date/time conversions to a UNIX timestamp was adding .0 to the end of the value incorrectly. Freshservice We added a new action: Create Ticket Approval . We added new fields to the Create Ticket action: Source Department ID Category We fixed bugs with the New and Updated triggers where sample fields were not matching the webhook structure. Google Docs We fixed these issues: The Create Document From Template action was returning the error message “File was not found” even though the document was created successfully when the connected account did not have permission to change the document’s sharing settings. The Create Document From Template and Create Document From Text actions returned the export link which could only be accessible behind a login. Google Vertex AI We’ve added support for Imagen 3 ! Instagram for Business We fixed an issue where connected accounts were not showing properly in the Instagram Account to Use dropdown menu. Intercom We added these new functionalities: New Conversation Rating trigger. Find Conversation action. Create Conversation action. Update Ticket action. Jira Software Cloud We’ve updated the New Comment trigger to include the issue data. We’ve updated the New Issue and Updated Issue actions to include information about the author data into attachments. MailChimp We’ve added the new action: Create Campaign Click Reports . Marketo We fixed an issue when testing the New Form Submission trigger, it was not always returning the newest submissions. Microsoft Excel We fixed an issue where not all accessible document libraries were showing properly in the Zap editor. Microsoft Outlook We added these new actions: Find Email . Create Draft Reply . We also fixed an issue where broken account connections were not properly showing up in Zapier. Microsoft Teams We’ve added these new actions: Add Reply to Channel Messages. Create One-on-One Chat. NetSuite We've added these new triggers: New Record. New or Updated Record. New Record (Saved Search) . We've added these new actions:&nbsp; Attach existing file to record. Detach file from record. Create Record. Upload File to file cabinet. Find File in file cabinet. Find Records (with line-item support). Delete Record. Run SuiteQL Query. Update Record. Create or Update Record. Find Record. Get Record Type (Object) Schema . In addition to these enhancements: The NetSuite integration is now Built for NetSuite (BFN) compliant using SuiteApp implementation. NetSuite now supports Sandbox environments. NetSuite now supports manual token-based login and ‘BYO’ integration record. Fixed bug with NetSuite Record actions that resulted in missing input fields and invalid request data. Pipedrive We added these new functionalities: New Project trigger Find Project(s) action Find Task action Create Project action Update Project action Create Task action Update Task action We also fixed an issue when using a custom date input field for the Create Lead action was returning the error message “Custom field validation field. Error: Invalid date string”. QuickBooks Online We added these new functionalities: New Supplier Credit trigger. Void Invoice action. Sage Intacct We’ve added these new actions: Find Vendor. Create Bill. Salesforce We’ve added the new action: New Case Attachment . We improved the Field Updated on Record trigger, which now supports multiple “Field Updated To” values. Webflow We fixed an issue where files were not coming through properly when using the New Form Submission trigger. Workday We've added these new triggers:&nbsp; New Hire Created. Employee Terminated. Leave Request Submitted. &nbsp; Additionally, we've added actions:&nbsp; Hire Employee. Create Job Requisition. Create Time Off Request. Create Worker Time Block. Xero We added these new functionalities: New Add or Update Stock Items trigger New Overdue Sales Invoice trigger The Find Invoice action now has an output field with a link to the public invoice URL. Zoho Desk We fixed an issue where the New Status Change trigger was returning various errors for some users. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35720226565773-Create-reusable-variables-to-use-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/35720226565773-Create-reusable-variables-to-use-in-Zap-workflows", "title": "Create reusable variables to use in Zap workflows", "help_title": "Create reusable variables to use in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Create reusable variables to use in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Create reusable variables to use in Zap workflows Updated July 01, 2026 10:18 Variables are a way to store values that you can map to other fields in your Zap workflows. This allows you to reuse the same value anywhere you need it. When you update or delete a variable, Zap workflows will automatically update its value everywhere it is mapped. Example You have a large number of sales-related Zap workflows where you need to insert your company website in fields. Instead of manually typing it in each time, you can create and use a variable. Available on plans: Free Professional Team Enterprise Zap variables Global variables System variables Zap variables Zap variables are custom variables that you create and re-use within a single Zap. You can identify variables in Zap workflows, as they appear with the pin icon and are teal. Create a Zap variable To create a variable in the Zap editor: In the bottom left, click Library . A dialog box will appear with the library and open to the Variables section and Zap tab by default. In the upper right, click + Create variable . You will be redirected to the Create variable section. In the Variable name field, enter a name for your variable. In the Variable type field, select an option from the dropdown menu. Text . Number . Date . Email . Phone . Link . In the Variable value field, enter a value for your variable. Click Save . You will be redirected back to the Variables section. After you create a Zap variable, you can map it to fields in any action step in your Zap. Limitations You cannot use Zap variables in trigger steps. Each variable must have a unique variable name. You cannot reuse variable names. You can have up to 1000 Zap variables in your Zap. If you are on a Team or Enterprise plan , this limit is across all users in your account. Variable values are strings, which are simple alphanumeric values and/or special characters. They do not support complex values like line items . Zapier recommends that you do not use variables to store or share sensitive information, such as passwords, authorization credentials, or tokens. Variables are shared with all users on your account. Variables are not encrypted. All users in your account can edit a variable, even if they did not create or own it. The user who created the variable, account super admins, or the account owner can delete a variable. Character limits Variable names: 128 characters. Variable values: 5,000 characters. Character counts include alphanumeric values, spaces, and other special characters. Global variables Global variables are custom variables that you create and share across all users in your account. You can identify variables in Zap workflows, as they appear with the globe icon and are blue. Create a global variable To create a variable in the Zap editor: In the bottom left, click Library . A dialog box will appear with the library and open to the Variables section and Zap tab by default. To create a new global variable, select the Global tab in the top menu. In the upper right, click + Create variable . You will be redirected to the Create variable section. In the Variable name field, enter a name for your variable. In the Variable type field, select an option from the dropdown menu. Text . Number . Date . Email . Phone . Link . In the Variable value field, enter a value for your variable. Click Save . You will be redirected back to the Variables section. After you create a global variable, you can map it to fields in any action step in your Zap. Limitations You cannot use global variables in trigger steps. Each variable must have a unique variable name. You cannot reuse variable names. You can have up to 1000 global variables in your account. If you are on a Team or Enterprise plan , this limit is across all users in your account. Variable values are strings, which are simple alphanumeric values and/or special characters. They do not support complex values like line items . Zapier recommends that you do not use variables to store or share sensitive information, such as passwords, authorization credentials, or tokens. Variables are shared with all users on your account. Variables are not encrypted. All users in your account can edit a variable, even if they did not create or own it. The user who created the variable, account super admins, or the account owner can delete a variable. Character limits Variable names: 128 characters. Variable values: 5,000 characters. Character counts include alphanumeric values, spaces, and other special characters. System variables System variables are predefined variables that exist for all users in your account. Use them to insert timestamps or Zap metadata in your Zap workflows. You can identify system variables in Zap workflows, as they appear with the file box icon and are pink. You can find them in the Variables library: In the bottom left, click Library . A dialog box will appear with the library and open to the Variables section and Zap tab by default. In the top menu, select the System tab to view all available system variables. You can map system variables to fields in any action step in your Zap. Available system variables Name Description Current time Date and time of the step run for your Zap’s timezone setting Example: MM/DD/YY hh:mmAM/PM Current time (UNIX) Date and time of the step run in UNIX format Example: 1753953840 Current time: UTC (ISO) Date and time of the step run in UTC-0:00 Example: YYYY-MM-DDTHH:mm:ss+00:00 Current time: EST (ISO) Date and time of the step run in UTC-05:00 Example: YYYY-MM-DDTHH:mm:ss-05:00 Current time: EDT (ISO) Date and time of the step run in UTC-04:00 Example: YYYY-MM-DDTHH:mm:ss-04:00 Current time: CST (ISO) Date and time of the step run in UTC-06:00 Example: YYYY-MM-DDTHH:mm:ss-06:00 Current time: CDT (ISO) Date and time of the step run in UTC-05:00 Example: YYYY-MM-DDTHH:mm:ss-05:00 Current time: MST (ISO) Date and time of the step run in UTC-07:00 Example: YYYY-MM-DDTHH:mm:ss-07:00 Current time: MDT (ISO) Date and time of the step run in UTC-06:00 Example: YYYY-MM-DDTHH:mm:ss-06:00 Current time: PST (ISO) Date and time of the step run in UTC-08:00 Example: YYYY-MM-DDTHH:mm:ss-08:00 Current time: PDT (ISO) Date and time of the step run in UTC-07:00 Example: YYYY-MM-DDTHH:mm:ss-07:00 Run ID ID of the specific Zap run Example: 550e8400-e29b-41d4-a716-446655440000 Step ID ID of the step where this variable is mapped Example: 987654321 Zap ID ID of the Zap where this variable is mapped Example: 123456789 Tip You can use a Formatter step to reformat your timestamp . You can also adjust system variable timestamps with date and time modifiers . Limitations You cannot use system variables in trigger steps. Use a variable To map a variable to a field: Click your field to expand the dropdown menu. Select the Variables tab. Search for and select your variable. Manage variables You can manage Zap and Global variables in the Variables library. The library lists all variables in your account. If you have a Team or Enterprise account, every variable is accessible to all members. To view your Variables library: Go to the Zap editor. In the bottom left, click Library . A dialog box will appear with the Variables section open. Select the Zap or Global tab to view and manage your variables. Variables are listed in chronological order of when you created or last updated them, with newest on top. If you are on a Team or Enterprise plan , variables you own appear before variables owned by other users in your account. You can manage each variable by clicking its menu icon to open the dropdown menu. Then select an option: Edit : redirects you to the Edit variable section where you can change the variable name, type, or value. Duplicate : duplicates the variable. You will see a (1) appended after the name to indicate it is a copy. Transfer : allows you to transfer ownership of the variable to another member of your Team or Enterprise account. It only appears if you are the owner, an account super admin, or the account owner. Delete : deletes the variable. Anywhere it was mapped, your Zap will replace it with Undefined variable X , where \"X\" is the ID of the deleted variable. Your Zap will return a null value when it runs. Next steps Variables are available for anyone in your account to use by mapping it to a field in their Zap. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35770344129549-Introducing-the-new-Support-Portal", "final_url": "https://help.zapier.com/hc/en-us/articles/35770344129549-Introducing-the-new-Support-Portal", "title": "Introducing the new Support Portal", "help_title": "Introducing the new Support Portal", "slug": "_platform", "auth_signals": [], "text": "Introducing the new Support Portal &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 Introducing the new Support Portal Updated October 03, 2025 15:31 We're excited to announce the launch of our new Support Portal, designed to streamline your interactions with our Support team and provide you with a more comprehensive overview of your support history. You can now easily access the Support Portal directly from the top right navigation of the Help Center by clicking on My Requests . Within the Support Portal, you will be able to: Review your existing and past conversations with Support: Gain a clear history of all your interactions, making it easier to track progress and refer back to previous solutions. Submit new requests to Support : You will be directed to our contact form where you can submit a new ticket. View conversations which you are CC’d on : Stay informed about relevant support discussions where you are included. Reply to existing conversations : Easily respond to ongoing support threads directly within the portal, keeping all communication in one place. Mark conversations as solved : You now have the ability to mark conversations as solved, allowing you to indicate when your issue has been resolved or your request is complete. Accessing the Support Portal is simple : You can sign in using your existing Zapier login credentials. Zapier believes this new Support Portal will significantly enhance your support experience, providing you with greater transparency and control over your interactions with our team. We encourage you to explore the new portal today! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35201208823181-Why-do-I-need-to-upgrade-to-publish-my-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/35201208823181-Why-do-I-need-to-upgrade-to-publish-my-Zap", "title": "Why do I need to upgrade to publish my Zap", "help_title": "Why do I need to upgrade to publish my Zap", "slug": "_platform", "auth_signals": ["premium"], "text": "Why do I need to upgrade to publish my Zap? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Why do I need to upgrade to publish my Zap? Updated May 29, 2026 18:19 Within the Zap editor, when you try to publish your Zap, a dialog box appears that says “Upgrade to Pro to publish this Zap”, preventing you from publishing it. Causes This happens when you're on a free Zapier plan and your Zap contains: More than one action ( Multi-step Zap ). This includes filters or search actions. A premium app . How to fix it To publish this Zap, you must either: Start a Pro trial to access Zap workflows paid features for 14 days, unless you previously used a Pro trial. Upgrade your Zapier account to a Pro plan or higher. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34758783274509-Updates-to-error-notification-settings", "final_url": "https://help.zapier.com/hc/en-us/articles/34758783274509-Updates-to-error-notification-settings", "title": "Updates to error notification settings", "help_title": "Updates to error notification settings", "slug": "_platform", "auth_signals": [], "text": "Updates to error notification settings! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2025 Updates to error notification settings! Updated May 29, 2026 18:16 Now, you can add labels to your error notifications to help you better triage issues in your Zap workflows. These labels even show up in the subject line of our notification emails to you! Plus, we now let you set up both default labels for all emails as well as custom labels per Zap. Now, it's easier than ever to quickly identify and act on the most critical issues in your workflows. This new experience is currently available to Free and Pro plans for default notifications and Pro plans for custom notifications. Learn more about managing your error notifications . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35146392930701-App-monthly-round-up-February-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/35146392930701-App-monthly-round-up-February-2025", "title": "App monthly round up February 2025", "help_title": "App monthly round up February 2025", "slug": "_platform", "auth_signals": [], "text": "App monthly round up February 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2025 App monthly round up February 2025 Updated March 31, 2026 16:19 Bluesky We've updated the Create Post action to automatically make URLs in your posts clickable links. We've also updated the Create Post action to automatically make hashtags in your posts clickable links. We've fixed an issue with the Create Post action where hashtags were not always converted into clickable links. Calendly The Invitee Created trigger now includes an option to trigger only on a specific event type (One-on-One, Group, Collective, or Round Robin). Discord The Send Channel Message action now allows you to attach images and files. Gmail The Send Email action now supports sending to a Google Contacts Group/Label, making it easier to email predefined groups of contacts. Google Contacts Fixed an issue where the New or Updated Contact trigger was sometimes triggering for unchanged contacts. Google Docs The Create Document from Template action now supports creating documents in a different folder than the template's location. We've added support for shared drives (formerly Team Drives) to all Google Docs triggers and actions. The Create Document From Template and Create Document From Text actions now support inserting inline images. Google Sheets We’ve added the new action Create Spreadsheet Row at Top . We fixed an issue where the output fields for Update Spreadsheet Row did not always match the row changes. We also fixed an issue where new versions of a Zap using the New Spreadsheet Row (Team Drive) trigger did not include data from newly added columns. We fixed an issue where Lookup Spreadsheet Rows (Advanced) search sometimes returned an \"Invalid array length\" error. Jira Software Cloud We’ve added the new search action Find Issues (Via JQL) . LinkedIn Ads We fixed an issue where the New Lead Gen Form Response (Sponsored Content) trigger was sometimes returning an \"Error while hydrating data from LinkedIn Ads: Error trying to fetch share data\" error. Microsoft Dynamics 365 The Create Custom Entity action for Microsoft Dynamics 365 now allows you to attach a note. Microsoft Teams The Reply to Channel Message action for Microsoft Teams now supports HTML messages. Notion We’ve added these new actions: Archive Database Item. Restore Database Item. Podio The New Action trigger now has an option to \"Include Image Attachments\" to address scenarios where Podio returned attachments that were too large. Fixed an issue where objects with multi-select fields that had more than one option selected did not show all the selected values. Salesforce We’ve added the following new features: New or Updated File on Record trigger. Create Enhanced Note action. Delete Record action. Send Email action. The Create Record action now supports the option to create duplicate records. The Create Record action now supports Platform Event records. Fixed an issue with Create Enhanced Note that caused notes to not be linked to records properly. Shopify We fixed an issue where the Update Order action was returning a \"Required parameter missing or invalid\" error when only updating custom fields. We also fixed an issue where the Update Product action was returning a \"Request has invalid or unsupported property\" error when updating the \"Class\" input field. Additionally, the Find or Create Customer action will now properly find existing customers even when they don’t have a name set. Slack Update Profile action now allows you to update the \"Display Name\". Fixed an issue with New Mention trigger where the sample data that included the specific \"Highlight Word\" was not found. Webflow We’ve added these new search actions: Find Item. Find Live Item. The Create Item action for Webflow now supports creating draft items. Xero We've added a New Report trigger. We've fixed an issue where the New Sales Invoice and Updated Sales Invoice triggers were sometimes returning an \"Error while hydrating data from Xero\" error when multiple invoices were triggering the Zap at the same time. We've fixed an issue where the New Sales Invoice trigger was sometimes triggering on old invoices. Zoom We fixed an issue where testing the New Meeting Ended trigger was sometimes returning an \"Error while retrieving: Invalid time value\" error. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35185977080205-Identify-sales-opportunities-in-support-tickets-template-guide", "final_url": "https://help.zapier.com/hc/en-us/articles/35185977080205-Identify-sales-opportunities-in-support-tickets-template-guide", "title": "Identify sales opportunities in support tickets template guide", "help_title": "Identify sales opportunities in support tickets template guide", "slug": "_platform", "auth_signals": [], "text": "Identify sales opportunities in support tickets template guide &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Use case templates Identify sales opportunities in support tickets template guide Updated May 29, 2026 18:15 This article guides you through how to implement the identify sales opportunities in support tickets template. Jump to the setup instructions How this workflow works This system automates the identification and tracking of sales opportunities from support tickets. It analyzes ticket tags and customer information from Zendesk and HubSpot to identify potential sales leads and creates records in a dedicated Zapier table for sales follow-up, bridging the gap between support and sales teams. Products, by Zapier tools, and apps used Products Zap workflows Tables By Zapier tools Filters AI by Zapier Code by Zapier Formatter by Zapier Webhooks by Zapier Apps Zendesk HubSpot ChatGPT Tip This template is a great starting point, but you can customize the workflow —adjusting triggers, actions, apps, or conditional logic—to suit your specific needs. Requirements To use this template, you must have: A paid Zapier plan or an active trial. Learn more about Zapier plans . Step by step instructions Before you start Before you start setting up this workflow, you should: Clarify what sales opportunities look like in your support tickets. Consult with your sales and support reps to identify the specific cues, such as customer tags, plan types, or email type, that indicate sales interest or enterprise readiness. Set up your workflow Once you have the template in your account you’ll be directed to its Canvas, where you will find everything you need. To activate this workflow, follow these steps: Get Zendesk to send new and updated tickets to your Zap. Review Zendesk’s documentation on creating webhooks to interact with third party systems . Your endpoint URL will be the webhook located in your Zap trigger. Tailor the Zap to identify your sales signals. Adjust the “Code by Zapier” step to detect the Zendesk call tags your company uses. These tags might be applied manually by support, selected by the customer in a form, or assigned automatically. Align the domain filters and second AI prompt with your company’s sales-ready criteria. How to edit each Zapier product To edit steps, click the arrow icon. This will open a new window with the Zapier product for you to edit. Tip Click View Note on each associated step to view detailed information. These notes provide an overview of the step’s function and include specific instructions on how to set it up. Zap workflows Tables For your Zap workflows: Edit Zap workflows: Review each Zap step. Look for the notes icon within each step for specific guidance and instructions. Connect apps : Add or select which app connection you want to use. Customize data : Input any custom data specific to your organization. Publish Zap : Click Publish in the upper right to turn the Zap on. For your tables: Modify fields : (Optional) Change the data type for existing fields . Changes are saved automatically. Share access : (Optional) Share access to the table with other members. Tip You can come back to your template any time to continue working on it. It will be available from the Canvas home . Test your workflow Try different real-life scenarios to make sure everything is working smoothly. Here are a few to get you started: Valid sales lead : Add the “company” tag to a Zendesk ticket. This will create a record in the \"Sales Lead ID Table\" with result \"Sales Eligible\" and add a relevant comment to the Zendesk ticket. Contact form indicated interest : Add the \"cf-sales-question\" tag to a Zendesk ticket. This will create a record in the \"Sales Lead ID Table\" with result \"Sales Eligible\" and add a relevant comment to the Zendesk ticket. No sales opportunity : Create a Zendesk ticket with no relevant sales tags. Verify that no record is created and no comments are added to the Zendesk ticket. Invalid domain lookup : Create a Zendesk ticket with an email using a free domain (e.g., gmail.com). Verify that the Zap does not find an association and no sales lead is created in the table. Learn more about: Testing Zap steps. Once your testing is complete, your Identify sales opportunities in support tickets system will be ready to use! Troubleshooting If you encounter any issues while setting up your template, refer to the following resources for troubleshooting steps: Troubleshoot Zap workflows Troubleshoot Zapier Tables ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35839094090637-Save-time-with-reusable-variables", "final_url": "https://help.zapier.com/hc/en-us/articles/35839094090637-Save-time-with-reusable-variables", "title": "Save time with reusable variables", "help_title": "Save time with reusable variables", "slug": "_platform", "auth_signals": [], "text": "Save time with reusable variables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 Save time with reusable variables Updated May 29, 2026 18:15 It’s tedious to enter the same value into a Zap or multiple Zap workflows over and over again. It’s also time-consuming to update a value everywhere it exists in a Zap. Plus, there’s always a risk that you enter the wrong value somewhere along the way. Yikes! Now, with global variables, you can create reusable static values that you can map to any field in a Zap. Define the variable, then whenever you update it, it’ll update automatically across all Zap workflows, reducing the risk of entering the wrong value. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35632951078029-Use-previous-Zap-runs-as-trigger-test-records", "final_url": "https://help.zapier.com/hc/en-us/articles/35632951078029-Use-previous-Zap-runs-as-trigger-test-records", "title": "Use previous Zap runs as trigger test records", "help_title": "Use previous Zap runs as trigger test records", "slug": "_platform", "auth_signals": [], "text": "Use previous Zap runs as trigger test records &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 Use previous Zap runs as trigger test records Updated May 29, 2026 18:15 You have even more flexibility than ever when building Zap workflows. If you need to update your Zap, you can now select a previous Zap run to use a trigger test record . This is helpful when you need to use a specific Zap run to edit your Zap or when your app only provides generic test records. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/34773413996813-Zapier-Functions-use-error-handling-with-your-functions", "final_url": "https://help.zapier.com/hc/en-us/articles/34773413996813-Zapier-Functions-use-error-handling-with-your-functions", "title": "Zapier Functions use error handling with your functions", "help_title": "Zapier Functions use error handling with your functions", "slug": "_platform", "auth_signals": [], "text": "Zapier Functions: use error handling with your functions! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2025 Zapier Functions: use error handling with your functions! Updated March 06, 2025 10:02 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We’re excited to announce enhanced error handling capabilities in Zapier Functions! You can now use try except blocks with two error classes: Exception for all errors and ZapierActionError for Zapier-specific errors. This allows you to handle errors more effectively and take tailored actions based on error types. Just enclose your action code in a try block and define except blocks for alternative instructions. You can also use else and finally blocks for additional flexibility. Check out the error handling tutorial for step-by-step guidance and examples. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35859160812685-Start-an-agent-from-a-Zap", "final_url": "https://help.zapier.com/hc/en-us/articles/35859160812685-Start-an-agent-from-a-Zap", "title": "Start an agent from a Zap", "help_title": "Start an agent from a Zap", "slug": "_platform", "auth_signals": [], "text": "Start an agent from a Zap &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Start an agent from a Zap Updated May 29, 2026 18:18 This article explains how to use Zapier Agents with a Zap. You can add an action step in a Zap to start an agent. When the agent step runs in your Zap, the agent will carry out your instructions. Steps To create a Zap that triggers an agent, you must: Create an agent . Use the Trigger via Zap trigger. Create a Zap using any Zap trigger . Add an action step to your Zap using Zapier Agents. What is a Zap? A Zap is a workflow that connects your apps to automate repetitive tasks. It consists of a trigger (the event that starts the Zap), and one or more actions (the events that the Zap performs after it’s triggered). Learn more about Zap workflows in the quick start guide . Create an agent and a Zap that work together To use an agent and a Zap together, you'll need: An agent using the Trigger via Zap trigger. A Zap with a Run Agent action. 1. Create an agent To create a new agent: Visit agents.zapier.com . Click + New agent . Enter instructions for your agent to follow. Click Start building . 2. Add the trigger to your agent Zapier Copilot will help you write the instructions for your agent. After creating your agent: If the trigger is not already selected, in the Trigger section, click + Add trigger . Select Trigger via Zap . Click Agent preview . The agent will carry out your instructions, allowing you to verify if it's achieving the correct result. Click Publish to activate the agent. Learn more about publishing and managing agent versions . 3. Create a Zap trigger You can select any app as a trigger for your Zap. This app will send information to your agent. Learn how to set up a Zap trigger . 4. Create an Agents Zap action Once the trigger is ready, you must add a Zap action step for Zapier Agents. This action will start the agent you created. To set up the action: Click the action step or click the plus + icon to add an action to your Zap. Search for and select Zapier Agents . Click the Event dropdown menu and select Run Agent . In the Configure tab, complete these fields: Agent : Click and select an agent . Only agents using the Trigger via Zap trigger will appear on the list. Agent Input Message : Map fields with information that should be sent to the agent. (Optional) Pause Zap Run Until the Agent Replies? : select “Yes” to have the Zap wait for the agent's reply and “No” to let the Zap steps continue without the agent’s reply. (Optional) Agent Output Fields : Enter a name and a description for the fields you want the agent to return. You can then map these fields in subsequent Zap steps. Click Continue . The Test tab will open. The step will provide you with sample data. Click Publish (if you have no other steps after this one) or Continue . To perform a live test, click 'Test with real data' to send the sample data to your agent. Your step may take a moment or two to complete. You can continue editing other parts of your Zap and return later to check if the test was successful. Using optional fields Pause Zap Run Until the Agent Replies? : If you pick “Yes” in this field, the Zap will appear as “Waiting / delayed” until the agent finishes carrying out your instructions. Once it finishes, the Zap will run any other action steps. Agent Output Fields : You can add custom fields that your agent will create and make available in later steps of your Zap: Enter field names on the left (such as 'meeting_summary') Enter descriptions on the right (such as 'Summary of the meeting notes'). Note Optional fields can only be used in subsequent steps after you test your Agents step . Limitations Agents have an activity limit that depends on your Zapier Agents plan. Zap workflows have step and rate limits . Task and activity usage When you trigger an agent via a Zap, activities are only used during a live run. This means that: Testing your Zap will not use any agent activities . Agent actions do not use any Zap tasks . Find which Zap triggered your agent Multiple Zap workflows can trigger the same agent. To find out which Zap triggered a specific agent run: From the Zapier Agents home left sidebar, click the name of your agent . You can also start from a pod's home page . Click Activity at the top of the screen. Click an agent run . A sidebar will open. At the top of the sidebar, click the trigger for that run. This will display the content received from the Zap. Click the View Zap run link. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35857937461645-Learn-key-concepts-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/35857937461645-Learn-key-concepts-in-Zapier-Tables", "title": "Learn key concepts in Zapier Tables", "help_title": "Learn key concepts in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Learn key concepts in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier Learn key concepts in Zapier Tables Updated May 29, 2026 18:15 Table A systematic way of displaying related information. Record Each row in a table. It can have multiple fields, with different field types . Field Each column in a table. You can select different field types to validate information according to type. Cell The intersection of a record and a field where information is stored. The type of information depends on the field type . Import data You can bring records from a CSV file into a table by importing data. Export or download data You can send the data to another app or download data as a CSV file . Field type The type of data a field can hold, such as text, number, date, etc. Learn about field types . Bulk edit records With this option, you can edit multiple records at the same time. Pending records Records that have not yet been sent to a connected Zap . Rate limiting An action Zapier takes on Zap workflows connected to a table to reduce the frequency of requests if a large number of actions occur within a short time span. Table view Views in Zapier Tables display subsets of a table's data that can be shared with users who do not need access to the full table. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/35157496287757-More-flexible-control-over-publishing-restrictions", "final_url": "https://help.zapier.com/hc/en-us/articles/35157496287757-More-flexible-control-over-publishing-restrictions", "title": "More flexible control over publishing restrictions", "help_title": "More flexible control over publishing restrictions", "slug": "_platform", "auth_signals": [], "text": "More flexible control over publishing restrictions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: March 2025 More flexible control over publishing restrictions Updated October 03, 2025 15:31 We’re introducing additional features to our publishing restrictions feature that let you adjust the feature to meet your needs. Now, you can: Allow account admins to be approvers too. This can help you distribute approvals across more users, eliminating bottlenecks. Limit publishing restrictions by app. This can ensure that only sensitive apps require approval, decreasing the number of approvals to remove. Learn more about enabling publishing restrictions in your account. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36032622087693-Change-ownership-of-a-form-project", "final_url": "https://help.zapier.com/hc/en-us/articles/36032622087693-Change-ownership-of-a-form-project", "title": "Change ownership of a form project", "help_title": "Change ownership of a form project", "slug": "_platform", "auth_signals": [], "text": "Change ownership of a form project &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Forms Manage form projects Change ownership of a form project Updated May 29, 2026 18:15 You can change ownership of a form project in Zapier Forms to another user in your Zapier account. This option is only available to users on Team or Enterprise plans. Available on plans: Free Professional Team Enterprise Requirements The form project must be part of a Team or Enterprise Zapier account. You must be the current form project owner, the Zapier account owner, or a Super Admin . How to change ownership of a form project When you change ownership of a form project, only the form project is assigned to the new owner. Any Zap workflows, tables, or other assets must be shared separately. To change the owner of a form project in your Zapier account: From the Forms home , select your form project . In the top navigation of the form project, click Share . A dialog box will appear. User with no access User already has access Transfer to a user who does not have access to the form project Click the Change owner icon. In the search box, search for and select the name or email address of the new owner. - If there are any linked assets, they will be listed in the dialog box. You must share them separately. Click Change owner . The new owner will get an email notification about the change. Transfer to a user who already has access to the form project You can change the role of an existing form project user to make them the owner. From the list of users with access, scroll to find the user . Click the dropdown menu beside their name and select Make owner . - If there are any linked assets, they will be listed in the dialog box. You must share them separately. Click Change owner . The new owner will get an email notification about the change. Note If the form project is shared with your Zapier account or your team, you'll retain access and have the same role as other users. If the form project is not shared with the account, you'll no longer have access to it. - If you still need access, you must ask the new owner to add you as an editor . Limitations Ensure you change the owner of any other assets to avoid breaking existing automations. Learn how to change ownership of: Tables . Zap workflows . You cannot undo ownership changes. Always verify the name and email of the person before transferring. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36064268447885-How-to-change-values-in-your-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/36064268447885-How-to-change-values-in-your-workflows", "title": "How to change values in your workflows", "help_title": "How to change values in your workflows", "slug": "_platform", "auth_signals": [], "text": "How to change values in your workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows How to change values in your workflows Updated May 29, 2026 18:19 Sometimes, you may have values in your Zap that you need to reformat or transform to use in later steps. This can include changes like: Converting a date and time value from an ISO format to a UNIX format. Taking a value from one step and using a spreadsheet-style formula to change its value. Creating line items out of plain text. With Zapier’s built-in tools, you can change values inside your Zap so your automation contains the exact data you need. Use Formatter The Formatter app has four action events with dozens of transforms that you can use to change your values: Date / Time: modify date and time formats. Numbers: modify number formats and use spreadsheet-style formulas. Text: analyze and modify text formats like splitting text or extracting values from text. Utilities: perform utility functions like importing CSVs, creating line items, and lookup tables. Adjust dates and times inside a field In date and time fields, you can create and adjust date and time values by adding modifiers to them. Use modifiers to do things like: Add two hours to the start time in your calendar event by adding “+2h”. Postdate an invoice by 1 week by adding “+1w” to the invoice date. Enter 30 minutes of exercise time in your fitness tracking app by entering “30m”. Tip You can also use special commands to enter timestamp values in fields . Use AI by Zapier With the AI by Zapier app, you can use natural language to describe how you want the app to change your data. Or, use one of its templates to do things like create an outline from text or summarize a transcript. Use Translate You can use the Translate app to detect languages or translate words, phrases, and web pages into over 100 languages. Use URL Shortener If you need to shorten a URL to meet character or space limits, you can use the URL Shortener app. This is helpful for things like social media posts. Use Email Parser or Web Parser The Email Parser app helps you extract specific data from your emails based on templates you define. The Web Parser app helps you extract specific data from websites, extracting values like page titles, content, and authors. Next steps Explore specific use cases for changing your data: How to separate first and last names from a single form field . How to compare and calculate two dates in a Zap . How to automate your inbox with an email parser . Get more from your URL shorteners with automation . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36089191240973-Changes-to-models-available-on-Zapier-Chatbots", "final_url": "https://help.zapier.com/hc/en-us/articles/36089191240973-Changes-to-models-available-on-Zapier-Chatbots", "title": "Changes to models available on Zapier Chatbots", "help_title": "Changes to models available on Zapier Chatbots", "slug": "_platform", "auth_signals": ["api_key"], "text": "Changes to models available on Zapier Chatbots &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 Changes to models available on Zapier Chatbots Updated April 21, 2026 12:06 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We're changing the ChatGPT models available within Zapier Chatbots. These changes are designed to enhance your experience and ensure your chatbots use the most efficient and up-to-date models available. Key changes We're removing two models and replacing them with more modern and better-performing alternatives. If your chatbot uses one of the removed models, it will be moved to a newer one. GPT-3.5 Turbo: Any chatbot currently using GPT-3.5 Turbo will be migrated to GPT-4o mini. GPT-4 : Chatbots currently using GPT-4 will be migrated to GPT-4o. Why make these changes? Newer models provide many benefits, such as: Improved performance : Newer models offer faster response times. Cost efficiency : More efficient models mean better value for your investment. Larger context windows : Chatbots will be able to handle more complex queries with ease. Updated knowledge : Access to the latest information and advancements. You can still use other available models from your own OpenAI account. Learn how to use your own API key with a Zapier Chatbot . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36032933204493-Change-ownership-of-a-table", "final_url": "https://help.zapier.com/hc/en-us/articles/36032933204493-Change-ownership-of-a-table", "title": "Change ownership of a table", "help_title": "Change ownership of a table", "slug": "_platform", "auth_signals": [], "text": "Change ownership of a table &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Manage tables Change ownership of a table Updated May 29, 2026 18:17 You can change ownership of a table in Zapier Tables to another user in your Zapier account. This option is only available to users on Team or Enterprise plans. Available on plans: Free Professional Team Enterprise Requirements The table must be part of a Team or Enterprise Zapier account. You must be the current table owner, the Zapier account owner, or a Super Admin . How to change ownership of a table When you change ownership of a table, only the table and its views are assigned to the new owner. Any Zap workflows, forms, or other linked assets must be shared separately. To change ownership of a table on your Zapier account: From the Tables home , select your table . In the toolbar, click Share . A dialog box will appear. User with no access to the table User already has access to the table Transfer to a user who does not have access to the table Click the transfer icon . In the search box, search for and select the name or email address of the new owner. A confirmation dialog will appear. Existing linked assets will not change ownership. Click Change owner . Transfer to a user who already has access to the table From the list of users with access, find the user who will be the new owner. Click the dropdown menu beside their name and select Make owner . A confirmation dialog will appear. Existing linked assets will not change ownership. Click Change owner . The new owner will receive an email notification about the transfer. Note The transfer confirmation dialog lists any connected Zap workflows or other linked assets that will not change ownership. Review these before confirming. If the table has Linked Record fields , give the new owner access to related tables to keep linked records working. If the table is shared with your Zapier account or your team, you'll retain access and have the same role as other users. If the table is not shared with the account, you'll no longer have access to it. Ask the new owner to add you as an editor or viewer if you still need access. Limitations Ownership transfers cannot be reversed. Always verify the name and email of the new owner before confirming. Linked assets (Zap workflows, forms, interfaces) are not transferred automatically. Change the owner of any linked assets to avoid breaking existing automations. Learn how to change ownership of: Forms . Zap workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36191430670733-View-even-more-account-activity-in-the-audit-log", "final_url": "https://help.zapier.com/hc/en-us/articles/36191430670733-View-even-more-account-activity-in-the-audit-log", "title": "View even more account activity in the audit log", "help_title": "View even more account activity in the audit log", "slug": "_platform", "auth_signals": [], "text": "View even more account activity in the audit log &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 View even more account activity in the audit log Updated October 03, 2025 15:31 The audit log supports more tracking events than ever! Now, you can track events related to app connections and user activity too. This helps you closely track how your Team orEnterprise account is used for better peace of mind. Learn more about using the audit log to review your account activity . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36180130221581-Big-changes-coming-to-AI-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/36180130221581-Big-changes-coming-to-AI-by-Zapier", "title": "Big changes coming to AI by Zapier", "help_title": "Big changes coming to AI by Zapier", "slug": "_platform", "auth_signals": [], "text": "Big changes coming to AI by Zapier! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 Big changes coming to AI by Zapier! Updated October 03, 2025 15:31 We’ve made major updates to the AI by Zapier app so building with AI is easier than ever! In addition to a revamped user interface, it now has: A choice of AI providers and models. Built-in credentials or the ability to use your own. AI-powered assistance for custom prompts and output fields. The ability to use saved prompts from across your Team or Enterprise account. Additional templates. Separate action events for extracting data from one or more URLs. Learn more about building with AI by Zapier . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36532133250317-How-to-prompt-AI-in-Zapier-products", "final_url": "https://help.zapier.com/hc/en-us/articles/36532133250317-How-to-prompt-AI-in-Zapier-products", "title": "How to prompt AI in Zapier products", "help_title": "How to prompt AI in Zapier products", "slug": "_platform", "auth_signals": [], "text": "How to prompt AI in Zapier products &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier How to prompt AI in Zapier products Updated May 29, 2026 18:15 Many Zapier products allow you to interact with an AI (artificial intelligence) system using a prompt. This article explains how to create an effective prompt. What is prompting? In the context of AI, prompting is asking the AI to do something. You provide the AI with specific inputs, or information the AI needs to complete its task, and it will attempt to provide you with your ideal outputs, or results. The way you describe your requests and the information you provide the AI influences the quality of the results. Where can I prompt AI within Zapier products? The following Zapier products use prompts: Zapier Copilot . AI by Zapier . The AI Field in Zapier Tables. When creating a new canvas in Zapier Canvas . Zapier Agents . Zapier Chatbots directive . Prompt structure When creating your prompt, ensure that it: Uses clear, plain language Be direct and concise. Avoid ambiguous words or phrases. Use simple sentence structures. Is coherent and specific Your prompt should follow a logical structure. For example, write your prompt as step-by-step instructions. Ensure your instructions do not conflict or override each other. Describe all tools and fields you want the AI to use. For example, if you want your output to be added to a Zapier table, your prompt can say, “For each new order you analyze, create a new row in Zapier Tables for each item in the order.” Provides context Describe the task you want the AI to perform, including all steps your AI needs to perform for your workflow. Include as much description and context as possible, including examples of both the inputs and outputs. Ensure you detail the most important information and steps to complete the task. It can be helpful to describe the role you want your AI to fulfill its tasks as. For example, if you want the AI to write a help article, you can include: “You are an experienced technical writer with advanced knowledge of best practices for writing for software applications.” Describes your desired format Be specific about the style, length, and format of your desired output. For example, if you want the AI to return a summary in outline form, tell it: “Format the summary as an outline. Use a bulleted list for each item in the outline.” When possible, use bulleted or numbered lists to clarify what you want the AI to do or the output you want it to return. Test and refine After you create your prompt, test it. Depending on your result, you can continue to edit and refine your prompt to optimize it. Context window LLMs (large language models) use context windows, which determine the amount of information they can process at once. Window sizes are measured in tokens, or parts of a word, and depend on the AI model used. If your prompt has too many steps or requirements, it can become too complex to run effectively. Depending on the AI tool you're using, you can: Give the AI small amounts of information at a time and test to ensure that the result is what you expect. In Zapier Agents, create separate agents to handle different parts of a complex request, then have one agent call the others to link their work. You can use the Formatter app’s Split Text into Chunks for AI Prompts to break up your data into smaller chunks to use with AI apps. Example use cases Below you'll find examples of prompts for specific use cases. Use these as inspiration for your own prompts. Use case Example prompt Product Summarize messages Create a summary of all customer feedback received through my chatbot in the past month. Use Google Docs to create it, with the following name convention for the title: \"Customer feedback - month name\". Use one bullet point for each topic, and include two quotes from customers. Alert me in Gmail when it's ready. Zapier Agents Create prioritization system Create a system that receives tickets through Jira, and uses the “Summary” and “Description” fields of new tickets to understand the request and customer sentiment, and categorize them. Use the following options: Low Medium High priority It should notify the IT team via Microsoft Teams whenever a new ticket has been categorized. Zapier Canvas Compose an intro email When a new record is added to my table of new leads, use the fields “Name”, “Company”, “Location”, and “Products selected” to compose a personalized welcome email to our business. Zapier Tables Next steps Creating a prompt that matches your needs takes some trial and error. Make as many changes as you need to get the AI to generate the best assets and steps for your use case. You can also check out specific information on how to create prompts for Zapier products: Prompt AI to create a system in Zapier Canvas . Improve an agent's behavior results . Create a directive and greeting for your chatbot . Learn more: AI prompt guide: How to write effective AI prompts How to write an effective GPT prompt ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36265392843917-Use-Zapier-MCP-with-your-client", "final_url": "https://help.zapier.com/hc/en-us/articles/36265392843917-Use-Zapier-MCP-with-your-client", "title": "Use Zapier MCP with your client", "help_title": "Use Zapier MCP with your client", "slug": "_platform", "auth_signals": ["oauth"], "text": "Use Zapier MCP with your client &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Set up MCP Use Zapier MCP with your client Updated June 19, 2026 13:24 MCP, or Model Context Protocol, is an open protocol that standardizes how applications provide context to large language models (LLMs). Zapier MCP provides a server endpoint for connecting your Zapier account to an AI client, such as Claude or Cursor. This article explains how to set up an MCP server with some of the most popular clients. It also covers how to generate and manage connection tokens for clients not on the supported list. Available on plans: Free Professional Team Enterprise Why use MCP with your AI client? When you use Zapier MCP, you can add Zapier's library of 9,000+ apps to your AI, allowing it to interact with your existing apps and take action in them directly from your AI conversations. Requirements To use Zapier MCP with your client, you'll need: A Zapier MCP server URL. Tools set up for your client. An AI client, such as ChatGPT, Claude, or Windsurf that supports Streamable HTTP. Supported clients You can connect Zapier MCP with any AI client that supports Streamable HTTP, such as: ChatGPT Claude (web, Desktop, and Code) Cursor Microsoft Copilot Studio VS Code Windsurf Set up a new MCP server Each client must have its own Zapier MCP server. Go to mcp.zapier.com and click + New MCP Server . A dialog box will open. In the MCP Client dropdown menu, select your client. Select Other if your client does not appear on the list. In the Name field, enter a name for your server. Click Create MCP Server . The dialog box will close. In the top menu bar, select the Connect tab. This contains setup instructions specific to your client. Follow the instructions for your MCP client. Add and manage tools for your server , or import a tool bundle to give your client access to apps. For known requirements and limitations per client, check client-specific setup notes . Using unlisted clients If your AI client is not listed in Zapier MCP: Check your client's documentation for MCP support. Look for references to \"Model Context Protocol\" or \"MCP servers.\" Check which transport your client uses. Zapier MCP supports Streamable HTTP. When creating your Zapier MCP server, select Other as your client type. After creating your server, generate a connection token to authenticate your client: Select the Connect tab on your server. Click Generate token . A dialog will open showing your credentials. Copy and store your credentials immediately. This is the only time you can access the token. Check I have saved my credentials , then click Close . Note If you close the dialog without saving your token, you cannot retrieve it. You will need to rotate your token to generate a new one. Your credentials include two connection options: Authorization header (Recommended): Add Authorization: Bearer as a header to your client configuration and connect to https://mcp.zapier.com/api/v1/connect . URL with token: Use the full server URL with the token as a query parameter. Copy the full URL from the dialog. Rotate your connection token If you are using an unlisted client (Other) and your connection token is exposed or compromised, rotate it to generate a new one and invalidate the old one. In the left sidebar of the MCP home , select your server. In the top menu bar, select the Connect tab. Click the Rotate token button to generate a new token. This invalidates your previous token immediately, preventing unauthorized access. Note The new token is only visible once, immediately after rotating. Save it before closing the tab. Treat your connection token like a password. Do not share it, as it can be used to run your tools and access your data. Client-specific setup notes Some MCP clients have additional requirements or known limitations. Check the section for your client to confirm setup details. ChatGPT ChatGPT MCP tools are only supported in Developer Mode . ChatGPT does not automatically refresh the available tools. If you add, edit, or remove tools in your Zapier ChatGPT MCP server: Go to ChatGPT Connector Settings . Select the Zapier Connector . Click Refresh . Claude Claude To add a new server, you must be the owner of your Claude organization. To use Zapier MCP in Claude Desktop, you must first complete the setup available in the Connect tab on Claude.ai. Access to add MCP servers on Claude.ai and Claude Desktop is dependent on your Claude plan . Claude Code When running on WSL (Windows Subsystem for Linux), OAuth callbacks from the browser may not reach Claude Code. If authentication does not complete, try running Claude Code from a native Windows or macOS terminal. Cursor Some versions of Cursor may encounter an RFC 9728 OAuth issue that prevents authentication from completing. Check for client updates if authentication fails repeatedly. Microsoft Copilot Studio The Zapier MCP setup instructions reference connecting with an ID field. In Copilot Studio, use the SessionID field, not \"AccountID.\" If the setup instructions do not match what appears in Copilot Studio, refer to the latest setup steps on this page. VS Code VS Code Requires GitHub Copilot enabled and set to Agent mode in Visual Studio Code. Some VS Code extensions may interfere with OAuth flows. Try disabling extensions if authentication fails. Windsurf Some versions of Windsurf may encounter an RFC 9728 OAuth issue that prevents authentication from completing. Check for client updates if authentication fails repeatedly. Review your server's history The History tab displays a list of all actions taken through the client for that server. Click an action to review details such as: Date and time when the action happened. The tool name. Instructions used by the AI. The values used in each field. The final output of the action. Use the filter dropdown menu to display only actions related to a specific tool. Delete an MCP server To delete a server: From the Zapier MCP home , hover over your server name. Click the Delete MCP server icon . A dialog box will open. Confirm the action by clicking Delete . Note When you delete an MCP server, it will stop working on any MCP client connected to that server. All the server logs will also be deleted. Tool calls consumed for a deleted server will still count toward your quota. Zapier MCP task usage Each successful tool call through your MCP server consumes two tasks from your Zapier plan. Failed tool calls do not consume tasks. Learn more about how Zapier MCP usage works . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36265551472781-Manage-tools-for-your-Zapier-MCP-server", "final_url": "https://help.zapier.com/hc/en-us/articles/36265551472781-Manage-tools-for-your-Zapier-MCP-server", "title": "Manage tools for your Zapier MCP server", "help_title": "Manage tools for your Zapier MCP server", "slug": "_platform", "auth_signals": [], "text": "Manage tools for your Zapier MCP server &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Set up MCP Manage tools for your Zapier MCP server Updated June 19, 2026 13:24 You can add or remove tools — actions within apps — to any of your MCP servers through your Zapier MCP account. Learn how to set up an MCP server . Set up your tools Tools are the specific app actions your AI client can run through Zapier MCP. Each MCP server has its own set of tools, so you can configure different tools for different clients. In the left sidebar of the MCP home , select a server. The Configure tab will open. Click + Add tool . A dialog box will open. Search for and select the app you want to use. Select an action from the list. Select Add all tools to give your client access to every available tool. Select a connection from the dropdown menu, or create a new connection by clicking the Settings icon. If you have already set up other tools for that app in Zapier MCP, the tool is ready to use. Fill out any other fields that may be required for the action. You can set a specific value for a field, have AI select a value, or give AI a list of values to choose from. Learn more about these options . To see optional fields, click Show all options . Click Save . Edit a tool To edit an existing tool: From the Zapier MCP home , select your MCP server . The Configure tab will open. In the list of tools, click the app name to display all available tools. Click the three dot icon beside the name of the tool you want to edit. Click Configure . A dialog box will open. When you finish editing your fields , click: Save to confirm your changes. Cancel to discard changes. Decide how the AI will use a field When you set up a tool for your MCP server, each field will have one or more options depending on the field type: Have AI select/generate a value for this field: the AI will decide the correct value for the field based on the conversation. Let AI select a value from one of these choices: the AI will select one of the options among the values you select. Set a specific value for this field: set a specific value for the field. The AI will always use the same value. Use default: uses the default value for the field. By default, Zapier only displays required fields. To view and use optional fields, click Show all options at the bottom of the dialog box. Update app connections If there's an issue with a tool connection, it'll be marked with an alert icon . To fix a connection: In the left sidebar of the MCP home , select your server. Click the menu icon beside the name of the app. Click Update authentication . You'll be directed to that app's connection setup. This action updates the connection for all tools using the same account. Remove a tool To remove an existing tool from a server: From the Zapier MCP home , select your MCP server . The Configure tab will open. In the list of tools, click the app name to display all available tools. Click the three dot icon beside the tool you want to remove. Click Remove from server . A dialog box will open. Confirm by clicking Remove . Remove all tools To remove all tools for the same app at once: From the Zapier MCP home , select your MCP server . The Configure tab will open. In the list of tools, click the three dot icon beside the app name. Click Remove from server . A dialog box will open. Confirm by clicking Remove X tools , where X represents the number of tools being removed. Note Tools are specific to a server. To remove the same app from all servers, repeat the process in each MCP server. If you delete an action, its logs will also be deleted. Tool calls consumed for a deleted action will still count toward your quota. Review your tool's history You can review all actions that were performed using a specific tool. From the MCP home , select your MCP server . The Configure tab will open. In the list of tools, click the three dot icon in the tool you want to edit. A dropdown menu will open. Click History . You’ll be redirected to the Tool usage history page. This page displays a filtered list of the actions taken using that tool for that specific server. Select an action to see details such as: Date and time when the action happened. The tool name. Instructions used by the AI. The values used in each field. The final output of the action. Provide feedback and get help Submit feature requests, provide feedback, or get help from the Zapier MCP team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36499355141901-Data-storage-solutions-for-your-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/36499355141901-Data-storage-solutions-for-your-workflows", "title": "Data storage solutions for your workflows", "help_title": "Data storage solutions for your workflows", "slug": "_platform", "auth_signals": [], "text": "Data storage solutions for your workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Data storage solutions for your workflows Updated May 29, 2026 18:19 Sometimes, you may want to store data as part of your workflow. This may include storing small amounts of data that you want to map to other steps or keeping large amounts of data long-term. Zapier has solutions for storing data that you can use depending on your needs: Storage . Digest . Tables . Tip Storage, Digest, and Tables steps in Zap workflows do not count toward your task usage in Zapier. Storage Storage is a lightweight data storage solution that lets you temporarily save and retrieve small amounts of data from a Zap. To use it, you’ll create a Storage account that’s identified by a “store secret” - this is a unique value, like a password, to identify your account. Then, you can create lists of stored values, with each list identified by a unique “key” that you set. Use Storage to: Increment values by increasing them by X amount. Add or remove values from a list, including nested (child) values. Find and return values from a list. Find and return your store secret. Digest Digest is a lightweight data storage solution that lets you temporarily store small amounts of data to release later in batches. Digest does not require you to connect an account. You differentiate digests by giving them unique names. There are two ways to release a digest: When you create your digest step, you can set it to release automatically at a defined frequency, like weekly or when the digest reaches a certain threshold. Or, you can add a second digest step to release the Zap at a specific step in the same or a different workflow. When your digest releases, it empties out completely and starts collecting new data until the next release. Tables Tables is a data storage solution that you can use on its own as well as in your workflows. Use it for small amounts of data or large amounts of data, for temporary data storage or permanent data storage. Tables are made of: Records (each row in a table). Fields (each column in a table). Cells (the area in the intersection of a record and a field). With Tables, you can: Build from scratch or select a template from the template library . Add records manually or automatically using Zap workflows. Share your tables with users both inside and outside of your Zapier account. Collaborate with other users in your Zapier account by giving them editing permissions . Connect it to other Zapier products, including Zap workflows , Forms , and Chatbots . Next steps For more inspiration, read: Examples of how to use Storage in Zap workflows . How to make an events digest with Calendly and Slack . How to collect notifications in a digest to combat notification fatigue. How to create a lead management table powered by AI and Tables . How to create an approvals table with Zapier Tables . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36605430464269-Domain-verification-in-workspaces-and-organizations", "final_url": "https://help.zapier.com/hc/en-us/articles/36605430464269-Domain-verification-in-workspaces-and-organizations", "title": "Domain verification in workspaces and organizations", "help_title": "Domain verification in workspaces and organizations", "slug": "_platform", "auth_signals": [], "text": "Domain verification in workspaces and organizations &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Organizations and workspaces in Enterprise accounts Domain verification in workspaces and organizations Updated June 30, 2026 15:06 Learn how domain verification, SAML, and SCIM work in organizations with workspaces. Available on plans: Free Professional Team Enterprise Domain verification When you verify a domain at the organization level, it applies to all workspaces in the organization. Domain verification is configured at the organization level only. Any workspace can use the verified domain for SAML authentication and SCIM provisioning. SAML and SCIM configuration SAML and SCIM are configured at the organization level only. One SAML app in your identity provider (IdP) covers all workspaces in the organization. Configure SAML once at the organization level. Configure SCIM once at the organization level. Users provisioned via SCIM are added to the organization. An admin must then add them to a user group that has access to a workspace before they can use Zapier. If you have the same user in the organization and one or more workspaces, Zapier assumes they are defined in the same identity provider (IdP) and that the external_id and other user data match. Domain access settings Your domain access setting determines how users join your organization: Only invited members (default): Users must receive an invitation, be autoprovisioned via SCIM, or authenticate through your SAML app. Users who attempt to sign up without an invitation will be blocked. Anyone at a verified domain can join : Users with an email address matching your verified domain can join automatically when they sign up on Zapier.com. No invitation is required. How users access workspaces Being a member of the organization does not automatically grant access to workspaces. Users must be added to a user group that is mapped to a workspace before they can access that workspace. Learn more about managing members and User Groups . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36538594180237-Call-a-function-from-Zap-workflows-or-agents", "final_url": "https://help.zapier.com/hc/en-us/articles/36538594180237-Call-a-function-from-Zap-workflows-or-agents", "title": "Call a function from Zap workflows or agents", "help_title": "Call a function from Zap workflows or agents", "slug": "_platform", "auth_signals": [], "text": "Call a function from Zap workflows or agents &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Create a function Call a function from Zap workflows or agents Updated May 29, 2026 18:14 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. With Zapier Functions , you can connect your function code to a Zap or an agent. This allows you to run custom code with access to features like Python packages, secrets, and a full development environment. You can call your function from any new or existing Zap workflows or agents by adding a Zapier Functions action event to it. Beta This product is in open beta. It’s available for use but still in active development and may change. Requirements To use a function with a Zap, you must have: In your function A Start a Function trigger. Input fields set up in the Start a Function trigger. Sample output data to use when testing the Zap step. (Optional) A Return from a Function ( return_action ) action event in your code to return data to the calling Zap. In your Zap or agent A Zapier Functions Call a Function action or tool. Learn how to add an action in a Zap or how to add an action to an agent . 1. Create a function A function typically begins with a function trigger associated with a specific app . When you call it through a Zap, the trigger can retrieve any information that's part of that Zap, allowing you to reference, in your code, data from different steps of that Zap. Learn how to create a new function . Set up your function trigger On the left sidebar of your function, click the Explorer icon . This will expand the sidebar. Next to the Triggers section, click the plus sign + . This will create a new trigger file. Within the trigger editor, start typing functions to find Zapier Functions and select it. In the next field, select Start a Function as the trigger event. Once the parameters load, add the input fields you want to use in the Zap. Add one value per text field. Fields you create here will appear in your Zap step Configure tab. In the Sample Data field, enter sample data to be used when testing your Zap step. Write your code Your code can incorporate data from your Zap or agent by referencing the output of your trigger . (Optional) Return results to the Zap If you want to return the code's results to the Zap, add a Return from a Function action ( return_function ). The Zap will wait for the function to finish running and return the contents of the return_function action to your Zap step as that step's output. To add this action, enter zapier.action.functions.return_function into your code. This will populate the parameters for that action, and you can enter any data you'd like to pass back to the Zap. Any data you want to pass to a Zap must be JSON-serializable and nested within output_data , using the following format: zapier.action.functions.return_function( params={ \"output_data\":, # Output / Return Values }, type_of=\"write\", ) Note If you want to return results back to the Zap, make sure the action parameters within output_data matches the structure of the sample output you added when setting up the trigger. Data not nested within output_data will be ignored. The return_function action ends the function's execution, so you can only call it once in an execution path. If you do not use return_function in your code, the Zap step will halt once it calls the function. If you're not returning data to your Zap, make sure the Zapier Functions step is the last one in your Zap. 2. Set up your Zap Add a trigger and other action steps Your function can use data from any trigger or action step that precedes the Zapier Functions step. After you set up your trigger and other actions, add the Zapier Functions step to your Zap. Add a Zapier Functions action In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Zapier Functions . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu, then select Call a Function . Select the Configure tab. Click the Select Function and Trigger field to open the dropdown menu, then select the trigger for your function. Only functions that use the trigger Start a Function appear in the dropdown menu. Click Refresh results if you make changes to your function. Fill out the input fields created in your function trigger. You can map data from previous steps to them. Click Refresh fields if you add more input fields to your function. In the field Would you like to run this Function while testing? , decide if you want the function to run during test or not. If you select True , all code in your main.py file will run when testing your Zap. You can also select a version of the function to run during testing. If you select False , the code will not run and the Zap step will output the sample data you set up in your function trigger. Tip You can also start a new function from the link in your Zap step, with the trigger pre-selected and a return_function action in the main.py file. (Optional) Add more steps to your Zap If you add a return_function to your code, once your Functions by Zapier step finishes running, you can use the content of the output fields in later steps. You can then add more actions, or use paths and filters to create conditional logic. Learn more: Blog post: Function steps in Zap workflows Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36382013637901-Control-app-versions-in-your-function", "final_url": "https://help.zapier.com/hc/en-us/articles/36382013637901-Control-app-versions-in-your-function", "title": "Control app versions in your function", "help_title": "Control app versions in your function", "slug": "_platform", "auth_signals": [], "text": "Control app versions in your function &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Manage your functions Control app versions in your function Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. The App Manifest menu lets you control which version of a Zapier app is used when you run your function. All apps you add to your code will appear in the menu. Beta This product is in open beta. It’s available for use but still in active development and may change. Change an app's version To change the version of your app that's in use by a function: From the Functions home , select your function . Click the App Manifest icon on the left sidebar. It will expand to show all apps used in the function. Click the dropdown menu associated with the app you want to update. Select the app version you want to use. The newest version will display the label \"recommended.\" Deploy the new version of your function to reflect these changes in production. App version status The App Manifest menu uses icons to indicate the following statuses: Green checkmark: your function is using the latest version of that app. Yellow alert: your function is using an older version of that app. App deprecation notifications If the app version you're using is being deprecated, you'll receive an email notification. You can go to Zapier Functions to update your app version. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36606737046285-Manage-your-workspaces", "final_url": "https://help.zapier.com/hc/en-us/articles/36606737046285-Manage-your-workspaces", "title": "Manage your workspaces", "help_title": "Manage your workspaces", "slug": "_platform", "auth_signals": [], "text": "Manage your workspaces &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Organizations and workspaces in Enterprise accounts Manage your workspaces Updated June 30, 2026 14:40 Discover how to manage your Zapier workspaces. Rename workspaces and adjust workspace task limits to keep your account organized. Available on plans: Free Professional Team Enterprise Prerequisites To manage your workspaces, you must be in your organization account: Click your avatar in the top right menu. Select the account with the label \"Organization\". Change the name of a workspace In your organization account: Go to the Admin Center's Workspaces page . Select the workspace you want ot edit. You will be redirected to a new page. In the top right, click the settings icon . A dropdown menu will open. Click Edit workspace . A dialog box will open. In the Workspace name field,, enter a new name . Click Save . Change the workspace task limit In your organization account: Go to the Admin Center's Workspaces page . Select the workspace you want ot edit. You will be redirected to a new page. In the top right, click the settings icon . A dropdown menu will open. Click Edit workspace . A dialog box will open. Click the Workspace task limits field to open the dropdown menu. Select a task limit setting: - No task limit : Zap workflows in this workspace will keep running after you reach your plan's task limit. Pay-per-task billing will begin when tasks exceed the plan limit. Click Create . Set task limit : Zap workflows in this workspace will be held once your workspace reaches the task limit that you set. In the Task limit field, enter a number (up to your organization's total task limit). Click Create . Click Yes, set task limit to confirm. Note Setting a task limit to 0 effectively disables a workspace. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36785770231309-Build-advanced-workflows-using-code-and-APIs", "final_url": "https://help.zapier.com/hc/en-us/articles/36785770231309-Build-advanced-workflows-using-code-and-APIs", "title": "Build advanced workflows using code and APIs", "help_title": "Build advanced workflows using code and APIs", "slug": "_platform", "auth_signals": [], "text": "Build advanced workflows using code and APIs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Build advanced workflows using code and APIs Updated May 29, 2026 18:19 Zapier has thousands of apps with countless triggers and actions available. But, if you need to build more customized workflows, you can use the following advanced tools: Code ( Python or JavaScript ). Webhooks . Custom actions . API request actions . Functions . Zapier Developer Platform . Code With the Code app you can run small snippets of Python or JavaScript code in your Zap workflows. Use it to send custom information between apps. To use it, you must know Python or JavaScript programming languages. Or, use the AI-powered code builder to help you write your code. Webhooks The Webhooks app lets you send one-way messages between apps. Webhooks automatically push new data from one app to another as it is created. To use it, you must have some understanding of how APIs work . Custom actions You can build custom actions for existing, supported public apps on Zapier. You can use an app's public API to create actions that are not available by default using HTTP requests. You can reuse them in any Zap, and they’re available for any user in your Team or Enterprise account to use. You also have the option to use a code editor to refine your custom actions using TypeScript. To use it, you must understand how APIs work or use the AI-powered builder to help you build your custom action. API request actions Use API request actions inside the Zap editor to make raw HTTP requests to supported public apps . Unlike webhooks, you can use it with your existing app connections to automatically set the authentication header. You can also view comprehensive API responses. To use it, you must understand how APIs work . Functions The Functions app lets you run small snippets of Python code in your Zap workflows. It includes extra features like Python packages, secrets, and a full development environment. You can call your function from any new or existing Zap by adding a Zapier Functions action event to it. To use it, you must know the Python programming language. Zapier Developer Platform The Zapier Developer Platform gives you the most advanced customization. Use it to build an entire app on Zapier for your private use or to share with other users. Choose between building in the: Platform UI : create an app without code using API endpoint URLs. You can set any custom options your API may need, including: Custom URL parameters. HTTP headers. Request body items. Platform CLI : build, collaborate, and manage your app in your local development environment. Requires programming knowledge. To use it, you must understand how APIs work . Next steps For more inspiration, read: How to use an API: A tutorial for beginners Code by Zapier: Add custom code to your workflows Call a Function from a Zap: Unlock Advanced Logic in Your Automation 7 ways to use webhooks to automate anything Introducing AI-powered Custom Actions Advanced webhooks automation with the Zapier Platform interface ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36381921525517-Copy-your-function-to-use-with-an-LLM", "final_url": "https://help.zapier.com/hc/en-us/articles/36381921525517-Copy-your-function-to-use-with-an-LLM", "title": "Copy your function to use with an LLM", "help_title": "Copy your function to use with an LLM", "slug": "_platform", "auth_signals": [], "text": "Copy your function to use with an LLM &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Configure Zapier Functions Copy your function to use with an LLM Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Zapier Functions lets you copy your function with a ready-made prompt that you can provide to an LLM (large language model) such as ChatGPT to help you write code for your function . Beta This product is in open beta. It’s available for use but still in active development and may change. Copy your function From the Functions home , select your function . Click the Resources icon on the left sidebar. From the expanded sidebar, click ** Copy Function for LLM**. The prompt and the function will be copied to your clipboard. Paste the content of the clipboard into your LLM. Structure of the copied function The copied function contains the following: Prompt: instructions that the LLM will use to review and interact with your code. Function code: the full code of your function as it appears in Zapier Functions. Trigger sample: a snippet of JSON containing the selected trigger sample. Tip You can change the trigger sample copied by selecting a different trigger sample . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36606829464973-How-billing-and-invoicing-work-in-organizations-and-workspaces", "final_url": "https://help.zapier.com/hc/en-us/articles/36606829464973-How-billing-and-invoicing-work-in-organizations-and-workspaces", "title": "How billing and invoicing work in organizations and workspaces", "help_title": "How billing and invoicing work in organizations and workspaces", "slug": "_platform", "auth_signals": [], "text": "How billing and invoicing work in organizations and workspaces &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Organizations and workspaces in Enterprise accounts How billing and invoicing work in organizations and workspaces Updated June 30, 2026 14:40 Learn how billing and invoicing work across your organization and workspaces. Billing is managed at the organization level and covers all workspaces under a single invoice, while task limits can be set individually per workspace to control usage. Available on plans: Free Professional Team Enterprise Billing in organizations and workspaces Your plan will determine your task usage limits and access to add-ons . Organizations, your top-level Zapier account, has full access to your plan’s features and can set optional task limits for each workspace. Workspaces will still have access to the organization’s add-ons. Task limits Zap workflows in a workspace with no task limit will keep running after you reach your plan’s task limit. Pay-per-task billing will begin when tasks exceed the plan limit. Zap workflows in a workspace with a set task limit will keep running until that task limit is reached. Once the task limit is reached, Zap workflows in that workspace will be held . You can replay a Zap run after you upgrade your Zapier plan or wait until your billing cycle resets. Note If the sum of your workspace(s) task limits exceeds the organization plan limit, Zapier will charge your organization for overages. Billing notifications Zapier will send the following billing notifications: A workspace’s task limits reach 75%, 90%, and 100%. If pay-per-task billing is on (default): When an organization and all workspace task limits reach 100% of your plan’s task limit. When an organization and all workspace task limits reach 80% of your plan’s 3x task limit. When an organization and all workspace task limits reach 100% of your plan’s 3x task limit. If pay-per-task billing is off: When an organization and all workspace task limits reach 80% and 100% Access plan information To access your plan information: In your account settings, go to the Billing and usage page. Click the Subscription tab to view your plan settings for included tasks and additional tasks. Access and manage your invoices To find your invoices: In your account settings, go to the Billing and usage page. Click the Billing settings tab. Scroll to the Invoice information section to view your organization’s invoice information. - To update your invoice information, click Update info . Scroll to the Invoices section to view a table of invoices. - To view a specific invoice, click View details . If you have questions about your plan or would like to upgrade, contact Zapier sales . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36855498205453-Introducing-system-variables", "final_url": "https://help.zapier.com/hc/en-us/articles/36855498205453-Introducing-system-variables", "title": "Introducing system variables", "help_title": "Introducing system variables", "slug": "_platform", "auth_signals": [], "text": "Introducing system variables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2025 Introducing system variables Updated May 29, 2026 18:16 Building on our variables feature , you can now use predefined variables in your Zap workflows too. Easily insert timestamps and metadata about your Zap like Zap, step, and Zap run IDs. Learn more about system variables . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36849225336973-Zapier-now-supports-Quebec-tax-ID-for-invoices", "final_url": "https://help.zapier.com/hc/en-us/articles/36849225336973-Zapier-now-supports-Quebec-tax-ID-for-invoices", "title": "Zapier now supports Quebec tax ID for invoices", "help_title": "Zapier now supports Quebec tax ID for invoices", "slug": "_platform", "auth_signals": [], "text": "Zapier now supports Quebec tax ID for invoices &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2025 Zapier now supports Quebec tax ID for invoices Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier's Quebec-based customers can now add their tax ID to invoices. You can input your Quebec tax ID directly in your invoices, with dedicated fields available under the Invoice information section.&nbsp; Once it's added, your tax ID will be automatically applied to all past and future invoices in your billing history. At this time, Zapier will only collect the tax IDs for Quebec, and not charge the tax yet. Tax calculation at checkout and charging will begin on 24 June, 2025, alongside the implementation of tax charges for New Zealand and South Africa.&nbsp; To ensure your records are up to date, review valid tax IDs formats and learn how to update your billing information . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36871110736653-Introducing-end-to-end-Zap-testing", "final_url": "https://help.zapier.com/hc/en-us/articles/36871110736653-Introducing-end-to-end-Zap-testing", "title": "Introducing end to end Zap testing", "help_title": "Introducing end to end Zap testing", "slug": "_platform", "auth_signals": [], "text": "Introducing end to end Zap testing &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2025 Introducing end to end Zap testing Updated October 03, 2025 15:31 Instead of testing Zap steps one by one, you can click all steps in your Zap with one click. You can easily swap between trigger records during testing too. Build faster than ever! Learn more about end to end Zap testing . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37231828687885-Reuse-steps-and-static-values-in-your-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/37231828687885-Reuse-steps-and-static-values-in-your-workflows", "title": "Reuse steps and static values in your workflows", "help_title": "Reuse steps and static values in your workflows", "slug": "_platform", "auth_signals": [], "text": "Reuse steps and static values in your workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Reuse steps and static values in your workflows Updated May 29, 2026 21:22 You can build reusable components in your workflows to save time and build more efficiently. If you find yourself using the same sets of steps or field inputs, try using: Looping Sub-Zap Variables Looping Looping is a built-in tool that can run an action or set of actions more than once. Instead of recreating the same steps multiple times in your Zap, you can build them once in a loop and indicate how many times they should run. Any action that follows a looping step will run once for each set of values input into a Create Loop step. This is helpful when you have to process multiple lines in a spreadsheet or line items in an invoice, for example. You can use Looping to perform actions for each one, even if they come through in a single trigger event. Sub-Zap A sub-Zap is a set of actions that can receive data from other Zap workflows and send back the results of their actions. Instead of rebuilding the same steps across multiple workflows, create a sub-Zap once and use it within different Zap workflows. It is like a “mini-Zap workflow” designed for specific, repeatable tasks that you can insert into any workflow. A sub-Zap allows you to manage and maintain these tasks in one place, streamlining your automation. Example You can use the Sub-Zap app to build reusable components like a set of steps to triage new sales leads: Create a contact in your CRM. Create a deal for that contact in your CRM. Send the contact a follow-up email. You can then share the sub-Zap with all salespeople in your company to use in their own workflows. Variables If you frequently map values like your email address, business address, or a link to your calendar, you can create and use a global variable to replace them. Global variables let you store static values that you can map to other fields in your Zap workflows. You can then reuse the same value anywhere you need it. When you update a variable, Zapier will automatically update its value everywhere it is mapped. You can also map system variables , which allow you to insert timestamps and Zapier-related IDs into a Zap step. Next steps Learn how to use: Looping to scale employee onboarding . Sub-Zap to automatically send prospect insights right to your reps . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36859586423565-Two-new-templates-for-AI-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/36859586423565-Two-new-templates-for-AI-by-Zapier", "title": "Two new templates for AI by Zapier", "help_title": "Two new templates for AI by Zapier", "slug": "_platform", "auth_signals": [], "text": "Two new templates for AI by Zapier! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2025 Two new templates for AI by Zapier! Updated October 03, 2025 15:31 AI by Zapier keeps getting easier to use! We've added two new templates to help you unlock the power of AI faster. Give it a URL and it can Transcribe: quickly transcribe text, audio, image, or video. Search: easily search for text, audio, image, video, or multimodal media types that you specify. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36713413544845-Big-changes-to-Zapier-Agents-and-planned-maintenance", "final_url": "https://help.zapier.com/hc/en-us/articles/36713413544845-Big-changes-to-Zapier-Agents-and-planned-maintenance", "title": "Big changes to Zapier Agents and planned maintenance", "help_title": "Big changes to Zapier Agents and planned maintenance", "slug": "_platform", "auth_signals": [], "text": "Big changes to Zapier Agents and planned maintenance &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2025 Big changes to Zapier Agents and planned maintenance Updated October 03, 2025 15:31 On May 22, 2025, Zapier Agents will change how the product works to make it easier to build autonomous agents. This article explains how these changes affect existing agents and behaviors. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. What is changing? From May 22, 2025, agents will move to focus on automation instead of chat. You can still chat with your agents, but the focus will be on providing them with automation tasks. As part of that move, behaviors will no longer exist. Each behavior will become an individual agent, and multiple agents can be grouped within a pod. New features As part of these changes, there are new features that will help you keep on top of your automations. Pods You can group your agents with similar workflows or tasks in the same pod to make it easier to review their activity separately from that of other agents. Activity and agents overview You will now be able to see all of your agents' activity in one place, the All activity screen. This screen lets you see if an agent has completed a task or if it requires your input. What happens with my current agents? If you have agents on Zapier Agents, they will be migrated to the new system, with the following structure:&nbsp; Agents If an agent has multiple behaviours, it will be split into separate agents–one for each behavior. These new agents will be part of a pod named after the original agent. Pods are groups of agents that perform similar tasks or workflows. If an agent has only one behavior or none, it will still be a standalone agent and not placed in a pod. When an agent includes both behaviors and chat tools (like web search or app actions), the system will create two agents: One agent will keep the original agent's name, chat history, and tools. The other agent will take the behavior’s name and keep any tools used in that behavior. Behaviors The system will create a separate agent for each behavior and name it after it. If the behavior comes from an agent with multiple behaviors, it will be placed in a pod named after that original agent.&nbsp; Chats You’ll find your previous chats with any agent in All Activity .&nbsp; Planned maintenance Scheduled maintenance will occur overnight between May 21 and May 22 (Eastern US Time to Pacific US Time) and is expected to last a few hours. Zapier will notify you via email once the system is live and ready to use. On May 22, the Zapier Agents documentation will also be updated to reflect these changes. Will my existing automations keep working? Yes. Your existing behaviours will automatically become agents. No action is required from you.&nbsp; Although agents will not run during the brief maintenance, any triggers occurring then will be queued and processed once Zapier is online again. Share feedback and get help If you have any questions or feedback about this update, you can contact our Support team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36818615050765-Organize-your-agents-in-pods", "final_url": "https://help.zapier.com/hc/en-us/articles/36818615050765-Organize-your-agents-in-pods", "title": "Organize your agents in pods", "help_title": "Organize your agents in pods", "slug": "_platform", "auth_signals": [], "text": "Organize your agents in pods &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Organize your agents in pods Updated April 27, 2026 10:41 In Zapier Agents , you can put agents with similar workflows or tasks in the same pod to make it easier to review their activity. Pods are spaces where you can group your agents. Create a new pod Go to the Zapier Agents home . From the left sidebar, click the + sign on the Pods section. A dialog box will open. Enter a name for the pod in the text field. Click Create pod . Select the checkbox beside the name of the agent you want to add to that pod. Click Add agents to pod . Click Skip if you do not want to add any agents. Note Agents can belong to multiple pods. Add an existing agent to a pod Go to the Zapier Agents home . Find the agent you want to add to a pod and click the menu icon . Click + Add to pod . A dialog box will open. Select the pod from the dropdown menu. Click Add . Remove a pod Go to the Zapier Agents home . From the left sidebar, click the name of your pod . Click the menu icon . Click Delete pod . A dialog box will open. Click Delete pod to confirm. Deleting a pod does not affect the agents within it or their activity. The agents in the pod remain available in your account and you can add them to other pods at any time. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36818595712397-Use-the-agent-s-default-tools", "final_url": "https://help.zapier.com/hc/en-us/articles/36818595712397-Use-the-agent-s-default-tools", "title": "Use the agent s default tools", "help_title": "Use the agent s default tools", "slug": "_platform", "auth_signals": [], "text": "Use the agent&#39;s default tools &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Use the agent&#39;s default tools Updated April 27, 2026 10:40 Your agents have tools that do not depend on external apps. These default tools are added to all agents, so you can ask the agent to visit a website or perform a web search without any further setup. Visit site This tool enables the agent to visit a specified URL and retrieve information from it. Note The agent cannot log in to websites. It can only visit publicly available pages. Web search The agent can perform a web search for a given term and retrieve the results it found. Using default tools To use a default tool, reference it in your agent's instructions field. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37270656664845-My-dropdown-menu-is-not-displaying-all-values", "final_url": "https://help.zapier.com/hc/en-us/articles/37270656664845-My-dropdown-menu-is-not-displaying-all-values", "title": "My dropdown menu is not displaying all values", "help_title": "My dropdown menu is not displaying all values", "slug": "_platform", "auth_signals": [], "text": "My dropdown menu is not displaying all values &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows My dropdown menu is not displaying all values Updated May 29, 2026 18:19 If you're looking for a specific option in a Zap field and cannot find it, it may be because the app is paginating its results. Learn how to load more results and find the ones you need. Causes The app is using pagination to limit the amount of data sent to Zapier. Pagination usually occurs in dropdown menus and trigger test records . Learn more about data pagination in Zap workflows. How to fix it If you cannot find an option in one of your fields, you can try the following: Load more In the Zap editor, try to load more pages of results. In the Zap editor, click to expand the affected step . Select the affected field to expand the dropdown menu. At the bottom of the dropdown menu, click + Load more . Each time you click this button, it'll load more values. You may need to click it several times until your value appears or all records are loaded. Use custom value If you know the ID of the value you want to use (the information that appears underneath each value in a dropdown menu field), you can enter it as a custom value . If you do not know the ID, you can add a search action step to your Zap. Then, map its output as a custom value. Still need help? If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36818633398157-App-connections-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/36818633398157-App-connections-on-Zapier", "title": "App connections on Zapier", "help_title": "App connections on Zapier", "slug": "_platform", "auth_signals": ["oauth", "api_key", "username_password"], "text": "App connections on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps App connections on Zapier Updated May 29, 2026 02:05 To create a Zapier workflow, you must connect your apps to Zapier. An app connection links to a single user account, and is reusable in multiple workflows. What data can Zapier access in my app connections? Zapier accesses only the data authorized for the account used in the app connection. Connecting an app to Zapier grants Zapier secure access to read and write data within that app. Zapier uses bank-level encryption to protect the credentials used to access your app accounts. Zapier only performs actions necessary to run your workflows in your app accounts. How does Zapier access my app connections? Zapier accesses app connections using the following authentication methods: OAuth 2.0 . API key . Basic authentication . Session authentication . Digest authentication . You grant Zapier access to your app’s data during the connection process. Zapier uses this access only for the data your workflows require. Refer to the app documentation for your app for more information on how to connect to Zapier. Who can create app connections? Anyone can create an app connection in Zapier. You can also share app connections with users of your Zapier account. Enterprise accounts can control which app connections are used in their accounts. Managing app connections Identifying and differentiating connections Zapier often displays usernames or email addresses to identify app connections. When these are unclear, you can rename them to be more descriptive. This can help describe their purpose or account type, like “Gmail — Marketing” or “Salesforce — Project Alpha.” Consistent naming conventions keep your workspace organized and prevent confusion. Review app connection names regularly to ensure they remain relevant. Organizing and maintaining connections When maintaining workflows, common tasks include reconnecting, replacing, transferring ownership of, and deleting connections. Each user can have up to 5,000 app connections. Maintain your connections by regularly reviewing and removing outdated or unnecessary ones. Learn more about managing your app connections . Common app authentication issues Authentication issues can occur due to several reasons: Incorrect credentials: Double-check your username and password for typos when connecting your app. Insufficient permissions: Ensure your app account has the necessary permissions and paid plan. You may need to contact the app’s administrator for assistance. Expired app connections: You must reconnect your app connection if your password changed recently or if your organization enforced additional security controls. Two-factor authentication (2FA): You cannot connect some apps if you enable 2FA. For more troubleshooting information, review these articles: Can’t access or use Zapier with other apps . App connection error: “Not authenticated” or “Unauthorized” ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37352087545485-Apps-monthly-round-up-April-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/37352087545485-Apps-monthly-round-up-April-2025", "title": "Apps monthly round up April 2025", "help_title": "Apps monthly round up April 2025", "slug": "_platform", "auth_signals": [], "text": "Apps monthly round up April 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2025 Apps monthly round up April 2025 Updated April 21, 2026 12:06 Asana We’ve fixed an issue where the Create Subtask action encountered an error when Markdown was included in the description. Calendly We’ve fixed an issue where testing the New Routing Form Submission trigger was not working. Dropbox We’ve added a Copy File action. Freshdesk We’ve added a Update Ticket action. The Create Ticket action now has additional input fields: Responder ID Status Source Group ID Product ID Tags Internal Agent ID Due by First Response due by We fixed an issue where the Find Ticket by ID search was not working properly GitLab The New Project Merge Request Event trigger now has the option to trigger only on events that are “merged”. We fixed an issue where the New Merge Request Comment trigger test records did not include all available output fields. Gmail We’ve added a Remove Label from Thread action . The Reply to Email action now has the option to include a signature. Google Drive We fixed an issue where the Copy File action was not working for files in shared drives. Google Sheets The Get Many Spreadsheet Rows (Advanced) search now supports up to 1500 rows. We fixed an issue where not all spreadsheets were showing up properly in the “Spreadsheet” dropdown menu. Intercom We fixed an issue where the New Unsubscription trigger was not loading test samples properly. Jira Software Cloud We fixed an issue where the New Issue trigger was getting an error when issues created in anonymous mode included an attachment. We fixed an issue where new account connections were getting an error because the “JIRA Cloud Site” was case-sensitive unnecessarily. Jotform We fixed an issue where the New Submission trigger’s test records did not return the correct format for output fields when a “Configurable List” field was used. Microsoft Outlook We added a Delete Contact action . The Microsoft Outlook app now supports files from .eml attachments (attachments within an attached email). We fixed two issues with the New Email trigger: Sometimes returning an error “ Error while retrieving: We could not find your function/array/object anywhere on your App definition ” for some attachments. Sometimes returning an error “ Error while hydrating data from Microsoft Outlook: undefined: Parsing OData Select and Expand failed: Could not find a property named 'contentId' on type 'microsoft.graph.attachment '” when an email had both an inline and file attachment. monday.com The Create Subitem action now supports adding values to the subitem’s fields. The Get Item by Column Value action now returns more that one result. We fixed an issue where the Create Item action was getting an error when mapping more than one value to a dependency field. Pipedrive We’ve added these new triggers: Person Deleted New Comments in Notes We’ve added these new actions: Update Product Add/Remove Deal Labels Add Discount to Deal Add Product Variation The Find Person search now checks all email addresses, not just the primary. The Find Organization search now returns all contacts linked to the organization. All triggers related to a “ Person ” now: Return all email addresses, not just the primary. Return field labels instead of IDs. Dropdowns menus now show options for custom fields available in Pipedrive. The Updated Person action now returns Custom Field (Multiple Options) as Option IDs. The Update Person and Update Product actions now allow you to clear a value of an input field. Enter null to a field to clear it. The Update Deal action now: Has a new input field “Expected Close Date”. Supports updating the “Source Channel” field. The Pipedrive integration now supports selecting multiple values for multi-select input fields. The Find Person , Create Person , and Update Person actions now support adding multiple labels. The Add Product to Deal action now has a “Discount” input field that accepts decimal values. The Find Organization search now returns all contacts linked to the organization The Add Product to Deal action now has line-item support. We’ve addressed several issues impacting Pipedrive triggers: The New Project trigger now triggers consistently for Pipedrive accounts with large amounts of projects. It also does not return old projects. The Updated Person trigger consistently provides data for test records and live runs. The Updated Deal trigger no longer sends duplicate records. Quickbase We’ve added a New or Updated Record trigger . QuickBooks Online We’ve added an Update Vendor action. The Find Sales Receipt search now can also search by Customer Name or Sales Receipt Number. Reddit We’ve added a Create Comment action . The New Post or Comment Matching Search trigger now supports multiple search queries. ServiceTitan We’ve added a Cancel Appointment action. The Create Non Job Appointments action now has additional input fields including support for multi-day appointments We fixed a number of ServiceTitan issues: The New Payment trigger now triggers on all new payments, not just 50 payments. The Attach Job action was incorrectly showing an error when the action ran successfully. The Create Purchase Order action was missing some required input fields, those now display as expected. The New Job trigger was inconsistently triggering, now triggers on all new jobs. now consistently triggers Shopify We’ve added a: Updated Draft Order trigger. Update Inventory Item action. We fixed an issue with the Updated Draft Order when it was getting an error when a note was included on the order. Slack We added a Request Approval action. Learn how to create a Slack approval bot and interact with it . We fixed the issue where ~~t~~ he Request Approval action defaulted to having a “Decline” button but was not properly showing the decline button options. The New Message Posted to Channel and New Message Posted to Private Channel triggers were not properly returning a message when testing the trigger for some channels. Smartsheet We’ve added a Find Attachment search. The Updated Row trigger now has the option to watch for changes on a specific column. We fixed an issue with the New Attachment trigger where attached file objects were not included. Webflow We’ve added a: New Comment trigger New Resolved Comment Thread trigger The Update Live Item action now has the option to archive an item. WordPress We’ve added a Update User action Zendesk The Create Ticket action now supports “Lookup Relationship” fields. Zendesk Sell The Find Contact search now has a “Phone” input field to search by phone number. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37518970271245-What-is-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/37518970271245-What-is-Zapier", "title": "What is Zapier", "help_title": "What is Zapier", "slug": "_platform", "auth_signals": [], "text": "What is Zapier? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Getting started Intro to Zapier What is Zapier? Updated July 08, 2026 00:26 Zapier is the infrastructure for AI-powered automation. It connects your apps, data, and processes to the AI models your team already uses—from ChatGPT, Claude, Gemini, and more—so everyone can build wherever they work, while Zapier runs and governs it all from one place. Zapier offers no-, low-, and full-code tools with a library of 9,000+ apps , plus the ability to build your own custom actions and private apps . You can build end-to-end systems for your business like IT helpdesks, onboarding flows, and lead routing, without switching tools. Zapier products Workflows Zap workflows connect your apps using a trigger-and-action model: when something happens in one app, Zapier takes action in others. You can add AI by Zapier steps to use AI models directly in your Zaps to do things like summarize, classify, draft, or make decisions, or build AI agents that work across your apps autonomously. Other popular features include filters, paths, loops, webhooks, and scheduling. MCP Zapier MCP connects your AI clients—like Claude, ChatGPT, Cursor, and others—to your apps in Zapier. Set it up once, then your AI can take action in Gmail, Slack, Salesforce, and 9,000+ other apps on demand, directly from your AI conversations. It’s available on all Zapier plans. SDK Zapier SDK gives coding agents and developers authenticated access to 9,000+ apps through code. Use it when you need an agent to write logic, call APIs, and chain multi-step actions programmatically, including raw API access for 3,000+ apps. Zapier handles authentication, token refresh, and rate limits. It’s free during open beta. Tables Tables is a database built for automation. Store, manage, and act on your data, and use it as a knowledge source for AI steps in your Zaps. Developer Platform Powered by Zapier is for companies that want to embed automation in their own products. Use Zapier's Workflow API and 9,000+ integrations to give your users a built-in automation or AI workflow experience without having to build or maintain the integrations yourself. Zapier handles authentication, infrastructure, and end-user support. Zapier plans Zapier offers four plans. Free and Pro are single-user accounts. Team and Enterprise are multi-user. Free - A single-user account for individuals getting started. It includes basic Zaps and limited tasks. Pro - A single-user account for power users. It includes everything in Free, plus extras like webhooks, paths, autoreplay, and shorter polling intervals. Team - A multi-user account for teams building together. It includes everything in Pro, plus extras like shared workspaces, multiple users, and SSO. Enterprise - A multi-user account for organizations that need more admin controls. It includes everything in Team, plus extras like the features listed below. For full plan details, visit Zapier's pricing page . Enterprise plan features Enterprise is built for governing AI and automation at scale: set the rules once and let everyone build safely, with control and visibility across workflows, agents, and MCP. It adds admin and security controls not available on other plans: Analytics dashboards . Audit logs . Advanced app controls . Custom error notifications . User roles and permissions . User provisioning with SCIM . Single sign-on with SAML . Domain capture . Custom data retention . SOC II and III certification . Learn more To learn more about how to use Zapier, check out: How to build an automated system on Zapier : read how to take the first steps with Zap workflows. Building ideal workflows : explore Zapier's in-person, online, and on-demand events to discover new ways to achieve more with automation. Customer stories : learn how other Zapier users are building on Zapier. Use case templates : find a use case template to help you get started. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36818600959501-Understand-your-agent-s-statuses", "final_url": "https://help.zapier.com/hc/en-us/articles/36818600959501-Understand-your-agent-s-statuses", "title": "Understand your agent s statuses", "help_title": "Understand your agent s statuses", "slug": "_platform", "auth_signals": [], "text": "Understand your agent&#39;s statuses &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Understand your agent&#39;s statuses Updated April 27, 2026 10:41 Once you’ve set up your agent , you’ll want to understand their activity status. This will let you know if they've finished responding to your request or if they need your input. There are six possible statuses: Needs action In progress Failed Cancelled Completed Test The status is displayed as a label on the activity row, in either your agent's Activity page or the All activity page. Needs action This status means that the agent requires your input to continue running. This can happen for a few reasons: An error occurred while automating a task, such as an expired connection to an app or a necessary document being deleted. The agent is unsure about some of the instructions and wants you to clarify them. You've asked the agent to request your input or approval before proceeding. In progress The agent is carrying out an assigned task. Failed The agent could not complete a task. Cancelled You cancelled the task. Completed The agent finished the task. Test The activity is related to agent testing. This status can appear together with any of the other ones. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37454233721869-How-to-troubleshoot-held-Zap-or-step-runs", "final_url": "https://help.zapier.com/hc/en-us/articles/37454233721869-How-to-troubleshoot-held-Zap-or-step-runs", "title": "How to troubleshoot held Zap or step runs", "help_title": "How to troubleshoot held Zap or step runs", "slug": "_platform", "auth_signals": ["premium"], "text": "How to troubleshoot held Zap or step runs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows How to troubleshoot held Zap or step runs Updated May 29, 2026 18:19 If your Zap or step run is held , it can be due to several causes. This article explains how to troubleshoot held runs. Causes Held statuses can be caused by: Too much data : when Zapier checked for new data, too many steps (100+) were triggered. This is called “ flood protection \" and prevents your Zap from accidentally using a large number of tasks. Disconnected app : one of the app accounts used in the Zap is disconnected. Task limit reached : the account reached the task limit for its plan or used a premium app that is not available in your Zapier plan. Payment issue : the payment information on the account expired and must be updated. App access policy : in Team or Enterprise accounts , the Zapier account owner or admin has limited the use of the app , and you do not have permission to use it. This can happen when: The app is on the account's restricted apps list (open policy). The app is not on the allowed apps list (closed policy). An admin switched from restricted apps to allowed apps, and the app was not added to the allowed list. Step limit reached : the Zap has more than 100 steps . How to fix it Too much data Use a delay after queue action to run tasks at a slower pace. After your Zap triggers, it will add actions to the queue, which are then processed one by one in the order they were added. Disconnected app Reconnect the app account , then replay your held Zap run. Task limit reached Upgrade your Zapier plan , then replay your held Zap run. Payment issue Update your payment method , then replay your held Zap run. App access policy The solution depends on your account's app access policy: If your account uses restricted apps (open policy): Ask your account owner or admin to remove the app from the restricted list, or add an exception for your member account or team. If your account uses allowed apps (closed policy): Ask your account owner or admin to add the app to the allowed list . If your admin recently switched policies: The app may not yet be on the new allowed list. Ask your admin to add it. Once the app is permitted, replay your held Zap run. Note App access policies affect both Zap workflows and Agents . If an Agent uses an app that is restricted, or not on the allowed list, it may not run as expected. Step limit reached Split your workflow into 2 or more Zap workflows. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37562074726029-Now-available-sequential-path-runs", "final_url": "https://help.zapier.com/hc/en-us/articles/37562074726029-Now-available-sequential-path-runs", "title": "Now available sequential path runs", "help_title": "Now available sequential path runs", "slug": "_platform", "auth_signals": [], "text": "Now available: sequential path runs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2025 Now available: sequential path runs Updated May 29, 2026 18:16 Right now, all branches in a Paths step run at the same time. Now, we’re excited to announce that you can run them sequentially instead! In your Zap’s advanced settings, you can opt into the new experience in the Path execution settings section by selecting Sequential execution . When you do, your Zap’s Paths branches will run one after another in the order they appear in the Zap editor (left to right). This does not change the conditional logic of your Paths branches. Sequential execution unlocks big benefits for you: The ability to run branches in the order you want. Fewer rate limiting errors since only one branch will run at a time. Easier troubleshooting because Paths will run in a clear, predictable order. Beginning in July, we will begin updating your Zap workflows to use sequential execution. You will receive an email notification ahead of time and will still be able to switch back to parallel execution until later this year. At that time, we will deprecate parallel execution and make sequential execution the only option. Learn more about sequential execution . Parallel execution Sequential execution Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/36606521426829-Create-workspaces-in-your-organization", "final_url": "https://help.zapier.com/hc/en-us/articles/36606521426829-Create-workspaces-in-your-organization", "title": "Create workspaces in your organization", "help_title": "Create workspaces in your organization", "slug": "_platform", "auth_signals": [], "text": "Create workspaces in your organization &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Organizations and workspaces in Enterprise accounts Create workspaces in your organization Updated June 30, 2026 14:40 Learn how to set up workspace names, configure task limits, and organize your workspace account. Available on plans: Free Professional Team Enterprise Prerequisites To create a workspace, your account requires one of the following roles : Super admin. Owner. Create a workspace In your organization account: Go to the Admin Center's Workspaces page . Click Create workspace . A dialog box will appear. In the Workspace name field, enter a name for the workspace. Tip Ensure your workspace naming is consistent across all workspaces in your organization. Click the Workspace task limits field to open the dropdown menu. Select a task limit setting: - No task limit : Zap workflows in this workspace will keep running after you reach your plan's task limit. Pay-per-task billing will begin when tasks exceed the plan limit. Click Create . Set task limit : Zap workflows in this workspace will be held once your workspace reaches the task limit that you set. In the Task limit field, enter a number (up to your organization's total task limit). Click Create . Click Yes, set task limit to confirm. Limitations Workspaces cannot be deleted once created. To prevent a workspace from running any tasks, set its task limit to 0. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37634766772109-How-promotions-work-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/37634766772109-How-promotions-work-in-Zapier", "title": "How promotions work in Zapier", "help_title": "How promotions work in Zapier", "slug": "_platform", "auth_signals": [], "text": "How promotions work in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing How promotions work in Zapier Updated August 04, 2026 08:51 Promotions are a special type of time-limited offer from Zapier and our partners. When you participate in a promotion, you receive a certain number of tasks that you can use for free. These tasks do not count towards your existing Zapier plan’s task usage. Where can I find these special offers? Product updates (in the Help Center). The Zapier Deals page . Where else does Zapier talk about these offers? Promotional emails from Zapier. Zapier’s social media channels. In the Zapier blog . Eligibility Eligibility for promotion tasks will differ depending on the specific offer. The rules for each offer are in its release notes, which are available in Product updates and on the Zapier Deals page . Where can I view my promotion tasks usage? To view your promotional task usage: Go to the Billing and usage settings. Click the Usage insights tab. Learn more about usage insights . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37637699972621-Important-changes-to-Shopify-s-Updated-Tag-in-Order-trigger", "final_url": "https://help.zapier.com/hc/en-us/articles/37637699972621-Important-changes-to-Shopify-s-Updated-Tag-in-Order-trigger", "title": "Important changes to Shopify s Updated Tag in Order trigger", "help_title": "Important changes to Shopify s Updated Tag in Order trigger", "slug": "_platform", "auth_signals": [], "text": "Important changes to Shopify’s Updated Tag in Order trigger &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2025 Important changes to Shopify’s Updated Tag in Order trigger Updated May 29, 2026 18:16 We’ve identified a defect in the Shopify's Updated Tag in Order trigger. This bug causes the trigger to run on every order update, regardless of whether the tags associated with the other have actually changed. After thorough review, we’ve determined that a fix to enable the trigger to function as originally intended is not feasible. What that means for you Due to this limitation, as of July 3, 2025, we are implementing the following changes: New Zap workflows: You can no longer add the Updated Tag in Order trigger to Zap workflows. Existing Zap workflows: This trigger will continue to function in your existing Zap workflows. However, be aware that it will continue to trigger on all order updates, even when tags have not been modified. Recommendations Zapier strongly recommends transitioning to the Updated Order trigger for your Zap workflows. This trigger allows for more robust and accurate automation. You can then implement conditional or branching logic within your Zap workflows to specifically check for tag changes, ensuring your workflows only execute when relevant updates are offered. We’re sorry if this causes any trouble for you. We’re always working to make our tools better for you. If you have any questions or need help, reach out to Zapier Support . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37872367206541-Apps-monthly-roundup-May-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/37872367206541-Apps-monthly-roundup-May-2025", "title": "Apps monthly roundup May 2025", "help_title": "Apps monthly roundup May 2025", "slug": "_platform", "auth_signals": [], "text": "Apps monthly roundup May 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2025 Apps monthly roundup May 2025 Updated July 07, 2025 12:25 BambooHR We’ve added a Terminated Employee trigger. The BambooHR integration now supports custom fields. Freshdesk The New Ticket trigger now returns these new output fields: requester email description Gmail The New Labeled Email trigger no longer triggers on replies to an email that previously triggered the Zap. We fixed a number of Gmail issues: Duplicate messages were sent to email addresses in the BCC field. Formatting of the message body was incorrectly adding extra new lines. Improved support for message body text in encodings other than UTF-8. Google Drive We fixed the issue where the Upload File action was getting an error when uploading to a shared drive. HubSpot We fixed the issue where the Find Associations search was incorrectly being marked as successful when no associations were found. Instagram for Business We’ve added a Publish Video action. The Publish Photo action now supports uploading multiple media items. Intercom We’ve added an Updated Company trigger. The Update Ticket action now supports custom fields. We fixed these issues: The New Conversation Rating trigger was sometimes returning the error message&nbsp; “ TypeError: Cannot read properties of undefined (reading 'item') ”. When using the New User trigger, it was returning an error when new users were created with a mobile device. Jira Software Cloud We fixed the issue where the Find Issues (Via JQL) search was sometimes returning a 401 Unauthorized error. Microsoft Dynamics 365 We’ve added a Find Multiple Leads search. The Find Contact search now supports the option to filter based on a company name. The Find Opportunity search now supports the option to filter based on a contact ID. The Create Incident action now has a new “Owner” input field. Microsoft Office 365 The New Email trigger now includes attachments as individual files (in addition to a single zip file). The Send Email action now has a new “From Email” input field. We fixed an issue with where the New Email trigger was incorrectly triggering on sent emails from a shared inbox. PayPal We’ve added a Canceled Recurring Payment trigger. We’ve added these new actions: Create Payment Create Invoice Send Invoice Pipedrive The Create Note action now has new input fields: Project Pin note to organization The Create Lead action now has a new input field “Source Channel ID”. The Find Product and Find Product(s) actions now have an option to only search for an exact match. This allows you to have more precise searches. The Add Product to Deal action now supports using a decimal value in the “Tax” and “Quantity” input fields. Also you have the option to add billing frequency information. The Updated Deal action now includes the contents of the comments left when a deal is won or lost. The Find Deal search now returns metadata including “next activity type”. We’ve added the input field “smart BCC email” for all deal-related actions. We fixed a number of issues, including: Custom fields for the Updated Deal Stage trigger were not displaying option names (only IDs). Testing the Create Person action with a “Marketing Status” selected resulted in an error. ord_idowner_id and visible_to input fields were not being sent to Pipedrive correctly. The Find Deal search sometimes included outdated information. The Attach File action sometimes changed the file type. The Create Person action resulted in an error when including postal address information. The Create Deal action resulted in an error when Products were disabled in Pipedrive. The Find Person search was not searching across all fields for similar matches (fuzzy). Podio We’ve added the Attach File action QuickBooks Online We’ve added the Attach File(s) or Note action We’ve added the Invoice Emailed trigger The Create Journal Entry action now has an option to automatically generate a journal entry number. Reddit The Create Post action now has the option to include “Flair” information in your posts. The New Post Matching Search trigger now returns the “Flair” output field. We fixed an issue where the Reddit account connection was not automatically reconnecting. Salesforce We fixed an issue where a file included with the New Record trigger was incorrectly converted to an unusable file. ServiceTitan We’ve added these new triggers: New Equipment Updated Equipment New Call Updated Call The New Job trigger now shows the available “Jobs IDs” options with the job label instead of an ID number. The New Estimates and Updated Estimates triggers now have additional options to specify which appointments to trigger on. We fixed a number of issues, including: The New Customer trigger was not activating solely for customers matching the selected tag. The New Job trigger was incorrectly activating for jobs previously assigned to a different technician. The New Estimate trigger was not activating for all estimates; we've added timeframe options to resolve this. The New Appointment trigger was not activating for all appointments; we've added more specific options to resolve this. Shopify We’ve added the New Company trigger. Slack The Request Approval action now includes options to: Add the message to a thread. Automatically include a Zap link in the message. Post in direct messages. The Set Channel Topic action now allows a bot to post the topic change, in addition to the connected Slack user. We fixed these issues: Testing the New Reaction Added trigger was not working. Testing the New Mention trigger was sometimes returning a message.channel.startsWith is not a function error. The New Message Posted to Private Channel trigger was activating for edited messages instead of new messages and returning a message_not_found error. Smartsheet We’ve fixed these issues: The Updated Row trigger sometimes returned an “Invalid Content-Type header. Media type not supported.\" error when turning on a Zap. The Updated Row trigger (new version) was not returning all cells for the row. Squarespace Commerce We’ve added these new triggers: New Order Updated Order New Transaction New Profile Xero We fixed an issue where the Updated Sales Invoice trigger was sometimes causing an error ( \"Error while hydrating data from Xero: Cannot read properties of undefined (reading 'Changes')\" ). YouTube We’ve added a Find Video search. We’ve added an Add Video to Playlist action. We’ve added a New Comment on Video trigger. We’ve added a New Live Stream trigger. The YouTube Upload Video action now has additional input fields for thumbnails, language options, recording date/location, and other advanced settings. We fixed an issue where the New Video in Playlist trigger was not working for playlists with more than 50 videos. We fixed an issue where the Upload Video action was not properly using the “Made for Kids” setting. Zendesk We fixed an issue where the New Tag Added to Ticket trigger was activating multiple times for the same ticket when a single tag was added. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37717572014861-Get-usage-insights-for-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/37717572014861-Get-usage-insights-for-your-Zap-workflows", "title": "Get usage insights for your Zap workflows", "help_title": "Get usage insights for your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Get usage insights for your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Get usage insights for your Zap workflows Updated June 26, 2026 06:47 The Usage insights tab displays how you're using tasks throughout the current billing cycle. In this tutorial, you'll learn how to access the tab and understand the information it displays, so you can monitor your usage and keep your critical workflows running. Available on plans: Free Professional Team Enterprise Before you begin On Team and Enterprise plans, the Usage insights tab is available to specific roles: Plan Roles with access Team Admin, Owner Enterprise Admin, Super Admin, Owner Where can I find the Usage insights tab? You can find the tab in the Billing and usage settings. Go to the Billing and usage settings. Click the Usage insights tab. What information is available in the tab? The Usage insights tab displays two sets of information: A graph showing task usage as a line, plotting the number of tasks used per day within the current billing period. A table displaying the usage by type, with one row for plan-included tasks and one for pay-per-task billing. Task usage graph On the graph, you can find the number of billable tasks used each day during the current billing period. You can find the total billable tasks at the top right. The maximum number of tasks displayed on the Y axis will depend on your plan and whether you have pay-per-task billing enabled for your account. Table with usage by type This table displays: The type of task used. The number of tasks used. The price per unit. The estimated cost. This information is broken into different types of usage: Tasks included in the plan. Pay-per-task billing . Promotional tasks . Note Pay-per-task billing and promotional tasks will only appear if: You turn on pay-per-task billing. You've met the eligibility for promotional tasks . Projections and alerts When your account reaches 80% of your total tasks for that billing period, the usage graph will display a projection of future task usage. This is an estimate of how many more tasks you might use before the end of that period. You'll also receive alerts on the screen when it reaches 80% and 100% of your task limit. You can then upgrade your plan or, if you have not used it yet, turn on pay-per-task billing . Limitations The data on the Usage insights tab may differ from task usage displayed on your Task history , because: The graph only displays the current billing period in the UTC time zone. Your profile may have set a different time zone, and your task history may display a different date range. This tab only displays billable items. This means that tasks that are not charged will not be accounted for in usage insights. Next steps You can now monitor your task usage directly from the Usage insights tab. Learn which actions count as billable tasks . Keep your Zap workflows running after you reach your plan limit by turning on pay-per-task billing . Upgrade your plan if you consistently reach your task limit. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37902635257101-Call-an-agent-from-another-agent", "final_url": "https://help.zapier.com/hc/en-us/articles/37902635257101-Call-an-agent-from-another-agent", "title": "Call an agent from another agent", "help_title": "Call an agent from another agent", "slug": "_platform", "auth_signals": [], "text": "Call an agent from another agent &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Call an agent from another agent Updated April 27, 2026 10:40 In Zapier Agents , you can ask your agent to call another agent. This action lets you break down complex tasks into smaller ones. Agents carry these tasks out independently, and the main agent organizes the results. Add a Call an agent action From the Zapier Agents home , select your agent . Learn how to start a new agent . In the section Tools this agent can use , click + Add Tool . A dialog box will open. Select Call an agent . From the list, select the agent you want to call. Add any other actions , knowledge sources, or instructions for your agent. Once you insert a Call an agent action, it will appear as a text pill in the Instructions to follow field. To provide better context to the agent, move it to wherever you want that agent to be called. Note Agents can be triggered both by their existing trigger and by a Call an agent action. You do not need to change the trigger of an agent to use it with this action. Best practices when calling agents The main agent is the one that calls other agents and uses the results of their instructions. To ensure it completes the work successfully: The agent calls other agents in the order they appear. Write all instructions for the main agent in the order that they need to be completed. For better performance, limit agent calls to fewer than 5 per main agent. If another agent is performing a task, do not include it in the main agent's instructions. Next steps Once you build your main agent and connect it to others, add all agents to a pod to make it easier to manage your related agents. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38037149033997-App-monthly-roundup-June-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/38037149033997-App-monthly-roundup-June-2025", "title": "App monthly roundup June 2025", "help_title": "App monthly roundup June 2025", "slug": "_platform", "auth_signals": [], "text": "App monthly roundup June 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: June 2025 App monthly roundup June 2025 Updated March 31, 2026 16:20 Airtable We’ve added these new searches: Find Record by ID Find Table by ID Find Base Find Table Asana We’ve added a Find Comments for Task search . The Task Moved to Section trigger now includes attachments or files attached to the task. Facebook Conversions The Send Lead Event action now includes Pixels that have been shared with the connected account. GitHub We’ve added these new actions: Create or Update File Create Branch Find Branch Gmail The Reply to Email action now has a new input field “Subject” to customize the subject line of the email reply. We fixed the issue where the capitalization of the output field Message-Id was not consistent. We fixed the issue where newly created labels were showing as their ID number instead of the name of the label. Google Ads We fixed where the Send Offline Conversion action was getting an error when the timezone for the timestamp provided was not formatted properly. Google Calendar We’ve added the Find Busy Periods in Calendar search . The Find Multiple Events search now has the option to filter to specific event types (Out of Office, Birthday, Focus Time, From Gmail, and Working Location). Google Docs The Google Docs integration now supports documents in Team Drives. The Update Spreadsheet Row action now supports formatting options like background colors, text colors, bold, italics, and strikethrough text. We fixed an issue where the Create Document From Text action was not properly identifying and applying HTML-formatted text when creating a document. Intercom The New Conversation Rating trigger now includes the “Conversation Web Link” output value. Microsoft Teams We fixed an issue where all “Team Members” dropdown fields were only loading up to 999 team members. OneDrive We fixed two issues where: The Upload File action would sometimes return an unauthenticated or refresh auth error message. The Find File search was not working for shared files. PayPal We’ve added a Billing Subscription Webhooks trigger. The Payment Sale Webhooks trigger now pulls in real data when testing the trigger. We’ve fixed an issue where the Payment Sale Webhooks trigger was returning an Error while hydrating data from PayPal: key must be a string error. Pipedrive We fixed an issue where the Updated Deal trigger was triggering on all updates even when a specific “Field to Watch” was specified. Pipefy We’ve added a Find Database Records search. QuickBooks Online We’ve added a Find Purchase (Expense) search. The Attach File(s) or Note action now supports adding notes to journal entries. Shopify We fixed an issue where the Update Customer action was intermittently returning an email_marketing_consent: Opt in level must exist error. Slack We’ve added these searches: Get Message Get Conversation Get Message Permalink The Slack integration has been updated to all dropdowns with a list of emoji also include all standard emoji (in addition to the connected workspace’s custom emojis). We’ve fixed two issues: The Request Approval action setting for specific approvers was not allowing some of those approvers to click the “Approve” button properly The New Reaction Added trigger was not triggering when the “Conversation” input field was left blank. Smartsheet The Find Sheet Row search now includes the values of the cells for the found row(s). Telegram We’ve added a New Message trigger. We’ve added a Send Photo action . Trello We’ve added these searches: Find Action by ID Find Board by ID Find Label by ID Find Organization by ID Find Member by ID Find List by ID Find Checklist Item by ID Find Checklist by ID Find Card Attachments by Card ID Find Card by ID The Create Card action now supports adding more than one label to the created card. YouTube We fixed an issue where the Get Report search was getting a 403 error despite the connected account being an owner for the selected channel. Zendesk We’ve added a New Suspended Ticket trigger. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38135862919949-Change-ownership-of-your-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/38135862919949-Change-ownership-of-your-chatbot", "title": "Change ownership of your chatbot", "help_title": "Change ownership of your chatbot", "slug": "_platform", "auth_signals": [], "text": "Change ownership of your chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Change ownership of your chatbot Updated July 01, 2026 10:18 You can change ownership of a chatbot in Zapier Chatbots to another user in your Zapier account. This option is only available to users on Team or Enterprise plans. Available on plans: Free Pro Advanced Prerequisites You must be a member of a Zapier account on a Team or Enterprise plan. You must be the current chatbot owner, the Zapier account Owner , or (on the Enterprise plan) a Super admin . Change ownership of a chatbot When you change ownership of a chatbot, only that chatbot is assigned to the new owner. To change the owner of a chatbot in your Zapier account: From the Chatbots home , click the menu icon beside your chatbot name . Click Change owner . A dialog box will appear. Click Manage your connections to share any connections that are part of the chatbot. All linked assets will appear in this dialog box. Click the asset name to open it in a new window or tab and change its ownership, if necessary. In the New owner field, start typing to filter the dropdown menu. Once you find it, select the name of the member you want to transfer ownership to. Click Change owner to save changes. Once you change ownership of the chatbot, you can only view it if you are the Zapier account Owner or (on the Enterprise plan) a Super admin . Note You cannot undo ownership changes. Always verify the name of the person before transferring. (Optional) Change ownership of associated assets If your chatbot has any linked assets, you must change their ownership separately: Change ownership of shared Zap workflows. Change ownership of a table . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/37982571569421-What-is-a-premium-app", "final_url": "https://help.zapier.com/hc/en-us/articles/37982571569421-What-is-a-premium-app", "title": "What is a premium app", "help_title": "What is a premium app", "slug": "_platform", "auth_signals": ["premium"], "text": "What is a premium app? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier About apps What is a premium app? Updated May 29, 2026 01:18 Premium apps on Zapier are only available to users on a paid Zapier plan or while on a free trial . Some premium apps may also require an additional paid plan on the app’s own platform as well. Check your app’s pricing plan to find if Zapier or API access requires a separate subscription. How do I identify a premium app? A complete list of premium apps can be found in Zapier's app directory . They’re marked with a “Premium” app tag . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38263071010445-What-happens-if-you-exceed-your-plan-s-knowledge-source-limit", "final_url": "https://help.zapier.com/hc/en-us/articles/38263071010445-What-happens-if-you-exceed-your-plan-s-knowledge-source-limit", "title": "What happens if you exceed your plan s knowledge source limit", "help_title": "What happens if you exceed your plan s knowledge source limit", "slug": "_platform", "auth_signals": [], "text": "What happens if you exceed your plan&#39;s knowledge source limit &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Troubleshoot chatbots What happens if you exceed your plan&#39;s knowledge source limit Updated March 31, 2026 19:50 Each Chatbots plan has a different size limit for knowledge sources , measured in bytes. Learn how to check your knowledge source usage . If you reach the limit for your plan: You will not be able to add new knowledge sources. Scheduled syncs that exceed the limit will be disabled. Manual syncs will error if they exceed the knowledge source limit. To fix this issue, you can: Upgrade your plan to get access to a larger knowledge source limit. Remove an existing knowledge source. For text-based files ( .csv , .txt , and .json ), processing can slightly increase the file size. Trim the file content so it stays well under your plan's limit. Learn more about how knowledge sources are measured . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38215656607757-What-is-Zapier-Copilot", "final_url": "https://help.zapier.com/hc/en-us/articles/38215656607757-What-is-Zapier-Copilot", "title": "What is Zapier Copilot", "help_title": "What is Zapier Copilot", "slug": "_platform", "auth_signals": [], "text": "What is Zapier Copilot? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Copilot What is Zapier Copilot? Updated May 29, 2026 18:18 Zapier Copilot is an AI-powered assistant that works across all Zapier products to help you discover automation use cases, build, expand, and maintain your assets. Beta This feature is in open beta release. It’s available for use but is still in active development and may change. What can Zapier Copilot do? You can ask Zapier Copilot for help using plain language, such as “I want to add a new field to my table\" or \"Add a Zap step to send a Slack message,\" and Zapier Copilot will walk you through or complete the work on your behalf. Zapier Copilot works across all Zapier products, so it can support you throughout complete automation scenarios. Learn how to prompt AI in Zapier . Example You can enter prompts like: In a Zap : “When a customer makes a payment in Quickbooks, find the customer's open deal in Hubspot, then mark it as closed.” In Canvas : “Add a new step to send me a notification in Slack.” In Functions : “Add a new trigger to my function using a New Spreadsheet Row trigger.” Where is Zapier Copilot available? Zapier Copilot is available in: The search bar on your Zapier home page. Zap workflows . Forms . Canvas . Tables . Agents . Functions . On the Zapier Get help page. Zapier Copilot usage Plan task usage While building and testing with Zapier Copilot, you will not use any of your plan's tasks or add-ons . Tasks and add-ons are only charged once you're using a Zapier product live. To ensure you use tasks and add-ons efficiently, thoroughly test your workflows before running them live to prevent things like unintentional Zap loops or unnecessary or incorrect steps. Copilot message limits If you’re on a Free Zapier plan , there is a daily limit to how many Copilot messages you can send. You will see a warning in Copilot when you approach 80% of your maximum usage. The limit resets daily at 12:00 AM UTC. This limit only applies when you use Copilot to build within a Zapier product, like in Zap workflows. There are no limits when you use Zapier Support’s Copilot on the Zapier Get help page. To use Copilot efficiently, you can: Use shorter inputs in the chat. Switch to Ask mode to selectively ask Copilot to run tasks for you. Run tests manually instead of asking Copilot to do everything for you. Clear the chat more frequently to reduce Copilot’s context window. Use a pro trial or upgrade your account. Learn more about how you can use Zapier Copilot to build your workflows . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38263253003533-How-to-structure-a-knowledge-source-file", "final_url": "https://help.zapier.com/hc/en-us/articles/38263253003533-How-to-structure-a-knowledge-source-file", "title": "How to structure a knowledge source file", "help_title": "How to structure a knowledge source file", "slug": "_platform", "auth_signals": [], "text": "How to structure a knowledge source file &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots How to structure a knowledge source file Updated February 17, 2026 12:28 Zapier Chatbots breaks knowledge source information into smaller chunks so the chatbot can efficiently use the most relevant information during a conversation.&nbsp; When using files, the most effective way to structure your knowledge source is to group related information together. See below how the chatbot will use information in different knowledge source types: Structured data (such as CSV, JSON and Zapier Tables): the chatbot assumes information in the same row is related (this includes multiple columns). So information in cells A1, B1, and C1 would be grouped as a related chunk of knowledge for the chatbot. Unstructured file (such as PDF, DOC and TXT): the chatbot looks for a double return space to indicate separate pieces of information. Placing related information within a paragraph together with the header can help improve answer accuracy. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38136417058061-You-can-now-transfer-ownership-of-a-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/38136417058061-You-can-now-transfer-ownership-of-a-chatbot", "title": "You can now transfer ownership of a chatbot", "help_title": "You can now transfer ownership of a chatbot", "slug": "_platform", "auth_signals": [], "text": "You can now transfer ownership of a chatbot! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2025 You can now transfer ownership of a chatbot! Updated October 03, 2025 15:31 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We're excited to announce a new feature for Zapier Chatbots: you can now change ownership of a chatbot to another user in your Zapier account. This option is available to members on Team and Enterprise plans, making it easier to manage chatbots as your team grows or roles change.&nbsp; To get started, visit your Chatbots home , select the chatbot, and choose 'Change owner' from the menu. Follow the prompts to select the new owner and manage any linked assets. For full details and step-by-step instructions, check out the tutorial: Change ownership of your chatbot . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38445061177229-New-Raw-Step-field-returns-a-step-s-entire-output-in-a-single-value", "final_url": "https://help.zapier.com/hc/en-us/articles/38445061177229-New-Raw-Step-field-returns-a-step-s-entire-output-in-a-single-value", "title": "New Raw Step field returns a step s entire output in a single value", "help_title": "New Raw Step field returns a step s entire output in a single value", "slug": "_platform", "auth_signals": [], "text": "New Raw Step field returns a step&#39;s entire output in a single value &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 New Raw Step field returns a step&#39;s entire output in a single value Updated October 03, 2025 15:31 You can now map the entire output of a step, instead of just individual fields. All steps return the entire output of a step in a single value via the&nbsp; Step Output field. Its helpful to map to AI-powered, Tables, and any other steps and features that prefer full context and structured data. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38612159913229-Custom-Actions-now-support-2-500-apps", "final_url": "https://help.zapier.com/hc/en-us/articles/38612159913229-Custom-Actions-now-support-2-500-apps", "title": "Custom Actions now support 2 500 apps", "help_title": "Custom Actions now support 2 500 apps", "slug": "_platform", "auth_signals": [], "text": "Custom Actions now support 2,500+ apps! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2025 Custom Actions now support 2,500+ apps! Updated October 03, 2025 15:31 We’ve significantly expanded the power of Custom Actions , bringing the total number of supported apps to over 2,500! This update gives you even more flexibility to build custom workflows across your favourite apps.&nbsp; To find out if your app is supported, read our Help Center guide . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38263037518733-Check-your-knowledge-source-usage", "final_url": "https://help.zapier.com/hc/en-us/articles/38263037518733-Check-your-knowledge-source-usage", "title": "Check your knowledge source usage", "help_title": "Check your knowledge source usage", "slug": "_platform", "auth_signals": [], "text": "Check your knowledge source usage &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Check your knowledge source usage Updated February 17, 2026 12:27 Knowledge sources in Zapier Chatbots can be files, webpages, apps, or tables. The amount of information you can use as a knowledge source depends on your plan and is measured in bytes.&nbsp; You can see how much knowledge source you have already used on the Knowledge menu of your Chatbots account. From the Chatbots home , select your chatbot . In the sidebar, click Knowledge . The usage bar appears on the top right of the screen. Next step Learn what happens when a knowledge source exceeds your plan's limit . Data retention Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38624184577165-Zapier-refund-policy", "final_url": "https://help.zapier.com/hc/en-us/articles/38624184577165-Zapier-refund-policy", "title": "Zapier refund policy", "help_title": "Zapier refund policy", "slug": "_platform", "auth_signals": [], "text": "Zapier refund policy &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Zapier refund policy Updated November 20, 2025 10:16 This article explains how Zapier's refund policy works in different scenarios. All sales are final All purchases are considered non-refundable , including: Monthly and annual plans Plan upgrades, renewals, and add-ons All Zapier products and services Once a charge is processed, it is considered final and will not be refunded . If you're trialing Zapier , you’ll have access to live chat and email support, as well as self-service resources to help you learn the platform, answer any questions, and understand what’s possible. Use these resources to determine if Zapier meets your needs before upgrading to a paid plan. How plan changes affect billing You can change or cancel your plan at any time. When you do: Your plan will remain active until the end of your current billing cycle, regardless of whether you have a monthly or annual plan. You will not be charged again unless you choose to upgrade or reactivate your plan. To remove your payment method, contact Zapier Support . Please review your billing and renewal settings regularly to avoid unexpected charges. Your billing settings are available in your Billing and usage page . How auto-upgrade works If you add your credit card information during your Zapier trial, your account will automatically upgrade to your chosen plan at the end of your trial, unless you explicitly opt out, as outlined during the checkout process. You can opt out of the auto-upgrade at any time before the end of the trial, and you will not be charged. Charges following the end of a trial are non-refundable . Opt out of auto-upgrade To opt out of the automatic upgrade: Visit the Billing and Usage page. In the Trial settings section, select what you'd like to do when your trial ends: Start your paid plan (this is the default). Downgrade to the Free plan . Once the trial ends, the account will continue with the option you selected. Refunds related to disruptions and features In some cases: An app within Zapier may experience temporary issues. A specific feature you need may not be available. While Zapier works to improve the platform and resolve issues quickly for apps managed by Zapier, these types of limitations are typically non-refundable. Need help? If you have questions about your plan or billing, contact Zapier Support . You can also review our Terms of Service for full legal details. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38733184458765-Use-Human-in-the-Loop-to-pause-Zap-workflows-pending-human-review", "final_url": "https://help.zapier.com/hc/en-us/articles/38733184458765-Use-Human-in-the-Loop-to-pause-Zap-workflows-pending-human-review", "title": "Use Human in the Loop to pause Zap workflows pending human review", "help_title": "Use Human in the Loop to pause Zap workflows pending human review", "slug": "_platform", "auth_signals": [], "text": "Use Human in the Loop to pause Zap workflows pending human review &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Human in the Loop Use Human in the Loop to pause Zap workflows pending human review Updated May 29, 2026 18:18 Human in the Loop is a built-in tool that lets you pause a Zap at a certain step so a human can review before your workflow continues. Use it to validate, correct, or submit more data for your workflow’s steps. Human in the Loop offers the following events: Collect Data action: pauses the Zap run so you can ask for more information. You can then map that data to later steps in your Zap. Request Approval action: pauses the Zap run and requests that a reviewer approve or change data you submit for review before continuing the Zap. New Approval Requested trigger: triggers when a specific Human in the Loop step runs in another Zap. Use it to send a custom notification from Human in the Loop to any other app on Zapier. Available on plans: Free Professional Team Enterprise Why should I use Human in the Loop? Sometimes, you may not want your Zap to run all the way through automatically. Human in the Loop lets you pause and review before continuing a workflow. Use it for things like: Reviewing AI-generated content. Confirming or editing AI data before they’re used in later steps. Ensuring high-impact steps like publishing, messaging, or reporting in your apps are reviewed by a team member or client. Having a reviewer provide more data to use in later steps. Next steps Learn how to use a Human in the Loop step in your workflow: Collect Data action . Request Approval action . New Approval Requested trigger . What requests look like for reviewers And learn more about Human in the Loop run details . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38731463206029-Request-approval-to-keep-your-workflow-running-with-Human-in-the-Loop", "final_url": "https://help.zapier.com/hc/en-us/articles/38731463206029-Request-approval-to-keep-your-workflow-running-with-Human-in-the-Loop", "title": "Request approval to keep your workflow running with Human in the Loop", "help_title": "Request approval to keep your workflow running with Human in the Loop", "slug": "_platform", "auth_signals": ["premium"], "text": "Request approval to keep your workflow running with Human in the Loop &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Human in the Loop Request approval to keep your workflow running with Human in the Loop Updated May 29, 2026 18:18 Human in the Loop is a built-in tool that lets you pause a Zap at a certain step so a human can review before your workflow continues. Its Request Approval action pauses your Zap run and requests one or more reviewers to approve, decline, or change data you submit for review before continuing the Zap. You can send review notifications to your email, Slack account, or to another Zap so you can receive notifications via any other app available on Zapier. Available on plans: Free Professional Team Enterprise Prerequisites A paid Zapier account. Human in the Loop is a premium app on Zapier. You must share this Zap with your designated reviewers so they have access to this Zap. The Trigger a Zap notification method requires a second Zap that uses the Human in the Loop New Approval Requested trigger . 1. Add a Human in the Loop action Start by adding a Request Approval action to your Zap. In the Zap outline, select the Action step or click the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Human in the Loop . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select Request Approval . Click Continue . This will open the Configure tab. 2. Configure your Request Approval action Action configuration section In this section, you can define what content you want approved. In the Approval request message field, enter a message to explain your request to the reviewer. The Content to review field lets you send specific data to reviewers. There are two columns: In the first column, enter a name for the content field. In the second column, enter a value or map a field from a previous step. (Optional) Click + Add value set and repeat the process for each additional input field you want to add. In the Approve button label field, enter a label that reviewers will see during review. The default label is “Approve”. In the Decline button label field, enter a label that reviewers will see during review. The default label is “Decline”. In the Action if reviewer declines field, click the dropdown menu to expand it, then select an option: Continue run : if the reviewer declines, the Zap will continue running. Stop run : if the reviewer declines, the Zap will stop running. In the Let Reviewer edit content? field: Select Yes to let a reviewer edit the content in an approval request. Select No to make the content of an approval request read-only. Note Approval and decline labels: Can have a maximum of 75 characters. May be cut off by an ellipsis if the name is long. You can map fields from your Request Approval action configuration section to later steps in your Zap. Your Content to review fields will appear as “Content to be reviewed {field name}”, where “{field name}” is the name of the fields you created in the Content to review field. For example, if you have a field called \"Timestamp\", it will appear as \"Submitted Content Timestamp\" when you map it. If the reviewer edits the data, it will appear as new fields called “Edited Content {field name}”, where “{field name}” is the original name of your content fields. By default, the Request Approval action will include an optional Additional notes field. Reviewers can add notes using this field. In the results of the Zap step, this will appear as the field “Reviewer Note”. Notification section In this section, you can define how your reviewer is notified of a data collection request. Click the arrow icon to expand the Notification section. In the Send to field, click to open the dropdown menu , then select an option: Email . Slack . Trigger a Zap . Additional fields specific to each option will appear. Email Slack Trigger a Zap Email In the Email recipients field, enter an email address . - This is the email address that Human in the Loop will send the notification to. - Each time you finish entering an email address, a new input box will appear. Use it to add more recipients, if needed. In the Send Preview field, you will see the email address associated with your Zapier account. - Click Send a preview to send a preview email to yourself. - You cannot change this value. Slack In the Account field, select a Slack app connection or connect a new Slack account . In the Message Type dropdown menu, select either: - Channel : notify a specific Slack channel. The Channel field will appear. Click to open the dropdown menu . Select a Slack channel . - User : notify a specific Slack user. The Slack recipient field will appear. Click to open the dropdown menu . Select a Slack user . - Each time you finish entering a channel or user, a new input box will appear. Use it to add more, if needed. Trigger a Zap If you want to trigger another app as a notification, you can use the Trigger a Zap option. You must first create that second Zap, then complete its trigger app and event setup , and configure the trigger step . Once that’s done, return to your Request approval step and: Click the Triggered Zap field to open the dropdown menu. Select a Zap that uses the New Approval Requested trigger . (Optional) In the Additional data field, there will be new fields corresponding to the Input fields fields in your second Zap that triggers from this action step. Each has two columns: - The first column is the name of the field. It corresponds with the values in the Input fields fields in your second Zap that triggers from this action step. - In the second column, enter a value . - This is the data this first Zap will send when it triggers the second Zap. This becomes a field that you can map to later steps in the second Zap. (Optional) Click + Add Triggered Zap to add more Zap workflows that will trigger when this action step runs. Tip When you use the Trigger a Zap notification option: Include enough information about the Zap run, like the Zap URL, so reviewers can easily find the right notification to review. You can pair the trigger with any app on Zapier to receive the notification. Some examples of how to collect notifications: - In a table using Zapier Tables. Create a new row with each new notification. Users can review one or more notifications at their own pace. - In a project management tool like Jira. Users can triage tickets during their existing development processes. - In a customer relationship management app like HubSpot. Users can review from within a customer’s deal. Reviewer section In this section, select who will review the Zap run and what to do if the reviewer does not respond in time. Click the arrow icon to expand the Reviewer section. In the Type of reviewer field, click to open the dropdown menu . Select either: - Specific members of my account : you will only send requests to members of your Zapier account. - Anyone : this allows you to send approval requests to members outside of your Zapier account. In the Reviewers field, click to open the dropdown menu . If you selected: - Specific members of my account in the Type of reviewer field, select a Zapier user from your account. Each time you finish selecting a user, a new input box will appear so you can add more reviewers, if needed. Only one user can complete a review. - Anyone in the Type of reviewer field, the notification will be sent via the notification settings you configured in the Notification tab. In the On timeout field, click to open the dropdown menu and select an option: - Skip and continue : if the user does not review in time, the Zap will continue running without a response. - End run : if the user does not review in time, the Zap will stop running. In the Timeout value field, enter a number . - This is the numerical value for how long the Zap will pause at the Human in the Loop step while waiting for the reviewer to take action. - The minimum value is 1. In the Timeout unit field, click to open the dropdown menu , then select an option. - Minutes . - Hours . - Days . - Weeks . - This is the unit of time for how long the Zap will pause at the Human in the Loop step while waiting for the reviewer to take action. In the Send reminder field, select either: - Yes . Two more fields will appear. - No . If you selected Yes : - In the Reminder Value field, enter a number . This is the numerical value for how long the step will wait to send a reminder after the initial notification. - In the Reminder Time Unit field, click to open the dropdown menu , then select an option: Minutes . Hours . Days . Weeks . This is the unit of time for how long the step will wait to send a reminder after the initial notification. Click Continue . This will open the Test tab. 3. Test your step Click Test step . Testing this step will not send a notification to reviewers. It will create sample fields and values that you can review and map to later steps in your Zap. If you want a preview notification, use the send preview feature in the Configure tab to send yourself an example notification. If you prefer a live test with real data, you can test the run end to end instead. Additional info Only successful Human in the Loop actions will count toward your task usage . - Previews and notifications sent by the action do not count as separate tasks. A Human in the Loop action can be the last step in a Zap, but Zapier recommends adding action steps afterwards to use its data. You can trigger the same Zap from multiple Human in the Loop actions. They will have the same fields in the Additional data field in the action step as well as in the Input fields field in the trigger step. Human in the Loop actions may display step run statuses specific to the review process . You can review Human in the Loop activities in the audit log . You can use Paths to set up an alternative workflow if a reviewer skips a request. If you want to filter on the results of your Human in the Loop Request Approval step, when a reviewer approves the step, the step run will have a Decision field with a value of approved . Limitations Reviewers must have a Zapier account. If you select a reviewer who does not have a Zapier account, they will be prompted to create a new account. - If your account has domain capture enabled with the “Only invited users” option selected in their Domain access settings field, they will not be able to create an account without an invite from an account admin, super admin, or owner. You must share this Zap with your designated reviewers so they have access to this Zap. If you're on a Pro account, you can only send requests to yourself. If you’re in a Team or Enterprise account, while you can send a notification to any email address, the reviewer(s) must be logged in as one of the Zapier users you select in the Notification section. You cannot add a Human in the Loop action within or after a Looping step. Next steps Once the Zap is published, when a Request Approval action runs, the reviewers you select will receive a request notification. It will include a link to the step that needs review. They must log into their Zapier account to review the request. Learn more about: What requests look like for reviewers . Human in the Loop run details . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38838306755981-Special-step-run-statuses-in-Human-in-the-Loop-actions", "final_url": "https://help.zapier.com/hc/en-us/articles/38838306755981-Special-step-run-statuses-in-Human-in-the-Loop-actions", "title": "Special step run statuses in Human in the Loop actions", "help_title": "Special step run statuses in Human in the Loop actions", "slug": "_platform", "auth_signals": [], "text": "Special step run statuses in Human in the Loop actions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Human in the Loop Special step run statuses in Human in the Loop actions Updated May 29, 2026 18:18 When a Human in the Loop step runs, there are several step run status scenarios that are specific to Human in the Loop. Special step run statuses Collect Data action Request Approval action Collect Data action Status When does this occur? What happens to subsequent workflow steps? `Needs review` The Human in the Loop step is waiting for review. Paused until the review is completed. `Success` The reviewer clicked Submit . The reviewer clicked Skip . The Human in the Loop step is configured to continue running, and the request timed out. The rest of the workflow steps continue running. `Filtered` The Human in the Loop step is configured to end the run when the request times out. All subsequent steps will be filtered and will not run. Request Approval action Status When does this occur? What happens to subsequent workflow steps? `Needs review` The Human in the Loop step is waiting for review. Paused until review is completed. `Success` The reviewer approved the request. The Human in the Loop step is configured to continue running when the reviewer declines. The Human in the Loop step is configured to continue running when the request times out. The rest of the workflow steps continue running. `Filtered` The Human in the Loop step is configured to stop running when the reviewer declines. The Human in the Loop step is configured to stop running when the request times out. All subsequent steps will be filtered and will not run. Tip If you want to filter on the results of your Human in the Loop Request Approval step, when a reviewer approves the step, the step run will have a Decision field with a value of approved . Human in the Loop replay limitations Human in the Loop steps will not autoreplay if they are configured to stop running when: The reviewer declines the approval request (Request Approval action). The request times out (both Collect Data and Request Approval actions). You can only replay these steps if you replay the entire Zap run . Reviewers will need to re-review all Human in the Loop steps. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38836702755981-How-to-deploy-another-version-of-a-function", "final_url": "https://help.zapier.com/hc/en-us/articles/38836702755981-How-to-deploy-another-version-of-a-function", "title": "How to deploy another version of a function", "help_title": "How to deploy another version of a function", "slug": "_platform", "auth_signals": [], "text": "How to deploy another version of a function &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Functions Manage your functions How to deploy another version of a function Updated May 21, 2026 06:35 Note Zapier Functions is being deprecated on September 1, 2026. Migrate to Code by Zapier before the shutdown date. Whenever you make changes to your code in Zapier Functions, you create a new version of the function. You can preview or roll back to a previous version by deploying it. Beta This product is in open beta. It’s available for use but still in active development and may change. Deploy another version To deploy a different version of your function: From the Functions home, select your function name . On the left sidebar, click the Versions icon . This will open the sidebar. Click the three dot icon beside the version you want to deploy. Click Deploy this version . The currently deployed version will be labeled “In production.” If you start a new version but do not deploy it, it will be labeled “Current draft.” Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Functions team . You can also discuss Functions with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38838619533069-Get-more-control-over-your-workflows-with-Human-in-the-Loop", "final_url": "https://help.zapier.com/hc/en-us/articles/38838619533069-Get-more-control-over-your-workflows-with-Human-in-the-Loop", "title": "Get more control over your workflows with Human in the Loop", "help_title": "Get more control over your workflows with Human in the Loop", "slug": "_platform", "auth_signals": [], "text": "Get more control over your workflows with Human in the Loop! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2025 Get more control over your workflows with Human in the Loop! Updated October 03, 2025 15:31 Feel more confident in your workflows by adding a Human in the Loop step! With Human in the Loop, you can pause a Zap and have a human review before your workflow continues running. It’s valuable when you want a little more oversight of your workflows. It lets you validate, correct, or submit additional data for your workflow’s steps. Human in the Loop offers the following events: Collect Data action: pauses the Zap run so you can ask for additional information. You can then map that data to subsequent steps in your Zap. Request Approval action: pauses the Zap run and requests that a reviewer to approve or change data you submit for review before continuing the Zap.&nbsp; New Approval Requested trigger: triggers when a specific Human in the Loop step runs in another Zap. It’s a way to send a custom notification from Human in the Loop to any other app on Zapier. Learn more about what Human in the Loop is and how to use a Human in the Loop step in your workflow: Collect data action . Request approval action . New Approval Requested trigger . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38925392216973-Review-your-account-in-the-admin-center", "final_url": "https://help.zapier.com/hc/en-us/articles/38925392216973-Review-your-account-in-the-admin-center", "title": "Review your account in the admin center", "help_title": "Review your account in the admin center", "slug": "_platform", "auth_signals": [], "text": "Review your account in the admin center &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account profile Review your account in the admin center Updated May 29, 2026 18:17 Zapier’s Admin Center is a central hub for all admin settings in Team and Enterprise accounts . It includes a dashboard with key metrics of your account’s health, outstanding issues that should be reviewed, and additional resources. You can go to the Admin Center by clicking the Admin Center icon in the left sidebar on any main Zapier page. Available on plans: Free Professional Team Enterprise Prerequisites Team or Enterprise plan Admin, super admin, or owner role Admin settings sidebar In the Admin Center, there’s a second left-hand sidebar that you can use to navigate to your dashboard and all other admin settings pages. When you select a page in the admin settings sidebar, the Admin Center will display it to the right. Admin Center dashboard The dashboard page is the default view. It consists of 3 sections: Insights. Review needed. Resources. Insights section The Insights section contains widgets displaying quick stats of your account health: Task usage : how many successful Zap actions were used in the current usage period. Learn more about how task usage is measured . Zap runs : the rate of successful Zap runs in the current usage period. Errored Zap workflows : the number of errored Zap runs in the current usage period. Held Zap workflows : the number of Zap runs that were held in the current usage period. Apps : the number of apps in use. Connections : the number of app connections in use. Expired : the number of expired app connections that need to be reconnected . Review needed section The Review needed section contains two widgets for issues you should address. Approval requests : if you restrict publishing , this widget displays any pending requests. You can review and approve or reject. Connection risks: This widget displays connections that are “risky” because they’re shared with everyone. This means any user has full access to use the app connection in their own workflows. Resources section The Resources section contains a link to the Support Portal where you can get additional help with your account and workflows. Other admin settings pages Below the dashboard page, the admin settings sidebar contains additional admin settings pages, grouped by type. Insights settings Get visibility into your account usage. Analytics Audit log Log streams (Enterprise only) Governance settings Control how your account is used and how long your data is retained by Zapier. App permissions App connections Data policy Approval settings AI models User management settings Manage members and teams within your Enterprise account. Members Teams Security settings Control who can access your account. Domain management Single sign-on (SSO) SCIM user provisioning Organization settings Review your plan usage and change your profile settings. Billing and usage Profile Limitations If you are on a Team plan, you will only see features that are available on your plan. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38911356044941-Review-a-Zapier-data-collection-or-approval-request", "final_url": "https://help.zapier.com/hc/en-us/articles/38911356044941-Review-a-Zapier-data-collection-or-approval-request", "title": "Review a Zapier data collection or approval request", "help_title": "Review a Zapier data collection or approval request", "slug": "_platform", "auth_signals": [], "text": "Review a Zapier data collection or approval request &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Human in the Loop Review a Zapier data collection or approval request Updated May 29, 2026 18:18 Zapier users can pause Zap workflows to request that other account members provide data or approve a request via Zapier using the Human in the Loop app . When you receive a request, log into your Zapier account and visit the approval link to complete this process. How to review a request through Human in the Loop Zapier users can send notifications via email, Slack, or any other app on Zapier. When you receive a notification, the message will contain a link. From the app where you received the notification, click Go to Zap . Log into your Zapier account. If you're already logged in, you will be redirected to the Human in the Loop step in the Zap. If you do not have an account, you will be redirected to a page to create a free account. Note Reviewers must have a Zapier account. If they do not have a Zapier account, they’ll be prompted to create one. If your organization: Already has a Zapier account that uses your organization’s domain (e.g. testcompany.com) Has domain capture enabled with the “Only invited users” option selected in their Domain access settings field Reviewers who try to sign up using an email address from your organization’s domain will not be able to create an account without an invite from an account admin, super admin, or owner. The left panel will display information about the request: When the notification was sent. The name of all reviewers. The due date for review. The request will time out after this date. A message from the requester letting the reviewer know what is needed. The right panel will display the content to review. To complete the request: Collect data Request Approval Reviewing Collect data requests Review the content and fill out relevant fields. Click either: - Skip : no response will be sent. - Submit : your response will be sent to the Zap owner. The Zap owner can review responses in the Zap run . If the Zap owner mapped fields from this action to later steps, the values will appear in those steps when the Zap continues. Reviewing Request Approval reviews Review the content. Reviewers can edit data in any fields in the right panel. - Click Edit to enable editing in fields. - Edit the value in any field. - Click Stop editing to save changes. Click either: - {Decline label} : where “{Decline label} is the label you entered in the Decline button label field. No approval will be sent to the Zap. - { Approve label} : where “{Approve label} is the label you entered in the Approve button label field. The approval will be sent to the Zap. The Zap owner can review responses in the Zap run . If fields from the Request Approval action are mapped to later steps, the values will appear in those steps when the Zap continues. Next steps Learn about: Human in the Loop activities in the audit log . Human in the Loop run details . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38950944742285-How-to-get-started-with-AI21-Labs-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38950944742285-How-to-get-started-with-AI21-Labs-on-Zapier", "title": "How to get started with AI21 Labs on Zapier", "help_title": "How to get started with AI21 Labs on Zapier", "slug": "ai21-labs", "auth_signals": ["api_key"], "text": "How to get started with AI21 Labs on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence AI21 Labs How to get started with AI21 Labs on Zapier Updated August 20, 2025 09:21 AI21 Labs and Zapier connect to automate AI text tasks. You can send prompts to AI models and trigger actions when new files are added. Prerequisites To use the AI21 Labs app on Zapier, you must have: An AI21 Labs account. Valid billing information after the free trial period expires. Connect AI21 Labs to Zapier Find your AI21 Labs credentials To create an API key: Log into your AI21 Labs account. In the left sidebar, click Settings . A dialog window will open. Click API Keys . Click + Create new key . (Optional) Add a name for your API Key. e.g., Zapier . Click Create key . Copy the API Key to your clipboard. Connect AI21 Labs on Zapier To create an app connection to AI21 Labs on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select AI21 Labs . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field , e nter your AI21 Labs API key . Click Yes, Continue to AI21 Labs . Your AI21 Labs account is now successfully connected to Zapier. About AI21 Labs's app Triggers, searches, and actions Triggers New File - Triggers when a new file is added to your AI21 library (Polling) Searches No searches available Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication Send Prompt - Send a prompt to AI21's models and get a text response Limitations Rate limits restrict usage to 10 requests per second (RPS) and 200 requests per minute (RPM) for foundation models like Jamba Large and Jamba Mini. Usage is subject to subscription scope limitations including number of solution calls, tokens, and available features as specified in service agreements. Templates View all of AI21 Labs's templates . Additional AI21 Labs resources Zapier's AI21 Labs integration page AI21 Labs's Help Center AI21 Labs's API documentation &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38950924510989-How-to-get-started-with-Helicone-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38950924510989-How-to-get-started-with-Helicone-on-Zapier", "title": "How to get started with Helicone on Zapier", "help_title": "How to get started with Helicone on Zapier", "slug": "helicone", "auth_signals": ["api_key"], "text": "How to get started with Helicone on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Helicone How to get started with Helicone on Zapier Updated March 31, 2026 16:16 Helicone and Zapier connect to automate AI monitoring. You can find user requests and make API calls to track LLM performance and debug applications. Prerequisites To use the Helicone app on Zapier, you must have: A Helicone account. A Helicone API key with appropriate permissions . Read permissions begin with \"sk\". Write permissions begin with \"pk\" Connect Helicone to Zapier To create an app connection to Helicone on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Helicone . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete these fields: API Key: enter your Helicone API key . Region : Select your Helicone region . Click Yes, Continue to Helicone . Your Helicone account is now successfully connected to Zapier. About Helicone's app Triggers, searches, and actions Triggers Triggers - No triggers available for this app Searches Searches - Find User Requests - Find many requests from Helicone filtered by user ID. Actions Actions - API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Request limits are based on Helicone plans. Free Hobby plan is limited to 10,000 requests per month, with usage-based pricing applying for additional requests on paid plans. EU customers must use keys with \"eu-\" prefix for proper regional routing, which could complicate multi-region deployments. Rate limits are bounded by the underlying LLM provider's policies , meaning Helicone cannot exceed the limits set by services like OpenAI or Anthropic. Templates View all of Helicone's templates . Additional Helicone resources Zapier's Helicone integration page Helicone's API documentation ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38731264910733-Collect-data-for-your-workflow-with-Human-in-the-Loop", "final_url": "https://help.zapier.com/hc/en-us/articles/38731264910733-Collect-data-for-your-workflow-with-Human-in-the-Loop", "title": "Collect data for your workflow with Human in the Loop", "help_title": "Collect data for your workflow with Human in the Loop", "slug": "_platform", "auth_signals": ["premium"], "text": "Collect data for your workflow with Human in the Loop &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Human in the Loop Collect data for your workflow with Human in the Loop Updated May 29, 2026 18:18 Human in the Loop is a built-in tool that lets you pause a Zap at a certain step so a human can review before your workflow continues. Its Collect Data action pauses your Zap run so you can ask for more information from one or more reviewers. You can then map that data to later steps in your Zap. With the Collect Data action, you can send review notifications to your email, Slack account, or to another Zap so you can receive notifications via any other app available on Zapier. Available on plans: Free Professional Team Enterprise Prerequisites A paid Zapier account. Human in the Loop is a premium app on Zapier. You must share this Zap with your designated reviewers so they have access to this Zap. The Trigger a Zap notification method requires a second Zap that uses the Human in the Loop New Approval Requested trigger . 1. Add a Human in the Loop action Start by adding a Collect Data action to your Zap. In the Zap outline, select the Action step or click the plus sign + to add a new action. A dialog box will open. In the search box, search for and select Human in the Loop . The right sidebar will open to the Setup tab. Click the Action event field to open the dropdown menu. Select Collect Data . Click Continue . This will open the Configure tab. 2. Configure your Collect Data action Action configuration section In this section, you can define what data you want to collect. In the Data collection message field, enter a message or map a field from a previous step. Use this field to explain that you want more information from your reviewer before the Zap continues. In the Data inputs field, click + Add field . A dropdown menu will appear. Use this field to collect specific data from your reviewer. Each time you finish creating a data input, a new input box will appear so you can add more, if needed. In the Field name field, enter a name for your input field. Click the Field type field to open the dropdown menu, then select a field type option . Use this field to limit what kind of information the reviewer can enter. The reviewer will have to enter data that matches the field type. For example, reviewers will only be able to enter email addresses in an “email” field type. In the Is this data input field required? field: If you click to toggle the switch on , the reviewer must respond to this field. If you leave the toggle switch off , the field will be optional. (Optional) Click + Add field and repeat the process for each additional input field you want to add. You can map fields from your Collect Data action configuration section to later steps in your Zap. Your Data inputs fields will appear as “Submitted Content {field name}”, where “{field name}” is the name of the fields you created in the Data input field. For example, if you have a field called \"Numerical accuracy\", it will appear as \"Submitted Content Numerical accuracy\" when you map it. By default, the Collect Data action will include an optional Additional notes field. Reviewers can add notes using this field. In the results of the Zap step, this will appear as the field “Reviewer Note”. Notification section In this section, you can define how your reviewer is notified of a data collection request. Click the arrow icon to expand the Notification section. In the Send to field, click to open the dropdown menu , then select an option: Email . Slack . Trigger a Zap . Additional fields specific to each option will appear. Email Slack Trigger a Zap Email In the Email recipients field, enter an email address . - This is the email address that Human in the Loop will send the notification to. - Each time you finish entering an email address, a new input box will appear. Use it to add more recipients, if needed. In the Send Preview field, you will see the email address associated with your Zapier account. - Click Send a preview to send a preview email to yourself. - You cannot change this value. Slack In the Account field, select a Slack app connection or connect a new Slack account . In the Message Type dropdown menu, select either: - Channel : notify a specific Slack channel. The Channel field will appear. Click to open the dropdown menu . Select a Slack channel . - User : notify a specific Slack user. The Slack recipient field will appear. Click to open the dropdown menu . Select a Slack user . - Each time you finish entering a channel or user, a new input box will appear. Use it to add more, if needed. Trigger a Zap If you want to trigger another app as a notification, you can use the Trigger a Zap option. You must first create that second Zap, then complete its trigger app and event setup , and configure the trigger step . Once that’s done, return to your Collect Data step and: Click the Triggered Zap field to open the dropdown menu. Select a Zap that uses the New Approval Requested trigger . (Optional) In the Additional data field, there will be new fields corresponding to the Input fields fields in your second Zap that triggers from this action step. Each has two columns: - The first column is the name of the field. It corresponds with the values in the Input fields fields in your second Zap that triggers from this action step. - In the second column, enter a value . - This is the data this first Zap will send when it triggers the second Zap. This becomes a field that you can map to later steps in the second Zap. (Optional) Click + Add Triggered Zap to add more Zap workflows that will trigger when this action step runs. Tip When you use the Trigger a Zap notification option: Include enough information about the Zap run, like the Zap URL, so reviewers can easily find the right notification to review. You can pair the trigger with any app on Zapier to receive the notification. Some examples of how to collect notifications: - In a table using Zapier Tables. Create a new row with each new notification. Users can review one or more notifications at their own pace. - In a project management tool like Jira. Users can triage tickets during their existing development processes. - In a customer relationship management app like HubSpot. Users can review from within a customer’s deal. Reviewer section In this section, select who will review the Zap run and what to do if the reviewer does not respond in time. Click the arrow icon to expand the Reviewer section. In the Type of reviewer field, click to open the dropdown menu . Select either: - Specific members of my account : you will only send requests to members of your Zapier account. - Anyone : this allows you to send approval requests to members outside of your Zapier account. In the Reviewers field, click to open the dropdown menu . If you selected: - Specific members of my account in the Type of reviewer field, select a Zapier user from your account. - Anyone in the Type of reviewer field, enter the email address of the reviewer. In the On timeout field, click to open the dropdown menu and select an option: - Skip and continue : if the user does not review in time, the Zap will continue running without a response. - End run : if the user does not review in time, the Zap will stop running. In the Timeout value field, enter a number . - This is the numerical value for how long the Zap will pause at the Human in the Loop step while waiting for the reviewer to take action. - The minimum value is 1. In the Timeout unit field, click to open the dropdown menu , then select an option. - Minutes . - Hours . - Days . - Weeks . - This is the unit of time for how long the Zap will pause at the Human in the Loop step while waiting for the reviewer to take action. In the Send reminder field, select either: - Yes . Two more fields will appear. - No . If you selected Yes : - In the Reminder Value field, enter a number . - This is the numerical value for how long the step will wait to send a reminder after the initial notification. In the Reminder Time Unit field, click to open the dropdown menu, then select an option: - Minutes . - Hours . - Days. - Weeks . This is the unit of time for how long the step will wait to send a reminder after the initial notification. Click Continue . This will open the Test tab. 3. Test your step Click Test step . Testing this step will not send a notification to reviewers. It will create sample fields and values that you can review and map to later steps in your Zap. If you want a preview notification, use the send preview feature in the Configure tab to send yourself an example notification. If you prefer a live test with real data, you can test the run end to end instead. Additional info Only successful Human in the Loop actions will count toward your task usage . - Previews and notifications sent by the action do not count as separate tasks. A Human in the Loop action can be the last step in a Zap, but Zapier recommends adding action steps afterwards to use its data. You can trigger the same Zap from multiple Human in the Loop actions. They will have the same fields in the Additional data field in the action step as well as in the Input fields field in the trigger step. Human in the Loop actions may display step run statuses specific to the review process . You can review Human in the Loop activities in the audit log . You can use Paths to set up an alternative workflow if a reviewer skips a request. Limitations Reviewers must have a Zapier account. If you select a reviewer who does not have a Zapier account, they will be prompted to create a new account. - If your account has domain capture enabled with the “Only invited users” option selected in their Domain access settings field, they will not be able to create an account without an invite from an account admin, super admin, or owner. You must share this Zap with your designated reviewers so they have access to this Zap. If you're on a Pro account, you can only send requests to yourself. If you’re in a Team or Enterprise account, while you can send a notification to any email address, the reviewer(s) must be logged in as one of the Zapier users you select in the Notification section. You cannot add a Human in the Loop action within or after a Looping step. Next steps Once the Zap is published, when a Collect Data action runs, the reviewers you select will receive a request notification. It will include a link to the step that needs review. They must log into their Zapier account to review the request. Learn more about: What requests look like for reviewers . Human in the Loop run details . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38906190895629-Use-knowledge-sources-in-AI-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38906190895629-Use-knowledge-sources-in-AI-by-Zapier", "title": "Use knowledge sources in AI by Zapier", "help_title": "Use knowledge sources in AI by Zapier", "slug": "_platform", "auth_signals": [], "text": "Use knowledge sources in AI by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2025 Use knowledge sources in AI by Zapier Updated October 03, 2025 15:31 AI by Zapier is better than ever! Now, you can add knowledge sources to provide more context to enhance your prompt and help the AI generate more accurate, informed responses. You can use the following knowledge sources: Box. Confluence Cloud. Dropbox. Google Docs. Google Drive files. MS Sharepoint. Notion. Uploaded files. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38733206086925-Trigger-Zap-workflows-when-Human-in-the-Loop-steps-run", "final_url": "https://help.zapier.com/hc/en-us/articles/38733206086925-Trigger-Zap-workflows-when-Human-in-the-Loop-steps-run", "title": "Trigger Zap workflows when Human in the Loop steps run", "help_title": "Trigger Zap workflows when Human in the Loop steps run", "slug": "_platform", "auth_signals": ["premium"], "text": "Trigger Zap workflows when Human in the Loop steps run &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Flow controls Human in the Loop Trigger Zap workflows when Human in the Loop steps run Updated May 29, 2026 18:18 Human in the Loop is a built-in tool that lets you pause a Zap at a certain step so a human can review before your workflow continues. Its New Approval Requested trigger allows you to send a custom notification from Human in the Loop to any other app on Zapier. Available on plans: Free Professional Team Enterprise Prerequisites A paid Zapier account. Human in the Loop is a premium app on Zapier. Before you set up this Zap, you must have a first Zap set up with: A Human in the Loop Collect Data or Request Approval action. The action's notification section set up to trigger a Zap. Learn how to trigger a Zap in the Collect Data action and in the Request Approval action . 1. Trigger app and event setup Start by creating a new Zap in your account home . You will connect this Zap to the first Zap mentioned in the pre-requisites section of this article. In the left sidebar, click + Create . A dropdown menu will appear. Select Zap workflows . You will be redirected to the Zap editor in a new browser tab or window. In the Zap outline, select the Trigger step. A dialog box will open. In the search box, search for and select Human in the Loop . The right sidebar will open to the Setup tab. Click the Trigger event field to open the dropdown menu. Select New Approval Requested . Click Continue . This will open the Configure tab. Tip Rename this Zap so it’s easy to find in the next step. 2. Configure both Human in the Loop Zap workflows Configure the trigger step in the second Zap In this Zap: (Optional) In the Input fields field, enter the name of fields you want to send data from in the corresponding Additional data field in the first Zap. These data fields can be mapped to later steps in this Zap. In the Configure tab, review the Zap selected in the Zap that initiates this workflow field to ensure it corresponds to the Zap that has the Human in the Loop action step. Click Continue to proceed to the Test tab. Note The Zap that starts this workflow field is a view-only field. Once it is connected to the first Zap, you can only change the value in this field from the first Zap. Configure the action step in the first Zap Next, return to the first Zap that has the Human in the Loop Collect Data action or Request Approval action . In the Triggered Zap field, review the Zap selected to ensure it corresponds to the Zap with the Human in the Loop trigger step. In the Additional data field, there will be new fields corresponding to the Input fields fields in your second Zap that triggers from this action step. Each has two columns: The first column is the name of the field. It corresponds with the values in the Input fields fields in your second Zap that triggers from this action step. In the second column, enter a value . This is the data the first Zap will send when it triggers the second Zap. This becomes a field that you can map to later steps in the second Zap. Note You can trigger the same Zap from multiple Human in the Loop actions. They will have the same fields in the Additional data field in the action step as well as in the Input fields field in the trigger step. Example For example, if you have 3 different Zap workflows with Human in the Loop actions that include a timestamp, enter “Timestamp” in the Input fields field of your trigger step. Then, in each of your three action steps, a “Timestamp” field will appear in the Additional data field. Finish setting up those fields by entering values in the second column of those fields. Then, you will be able to map the timestamp field to later steps in the Zap. When the Human in the Loop trigger fires, the Zap will send the value of the “Timestamp” field to the trigger step regardless of which of the 3 Human in the Loop actions triggered it. 3. Test your trigger Return to the second Zap that has the New Approval Requested trigger. In the Test tab, click Test trigger . The Zap will load the newest records from the Zap you want to trigger from. You can then review and map fields from the trigger step to later steps in your Zap. Next steps Add action steps to map your trigger fields to. For example, you can: Use the review data to update a ticket in your project management app. Add a comment to a customer support ticket. Create a note in a deal in your customer relationship management app. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38986902895629-Enrich-records-using-AI-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/38986902895629-Enrich-records-using-AI-in-Zapier-Tables", "title": "Enrich records using AI in Zapier Tables", "help_title": "Enrich records using AI in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Enrich records using AI in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Enrich records using AI in Zapier Tables Updated May 29, 2026 18:17 Enrichment is a feature in Zapier Tables that lets you use a single prompt to automatically populate multiple fields within a record. You can instruct the AI to generate structured information based on existing data in the table, such as summarizing notes, completing fields in contact details, or categorizing feedback. Available on plans: Free Professional Team Enterprise Create an enrichment When you add an enrichment to your table, it will apply to all new records. To set up an enrichment: In the Zapier Tables home, select the table name . Click the Enrich button in the toolbar. If this is your first enrichment, a sidebar will open. Enter your prompt in the text field. Click the name of a field in the Insert fields tab to reference it in the prompt. Click the Use templates tab to select from ready-made prompts. In the Enrich fields section, select the fields you want the AI to populate based on your prompt. You cannot select any fields used in your prompt. Add a description for any fields you select. The AI will use the name and description to ensure it generates accurate information. Click Save . Once you save, active enrichments will run automatically to populate the designated fields when a new record is created. Note Enrichments are not applied to existing records. Limitations The following field types cannot be enriched: Dropdown fields AI fields Formula fields Update the enrichment name Once you create an enrichment, you can give it a name. This helps you and your team identify and manage it. In the Zapier Tables home, select the table name . Click the Enrich button in the toolbar. A list of existing enrichments will appear. Click the current name of your enrichment and type a new name. Click outside of the text field to save. Turn off or delete an enrichment If you no longer need an enrichment, you can turn it off or delete it. Turning it off allows you to use it again in the future. Turn an enrichment off In the Zapier Tables home, select the table name . Click the Enrich button in the toolbar. Click the toggle switch off. Delete an enrichment In the Zapier Tables home, select the table name . Click the Enrich button in the toolbar. Click the Delete icon . This action cannot be undone. Using enriched data in Zap workflows To ensure your Zap retrieves enriched data, you must add a Delay by Zapier step and a Zapier Tables search step. As enriched data is generated after record creation, it can take a few moments to generate. Adding these steps ensures your Zap does not miss the enriched information. After your Create Record or Update Record action step, click the plus icon + to add a new step in your Zap. Search for and select the Delay by Zapier app. For the Action Event , choose Delay For and use a short delay, such as one minute. Learn how to set up a Delay for step . Click the plus icon + to add another action step. Search for and select the Zapier Tables app. For the Action Event , choose Find Record . In the Search Value field, map the ID of the record from a previous Zapier Tables step. This ensures you retrieve the correct record. Test this step to confirm it returns the record with the enriched fields populated. You can now map the data from the output of the Find Record step to any subsequent Zap step. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39092811967757-Apps-monthly-round-up-July-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/39092811967757-Apps-monthly-round-up-July-2025", "title": "Apps monthly round up July 2025", "help_title": "Apps monthly round up July 2025", "slug": "_platform", "auth_signals": [], "text": "Apps monthly round up July 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2025 Apps monthly round up July 2025 Updated October 03, 2025 15:31 Asana We’ve added a new Find Task Attachments by Task ID search. The Find Task in Workspace search now supports returning multiple tasks, has new filters optimized for multiple results ( created_before , created_after , modified_before , modified_after ), and now includes a permalink_url in the output. We fixed an issue where the Find Task by ID search was not including information about tags on the task. Gmail The Reply to Email action now has a new input field “Subject” to customize the subject line of the email reply. Google Docs We fixed an issue where connecting a new account was sometimes returning an \"authorizeUrl did not return a valid URL\" error. We fixed an issue where the Create Document From Template action was sometimes returning a \"Cannot read properties of undefined (reading 'includes')\" error. Google Drive We’ve added a new Create Shared Drive action. Intercom The Find Conversation search now supports searching by contact IDs.&nbsp; NetSuite We fixed an issue where the Saved Search trigger was sometimes returning an \"INVALID_LOGIN_ATTEMPT\" error. OneDrive We’ve added these new searches: Find File or Folder by ID. Find Drive by ID. We’ve added these new actions: Create Sharing Link. Copy File or Folder. Create Sharing Invitation. OneDrive now supports shared files and folders.&nbsp; Pipedrive We’ve added a new Get Organization search. The Find Organization , Create Organization , and Create Deal actions now have a new “Address” input field. The Find Deals and Find Deals Associated With a Person searches now have an option to include or exclude file attachments. The Find Persons search now supports the option to create a person if one is not found. The Find Task search now returns multiple tasks. The Find Projects search now returns multiple projects. The Find Notes search now includes all appropriate output fields. We’ve fixed these issues: Where the Updated Person trigger was not triggering when the “Owner” field was updated. Where the Create Person action had duplicate “Label” input fields. Where the Find Person search was not including any “Next Activity” output fields. QuickBooks Online We’ve added a new Update Purchase (Expense) action. We’ve added a new Find Customer by Query search. Shopify We fixed an issue where the Find Product Variant by SKU search was not searching for an exact match of the SKU provided. Slack We’ve added a new Cancel Scheduled Message action. The Find Message search now supports returning multiple messages. Smartsheet We fixed an issue where the Updated Row trigger was not triggering properly for most updated rows. Todoist We fixed an issue where the Create Task action was returning a \"Failed to convert ID\" error. Trello We’ve added a new Find Card by Custom Query search. The Find Card search now has individual input fields (board, list, member, label, due date, etc.) and can be configured to return up to 1,000 cards. Xero We’ve added these new searches: Find Invoice by ID . Find Payment . Find Credit Note . Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39268320740749-Give-other-Zapier-users-access-to-your-agent", "final_url": "https://help.zapier.com/hc/en-us/articles/39268320740749-Give-other-Zapier-users-access-to-your-agent", "title": "Give other Zapier users access to your agent", "help_title": "Give other Zapier users access to your agent", "slug": "_platform", "auth_signals": [], "text": "Give other Zapier users access to your agent &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Give other Zapier users access to your agent Updated April 27, 2026 10:41 In Zapier Agents, you can invite members of your Zapier account to collaborate on and use agents. Available on plans: Free Pro Advanced Prerequisites To give account members access to an agent: You must be a Zapier user on a Team or Enterprise plan . The members you want to add must be within the same Zapier account. Roles and permissions Zapier Agents users can have one of the following roles: **Role name** **Permissions** Owner Edit instructions. Add and remove tools. Change connections. Test, run and chat with the agent. View all agent usage. Delete the agent. Editor Edit instructions. Add and remove tools. Change connections. Test, run and chat with the agent. View all agent usage. Viewer View instructions and tools. Test, run and chat with the agent. View all agent usage. Give the same level of access to all users In the top navigation of the agent, click Share . A dialog box will appear. In the Anyone at * row, click the dropdown menu * and select a permission level: No access. Viewer. Editor. Once you make your selection, your agent will automatically save your new setting. Note The Zapier account owner (in Enterprise and Team accounts) and all super admins (in Enterprise accounts) have access to all agents in the account and the same permissions as the agent's owner. Give access to specific users To give a Zapier user access to an agent: In the top navigation of the agent, click Share . A dialog box will appear. In the Add member dropdown menu, search for and select a user . You can search using their name or email address. In the next dropdown menu, select a permission level: No access. Viewer. Editor. Click Share . The user will appear in the list of users with access to the agent. Tip You can also transfer ownership of an agent to another member of your Zapier account. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38950968490253-How-to-get-started-with-Flatfile-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38950968490253-How-to-get-started-with-Flatfile-on-Zapier", "title": "How to get started with Flatfile on Zapier", "help_title": "How to get started with Flatfile on Zapier", "slug": "flatfile", "auth_signals": [], "text": "How to get started with Flatfile on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Flatfile How to get started with Flatfile on Zapier Updated August 20, 2025 11:02 Flatfile and Zapier connect to automate data workflows. You can upload files to Flatfile and use API requests to transform messy data automatically. Prerequisites To use the Flatfile app on Zapier, you must have: A Flatfile account. Connect Flatfile to Zapier To create an app connection to Flatfile on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Flatfile . Click Add connection . A Connect an Account page will open in a browser tab or window. In the Secret Key &nbsp;field, enter your Flatfile Secret Key . This can be found in your Flatfile API Keys and Secrets page . Click Yes, Continue to Flatfile . Your Flatfile account is now successfully connected to Zapier. About Flatfile's app Triggers, searches, and actions Triggers Triggers No triggers available Searches Searches No searches available Actions Actions Upload File - Uploads a file to Flatfile. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Templates View all of Flatfile's templates . Additional Flatfile resources Zapier's Flatfile integration page Flatfile's Help Center Flatfile's API documentation ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39122205550605-New-on-Chatbots-invite-team-members-to-collaborate", "final_url": "https://help.zapier.com/hc/en-us/articles/39122205550605-New-on-Chatbots-invite-team-members-to-collaborate", "title": "New on Chatbots invite team members to collaborate", "help_title": "New on Chatbots invite team members to collaborate", "slug": "_platform", "auth_signals": [], "text": "New on Chatbots: invite team members to collaborate &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2025 New on Chatbots: invite team members to collaborate Updated May 29, 2026 18:15 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. We're excited to announce a powerful new collaboration feature for Zapier Chatbots! You can now invite team members from your Zapier account to help manage your chatbots as editors, making it easier than ever to collaborate on your AI-powered interactions. You can share chatbot management responsibilities while maintaining control by inviting editors to modify chatbot settings, connect knowledge sources, and integrate Zap workflows. Any connected assets your editors add, like Tables, Notion docs, or Google Docs, will be automatically shared or prompted for proper permissions to ensure seamless functionality. Ready to start collaborating? Learn how to invite team members to manage your chatbot and streamline your team's workflow today. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39122129197837-Invite-team-members-to-manage-or-view-your-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/39122129197837-Invite-team-members-to-manage-or-view-your-chatbot", "title": "Invite team members to manage or view your chatbot", "help_title": "Invite team members to manage or view your chatbot", "slug": "_platform", "auth_signals": [], "text": "Invite team members to manage or view your chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Invite team members to manage or view your chatbot Updated May 29, 2026 18:18 In Zapier Chatbots , you can invite members or teams of your Zapier account to manage your chatbot as editors. You can also invite them with view-only access. Available on plans: Free Pro Advanced Prerequisites To invite others to manage a chatbot: You must be a Zapier user on a Teams or Enterprise plan. The members you want to add must be within the same Zapier account. Learn more about Zapier pricing plans . Chatbots permissions You can invite members with two roles: Role Permissions Editor Can change all settings of a chatbot, see past sessions, and analytics. They are not allowed to delete the chatbot or change its owner. View only Can see the chatbot configuration, past sessions, and analytics. Viewers cannot edit or share the chatbot, but they can duplicate it and interact with the chatbot preview. Learn how to change a chatbot's ownership . Connected assets Editors can connect assets to a chatbot. Any assets connected by an editor, such as Zap workflows , knowledge sources , and app connections , must be shared with the owner to ensure the chatbot works properly. If an editor adds a knowledge source, the chatbot will act differently depending on the asset: Tables : any Zapier table used as a Zapier Chatbots knowledge source will be automatically shared with the chatbot owner. Notion and Google Docs : the chatbot will ask the editor to share the app connection with the owner. Share access to your chatbot You can grant access to a specific member, a team, or your entire Zapier account. Invite a member or team Invite the whole account Invite a member or team To invite a member or team: From the Chatbots home , click the name of the chatbot . In the next screen, click the Share button on the top right. A dialog box will open. In the Add member or team search box , search for and select the Zapier member or team . You can search by name or email address. In the role dropdown, select a role: Editor View only Click Share . The member will be added to the list. Repeat the steps above to add another member or team. Invite the whole account You can grant the same level of access to every member on your Zapier account at once. If you then give specific members or teams a different access level, they will retain the highest available access. From the Chatbots home , click the name of the chatbot . In the next screen, click the Share button on the top right. A dialog box will open. Click the dropdown menu beside the row 'Anyone at ' and select: Editor View only No access (default) I cannot find a team member If you’re unable to find the person you’re looking for, they may not yet be part of your Zapier account: Check if they appear on the Members page . Ensure you're using their name or email as it appears in the Zapier account. If they do not appear on the Members page, you’ll need to invite them to your Zapier account . Remove a member From the Chatbots home , click the name of the chatbot . In the next screen, click the Share button on the top right. Click the dropdown menu beside the member or team's name and select Remove access . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/38951125308429-How-to-get-started-with-Scale-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/38951125308429-How-to-get-started-with-Scale-on-Zapier", "title": "How to get started with Scale on Zapier", "help_title": "How to get started with Scale on Zapier", "slug": "scale", "auth_signals": ["api_key"], "text": "How to get started with Scale on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Scale How to get started with Scale on Zapier Updated August 20, 2025 11:43 Scale and Zapier connect to automate AI data workflows. You can trigger actions when data labeling tasks complete and create new annotation projects or datasets. Prerequisites To use the Scale app on Zapier, you must have: An active Scale AI account (either Self-Serve Data Engine or Enterprise plan). Manager or Admin role permissions in your Scale AI account to create an API key. Members cannot access API keys. Connect Scale to Zapier To create an app connection to Scale AI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Scale AI . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Scale AI API key from your dashboard . Click Yes, Continue to Scale AI . Your Scale AI account is now successfully connected to Zapier. About Scale's app Triggers, searches, and actions Triggers No triggers available Searches Get Tasks - Retrieve tasks for a given project. Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations API rate limits apply. Scale AI limits task creation to 30 requests per second. Templates View all of Scale's templates . Additional Scale resources Zapier's Scale integration page Scale's documentation &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39343087060621-How-to-get-started-with-Alltius-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39343087060621-How-to-get-started-with-Alltius-on-Zapier", "title": "How to get started with Alltius on Zapier", "help_title": "How to get started with Alltius on Zapier", "slug": "alltius-ca227600", "auth_signals": ["api_key"], "text": "How to get started with Alltius on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website &amp; app building Alltius How to get started with Alltius on Zapier Updated September 08, 2025 13:30 Alltius and Zapier connect to automate financial services. You can send messages to AI assistants and make API requests for banking workflows. Prerequisites To use the Alltius app on Zapier, you must have: An active paid Alltius account. At least one configured Assistant in your Alltius workspace. Connect Alltius to Zapier To create an app connection to Alltius on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Alltius . Click Add connection . A C onnect an Account &nbsp;page will open in a browser tab or window. In the API Key field , e nter your Alltius API key . Learn more on finding your Alltius API key .&nbsp; Click Yes, Continue to Alltius. Your Alltius account is now successfully connected to Zapier. About Alltius's app Triggers, searches, and actions Triggers No triggers available Searches No searches available Actions Chat - Send a message to an Alltius assistant and receive a response. This is an event a Zap performs. Write - Create a new record or update an existing record in your app. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is an event a Zap performs. Write - Create a new record or update an existing record in your app. Limitations Maximum number of requests per second is limited to 100. Templates View all of Alltius's templates . Additional Alltius resources Zapier's Alltius integration page Alltius's Help Center Alltius's API documentation &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39399038252173-How-to-get-started-with-Lyzr-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39399038252173-How-to-get-started-with-Lyzr-on-Zapier", "title": "How to get started with Lyzr on Zapier", "help_title": "How to get started with Lyzr on Zapier", "slug": "lyzr-ca227589", "auth_signals": ["api_key"], "text": "How to get started with Lyzr on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Lyzr How to get started with Lyzr on Zapier Updated March 31, 2026 16:17 Lyzr and Zapier connect to automate AI agent workflows. You can create new AI agents and integrate them with your apps for generative AI tasks. Prerequisites To use the Lyzr app on Zapier, you must have: An active Lyzr account (free Community plan or any paid plan). Sufficient credits in your Lyzr account. Connect Lyzr to Zapier To create an app connection to Lyzr on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Lyzr . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Lyzr API key . Learn how to find your Lyzr API key. Click Yes, Continue to Lyzr . Your Lyzr account is now successfully connected to Zapier. About Lyzr's app Triggers, searches, and actions Triggers Triggers - No triggers available Searches Searches - No searches available Actions Actions - Create Agent - Creates a new AI agent in Lyzr. This is an event a Zap performs. (Write - Create a new record or update an existing record in your app) Templates View all of Lyzr's templates . Additional Lyzr resources Zapier's Lyzr integration page Lyrz's Help Center Lyzr's API documentation ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39344778929421-What-happens-when-you-downgrade-your-Zapier-plan", "final_url": "https://help.zapier.com/hc/en-us/articles/39344778929421-What-happens-when-you-downgrade-your-Zapier-plan", "title": "What happens when you downgrade your Zapier plan", "help_title": "What happens when you downgrade your Zapier plan", "slug": "_platform", "auth_signals": ["premium"], "text": "What happens when you downgrade your Zapier plan? &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing What happens when you downgrade your Zapier plan? Updated June 18, 2026 18:36 You can downgrade your Zapier plan at any time. If the new plan you select has different features and limits, you’ll lose access to them at the end of that monthly or annual billing cycle. This article explains what happens to assets and features when you downgrade. Tip If you change your mind, you can stop the downgrade at any time before the end of the billing cycle. For all downgrades: assets that exceed the limit of your new plan For all plans, if your new plan has a lower limit for any asset (such as a lower row limit in Zapier Tables), you will not lose any existing data. However, you will not be able to add new data until your asset is under the plan's limit. Moving from a multi-user plan to an individual paid plan Multi-user plans, such as Team and Enterprise, offer management tools and features that are not available in individual plans, such as shared folders and app connections. If you move from an Enterprise or Team plan to Pro or Free, you will lose access to those features. Access to shared folders When you downgrade to an individual plan, the owner will still have access to the account's shared folders. You can copy assets to another account if a member wants to continue using them. Access to folders The account owner will continue to have full access to the assets in folders. Access to shared app connections Any shared app connections will be disconnected once your account is downgraded. You can add a private app connection to continue running automations such as Zap workflows or agents. App access settings If you had app access policies configured (restricted or allowed apps), you will lose access to this feature. Any previously restricted or prohibited apps will no longer be enforced. Moving from any paid plan to free When you cancel a paid plan, your account will continue to be active and become a free Zapier account. Certain features are only available in paid plans. Zap workflows with more than one action step will be turned off. You'll lose access to premium apps in Zap workflows. Zap runs will be held if they use a premium app or have more than one action. You'll lose access to AI Fields and enrichments in Zapier Tables. You will not be able to restrict access to your forms . Learn what's included in the Free Zapier plan . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39437243395853-Get-insights-into-your-account-faster-and-more-easily-in-the-new-Admin-Center", "final_url": "https://help.zapier.com/hc/en-us/articles/39437243395853-Get-insights-into-your-account-faster-and-more-easily-in-the-new-Admin-Center", "title": "Get insights into your account faster and more easily in the new Admin Center", "help_title": "Get insights into your account faster and more easily in the new Admin Center", "slug": "_platform", "auth_signals": [], "text": "Get insights into your account faster and more easily in the new Admin Center &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 Get insights into your account faster and more easily in the new Admin Center Updated October 03, 2025 15:31 The Admin Center is a new hub for Zapier Enterprise accounts that consolidates all admin settings into a central location. It provides a more intuitive and easy way to access your admin settings. It also includes a dashboard with key metrics of your account’s health and outstanding issues that should be addressed. Learn more about how to get insights into your account faster and more easily in the Admin Center . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39458658433549-How-to-get-started-with-Instabase-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458658433549-How-to-get-started-with-Instabase-on-Zapier", "title": "How to get started with Instabase on Zapier", "help_title": "How to get started with Instabase on Zapier", "slug": "instabase-ca229197", "auth_signals": ["oauth", "api_key"], "text": "How to get started with Instabase on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Instabase How to get started with Instabase on Zapier Updated March 31, 2026 16:17 Instabase and Zapier connect to automate document processing. You can trigger workflows from conversations and ask questions about documents. Prerequisites To use the Instabase app on Zapier, you must have: An active Instabase AI Hub account. Availability on all plan tiers. Connect Instabase to Zapier To create an app connection to Instabase on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Instabase . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: API Key : Enter your Instabase OAuth token . Learn more about creating an Instabase token . (Optional) IB-Context : Enter your user ID (for community accounts) or organization ID (for organization accounts). Learn more about finding your Instabase user or organization ID . Click Yes, Continue to Instabase . Your Instabase account is now successfully connected to Zapier. About Instabase's app Triggers, searches, and actions Triggers Conversations - List of available conversations (Polling) Searches No search actions available Actions Converse with Document - Ask a question about a document in a conversation Limitations File limitations and processing applies. Single files are limited to 50 MB or 800 pages, with total single-upload size capped at 100 MB. Complex or dense documents may fail before reaching these limits due to processing constraints. Conversations and chatbots support about 500 files, automation projects support 500 files, and automation app runs support 1,000 files, depending on content complexity. Limited to specific file formats including PDF, DOCX, XLSX, CSV, images, and others. Unsupported formats will be rejected. API rate limits apply . Templates View all of Instabase's templates . Additional Instabase resources Zapier's Instabase integration page Instabase's Help Center Instabase's API documentation ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39268342354957-Change-ownership-of-an-agent", "final_url": "https://help.zapier.com/hc/en-us/articles/39268342354957-Change-ownership-of-an-agent", "title": "Change ownership of an agent", "help_title": "Change ownership of an agent", "slug": "_platform", "auth_signals": [], "text": "Change ownership of an agent &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Change ownership of an agent Updated April 27, 2026 10:41 In Zapier Agents, if you're part of a Team or Enterprise account, you can transfer an agent to another member of your Zapier account. Available on plans: Free Pro Advanced Prerequisites To transfer ownership of an agent: You must be a Zapier user on a Team or Enterprise plan . You must be the current agent owner, the Zapier account owner , or (on the Enterprise plan) a super admin . Change ownership of an agent When you change ownership of an agent, only that agent is transferred. Any private app connections or knowledge sources will be disconnected, and the new owner can use their own. Any shared app connections and knowledge sources will remain connected to the agent. From the Agents home , click the menu icon beside your agent's name . From the dropdown menu, select Transfer owner . A dialog box will open. In the New owner field, start typing a name or email to filter the dropdown menu. Once you find it, select the name of the member you want to transfer ownership to. A dialog box will open. Click Change owner to confirm and save changes. You cannot undo ownership changes. Tip If you want to continue owning the agent, but give other members access to it, you can add them as editors or viewers . Change ownership from within an agent You can also change ownership through the Share menu of your agent. In the top navigation of the agent, click Share . A dialog box will appear. Click the dropdown menu beside the name of the user who will be the new owner. Click Make owner . A dialog box will open. Click Change owner to confirm and save changes. You cannot undo ownership changes. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39458695883277-How-to-get-started-with-Vectara-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458695883277-How-to-get-started-with-Vectara-on-Zapier", "title": "How to get started with Vectara on Zapier", "help_title": "How to get started with Vectara on Zapier", "slug": "vectara-ca229126", "auth_signals": [], "text": "How to get started with Vectara on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Vectara How to get started with Vectara on Zapier Updated September 17, 2025 12:21 Vectara and Zapier connect to automate AI search workflows. You can trigger document uploads and create search queries in your vector database. Prerequisites To use the Vectara app on Zapier, you must have: A Vectara account. At least one corpus created in your Vectara account (a corpus is a collection of documents that can be searched).&nbsp; The appropriate corpus-level permissions to perform the desired actions Connect Vectara to Zapier Find your Vectara credentials To find your Vectara client ID and secret you need to create an application client in the Vectara console . Once created, you can access your credentials. Connect to Vectara on Zapier To create an app connection to Vectara on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Vectara . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Client ID : Enter your Vectara client ID . Client Secret : Enter your Vectara client secret . Click Yes, Continue to Vectara . Your Vectara account is now successfully connected to Zapier. About Vectara's app Triggers, searches, and actions Triggers New Corpora - Triggers when a new file is created. (Polling) Searches No search actions available Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Templates View all of Vectara's templates . Additional Vectara resources Zapier's Vectara integration page Vectara's Help Center Vectara's API documentation ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39698983334797-User-roles-and-permissions-in-Team-and-Enterprise-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/39698983334797-User-roles-and-permissions-in-Team-and-Enterprise-accounts", "title": "User roles and permissions in Team and Enterprise accounts", "help_title": "User roles and permissions in Team and Enterprise accounts", "slug": "_platform", "auth_signals": [], "text": "User roles and permissions in Team and Enterprise accounts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account User roles and permissions User roles and permissions in Team and Enterprise accounts Updated June 26, 2026 14:39 Team and Enterprise plans let you create a shared account for you and your co-workers. To manage, share, and collaborate in your Zapier account, there are user roles at the account level and within specific products, like Zap workflows, Tables, or Forms. Each role has specific permissions that define what the user is allowed to do or access. Available on plans: Free Professional Team Enterprise Account user roles In multi-user accounts, Zapier has four user roles. Some are only available in certain account types. Role Available in Description Owner Team and Enterprise The user who has the highest level of account permissions. There is only one owner per account. Super admin Enterprise A user with all permissions that an owner has, except transferring ownership of or deleting the account. Typically responsible for overall account management, including high-level data security and analytics. Admin Team and Enterprise A user with limited administrative permissions, responsible for low-level administration of the account. Member Team and Enterprise A general user of the account without any administrative privileges. Tip You should have at least one super admin or admin on the account to assist with account management. Account permissions by role Account management Permissions Member Admin Super admin Owner Verify a domain X X X Configure SAML SSO X X X Provision user accounts with SCIM X X X Manage domain insights X X X View audit log X X Customize data retention X X X Change the account logo and name X X Transfer ownership of the account X Delete the account X Billing and plan management Permissions Member Admin Super admin Owner View billing information X X X Upgrade or downgrade a plan (including task usage) X X Change the billing interval of a plan X X Enable or disable pay-per-task billing X X Update the account payment method X X X Export task usage for each member during the current billing cycle X X X User management Permissions Member Admin Super admin Owner Invite others to the account X X X X Create new admins X X X Create new super admins X X Change member and admin roles X X X Change super admin roles X X Change owner role X Add and manage teams X X X X Remove members X X X App management Permissions Member Admin Super admin Owner Access app connections that are shared with you X X X X Access app connections that you do not own and are not shared with you X X Manage access to apps (affects both Zap workflows and Agents) X X X Delete another member's private app connections X X X Folder management Permissions Member Admin Super admin Owner Create folders X X X X Access your own folders X X X X Access folders that are shared with you X X X X Access folders that you do not own and are not shared with you X X Move assets between folders you own or are shared with you X X X X Move assets between folders you do not own and are not shared with you X X Rename folders that you own X X X X Rename folders that are shared with you X X X X Rename folders that you do not own and are not shared with you X X Limitations Zap steps that use a private connected account override sharing settings. Only the owner of the private connected account can create and edit steps using the private connected account. Any members, admins, super admins, and owners that have access to the Zap only have view permissions in that step. They can also view any information that passes through its Zap history. Any other step that uses a shared connected account can be edited by account members who have access to the Zap. Asset user roles and permissions There are three possible asset user roles in Zapier: Owner Editor Viewer Each role has a specific set of permissions for what the role is allowed to do in an asset: Role View Duplicate Edit Share Change owner Move to another account Delete Owner X X X X X X X Editor X X X X Viewer X X Asset management An asset is an item in a Zapier product. Permissions Member Admin Super admin Owner Create assets X X X X View your own assets X X X X View assets shared with you X X X X View assets that you do not own and are not shared with you X X Update your own assets X X X X Update assets shared with you X X X X Share your own assets X X X X Share assets that are shared with you X X X X Share assets that you do not own and are not shared with you X X Transfer ownership of your own assets X X X X Transfer ownership of assets that are shared with you X X Transfer ownership of assets that you do not own and are not shared with you X X Delete your own assets X X X X Delete assets that are shared with you X X Delete assets that you do not own and are not shared with you X X Export/import your own asset data or data from an asset shared with you X X X X Export/import asset data owned by other members that are not shared with you X X Limitations Only Canvas, Tables, and Agents have a viewer role. You cannot duplicate canvases. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39349960317581-Unexpected-multiple-runs-for-a-single-webhook", "final_url": "https://help.zapier.com/hc/en-us/articles/39349960317581-Unexpected-multiple-runs-for-a-single-webhook", "title": "Unexpected multiple runs for a single webhook", "help_title": "Unexpected multiple runs for a single webhook", "slug": "_platform", "auth_signals": [], "text": "Unexpected multiple runs for a single webhook &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations Webhooks Unexpected multiple runs for a single webhook Updated May 29, 2026 18:14 Your Zap history shows multiple successful runs for what you expected to be one single event. For example, you sent one webhook request, but 10 separate runs appeared in your Zap history, all triggered at the same time. Causes This behavior is caused by the way Zapier processes an array of objects. When the Webhooks by Zapier trigger receives an array ( line items ), it automatically treats each object inside that array as a separate line item. Zapier then creates a separate Zap run for each one (a process called \"forking\"), and runs the subsequent action steps individually for every line item. This is a feature designed to help you process a list of data without needing to send multiple individual requests. Learn more about sending an array of objects with webhooks. How to fix it Option 1: Process as a single object If you want the entire array to be treated as a single piece of data (i.e., you only want your Zap to run once), adjust the webhook's data format, if the app allows it. Instead of sending the array as the top-level payload, nest it inside another object within a key. This ensures the Zapier trigger reads only one top-level object. Option 2: Create a private app If you need more control over how data is received and handled, consider building a private app using Zapier’s Developer Platform . Note The Zapier Support team is able to provide basic troubleshooting for Webhooks by Zapier and API Request actions, but they cannot troubleshoot the API you use. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39711639396109-Set-up-a-VPC-peering-connection-to-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39711639396109-Set-up-a-VPC-peering-connection-to-Zapier", "title": "Set up a VPC peering connection to Zapier", "help_title": "Set up a VPC peering connection to Zapier", "slug": "_platform", "auth_signals": [], "text": "Set up a VPC peering connection to Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Set up a VPC peering connection to Zapier Updated May 29, 2026 18:17 You can connect your Amazon Web Services (AWS) Virtual Private Cloud (VPC) to Zapier using VPC peering. This creates a secure, private network path between Zapier and your AWS resources, so data can move without going over the public internet. Available on plans: Free Professional Team Enterprise Prerequisites To set up a VPC peering connection to Zapier, you must have: An AWS account and your AWS account ID . An Amazon VPC with a private subnet. 1. Get your VPC information To set up a VPC peering connection, Zapier needs information about your Amazon VPC: Go to the Amazon VPC management console page. In the navigation pane, select Your VPCs under the Virtual private cloud section. Select the VPC you want Zapier’s VPC to connect to. On the selected VPC’s Details tab, get: VPC ID IPv4 CIDR Availability Zone(s) that the VPC is using Example VPC ID: vpc-02dbfd3c1cb0b1879 IPv4 CIDR: 10.0.0.0/16 Availability Zone: us-west-2a Send your AWS account ID and VPC information through Zapier Support . 2. Accept the VPC peering connection request Once Zapier has your AWS account ID and VPC information, Zapier will create a VPC and notify you to accept the peer connection request. To accept the peer connection request: Go to the Amazon VPC management console page. In the navigation pane, select Peering connections under the Virtual private cloud section. Select the peering connection sent by Zapier’s VPC. It will have a Pending acceptance status. Click the Actions dropdown. Click Accept request to open the confirmation modal and verify the request. Click Accept request . 3. Add a route to the peered VPC To route between the two connected VPCs: Go to the Amazon VPC management console page. In the navigation pane, select Route tables under the Virtual private cloud section. Select the route table that’s associated with the subnet where your instance resides. Click the Actions dropdown . Click Edit routes to open the route editor. Click Add route . For Destination , enter the IPv4 CIDR block of the Zapier VPC. For Target , select the VPC peering connection. Click Save changes. Once this is complete, notify us through Zapier Support , and we’ll ensure the routing table is configured correctly. Next steps Once you've set the VPC peering connection, you can start building Zap workflows or connecting apps . New and existing app integrations can immediately use the peering connection by referencing an IP address or DNS name on your VPC. If you want to build a private integration , visit the Zapier Developer Platform to learn more. Troubleshooting If you have a Private DNS Zone for Private DNS names, we will not be able to resolve your DNS names after setting up the peering connection. To resolve this, you can perform one of the following: Add the Zapier VPC ID to your DNS private zone. Identify which services you want to use with Zapier and coordinate setting up an AWS Private Link . Limitations For now, VPC peering connections are only supported through AWS. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39775921757709-Big-changes-to-how-you-manage-your-account-assets", "final_url": "https://help.zapier.com/hc/en-us/articles/39775921757709-Big-changes-to-how-you-manage-your-account-assets", "title": "Big changes to how you manage your account assets", "help_title": "Big changes to how you manage your account assets", "slug": "_platform", "auth_signals": [], "text": "Big changes to how you manage your account assets! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 Big changes to how you manage your account assets! Updated May 29, 2026 18:17 Introducing the new Assets page, a single location where you can organize, manage, and share your assets across all Zapier products–Zap workflows, Tables, Interfaces, Chatbots, Canvas, and Agents. We’ve standardized how it works across all products, making it easier than ever to build and maintain your business-critical workflows. Now, you can: View entire automation systems together, regardless of which Zapier products they use, or by product. Set up your automation systems with less friction and complexity. Support asset management at scale. Learn more about how to view all assets in your Zapier account . Note This new design is being rolled out to users in stages through the end of 2025. If you do not see this design, refer to specific product pages in the Help Center for more information on how to organize and manage your assets: Manage your Zap workflows . Manage chatbots . Manage interfaces . Manage tables . Manage agents . Collaborate on a canvas . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39703663119117-View-all-assets-in-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/39703663119117-View-all-assets-in-your-Zapier-account", "title": "View all assets in your Zapier account", "help_title": "View all assets in your Zapier account", "slug": "_platform", "auth_signals": ["webhook"], "text": "View all assets in your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account organization View all assets in your Zapier account Updated July 01, 2026 10:17 The Assets page organizes all of your assets across all Zapier products–Zap workflows, Tables, Forms, Chatbots, Canvas, and Agents–in a single location. It allows you to view and organize assets in multi-product folders or by individual product. Available on plans: Free Professional Team Enterprise Accessing the Assets page To go to the Assets page, click the assets icon in the left sidebar on any main Zapier page. Once there, there’s a second left-hand sidebar that you can use to navigate between folders and product-specific asset pages. Note This new design is being rolled out to users in stages through the end of 2025. If you do not see this design, refer to specific product pages in the Help Center for more information on how to organize and manage your assets: Manage your Zap workflows . Manage chatbots . Manage form projects . Manage tables . Manage agents . Collaborate on a canvas . Folders Folders let you organize related assets from all Zapier products in one location for better asset management. Example You have a customer support workflow that uses several Zapier products: A chatbot where customers can ask questions. A table to store frequently asked questions from customers that the chatbot uses to send replies to customers. A Zap to notify your support team when a customer needs more help. For easy management, you can organize all of them in a single folder. Folders list page By default, when you navigate to the Assets page, it will open to the Folders list page, which contains all folders that you have access to: Your personal folder and any subfolders within it. Folders you own and shared with others. Folders that others own and have shared with you. Note Account super admin and owners can access any folder or asset in an account, even if they are not shared with them. Learn more about account user roles and permissions . Folder-specific pages When you select a specific folder from the Folders list page, you will be redirected to that folder’s page. Each folder has a Documentation tab, where you can pin one canvas for quick access. The canvas must already be in the folder to be pinned. Learn how to pin a canvas to a folder’s documentation tab . Top menu The top level menu allows you to search for and filter folder results, as well as access the Trash folder and create new assets or folders. A search bar where you can search for a folder by name. A dropdown menu where you can filter results by folder access: All : all folders you own or which have been shared with you. Owned by me : folders you own. Shared with me : folders that other users in your Team or Enterprise account own and have shared with you. A dropdown menu where you can filter results by owner. The Default view button . When clicked, it will save your current view, including any filter settings you've applied, as your default view in the future. The Reset view button . When clicked, it will remove the filter settings you've previously saved. By default, Zapier displays all folders that you own or have access to. The + Create button. When you click it, a dropdown menu will expand with options to create a new asset or folder. Folders list Folders are displayed in a table-style list. Each row in the list represents a single folder and includes: Name : the name of the folder. You can sort alphabetically by clicking this column (A to Z or Z to A). Owner : The folder owner’s avatar. Share folder button: lets you share the folder with others in your account. Learn more about sharing folders . Menu icon : opens more management options. Learn more about managing folders . If a folder has subfolders, it will display a right arrow icon that you can click to reveal them. Folder-specific pages When you select a specific folder from the Folders list page, you will be redirected to that folder’s page. Top menu The top level menu allows you to manage the folder. It displays: Avatars of members with whom the folder is currently shared. The Share button. Learn more about sharing folders . The + Create button. When you click it, a dropdown menu will expand with options to create a new asset or folder. A menu icon that opens more management options. Learn more about managing folders . Asset list It will display all assets stored in that folder, displayed as a table-style list. Each row in the list represents a single asset and includes: Name : the name of the asset. Apps : if the asset is a Zap, icons for apps used in the Zap. Last modified : a timestamp that displays when the asset was last changed. Status : if the asset is a Zap, a toggle switch that indicates whether it is turned on or off. Owner : the asset owner’s avatar. Share folder button: lets you share the folder with others in your account. Learn more about sharing folders . Menu icon : opens more management options. Learn more about managing folders . If a folder has subfolders, they will also be displayed in the asset list. If subfolders are nested within a subfolder, they will display a right arrow icon that you can click to reveal them. Note Zap workflows can only be shared individually from within the Zap editor or by sharing the folder they are in. They will not display the Share button. Product-specific asset pages Each Zapier product has its own product-specific asset page that includes a list of all assets that you have access to. To access it: Click the assets icon in the left sidebar on any main Zapier page. You will be redirected to a new page. In the second left-hand sidebar, select the product you want to access. You will be redirected to a new page where you will see all: Assets you own. Assets others own and have shared with you. Note Account super admin and owners can access any folder or asset in an account, even if they are not shared with them. Learn more about account user roles and permissions . Agents does not have a product-specific asset page. When you select it from the second left-hand sidebar, you will be redirected to the main Agents page. Top menu The top level menu allows you to manage the folder. It displays different options depending on the product. Zap workflows Tables Forms Chatbots Canvases Zap workflows In the Zap workflows-specific product page , the top level menu allows you to manage your Zap workflows. It displays: A search bar where you can search for a Zap by name or a webhook URL used in a Webhooks step in the Zap. A dropdown menu where you can filter results by Zap access: - All : all Zap workflows you own or which have been shared with you. - Owned by me : Zap workflows you own. - Shared with me : Zap workflows that other users in your Team or Enterprise account own and have shared with you. - Pending billing : any Zap workflows that are turned off due to billing issues. A Filters button that provides additional filtering options by: - Owner : the owner of the Zap. - Status : whether the Zap is on or off. - App : an app used in the Zap. - Connection : an app connection used in the Zap. A dropdown menu where you can filter results by owner. The Default view button . When clicked, it will save your current view, including any filter settings you've applied, as your default view in the future. The Reset view button . When clicked, it will remove the filter settings you've previously saved. By default, Zapier displays all folders that you own or have access to. The Trash button. When you click Trash , you will be redirected to the Trash folder. The + Create button. When you click it, a dropdown menu will expand with options to create a new Zap or folder. Tables In the Tables-specific product page , the top level menu allows you to manage your tables. It displays: A search bar where you can search for a table by name. A dropdown menu where you can filter results by table access: - All : all tables you own or which have been shared with you. - Owned by me : tables you own. - Shared with me : tables that other users in your Team or Enterprise account own and have shared with you. A dropdown menu where you can filter results by owner. A User guide button. When you click it, you’ll be redirected to Tables’ user guide . An Import data button. When you click it, you’ll be redirected to a new page to import your data to create a table. The + Create button. When you click it, you’ll be redirected to a new page where you can create a table. Forms In the Forms-specific product page , the top level menu allows you to manage your form projects. It displays: A search bar where you can search for an form project by name. A dropdown menu where you can filter results by form project access: - All : all form projects you own or which have been shared with you. - Owned by me : form projects you own. - Shared with me : form projects that other users in your Team or Enterprise account own and have shared with you. A dropdown menu where you can filter results by owner. A Help button. When you click it, you’ll be redirected to Forms’ help portal . The + Create button. When you click it, you’ll be redirected to a new page where you can create a form project. Chatbots In the Chatbots-specific product page , the top level menu allows you to manage your chatbots. It displays: A search bar where you can search for a chatbot by name. A dropdown menu where you can filter results by chatbot access: - All : all chatbots you own or which have been shared with you. - Owned by me : chatbots you own. - Shared with me : chatbots that other users in your Team or Enterprise account own and have shared with you. A dropdown menu where you can filter results by owner. The + Create button. When you click it, you’ll be redirected to a new page where you can create a chatbot. Canvases In the Canvases-specific product page , the top level menu allows you to manage your canvases. It displays: A copilot section to help you build new canvases. A search bar where you can search for a canvas by name. A dropdown menu where you can filter results by canvas access: - All : all canvases you own or which have been shared with you. - Owned by me : canvases you own. - Shared with me : canvases that other users in your Team or Enterprise account own and have shared with you. A dropdown menu where you can filter results by owner. The + Create button. When you click it, you’ll be redirected to a new page where you can create a canvas. Asset list Assets are displayed in a table-style list. Each row in the list represents a single asset and displays different options depending on the product. Zap workflows Tables Forms Chatbots Canvases Zap workflows In the Zap workflows-specific product page , the Zap workflows list allows you to see each individual Zap. Each row in the list displays: Name : The name of the Zap. You can sort alphabetically by clicking this column (A to Z or Z to A). Apps : icons for apps used in the Zap. Location : a link to the folder the Zap is in. Last modified : a timestamp that displays when the Zap was last changed. You can sort chronologically by clicking this column (newest to oldest or oldest to newest). Status : a toggle switch that indicates whether the Zap is turned on or off. You can sort by clicking this column (in order of on to off or off to on) Owner : the Zap owner’s avatar. Menu icon : opens more management options. Note Zap workflows can only be shared individually from within the Zap editor or by sharing the folder they are in. They will not display the Share asset button. Tables In the Tables-specific product page , the Tables list allows you to see each individual table. Each row in the list displays: Name : The name of the table. You can sort alphabetically by clicking this column (A to Z or Z to A). Location", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39830168517261-Zap-workflows-will-not-interpret-values-with-curly-braces-as-inputs", "final_url": "https://help.zapier.com/hc/en-us/articles/39830168517261-Zap-workflows-will-not-interpret-values-with-curly-braces-as-inputs", "title": "Zap workflows will not interpret values with curly braces as inputs", "help_title": "Zap workflows will not interpret values with curly braces as inputs", "slug": "_platform", "auth_signals": [], "text": "Zap workflows will not interpret values with curly braces as inputs &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Zap workflows will not interpret values with curly braces as inputs Updated May 29, 2026 18:19 In Zap workflows, when you wrap values in double curly braces, like {{value}} , the Zap will interpret it as a special kind of element, called a curly. Curlies are a special kind of syntax that tells the Zap to interpret the value within a double curly brace as an input. The Zap will then attempt to turn it into a mapped field , as explained in this Zapier Community post . If a Zap isn’t interpreting your curly correctly, you may see it return the values as plain text or return no value at all if the curly was the only value in the field. Causes This may be due to: Using the wrong syntax to create the mapped field. Using another set of double curly braces within a curly. How to fix it Edit your curlies syntax If you’re trying to map a field, follow the instructions in this Zapier Community post to ensure you’re using the correct syntax. Remove nested double curly braces Zap workflows will only interpret one set of doubly curly braces as curlies. If you have another set of curly braces inside, the Zap will interpret it literally and return it as plain text. If you’re using a Code step, pass values into your code using the Input data field instead of trying to use nested curlies. If your app’s values already contain double curly braces, try removing them within the app before the value is sent to the Zap. If you’re trying to pass an input from a curly in one step to a curly in a second step, use the original value that the first curly referenced instead. For example, if you have: Step A that outputs the value “apple”. Step B that references step A in a curly, {{stepA_output}} , it will also output “apple”. Step C that references step B in a curly, {{stepB_output}} , the Zap will output “{{stepA_output}}” instead of \"apple\". This is because it will view it as {{{{stepA_output}}}} and only interpret the outermost set of double curly brackets. Instead, set up step C to use step A directly: {{stepA_output}} . Tip If your trigger app does not return the field you need when you test your trigger step, but you see the field in live Zap runs, you can use a live Zap run as a test record instead of using a curly to create a custom field mapping. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39412609638157-Available-in-line-formulas-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/39412609638157-Available-in-line-formulas-in-Zap-workflows", "title": "Available in line formulas in Zap workflows", "help_title": "Available in line formulas in Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Available in-line formulas in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Available in-line formulas in Zap workflows Updated May 29, 2026 18:19 Learn what formulas are available when using in-line formulas in your Zap workflows . Text Utility List Object Text Text.concat Text.concat(text,text) Combines two strings. Required input \"a\",\"b\" The input strings you want to combine. Wrap each string separately in double quotation marks. Separate strings with commas. Output result The single string of all combined input values. Example Input: Text.concat(\"Hello \",\"world!\") Output: Hello world! Text.lowercase Text.lowercase(\"text\") Converts all uppercase alphabetic characters in a string to lowercase. Required input text The input string you want to convert to lowercase. Output result The converted lowercase string. Example Input: Text.lowercase(\"Hello\") Output: hello Text.trim Text.trim(\"text\") Removes any leading and trailing spaces from a string. Required input text The string you want to remove leading and trailing spaces from. Output result The converted string with leading and trailing spaces removed. Example Input: Text.trim(\" hello\") Output: hello Input: Text.trim(\"hello \") Output: hello Input: Text.trim(\" hello world \") Output: hello world Text.uppercase Text.uppercase(\"text\") Converts all lowercase alphabetic characters in a string to uppercase. Required input text The input string you want to convert to uppercase. Output result The converted uppercase string. Example Input: Text.uppercase(\"Hello\") Output: HELLO Text.extract_email Text.extract_email(\"text\") Extracts the first email address found in a string. Required input text The string containing an email address. Output result The string containing only an email address. Example Input: Text.extract_email(\"Contact support@zapier.com\") Output: support@zapier.com Text.extract_number Text.extract_number(\"number\") Extracts the first number found in a string. Required input number The string containing a number. Output result The string containing only a number. Example Input: Text.extract_number(\"Total: $1,234.50\") Output: 1234.5 Text.extract_url Text.extract_url(\"text\") Extracts the first URL found in a string. Required input text The text containing a URL. Output result The string containing only a URL. Example Input: Text.extract_url(\"Visit https://zapier.com\") Output: https://zapier.com Utility Utils.default Utils.default(\"value\",\"default_value\") Returns the value you enter, or a default value if the input is null, undefined, or empty. Required input value The string or list to evaluate for null, undefined, or empty values. default_value The string or list to return if value is null, undefined, or empty. Output result The original input value, if present; otherwise, the default value. Example Input: Utils.default(\"apple\",\"Fruit\") Output: apple Input: Utils.default(\"\",\"Fruit\") Output: Fruit Utils.strip_tags Utils.strip_tags(\"value\") Removes all HTML or XML tags from a string. Returns plain text. Required input value The input HTML or XML string to remove tags from. Output result The converted plain text value. Limitation The Zap will only remove complete HTML tags. If you have an incomplete HTML tag, like or , the Zap will not remove it. Example Input: Utils.strip_tags(\"Hi there\") Output: Hi there List List.markdown_ordered_list List.markdown_ordered_list(\"value\") Format a list of items as a numbered Markdown-formatted list. Required input items The string list of text items to format into a numbered list. start (Optional) The number to start the list from. separator (Optional) The symbol used to separate the number from each item. The default is a period . . Output result The full Markdown-formatted numbered list as a string. Example Input: List.markdown_ordered_list(Object.parse_json('[\"a\",\"b\",\"c\"]')) Output: 1. a 2. b 3. c List.markdown_unordered_list List.markdown_unordered_list(\"value\") Format a list of items as a bulleted Markdown-formatted list. Required input items The string list of text items to format into a bulleted list. prefix (Optional) The bullet character to use for each item. The default is a hyphen - . Output result The full Markdown-formatted bulleted list as a string. Example Input: List.markdown_unordered_list(Object.parse_json('[\"a\",\"b\",\"c\"]')) Output: - a - b - c Object Note When using JSON, you must wrap the entire string, object, or array in straight single quotation marks ( '' ), not angled double quotation marks ( “” ). Learn more about tips and tricks for using in-line formulas . Object.keys Object.keys(\"obj\") Returns a list of the top-level keys in an object. Required input obj The object to get keys from. Output result A list of the top-level keys. Example Input: Object.keys(Object.parse_json('{\"user\":{\"name\":\"Zapier\",\"account\":\"Pro\"}}')) Output: user Object.parse_json Object.parse_json(\"json_str\") Parses a JSON-formatted string and returns an object or list. Required input json_str A valid JSON-formatted string to parse into an object. Handles both object {} and array [] JSON strings. Output result A parsed object or array, returned as an object or list. Example Input: Object.parse_json('{\"user\":{\"name\":\"Zapier\",\"account\":\"Pro\"}}') Output: user: {'account': 'Pro', 'name': 'Zapier'} Object.to_json Object.to_json(\"json_str\") Converts an object or list into a JSON-formatted string. Required input obj An object or list to convert into a JSON-formatted string. Output result A valid JSON string representing the original object or list. Example Input: Object.to_json(Object.parse_json('{\"user\":{\"name\":\"Zapier\",\"account\":\"Pro\"}}')) Output: {\"user\": {\"name\": \"Zapier\", \"account\": \"Pro\"}} Object.values Object.values(\"obj\") Returns a list of top-level values from an object. Required input obj The object to get values from. Output result A list of the top-level values. Example Input: Object.values(Object.parse_json('{\"user\":{\"name\":\"Zapier\",\"account\":\"Pro\"}}')) Output: {\"name\": \"Zapier\", \"account\": \"Pro\"} Additional resources Learn about tips and tricks for using in-line formulas . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40032582860813-Use-in-line-formulas-to-format-data-in-your-step-fields", "final_url": "https://help.zapier.com/hc/en-us/articles/40032582860813-Use-in-line-formulas-to-format-data-in-your-step-fields", "title": "Use in line formulas to format data in your step fields", "help_title": "Use in line formulas to format data in your step fields", "slug": "_platform", "auth_signals": [], "text": "Use in-line formulas to format data in your step fields &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Use in-line formulas to format data in your step fields Updated May 29, 2026 18:19 With in-line formulas, you can transform text, numbers, and other data into the format you need. To set up in-line formulas, you add them inside the fields where you need to transform data–there’s no separate step required, unlike the Formatter app. Available on plans: Free Professional Team Enterprise Early Access In-line formulas is available through the Zapier Early Access program . This feature has limited availability and is in active development. Add an in-line formula to a field When setting up your action step : Click the plus sign icon at the end of a field to open the dropdown menu. - For dropdown menu field types, switch to using a custom value first. In the top menu bar, select Formulas . Select a formula . The step will add it to the field’s input box. Replace all placeholder values between quotation marks with the values you want to transform. - You can double click the placeholder value to select it, then replace it with a mapped field. Example If you want to remove HTML tags from the body of an email, you can use the Utils.strip_tags formula. Select it, then replace “value” with the body of the email. When the Zap runs, it will remove all HTML tags like and return plain, unformatted text. For the value: I would like to order two bunches of violets. I do not want any that have been trod in the mud. Please reply with pricing. Kindest regards, Henry Higgins The Utils.strip_tags formula would output: I would like to order two bunches of violets. I do not want any that have been trod in the mud. Please reply with pricing. Kindest regards, Henry Higgins Tip When you hover over an in-line formula in your field, a pop-up will appear that explains what the formula is and provides examples of how to use it. Limitations You cannot combine static and dynamic values inside a formula. Nest the Text.concat formula inside another formula to combine them first. Example When you test a step that contains an in-line formula, the Data in tab will display the entire formula, not the transformed data. You can review the output in the live test result in your app instead. List formulas will not accept CSV values. You can use the Object.parse_json formula to parse it into a list the formula can accept. You can also add a Formatter step to transform your CSV into line items instead. Deleting a formula does not delete its values. You must delete those separately. Additional resources Learn more about available in-line formulas and tips and tricks for using in-line formulas . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39571925844365-Apps-monthly-round-up-August-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/39571925844365-Apps-monthly-round-up-August-2025", "title": "Apps monthly round up August 2025", "help_title": "Apps monthly round up August 2025", "slug": "_platform", "auth_signals": [], "text": "Apps monthly round up August 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2025 Apps monthly round up August 2025 Updated April 21, 2026 12:06 Airtable We’ve added this new search: Get Base Schema. We’ve added these new actions: Create Base. Create Table. Add Comment to Record. Update Multiple Records. Dropbox We’ve added these new searches: Find Shared Links. List Folder Contents. Google Calendar We’ve added these new searches: Get Calendar Information. Find Calendars. We’ve added a new Move Event to Another Calendar action. Google Drive We’ve added these new actions: Delete File. Remove File Permission. Export File. Update File or Folder Metadata. We’ve added a new Get File Permissions search. Google Sheets We’ve added these new searches: Get Row by ID. Get Spreadsheet by ID. Get Data Range. We’ve added these new actions: Format Cell Range (Date/Number). Create Conditional Formatting Rule. Delete Sheet. Change Sheet Properties. Copy Range. Sort Range. Set Data Validation. Rename Sheet. We fixed an issue where the Update Spreadsheet Rows action was not updating all columns when using line items. Intercom We’ve added a new New AI Summary trigger. Jira Software Cloud We’ve added these new searches: Get Attachment Content. Get Sprint Information. Find Issues by Filter. We’ve added a new Add Work Log to Issue action. The Find Issue , Find Issues (Via JQL) , and Find Issue by Key searches now have an input field Fields that optionally allows for specific output fields to be returned. Looker The Run Look action now has options to return data as a CSV or XLSX file (previously only JSON). Microsoft Outlook We’ve added these new actions: Add Category to Email. Move Email to Folder. Send Draft Email. Forward Email. We’ve added these new searches: Get Calendar Events in Date Range. Find Emails in Specific Folder. We fixed an issue where the Find Email search and New Email Matching Search trigger were showing the email content as plain text instead of HTML. Microsoft SharePoint We’ve added a new Get Folder Contents search. We’ve added these new actions: Create Anonymous Sharing Link. Copy File or Folder (Within Site). Copy File or Folder (Across Sites). Get Site Information. Microsoft Teams We’ve added these new searches: Get Chat Message. Get Channel by ID. Get Channel Message. The Find Public Channel search now optionally supports archived channels. monday.com We’ve added a new Specific Subitem Column Value Changed in Board trigger. The Specific Column Value Changed in Board trigger now supports subitems. Notion We’ve added these new searches: Get Page Property. Get User Details. Get Block Children. Get Page or Database Item by ID. Query Database (Advanced). We’ve added these new actions: Move Page. Update Database Schema. Add Block to Page. The Create Database Item , Update Database Item , and Add Content to Page actions now support Markdown. The Notion integration now supports Relation-type output fields (returning arrays of related item IDs). We fixed an issue where actions that added content to database items or pages with email addresses were improperly encoding the email address. Shopify We’ve added a new Create Company Location action. Slack We’ve added these new searches: Get Message Reactions. Get Conversation Members. We’ve added these new actions: Archive Conversation. Delete Message. WhatsApp Notifications We fixed an issue where the Send Message action using the message_reminder template with a valid URL was returning a \"(#100) Invalid parameter\" error. Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39645433045773-Zapier-plan-updates-Tables-Interfaces-and-MCP-now-included", "final_url": "https://help.zapier.com/hc/en-us/articles/39645433045773-Zapier-plan-updates-Tables-Interfaces-and-MCP-now-included", "title": "Zapier plan updates Tables Interfaces and MCP now included", "help_title": "Zapier plan updates Tables Interfaces and MCP now included", "slug": "_platform", "auth_signals": [], "text": "Zapier plan updates: Tables, Interfaces, and MCP now included &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 Zapier plan updates: Tables, Interfaces, and MCP now included Updated May 29, 2026 18:17 Zapier plans have been upgraded to simplify your experience and unlock more automation possibilities. Tables, Interfaces, and Zapier MCP are now included in our Free, Pro, and Team plans — no separate add-ons required. These updates turn Zapier into a complete platform for building end-to-end business systems, giving you automation, data, interfaces, and AI orchestration all in one place Whether you're on a legacy plan or already using our latest plans, you'll receive an email notification explaining how this change affects your account and how to take advantage of these new options. Learn more about the Zapier products included in plans: Zap workflows Tables Interfaces MCP And read more about this change in the Zapier blog. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39703938224781-Manage-assets-in-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/39703938224781-Manage-assets-in-your-Zapier-account", "title": "Manage assets in your Zapier account", "help_title": "Manage assets in your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Manage assets in your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account organization Manage assets in your Zapier account Updated May 29, 2026 18:17 You can manage your assets across all Zapier products–Zap workflows, Tables, forms, Chatbots, Canvas, and Agents–from the Assets page. It includes multi-product folders as well as product-specific asset pages that provide you with different views of your assets. Available on plans: Free Professional Team Enterprise Accessing the Assets page To go to the Assets page, click the assets icon in the left sidebar on any main Zapier page. Once there, there’s a second left-hand sidebar that you can use to navigate between folders and product-specific asset pages. Manage folders You can manage folders from the top-level Folders page or from within a specific folder. Share Share a folder To share a folder with another user or team in your account: From: - The Folders page, click the menu icon next to the folder. A dialog box will appear that displays a list of all users and teams that already have access. - A specific folder page, click the Share button in the top menu. A dialog box will appear that displays a list of all users and teams that already have access. Click the Add member or team search box. A dropdown menu will appear. Search for and select the member or team you want to share with. Click Share to add them as an editor to the list of users who the folder is shared with. To stop sharing: From: - The Folders page, click the menu icon next to the folder. A dialog box will appear that displays a list of all users and teams that already have access. - A specific folder page, click the Share button in the top menu. A dialog box will appear that displays a list of all users and teams that already have access. Select the dropdown menu next to the member or team’s name. Select Remove access . Note Zap workflows can only be shared individually from within the Zap editor or by sharing the folder they are in. They will not display the Share button. Rename Rename a folder To change the name of a folder: From: 1. The Folders page, click the menu icon next to the folder. A dropdown menu will open with additional management options. 2. A specific folder page, click the menu icon in the top menu. A dropdown menu will open with additional management options. Click Rename . A dialog box will appear. In the Name field, enter a new name for your folder. Click Save . Create subfolders Create a subfolder To create a subfolder within an existing folder: From: - The Folders page, click the menu icon next to the folder. A dropdown menu will open with additional management options. - A specific folder page, click the menu icon in the top menu. A dropdown menu will open with additional management options. Click Create subfolder . A dialog box will appear. In the Name field, enter a name for your folder. Click Save . You will be redirected to your new subfolder. Note Subfolders will automatically inherit sharing settings from the top-level folder. Move Move a folder To move a folder into another folder: From: - The Folders page, click the menu icon next to the folder. A dropdown menu will open with additional management options. - A specific folder page, click the menu icon in the top menu. A dropdown menu will open with additional management options. In the top menu, click Move to folder . A dialog box will appear. In the search bar , search for and select a folder . Click Move to folder . To move a subfolder into the top folder level: From: - The Folders page, click the menu icon next to the folder. A dropdown menu will open with additional management options. - A specific folder page, click the menu icon in the top menu. A dropdown menu will open with additional management options. Click Move to folder . A dialog box will appear. Click Move to top level . The dialog box will update to a new screen. Click Move folder to confirm the move. Note Subfolders will automatically inherit sharing settings from the top-level folder, replacing any previous sharing settings. If you move a top-level folder so it becomes a subfolder, then move it again into a top-level position, its previous sharing settings will be restored. Delete Delete a folder To delete a folder: From: - The Folders page, click the menu icon next to the folder. A dropdown menu will open with additional management options. - A specific folder page, click the menu icon in the top menu. A dropdown menu will open with additional management options. Click Delete . A dialog box will appear. Click Delete folder to confirm deletion. Note You cannot delete a folder if it contains assets or subfolders. You cannot recover a deleted folder. Pin a canvas Pin a canvas to a folder's documentation tab Each folder has a documentation tab where you can pin one canvas for quick access. The canvas must already be in the folder to be pinned. To pin a canvas to a folder's documentation tab: Open the folder from the Folders page. Click the Documentation tab in the folder view. Click Pin canvas and select a canvas that is already in that folder. To unpin or change the pinned canvas, open the folder's Documentation tab and click Unpin canvas , then go through the steps again to select a different canvas. Note Each folder can have only one pinned canvas. Permissions for the documentation tab and pinned canvas follow the folder's sharing settings. Add notes Add notes to a folder's documentation tab Each folder's documentation tab includes a notes area where you can add and format text using the toolbar or markdown . Use it to describe the folder's purpose, document team processes, or keep track of important details. To add or edit notes: Open the folder from the Folders page. Click the Documentation tab in the folder view. Click the notes area and start typing. Use the formatting toolbar above the notes area to apply formatting, or type markdown syntax directly. Click the Preview tab to see how your notes will look, or click Edit to continue editing. The notes area supports the following formatting: Headers. Bold and italic . Numbered lists, bullet lists, and checkbox lists. Quotes, links and code. Markdown syntax . Note Notes are visible to everyone the folder is shared with. Permissions follow the folder's sharing settings. Manage assets You can manage assets from within a specific folder or from the product-specific asset page . It displays different options depending on the product. Note Assets may display different management options depending on which product type it is. If an option is not available in the folder page, open the asset to access those options. Agents does not have a product-specific asset page. When you select it from the second left-hand sidebar, you will be redirected to the main Agents page. You can manage your agents from that page. - Agents will appear in your folders, but you cannot manage your agents within folders. Zap workflows Tables Forms Chatbots Canvases Zap workflows You can manage your Zap from either the specific folder where it’s located or from the Zap workflows-specific product page . In the list row where the Zap is located, click the menu icon to find additional management options: Rename : lets you change the name of your Zap. View history : redirects you to the Zap history page for the Zap. Duplicate : makes a copy of the Zap. Change owner : transfers ownership of the Zap to another user in your account. Move to folder : transfers the Zap to another folder in your account. Delete : moves the Zap into the Trash folder. Note Zap workflows can only be shared individually from within the Zap editor or by sharing the folder they are in. They will not display the Share button. Rename your Zap To rename your Zap: Select Rename from the dropdown menu. A dialog box will appear. In the Name field, enter a new name for your folder. Click Save . Duplicate your Zap To make a copy of your Zap: Select Duplicate from the dropdown menu. A dialog box will appear. Select either: - Duplicate to make a copy. The dialog box will close and you will not be redirected to another page. - Duplicate and edit to make a copy. The dialog box will close and you will be redirected to the Zap editor to make changes to the Zap. The new Zap will be named “(Copy) ”, where is the name of the original Zap it was copied from. Note When you duplicate a Zap, only the published version is copied. Any unpublished draft changes are not included in the duplicate. Change your Zap’s owner To transfer ownership of the Zap to another user in your account: Select Change owner from the dropdown menu. A dialog box will appear. In the New owner field, search for and select another user in your account. Click Change owner . Move your Zap to another folder To transfer the Zap to another folder in your account: Select Move to folder from the dropdown menu. A dialog box will appear. In the search bar , search for and select a folder . Click Move to folder . Delete your Zap To move your Zap to the Trash folder: Select Delete from the dropdown menu. A dialog box will appear. Click Delete Zap . If the Zap is on, it will turn off and move to the Trash folder for 30 days before it’s permanently deleted. To restore it: Go to the Zap workflows-specific product page . In the top menu, click Trash . You will be redirected to the Trash folder. Next to the Zap you want to restore, click the menu icon in the top menu. A dropdown menu will open with additional management options. Select Move to folder from the dropdown menu. A dialog box will appear. In the search bar , search for and select a folder . Click Move to folder . Note You cannot restore items from Trash into your personal folder. To restore an item, create a new folder or select an existing one. Tables You can manage your table from either the specific folder where it’s located or from the Tables-specific product page . In the list row where the table is located, you can click: The Share button to share the table with other users or teams in your account. The menu icon next to the table to open a dropdown menu will open with additional management options: - Rename : lets you change the name of your table. - Move to folder : transfers the table to another folder in your account. - Change owner : transfers ownership of the table to another user in your account. - Delete : permanently deletes the table. Share your table To share your table with other users or teams in your account: Click the Share icon from the dropdown menu. 1. A dialog box will appear that displays a list of all users and teams that already have access. Click the Add member or team search box. A dropdown menu will appear. Search for and select the member or team you want to share with. In the dropdown menu , select an asset role for the user or team: 1. Editor . 2. Viewer . Click Share to add them as an editor to the list of users who the folder is shared with. To stop sharing your table, or change a user’s asset role: Click the Share icon from the dropdown menu. - A dialog box will appear that displays a list of all users and teams that already have access. Select the dropdown menu next to the member or team’s name. Select a new asset role to change it or Remove access to stop sharing. Rename your table To rename your table: Select Rename from the dropdown menu. A dialog box will appear. In the Table name field, enter a new name for your folder. (Optional) in the Description field, enter an explanation of what the table is used for. Click Save . Move your table to another folder To transfer the table to another folder in your account: Select Move to folder from the dropdown menu. A dialog box will appear. In the search bar , search for and select a folder . Click Move to folder . Change your table’s owner To transfer ownership of the table to ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40075525924877-Select-anyone-as-your-Human-in-the-Loop-reviewer", "final_url": "https://help.zapier.com/hc/en-us/articles/40075525924877-Select-anyone-as-your-Human-in-the-Loop-reviewer", "title": "Select anyone as your Human in the Loop reviewer", "help_title": "Select anyone as your Human in the Loop reviewer", "slug": "_platform", "auth_signals": [], "text": "Select anyone as your Human in the Loop reviewer &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Select anyone as your Human in the Loop reviewer Updated April 10, 2026 13:07 Now, you can ask anyone to review or provide more data to Human in the Loop requests . In the Reviewer section of the Collect data and Request approval actions, you have the option to select specific members of your account to review or anyone outside of your account. Available on plans: Free Professional Team Enterprise Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39775989012237-Manage-user-roles-and-permissions-more-easily", "final_url": "https://help.zapier.com/hc/en-us/articles/39775989012237-Manage-user-roles-and-permissions-more-easily", "title": "Manage user roles and permissions more easily", "help_title": "Manage user roles and permissions more easily", "slug": "_platform", "auth_signals": [], "text": "Manage user roles and permissions more easily! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 Manage user roles and permissions more easily! Updated May 29, 2026 18:17 Managing user roles and permissions is easier than ever. We’ve standardized user roles and permissions at the account level as well as at the asset level, regardless of which Zapier product you’re using. Now it’s: More straightforward to understand and assign roles and permissions. Simpler to support asset management at scale. Learn more about user roles and permissions in Zapier. Note This new design is being rolled out to users in stages through the end of 2025. If you do not see this design, refer to specific product pages in the Help Center for more information on how to organize and manage your assets: Manage your Zap workflows . Manage chatbots . Manage interfaces . Manage tables . Manage agents . Collaborate on a canvas . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39830746366477-Changes-to-how-Zap-workflows-interpret-curlies", "final_url": "https://help.zapier.com/hc/en-us/articles/39830746366477-Changes-to-how-Zap-workflows-interpret-curlies", "title": "Changes to how Zap workflows interpret curlies", "help_title": "Changes to how Zap workflows interpret curlies", "slug": "_platform", "auth_signals": [], "text": "Changes to how Zap workflows interpret curlies &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 Changes to how Zap workflows interpret curlies Updated May 29, 2026 18:17 We’re updating how Zapier handles field values that are wrapped in double curly braces {{ }} . This change is required to keep your data safe. In Zap workflows, when you wrap values in double curly braces, like {{value}} , the Zap will interpret it as a special kind of element, called a curly. Curlies are a special kind of syntax that tells the Zap to interpret the value within a double curly brace as an input. The Zap will then attempt to turn it into a mapped field , as explained in this Zapier Community post . What’s changing Today: If a step in your Zap has a set of double curly brackets nested within another set of double curly brackets, Zapier will try to interpret both sets as curlies. After the update: Zapier will only interpret the outermost set of double curly brackets as a curly. Any other set of doubly curly brackets within it will remain plain text, including the brackets. For example, if you have: Step A that outputs the value “apple”. Step B that references step A in a curly, {{stepA_output}} , it will also output “apple”. Step C that references step B in a curly, {{stepB_output}} , the Zap will output “{{stepA_output}}” instead of \"apple\". This is because it will view it as {{{{stepA_output}}}} and only interpret the outermost set of double curly brackets. Learn more about troubleshooting curlies . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40368119010701-Best-practices-for-sharing-collaborating-on-and-maintaining-workflows-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/40368119010701-Best-practices-for-sharing-collaborating-on-and-maintaining-workflows-in-Zapier", "title": "Best practices for sharing collaborating on and maintaining workflows in Zapier", "help_title": "Best practices for sharing collaborating on and maintaining workflows in Zapier", "slug": "_platform", "auth_signals": [], "text": "Best practices for sharing, collaborating on, and maintaining workflows in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account organization Best practices for sharing, collaborating on, and maintaining workflows in Zapier Updated May 29, 2026 21:21 In Team and Enterprise accounts , you can share workflows with other users in your account. This helps users to: Collaborate on your business workflows. Transfer workflow knowledge to other members as your account grows. Build more efficiently by using or learning from others’ workflows. This article offers best practices to ensure your workflows are easy to share and maintain over time. Sharing In Zapier, you can share: assets and folders, app connections, and templates. Assets and folders Assets are the building blocks, like specific Zap workflows, Tables, and Forms, that make up your automation. Assets from all Zapier products can be shared with other users in your account. Additionally, you can organize Zap workflows in folders and agents in pods, making them easier to manage by grouping similar assets together. Learn more about managing your assets . App connections For Zapier to automatically send data from one of your apps to another, you must first connect those apps to Zapier. These app connections give Zapier secure access to read and write data to those apps. You can share app connections with other members of your account, allowing them to use your app connections without needing your login credentials in: Zap workflows. Agents. Functions. Chatbots knowledge sources. Tables AI field. MCP. In the App connections page, you can see all apps and app connections that you own or have been shared with you. You can also review which Zap workflows are tied to each connection. Learn more about how to manage your app connections . Note You should only share app connections with people you are comfortable giving access to. After sharing, they will be able to build and edit Zap workflows using your connection. - You can also create a separate account in your app to share instead. For example, instead of sharing a connection to your own email account, you can create a shared email account like zapier@yourcompany.com. Then, you can connect that account in Zapier and share it with members of your account. If you share a Zap without sharing the app connections it uses, the users you share it with will not be able to edit or view the configuration of any step that uses those app connections. Templates You can share templates of Zap workflows and agents with other members of your account. When you make a Zap template to share, it will include a basic outline of each step in your Zap, with apps and events for your trigger and actions pre-populated. It does not include your app connections or any values you’ve entered in step fields . Other users will need to connect their own accounts and complete each step. In Agents, you can share a template of your agent with anyone through a public link. When you share an agent's template, anyone who visits the link can create a new agent with the same instructions, actions, and knowledge sources. Zapier has also designed templates to help users in your account get started. They’re tailored by use case, app, or Zapier product. Note You should only share Agents with people you are comfortable giving access to your instructions, actions, and knowledge sources. Sub-Zap The Sub-Zap app allows you to create a set of actions that you can reuse in multiple Zap workflows. You can also share them with other users in your account so they can easily add them to their own workflows. This saves time and effort when you have repeatable processes that are performed by multiple users in your account. It helps scale shared logic and standardize workflow practices across users. Set up internal training and support Designating advanced users in your account as internal automation champions can be helpful. They can do things like host recurring knowledge-sharing, workflow brainstorming, or co-building sessions to help scale internal learning across all users in your account. Document workflows Describe how to use and manage your workflows so you can collaborate with other users on your account. Zap and step notes, version names Annotate your Zap to provide more context on how it works by adding notes to the overall Zap and to individual steps. This helps you collaborate with other users as well as to revise and troubleshoot your Zap workflows. Learn how to add notes to Zap workflows . You can also use version names as a changelog of edits you've made to the Zap. Use descriptive version names like, “9/30 – updated trigger filter”. Learn more about Zap versions . Create workflow guides You can create guides for how your workflows function, including with one another if you have built several to cooperate as systems, or your entire collection of workflows for a system-wide view. Use your guides to document things like: Tracking data flows: what data inputs and outputs exist in your workflows, like Facebook Lead Ads Form B sends data to Zap workflows C, D, and E. Logic mapping: explanations of how workflows or workflow elements work, like “Relies on Table X and Zap Y”. Shared resources: where app connections or knowledge sources are used in multiple assets or workflows. Systems diagrams: how various workflows interact with one another to create a system. Folder documentation: pin a canvas to a folder's documentation tab so your team has quick access to a visual guide for that folder's workflows. Other examples of what you might want to document include: Workflow name. Workflow purpose. Expected weekly tasks average, so you can benchmark how it should perform. Owner of app connections used in the workflow. Owner of connected assets. Known or expected troubleshooting. You can use AI to create guides for you. For example: Ask Copilot to auto-generate a summary of what your workflow does. Export your Zap as a JSON file , then use Zapier Agents to analyze the JSON. For example, have it describe which fields are mapped between steps so you can understand the relationships between steps. You can also document your workflows by using Zapier Tables to create databases or Zapier Canvas to create diagrams about your workflows. Video walkthroughs can also be helpful. Have users describe how workflows work, any dependencies they have, and how they’re managed. They can even flag any business-critical workflows to keep an eye on. Naming conventions Your organization can create naming conventions as guidelines for naming your workflows, assets, folders, and pods. These guidelines can help ensure that it’s easy for anyone to browse for and search within your account. Store guidelines in an easy-to-find location and share widely for better adoption. Some examples of naming conventions you can use: Naming convention Examples Version numbers or version status tags Support chatbot v2 Financial research pod - ARCHIVED Descriptive names Monthly digest Zap - new articles Engineering leadership team canvas Organization unit names Accounting table Growth zone: operations folder Project names Customer Acquisition Modeling Project canvases Project AI Adoption Temporal names Q4 2030 forecasting 2026 Hack Week Zap workflows Naming conventions can also pertain to elements within workflows, like Zap step names, names of button components in Zapier Forms, and Zapier Canvas groups . For example, your guidelines can suggest users always rename Zap steps with descriptive names. Set up monitoring and governance practices To ensure your business-critical workflows do not get interrupted, follow these best practices. Alerts Control when you get notifications for errors in your Zap workflows by changing the default frequency for all of your Zap workflows or by setting custom frequencies for specific Zap workflows. You can also review any errors in Zap workflows, app connections, and folders on the Alerts page. For a broader view of your account health, you can also visit the Analytics page. It displays information like error rates, the number of alerts, and your task usage. You can also use Zapier Manager in Zap workflows to do things like: Trigger when new Zap workflows are created or turned on. Trigger when new app connections are created. Trigger when Zap workflows are turned off. Turn a Zap on or off. Recurring reviews Regularly review your workflows to identify any unused, redundant, or outdated ones and to refresh your knowledge of how they work and how they’re managed. It can be helpful to set a schedule, like monthly or quarterly, and involve any stakeholders in the workflow. Setting up cross-team reviews of shared workflows will further ensure that business-critical workflows are working optimally. Offboard users Keep business-critical workflows running when removing a member from your account by following these best practices. Before removal: Transfer ownership of their non-Zap assets to another user: Tables . Forms . Chatbots . Agents . Have the user create a video walkthrough of how their workflows work, any dependencies they have, and how they’re managed. They should also flag any business-critical workflows that the new owner should prioritize. During removal: When you’re removing a member, the removal process will prompt you to transfer ownership of their: Zap workflows. App connections. You can select between keeping the connections active for 30 days or until they would normally expire per the app’s policy. After their removal, you should test each app connection to ensure it’s still valid. Note You cannot transfer ownership of canvases, but any users they’re shared with will retain access after the owner is removed from the account. Learn more about sharing canvases . If you also remove the user from the apps used in your workflows, their app connections will expire because the account will no longer exist. This will override any app connection retention selections you made during their removal from your Zapier account. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40499984299277-Share-an-MCP-tool-bundle", "final_url": "https://help.zapier.com/hc/en-us/articles/40499984299277-Share-an-MCP-tool-bundle", "title": "Share an MCP tool bundle", "help_title": "Share an MCP tool bundle", "slug": "_platform", "auth_signals": [], "text": "Share an MCP tool bundle &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Set up MCP Share an MCP tool bundle Updated March 20, 2026 08:20 You can share a copy of your MCP server's tool bundle publicly to help other users duplicate your setup. The link will display the list of tools and let others add it to their own MCP servers. What is a tool bundle? A tool bundle is a collection of tools that you've added to your Zapier MCP server. You can share that list with other users publicly so they can add the same tools to their own server. Note Sharing a tool bundle does not share your connected accounts or any custom settings. How to share a tool bundle In the left sidebar of the Zapier MCP home , select a server . Learn how to set up a new server . Click Share tools on the top right of the screen. A dialog box will open. Enter a name in the Tool bundle name field. By default, it'll be * Tool Bundle*. Enter a description in the Tool bundle description field. Click +Create shareable link . Click the Copy link icon to copy it to your clipboard and share. Using a tool bundle link When someone visits the link, they'll see a list of the available tools. Once they sign in or sign up to Zapier MCP, they must: Select an existing server or create a new one. Connect their app accounts. Remove a tool bundle link To stop sharing a tool bundle link: In the left sidebar of the Zapier MCP home , select a server . Click Share tools on the top right of the screen. A dialog box will open. Click the Remove share link icon to remove the tool bundle link. Provide feedback and get help Submit feature requests, provide feedback, or get help from the Zapier MCP team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40357631050637-Tips-and-tricks-for-using-in-line-formulas-in-your-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/40357631050637-Tips-and-tricks-for-using-in-line-formulas-in-your-Zap-workflows", "title": "Tips and tricks for using in line formulas in your Zap workflows", "help_title": "Tips and tricks for using in line formulas in your Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Tips and tricks for using in-line formulas in your Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Tips and tricks for using in-line formulas in your Zap workflows Updated May 29, 2026 18:19 This article describes best practices when using in-line formulas in Zap workflows . Combine static and dynamic values If you need to use both static and dynamic values inside a formula, use the Text.concat formula to combine them first. Example If you want to combine a static value of “Hello” with a name value from a mapped field, you can use the Text.concat formula with one value being the static value and another being the dynamic value. Nest formulas When nesting one formula inside of another, build from the outside in: add the final formula first, then add the next formula inside of it. Example If you want to both concatenate and capitalize two values: Add the Text.uppercase formula. Replace its placeholder value with the Text.concat formula. Replace the values in the Text.concat formula. Swap formulas To swap one formula for another: Click the field’s input box right after the formula. Press delete (Apple) or backspace (PC) on your keyboard to remove the formula. This will not delete the values inside the formula. Add a new formula . Copy the values that were in the previous formula. Paste the copied values inside of the new formula to replace the placeholder text. Wrapping values in quotation marks For certain data types, you must wrap values in quotation marks for the formula to interpret it correctly, especially when they contain special characters like spaces and commas. Other data types should not have values wrapped in quotation marks. Data type Wrapping Example Notes Text Wrap in quotation marks. \"Hello world!\" You must use straight, double quotation marks (`\"text\"`), not angled double quotation marks (`“text”`). Numbers Do not wrap in quotation marks. 123 Any indexing starts at 0. Booleans Do not wrap in quotation marks. True Use title casing (e.g. `True`, `False`). Lists Wrap in quotation marks. \"[1,2,3]” You must use straight, double quotation marks (`\"text\"`), not angled double quotation marks (`“text”`). Do not use comma-separated string. Instead, nest the `Object.parse_json` formula with the comma-separated string as its input (e.g. `List.markdown_ordered_list(Object.parse_json('[\"a\",\"b\",\"c\"]'))`. Object Wrap in quotation marks. '{\"first_name\": \"Jane\",\"last_name\": \"Doe\"}' You must wrap the entire string, object, or array in straight single quotation marks (`'json_str'`), not straight or angled double quotation marks (`\"json_str\"` or `“json_str”`). Use JSON-parsing to send an object (e.g. `Object.parse_json('{\"key\": \"value\"}')`). Testing in-line formulas When you test a step that contains an in-line formula, the Data in tab will display the entire formula, not the transformed data. You can review the output in the live test result in your app instead. Additional resources Learn more about available in-line formulas . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/39458665773581-How-to-get-started-with-Langfuse-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/39458665773581-How-to-get-started-with-Langfuse-on-Zapier", "title": "How to get started with Langfuse on Zapier", "help_title": "How to get started with Langfuse on Zapier", "slug": "langfuse-ca229249", "auth_signals": [], "text": "How to get started with Langfuse on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Langfuse How to get started with Langfuse on Zapier Updated March 31, 2026 16:17 Langfuse and Zapier connect to automate LLM engineering workflows. You can trigger actions when new projects are created and make API requests to track traces. Prerequisites To use the Langfuse app on Zapier, you must have: An active Langfuse account (free Hobby plan or any paid plan available). Connect Langfuse to Zapier To create an app connection to Langfuse on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Langfuse . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: Public Key : Enter your Langfuse Public Key . Secret Key : Enter your Langfuse Secret Key . Data Region : Select which region your data is stored. Learn how to find your Langfuse Public and Secret key in Langfuse . Click Yes, Continue to Langfuse . Your Langfuse account is now successfully connected to Zapier. About Langfuse's app Triggers, searches, and actions Triggers New Project - Triggers when a new project is created. (Polling - Zapier checks for new data every 15 min on the Free plan) Searches No search actions available for this app Actions API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Create a new record or update an existing record in your app. Limitations API rate limits apply. Langfuse imposes rate limits on its API, which vary by plan. For example, the Hobby plan has limits such as 1,000 requests/min for tracing and 30 requests/min for other APIs. Higher tiers offer increased limits. Templates View all of Langfuse's templates . Additional Langfuse resources Zapier's Langfuse integration page Langfuse's Help Center Langfuse's API documentation ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40920382934029-Projects-are-being-discontinued", "final_url": "https://help.zapier.com/hc/en-us/articles/40920382934029-Projects-are-being-discontinued", "title": "Projects are being discontinued", "help_title": "Projects are being discontinued", "slug": "_platform", "auth_signals": [], "text": "Projects are being discontinued &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Projects are being discontinued Updated November 10, 2025 21:49 With the rollout of the new asset management experience , Zapier is discontinuing the Projects feature. This will be a phased deprecation based on which Projects features are being discontinued and your Zapier plan. In the first phase, we will disable the ability to create new projects and add assets to existing projects. In the second phase, we will automatically migrate your existing projects into folders in the new asset management experience. We will: Recreate all projects as folders. Copy the project name to the folder name. Migrate all applicable assets into the new folder. Assign the project owner as the folder owner. Maintain existing sharing settings in your assets, except for View-only permissions. Remove the Projects listing in the main navigation in the left sidebar of your account. If you do not currently have the new asset management experience, your account will be migrated to it before we migrate your existing projects. After migration, any user that had a Viewer role in the project will not longer be able to view the assets that were in the Project or the new folder that they were migrated to. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40066139149965-Apps-monthly-round-up-September-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/40066139149965-Apps-monthly-round-up-September-2025", "title": "Apps monthly round up September 2025", "help_title": "Apps monthly round up September 2025", "slug": "_platform", "auth_signals": [], "text": "Apps monthly round up September 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: September 2025 Apps monthly round up September 2025 Updated October 03, 2025 15:31 Dropbox We’ve added a new Advanced Search search to find files and folders using advanced filters like file type, category, and content matching. We’ve added these new actions: Set or Remove Shared Link Expiration. Set or Remove Shared Link Password. Set Shared Link Download Permission. Set Shared Link Visibility and Access. Add Folder Member. Create File Request. Gmail We’ve added a new Get Attachment by Filename search. The Gmail integration now outputs attachments as an array instead of numbered fields. Google Docs We’ve added these new actions: Insert Text. Insert Image. Format Text. Update Document Properties. Microsoft Excel We’ve added a new Get Worksheet by ID search. We’ve added these new actions: Delete Worksheet. Clear Row by ID. Clear Column by Index. Clear Cells by Range. Rename Worksheet. Microsoft Office 365 We’ve added these new searches: Get Calendar Events in Date Range. Find Emails. Find Emails in Specific Folder. OneDrive We fixed an issue where the New File trigger did not properly list all available folders in the “Folder” dropdown. Salesforce We’ve added these new actions: Call Apex REST. Apex is Salesforce’s proprietary programming language that allows developers to create custom business logic and REST endpoints within their Salesforce org. These custom endpoints extend Salesforce’s functionality beyond standard objects and operations. Run Report. Launch Flow. We’ve added a new Custom SOQL Query search which provides two query modes: Custom SOQL Mode for direct SOQL query input with complete SELECT query control. Aggregate Mode with a guided query builder for aggregate functions (COUNT, SUM, AVG, MAX, MIN), object and field selection, WHERE clauses, GROUP BY, and time filter presets. Slack We’ve added a new Edit Message action. &nbsp; Help Zapier improve our apps Share your thoughts and feature ideas in Zapier's Community on our latest app integration post ! Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/41004345893005-Lead-Router-task-free-for-a-limited-time", "final_url": "https://help.zapier.com/hc/en-us/articles/41004345893005-Lead-Router-task-free-for-a-limited-time", "title": "Lead Router task free for a limited time", "help_title": "Lead Router task free for a limited time", "slug": "_platform", "auth_signals": [], "text": "Lead Router: task-free for a limited time! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Lead Router: task-free for a limited time! Updated June 03, 2026 10:50 Note The task-free promotional period for Lead Router ended on June 1, 2026. As of June 1, 2026, all leads routed using the Route Lead step consume 5 tasks per lead. We're excited to announce that from November 19, 2025, to June 1, 2026, all tasks generated by the Lead Router step will be completely free for users on modern Zapier plans during this promotional period! Build with confidence and seamlessly integrate Lead Router into your workflows, without worrying about task consumption. What is Lead Router? Lead Router lets you route leads based on territory, company size, or any custom criteria. Take advantage of this promotional period to test advanced routing scenarios, refine your lead qualification processes, and ensure your sales team receives the right leads at the right time. Who can route leads for free? If you're on a modern Zapier plan, you'll automatically get free Lead Router tasks (0 tasks) during the promotional period. Users on a legacy Zapier plan also receive a great deal — 1 task per lead during the promotional period. After the promo As of June 1, 2026, all leads routed using the Route Lead step will consume 5 tasks per lead. All other action steps in the Zapier Lead Router app will consume 0 tasks. You can check your current usage in your Lead Router account by visiting the usage widget on the bottom left side of the page. Limitations Free Lead Router tasks are limited to 10,000 leads routed per account per month during the promo period. Zapier reserves the right to restrict or revoke promotional access in cases of excessive or abusive usage. This promotion applies only to tasks executed within the Lead Router step itself, not to tasks in the rest of your Zap workflow. Ready to get started? Check out the Lead Router tutorial and learn how to set up intelligent lead routing in minutes. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/41225364367501-Update-required-new-static-IP-addresses-for-SQL-database-integrations", "final_url": "https://help.zapier.com/hc/en-us/articles/41225364367501-Update-required-new-static-IP-addresses-for-SQL-database-integrations", "title": "Update required new static IP addresses for SQL database integrations", "help_title": "Update required new static IP addresses for SQL database integrations", "slug": "_platform", "auth_signals": [], "text": "Update required: new static IP addresses for SQL database integrations &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Update required: new static IP addresses for SQL database integrations Updated May 29, 2026 18:17 Affected integrations: MySQL , PostgreSQL , and SQL Server . What's changing We're upgrading the infrastructure for our MySQL, PostgreSQL, and SQL Server integrations to improve performance and reliability. As part of this upgrade, we're implementing new static IP addresses for database connections. Action required Deadline: February 15, 2026 If you use any of these integrations with firewall restrictions, you must update your firewall or network configuration to allow these additional new IP ranges: 44.214.195.64/28 18.246.81.208/28 Note During this transition period (until March 15, 2026), you must allow traffic from all three static IP addresses: the existing IP ( 54.86.9.50 ) and both new ranges. If you do not update your firewall by February 15, 2026, your existing Zap workflows may stop working. Timeline **Phase** **Date** **What happens** **Action required** Before February 15, 2026 You must add the new IP ranges to your firewall configuration and and keep the existing IP address (`54.86.9.50`). **Migration begins** February 15, 2026 Zapier begins migrating existing Zap workflows to the new infrastructure. **Old IP retired** March 15, 2026 The previous static IP address (`54.86.9.50`) will no longer work. What you need to do Required action before February 15, 2026: Update your firewall or network configuration to include the new IP ranges listed above. Do not remove the existing IP address ( 54.86.9.50 ). All three static IP ranges must be allowed until the retired date. Test your database connection to ensure it works properly. Learn more For detailed instructions on configuring static IP addresses for your database: SQL Server setup guide PostgreSQL setup guide MySQL setup guide If you need assistance updating your configuration, contact our Support team. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/41282538488973-Error-Soft-timeout-limit-reached", "final_url": "https://help.zapier.com/hc/en-us/articles/41282538488973-Error-Soft-timeout-limit-reached", "title": "Error Soft timeout limit reached", "help_title": "Error Soft timeout limit reached", "slug": "_platform", "auth_signals": [], "text": "Error: “Soft timeout limit reached.” &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Troubleshoot Zap workflows Error: “Soft timeout limit reached.” Updated November 20, 2025 00:21 In a Zap run, you may see the error message: “Soft timeout limit reached.” Causes This occurs when Zapier runs into issues when processing your Zap steps. How to fix it You can manually replay the failed step. You may have to wait for Zapier to resolve any issues, like outages, before replaying. Learn how replay works . Note Autoreplay will not replay steps that run into this error. Still need help?&nbsp; If this article did not fix the issue, Zapier has a few other options to get you the help you need: Contact Zapier Support . Our Support team can investigate your account to find solutions. Ask in the Zapier Community . Get advice from experienced Zapier users in the Zapier Community. Learn more about getting help. Read our guide on how to get help and support with Zapier to find the best resources for your specific problem. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40525563217037-You-can-now-share-your-MCP-server-tools", "final_url": "https://help.zapier.com/hc/en-us/articles/40525563217037-You-can-now-share-your-MCP-server-tools", "title": "You can now share your MCP server tools", "help_title": "You can now share your MCP server tools", "slug": "_platform", "auth_signals": [], "text": "You can now share your MCP server tools! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2025 You can now share your MCP server tools! Updated October 22, 2025 09:05 Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. Zapier MCP now offers tool bundle sharing: shareable links for your MCP server's tool collections that can be added to any client, making it easier than ever to help other users duplicate your setup with just a few clicks. Sharing tool bundles lets you streamline sharing configurations with your team while keeping your connected accounts and custom settings private.&nbsp; Learn how to share your MCP tool bundle and start collaborating with your team today! ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/41313338753421-Apps-monthly-round-up-October-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/41313338753421-Apps-monthly-round-up-October-2025", "title": "Apps monthly round up October 2025", "help_title": "Apps monthly round up October 2025", "slug": "_platform", "auth_signals": ["oauth"], "text": "Apps monthly round up October 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: October 2025 Apps monthly round up October 2025 Updated April 21, 2026 12:07 Google Sheets The Create Spreadsheet action now supports shared drives. Microsoft Office 365 We fixed an issue where the Send Email action returned a “You passed {raw: true} in request()” error when large file attachments were included. Microsoft Teams Events We fixed an issue where the New Transcription trigger returned an “Error while hydrating data” error for large transcripts. Notion We fixed an issue where the Create Database Item action did not handle special characters properly. Pipedrive We fixed an issue where the Update Deal action returned an “Error 400” error when attempting to clear a date input field. Salesforce We’ve fixed these issues: Where testing the Updated Field on Record trigger would sometimes time out. Where the Launch Flow action returned a “The app returned 400 with no further details” error. Shopify We fixed an issue where connecting to Zapier from the Shopify app store led to an “OAuth error invalid_request” error. Zoom We fixed an issue where testing the New Meeting Summary trigger resulted in a “Please reconnect your Zoom account to use the new meeting summary feature” error. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40766615511309-Use-dropdown-fields-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/40766615511309-Use-dropdown-fields-in-Zapier-Tables", "title": "Use dropdown fields in Zapier Tables", "help_title": "Use dropdown fields in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Use dropdown fields in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Create tables Use dropdown fields in Zapier Tables Updated May 06, 2026 16:40 Dropdown fields are a specific field type in Zapier Tables . They display a set list of values that users can select to avoid data entry errors and inconsistencies. Dropdown source types You can add options for your dropdown field from different sources: Static list : Enter the available options directly in the field setup. Another table or field : Select another table or another field from the same table to be the source of the dropdown. Set up a static list dropdown You can create a list of options directly within your dropdown field. Click the Add field icon on the right side of a table. Select the Dropdown field type . A sidebar will open. In the Name field, enter a name for the field. Other required fields will be automatically filled in for you. The Selection source dropdown menu will have Provide static list pre-selected. In the Selectable Item List fields, enter the options you'd like to display. Use the + Selectable item button to add more options. (Optional) Check the Allow multiple selection checkbox to let users select more than one option. Click Save . Tip You can reorder the options using the drag icon beside each one. Set up a dropdown using another table or field You can select another table, or another field from the same table, to be the source of options for your dropdown. Click the Add field icon on the right side of a table. Select the Dropdown field type . A sidebar will open. In the Name field, enter a name for the field. Other required fields will be automatically filled in for you. In the Selection Source dropdown menu, select Use another table or field . New fields will appear in the sidebar. In the Source Table field, select a table . In the Field to Display field, select a field . (Optional) Check the Allow multiple selection checkbox to let users select more than one option. Click Save . Limitations Dropdown fields can display up to 100 options. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/40892480460685-Gain-more-control-over-app-sharing-in-Enterprise-accounts", "final_url": "https://help.zapier.com/hc/en-us/articles/40892480460685-Gain-more-control-over-app-sharing-in-Enterprise-accounts", "title": "Gain more control over app sharing in Enterprise accounts", "help_title": "Gain more control over app sharing in Enterprise accounts", "slug": "_platform", "auth_signals": [], "text": "Gain more control over app sharing in Enterprise accounts &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Gain more control over app sharing in Enterprise accounts Updated November 13, 2025 12:18 In Enterprise accounts, admins, super admins, and owners can prevent users from being able to share app connections with everyone in the account. This gives you more control, ensuring security over your account. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/41315167504781-Important-security-update-deprecating-outdated-TLS-encryption", "final_url": "https://help.zapier.com/hc/en-us/articles/41315167504781-Important-security-update-deprecating-outdated-TLS-encryption", "title": "Important security update deprecating outdated TLS encryption", "help_title": "Important security update deprecating outdated TLS encryption", "slug": "_platform", "auth_signals": [], "text": "Important security update: deprecating outdated TLS encryption &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 Important security update: deprecating outdated TLS encryption Updated November 28, 2025 15:02 What is changing? At Zapier, protecting our customers and their data is our top priority. As part of our ongoing security improvements, we're upgrading our infrastructure to the TLSv1.2_2021 security policy , which removes support for older Transport Layer Security (TLS) encryption methods (cipher suites) that no longer meet current security standards. Supported cipher suites Starting February 9, 2026, Zapier will only accept connections using the following cipher suites: TLS 1.3 cipher suites: TLS_AES_128_GCM_SHA256 TLS_AES_256_GCM_SHA384 TLS_CHACHA20_POLY1305_SHA256 TLS 1.2 cipher suites: ECDHE-ECDSA-AES128-GCM-SHA256 ECDHE-ECDSA-AES256-GCM-SHA384 ECDHE-ECDSA-CHACHA20-POLY1305 ECDHE-RSA-AES128-GCM-SHA256 ECDHE-RSA-AES256-GCM-SHA384 ECDHE-RSA-CHACHA20-POLY1305 Timeline Zapier encourages you to check and update your systems before January 12, 2025 to ensure a smooth transition. Event Date Impact 24-hour connection test period January 12, 2026 Zapier will temporarily disable support for older cipher suites for 24 hours. Use this window to identify and update any systems that fail to connect. Permanent change February 9, 2026 Older cipher suites will be permanently disabled. Systems using unsupported cipher suites will fail to connect to Zapier. Why is it changing? This update is essential to maintain the security of our systems and customer data. The deprecated cipher suites no longer meet current security standards and compliance requirements. Please check and update your systems accordingly.&nbsp; Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/41776074420493-Add-approval-steps-to-your-agent-s-instructions", "final_url": "https://help.zapier.com/hc/en-us/articles/41776074420493-Add-approval-steps-to-your-agent-s-instructions", "title": "Add approval steps to your agent s instructions", "help_title": "Add approval steps to your agent s instructions", "slug": "_platform", "auth_signals": [], "text": "Add approval steps to your agent&#39;s instructions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Add approval steps to your agent&#39;s instructions Updated April 29, 2026 10:10 At times, agents may require your input to continue executing their instructions. This article explains how to: Tell the agent to stop working and wait for approval. Request that the agent contact you with details of the approval. Asking the agent to expect an approval Agents carry out instructions in the order they are presented. Whenever you want an agent to stop at a certain point and get your confirmation, you can add a sentence like \"ask for my confirmation through [messaging app] before continuing to the next instructions.\" Once the agent reaches that point, it'll wait for you to confirm whether it should continue. Add a messaging action The agent needs access to one of the messaging apps available in Zapier's directory to request your approval. You can add an action to your agent that lets it email or message you through your preferred app. The agent will alert you and you can return to Zapier Agents to approve or stop the workflow. Approving through a Zap If you're using your agent as part of a Zap, you can add a Human in the Loop action step to your Zap right after the Zapier Agents step, to get approval requests via email or Slack before the agent proceeds. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/42071635259661-You-can-now-publish-and-manage-agent-versions", "final_url": "https://help.zapier.com/hc/en-us/articles/42071635259661-You-can-now-publish-and-manage-agent-versions", "title": "You can now publish and manage agent versions", "help_title": "You can now publish and manage agent versions", "slug": "_platform", "auth_signals": [], "text": "You can now publish and manage agent versions! &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2025 You can now publish and manage agent versions! Updated December 19, 2025 13:52 We're excited to announce enhanced publishing and version management capabilities for Zapier Agents !&nbsp; Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. To maintain flexibility while keeping your live agents running smoothly, we've introduced a robust draft system. Create new drafts to make and test changes without affecting your published agent, then publish updates when you're ready. Your agent's status is clearly displayed in the agents list, showing whether it's published and which version is currently active. Ready to get started? Learn how to publish and manage your agent versions . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/42691448506893-App-monthly-round-up-November-2025", "final_url": "https://help.zapier.com/hc/en-us/articles/42691448506893-App-monthly-round-up-November-2025", "title": "App monthly round up November 2025", "help_title": "App monthly round up November 2025", "slug": "_platform", "auth_signals": [], "text": "App monthly round up - November 2025 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: November 2025 App monthly round up - November 2025 Updated April 21, 2026 12:06 Calendly We’ve added a new Book Meeting for Invitee action. We fixed an issue where the Invitee Created trigger occasionally returned a \"Cannot read properties of undefined (reading 'split')\" error. Google Calendar The Find Events and Find Multiple Events searches now support searching by organizer or attendee email addresses. The Add Attendee(s) to Event action dropdown \"Event\" now lists all available events. Instagram for Business The New Tagged Media trigger now returns all media URLs from carousel posts, not just the first image. We fixed an issue where the Publish Photo(s) action occasionally returned a \"Could not publish media file. Media ID is not available\" error. We fixed an issue where the Publish Video action was returning an \"Unsupported media type VIDEO\" error. Jira Software Cloud We fixed an issue where the Create Issue action was occasionally returning an \"Issue does not exist or you do not have permission to see it\" error after successfully creating the issue. LinkedIn Conversions We fixed an issue where the Send Conversion Event action was returning a \"Requested version 20241101 is not active\" error. Microsoft Exchange We’ve added these new triggers: New Email Matching Search . New Message in Folder . We’ve added these new searches: Find Email . Find Emails in Specific Folder . We’ve added these new actions: Reply to Email . Forward Email . Move Email to Folder . Add Category to Email . Microsoft Teams We fixed an issue where the Send Channel Message action was occasionally returning a \"No authorization information present on the request\" error. Notion We’ve added these new triggers: Updated Properties in Data Source Item . Updated Content in Data Source Item . Updated Properties on a Page . Updated Content in Page . We’ve added a new Get Block search. We’ve added these new actions: Upload File to Page or Block . Upload File to Data Source Item . The Create Data Source Item action now supports the use of default or custom templates. The Find Data Source Item search now supports filtering on Relation and Status fields. Pipedrive We’ve fixed these issues: Where the Find Deals search was not working properly for the \"Beginning Match\" and \"Middle Match\" options. Where the Update Deal action was not properly clearing out the value for a datetime input field when using the value null as directed. Salesforce We fixed an issue where the Get Record Attachments search did not have the content-type headers for PDF files set properly, so that sending the file to other apps works properly. Slack We’ve added a new Add Reaction trigger. We’ve added these new actions: Create Canvas . Edit Canvas . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/42896259263373-Use-a-previous-Zap-run-as-a-test-record", "final_url": "https://help.zapier.com/hc/en-us/articles/42896259263373-Use-a-previous-Zap-run-as-a-test-record", "title": "Use a previous Zap run as a test record", "help_title": "Use a previous Zap run as a test record", "slug": "_platform", "auth_signals": [], "text": "Use a previous Zap run as a test record &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Use a previous Zap run as a test record Updated May 29, 2026 18:19 When building or editing your Zap, you can select a previous Zap run to use as your trigger test record . This is useful when: Your trigger app returns generic sample data instead of real data from your account. You need to test with specific data that appeared in a past Zap run but is not available when you test the trigger. A field you need is only available in live Zap runs, not in trigger test results. Use a Zap run as a test record Your Zap must have run at least once before you can use a Zap run as a test record. In your Zap: In the upper right, click Edit Zap (or Edit draft if a previous draft exists) to enter edit mode. In the left sidebar, click the Zap runs icon . The sidebar will expand to display your latest Zap runs. Next to the Zap run you want to use as your trigger test record, click the settings icon . A dropdown menu will open. Select Use as test record . In your trigger step, the Zap run will appear as a test record with the title \"Record from Zap Run\". Manage Zap run test records You can rename or delete the Zap run test record: In your trigger step, select the Test tab. Next to the Zap run test record, click the settings icon . A dropdown menu will open. Select: - Rename to change the name of the test record. - Delete to remove the test record. Limitations You cannot modify test records that you selected from a previous Zap run. If you need to edit values, create a modified test record from your trigger step instead. Your Zap must have run at least once before you can use a Zap run as a test record. Related resources Test Zap steps Modify test records in Zap workflows View and manage your Zap history Replay Zap runs ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/42908133187085-App-monthly-round-up-December-2026", "final_url": "https://help.zapier.com/hc/en-us/articles/42908133187085-App-monthly-round-up-December-2026", "title": "App monthly round up December 2026", "help_title": "App monthly round up December 2026", "slug": "_platform", "auth_signals": [], "text": "App monthly round up - December 2026 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: December 2025 App monthly round up - December 2026 Updated April 21, 2026 12:06 Facebook Pages We fixed an issue where the Create Page Post action was improperly ignoring the image file when both an image file and a link were included. Microsoft Exchange We’ve added these new triggers: New Flagged Email . New Attachment . We’ve added these new actions: Send Draft Email . Create Draft Reply . Set Email Importance . Update Calendar Event . Delete Contact . Add Attendees to Calendar Event . Delete Email . Flag / Unflag Email . Create Folder . Mark Email as Read/Unread . Copy Email . Remove Categories From Email . Delete Event. We’ve added these new searches: Get Calendar Events in Date Range . Find Calendar Event . Get Attachment by ID . The New Attachment trigger and the Send Email , Send Draft Email , and Forward Email actions now support shared mailboxes. Microsoft Office 365 We’ve added these new actions: Reply to Email . Forward Email . Move Email to Folder . Send Draft Email . Create Draft Reply . Set Categories on an Email . Remove Categories From Email . Update Calendar Event . Add Attendees to Calendar Event . Delete Contact . Add User to Distribution List . Set Email Importance . Flag / Unflag Email . Delete Email . Mark Email as Read/Unread . Create Folder . Copy Email . Delete Event. We’ve added a new Get Attachment by ID search. Microsoft Outlook We’ve added these new actions: Delete Email . Mark Email as Read/Unread . Set Email Importance . Flag / Unflag Email . Copy Email . Create Folder . Remove Categories From Email . Add User to Distribution List . Delete Event. We fixed an issue where the Find Calendar Events search was not properly returning more than one matching result. Notion The Create Data Source Item and Update Data Source Item actions now support multiple relation values. Pipedrive We’ve added these new searches: Get Deal . Get Stage . Get Product . Get Lead . Get User . Get Person . Shopify We’ve fixed these issues: Where the Create Blog Entry action was not properly setting the \"Is Published?\" value. Where the New Paid Order and New Fulfilled Order triggers were missing the Fulfillment Location ID output field. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/43465487495181-Guided-templates", "final_url": "https://help.zapier.com/hc/en-us/articles/43465487495181-Guided-templates", "title": "Guided templates", "help_title": "Guided templates", "slug": "_platform", "auth_signals": [], "text": "Guided templates &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Guided templates Updated May 29, 2026 21:22 Guided templates let you turn an existing Zap into a step-by-step setup wizard so your coworkers can create their own copy and customize it for their needs. Instead of sharing a basic outline of your Zap, you can configure a guided template to walk users through the process of setting up a Zap according to your configuration. Available on plans: Free Professional Team Enterprise Example You've built a Zap that sends a Slack notification whenever a new row is added to a Google Sheet. With guided templates, you can help users copy your Zap with built-in guidance like: Lock the Slack channel field so everyone uses the same channel. Make the Google Sheet field editable so each teammate connects their own spreadsheet. Add help text that explains what to do at each step. How guided templates work Guided templates involve three experiences: Creating a guided template: A Zap creator turns an existing Zap into a guided template by configuring which fields are editable, adding help text, and publishing the guided template. Using a guided template: A teammate opens a shared guided template, connects their own app accounts, fills in editable fields, and publishes their own Zap. Managing guided templates: A Guided templates page where you can browse, search, and manage all guided templates that you own or have been shared with you. What you can configure When creating a guided template, you can configure: Basic info: A title, description, and overview that explain what the guided template does. App connections: Custom help text for each app connection the guided template user will need to set up. Fields: Whether each field is locked or editable by the guided template user. You can add help text for editable fields. Variables: Global or Zap variables that the consumer can fill in during setup. Sharing: Who can access the guided template. Guided templates vs. shared Zap templates Guided templates are different from shared Zap templates feature. Feature Shared Zap templates Guided templates What's included An outline of the Zap with only apps and app events pre-selected. A fully configured Zap with fields pre-populated. Setup experience Consumer configures the Zap on their own. Step-by-step wizard with help text at each stage. Field control All fields are editable. Creator can lock or unlock individual fields. Custom guidance No custom help text. Custom help text. Variables Not supported. Supports Zap and global variables. Next steps Create a guided template Use a guided template Manage guided templates Learn about variables and the Sub-Zap app for other ways to build reusable components ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/43554846358541-App-update-Twitter-integration-removal", "final_url": "https://help.zapier.com/hc/en-us/articles/43554846358541-App-update-Twitter-integration-removal", "title": "App update Twitter integration removal", "help_title": "App update Twitter integration removal", "slug": "_platform", "auth_signals": [], "text": "App update: Twitter integration removal &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: August 2023 App update: Twitter integration removal Updated May 29, 2026 18:15 Twitter integration removal notice On August 31, 2023, Zapier’s current Twitter integration will stop working due to Twitter's decision to change its API policy and pricing. To prepare, here are a few critical dates to note: Beginning today, you won’t be able to create any new Zap workflows using the Twitter integration. Your Zap workflows using Twitter will stop working on Aug. 31. You can access Zap workflows using Twitter with view-only access until Sept. 30. When using the Twitter app with Transfer , Zapier currently only supports the source data, Follower, Mention, and Tweet. It will stop working on August 31, 2023. Alternative social media apps on Zapier Zapier supports many social media apps and social marketing apps, including solutions for creating new posts: Social media management apps like Buffer and Hootsuite allow you to post to Twitter automatically. Learn more about the social media management and marketing apps Zapier supports. Social media channels like Facebook Pages , Instagram for Business , and LinkedIn allow you to create new posts with Zapier. Learn more about all of the social media apps Zapier supports. If you cross-post content between channels, Zapier recommends reviewing our 5 best social management tools in 2023 or our list of supported social media management tools . If you need more assistance to create continuity for your social media needs: You can work with a Zapier Expert to explore alternative options. You can post in the Zapier Community to chat with fellow automators. Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/42628557166221-Embed-external-content-into-your-canvas", "final_url": "https://help.zapier.com/hc/en-us/articles/42628557166221-Embed-external-content-into-your-canvas", "title": "Embed external content into your canvas", "help_title": "Embed external content into your canvas", "slug": "_platform", "auth_signals": [], "text": "Embed external content into your canvas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Canvas Create a canvas Embed external content into your canvas Updated July 21, 2026 13:31 In Zapier Canvas , you can embed external content directly into your canvas to create rich, visual documentation of your automated systems. How to embed content into a canvas You can embed content by creating an embed link step or by adding it directly to a default step. Embed link step Default step Embed link step From the Canvas home , select your canvas . Click the down arrow in the toolbar at the bottom of the canvas. Click Embed link . A dialog box will open. Paste the link to your content in the field. Click Add . Default step From the Canvas home , select your canvas . Click the default step in the toolbar at the bottom of the canvas. Click anywhere on the canvas to place it. Click the link icon . A dialog box will open. Paste the link to your content in the field. In the Display as dropdown menu, select Embed . Click Add . Learn how to create a canvas . Supported embed types Canvas supports embedding content from these sources: Media YouTube Loom Vimeo Video URLs from any source using the following image formats: .mp4 , .webm , .ogg , .mov , .avi , .mkv Spotify Image and GIF URLs from any source in the following formats: .png , .jpeg , .svg , or .gif Spreadsheets and databases Google Sheets Airtable Microsoft Excel Documents and files Google Docs Google Slides Google Drive files Notion pages (must be published publicly) Superhuman Docs (must be published publicly) FigJam Figma Forms and surveys Google Forms Scheduling and calendars Google Calendar Calendly Beyond the apps in this list, any app that supports public embed links should work in Canvas. If you're having trouble embedding content with a regular link, try using the app's public embed link instead. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/42070243063053-Publish-and-manage-agent-versions", "final_url": "https://help.zapier.com/hc/en-us/articles/42070243063053-Publish-and-manage-agent-versions", "title": "Publish and manage agent versions", "help_title": "Publish and manage agent versions", "slug": "_platform", "auth_signals": [], "text": "Publish and manage agent versions &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Publish and manage agent versions Updated April 27, 2026 10:52 When you create an agent in Zapier Agents , you must publish it before it can run. Publishing activates your agent's trigger, allowing it to respond to events automatically. Until you publish, your agent only runs during testing. Publishing also creates a version of your agent that is active and ready to automate tasks. To continue making changes to your agent, create a new draft so you can edit without affecting the published version. Publish an agent Before an agent can run, you must publish it. To publish an agent: From the Zapier Agents home , select your agent or add a new one . Make any changes to your agent's instructions, triggers, or tools . Click Publish in the upper-right corner of the screen. Your agent is now active and will run based on the selected trigger. Learn more about how different triggers behave after publishing . Note When you publish an agent, it becomes active immediately. Ensure that you test your agent before publishing . Work with drafts Once you publish an agent, its instructions and tools cannot be edited. To make changes to a published agent, you must create a draft. Drafts create a new version of the same agent and allow you to: Make and test changes without affecting your live agent. Test how the agent will behave with the new configuration. Create a new draft From the Zapier Agents home , select your agent . Click Create new draft . The new draft will have a label indicating the version number, such as v3 . Any changes are automatically saved in your draft. Publish draft changes To apply your changes to the live agent, from your agent's Configure screen , click Publish . The agent will now run using the updated configuration. Agent status and publishing Your agent's current status appears in the agents list, in the Status column. Published : The agent is active and using the version number that appears on the status label. Not published : The agent has not yet been published. These statuses are different from activity running statuses . Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/43960576956301-Screen-AI-output-for-safety-and-compliance-with-AI-Guardrails-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/43960576956301-Screen-AI-output-for-safety-and-compliance-with-AI-Guardrails-by-Zapier", "title": "Screen AI output for safety and compliance with AI Guardrails by Zapier", "help_title": "Screen AI output for safety and compliance with AI Guardrails by Zapier", "slug": "_platform", "auth_signals": [], "text": "Screen AI output for safety and compliance with AI Guardrails by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2026 Screen AI output for safety and compliance with AI Guardrails by Zapier Updated May 29, 2026 18:16 AI Guardrails by Zapier is now available. Add AI safety, compliance, and detection to your Zap workflows, Agents, and MCP servers to check AI-generated content before it's used in your workflows. What AI Guardrails by Zapier does AI Guardrails by Zapier scans AI output in real time so you can catch issues before they reach downstream steps. You can use it to: Check for personally identifiable information (PII) — Scan AI-generated text for PII and get pass/fail results with detected types. Supports English and Spanish. Detect prompt injection — Analyze text for attempts to manipulate AI model behavior. Detect sentiment — Determine emotional tone (positive, negative, neutral, or mixed) with confidence scores. Detect toxicity — Screen content for toxic or harmful language. How to use it AI Guardrails by Zapier works in Zap workflows, Agents, and MCP: Zap workflows — Add an AI Guardrails by Zapier action step after your AI app step. Pair it with Human in the Loop for human review of flagged content. Agents — Add AI Guardrails by Zapier as a tool, then include instructions in your Agent's prompt to use it. MCP — Add AI Guardrails by Zapier as a tool on your MCP server so your AI client can run its actions. For full setup steps, read How to get started with AI Guardrails by Zapier . Things to know AI Guardrails by Zapier does not retain any data. Your content is processed in real time and is not stored after the action completes. No AI-powered detection system is 100% accurate. Use AI Guardrails by Zapier as one layer in a broader safety strategy, not as a standalone solution. All Zapier accounts can use AI Guardrails by Zapier. Learn more AI Guardrails by Zapier integrations page AI compliance: Integrate AI into your compliance workflows AI security: How to protect your tools and processes ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44170499172237-Action-required-Update-your-Pipedrive-workflows-before-the-V1-API-deprecation", "final_url": "https://help.zapier.com/hc/en-us/articles/44170499172237-Action-required-Update-your-Pipedrive-workflows-before-the-V1-API-deprecation", "title": "Action required Update your Pipedrive workflows before the V1 API deprecation", "help_title": "Action required Update your Pipedrive workflows before the V1 API deprecation", "slug": "_platform", "auth_signals": [], "text": "Action required: Update your Pipedrive workflows before the V1 API deprecation &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product update: March 2026 Action required: Update your Pipedrive workflows before the V1 API deprecation Updated May 29, 2026 18:16 Pipedrive is deprecating all V1 API endpoints on July 31, 2026 . If you use Pipedrive with Zapier, you may need to update your workflows to continue working after this date. What is changing Pipedrive is deprecating triggers, actions, and searches that rely on their V1 API. These steps are being replaced with new V2 versions that use Pipedrive's updated API in the latest app version. Why this is happening Pipedrive is modernizing their API to improve performance, security, and reliability. The V2 API offers better efficiency and follows current API best practices. This change is part of Pipedrive's broader migration from API V1 to V2. For more technical details, review Pipedrive's API V2 migration guide . Which Pipedrive steps are affected If you use any of the following triggers, actions, or searches in your workflows, you'll need to update them: Triggers New Activity New Activity in Filter New Deal New Deal in Filter Updated Deal in Stage Updated Deal New Organization New Organization in Filter Updated Organization New Person Updated Person New Person in Filter Searches Find Activity Find Deal Find Deal by Person Find Product Find Products Find Organization Find Person Actions Create Activity Update Activity Add Label to Person Create Deal Add Product to Deal Update Deal Create Organization Update Organization Create Person Update Person Create Product All affected steps have been renamed to include [DEPRECATING JULY 31 2026] in their name, making them easy to identify in your workflows. What you need to do You must update your workflows before July 31, 2026 to avoid disruption. After this date, workflows using deprecated steps will stop working. Identify affected Zap workflows Log into Zapier and go to My Apps . Filter your Zap workflows by Pipedrive and review your Pipedrive Zap workflows. Look for steps with [DEPRECATING JULY 31 2026] in the name. Update your Zap workflows For each affected Zap, in the Zap editor: Click on the affected step. In the Setup tab, select the same event name without the deprecation label. Configure your step as you did previously. Test your step to pull in the latest data. Remap your fields in all subsequent steps. Test your Zap to ensure it works correctly. Turn your Zap back on. Handle missing fields The V2 API returns less data than the V1 API. Some fields that were previously available in trigger or action outputs are no longer included. Example If your Zap used the New Activity trigger and mapped the deal_title field (which is no longer available), you'll need to: Add a Get Deal search step after the trigger. Use the deal_id from the trigger output to find the deal. Map the deal title field from the search step instead. Learn more about adding search steps in Zap workflows . If you previously mapped fields that are no longer available, you may need to add a search step to retrieve that information: Object type Additional search step Activity Get Deal Get Lead Get Organization Get Person Get Activity Type Person Get User Get Organization Deal Get User Get Person Get Organization Organization Get User Product Find Product Variations Need help? Review how to get started with Pipedrive on Zapier for an overview of available triggers, searches and actions. Check common problems with Pipedrive on Zapier for troubleshooting tips. Contact Zapier Support if you need assistance updating your Zap workflows. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/43736747929101-Transform-data-right-in-your-step-fields-with-in-line-formulas", "final_url": "https://help.zapier.com/hc/en-us/articles/43736747929101-Transform-data-right-in-your-step-fields-with-in-line-formulas", "title": "Transform data right in your step fields with in line formulas", "help_title": "Transform data right in your step fields with in line formulas", "slug": "_platform", "auth_signals": [], "text": "Transform data right in your step fields with in-line formulas &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2026 Transform data right in your step fields with in-line formulas Updated February 23, 2026 13:17 With in-line formulas, you can transform text, numbers, and other data into&nbsp;the format you need, directly inside your step fields, with no separate Formatter step required. Now you can: Add formulas to any field, right&nbsp;where&nbsp;you need them. Replace&nbsp;placeholder values with&nbsp;mapped fields&nbsp;to&nbsp;transform live&nbsp;data when&nbsp;your&nbsp;Zap runs. Hover over any formula in&nbsp;a&nbsp;field to see a description&nbsp;and usage&nbsp;examples. Learn how to use in-line formulas , which formulas are available ,&nbsp;and&nbsp; tips and tricks for them . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. &nbsp; ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/43732241361421-Set-up-log-streams-to-monitor-Zap-activity", "final_url": "https://help.zapier.com/hc/en-us/articles/43732241361421-Set-up-log-streams-to-monitor-Zap-activity", "title": "Set up log streams to monitor Zap activity", "help_title": "Set up log streams to monitor Zap activity", "slug": "_platform", "auth_signals": [], "text": "Set up log streams to monitor Zap activity &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Set up log streams to monitor Zap activity Updated July 30, 2026 21:36 Log streams send real-time webhook notifications to your endpoint when events occur in your Zapier account. You can use log streams to track Zap run success and failure rates, monitor configuration changes like new connections or Zap updates, build monitoring dashboards, and set up automated alerting. Available on plans: Free Professional Team Enterprise Prerequisites Enterprise plan . Super admin, or owner role . An HTTPS endpoint that can receive POST requests. Available event types Log streams support two categories of events: Asset management events : Track configuration changes such as Zaps created, connections updated, variables changed, and account membership updates. Execution log events : Track Zap run outcomes including success, error, and halted statuses. Note Set up log streams as early as possible. Log streams only capture events that occur after creation, so you need to configure them on day one to build a complete history in your SIEM or monitoring software. Asset management events App connections Event Description app_connection.created A user connected their app account to Zapier. app_connection.deleted A user deleted their app connection. app_connection.disconnected A connection expired and requires reconnection. app_connection.owner_changed A user transferred ownership of their app connection. app_connection.reconnected A user reconnected their app account to Zapier. app_connection.shared A user shared an app connection with other users. app_connection.unshared A user stopped sharing an app connection. Variables Event Description variable.created A user created a new variable. variable.deleted A user deleted an existing variable. variable.owner_changed The owner changed for an existing variable. variable.updated A user edited an existing variable. MCP servers Event Description mcp_server.created A user created a new MCP server. mcp_server.deleted A user deleted an MCP server. mcp_server.shared A user shared an MCP server with another user or account. mcp_server.sharing_role_updated A user changed sharing role permissions for a given user. mcp_server.tool_added A tool was added to an MCP server. mcp_server.tool_removed A tool was removed from an MCP server. mcp_server.tool_share_link_created A user created a new share link for their MCP server tool bundle. mcp_server.tool_share_link_deleted A user deleted a share link for their MCP server tool bundle. mcp_server.tool_updated A tool was updated on an MCP server. mcp_server.unshared A user unshared an MCP server with a user or account. mcp_server.updated A user updated an MCP server. Tables Event Description table.created A user created a new table. table.deleted A user deleted their table. table.import_completed A table import finished. table.import_started A user began importing data into a table. table.shared A user shared a table with another user or account. table.sharing_role_updated A user changed sharing role permissions for a given user. table.unshared A user unshared a table with a user or account. Account management Event Description account.member_added_to_account A new user was added to the account. account.member_invitation_accepted Someone accepted their member invitation and is now an active user of the account. account.member_invitation_sent An admin sent an invitation for a user to join the organization. account.member_logged_in A user in the account logged onto Zapier. account.member_permissions_updated A user's member permissions were changed. account.member_removed_from_account A user was removed from the account and no longer has access. Zaps Event Description zap.approval_request_approved A super admin or owner approved a change request. zap.approval_request_cancelled A user cancelled their change request. zap.approval_request_denied A super admin or owner denied a change request. zap.approval_request_sent A user submitted a change request for approval. zap.created A user created a new Zap. zap.moved_to_trash A user moved a Zap to the trash. zap.owner_changed A user transferred ownership of their Zap. zap.permanently_deleted A user permanently deleted a Zap. zap.restored_from_trash A user restored a Zap from the trash. zap.turned_off A user turned off a Zap. zap.version_enabled A user turned on a version of their Zap. zap.version_published A user published a new version of their Zap. Execution log events Event Description zap_execution.error The Zap run failed due to an error. zap_execution.halted The Zap was automatically halted after repeated errors. zap_execution.success The Zap run completed with no errors. Create a log stream Go to the Admin Center by clicking the Admin Center icon in the left sidebar. In the admin settings sidebar, select Log streams under the Insights section. Click Create log stream . In the Name field, enter a descriptive name for your log stream (for example, \"Production Error Alerts\"). In the Destination URL field, enter the HTTPS endpoint URL where you want to receive webhook notifications. (Optional) In the Secret field, click Generate to create a secure random secret, or enter your own secret (minimum 16 characters). Use this secret to verify webhook signatures . In the Events section, select the event types you want to receive notifications for. Click Save . Your log stream is now active and will start sending webhook notifications when the selected events occur. Manage log streams After you create a log stream, it appears in the log streams list. The list displays each log stream's state, event count, and creation date. You can take the following actions on a log stream: Edit : Update the name, destination URL, secret, or event selections. Pause : Temporarily stop webhook delivery without deleting the log stream. Delete : Permanently remove the log stream. Event payload When an event occurs, Zapier sends a JSON payload to your log stream's destination URL. The payload structure differs based on the event category. Asset management Execution logs Asset management events use a shared schema that tracks who performed an action, where it occurred, what was affected, and when it happened. { \"version\": \"1.1.0\", \"event_id\": \"3564c9da-b3a5-43d3-b671-ef19f5eccf03\", \"actor\": { \"id\": \"01009a9b-a5a4-85b4-b5a9-e94998489e2b\", \"type\": \"user\", \"email\": \"jane.doe@example.com\", \"first_name\": \"Jane\", \"last_name\": \"Doe\" }, \"where\": { \"id\": \"03d62d5d-26e7-87b2-a4c6-967869a8be1a\", \"type\": \"account\" }, \"when\": { \"timestamp\": \"2025-08-26T09:52:50.625Z\", \"timestamp_ms\": 1756201970625 }, \"what\": { \"action\": \"zap.created\", \"name\": \"Zap created\" }, \"affected_object\": { \"id\": \"00000000-0000-c000-8000-000293850453\", \"type\": \"zap\", \"name\": \"(Copy) mindesign webinar - 5 min before\" }, \"context\": { \"app_name\": \"Zoom\", \"app_version\": \"2.25.0\" } } Change events When an ownership change event occurs (such as zap.owner_changed , app_connection.owner_changed , or variable.owner_changed ), the payload includes an additional what_changed object that describes the transition: { \"version\": \"1.1.0\", \"actor\": { \"id\": \"014ed0bb-cd81-82bc-a951-a00906b04e70\", \"type\": \"user\", \"email\": \"jane.doe@example.com\", \"first_name\": \"Jane\", \"last_name\": \"Doe\" }, \"where\": { \"id\": \"0331f89b-ac40-8bdf-8ed8-af90110062d1\", \"type\": \"account\" }, \"what\": { \"action\": \"zap.owner_changed\", \"name\": \"Zap owner changed\" }, \"affected_object\": { \"id\": \"00000000-0000-c000-8000-000366644697\", \"type\": \"zap\", \"name\": \"Marketing AI Agent #1 — Customer feedback triage\" }, \"what_changed\": { \"change_type\": \"previous_value new_value\", \"object\": { \"previous_value\": { \"id\": \"014ed0bb-cd81-82bc-a951-a00906b04e70\", \"type\": \"user\" }, \"new_value\": { \"id\": \"015a0266-b8e0-89f6-b1ca-f20efd684448\", \"type\": \"user\" } }, \"scalar\": null }, \"context\": { \"ip_address\": \"203.0.113.7\" }, \"when\": { \"timestamp\": \"2026-06-01T16:03:58.069Z\", \"timestamp_ms\": 1780329838069 } } Field Type Description what_changed object Describes what changed. Present for change events like ownership transfers. what_changed.change_type string Type of change: object (structured data with id and type ) or scalar (simple value). what_changed.object object or null Contains previous_value and new_value when change_type is object . what_changed.object.previous_value object The value before the change, containing id and type . what_changed.object.new_value object The value after the change, containing id and type . what_changed.scalar object or null Contains previous_value and new_value when change_type is scalar . context.ip_address string IP address of the actor who performed the action. Payload fields The following table describes each field in the asset management payload. Field Type Description version string Schema version (current: 1.1.0 ). event_id string Unique identifier for the event. actor object Who performed the action. actor.id string or null Unique identifier for the actor. null when actor.type is system . actor.type string Type of actor: user or system . actor.email string or null Email address of the actor. null when actor.type is system . actor.first_name string or null First name of the actor. null when actor.type is system . actor.last_name string or null Last name of the actor. null when actor.type is system . where object Where the action occurred. where.id string Account identifier. where.type string Type of location (for example, account ). when object When the action occurred. when.timestamp string ISO 8601 timestamp. when.timestamp_ms number Unix timestamp in milliseconds. what object What action was taken. what.action string Event action name (for example, zap.created ). what.name string Human-readable event name. affected_object object The object affected by the action. affected_object.id string Unique identifier for the affected object. affected_object.type string Object type (for example, zap , app_connection , variable ). affected_object.name string Name of the affected object. context object Additional context. Varies by event type. Execution log events track Zap run outcomes including success, error, and halted statuses. { \"version\": \"1.1.0\", \"asset_type\": \"zap\", \"asset_id\": \"00000000-0000-c000-8000-000001234567\", \"run_id\": \"abc-def-ghi-789\", \"status\": \"success\", \"started_at\": \"2025-01-15T10:30:00Z\", \"error_message\": null, \"owner\": { \"type\": \"user\", \"id\": \"014b82b8-714f-8322-8be5-3a6b9f7297cd\", \"email\": \"jane.doe@example.com\", \"first_name\": \"Jane\", \"last_name\": \"Doe\" } } Payload fields The following table describes each field in the execution log payload. Field Type Description version string Schema version (current: 1.1.0 ). asset_type string Type of asset. Currently always zap . asset_id string Unique identifier for the Zap. run_id string Unique identifier for the specific Zap run. status string Terminal status: success , error , or halted . started_at string ISO 8601 timestamp when the Zap run started. error_message string or null Error details when the Zap run fails. null for successful runs. owner object The user who owns the Zap that ran. owner.type string Type of owner. Currently always user . owner.id string Unique identifier for the owner. owner.email string Email address of the owner. owner.first_name string First name of the owner. owner.last_name string Last name of the owner. Verify webhook signatures When you create a log stream with a secret, Zapier signs each webhook request with an HMAC-SHA256 signature. Verify these signatures to confirm that incoming requests are from Zapier. Each webhook request includes two headers: Header Description X-Zapier-Signature HMAC-SHA256 signature, hex-encoded. X-Zapier-Timestamp Unix timestamp (in seconds) when the signature was generated. To verify the signature", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/43579890272653-Markdown-formatting-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/43579890272653-Markdown-formatting-in-Zapier", "title": "Markdown formatting in Zapier", "help_title": "Markdown formatting in Zapier", "slug": "_platform", "auth_signals": [], "text": "Markdown formatting in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier tools Other built-in tools Markdown formatting in Zapier Updated March 27, 2026 16:30 Several Zapier products let you format text with markdown. You can use it in Zapier Canvas' text boxes, Zapier Forms' text components, the Zapier Chrome extension reply message, and folder documentation notes . This article lists the markdown syntax that Zapier accepts. Bold Wrap text with two asterisks on each side. Example: **bold text** renders as bold text . Italic Wrap text with one asterisk on each side. Example: *italic text* renders as italic text . Headers Start a line with one or more hash characters. One hash ( # ) is a top-level heading; two ( ## ) is a subheading, and so on. Example: ## Section title renders as a subheading. Lists For a bullet list, start each line with - or * . For a numbered list, start each line with a number followed by a period (e.g. 1. ). For a checkbox list, start each line with - [ ] for an unchecked box or - [x] for a checked box. Links Use the format [link text](URL) . The link text appears within the content, and the URL is the destination. Example: [Zapier help](https://help.zapier.com) renders as a clickable link. Inline code Wrap a word or short phrase in single backticks ( ` ). Example: variable_name renders as monospace text. Code blocks Place three backticks on the line before the code and three backticks on the line after. Everything between them is shown in a code block. Use this for multiple lines or when you need to include backticks in the text. For example, the following block: ``` import pandas as pd df = pd.read_csv('data.csv') print(df.head(10)) ``` will render as: import pandas as pd df = pd.read_csv('data.csv') print(df.head(10)) ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/43996004782349-Allowed-domains-for-app-connections", "final_url": "https://help.zapier.com/hc/en-us/articles/43996004782349-Allowed-domains-for-app-connections", "title": "Allowed domains for app connections", "help_title": "Allowed domains for app connections", "slug": "_platform", "auth_signals": ["oauth"], "text": "Allowed domains for app connections &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Connect and manage app connections Allowed domains for app connections Updated June 29, 2026 10:20 Zapier Enterprise account admins can set up allowed domains to control which email domains are permitted for OAuth app connections in the account. You choose which domains to approve, and Zapier enforces them when users connect apps through OAuth. This article explains what allowed domains are, what they cover, and how to set them up. Available on plans: Free Professional Team Enterprise What are allowed domains? Allowed domains let Enterprise admins specify which email domains are approved for OAuth app connections in their Zapier account. Users can then only connect accounts that use emails from the permitted domains. Prerequisites Your account must be on an Enterprise plan . You must have an admin, super admin, or owner role . Note Allowed domains are entered as plain text and do not need to be verified domains . What apps does allowed domains cover? Allowed domains apply to OAuth-enabled app connections on Zapier. When you add a domain, any app that authenticates through OAuth using that domain is covered. The following apps currently support allowed domains: Airtable GitHub Gmail Google Docs Google Drive Google Sheets Microsoft Outlook Microsoft Teams Notion Salesforce Slack If you'd like to request allowed domains support for an app not listed here, submit a request . Note Allowed domains control which email domains are permitted for OAuth authentication. They do not restrict which apps your team can use. To manage which apps are available in your account, use app access settings . Why use allowed domains? Allowed domains help admins ensure that team members only connect their organization's accounts to Zapier — not personal accounts. For example, without allowed domains, a team member could connect their personal Gmail account and use it in Zap workflows. With allowed domains enabled, only accounts on your approved domains are permitted, blocking personal and unauthorized accounts. Set up allowed domains Go to the Admin Center . In the Admin Center sidebar, in the Governance section, select App connections . In the Allowed domains section, click the dropdown menu and select Allow specific domains . Enter your approved domains as comma-separated values (for example, example.com, zap.com, zapier.com ). To ensure connections work seamlessly, include the following Zapier domains, as they're used during OAuth connection flows: zap.com zapier.com Click Save changes . Once enabled, all new OAuth connections for supported apps will be restricted to the domains on your list, and this change will be recorded in your audit log . Existing connections are not affected. Limitations Allowed domains are only available on Enterprise plans. If you downgrade, you'll lose access to this feature. Allowed domains apply to OAuth connections only. It does not apply to: Apps that authenticate using API keys instead of OAuth. Incoming and outgoing webhooks connections operate independently of allowed domains. API by Zapier OAuth connections are not restricted by allowed domains. Users can connect personal accounts through API by Zapier even if the corresponding app has domain restrictions. To control API by Zapier usage, mark it as a managed app . If your organization also uses IP allowlisting , those settings are managed separately. Existing app connections are not affected. Only connections made after the setting is enabled are subject to the list. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44335126410893-Set-up-your-own-AI-accounts-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44335126410893-Set-up-your-own-AI-accounts-in-Zapier", "title": "Set up your own AI accounts in Zapier", "help_title": "Set up your own AI accounts in Zapier", "slug": "_platform", "auth_signals": [], "text": "Set up your own AI accounts in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Set up your own AI accounts in Zapier Updated April 16, 2026 16:49 Connect your own AI model provider to route AI inference from supported Zapier products through your cloud provider instead of Zapier's built-in AI models. Read Use your own AI accounts in Zapier to learn more about how this works. Available on plans: Free Professional Team Enterprise Prerequisites Before you start, you need: A Zapier Enterprise plan . An admin, super admin, or owner role in your Zapier account. An AWS account with access to Amazon Bedrock . Claude and Cohere models enabled in your AWS Bedrock account. An IAM user or role with the required AWS Bedrock permissions . Note Your inference provider bills you directly for any tokens generated using your connected model. This feature does not change how you are billed for tasks by Zapier. Connect your AI model provider By default, your account uses Zapier models as the model provider. To connect a different provider: In your Zapier account, go to the Admin Center . In the Governance section in the left sidebar, click AI models . You will be redirected to a new page. In the Other providers section, click Connect next to the provider you want to set up. You will be redirected to a new page. In the Select a connection section, either: Select an existing connection for that model. Click Create new connection . A popup window will open so you can create a new connection . The Use Zapier models as fallback toggle controls what happens when your cloud provider is unavailable. If toggled on, Zapier's built-in models will handle requests until your provider recovers, giving you improved uptime and reliability. If toggled off, AI features in supported products will not work while your provider is unavailable. Learn more about this tradeoff when choosing your configuration . Note Switching providers will resync your knowledge sources. If your account actively uses Knowledge by Zapier, all knowledge sources will resync to the new provider. This update can take about two minutes, and Agents and AI by Zapier steps that use these knowledge sources may fail until syncing is complete. Any failed tasks can be rerun after the sync completes. You can only update your AI model provider configuration once every 24 hours. Some AI model providers that are not available yet. To be informed when they are available, click Request access next to the provider. Required AWS IAM policy Attach the following customer-managed policy to the IAM user or role used for your Bedrock connection (for example, zapier-byom-bedrock ). This is the minimum policy required for Zapier to validate your connection and invoke Bedrock models. { \"Version\" : \"2012-10-17\" , \"Statement\" : [ { \"Sid\" : \"BedrockListAndGetInferenceProfiles\" , \"Effect\" : \"Allow\" , \"Action\" : [ \"bedrock:ListInferenceProfiles\" , \"bedrock:GetInferenceProfile\" ], \"Resource\" : [ \"arn:aws:bedrock:*:*:inference-profile/*\" , \"arn:aws:bedrock:*:*:application-inference-profile/*\" ] }, { \"Sid\" : \"BedrockListFoundationModels\" , \"Effect\" : \"Allow\" , \"Action\" : \"bedrock:ListFoundationModels\" , \"Resource\" : \"*\" }, { \"Sid\" : \"BedrockInvoke\" , \"Effect\" : \"Allow\" , \"Action\" : [ \"bedrock:InvokeModel\" , \"bedrock:InvokeModelWithResponseStream\" ], \"Resource\" : [ \"arn:aws:bedrock:*::foundation-model/*\" , \"arn:aws:bedrock:*:*:inference-profile/*\" , \"arn:aws:bedrock:*:*:application-inference-profile/*\" ] }, { \"Sid\" : \"MarketplaceSubscriptionsViaBedrockOnly\" , \"Effect\" : \"Allow\" , \"Action\" : [ \"aws-marketplace:ViewSubscriptions\" , \"aws-marketplace:Subscribe\" , \"aws-marketplace:Unsubscribe\" ], \"Resource\" : \"*\" , \"Condition\" : { \"StringEquals\" : { \"aws:CalledViaLast\" : \"bedrock.amazonaws.com\" } } } ] } Note BedrockListFoundationModels requires \"Resource\": \"*\" because this action has no resource type in the AWS Service Authorization Reference . To restrict to specific AWS regions, replace * in the ARNs with the region ID (for example, us-east-1 ). Chat can use inference profiles in any region where you have access. Rerank and embed operations use us-east-1 only. In this early access version, Zapier determines inference geography and uses a combination of global and us-east-1 regions. In a future update, Zapier will respect the inference profile geography set in your app connection. Learn more Learn more about using your own AI accounts in Zapier and when to use it. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44391650357005-Send-API-requests-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/44391650357005-Send-API-requests-in-Zap-workflows", "title": "Send API requests in Zap workflows", "help_title": "Send API requests in Zap workflows", "slug": "_platform", "auth_signals": ["api_key", "premium"], "text": "Send API requests in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations API Send API requests in Zap workflows Updated June 29, 2026 10:20 The API Request action in API by Zapier lets you securely call any API: credentials are stored in your connection and never exposed in the Zap. You send an HTTP request (GET, POST, PUT, PATCH, or DELETE) to any URL and optionally add query params, headers, and a body. Available on plans: Free Professional Team Enterprise Beta API by Zapier is a beta feature. It's available for use, but still in active development and may change. Prerequisites A paid Zapier account. API by Zapier is a premium app on Zapier. The API endpoint URL you want to call and, if required, any query params, headers, or body from the API docs. Note To use this feature, you'll need to be familiar with sending HTTP requests, APIs, and reading API documentation. Zapier Support can help with the API by Zapier action itself but cannot troubleshoot the API you use. 1. Add the action In the Zap editor, click the Action step (or the + to add a step). A dialog box will appear. Search for and select API by Zapier . Select the API Request action event. Choose your API by Zapier connection (or create one). Click Continue . Tip API by Zapier steps all display the same app name in your Zap flow. To make it easier to identify which API each step calls, click the step name in the editor and rename it to something descriptive (e.g., \"Create Jira Issue\" or \"Update HubSpot Contact\"). You can also add notes to your steps for more context. 2. Configure the request Open the Configure tab and complete the fields below. Method Select the HTTP method from the dropdown (e.g. GET, POST, PUT, PATCH, DELETE). Use whatever your API endpoint expects. URL Enter the full URL for the request. The URL must match your connection's domain filter (the domain(s) you allowed when you set up the connection). Query String Parameters (optional) Add key-value pairs to append to the URL as query parameters. Use this for pagination, filters, or other options your API supports. If your connection uses Query Parameter (API key) authentication, Zapier adds the auth query parameter automatically and hides it from the displayed URL and query parameters. Do not add it here. Headers (optional) Add any additional headers the API needs. Authentication headers are added automatically from your connection; only add extra headers (e.g. Accept, custom headers) here. Body (optional) Enter the request body when the method requires it (e.g. POST with a JSON body). For JSON, provide valid JSON (e.g. {\"key\": \"value\"} ). Content-Type will be auto-detected as application/json if the body is a valid JSON object. You can map values from previous steps into the body. Ensure the result is valid JSON, including proper quoting. 3. Test the action Click Continue . Click Test step to run the request. Review the response. If the API returns an error, check the URL, method, and that your connection's auth (if any) is valid and that the URL matches your connection's domain filter. Learn more How to get started with API by Zapier Trigger API requests in Zap workflows ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44391666408077-Troubleshooting-API-by-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44391666408077-Troubleshooting-API-by-Zapier", "title": "Troubleshooting API by Zapier", "help_title": "Troubleshooting API by Zapier", "slug": "_platform", "auth_signals": ["oauth", "api_key"], "text": "Troubleshooting API by Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations API Troubleshooting API by Zapier Updated June 29, 2026 10:20 Use this article to troubleshoot common issues when using API by Zapier with Zapier. Find your problem below and follow the steps to fix it. Connection and authentication These issues relate to connecting or re-authenticating your API by Zapier account with Zapier. Connection setup does not complete Symptom When you try to create a new API by Zapier connection from the Apps page, the setup flow does not finish. The connection is not created. Causes Required fields were not completed for the chosen authentication type. OAuth2 credentials (client ID, client secret, authorize URL, or token URL) are incorrect. The OAuth2 app does not accept Zapier's redirect URI. How to fix it Create a new API by Zapier connection from the Apps page . Double-check all required fields for your authentication type. Refer to How to get started with API by Zapier for the required fields for each auth type. If you're using OAuth2, confirm your app's redirect URI is set to: https://zapier.com/dashboard/auth/oauth/return/App235435CLIAPI/ If you provide a Test URL , make sure it returns a 2xx response when your credentials are valid. 401 or 403 errors Symptom A 401 (Unauthorized) or 403 (Forbidden) error appears in Zap history when an API by Zapier step tries to send a request. Causes Your API key or OAuth2 token has expired or been revoked. Your OAuth2 scopes do not include the permissions the endpoint requires. The API key does not have access to the specific resource you're requesting. If you use Query Parameter (API key) authentication, the query parameter name does not match what the API expects. How to fix it Go to the Apps page and find your API by Zapier connection. Check that the connection is still active. If the connection shows an error, create a new connection with updated credentials. Verify with the API provider that your credentials have the required permissions for the endpoint you're calling. If you're using OAuth2, confirm that the scopes in your connection match what the endpoint requires. You may need to create a new connection with updated scopes. \"Domain not allowed\" errors Symptom A \"Domain not allowed\" error appears when your Zap step tries to send a request using API by Zapier. Causes The domain in the step URL does not match the domain filter you set when creating the connection. A typo in the step URL or the domain filter. A missing wildcard prefix (e.g., you filtered for example.com but the endpoint uses api.example.com ). How to fix it Open the Zap step with the error and check the URL. Compare it to the domain filter in your API by Zapier connection. The step URL's domain must match one of the allowed domains. If you need to access a subdomain like api.example.com , make sure the domain filter uses a wildcard (e.g., *.example.com ) or includes the specific subdomain. If the domain filter needs to change, create a new connection with the correct domains. Error messages These are specific error codes or messages you might see when using API by Zapier with Zapier. 4xx or 5xx errors from the API Symptom An HTTP error status code (such as 400, 404, 429, 500, 502, or 503) appears in Zap history when an API by Zapier step runs. These errors come from the API you're calling, not from Zapier. Causes 400 Bad Request: The request body or parameters are formatted incorrectly. 404 Not Found: The endpoint URL is wrong or the resource does not exist. 429 Too Many Requests: You've exceeded the API provider's rate limit. 500/502/503: The API provider's server is experiencing issues. How to fix it Check the endpoint URL for typos. Review the request body and parameters against the API provider's documentation. If you're exceeding rate limits, reduce the frequency of your Zap or add a Delay step before the API by Zapier step. For 5xx errors, wait and try again. If the errors persist, check the API provider's status page. JSON errors in the request body Symptom Your Zap step fails with a JSON parsing error when API by Zapier tries to send the request body. Causes Missing or extra quotes, brackets, or commas. Mapped fields that contain special characters (like quotes) that break the JSON structure. Trailing commas after the last item in an object or array. How to fix it Copy your request body and paste it into a JSON validator like jsonlint.com . Check that all mapped fields are properly quoted. For example, {\"name\": \"{{name}}\"} — if {{name}} resolves to a value containing a quote, the JSON will break. If a mapped field might contain special characters, consider using a Formatter step to escape the value before mapping it into your JSON body. Issues in Zap workflows These issues are specific to using API by Zapier triggers and actions in Zap workflows. Poll trigger not finding new items Symptom Your Zap uses the New Item from API trigger, but no new runs appear in Zap history even though the API has new data. Causes The Response Filter path does not match where the array is in the API response. The Dedupe Key does not return a unique value for each item. The API endpoint is not returning new data. How to fix it Test the API endpoint directly (using a tool like Postman or your browser for GET requests) to confirm it returns the data you expect. Check the Response Filter path. It must match the exact location of the array in the response. For example, if the response is {\"data\": {\"results\": [...]}} , the filter path should point to data.results . Verify the Dedupe Key returns a value that's unique for each item (like an id field). If two items share the same dedupe key, the trigger treats them as duplicates and skips one. Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44391683072397-Trigger-API-requests-in-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/44391683072397-Trigger-API-requests-in-Zap-workflows", "title": "Trigger API requests in Zap workflows", "help_title": "Trigger API requests in Zap workflows", "slug": "_platform", "auth_signals": ["premium"], "text": "Trigger API requests in Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Custom logic and integrations API Trigger API requests in Zap workflows Updated June 29, 2026 10:20 The New Item from API trigger in API by Zapier lets you securely call any API: credentials are stored in your connection and never exposed in the Zap. The trigger polls an API endpoint and runs your Zap when new or updated items appear in the response. You configure the request (method, URL, headers, body) and tell Zapier how to find the array of items and which field to use for deduplication. Available on plans: Free Professional Team Enterprise Beta API by Zapier is a beta feature. It's available for use, but still in active development and may change. Prerequisites A paid Zapier account. API by Zapier is a premium app on Zapier. The API endpoint URL you want to poll and, if required, any query params or headers from the API docs. Note To use this feature, you'll need to be familiar with sending HTTP requests, APIs, and reading API documentation. Zapier Support can help with the API by Zapier action itself but cannot troubleshoot the API you use. 1. Add the trigger In the Zap editor, click the Trigger step. A dialog box will appear. Search for and select API by Zapier . Select the New Item from API trigger event. Choose your API by Zapier connection (or create one). Click Continue . Tip API by Zapier steps all display the same app name in your Zap flow. To make it easier to identify which API each step calls, click the step name in the editor and rename it to something descriptive (e.g., \"Create Jira Issue\" or \"Update HubSpot Contact\"). You can also add notes to your steps for more context. 2. Configure the request and response In the Configure tab and complete the fields below. Method Select the HTTP method from the dropdown (e.g. GET, POST). Use whatever your API endpoint expects. URL Enter the full URL for the request. The URL must match your connection's domain filter (the domain(s) you allowed when you set up the connection). Query String Parameters (optional) Add key-value pairs to append to the URL as query parameters. Use this for pagination, filters, or other options your API supports. Headers (optional) Add any additional headers the API needs. Authentication headers are added automatically from your connection; only add extra headers (e.g. Accept, custom headers) here. Body (optional) Enter the request body when the method requires it (e.g. POST with a JSON body). For JSON, provide valid JSON (e.g. {\"key\": \"value\"} ). Content-Type will be auto-detected as application/json if the body is a valid JSON object. Response filter Enter a path to extract the array of items from the response. Use dot notation, for example: .data — if the array is at response.data .results.items — if the array is nested at response.results.items Leave empty or use . if the response is already an array. For more advanced filters, refer to the JQ manual . Dedupe Key Enter a JQ expression that gives the unique identifier for each item. Zapier uses this to detect new or changed items and only triggers for items with new computed values. Simple field: .id — use when each item has an id (or similar) field. Composite: .id + \"_\" + .updated_at — use when you need to combine fields (e.g. id and updated_at) to identify changes. Only items whose computed value is new will trigger the Zap. 3. Test the trigger Click Continue . Click Test trigger to run the request and load test records. Review the returned items and select a test record if prompted. Click Continue with selected record (or Skip test ) to finish the step. If no items appear or you get an error, check that the URL matches your connection's domain filter, that the Response filter and Dedupe Key match your API's response shape, and that your connection's auth is valid. Learn more How to get started with API by Zapier Send API requests in Zap workflows ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44335174141581-Use-your-own-AI-accounts-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44335174141581-Use-your-own-AI-accounts-in-Zapier", "title": "Use your own AI accounts in Zapier", "help_title": "Use your own AI accounts in Zapier", "slug": "_platform", "auth_signals": [], "text": "Use your own AI accounts in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Use your own AI accounts in Zapier Updated July 31, 2026 15:24 You can connect your own AI model provider to Zapier to route AI inference from supported Zapier products through your cloud provider account. Use this feature if your organization needs AI requests to go through approved cloud infrastructure. Available on plans: Free Professional Team Enterprise Supported products Connecting your own AI model provider applies to the following Zapier products: Zapier Agents Knowledge by Zapier AI by Zapier is not covered by this feature as a single setting, but you can achieve the same outcome by combining several account settings. Learn how to Restrict AI by Zapier to your own AI model provider . Note If you need to route AI inference through your own provider for other Zapier products that use AI, contact your technical account manager or account team for help. Why connect your own AI model provider? Organizations with strict security, compliance, or governance requirements often need AI requests to route through approved cloud providers. Connecting your own AI model provider addresses this by routing AI inference from supported Zapier products through your existing cloud infrastructure. Security and compliance: Route AI requests through a provider your organization has already approved. This avoids the need for additional vendor security reviews that can delay AI adoption. Governance: Meet your organization's requirements while keeping Zapier's AI-powered features enabled across your account. How it works Admins, super admins, or the owner of your Zapier account can connect your company's AI model providers in the Admin Center . When you connect your cloud provider credentials in Zapier, Zapier stores them securely and encrypts them at rest and in transit. After connecting your AI model provider, AI inference from supported products routes through your cloud provider instead of Zapier's built-in models. Models are selected from within your connected provider by Zapier. The following cloud providers are supported: AWS Bedrock If you are interested in support for additional cloud providers: - Request Google GCP Vertex AI support - Request Microsoft AI Foundry support This feature does not change how you are billed for tasks by Zapier. Your inference provider bills you directly for any tokens generated using your connected model. Choosing your configuration When you connect your own AI model provider, you have two options: Option How it works Best for Your provider only (default) All AI inference for supported products goes through your cloud provider. If your provider is unavailable, AI features will not work until your provider recovers. Organizations that require a full guarantee that inference for covered products routes through their approved provider. Your provider with Zapier as fallback AI inference routes through your cloud provider. If your provider is unavailable for any reason, Zapier's built-in models handle requests until your provider recovers. Organizations that want their preferred provider but also need maximum uptime and reliability. You can switch between these configurations or revert to Zapier's built-in models at any time. Note After an admin connects your AI model provider, team members do not need to take any action. AI-powered features continue to work as expected. In Zapier Agents, an info icon appears above the Instructions to follow prompt box and above the chat input box in the preview panel to indicate that your connected AI model provider is active. Limitations Available on the Zapier Enterprise plan only. Only admins, super admins, and the owner of your Zapier account can configure your AI model provider. Configuration applies to the entire account. Individual users cannot set their own model preferences. Applies to Zapier Agents and Knowledge by Zapier as a single setting. AI by Zapier is not covered by this setting, but you can achieve the same outcome by combining several account settings. Learn how to restrict AI by Zapier to your own AI model provider . Models are selected from within your connected provider by Zapier. Your AI model provider connection must be shared with everyone in your account. If your account has restricted users from sharing connections with everyone , you cannot set up or use this feature until the restriction is removed. Example Your company uses AWS for its cloud infrastructure and has an existing AWS contract with Claude models enabled through Amazon Bedrock. Your security team requires all AI workloads to route through approved vendors. Your Zapier admin connects the company's AWS Bedrock account as an AI model provider in the Admin Center. After that, whenever your team members use Zapier Agents or Knowledge by Zapier, AI inference routes through your company's own AWS Bedrock account, meeting your security team's requirements. Next steps Learn how to set up your own AI accounts in Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44510798697357-Recover-access-to-your-Zapier-account", "final_url": "https://help.zapier.com/hc/en-us/articles/44510798697357-Recover-access-to-your-Zapier-account", "title": "Recover access to your Zapier account", "help_title": "Recover access to your Zapier account", "slug": "_platform", "auth_signals": [], "text": "Recover access to your Zapier account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account profile Recover access to your Zapier account Updated March 23, 2026 15:21 If you have lost access to your Zapier account, the steps to recover access depend on your situation. Use the scenarios below to find the right path. You cannot receive password reset emails If the email address on your Zapier account is no longer accessible (for example, a former work email, deleted mailbox, or an email you no longer use), you will not be able to receive the password reset link. If you're the owner of a Team or Enterprise account: Your organization's IT administrator may be able to restore access to that email address (for example, by reinstating the mailbox or setting up email forwarding). Once you can receive email at that address, reset your password , then change the email address to one you control. If IT cannot restore access: See How do I access an account after a user leaves? for the escalation path to Support, including what verification documents to provide. If you're on a Free or Professional plan: Recovery options are more limited. Contact Zapier Support with any billing information you have. Support may be able to verify your identity and assist, but recovery is not always possible for Free accounts without a payment method on file. You lost your 2FA device or recovery codes If you use two-factor authentication (2FA) and lose access to both your authentication device and your recovery codes, you will permanently lose access. Zapier cannot bypass 2FA or regenerate recovery codes. If you still have your recovery codes: Use a recovery code to log in, then set up a new 2FA device or regenerate codes . To avoid this in the future: Save your 10 recovery codes in a secure place separate from your authentication device when you set up 2FA. You signed in with Google and lost access to that Google account If you created your Zapier account using Google Sign-In and you no longer have access to that Google account, you need to set a password for your Zapier account before you can change the email or disconnect Google. Go to the password reset page and enter the email address associated with your Zapier account. If you can receive email at that address, click the link in the reset email and create a new password. Once you have a password, you can disconnect your Google account and change your email address . If you cannot receive email at the address on file, follow the steps in You cannot receive password reset emails above. The owner of your Team or Enterprise account has left If the account owner has left your organization and you need to take over the account, you cannot complete a self-service ownership transfer without logging in as that owner. See How do I access an account after a user leaves? for options, including IT workarounds and contacting Support with verification documents. How to avoid losing access in the future Save 2FA recovery codes: When you set up two-factor authentication, save your 10 recovery codes in a secure place separate from your phone or authenticator app. Update your email before you lose access: You can change your Zapier account email at any time, if you know you'll no longer have access to the connected email address. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44457015966221-App-monthly-round-up-February-2026", "final_url": "https://help.zapier.com/hc/en-us/articles/44457015966221-App-monthly-round-up-February-2026", "title": "App monthly round up February 2026", "help_title": "App monthly round up February 2026", "slug": "_platform", "auth_signals": [], "text": "App monthly round up February 2026 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: February 2026 App monthly round up February 2026 March 20, 2026 15:03 Microsoft Outlook We've added these new triggers: New Email in Personal Inbox . New Email in Shared Mailbox . We've fixed an issue where using double quotation marks in the \"Search terms\" input field for the New Email Matching Search trigger resulted in an \"An identifier was expected at position 0\" error. Microsoft SharePoint We've added a new New or Updated Page trigger. We've added these new actions: Replace File . Create Page . Delete Page . Create Sharing Invitation . Remove Item Permission . Create Text File . We've added a new Get Item Permissions search. OneDrive We've added a new New or Updated File trigger. We've added these new actions: Move or Rename File or Folder . Delete File or Folder . Remove Item Permission . Export File . We've added a new Get Item Permissions search. The New File trigger now supports files up to 300 MB. We've fixed an issue where the Find Folder and Find File actions were not returning existing folders and files correctly. Shopify We've fixed an issue where the New Draft Order trigger sometimes triggered more than once for a single draft order. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44726198610701-Use-Training-Mode-to-improve-chatbot-responses", "final_url": "https://help.zapier.com/hc/en-us/articles/44726198610701-Use-Training-Mode-to-improve-chatbot-responses", "title": "Use Training Mode to improve chatbot responses", "help_title": "Use Training Mode to improve chatbot responses", "slug": "_platform", "auth_signals": [], "text": "Use Training Mode to improve chatbot responses &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Manage chatbots Use Training Mode to improve chatbot responses Updated April 10, 2026 14:11 Training Mode lets you improve your chatbot's responses using real conversations. You can select actual chatbot replies, label them as good or bad, add guidance, and the chatbot uses those examples to shape future responses. Training Mode also suggests improvements to your chatbot's directive based on the examples you provide. Available on plans: Free Pro Advanced Before you begin You need an existing chatbot with conversation history. Training Mode uses real conversations as the source for examples. You can save up to 15 training samples per chatbot, using any combination of positive and negative examples. Access Training Mode From the Chatbots home , click the name of the chatbot you want to train. Click the Conversations tab. Click Enter Training Mode . If this is your first time using Training Mode, an onboarding guide will explain how it works. Add a training sample Training samples are examples of chatbot responses that you label as positive (good) or negative (needs improvement). These samples are passed to the AI alongside your directive on every future response, helping the chatbot understand what good and bad responses look like for your use case. In Training Mode, open a conversation from the list. Select a chatbot message . You can select one or two consecutive chatbot responses to use as a sample. Click Use as training example . Select a label: Positive Example (Reinforce) : The response is a good example of how the chatbot should respond. Negative Example (Needs Improvement) : The response needs improvement. In the text field, add an explanation of what the chatbot should have done or did well. Click Add training sample . Zapier saves the sample and applies it to all future chatbot responses. Example: Flag a hallucinated response If your chatbot invented information that does not exist, such as a return policy or feature that is not available, find the response in the conversation history and label it negative with a note like \"Do not invent information. If you do not know the answer, direct users to [your support page URL].\" The chatbot will use this as a guardrail going forward. Example: Reinforce a great response If your chatbot gave a response that matches the tone, accuracy, and helpfulness you want, find the response in the conversation history and label it positive. The chatbot then receives that response as a model example for future replies, nudging it toward that style and approach. Review directive recommendations After you add training samples, Training Mode analyzes your examples and suggests changes to your chatbot's directive . Each recommendation includes reasoning for the suggested change. After adding a sample, review the recommended directive changes displayed below your sample. Edit the suggestions if needed. Click Accept to apply the changes to your directive, or Skip to keep your current directive. Accepting a recommendation updates your chatbot's directive immediately. Your training samples still apply regardless of whether you accept the directive recommendations. Note Directive recommendations are optional. Your training samples still improve chatbot responses even if you skip the suggested directive changes. Delete a training sample You can remove individual training samples at any time. In Training Mode, open the training samples panel. Find the sample you want to remove. Click Delete . When to use Training Mode Training Mode works best for ongoing improvement as your chatbot handles real conversations. Common use cases include: Stopping hallucinations : Flag responses where the chatbot invented information and add guidance about what it should do instead. Fixing tone or length issues : Label responses that are too long, too casual, or too formal, and describe the ideal tone. Reinforcing good responses : Mark great responses as positive examples so the chatbot models future responses after them. Limitations You can save up to 15 training samples per chatbot. Training Mode does not make changes to your model. The chatbot passes your samples to the AI at generation time as reference examples. You can only select chatbot responses (not user messages) as training samples. You can use up to two consecutive chatbot responses per training sample. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44615553287181-Extend-your-Code-steps-with-thousands-of-npm-and-PyPI-packages", "final_url": "https://help.zapier.com/hc/en-us/articles/44615553287181-Extend-your-Code-steps-with-thousands-of-npm-and-PyPI-packages", "title": "Extend your Code steps with thousands of npm and PyPI packages", "help_title": "Extend your Code steps with thousands of npm and PyPI packages", "slug": "_platform", "auth_signals": [], "text": "Extend your Code steps with thousands of npm and PyPI packages &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product update: March 2026 Extend your Code steps with thousands of npm and PyPI packages March 26, 2026 16:35 You can now import public npm (JavaScript) and PyPI (Python) packages in your Code by Zapier steps. Use community-tested libraries for tasks like parsing documents, transforming data, advanced date manipulation, and more! What does this mean for you? Third-party package support lets you extend Code by Zapier with libraries from the public npm and PyPI registries. You can: Add packages directly in the Code editor — Search for and add packages by name, with optional version pinning. Import and use packages in your code — Copy the import statement and use the package in your JavaScript or Python code. Edit or update packages — Change the package name or version at any time to fix compatibility issues or pin a specific version. Things to know Only public packages from npm (JavaScript) and PyPI (Python) are supported. Private registries are not supported. Only ESM (ECMAScript Module) JavaScript packages are supported. CommonJS (CJS) packages will not work. Native modules that require compiled binaries or system-level access are not supported. Package install and code execution have separate time limits per run. Execution time limits vary by plan . Install time limits are 120 seconds for Enterprise and 30 seconds for all other paid plans. Zapier does not scan packages for security vulnerabilities. Review the package's security posture before using it. For full setup steps, learn how to use third-party packages in Code steps . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44507749747341-Cancel-your-Zapier-plan", "final_url": "https://help.zapier.com/hc/en-us/articles/44507749747341-Cancel-your-Zapier-plan", "title": "Cancel your Zapier plan", "help_title": "Cancel your Zapier plan", "slug": "_platform", "auth_signals": [], "text": "Cancel your Zapier plan &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans Cancel your Zapier plan Updated April 03, 2026 15:10 To cancel your Zapier subscription, you must select the Free Zapier plan. There is no separate \"Cancel\" button. If you decide to cancel, you will still have access to the features of your current plan until the end of that billing cycle. Zapier subscriptions are non-refundable. Learn more about Zapier's refund policy . How to cancel your plan You can cancel your plan at any time. Visit the Billing and usage page . Click the Manage button. Select Zapier's Free plan. The change will take effect at the end of the current billing cycle, and you'll receive no new charges for the plan, but you may still receive charges for pay-per-task usage from the current billing cycle. Cancellation FAQ When does my plan change? The downgrade to Free takes effect at the end of your current billing cycle, not immediately. Do I keep access until then? Yes. You can use your paid plan features until the end of the billing cycle. Where is the cancel button? Zapier does not have a separate cancel button. To cancel, select the Free plan in Billing settings as described above. Plans with pay-per-task charges If you used pay-per-task billing , you may receive charges related to extra tasks after canceling. Monthly billing: You may see charges for extra tasks at the end of the last billing cycle. Annual billing: Pay-per-task billing is charged monthly, so you will see a charge at the end of the last month in which your account used extra tasks. Add-ons Canceling your paid Zapier account does not affect existing add-ons. Learn more about canceling a Zapier add-on . Cancel your Zapier trial Zapier offers two types of trials: 14-day trial for new users: Does not require a payment method. If you do not enter a card, you will not be billed at the end of the trial, and you do not need to do anything. Your account will automatically move to the Free plan. 7-day re-trial: Requires a payment method. If you do not cancel before the trial ends, your account will automatically upgrade to a paid plan and you will be charged. To cancel a trial that requires a payment method, follow the steps in How to cancel your plan above. If you have added a payment method and would like to remove it, contact Zapier support . If you want to permanently delete your account and all its data, see Delete your Zapier account . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44726972301837-Add-Schedule-meeting-to-a-chatbot", "final_url": "https://help.zapier.com/hc/en-us/articles/44726972301837-Add-Schedule-meeting-to-a-chatbot", "title": "Add Schedule meeting to a chatbot", "help_title": "Add Schedule meeting to a chatbot", "slug": "_platform", "auth_signals": [], "text": "Add Schedule meeting to a chatbot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Chatbots Add logic and knowledge to chatbots Add Schedule meeting to a chatbot Updated April 13, 2026 09:10 Available on plans: Free Pro Advanced The Schedule meeting logic type lets you display an inline calendar directly in the chat window, so users can schedule a meeting without leaving the conversation. You can display the calendar when the conversation starts or when a user enters a specific keyword. Create the Schedule meeting logic From the Chatbots home , select your chatbot . Click the Logic tab. Click + Add logic and select Schedule meeting . In the When to show calendar dropdown menu, select when the chatbot should display the calendar: At the beginning of the conversation. When keywords are used. The next step depends on the option you select in the When to show calendar dropdown menu. At the beginning of the conversation When keywords are used At the beginning of the conversation In the Calendar Link field, enter your Calendly URL path . Click Create logic . When keywords are used In the Keywords section, you can keep the existing examples or edit them by entering a new value in the text field . (Optional) Click + Add keyword to add more keywords. You can add up to 10 keywords. In the Calendar Link field, enter your Calendly URL path . Click Create logic . Edit keywords If you're using keywords for this logic type, you can edit them at any time: On the left sidebar, select Logic . Click Schedule meeting . Click the text field of a keyword to edit its text. Click and drag the Drag icon Use the Delete icon beside a keyword to remove it. Click Save . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44796621276685-Set-up-admin-tools-for-your-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/44796621276685-Set-up-admin-tools-for-your-Enterprise-account", "title": "Set up admin tools for your Enterprise account", "help_title": "Set up admin tools for your Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Set up admin tools for your Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Plans Set up admin tools for your Enterprise account Updated May 29, 2026 18:18 Zapier's admin features help users in your account get the most out of automation while maintaining security, governance, and compliance. This guide walks you through the essential setup steps and tools available to Enterprise account admins. Available on plans: Free Professional Team Enterprise Account setup Start by configuring the foundation of your Enterprise account: users, teams, SSO, and domain management. Manage your account Review your account settings, billing, and plan details in the Admin Center. Manage your Enterprise account Review your account in the Admin Center Create teams Organize your users into teams to manage access and collaboration. Teams let you group users by department, function, or project. Create teams in your Enterprise account Set up user provisioning Manage users at scale with SSO and automated provisioning. Verify ownership of your domain to enable domain-based features. Configure SSO with SAML to let users sign in with your identity provider. Set up SCIM provisioning to automatically create and manage user accounts. Manage domain access Control who can access your Enterprise account based on their email domain. Use domain capture to ensure employees with your domain join your account automatically. Use domain insights to identify who outside your account is using Zapier with your domain. Oversight and monitoring Once your account is set up, establish policies and monitoring to maintain governance across your organization. App policies Control which apps and actions your team members can use in their Zap workflows. Manage access to apps in Zapier Managed Apps Mark specific apps as admin-managed so that only admins can create, share, or delete connections for those apps. Members can still use shared connections in their Zap workflows. Manage app connections with managed apps Allowed domains for app connections Restrict which domains your team members can connect to when setting up app connections, ensuring they only authenticate with approved accounts. Allowed domains for app connections Bring Your Own Model (BYOM) Connect your organization's own AI provider accounts to Zapier, giving you control over AI usage, costs, and data handling. Use your own AI accounts in Zapier Approvals Require admin approval before Zap workflows are published, giving you control over what goes live. Set up Zap approvals Folders and sharing Organize Zap workflows into folders and share them with your team for better collaboration and visibility. Share Zap workflows and folders with members of your Team or Enterprise account Alerts Monitor issues across your account from a centralized alerts page, and set up usage alerts to catch task usage spikes early. View all issues on the Alerts page Set up usage alerts in your Enterprise account Analytics Review task usage, Zap performance, and account activity. Review your account usage in the analytics dashboard Audit log Track account changes and user activity for compliance and troubleshooting. Use the audit log to review your account activity Workflow management Use these tools to manage Zap workflows, app connections, and ownership across your organization. Zap versions Track changes to Zap workflows over time, compare versions, and roll back if needed. Create Zap drafts and versions App connections Manage and share app connections across your account. Manage your app connections Share app connections with members of your Team or Enterprise account Export your app connection metadata Zapier Manager Get a centralized view of all Zap workflows, connections, and users across your account. Manage your account and Zap workflows with Zapier Manager Test Zap steps Test individual steps in a Zap to troubleshoot issues without running the entire workflow. Test Zap steps Transfer Zap ownership Reassign Zap workflows to different users when team members change roles or leave. Change ownership of shared Zap workflows Offboard users Remove members while preserving their Zap workflows and connections. Remove members from your Team or Enterprise account Additional resources Complete help documentation for your Zapier account Contact Zapier support for questions not covered here ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44821650010637-Use-a-guided-template", "final_url": "https://help.zapier.com/hc/en-us/articles/44821650010637-Use-a-guided-template", "title": "Use a guided template", "help_title": "Use a guided template", "slug": "_platform", "auth_signals": [], "text": "Use a guided template &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Use a guided template Updated May 29, 2026 18:19 When someone shares a guided template with you, you can use it to create your own Zap. It walks you through connecting your accounts, filling in editable fields, and publishing your Zap. Learn more about guided templates . Available on plans: Free Professional Team Enterprise Prerequisites You must be logged in to your Zapier account. If you try to use a guided template link while logged out, you'll see a 404 error page. Select a guided template You can access a guided template via its share link or the Templates page . Access via share link Access via Templates page Log into your Zapier account. Open the share link. You will be redirected to a landing page for that guided template. Click Try it . You will be redirected to the Zap editor with the guided template wizard open to the Getting started section. In the main navigation, click the Templates icon . You will be redirected to the Guided templates page. In the list of guided templates, click the settings icon next to the template you want to use. A dropdown menu will open. Click Use . You will be redirected to the Zap editor with the guided template wizard open to the Getting started section. Set up your Zap The wizard will walk you through how to use a guided template. It will consist of the following sections: Getting started. Connect your apps. Fields. Variables. Test. Each section will consist of: A left panel with: Help information that explains what you need to do. An outline of the sections you need to complete. A right panel where you will configure your Zap. Getting started section In the Getting started section, you will enter basic information about the Zap. In the Title field, enter a name for your Zap. In the Folder field, click the dropdown menu to expand it. Search for and select the folder where you want to store the Zap. Click Next to continue to the Connect your apps section. Connect your apps section In the Connect your apps section, you will set up the app connections you want to use in the Zap. The guided template will list each unique app connection you will use in your Zap. For example, if the template uses two different Slack accounts in 5 different steps, you will see two app connections listed. Adding your app connections allows you to safely send data to and between steps. After you connect your accounts, all mapped fields in the Zap will automatically update. Click Select next to an app connection in the list. A dropdown menu will open. Search for and select an existing app connection or click + Connect a new account to create a new app connection . Repeat for each app connection in the list. Click Next to continue to the Fields section. Fields section The Fields section lists all of the Zap's steps and all fields that contain values. If a step is grayed out and disabled, its field values are locked and you cannot edit them. Select an editable step in your Zap to expand the accordion for that step. Click the dropdown menu next to a field to expand it. Enter a value in the field. Repeat for all fields in your Zap. Click Next to continue to the Variables section. Tip Editable fields will display the default value from the original Zap that the guided template was created from. You can keep the value or change it. You can review the help text for a field by clicking the info icon next to the field. A tooltip will appear with additional info. Variables section Variables are a way to store reusable values that you can map to other fields in your Zap workflows. The guided template will display any Zap or global variables used in the original Zap. The creator of the guided template may allow you to edit the value of a variable. If so, when you enter a new value, it will apply to every use of that variable in the Zap. The creator of the template may have also already suggested values for some of these variables. If the creator does not allow you to edit the value of the variable, the Zap will use the preconfigured value. If a variable is editable, click its input box . Enter a new value for the variable. Click Next to continue to the Test section. Note The guided template will not display system variables, only Zap and global variables. You must be on a paid Zapier plan to use global variables. Global variables in the original Zap are converted to Zap templates when you use the guided template to create your own Zap. Test section Testing your Zap is optional but highly recommend to ensure it's working as expected. You must skip or test your Zap before you can publish it. Click either: Skip testing to avoid testing. Test to run an end-to-end test of each step in the Zap. If there are no issues, click Publish Zap to turn on your Zap. Note In the Test section, if you see a \"Test successful! Your Zap is good to publish.\" note, your data is validated and your Zap is ready to publish. After publishing, your Zap is fully functional and operates independently from the original Zap that the guided template was created from. You can edit it like any other Zap in your account. Next steps Manage your guided templates to browse and organize guided templates available to you. Learn more about guided templates . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44933149579021-How-to-get-started-with-CodeRabbit-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933149579021-How-to-get-started-with-CodeRabbit-on-Zapier", "title": "How to get started with CodeRabbit on Zapier", "help_title": "How to get started with CodeRabbit on Zapier", "slug": "coderabbit", "auth_signals": ["api_key"], "text": "How to get started with CodeRabbit on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website &amp; app building CodeRabbit How to get started with CodeRabbit on Zapier Updated May 29, 2026 18:14 CodeRabbit and Zapier automate org workflows around code reviews and users. You can list users, update roles and seats, fetch review metrics, and generate reports. Prerequisites To use the CodeRabbit app on Zapier, you must have: A CodeRabbit account for the organization you want to use in Zap workflows. An API key that starts with cr- . For listing users, changing roles, and managing seats: administrator access in CodeRabbit, as required by the CodeRabbit API. Find your CodeRabbit API key In CodeRabbit, open API keys in settings. Create or copy an API key that starts with cr- . Connect CodeRabbit to Zapier To create an app connection to CodeRabbit on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select CodeRabbit . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your CodeRabbit API key (it should start with cr- ). Click Yes, Continue to CodeRabbit . Your CodeRabbit account is now successfully connected to Zapier. About CodeRabbit's app Triggers, searches, and actions Triggers No triggers available for this app. Searches List Users - List organization users with optional filtering. Get Review Metrics - Retrieve CodeRabbit review metrics data for pull requests. Actions Change User Roles - Change roles for users in bulk (up to 500 users). Manage User Seats - Assign or unassign seats for users in bulk (up to 500 users). Generate Report - Generate a developer activity report (Daily Standup, Sprint Report, Release Notes, or Custom). Limitations API rate limits allow up to 10 requests per 60 seconds per organization. User management calls require an administrator role in CodeRabbit when the API enforces it; you may see permission errors if your key or plan does not allow the operation. Templates View all of CodeRabbit's templates Additional CodeRabbit resources Zapier's CodeRabbit integration page CodeRabbit's API documentation CodeRabbit's Help Center ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44821660721805-Manage-guided-templates", "final_url": "https://help.zapier.com/hc/en-us/articles/44821660721805-Manage-guided-templates", "title": "Manage guided templates", "help_title": "Manage guided templates", "slug": "_platform", "auth_signals": [], "text": "Manage guided templates &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Manage guided templates Updated April 13, 2026 18:10 The Guided templates page is where you browse, search, and organize guided templates you've created or that have been shared with you. You can access it by clicking the Templates icon in the main navigation. Learn more about guided templates . Available on plans: Free Professional Team Enterprise Search and filter guided templates You can find specific guided templates using the search and filter options. Search box Search box : search by entering a guided template name or the name of an app it uses. Filters Templates dropdown menu : the dropdown menu next to the search bar can be used to filter by selecting an option: All templates : all guided templates in your account. Owned by me : guided templates you own. Shared wtih me : guided templates that you do not own but are shared with you. Filter button : click to reveal additional filtering options. Owner : a filter that you can use to search for and select the owner of a guided template. App : a filter that you can use to search for and select an app used in the guided template. Tip You can save a filtered view as your default view whenever you go to the Guided templates page. Click the save button to update your default view. You can click the reset button to remove your saved view. Manage guided templates Each guided template in the list will display the name of the guided template, the apps it uses, the avatar of the owner, and a settings icon . You can sort the list by name. To manage your guided template: Click its settings icon . A dropdown menu will appear. Select either: Use to use the template. Share to change sharing settings. Change owner to make another user in your Zapier account the owner of the guided template. Delete to delete the guided template. Note You must be the owner of the guided template to share, delete, or change the owner of the guided template. Next steps Create a guided template from an existing Zap. Use a guided template to create a new Zap. Learn more about guided templates . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44795921426317-Manage-app-connections-with-managed-apps", "final_url": "https://help.zapier.com/hc/en-us/articles/44795921426317-Manage-app-connections-with-managed-apps", "title": "Manage app connections with managed apps", "help_title": "Manage app connections with managed apps", "slug": "_platform", "auth_signals": ["oauth", "api_key"], "text": "Manage app connections with managed apps &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Apps on Zapier Connect and manage app connections Manage app connections with managed apps Updated July 01, 2026 10:17 With managed apps, Enterprise admins can designate specific apps as admin-managed, centralizing control over how app connections are created, shared, and deleted. This ensures sensitive credentials stay with the company and prevents unauthorized access to critical business systems. Available on plans: Free Professional Team Enterprise What are managed apps? Managed apps lets you mark specific apps in your Zapier account as admin-managed. When an app is managed: Only admins can create, share, or delete connections for that app. Members can still use admin-shared connections in their Zap workflows, but cannot create their own connections. Connections stay within your account when employees leave, preventing connection loss during offboarding. This is especially useful for apps that use API keys (such as OpenAI) where allowed domain controls are not available. Managed apps vs. allowed domains Managed apps and allowed domains are complementary features that work together to give you full control over app connections. Managed apps Allowed domains What it controls Who can create, share, and delete connections Which domains can be used for OAuth connections Auth types covered All authentication types, including API keys OAuth apps only How it works Admins centrally manage connections; members use shared connections Members can create connections, but only to approved domains Best for API key-based apps (OpenAI, etc.), sensitive credentials, offboarding protection OAuth apps where users connect personal vs. business accounts (Gmail, Slack, Microsoft) Use managed apps when you need to centralize credential control for an app. Use allowed domains when you want members to create their own connections but need to ensure they authenticate with your business' accounts. Mark an app as managed To mark an app as managed: In the main navigation, click the Admin center icon . You will be redirected to the Admin Center . In the Admin Center sidebar, select App connections . In the Managed apps field, click +Add managed apps . A search box will appear. Search for and select an app that you want to manage. A dialog box will appear. Click Save changes . Once an app is managed, only admins can create new connections for that app. Zapier does not remove existing member-created connections, but members can no longer create new ones. Create a managed connection After you mark an app as managed, you can create managed connections for users in your account to use. Next to the app you marked as managed, click Add managed connection . A pop up window will open. Connect your app account . You will be redirected to the App Connections page. Share managed connections with members After marking an app as managed, admins should share connections with members who need them: Go to the App Connections page . Next to the managed app connection you want to share, click the menu icon . A dropdown menu will appear. Select Share connection . A dialog box will appear. In the Share with field's input box, search for users by name , email , or the name of a team they belong to in your account, then select one. Click Share . Your managed app connections will display a security shield icon . You can see who has access in the People with access field. Users that you shared the managed account with can then select it when building or editing Zap workflows that use that app. Additional info Managed apps requires an Enterprise plan . Managed apps covers all authentication types, including API keys. You can use it with apps like OpenAI that do not use OAuth. To restrict which domains are used for OAuth app connections, use Allowed Domains instead or in addition. To control which apps your team can use, use app access settings . To audit all connections in your account, export app connection metadata as a CSV . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44457023403789-App-monthly-round-up-January-2026", "final_url": "https://help.zapier.com/hc/en-us/articles/44457023403789-App-monthly-round-up-January-2026", "title": "App monthly round up January 2026", "help_title": "App monthly round up January 2026", "slug": "_platform", "auth_signals": [], "text": "App monthly round up January 2026 &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: January 2026 App monthly round up January 2026 March 20, 2026 15:03 Microsoft Exchange We've added shared mailbox support to the Create Draft Email , Create Draft Reply , and Forward Email actions. The Create Draft Reply action now has a new \"Body Format\" input field. Microsoft Office 365 We've added shared mailbox support to the Create Draft Email , Create Draft Reply , and Forward Email actions. The Create Draft Reply action now has a new \"Body Format\" input field. The Create Event and Update Calendar Event actions now have a new \"Categories\" input field. Microsoft Outlook We've added a new Updated Contact trigger. We've added a new Create Folder action. We've added a new Get Attachment by ID search. We've added shared mailbox support to the Create Draft Email and Create Draft Reply actions. The Create Draft Reply action now has a new \"Body Format\" input field. The Create Event action now has a new \"Categories\" input field. We've fixed these issues: Where the Create Event action and Find Email search were not using the correct timezone. Where the Find Email search did not return any email details beyond indicating a successful search. Microsoft SharePoint We've added these new triggers: New List . New File in Folder . New or Updated Folder . New List Item . New or Updated File . New or Updated List Item . We've added these new actions: Create Folder . Create List . Delete List Item . Move or Rename Item . Copy File or Folder . Get Copy Job Status . Upload File . Create Sharing Link . Create List Item . Publish Page . Delete File or Folder . Update List Item . Export File . We've added these new searches: Find File or Folder . Get File or Folder by ID . Get Page by ID . Get Folder Contents . Get List Item by ID . Get Site Information by ID . Find Site . Pipedrive We've added these new searches: Get Activity Type . Find Product Variations . Shopify We've fixed an issue where the Create Company action sometimes returned a \"Failed to create a company in Shopify syntax error\" error. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44821633139085-Create-a-guided-template", "final_url": "https://help.zapier.com/hc/en-us/articles/44821633139085-Create-a-guided-template", "title": "Create a guided template", "help_title": "Create a guided template", "slug": "_platform", "auth_signals": ["premium"], "text": "Create a guided template &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zap workflows Do more with Zap workflows Create a guided template Updated May 29, 2026 18:19 You can turn an existing Zap into a guided template that walks your teammates through setting it up. As the guided template creator, you control which fields your guided template users can edit, add custom help text, and choose who to share the guided template with. Learn more about guided templates . Available on plans: Free Professional Team Enterprise Create a guided template Open your Zap in the Zap editor . In the middle of the top menu, click the down arrow icon next to the name of your Zap. A dropdown menu will open. Click Create a Template . A wizard will open to walk you through creating a guided template. The wizard will consist of the following sections: Getting started. App connections. Fields. Variables. Review. Each section will consist of: A left panel with: Help information that explains what you need to do. An outline of the sections you need to complete. A right panel where you will configure the guided template. Tip In each section of the guided template wizard, you can click Generate with AI to automatically set up each section. You can click Minimize in the top right corner of the wizard to return to your Zap while keeping the wizard running. A View in Template mode button will appear in the top left corner of the Zap editor to return you to the wizard. Getting started section In the Getting started section, you will enter basic information about the guided template. Use the Title , Description , and Overview fields to explain to users why and how they should use your guided template. In the Title field, enter a name for the guided template. In the Description field, enter a brief explanation of what the guided template does. In the Overview field, enter a thorough explanation of what the guided template does. Click Next to continue to the App connections section. Note Information you enter in these fields will be visible to your guided template users. Tip You can enter up to 75 characters in the Title field, 140 characters in the Description field, and 5000 characters in the Overview field. App connections section In the App connections section, you will enter help text to describe which app connections your guided template user should use in the Zap. The guided template will list each unique app connection used in your Zap. For example, if you used two different Slack accounts in 5 different steps, you will see two app connections listed. Your guided template user must add their app connections so they can safely send data to and between steps. After the user connects their accounts, all mapped fields in the Zap will automatically update. Click the input box below an app connection. Enter help text you want to display to your guided template user to describe which app connection they should use. Click Next to continue to the Fields section. Note Your guided template users will not use your app connections. They will have to connect their own. Fields section The Fields section lists all of the Zap's steps and all fields that contain values. You will decide whether guided template users can change your preconfigured field values. Select a step in your Zap to expand the accordion for that step. Click the dropdown menu next to a field to expand it. Select either: Locked : prevent guided template users from editing the field's value. This is the default. Editable : allow guided template users to edit the field's value. Repeat for all fields in your Zap. Click Next to continue to the Variables section. Variables section Variables are a way to store reusable values that you can map to other fields in your Zap workflows. The guided template will display any Zap or global variables used in the Zap. You will decide whether guided template users can change your preconfigured variables. Click the dropdown menu next to a variable to expand it. Select either: Replace : allow guided template users to change the variable. This is the default. Keep : prevent guided template users from changing the variable. (Optional) In the input box below each variable, enter help text you want to display to your guided template user to describe what they should do with the variable. Repeat for all variables in your Zap. Click Next to continue to the Review section. Note The guided template will not display system variables, only Zap and global variables. Your guided template user must be on a paid Zapier plan to use global variables. Review section In the Review section, the right panel will display any issues that would prevent the Zap from being published. Review any issues and fix them in your Zap. When you're ready to publish, click Publish template in the bottom right corner of the wizard. A dialog box with sharing settings will appear. You can either enable limited sharing with specific members or teams in your account, or give general access to anyone with the link to your guided template. Limited sharing General access To share with specific members or teams: Select the Account tab, where \"Account\" is the name of your Zapier account: In the Add member or team field, search for and select the member or team you want to share the guided template with. Click Share . Below that field, the dialog box will display all members and users that have access to the shared guided template. Click to expand the dropdown menu to change their access. Select either: No access : revoke their access. Viewer : allow them to view and use the guided template. At the bottom left of the dialog box, you can click Copy link to get a sharing link. Click Close at the bottom of the wizard to finish. To give general access to anyone with the link to your guided template: Select the General access tab. In the General access field, click the dropdown menu to expand it. Select either: No access : prevent anyone from using the guided template. Viewer : allow users to view and use the guided template. At the bottom left of the dialog box, you can click Copy link to get a sharing link. Click Close at the bottom of the wizard to finish. Note When you share your guided template, your guided template user will see any information you enter in the guided template. Limitations If you're on a Free Zapier plan, any guided templates that you use must meet your Zapier plan restrictions. You will not be able to publish a Zap created from a guided template if it contains premium apps or more than one action step. If you're on a Free Zapier plan , you cannot publish a Zap created from a guided template if it contains an app or action that violates your Enterprise account's app access settings . If a logged out user ties to access a guided template, they'll see a 404 error page. Next steps Learn how teammates can use a guided template to create their own Zap workflows. Manage your guided templates from the Templates page. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44933157151501-How-to-get-started-with-Openlayer-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933157151501-How-to-get-started-with-Openlayer-on-Zapier", "title": "How to get started with Openlayer on Zapier", "help_title": "How to get started with Openlayer on Zapier", "slug": "openlayer", "auth_signals": ["api_key"], "text": "How to get started with Openlayer on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Openlayer How to get started with Openlayer on Zapier April 08, 2026 15:51 Openlayer and Zapier connect so you can react to new projects and test results, look up projects and data sources, and automate creating projects, data sources, tests, evaluations, and monitored inference records. Prerequisites To use the Openlayer app on Zapier, you must have: An Openlayer account with API access. An API key for your Openlayer account. Find your Openlayer API key Create or copy an API key in Openlayer API keys settings . Connect Openlayer to Zapier To create an app connection to Openlayer on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Openlayer . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API key field, enter your Openlayer API key . Click Yes, Continue to Openlayer (or the button shown to finish the connection). Your Openlayer account is now successfully connected to Zapier. About Openlayer's app Triggers, searches, and actions Triggers New Project (Polling) - Triggers when a new project is created in your Openlayer workspace. New Test Result (Polling) - Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests. Searches Find Project - Finds a project by name in your Openlayer workspace. Find Data Source - Finds a data source (inference pipeline) by name in a project. Find Test Result - Finds the latest result for a test, including pass or fail status. Use for conditional Zap logic based on test outcomes. Actions Create Project - Creates a new AI or ML project in your Openlayer workspace. Create Data Source - Creates a new data source in a project for streaming production data to Openlayer. Create Test - Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts. Evaluate Test - Evaluates a test for a specific time range. Use after publishing records to get immediate results. Publish Record - Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations New Test Result requires you to choose a project and data source in the trigger setup so Zapier knows which pipeline to poll. Templates View all of Openlayer's templates Additional Openlayer resources Zapier's Openlayer integration page Openlayer's API documentation Openlayer's Help Center ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44933162199053-How-to-get-started-with-Resemble-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933162199053-How-to-get-started-with-Resemble-on-Zapier", "title": "How to get started with Resemble on Zapier", "help_title": "How to get started with Resemble on Zapier", "slug": "resemble", "auth_signals": ["api_key"], "text": "How to get started with Resemble on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Artificial intelligence Resemble How to get started with Resemble on Zapier April 08, 2026 15:51 Resemble and Zapier connect so you can generate speech from text, create projects, and create voices as part of your workflows. Prerequisites To use the Resemble app on Zapier, you must have: A Resemble account with API access. Your Resemble API key from account settings. Find your Resemble API key Open API in your Resemble account to create or copy an API key. Paste it into Zapier as API Key when you connect the app. Connect Resemble to Zapier To create an app connection to Resemble on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Resemble . Click Add connection . A Connect an Account page will open in a browser tab or window. In the API Key field, enter your Resemble API key . Click Yes, Continue to Resemble (or the button shown to finish the connection). Your Resemble account is now successfully connected to Zapier. About Resemble's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Convert Text to Speech - Converts text into lifelike speech using Resemble AI voices. Create Project - Creates a new project to organize audio clips. Create Voice - Creates a new voice for speech synthesis. Limitations Convert Text to Speech accepts up to 3,000 characters of plain text or Speech Synthesis Markup Language (SSML) per request. Create Voice can use an optional dataset URL for training; training runs asynchronously, and completion may depend on Resemble’s processing time and any callback you configure. Templates View all of Resemble's templates Additional Resemble resources Zapier's Resemble integration page Resemble's API documentation Resemble's Help Center ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44933169813645-How-to-get-started-with-FutureAGI-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933169813645-How-to-get-started-with-FutureAGI-on-Zapier", "title": "How to get started with FutureAGI on Zapier", "help_title": "How to get started with FutureAGI on Zapier", "slug": "futureagi", "auth_signals": ["api_key"], "text": "How to get started with FutureAGI on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website &amp; app building FutureAGI How to get started with FutureAGI on Zapier April 08, 2026 15:51 FutureAGI and Zapier connect so you can monitor evaluation groups, run searches against your workspace, and automate creating or applying evaluation groups, simulator test runs, and log lookups. Prerequisites To use the FutureAGI app on Zapier, you must have: A FutureAGI account with API access. An API key and a secret key for your FutureAGI account. Find your FutureAGI API key and secret key Open Keys in the FutureAGI dashboard to create or copy your API key and secret key. Zapier sends them as the X-Api-Key and X-Secret-Key headers on each request. Connect FutureAGI to Zapier To create an app connection to FutureAGI on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select FutureAGI . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API Key : Enter your FutureAGI API key . - Secret Key : Enter your FutureAGI secret key . Click Yes, Continue to FutureAGI (or the button shown to finish the connection). Your FutureAGI account is now successfully connected to Zapier. About FutureAGI's app Triggers, searches, and actions Triggers New Eval Group (Polling) - Triggers when a new evaluation group appears in your Future AGI workspace (polls the eval groups list). Searches Find Eval Group - Finds evaluation groups by ID or name. Get Evals for Dataset - Retrieves evaluations available for a dataset (Get Evals List API). Actions Create Eval Group - Creates an evaluation group with one or more evaluation templates. Apply Eval Group - Applies an evaluation group to your data (Apply Eval Group API). Edit Eval Group Members - Adds or removes evaluation templates from an evaluation group. Get Eval Log Details - Fetches evaluation logs for a template (Get Eval Log Details API). Create Test Run - Creates a simulator test run (Create Run Test API). Execute Test Run - Starts execution for a simulator test run. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Some steps accept JSON in text fields (for example filters or sort arrays). Invalid JSON can cause the step to fail. Templates View all of FutureAGI's templates Additional FutureAGI resources Zapier's FutureAGI integration page FutureAGI's API documentation FutureAGI's Help Center ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45056869696653-Introducing-guided-templates-for-sharing-Zap-workflows", "final_url": "https://help.zapier.com/hc/en-us/articles/45056869696653-Introducing-guided-templates-for-sharing-Zap-workflows", "title": "Introducing guided templates for sharing Zap workflows", "help_title": "Introducing guided templates for sharing Zap workflows", "slug": "_platform", "auth_signals": [], "text": "Introducing guided templates for sharing Zap workflows &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2026 Introducing guided templates for sharing Zap workflows Updated May 29, 2026 18:15 Guided templates turn a finished Zap into a guided setup experience for teammates. Instead of sending a bare template outline, you can walk people through connecting their own accounts, choosing which fields they may change, and publishing a fully configured Zap—with your help text at every stage. What does this mean for you? Create a guided template from any Zap — Decide which fields stay locked, which are editable, and what instructions appear for app connections, fields, and variables . Share a clear path to a working Zap — Recipients use a wizard to name their Zap, connect apps, fill optional fields, and review before publishing their own copy. Manage everything in one place — Open the Guided templates page from the Templates icon in the main navigation to search, filter, share, change ownership, or delete templates you own or that others shared with you. Speed up authoring with AI (optional) — While building or using a guided template, you can use Generate with AI to draft titles, descriptions, overviews, and section content, then edit as needed. Guided templates are different from shared Zap templates : they ship with your field values and configuration, and consumers follow your wizard instead of configuring the Zap entirely on their own. Learn more about guided templates : Create a guided template . Use a guided template . Manage guided templates . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45150730551693-Manage-access-to-your-MCP-server", "final_url": "https://help.zapier.com/hc/en-us/articles/45150730551693-Manage-access-to-your-MCP-server", "title": "Manage access to your MCP server", "help_title": "Manage access to your MCP server", "slug": "_platform", "auth_signals": [], "text": "Manage access to your MCP server &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Set up MCP Manage access to your MCP server Updated May 06, 2026 15:37 You can give other people in your Zapier account access to your MCP server. This lets teammates view your server configuration and history, or help manage the tools on it. This is different from sharing a tool bundle , which creates an independent copy of your tools for someone else. Managing server access gives people direct access to your existing server with controlled permissions. Available on plans: Free Professional Team Enterprise Note Managing server access does not let other users connect to or use your server with their AI client. Only the server owner's AI client can connect to and use the server. To help someone create their own working server with the same tools, share a tool bundle instead. Roles and permissions Each MCP server has three role types: Role Permissions Owner The person who created the server. Has full control, including adding tools, authenticating tools, and managing who has access. Editor Can add or remove tools on the server. Cannot authenticate tools or change account connections, so they cannot break the existing tool setup. If an editor removes a tool by mistake, you or any editor can add it back. View only Can view the tools configured on the server and the server's tool call history. Cannot make changes, add tools, or connect to the server. Account owners and super admins on your Zapier account have access to all MCP servers by default. Examples Example: IT oversight An IT admin asks team members to add them as an editor on their servers. This gives the admin visibility into what tools are configured and the ability to remove tools that should not be there. Example: Onboarding assistance A team lead with editor access can add recommended tools to a new hire's server. The new hire still authenticates each tool themselves. Give someone access to your MCP server In the left sidebar of the Zapier MCP home , select a server. In the top right of the page, click the menu icon and select Edit access . The Edit access dialog box will open. In the Add member or team section, click the Add editor search box and search for the person you want to add by name or email. Select them from the results. Click the role dropdown menu and select Editor or View only . Click Add . After you add someone, your server will appear in their server list when they visit mcp.zapier.com . They will not receive a notification. Add tools as an editor When you have editor access to someone else's MCP server, you can add tools but you cannot authenticate them on the owner's behalf. The owner must authenticate any new tools before they can be used. To add tools as an editor: In the left sidebar of the Zapier MCP home , select the server. Click + Add tool . A dialog box will open. Search for and select the app you want to use. Select the checkbox next to each tool you want to add. Click Add without authentication . The tools are added to the server, but they are not ready to use. Notify the server owner to update authentication for the new tools. Change or remove someone's access In the left sidebar of the Zapier MCP home , select a server. In the top right of the page, click the menu icon and select Edit access . The Edit access dialog box will open. Next to the person whose access you want to change, click the role dropdown menu. Select a new role ( Editor or View only ), or select Remove to revoke access entirely. Give all Zapier account members the same level of access to your MCP server By default, your server is not shared with anyone. You can give everyone in your Zapier account the same level of access to the server. In the left sidebar of the Zapier MCP home , select a server. In the top right of the page, click the menu icon and select Edit access . The Edit access dialog box will open. Next to the Anyone at [your account] setting (where \"[your account]\" is the name of your Zapier account), click the role dropdown menu. Select a role ( Editor or View only ). When to use server access and tool bundles Server access and tool bundles both let you share work on an MCP server, but they serve different goals. Use server access when you want teammates to help build or oversee a single shared server. Depending on the role you assign, they can view your tools and history (View only) or add and remove tools (Editor). Only your AI client can connect to and use the server. Share a tool bundle when you want someone to have their own working server with the same tools. They get an independent copy of your tools, connect their own apps, and use tasks from their own Zapier plan. Limitations Server access works only with other members of your Zapier account. To share tools with someone outside your account, create a tool bundle . Editors cannot authenticate tools on the server owner's behalf. Tools added by an editor must be authenticated by the owner before they can be used. Provide feedback and get help Submit feature requests, provide feedback, or get help from the Zapier MCP team . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/44933169892365-How-to-get-started-with-Gradium-on-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/44933169892365-How-to-get-started-with-Gradium-on-Zapier", "title": "How to get started with Gradium on Zapier", "help_title": "How to get started with Gradium on Zapier", "slug": "gradium", "auth_signals": ["api_key"], "text": "How to get started with Gradium on Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Apps Website &amp; app building Gradium How to get started with Gradium on Zapier April 08, 2026 15:51 Gradium and Zapier connect so you can turn text into speech audio and create cloned voices from audio samples as part of your workflows. Prerequisites To use the Gradium app on Zapier, you must have: A Gradium account with API access. An API key for your Gradium account. Your account must use either the United States or Europe regional API, because Gradium uses separate regional API hosts. Find your Gradium API key Open API keys in the Gradium dashboard to create or copy an API key. Keys start with gd_ . Connect Gradium to Zapier To create an app connection to Gradium on Zapier: Go to the Apps page . Click + Add connection . A new dialog box will appear. Search for and select Gradium . Click Add connection . A Connect an Account page will open in a browser tab or window. Complete the following fields: - API key : Enter your Gradium API key (starts with gd_ ). - Region : Select United States or Europe to match your Gradium account region. Click Yes, Continue to Gradium (or the button shown to finish the connection). Your Gradium account is now successfully connected to Zapier. About Gradium's app Triggers, searches, and actions Triggers No triggers available for this app. Searches No searches available for this app. Actions Text to Speech - Convert text into high-quality speech audio using Gradium. Create Voice - Clone a new voice from an audio sample. API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. Limitations Text to Speech supports pause tags such as in the text field. Optional model name (advanced) values are covered in Gradium’s text-to-speech guide . Create Voice expects a short audio sample (about 10 seconds) in WAV, PCM, or Opus format to clone the voice. Templates View all of Gradium's templates Additional Gradium resources Zapier's Gradium integration page Gradium's API documentation Gradium's Help Center ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45150757914125-Connect-your-AI-provider-to-power-Zapier-features", "final_url": "https://help.zapier.com/hc/en-us/articles/45150757914125-Connect-your-AI-provider-to-power-Zapier-features", "title": "Connect your AI provider to power Zapier features", "help_title": "Connect your AI provider to power Zapier features", "slug": "_platform", "auth_signals": [], "text": "Connect your AI provider to power Zapier features &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: April 2026 Connect your AI provider to power Zapier features Updated April 16, 2026 17:41 Enterprise customers can now connect their own AI model provider to Zapier. When connected, AI inference from supported products routes through your cloud provider account instead of Zapier's built-in models. What does this mean for you? If your organization requires AI requests to go through approved cloud infrastructure, you can now meet that requirement while keeping Zapier's AI-powered features enabled across your account. Security and compliance — Route AI requests through a provider your organization has already approved, avoiding additional vendor security reviews that can delay AI adoption. Governance — Meet your organization's requirements for AI workloads while your team continues using Zapier Agents and Knowledge by Zapier. Flexible fallback — Choose whether Zapier's built-in models handle requests when your provider is unavailable, or restrict inference to your provider only. Supported products and providers This feature applies to Zapier Agents and Knowledge by Zapier. AWS Bedrock is the supported cloud provider, with Google GCP Vertex AI and Microsoft AI Foundry available to request. Get started Admins, super admins, or the account owner can connect a provider in the Admin Center . Learn how to set up your own AI accounts in Zapier or read more about using your own AI accounts in Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45327353705997-Best-practices-for-using-Zapier-Copilot", "final_url": "https://help.zapier.com/hc/en-us/articles/45327353705997-Best-practices-for-using-Zapier-Copilot", "title": "Best practices for using Zapier Copilot", "help_title": "Best practices for using Zapier Copilot", "slug": "_platform", "auth_signals": ["premium"], "text": "Best practices for using Zapier Copilot &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Copilot Best practices for using Zapier Copilot Updated May 29, 2026 18:18 The way you prompt and interact with Zapier Copilot influences the quality of what it builds for you. These best practices will help you write prompts that produce better results, manage longer conversations without running into errors, and use Copilot's features to stay in control of your workflows. Beta Zapier Copilot is in open beta. It's available for use, but still in active development and may change. Tip Check your plan before you build. Copilot may suggest workflows that require premium apps, higher plan tiers, or features that are unavailable in your current plan. Before you start using Copilot, confirm your plan's limits and availability . Write clear, specific prompts Copilot works best when you describe your workflow in plain language and include key details. A strong prompt usually includes your goal, trigger, actions, apps, and any conditions or field requirements. When writing your prompt: Describe the outcome you want, not just the tools to use. Try to give Copilot a full picture of your workflow by including the trigger event, the actions you need, and how they connect. If you can, mention the apps, triggers, and actions you want to use, and how they should connect. Copilot can suggest options, but naming specifics reduces guesswork. Include details about field values and conditions. Specify which fields to map, what values to filter on, and any thresholds or rules Copilot should follow. Examples Vague: \"Connect my CRM and email.\" Specific outcome: \"When a customer makes a payment in QuickBooks, find their open deal in HubSpot and mark it as closed.\" Specific apps and events: \"Use the New Lead trigger in Facebook Lead Ads and the Create Contact action in HubSpot\" instead of \"Connect my ads to my CRM.\" Specific conditions: \"Only send a Slack notification if the deal value is over $1,000\" instead of \"Send a notification sometimes.\" Learn more about how to prompt AI in Zapier products . Use Copilot to troubleshoot and refine existing workflows Copilot is not only for building new workflows. You can use it in an existing Zap to troubleshoot errors, understand how steps work, or make changes without starting from scratch. You can ask Copilot to: Explain fields and steps. If you're unsure what a field does, ask Copilot to explain it. Copilot can also describe the purpose of a step or how data flows between steps. Troubleshoot errors. Describe the error you're encountering, and Copilot can suggest fixes. Edit published Zap workflows. Prompt Copilot to add, replace, or reconfigure steps in Zap workflows that are already live, without rebuilding from scratch. Get automation advice. Ask Copilot for suggestions without building anything. Examples Explain: \"What does the Lookup Spreadsheet Row action do in step 4?\" Troubleshoot: \"Step 3 is returning an error — why is the lookup not finding a match?\" Edit: \"Replace the Gmail step with a Slack notification and keep the same field mappings.\" Advice: \"What's the best way to deduplicate leads from two sources?\" To review Copilot's decision-making process, click Show reasoning in the sidebar to expand details about the logic behind each action it takes. Organize complex prompts When prompts include multiple instructions, Copilot can misinterpret how the parts relate to each other by either mixing up unrelated steps or failing to see connections between related ones. Two techniques help you control this: If your instructions are distinct parts of a workflow that Copilot is mixing up, use boundaries to separate them. If your instructions are connected but Copilot is treating them as separate tasks, blend them into a single sentence. Use boundaries to separate unrelated parts For multi-step or multi-product workflows, organize your prompt into sections so Copilot can follow each part without mixing up instructions. You can separate requirements by wrapping them in XML tags (&lt; &gt;) or by starting them with hashtags (#). Without boundaries, details from one part of your request can bleed into another, which may cause unexpected results. Example Using XML tags: When a new row is added to my Google Sheets \"Leads\" spreadsheet Only continue if the \"Status\" column is \"Qualified\" Create a new contact in HubSpot with the lead's name and email. Send a Slack message to the #sales channel with the lead's details. Using hashtags: # Trigger When a new row is added to my Google Sheets \"Leads\" spreadsheet # Filter Only continue if the \"Status\" column is \"Qualified\" # Actions Create a new contact in HubSpot with the lead's name and email. Send a Slack message to the #sales channel with the lead's details. Blend related instructions together When Copilot treats related instructions as separate tasks, combining them into a single sentence helps Copilot understand how the pieces relate. Examples Disconnected instructions Blended sentence Here are the lead qualification criteria. [CRITERIA]. Set up paths to route leads to different sales reps. Based on these qualification criteria, set up paths that route leads to the appropriate sales rep. [CRITERIA] Create a filter. Only allow rows with \"Active\" status. Create a filter that only allows rows where the \"Status\" field equals \"Active.\" Frame instructions positively Tell Copilot what you want it to do rather than what you do not want it to do. Positive instructions define the behavior you want, while negative instructions leave the desired alternative unclear. For example, \"Don't send texts on weekends\" tells Copilot what to avoid but not what to do instead — it has to guess whether you want texts on weekdays, no texts at all, or something else. Examples Instead of Use Do not send texts on weekends Text managers every morning, Monday through Friday Do not include archived contacts Only include contacts with \"Active\" status Do not skip the email step Always send a confirmation email after the form is submitted Use consistent naming Refer to steps, fields, and apps the same way throughout your conversation. If you ask Copilot to create a table field called \"Deal Status\" the first time, keep calling it \"Deal Status\" in follow-up messages. Inconsistent naming can cause Copilot to create duplicate fields or misinterpret your instructions. Examples This applies to: Field names (for example, \"Order Total\" vs. \"Total Amount\") Step names in your Zap App names and connection references Choose the right build mode When you start building a Zap with Copilot, you can choose between two modes. Pick the one that matches how much control you want. Auto-build : Copilot automatically sets up apps, actions, connections, and field mappings. This works well for straightforward workflows where you trust Copilot to make decisions. Ask as you build : Copilot suggests changes but asks for your confirmation before making them. Use this when you want to review each step, when your workflow handles sensitive data, or when it could use a large number of tasks. Copilot saves your mode preference in your browser, so it applies the next time you open Copilot. Tip If you're new to Copilot, start with Ask as you build to familiarize yourself with how Copilot works. As you get comfortable, switch to Auto-build for faster results. Learn more about using AI to generate Zap workflows . Save checkpoints regularly Checkpoints let you save a version of your Zap at a specific point in the Copilot conversation, so you can revert if something goes wrong. To create a checkpoint, click the clock icon at the top of the Copilot sidebar. Save a checkpoint: Before asking Copilot to make a major change to your workflow. Once you're happy with a section of work that Copilot helped you with. Before experimenting with different approaches. Note When you revert to a checkpoint, you will not be able to revert to any earlier checkpoints until you create a new one. Create checkpoints frequently to preserve your progress. If a change does not work as expected, click Undo or Versions if they're available before rebuilding your workflow. Manage your conversation length Long Copilot conversations can exceed the context window, which may cause errors or less accurate responses. To keep your conversation productive: Clear the chat when you've finished a section of your workflow. Click the settings icon at the top of the Copilot sidebar and select Clear chat . Break complex workflows into phases. Build and finalize one part of your workflow before moving to the next. Use shorter prompts when refining. Once your workflow is set up, send focused follow-up messages instead of repeating your entire request. Tip Before clearing the chat, ask Copilot to summarize the current state of your Zap. You can paste this summary into your next conversation to give Copilot context without a long chat history. Test steps yourself While Copilot can build and configure your workflow, testing each step yourself helps you catch issues before your Zap goes live. Use testing to: Verify that field mappings send the correct data between steps. Confirm that filters and paths route data as expected. Check that connected app accounts have the right permissions. Test with a small sample first, especially if Copilot adds Looping, Paths, or bulk update steps. This helps you confirm the logic before a larger run uses more tasks. Testing manually also reduces the number of Copilot messages you use, which helps if you're on a Free plan with daily message limits. Tip Building and testing with Copilot does not count toward your plan's task usage . Use Copilot across all Zapier products Copilot is not limited to Zap workflows. You can use it to build and configure workflows across all Zapier products. Zap workflows : Build automated workflows from simple descriptions. Canvas : Design workflow layouts and process maps. Tables : Create fields, add data, and set up filtered views. Forms : Design forms that flow into tables and trigger workflows. Agents : Create AI-powered agents for complex, multi-step processes. Functions : Use Copilot to change and debug functions. Your conversation carries over when Copilot moves you between products, so you can build cross-product systems in a single interaction. Provide feedback to improve results Rate Copilot's responses as you build by hovering over a step in the sidebar and clicking the thumbs up or thumbs down icon. Add a comment to explain what worked or did not. This feedback helps improve Copilot's accuracy over time. If Copilot's response does not match your expectations, name the specific dimension that needs to change rather than starting over. One targeted correction is often faster than rephrasing your entire request. Examples \"The tone is too formal.\" \"The filter logic is wrong — it should check for 'Active' status.\" \"Right steps, wrong order — move the email after the lookup.\" Use voice and file inputs For quick or complex ideas, you can dictate your prompt or attach reference materials: Click the microphone icon to describe your workflow out loud. Click the file icon to attach an image, screenshot, or file. This is especially useful when you have a visual reference, like a flowchart or a screenshot of a process you want to automate. Next steps Learn what Zapier Copilot can do . Follow the tutorial to use AI to generate Zap workflows . Learn how to prompt AI in Zapier products . Read the blog guide on building systems with Zapier Copilot . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645709844365-A-Zapier-MCP-tool-call-fails-without-an-error-message", "final_url": "https://help.zapier.com/hc/en-us/articles/45645709844365-A-Zapier-MCP-tool-call-fails-without-an-error-message", "title": "A Zapier MCP tool call fails without an error message", "help_title": "A Zapier MCP tool call fails without an error message", "slug": "_platform", "auth_signals": [], "text": "A Zapier MCP tool call fails without an error message &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP A Zapier MCP tool call fails without an error message May 06, 2026 15:37 When a Zapier MCP tool call fails, your AI client may not display the error details. You can find the full failure details on your MCP server. Symptom A tool call fails in your AI client, but no error details are shown. Causes Some AI clients do not pass MCP error details through to the user interface. The error is still recorded on the server side, where you can view the request, the values used, and the failure reason. How to fix it Go to the Zapier MCP dashboard and select your server. Select the History tab. Select the failed tool call to view the error details, including the values used and the output. Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45396606105741-Restore-deleted-records-and-fields-from-Trash-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/45396606105741-Restore-deleted-records-and-fields-from-Trash-in-Zapier-Tables", "title": "Restore deleted records and fields from Trash in Zapier Tables", "help_title": "Restore deleted records and fields from Trash in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Restore deleted records and fields from Trash in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Restore deleted records and fields from Trash in Zapier Tables April 27, 2026 12:15 When you delete records or fields in Zapier Tables , they're moved to Trash instead of being permanently removed. Trash gives you 30 days to restore deleted items before they're permanently deleted. Delete records or fields When you delete records or fields from a table, they're automatically sent to Trash. Delete records Select the checkbox next to the records you want to delete. To select all visible records, select the checkbox at the header of the table. In the toolbar at the bottom of the table, click the Delete icon. Delete fields Click the field header of the field you want to delete. Click Delete field . Access Trash In the toolbar, click the Trash icon . The Trash panel will open. Click the Records or Fields tab to switch between deleted records and deleted fields. Use the Search box to find a specific item. To view a deleted record's original field values, click the record name in Trash. From the detail panel, you can also click Restore this record to restore it directly. Restore items from Trash In the toolbar, click the Trash icon to open Trash. Click the Records or Fields tab to find the item you want to restore. Click the more options beside the item. Click Restore record . The item will be added back to your table. To restore multiple items at once, select the checkbox beside each item, then click Restore . Permanently delete items from Trash Items in Trash are automatically and permanently deleted after 30 days. You can also permanently delete items before then: In the toolbar, click the Trash icon to open Trash. Click the more options beside the item you want to permanently delete. Click Delete forever . Note Deleting an item from Trash cannot be undone. Limitations Items in Trash are permanently deleted after 30 days. Restoring a record will place it back in the table, but it may not return to its original position. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645713274893-Zapier-MCP-tools-work-once-but-fail-on-the-next-try", "final_url": "https://help.zapier.com/hc/en-us/articles/45645713274893-Zapier-MCP-tools-work-once-but-fail-on-the-next-try", "title": "Zapier MCP tools work once but fail on the next try", "help_title": "Zapier MCP tools work once but fail on the next try", "slug": "_platform", "auth_signals": [], "text": "Zapier MCP tools work once but fail on the next try &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP Zapier MCP tools work once but fail on the next try Updated May 06, 2026 15:37 When a Zapier MCP tool works on the first try but fails on subsequent attempts in the same chat, your AI client may be reusing stale information from earlier in the conversation. This article explains how to reset the connection. Symptom A tool works the first time you use it, but fails on the next try in the same chat. Causes Your AI client is reusing outdated authentication context from earlier in the conversation. Your AI client cached tool metadata at the start of the session and is not requesting fresh data. A transient error during the first call left the client in an inconsistent state. How to fix it Start a new conversation in your AI client. If the problem continues, disconnect and reconnect to the server from inside your AI client. Check the Zapier MCP dashboard to confirm the tool is still listed on the Configure tab and no warning indicators appear next to the app connection. Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645738385805-How-Zapier-MCP-usage-works", "final_url": "https://help.zapier.com/hc/en-us/articles/45645738385805-How-Zapier-MCP-usage-works", "title": "How Zapier MCP usage works", "help_title": "How Zapier MCP usage works", "slug": "_platform", "auth_signals": [], "text": "How Zapier MCP usage works &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Set up MCP How Zapier MCP usage works Updated July 22, 2026 13:37 Zapier MCP runs on your existing Zapier plan. There is no separate MCP billing: every tool call through your MCP server consumes tasks from the same task allowance you use for Zap workflows and other Zapier products. This article explains how those tasks are counted, where to find your usage, and what happens when you reach your plan's task limit. How tasks are counted Each successful tool call through your MCP server consumes two tasks . This is a fixed rate. Tool calls that fail do not consume tasks. There is no limit on the number of tool calls per session. Tasks used through MCP count toward your plan's total task allowance. For example, if you ask your AI client to find a contact in HubSpot and then send them an email through Gmail, that is two successful tool calls, four tasks in total. Learn more about how task usage is measured in Zapier . Where to find your usage Your current task usage is displayed in the left sidebar of the Zapier MCP dashboard : Plan Tasks shows the total tasks used across your Zapier account this billing period, out of your plan's allowance. MCP Tasks shows how many of those tasks were used through Zapier MCP specifically. Server and tool limits Each AI client requires its own MCP server. You can have multiple servers (for example, one for Cursor, one for Claude, one for ChatGPT), but only one server per named client. Each server can have multiple tools added to it. A tool corresponds to a single action in a connected app, such as Create Google Calendar Event. There is no limit on the number of tools you can add to a server, or the number of tool calls you can make per session. The only usage limit is the task allowance included with your Zapier plan . What happens when you reach your plan's task limit If you reach your plan's task limit, MCP tool calls stop working until your task allowance resets at the start of your next billing period, or you upgrade your plan. Your server configuration and connected apps stay in place. You do not need to reconfigure anything once tasks are available again. To increase your task limit, upgrade your Zapier plan . If your tools are failing and you still have tasks remaining, the issue is unrelated to your task limit. Usage from deleted servers When you delete an MCP server , all server logs are also deleted. Tasks already consumed by that server still count toward your usage for the billing period. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645739386765-Zapier-MCP-server-connection-times-out", "final_url": "https://help.zapier.com/hc/en-us/articles/45645739386765-Zapier-MCP-server-connection-times-out", "title": "Zapier MCP server connection times out", "help_title": "Zapier MCP server connection times out", "slug": "_platform", "auth_signals": [], "text": "Zapier MCP server connection times out &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP Zapier MCP server connection times out Updated May 06, 2026 15:51 Connection issues with your Zapier MCP server are usually caused by network problems, outdated AI clients, or expired server URLs. This article walks you through diagnosing and resolving each cause. Symptom Your AI client cannot reach your Zapier MCP server, or the connection takes too long and times out. Causes Your network or browser is blocking the connection. Your AI client is out of date. Your MCP server URL has changed or expired. How to fix it Try one or more of the following: Confirm your device has an active internet connection by loading another website in your browser. Verify that mcp.zapier.com loads correctly in your browser. Update your AI client to the latest version. If your AI client supports it, rotate your server URL and reconnect. Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645709953677-Tools-are-missing-in-your-AI-client-when-using-Zapier-MCP", "final_url": "https://help.zapier.com/hc/en-us/articles/45645709953677-Tools-are-missing-in-your-AI-client-when-using-Zapier-MCP", "title": "Tools are missing in your AI client when using Zapier MCP", "help_title": "Tools are missing in your AI client when using Zapier MCP", "slug": "_platform", "auth_signals": [], "text": "Tools are missing in your AI client when using Zapier MCP &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP Tools are missing in your AI client when using Zapier MCP May 06, 2026 15:37 If you have added tools to your Zapier MCP server but they do not appear in your AI client, your client may be using a cached tool list, or the tools may not be configured correctly. This article covers how to refresh the tool list and verify your setup. Symptom You added tools to your MCP server, but they do not appear in your AI client. Causes Your AI client cached an older tool list and needs a manual refresh. The tools are not configured correctly on your server. An app connection has expired. Your server URL is incorrect in your AI client's configuration. How to fix it Refresh your client's tool list. Some clients cache the tool list and need a manual refresh: In ChatGPT: go to Connector Settings , select your Zapier connector, and select Refresh . In Claude Desktop: restart the application. In Cursor or VS Code: reload the window or restart the editor. In other AI clients: check the client's documentation for how to refresh the MCP tool list. Check that your tools are configured correctly. Go to the Zapier MCP dashboard , select your server, and check that the tools appear on the Configure tab. Check your app connection. If a tool shows an alert icon beside its name, select the menu icon beside the app name and select Update authentication to fix the connection. Verify your server URL. Confirm the URL in your AI client matches the one shown on the Connect tab in the Zapier MCP dashboard . Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645755381517-McpAuthorizationError-in-Zapier-MCP", "final_url": "https://help.zapier.com/hc/en-us/articles/45645755381517-McpAuthorizationError-in-Zapier-MCP", "title": "McpAuthorizationError in Zapier MCP", "help_title": "McpAuthorizationError in Zapier MCP", "slug": "_platform", "auth_signals": [], "text": "McpAuthorizationError in Zapier MCP &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP McpAuthorizationError in Zapier MCP Updated May 06, 2026 15:50 The error message McpAuthorizationError indicates that Zapier could not verify the sign-in for your AI client. This usually means an app connection on your server has expired and needs to be reauthenticated. Symptom Your AI client (such as Claude) shows the error message McpAuthorizationError when trying to connect to Zapier MCP. Causes An app connection on the server has expired or been revoked. The server URL saved in your AI client is out of date. How to fix it Reconnect the app that is failing: In the left sidebar of the Zapier MCP dashboard , select your server. Select the menu icon beside the name of the app. Select Update authentication and follow the prompts to reconnect. Try the action in your AI client again. If the error persists and your AI client supports it, regenerate your server URL and update the saved URL in your AI client's configuration: Go to the Zapier MCP dashboard and select your server. In the top menu bar, select the Connect tab. Click the Rotate token button to regenerate your MCP server URL. Copy the new server URL and update it in your AI client's configuration. Restart your AI client and try connecting again. Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45394909914381-Set-up-your-agent-s-trigger", "final_url": "https://help.zapier.com/hc/en-us/articles/45394909914381-Set-up-your-agent-s-trigger", "title": "Set up your agent s trigger", "help_title": "Set up your agent s trigger", "slug": "_platform", "auth_signals": [], "text": "Set up your agent&#39;s trigger &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Create agents Set up your agent&#39;s trigger Updated May 29, 2026 18:18 A trigger determines when and why your agent runs. Before publishing your agent , select a trigger that matches how you want to start your agent. Default triggers These triggers are available for all agents: Trigger How it works On Demand The agent runs when you manually start it using the Run button or by chatting with it. Schedule by Zapier The agent runs automatically at set intervals (for example, every day at 9 AM). Trigger via Zap workflows &amp; MCP The agent runs when triggered by a Zap action step or a Zapier MCP server. Learn more about starting an agent from a Zap . Trigger from another app You can also select an app trigger (like Gmail, Google Sheets, or Slack) to start your agent when a specific event occurs in that app, such as when a new email arrives or a new row is added to a spreadsheet. When you use an app trigger, your agent will receive data from that app when the trigger event occurs. You can then mention this data in your agent's instructions. Add or change a trigger From the Zapier Agents home , select your agent . In the Trigger section, click + Add trigger (or click the existing trigger to change it). Select a default trigger or search for an app . Configure any required fields (like schedule frequency or app connection). Click Add trigger . What happens after publishing Once you publish your agent , your trigger becomes active: Schedule by Zapier trigger: runs at the configured intervals. App trigger: waits for events to happen (like new emails or spreadsheet rows). On Demand trigger: responds when you click Run or chat with the agent. Trigger via Zap workflows &amp; MCP: responds when a connected Zap or MCP server calls the agent. If your agent uses the On Demand trigger, you must manually start it each time using the Run button or by sending a message in the chat. Note Until you publish, your agent only runs during testing. Publishing activates your trigger and allows your agent to respond to events automatically. Verify your agent is running If you're unsure whether your trigger is working, check the Activity tab to see your agent's run history. By default, Activity shows runs from the past two days—use the date picker to select a wider range if needed. If you do not see expected activity, see troubleshooting tips for Zapier Agents . Next steps Add actions to give your agent tools to work with. Add knowledge sources to provide your agent with data. Publish your agent to activate the trigger. Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645723789837-A-specific-app-is-not-working-in-Zapier-MCP", "final_url": "https://help.zapier.com/hc/en-us/articles/45645723789837-A-specific-app-is-not-working-in-Zapier-MCP", "title": "A specific app is not working in Zapier MCP", "help_title": "A specific app is not working in Zapier MCP", "slug": "_platform", "auth_signals": [], "text": "A specific app is not working in Zapier MCP &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP A specific app is not working in Zapier MCP May 06, 2026 15:37 If a specific app stops working in your AI client when using Zapier MCP, the app connection on your MCP server likely needs attention. Symptom A specific app is not working in your AI client. An alert icon appears next to the app on your MCP server. Causes The app connection has expired and needs to be reauthenticated. The app's API permissions were revoked from the third-party service. The tool is misconfigured on your MCP server. How to fix it In the left sidebar of the Zapier MCP dashboard , select your server. Find apps with an alert icon beside their name. Select the menu icon beside the app name. Select Update authentication and follow the prompts. This updates the connection for all tools using that app. Learn more about managing tools for your MCP server . Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645723987213-Zapier-MCP-sign-in-completes-in-your-browser-but-your-AI-client-does-not-connect", "final_url": "https://help.zapier.com/hc/en-us/articles/45645723987213-Zapier-MCP-sign-in-completes-in-your-browser-but-your-AI-client-does-not-connect", "title": "Zapier MCP sign in completes in your browser but your AI client does not connect", "help_title": "Zapier MCP sign in completes in your browser but your AI client does not connect", "slug": "_platform", "auth_signals": [], "text": "Zapier MCP sign-in completes in your browser but your AI client does not connect &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP Zapier MCP sign-in completes in your browser but your AI client does not connect Updated May 06, 2026 15:51 When you sign in to Zapier MCP through your browser, the sign-in window may complete successfully but your AI client never receives the result. This typically happens with terminal-based AI clients, certain WSL configurations, or browser extensions that interfere with sign-in redirects. Symptom The sign-in window opens in your browser and appears to finish successfully, but your AI client never receives the result and the connection does not complete. Causes Claude Code is running on WSL (Windows Subsystem for Linux) and the sign-in redirect cannot reach the client. VS Code extensions are interfering with the sign-in process. A terminal-based AI client cannot receive the sign-in result back from the browser. An older version of Cursor or Windsurf has a known sign-in bug that prevents the connection from completing. Claude Desktop did not pick up the completed sign-in. How to fix it Try one or more of the following: Start the sign-in from inside your AI client and wait for it to prompt you to open your browser. Do not open the sign-in link before your AI client is ready to receive the result. Check that your browser is not blocking pop-ups or redirects from zapier.com . Update your AI client to the latest version. Use a different browser. Some browser extensions can interfere with sign-in redirects. Restart your AI client (especially Claude Desktop) and try connecting again. If you are using WSL, run your AI client from a native Windows terminal instead. If you are using VS Code with extensions installed, disable them and try connecting again. If your AI client supports it, rotate your server URL and set up the connection again from scratch. Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45669051607053-Export-app-connections-from-your-account", "final_url": "https://help.zapier.com/hc/en-us/articles/45669051607053-Export-app-connections-from-your-account", "title": "Export app connections from your account", "help_title": "Export app connections from your account", "slug": "_platform", "auth_signals": [], "text": "Export app connections from your account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Export app connections from your account Updated May 07, 2026 13:03 You can export a list of all app connections in your Zapier account as a CSV file. This helps you audit which third-party apps are connected to your organization, identify who owns each connection, and review connection details for security and compliance purposes. Available on plans: Free Professional Team Enterprise Example Your IT team needs to review which third-party apps have been connected to personal accounts versus company-managed accounts. They can export the full connection list, filter by a column, like owner email domain, and identify any connections that need to be reviewed or migrated. Before you begin You must be either: The owner of your account in any Zapier plan. A super admin in a Team or Enterprise account. Export app connections From the Zapier home page or any Zapier product page, click your profile icon in the top right corner. A dropdown menu will open. Select Settings . You will be redirected to the My profile page in your Zapier settings. In the left sidebar, click Security and data . Scroll down to the Data management section. In the Download all app connections field, click the download icon . Zapier will email you a CSV file with all app connections in your account with the following fields: Column Description connection_id Unique identifier for the connection app Name of the connected app title Display name of the connection label Custom label assigned to the connection owner_email Email address of the connection owner owner_name Name of the connection owner is_managed Whether the connection is a managed app connection is_shared Whether the connection is shared with other users shared_with Users or teams the connection is shared with status Current status of the connection (active or expired) created Date and time the connection was created last_updated Date and time the connection was last modified Note The export never includes credentials, API keys, or other sensitive authentication data. It only includes metadata about connections. Next steps You can also: Manage your app connections to test, rename, or delete connections. Share app connections with team members. Set up managed apps to centralize control over sensitive app connections. Review your audit log for detailed account activity. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45697369669517-Zapier-Agents-agent-is-not-running", "final_url": "https://help.zapier.com/hc/en-us/articles/45697369669517-Zapier-Agents-agent-is-not-running", "title": "Zapier Agents agent is not running", "help_title": "Zapier Agents agent is not running", "slug": "_platform", "auth_signals": [], "text": "Zapier Agents: agent is not running &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Troubleshoot agents Zapier Agents: agent is not running May 08, 2026 09:26 If your agent is not running when expected, it may not be published, the trigger may not be configured correctly, or you may have reached your activity limit. Symptom Your agent does not run when you expect it to. No new runs appear in the Activity tab. The Run button is greyed out and cannot be clicked. Causes Your agent has not been published yet. Your agent is currently running (a run is in progress). You have reached your activity limit . Your trigger is not configured correctly. No trigger events have occurred since the agent was published. How to fix it Check if your agent is published: From your agent's page, look for the status indicator. If it shows \"Not published,\" click Publish to activate it. Check the Activity tab: From your agent's page, click Activity at the top. By default, Activity shows runs from the past two days. To see older runs, click the date filter and select a wider range. Look for runs with a Completed status to confirm your agent has been running. Run your agent manually: Click the Run button in the upper-right corner of your agent's page. The agent will execute using your current configuration. Check the Activity tab to see the run result. If the Run button is greyed out: Check if your agent shows \"Not published\" in the status. If so, click Publish to activate it. If a run is in progress, wait for it to complete. Check the Activity tab for the current status. If you have reached your activity limit, upgrade your plan or wait until your billing cycle resets. Check your trigger configuration: Verify your trigger is configured correctly . For app triggers, confirm that trigger events have occurred in the connected app. Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45645739278733-Zapier-MCP-tools-return-not-found-404-errors", "final_url": "https://help.zapier.com/hc/en-us/articles/45645739278733-Zapier-MCP-tools-return-not-found-404-errors", "title": "Zapier MCP tools return not found 404 errors", "help_title": "Zapier MCP tools return not found 404 errors", "slug": "_platform", "auth_signals": [], "text": "Zapier MCP tools return &quot;not found&quot; (404) errors &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI MCP Troubleshoot MCP Zapier MCP tools return &quot;not found&quot; (404) errors Updated May 06, 2026 15:51 If Zapier MCP tools start returning 404 errors after working previously, the server URL stored by your AI client has likely expired. This issue only affects AI clients that save the server URL in their configuration. Symptom Your MCP tools stop working and return 404 ( not found ) errors when your AI client tries to use them. Causes The server URL stored in your AI client's configuration is no longer valid. The URL contains a secret key that can become invalid over time, particularly after long periods of inactivity or after a security event. Once the key is invalid, the saved URL can no longer authenticate tool calls. How to fix it If your AI client supports updating the server URL in its configuration, generate a new URL and replace the saved one: Go to the Zapier MCP dashboard and select your server. Select the Connect tab. Click the Rotate token button to generate a new server URL. This is only available if your client supports it. Update the URL in your AI client's configuration . Restart your AI client. Note Your MCP server URL is like a password. Do not share it, as anyone with the URL can run your actions and access your data. If you believe your URL has been exposed, rotate it immediately. Still need help? If this article did not fix the issue: Ask in the Zapier Community for advice from experienced Zapier users. Contact the Zapier MCP team for feedback or help. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45395356312333-Restore-deleted-records-and-fields-from-Trash-in-Zapier-Tables", "final_url": "https://help.zapier.com/hc/en-us/articles/45395356312333-Restore-deleted-records-and-fields-from-Trash-in-Zapier-Tables", "title": "Restore deleted records and fields from Trash in Zapier Tables", "help_title": "Restore deleted records and fields from Trash in Zapier Tables", "slug": "_platform", "auth_signals": [], "text": "Restore deleted records and fields from Trash in Zapier Tables &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Tables Work with tables Restore deleted records and fields from Trash in Zapier Tables Updated May 11, 2026 08:47 When you delete records or fields in Zapier Tables , they're moved to Trash instead of being permanently removed. Trash gives you 30 days to restore deleted items before they're permanently deleted. Delete records or fields When you delete records or fields from a table, they're automatically sent to Trash. Delete records Select the checkbox next to the records you want to delete. To select all visible records, select the checkbox at the header of the table. In the toolbar at the bottom of the table, click the Delete icon. Delete fields Click the field header of the field you want to delete. Click Delete field . Access Trash In the toolbar, click the Trash icon . Click the Records or Fields tab to switch between deleted records and deleted fields. Use the Search box to find a specific item. To view a deleted record's original field values, click the record name in Trash. From the detail panel, you can also click Restore this record to restore it directly. Restore items from Trash In the toolbar, click the Trash icon . Click the Records or Fields tab to find the item you want to restore. Click the menu icon beside the item. Click Restore record or Restore field depending on what you want to recover. The item will be added back to your table. To restore multiple items at once, select the checkbox beside each item, then click Restore . Permanently delete items from Trash Items in Trash are automatically and permanently deleted after 30 days. You can also permanently delete items at any time. Delete individual items In the toolbar, click the Trash icon . Click the menu icon beside the item you want to permanently delete. Click Delete forever . Empty all items from Trash To permanently delete all items in Trash at once: In the toolbar, click the Trash icon . Click the Empty trash icon in the Trash panel toolbar. In the confirmation dialog, click Empty trash . Note Permanently deleting items from Trash cannot be undone. Limitations Items in Trash are permanently deleted after 30 days. Restoring a record will place it back in the table, but it may not return to its original position. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45697369623693-Zapier-Agents-app-connection-errors", "final_url": "https://help.zapier.com/hc/en-us/articles/45697369623693-Zapier-Agents-app-connection-errors", "title": "Zapier Agents app connection errors", "help_title": "Zapier Agents app connection errors", "slug": "_platform", "auth_signals": [], "text": "Zapier Agents: app connection errors &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Troubleshoot agents Zapier Agents: app connection errors Updated May 15, 2026 15:52 Agents rely on app connections to perform actions. If a connection is expired or misconfigured, your agent cannot complete tasks in that app. Symptom Your agent fails to complete an action in a connected app. You may see an error message in the agent's Activity tab indicating the app connection needs to be reconnected, or the agent may report that it cannot access the app. Causes The app connection has expired or been revoked. Your password changed in the connected app. The app revoked Zapier's access due to inactivity. The connected account does not have permission to access the required data. A shared app connection was unshared, and you no longer have access to it. How to fix it Go to your Zapier connections . Find the app your agent is trying to use. If the connection shows an error, click Reconnect and sign in again. If the connection is missing because a shared connection was unshared, connect a new account or ask the connection owner to share the connection with you again. Return to your agent and test the action. You can also ask your agent to review all app connections for errors. Message your agent something like: \"Can you check if there are any issues with my app connections?\" Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45884588103309-Get-started-with-Zapier-s-AI-workspace", "final_url": "https://help.zapier.com/hc/en-us/articles/45884588103309-Get-started-with-Zapier-s-AI-workspace", "title": "Get started with Zapier s AI workspace", "help_title": "Get started with Zapier s AI workspace", "slug": "_platform", "auth_signals": [], "text": "Get started with Zapier&#39;s AI workspace &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI AI workspace Get started with Zapier&#39;s AI workspace May 15, 2026 15:06 Zapier's AI workspace is a single place to get work done across all the apps you use. Describe what you need and the workspace will complete it: update a ticket, send a message, pull data, or draft a doc. It can connect to thousands of apps through Zapier, remember what you've told it across conversations, and keeps working in the background even when you're not there. This article walks you through setting up your workspace and getting your first results. Beta Zapier's AI workspace is in closed beta. It's available to a limited group of users while in active development and may change. Sign up for the waitlist to request access. Before you begin To use the AI workspace, you need: A Zapier account on any plan. Accounts on one or more apps you'd like the workspace to connect to (for example, Google Calendar, Slack, or Jira). Access your workspace Log in to your Zapier account . In the left sidebar, click AI workspace . You'll be directed to your personal space. This area is where you'll find all your conversations, files, and preferences. Connect your apps Connect more apps to expand what the workspace can do for you. You can connect apps in two ways: During a conversation: Ask the workspace to do something with an app (for example, \"What's on my calendar today?\" ). If the app is not connected yet, you'll be asked to authorize it. From your connections page: Go to the App Connections page to connect apps ahead of time. Learn how to connect your apps . Tip Start with the apps you check most often, like your calendar, email, and messaging tool. You can add more at any time. Have your first conversation To start a conversation: From your personal space, click New chat in the left sidebar. Type your request in the message field. Click the Submit button or press Enter on your keyboard. The workspace will figure out which apps and actions are needed to fulfill your request. If it needs more information, it'll ask. Here are some things to try: What you type What happens \"What meetings do I have tomorrow?\" Pulls your calendar and summarizes your schedule. \"Draft a Slack message to #marketing about the campaign launch.\" Writes a message and asks you to confirm before sending. \"Find my open Jira tickets and list them by priority.\" Searches Jira and returns a formatted list. \"Summarize the last 3 emails from Alex.\" Reads your inbox and gives you the key points. Note The workspace goes beyond answering questions. It can take actions on your behalf, such as sending messages, creating documents, updating records and more, depending on the apps you've connected. Save and organize your work Your workspace stores conversations, notes, and documents so it can reference past work without you re-explaining context. You can keep files private in your personal space or share them with your team in shared spaces. To access your spaces, click Knowledge in the left sidebar. This opens a panel where you can browse your personal files and any shared spaces you belong to. Your personal space Your personal space is private. Only you and your workspace can access it. This is where you'll find: Notes and summaries the workspace creates for you. Documents you ask it to draft. Reference files you upload or create. You can also organize files into folders, just like a regular file system. Shared spaces Available on plans: Free Professional Team Enterprise If you're on a Team or Enterprise Zapier account, you can create shared spaces. Everyone in a shared space (and their workspace) can use the same documents and context. To create a shared space: In the left sidebar, click Knowledge . In the Shared spaces section, click + , then click Create Space . Enter a Name for your space and an optional Description . Select an Access level: Open: Anyone in the company can join. Invite Only: People must be invited to join. Private: Only invited people can see this space exists. Click Next to continue to the Members step. Search for team members or teams to add and assign their roles: Viewer: Can view content. Editor: Can view and edit content. Owner: Full access including permissions. Click Done to finish setting up your shared space. Set up work that runs without you AI Workspaces do not stop when you close the tab. You can set up automations, which are background tasks that run on a schedule or in response to specific events. Examples: \"Every weekday at 8 AM, check my calendar and post my schedule to #standup in Slack.\" \"Whenever a new lead comes in from HubSpot, add it to the Google spreadsheet and notify the sales channel.\" \"Every Friday, summarize this week's Jira activity and save it to my workspace.\" To create an automation, describe what you want in a conversation. The workspace will propose the automation and ask you to confirm before activating it. Once confirmed, it runs in the background on the schedule you set. To view and manage your automations: In the left sidebar, click Toolkit . Click Automations . From here, you can see all your automations, filter the list, and check their status (active or inactive). Pause an automation To pause an automation without deleting it: In the left sidebar, click Toolkit . Click Automations . Click the automation name to expand it. Click the Published dropdown. Select Not published . The automation will now show an Inactive label and will not run until you publish it again. Teach it how you work The longer you use the workspace, the less you need to explain. Part of this happens automatically because it remembers your conversations and files. But you can also explicitly teach it by creating skills . A skill is a set of reusable instructions for a specific task. For example: How you like your weekly update formatted. The steps for triaging a support ticket. Your team's tone of voice for customer emails. To create a skill, you can ask the workspace in a conversation: \"Save this as a skill so you remember it next time.\" Once saved, the skill applies to future conversations automatically. Tip Skills can be shared with your team through shared spaces. One person teaches the workspace how to do something, all shared space members can apply it. What to expect over time The workspace gets more useful the longer you use it: First use: You'll connect your apps and try a few requests. The workspace can already act across your tools, but it does not know your preferences yet. After a week: If you create automations or chat regularly, it'll learn your patterns, including which tools you use most, how you like things formatted, and what context matters. Requests that you would have to explain before now work right away. After a month: It knows your projects, your team's processes, and your priorities. You can ask high-level questions ( \"What's the status of Project X?\" ) and get answers drawn from across your tools and past conversations. This happens through a combination of your conversation history, the files in your workspace, and any skills you've created. Next steps Find guides for other Zapier AI products. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45697420326285-Zapier-Agents-unexpected-activity-usage", "final_url": "https://help.zapier.com/hc/en-us/articles/45697420326285-Zapier-Agents-unexpected-activity-usage", "title": "Zapier Agents unexpected activity usage", "help_title": "Zapier Agents unexpected activity usage", "slug": "_platform", "auth_signals": [], "text": "Zapier Agents: unexpected activity usage &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Troubleshoot agents Zapier Agents: unexpected activity usage Updated May 29, 2026 18:18 Agents consume activities for each action they perform. If your agent uses more activities than expected, or your quota depletes rapidly, understanding how activities are counted can help you identify the issue and optimize usage. Symptom Your agent consumes more activities than you anticipated. You may notice your monthly activity quota depleting faster than expected, receive an email warning that you are approaching your limit, or find that your entire quota was consumed by a single agent or a small number of runs. Causes Multiple actions per run: Each action your agent takes counts as a separate activity. A single run can use many activities if the agent performs multiple steps. Processing multiple items: When a trigger returns multiple records (for example, 10 new leads), the agent performs actions on each one, multiplying your activity count. Knowledge source lookups: Each search within a knowledge source uses one activity. Web browsing and searches: Each web page visit or search query counts as a separate activity. Testing on Free plans: Unlike paid plans, tests count toward your monthly quota on Free plans. Processing all data instead of new data: Your agent processes all existing records in a data source instead of only new or updated records. Loops between agents and Zap workflows: An agent triggers a Zap that updates data the agent monitors, creating a loop. How to fix it Review your agent's activity log: From your agent's page, click Activity at the top. Expand individual runs to see exactly which actions consumed activities. Identify which actions are using the most activities. Optimize your agent's instructions: Keep agents focused on 3-5 related actions rather than creating one agent that does everything. Write clear, specific instructions so the agent does not perform unnecessary steps. Use agent-to-agent calls to create modular workflows instead of one complex agent. Process only new data: When setting up triggers, make sure your agent processes only new or updated records, not all existing records. For example, if you connect a spreadsheet as a data source, configure the trigger to act on new rows only rather than processing the entire sheet. Avoid loops between agents and Zap workflows: If an agent triggers a Zap that updates data the agent monitors, you can create an infinite loop. To prevent this: Use filters to stop the loop after one cycle. Add a field (like a \"processed\" checkbox) that the Zap sets after processing, and have the agent ignore records with that flag. Use separate data sources for agent input and Zap output. Use per-run limits as a safeguard: Each agent run has a built-in activity limit (10 on Free plans, 40 on paid plans). If your agent reaches this limit, it pauses and asks for your input before continuing. This prevents a single run from consuming your entire monthly quota. If your agent regularly hits this limit, review your instructions to ensure the agent is not trying to do too much in a single run. Monitor usage regularly: Check the Activities page to see how your agents are consuming activities. If you notice unexpected spikes, review the agent's activity log to identify which actions are using the most resources. Learn more about how Zapier Agents usage is measured and best practices for working with Zapier Agents . Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45852792795917-Configure-app-access-settings-for-your-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/45852792795917-Configure-app-access-settings-for-your-Enterprise-account", "title": "Configure app access settings for your Enterprise account", "help_title": "Configure app access settings for your Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Configure app access settings for your Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Configure app access settings for your Enterprise account Updated June 29, 2026 10:20 You can use app access settings to control which apps members of your Enterprise account can use in Zap workflows and Agents. You can choose to either restrict apps (an open policy) or allow apps (a closed policy). By the end of this tutorial, you'll have configured your app access settings to restrict or allow apps for your account members. Available on plans: Free Professional Team Enterprise Before you begin You must be an admin, super admin, or owner of your account to enable this feature. Your account must have one or more verified domains . Familiarity with app access policies is helpful to understand the difference between restricted and allowed apps. Select your app access setting In the left sidebar on the Zapier home page , click Admin Center to be redirected to the Admin Center . In the left sidebar under the Governance section, select App permissions to be redirected to those settings. The default is the Restricted apps page. If you previously selected an option, that option will be displayed. The other option will be displayed as hyperlinked text so you can click to change. Restrict an app Allow an app Restrict apps When you restrict an app, no one in your account can use that app. Members can still use any app that is not on your restricted list. Add a restricted app In the left sidebar on the Zapier home page , click Admin Center . In the left sidebar under the Governance section, select App permissions . Click Add app . You'll be redirected to the Add restricted app page. In the Search for an app field, search for and select the app you want to restrict. You'll see a warning notification if any members are currently using the app. You can review the app connections and any associated Zap workflows on the Apps page. Click Add restricted app . Remove a restricted app On the Restricted apps page, select the app . You'll be redirected to the restriction page for the app. In the top right, click Remove APP restriction . A dialog box will appear. Click Remove to confirm. (Optional) Add member or team exceptions You can create exceptions to your restricted list so specific members or teams are permitted to use the app. On the Restricted apps page, select the app . You'll be redirected to the restriction page for that app. In the Allow app for specific members or teams field, search for and select a member or team in your account. (Optional) Remove member or team exceptions On the Restricted apps page, select the app . You'll be redirected to the restriction page for that app. In the Members/teams with access section, click Remove next to the exempted member or team . The button will convert to \"Are you sure?\". Click Are you sure? to confirm. Example If you add Quickbooks to your restricted apps list, you can add an exception for your accounting team. This will give your accounting team access to Quickbooks, while the rest of your account will still be restricted from using the app. Limitations You can only enable either restricted apps or allowed apps settings. You cannot enable both. You can switch settings at any time. If you switch to a setting you previously used: Your last settings will be pre-populated. Any held runs resulting from the previous setting can be replayed as long as the app is now permitted. Members of your account will still be able to connect their app accounts and use them to set up triggers and actions (including loading or creating test records), but they will not be able to publish and run the Zap. Agents that use a restricted app may also be impacted. You can only add an exception for one member or team at a time. By default, these settings are account-wide. Account admins, super admins, and owners will be affected by these limits unless you add exceptions. API by Zapier is not governed by app access controls. Users with API keys can access restricted APIs through API by Zapier. To control API by Zapier usage, mark it as a managed app . Plan limitation If you downgrade your Enterprise account, you will lose access to this feature. Allow apps When you add an allowed app, all members of your account can use it. Members cannot use any app that is not in your allowed list. Add an allowed app In the left sidebar on the Zapier home page , click Admin Center . In the left sidebar under the Governance section, select App permissions . Click Change to allowed apps to switch to the allowed apps setting. A dialog box will appear. Click Change to allowed apps to confirm the change. Click Add app . You'll be redirected to the Add allowed app page. In the Search for an app field, search for and select the app you want to allow. Click Add allowed app . You'll see a notification if: Any Zap workflows in your account use the app (those steps were held during Zap runs). You can review the app connections and any associated Zap workflows on your Apps page. The app is already allowed. You'll be redirected to the allowance page for the app. By default, everyone in your account will have access to the app. Remove an allowed app On the Allowed apps page, select the app . You'll be redirected to the allowed page for that app. In the top right, click Delete app . A dialog box will appear. Click Yes, delete to confirm. (Optional) Prohibit specific actions By default, everyone in your account can use all actions in an allowed app. You can limit which actions, including API requests , members can use as well as add exceptions for specific members and teams. On the Allowed apps page, select the app that you want to add an exemption to. You'll be redirected to the allowed page for that app. Select a specific user , team , or Everyone . You'll be redirected to the Actions page for the app. Select the checkbox next to each action you want to disallow. A menu bar will appear at the bottom of the page. Select Restrict . A dialog box will appear. Click Restrict to confirm. (Optional) Remove prohibitions to specific actions On the Allowed apps page, select the app that you want to add an exemption to. You'll be redirected to the allowed page for that app. Select a specific user , team , or Everyone . You'll be redirected to the Actions page for the app. Select the checkbox next to each action you want to allow. A menu bar will appear at the bottom of the page. Select Allow . A dialog box will appear. Click Allow to confirm. Example If you add Quickbooks to your allowed apps list, you can add an exception for your accounting team. This will allow only your accounting team to have access to the app. The rest of your account will not be allowed to use the app. Juana is a member of the Sales team in her company's Zapier account. The Sales team is allowed to use the Create a lead action in Salesforce. If an admin removes Juana's permission to use the Create a lead action, she will still be allowed to use the action because it's permitted for the Sales team, which she is a member of. Limitations You can only enable either restricted apps or allowed apps settings. You cannot enable both. You can switch settings at any time. If you switch to a setting you previously used: Your last settings will be pre-populated. Any held runs resulting from the previous setting can be replayed as long as the app is now permitted. Members of your account will still be able to connect their app accounts and use them to set up triggers and actions (including loading or creating test records ), but they will not be able to publish and run the Zap. Agents that use a prohibited app may also be impacted. You can only add an exception for one member or team at a time. By default, these settings are account-wide. Account admins, super admins, and owners will be affected by these limits unless you add exceptions. App limitations You can restrict existing custom actions , but you cannot prevent members from creating new custom actions. API by Zapier is not governed by app access controls or allowed domains . Users can access restricted APIs or connect personal accounts through this app. To control API by Zapier usage, mark it as a managed app . Action prohibitions You can only restrict actions at this time. Triggers are not supported. To restrict triggers, you must remove the app from your allowed list entirely. If you restrict all actions for the \"Everyone\" group, that group will still have access to triggers for the allowed app. Zapier will default to allowing the broadest permissions for an app. This may override a specific restricted action setting you've enabled. Plan limitations If your account is on a legacy Company plan with 200,000 tasks or less, you cannot use restricted actions. If you downgrade your Enterprise account, you will lose access to this feature. Note Switching policies can disrupt your workflows. When you change from one policy to another, Zap steps using affected apps may be held, Agents may not run as expected, and members may be unable to publish Zap workflows until the app is permitted under the new policy. Before switching, identify affected Zap workflows and Agents, prepare your new app list, and communicate changes to your team. Learn more about what happens when you switch policies . Next steps You've configured app access settings for your Enterprise account. Learn about app access policies to understand how to choose between restricted and allowed apps Set up Zap approvals to add governance to your workflows Create teams to organize members and apply app access exceptions ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45697401524493-Zapier-Agents-blocked-by-browser-settings", "final_url": "https://help.zapier.com/hc/en-us/articles/45697401524493-Zapier-Agents-blocked-by-browser-settings", "title": "Zapier Agents blocked by browser settings", "help_title": "Zapier Agents blocked by browser settings", "slug": "_platform", "auth_signals": [], "text": "Zapier Agents: blocked by browser settings &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Troubleshoot agents Zapier Agents: blocked by browser settings May 08, 2026 09:26 Browser privacy settings can interfere with Zapier Agents. If your browser blocks certain requests, your agent may not load or behave correctly. Symptom Your agent does not load, responds slowly, or behaves unexpectedly in the browser. The agent interface may appear blank or display errors. Causes Your browser's tracker or cookie blocking settings are preventing essential requests. A browser extension is blocking content from zapier.com. Third-party cookies are disabled. How to fix it Allow content from zapier.com in your browser settings. The steps depend on your browser: Brave Google Chrome Microsoft Edge Mozilla Firefox Safari If you use browser extensions that block trackers or ads, try disabling them temporarily for zapier.com. Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45697420232461-Zapier-Agents-agent-fills-out-action-fields-incorrectly", "final_url": "https://help.zapier.com/hc/en-us/articles/45697420232461-Zapier-Agents-agent-fills-out-action-fields-incorrectly", "title": "Zapier Agents agent fills out action fields incorrectly", "help_title": "Zapier Agents agent fills out action fields incorrectly", "slug": "_platform", "auth_signals": [], "text": "Zapier Agents: agent fills out action fields incorrectly &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Troubleshoot agents Zapier Agents: agent fills out action fields incorrectly May 08, 2026 09:26 Agents interpret your instructions to fill out action fields. If the agent misunderstands your intent, it may enter incorrect values. Symptom Your agent completes an action, but the data it enters is wrong. For example, the agent sends a message to the wrong Slack channel, creates a task with an incorrect due date, or uses the wrong email address. Causes The instructions are ambiguous about which values to use. The agent is guessing field values when it should use specific values. The agent does not have enough context to make the right choice. How to fix it Review the agent's activity to see what values it used: - From your agent's page, click Activity at the top. - Find the run with the incorrect data and expand it to see the field values. Identify which field was filled out incorrectly. Update how the agent handles that field: - Go to your agent's Configure screen. - Find the action with the incorrect field. - Change the field setting from \"Let agent decide\" to a specific value, or add clearer instructions about what value to use. Learn more about using actions on Zapier Agents . Still need help? If this article did not fix the issue: Ask in the Zapier Community . Get advice from experienced Zapier users. Learn more about getting help and support with Zapier . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/46001908703757-Enhanced-field-mapping-makes-structured-data-easier-to-work-with", "final_url": "https://help.zapier.com/hc/en-us/articles/46001908703757-Enhanced-field-mapping-makes-structured-data-easier-to-work-with", "title": "Enhanced field mapping makes structured data easier to work with", "help_title": "Enhanced field mapping makes structured data easier to work with", "slug": "_platform", "auth_signals": [], "text": "Enhanced field mapping makes structured data easier to work with &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2026 Enhanced field mapping makes structured data easier to work with May 20, 2026 11:44 Field mapping in the Zap editor now shows structured data the way it actually exists—as nested objects, arrays, and lists—instead of flattening everything into long, repetitive field names. This makes it easier to find and map the exact data you need when working with complex API responses, webhook payloads, and AI outputs. What does this mean for you? See the structure: A visual data browser shows hierarchical data as collapsible trees instead of flattened lists. Easily identify field types: Each field displays its data type (string, number, array, object) so you can map with confidence. Get line items easily: Hover on any nested field and click Get all values to map it as line items—no separate Formatter step needed. Map what you need: Select a single value, an entire array, or a whole object depending on what your next step requires. Availability Enhanced field mapping is available on all Zapier plans. During rollout, a toggle in the field mapping dropdown lets you switch between the nested view and the classic view. Get started Learn how to use the nested field mapping view . Note This information was accurate at the time of publication. Check the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45886051501069-Zap-workflows-now-require-owner-access-to-all-app-connections", "final_url": "https://help.zapier.com/hc/en-us/articles/45886051501069-Zap-workflows-now-require-owner-access-to-all-app-connections", "title": "Zap workflows now require owner access to all app connections", "help_title": "Zap workflows now require owner access to all app connections", "slug": "_platform", "auth_signals": [], "text": "Zap workflows now require owner access to all app connections &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2026 Zap workflows now require owner access to all app connections Updated May 29, 2026 18:16 When you turn on or publish a Zap, the Zap editor now checks that the Zap's owner has access to every app connection used in the Zap. If a connection is not shared with the owner, they will not be able to turn on the Zap. The Zap editor will display a message identifying the step and connection that needs to be shared. Learn more Share app connections with members of your Team or Enterprise account Manage your app connections Note This information was accurate at the time of publication. Check the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45955900008973-Set-up-usage-alerts-in-your-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/45955900008973-Set-up-usage-alerts-in-your-Enterprise-account", "title": "Set up usage alerts in your Enterprise account", "help_title": "Set up usage alerts in your Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Set up usage alerts in your Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Notifications Set up usage alerts in your Enterprise account Updated May 29, 2026 18:17 You can set up usage alerts to notify you when your account's task usage exceeds your defined threshold. This helps you catch unexpected spikes early, so you can quickly check whether there's a problem with a Zap. Available on plans: Free Professional Team Enterprise Before you begin You must be an admin, super admin, or owner of your Enterprise account. Learn more about how task usage is measured in Zapier . Set up a usage alert Go to the Admin Center by clicking the Admin Center icon in the left sidebar. In the admin settings sidebar, select Usage alerts under the Insights section. In the Task usage alerts field, click to toggle the usage alert switch on. In the input box for the Alert when usage exceeds field, enter the number of tasks per hour that will trigger the alert. Click Save . Zapier evaluates your usage against the threshold every 15 minutes. When your task usage per hour exceeds the threshold, Zapier sends an email and in-app notification to all admins, super admins, and the account owner. Tip The Usage alerts page displays your organization's average tasks per hour. Use this as a reference when setting your threshold to avoid false alarms while still catching unusual spikes. Turn off a usage alert Go to the Admin Center by clicking the Admin Center icon in the left sidebar. In the admin settings sidebar, select Usage alerts under the Insights section. In the Task usage alerts field, click to toggle the usage alert switch off. When you turn off the alert, the threshold is cleared and you stop receiving notifications. Respond to a usage alert When you receive a usage alert email, you can click the link in the email to open the Alerts page and view details about the spike, including: The number of tasks that ran Your current threshold When the spike occurred The top Zap workflows driving the increased usage From the alert details, you can pause any Zap that's causing the spike or adjust your threshold. Next steps You've set up usage alerts to monitor task consumption in your Enterprise account. Review your account usage in the analytics dashboard to see detailed task usage reports. View all issues on the Alerts page to monitor Zap errors and connection issues. Learn about flood protection settings to prevent runaway automations. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/46009936594957-Add-an-agent-to-a-folder", "final_url": "https://help.zapier.com/hc/en-us/articles/46009936594957-Add-an-agent-to-a-folder", "title": "Add an agent to a folder", "help_title": "Add an agent to a folder", "slug": "_platform", "auth_signals": [], "text": "Add an agent to a folder &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Zapier AI Agents Manage agents Add an agent to a folder May 20, 2026 15:42 In Zapier Agents, you can add your agents to folders in your Zapier account. Prerequisites Before you can add an agent to a folder: You must have at least one folder in your account. You must be the agent owner or have edit access to the agent. Add an agent to a folder Go to the Agents home . Find the agent you want to add to a folder and click the menu icon . Click Add to folder . A dialog box will open. In the Search folders field, search for and select a folder . Click Move to folder . The agent will now appear in the selected folder on your Folders page. Note Agents appear in your folders, but you cannot manage them from the folder page. To edit, run, or configure an agent, go to the Agents home . Next steps Once your agent is in a folder, you can: Share the folder with other members of your Team or Enterprise account Provide feedback and get help Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team . You can also discuss Agents with other users on Zapier's Early Access Program Slack . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/46011235054093-Copy-assets-to-another-account", "final_url": "https://help.zapier.com/hc/en-us/articles/46011235054093-Copy-assets-to-another-account", "title": "Copy assets to another account", "help_title": "Copy assets to another account", "slug": "_platform", "auth_signals": ["webhook"], "text": "Copy assets to another account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Account organization Copy assets to another account Updated June 18, 2026 18:36 If you work with multiple Zapier accounts, you can copy assets between them. This works for Zap workflows, Tables, Forms, Interfaces, Chatbots, and Agents. Copying assets lets you reuse automations and resources across accounts without rebuilding them from scratch. Prerequisites If your account has single sign-on through SAML enabled , an admin must provision your account in your company identity provider before you can copy assets between accounts. Copy assets to another account To copy assets: Go to your Assets page. Select the checkbox next to each asset you want to copy. You can copy multiple assets at once. A menu bar will appear at the bottom of the page. In the menu bar, click Copy to another account . Select the destination account . Click Continue . Select an existing folder . To add a new folder at the destination, click + Create new folder . A text field will appear and you can name your folder . Click Continue to review the changes. Click Copy . Depending on the number of assets you are copying, the process can take some time to finish. Stay on the page until all the assets have been copied. Tip You can also copy a single asset from its row in the asset list. Click the menu icon on the asset row and select Copy to another account . What happens when you copy assets? When you copy an asset to another account: Related assets are not included: If an asset depends on other assets (such as a Zap that uses a Zapier table), you must copy all assets. They are not copied automatically. If they are in the same folder, you can copy them in bulk. Sharing and permissions may change: The copied asset inherits the permissions of the destination folder. These may be different from the permissions in the original folder. App connections must be re-authenticated: Copied assets include placeholder connections that must be authenticated in the destination account. If you copied Zap workflows, a Connect your apps dialog box will appear after copying. You can select an existing connection or connect a new account for each app. If necessary, share app connections with team members. Global variables become static values: Any global variables used in the asset are replaced with their current values at the time of copying. Run history and usage data are not copied: Your asset appears in the destination account as a new asset, with no history or usage. All history of the original asset is preserved. Zap workflows and agents are turned off after copying: Copied Zap workflows and agents are turned off in the destination account, regardless of their status in the source account. After copying, review and turn on each Zap or agent when ready. Webhook URLs change: If a copied Zap uses Webhooks by Zapier , the webhook URL will be different from the original. Update any external services that send data to the webhook. Limitations You cannot copy an asset you do not have View access to. You must add an agent to a folder before you can copy it. Next steps You've copied assets to another account and they are ready to use. Share app connections with members of your Team or Enterprise account to give teammates access to the connected apps in copied assets View all assets in your Zapier account to review what's in your destination account Manage assets in your Zapier account to rename, move, or delete what you've copied ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/47031545308557-Roles-and-permissions-in-organizations-and-workspaces", "final_url": "https://help.zapier.com/hc/en-us/articles/47031545308557-Roles-and-permissions-in-organizations-and-workspaces", "title": "Roles and permissions in organizations and workspaces", "help_title": "Roles and permissions in organizations and workspaces", "slug": "_platform", "auth_signals": [], "text": "Roles and permissions in organizations and workspaces &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Organizations and workspaces in Enterprise accounts Roles and permissions in organizations and workspaces Updated June 30, 2026 15:06 Learn about the roles available in organizations and workspaces, and what each role can do. Available on plans: Free Professional Team Enterprise Role overview Organizations and workspaces have different roles at each level. Level Role What they can do Organization Owner Full control. Can log into any workspace. Can create and edit workspaces, view task usage across all workspaces, and manage users at the org level. Manages billing and plan. Organization Super Admin Full control like owners, but cannot change billing or plan settings. Can view billing information in the Org Admin Center. Workspace Admin Can manage permissions within their workspace and build and run Zaps. Workspace Member Can build and run Zaps within their workspace. Detailed permissions The following table shows what each role can do across organization and workspace actions. Action Owner Super Admin Workspace Admin Workspace Member Organization actions Create and rename workspaces Yes Yes No No Invite and remove users from the org Yes Yes No No Manage organization security settings Yes Yes No No View task usage across all workspaces Yes Yes No No View billing information Yes Yes No No Manage billing and plan settings Yes No No No Workspace actions Access all workspaces automatically Yes Yes No No View Audit Log and Log streams Yes Yes No No View all shared and private folders and Zaps Yes Yes No No Manage app restrictions Yes Yes Yes No View and delete all app connections Yes Yes Yes No Create, edit, and delete Zaps and folders Yes Yes Yes Yes How roles work with User Groups User Groups control which workspaces members can access and what role they have in those workspaces. A user must be in a user group that is mapped to a workspace before they can access that workspace. Being a member of the organization is not enough on its own. When you assign a group to a workspace, you also specify what role members of that group have in that workspace (admin or member). If a user gets different levels of access to a workspace because they are part of multiple Groups, the highest level of access is used. Learn more about managing members and User Groups . User Groups vs. Teams User Groups and Teams are two distinct concepts. Concept Level Purpose User Groups Organization Control which workspaces members can access and what role they have in those workspaces. Managed by owners and super admins. Teams Workspace Sharing groups within a workspace — used to tag people when sharing folders, connections, or mentions. Managed by workspace admins. User Groups determine access to workspaces. Teams determine sharing within a workspace. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/46426440004621-Where-to-review-your-task-usage-in-Zapier", "final_url": "https://help.zapier.com/hc/en-us/articles/46426440004621-Where-to-review-your-task-usage-in-Zapier", "title": "Where to review your task usage in Zapier", "help_title": "Where to review your task usage in Zapier", "slug": "_platform", "auth_signals": [], "text": "Where to review your task usage in Zapier &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Where to review your task usage in Zapier Updated June 30, 2026 14:40 Zapier shows task usage in several places, each designed for a different purpose and audience. The billing page captures total task usage across all products and access methods, and is always the most accurate figure for your account. The other locations in this article are operational views that help you find usage within specific workflows or time periods. Where to check your task usage The right place to check depends on what you need: A quick snapshot of tasks used. A detailed breakdown by Zap. Account-wide totals for billing. Some locations are available to everyone, while others require specific plan types, or a specific account role. All plans Location What it tracks Best for Who can access Navigation sidebar Total billable tasks across Zap workflows and MCP for the current billing period Quick snapshot of how many tasks you've used relative to your plan limit. Members who can only access their own workspace get an estimate based on their own usage, not the full account total. Everyone (within their workspace) Billing page: Subscription tab Total tasks used in relation to your plan limit for the current billing period Quick check of how much of your plan tasks you've used Owners, admins and super admins Billing page: Usage Insights tab Billable task counts across Zap workflows and MCP, grouped by product type, not by individual Zap Detailed breakdown for billing reconciliation Owners, admins and super admins Zap history: Task usage tab Task usage from your Zap workflows (Zaps, AI by Zapier, Code by Zapier, Lead Router) over a selected time period; does not include MCP usage Identifying which Zap workflows used the most tasks Everyone (for Zap workflows you can access) Zap history: Zap runs tab Task usage broken down by individual Zap run Identifying which specific run used the most tasks Everyone (for Zap workflows you can access) Zap run in the Zap editor Billable tasks used within AI by Zapier and Code by Zapier steps (for example, extended runtime for Code by Zapier steps, and model tier and tool calls for AI by Zapier steps), not overall task counts Understanding which activity within a step used tasks Everyone (for Zap workflows you can access) MCP left sidebar MCP-specific task usage Reviewing tasks generated by MCP connections Everyone (within their workspace) Note If your account uses workspaces, some locations show task usage related to your workspace instead of the full account: Navigation sidebar : Members who can only access their own workspace get an estimate based on their own usage, not the full account total. MCP left sidebar : Shows usage for the MCP connections in your workspace. Multi-user plans (Team and Enterprise) Location What it tracks Best for Who can access Admin Center Total task usage for the whole account, matching what your bill tracks; includes MCP usage At-a-glance account health monitoring (usage, errors, held Zaps); identifying issues needing review; central location for admin settings Admins, super admins, and owners in Team and Enterprise accounts Analytics Account task usage for monitoring and troubleshooting, covering all products and categories (for example, Zap workflows and MCP) Tracking usage by Zap, app, or team member; monitoring error rates Owners, admins and super admins in Enterprise accounts Why numbers may differ between locations The total shown in each location can vary because of the following reasons: Different product coverage : The billing page, Admin Center, and Analytics include usage from Zap workflows and MCP. The Task usage tab in Zap history tracks Zap workflows only. Your role in the account : Owners and super admins can review all account usage. Members can only review usage for Zap workflows they own or that are shared with them, so task counts may be lower than the account total on the billing page. Timezones : The billing page uses UTC (Coordinated Universal Time). Zap history uses your local timezone, so daily counts near midnight may appear in different periods. Deleted Zap workflows : Tasks from deleted Zap workflows count toward your billing total but do not appear in the Zap history workflow list. Next steps Check Zap run details and task usage in Zap history. Monitor your total task usage from the Usage Insights tab. Track usage by Zap, app, or team member in the Analytics dashboard (Enterprise only). Learn how MCP task usage is counted and where to find it. Learn what counts as a billable task in Zapier. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/46950572020621-Export-member-task-usage-data-in-your-Team-or-Enterprise-account", "final_url": "https://help.zapier.com/hc/en-us/articles/46950572020621-Export-member-task-usage-data-in-your-Team-or-Enterprise-account", "title": "Export member task usage data in your Team or Enterprise account", "help_title": "Export member task usage data in your Team or Enterprise account", "slug": "_platform", "auth_signals": [], "text": "Export member task usage data in your Team or Enterprise account &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Billing Export member task usage data in your Team or Enterprise account June 26, 2026 14:30 If you manage a Team or Enterprise account, you can export a CSV file showing how many tasks each member has used in the current billing cycle. This helps you audit usage across your account and identify which members are driving the most automation activity. Available on plans: Free Professional Team Enterprise Before you begin You must be an Admin, Super Admin, or Owner of a Team or Enterprise account to export member task usage data. Export member task usage data Go to your member settings . In the upper right, click Download member data . Click Save when prompted to download the CSV file to your computer. What the file contains The exported CSV file includes the following information for the current billing cycle : Email address Full name Role Number of tasks Number of Zaps Number of app connections Last login date Limitations The export only reflects usage for the current billing cycle . Data from previous billing cycles is not included. Only Admins, Super Admins, and Owners can export this data. Regular members do not have access. Next steps You've exported a breakdown of task usage across your account members. Review your account usage in the analytics dashboard : Track usage by Zap, app, or member over custom date ranges (Enterprise only). Monitor task usage in the Usage Insights tab : Review your account's total task usage for the current billing period. Learn how task usage is measured in Zapier : Understand which actions count as billable tasks. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/47585848967437-Action-required-Update-your-Greenhouse-Zaps-before-the-Harvest-API-deprecation", "final_url": "https://help.zapier.com/hc/en-us/articles/47585848967437-Action-required-Update-your-Greenhouse-Zaps-before-the-Harvest-API-deprecation", "title": "Action required Update your Greenhouse Zaps before the Harvest API deprecation", "help_title": "Action required Update your Greenhouse Zaps before the Harvest API deprecation", "slug": "_platform", "auth_signals": ["oauth", "api_key"], "text": "Action required: Update your Greenhouse Zaps before the Harvest API deprecation &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: July 2026 Action required: Update your Greenhouse Zaps before the Harvest API deprecation Updated July 27, 2026 14:29 Greenhouse is retiring Harvest API v1 and v2 on August 31, 2026 . If you use Greenhouse with Zapier, you must update your Zaps before August 26, 2026 to avoid disruption. What is changing Greenhouse is deprecating triggers, actions, and searches that rely on their older Harvest API. Zapier is releasing Greenhouse version 2.0.0, which uses Harvest v3 and OAuth 2.0 authentication. New Greenhouse Zaps: After version 2.0.0 is promoted, new Zaps must connect to Greenhouse through the new OAuth 2.0 flow. Your current Greenhouse connection will not appear when you create a new Zap. Existing Greenhouse Zaps: Existing Zaps will remain on version 1.5.1 until you update them. You will not be able to reconnect with a new API key. Why this is happening Greenhouse is modernizing their API to improve performance, security, and reliability. The Harvest v3 API offers better efficiency and follows current API best practices. For more technical details, review Greenhouse's Harvest API overview . Which Greenhouse steps are affected If you use any of the following triggers, actions, or searches in your Zaps, you must update them: Triggers New Candidate Application New Job Post Candidate Hired New Scheduled Interview Job Updated New Scorecard Due Actions API Request (Beta) Create Candidate Note Create Candidate Create Prospect Update Candidate Searches Find Candidate Find Due Scorecard What you need to do You must update your Zaps before August 26, 2026 to avoid disruption. After this date, Zaps using deprecated steps will stop working. Find your affected Zaps Log into Zapier and go to My Apps . In the search box, enter Greenhouse and select it to view your Greenhouse Zaps. Click each Zap and check whether a step name matches the affected steps listed above. Update your Zaps For each affected Zap, in the Zap editor: Click the affected Greenhouse step. In the Setup tab, click Change to update to the newest Greenhouse integration version. Click Reconnect to connect your Greenhouse account using the new OAuth 2.0 flow. In the Account dropdown menu, select your new Greenhouse connection. In the Setup tab, review and reconfigure the step's fields. Available fields or output mappings may have changed. Remap your fields in all downstream steps (later Zap steps that use this output). Click Test step to pull in the latest data. Click Publish to save your changes. Click the toggle switch to turn your Zap back on. Update API Request or custom action steps If you use the API Request action or custom action , you must migrate your request to the Harvest v3 API: Update the URL field to use the new Harvest v3 endpoint. Update the Headers and Body fields to match the Harvest v3 API requirements. Reconfigure any authentication parameters as needed. Review Greenhouse's Harvest v3 partner integration guidance for endpoint and authentication changes. Timeline Phase Date What happens Action required Before August 26, 2026 Update and reconnect your Greenhouse Zaps Zapier deprecation August 26, 2026 Greenhouse version 1.5.1 stops working Greenhouse API cutoff August 31, 2026 Harvest API v1 and v2 are retired Need help? Review how to get started with Greenhouse on Zapier for an overview of available triggers, searches, and actions. Check common problems with Greenhouse on Zapier for troubleshooting tips. Contact Zapier Support if you need assistance updating your Zaps. Note This information was accurate at the time of publication. Check the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/47031553191565-Manage-members-and-User-Groups-in-your-organization", "final_url": "https://help.zapier.com/hc/en-us/articles/47031553191565-Manage-members-and-User-Groups-in-your-organization", "title": "Manage members and User Groups in your organization", "help_title": "Manage members and User Groups in your organization", "slug": "_platform", "auth_signals": [], "text": "Manage members and User Groups in your organization &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Organizations and workspaces in Enterprise accounts Manage members and User Groups in your organization June 30, 2026 14:40 Learn how to manage organization members and user groups in your Zapier organization. User groups control which workspaces members can access and what role they have in those workspaces. Available on plans: Free Professional Team Enterprise Note Users invited to the organization must be added to a user group that has access to a workspace before they can use Zapier. Until then, they will encounter a no-access screen when they log in. View members in your organization In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, select Members . Your organization's members will be listed, along with: Their role. Groups they belong to. Workspaces they have access to. Their last login date. Invite members to an organization In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, select Members . In the top right, click Invite members . A dialog box will open. Enter the email addresses of the users you want to invite. Select the role the invited members should have: Member . Super admin . Click Send invites . Invited members will receive an invitation email with a link to join your organization. Note Owners and super admins can invite members. Workspace-level admins cannot invite members. Provisioning members with SCIM See Provision user accounts with SCIM for instructions on provisioning users using SCIM. Note SCIM provisions users to the organization, but it does not automatically assign them to workspaces. After provisioning, an admin still has to manually add those users to a user group and map that group to a workspace. Switch between workspaces You can use the workspace switcher in the top-right corner to access and switch between any workspaces you have access to. Owners and super admins can switch to any workspace. Workspace Admins and Members can access only the workspaces they belong to. When a user first logs in, they are taken to the last workspace they were authenticated in. View your user groups In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page that lists all groups and the workspaces they are assigned to. Create a User Group In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page. In the top right, click Create group . A dialog box will open. In the Group name field, enter a name for the group. (Optional) In the Description field, add a description of the group. Click Create group . View which members are in a group In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page. Click the name of the group you want to view. You will be redirected to a new page. On the group's page, click the Members tab. You will be redirected to a new page that lists all members of the group along with the date of their last log in and the date they were added. Add members to a group In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page. Click the name of the group you want to add members to. You will be redirected to a new page. Click Add members in the top right. A dialog box will open. Search for and select the members you want to add. Click Add members . Remove members from a group In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page. Click the name of the group you want to remove members from. You will be redirected to a new page. Select the checkbox next to each member you want to remove. A menu bar will appear at the bottom of the page. Click Remove members . Note A user removed from a group loses access to any workspaces that group was mapped to, unless another group also grants them access to the same workspace. Assign a group access to a workspace In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page. Each group will be displayed in a list row with its assigned workspaces in the Assigned workspaces column. Click the name of the group. You will be redirected to a new page. In the top right, click Assign workspaces . A dialog box will open. In the Workspace field, search for and select the workspace you want to assign the group to. Click Assign workspaces . Note By default, groups are assigned member access to a workspace. If a user gets different levels of access to a workspace (admin versus member) because they are part of multiple groups, the highest level of access is used. Unassign a group from a workspace In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page. Each group will be displayed in a list row with its assigned workspaces in the Assigned workspaces column. Click the name of the group. You will be redirected to a new page. For the workspace you want to remove, click the settings icon . A dropdown menu will open. Select Remove workspace . A dialog box will open. Click Remove from group . Note This immediately revokes workspace access for all members of that group, unless they have access through another group. Change a group's workspace role In your organization account: Go to the Admin Center's Workspaces page . In the left sidebar, click Groups . You will be redirected to a new page. Each group will be displayed in a list row with its assigned workspaces in the Assigned workspaces column. Click the name of the group. You will be redirected to a new page. Click the settings icon . A dropdown menu will open. Select Change role . A dialog box will open. Select a role: Member . Admin . Click Update role . ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/45955854506893-Set-up-usage-alerts-to-monitor-task-spikes", "final_url": "https://help.zapier.com/hc/en-us/articles/45955854506893-Set-up-usage-alerts-to-monitor-task-spikes", "title": "Set up usage alerts to monitor task spikes", "help_title": "Set up usage alerts to monitor task spikes", "slug": "_platform", "auth_signals": [], "text": "Set up usage alerts to monitor task spikes &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Product updates Product updates: May 2026 Set up usage alerts to monitor task spikes Updated May 29, 2026 18:16 Enterprise admins can now set up usage alerts to get notified when task usage exceeds a threshold they define. This helps you catch unexpected spikes early—before they burn through your task allocation or indicate a problem with a Zap. Available on plans: Free Professional Team Enterprise What does this mean for you? Catch spikes early. Get email and in-app notifications when task usage exceeds your threshold, so you can investigate before it impacts your account. See what's driving usage. Alert emails link to the Alerts page, showing which Zap workflows are consuming the most tasks. Take action quickly. Pause problem Zap workflows directly from the alert details or adjust your threshold as needed. Availability Usage alerts are available now for all Enterprise accounts. Admins, super admins, and account owners can configure alerts in the Admin Center. Get started Learn how to set up usage alerts in your Enterprise account . Note This information was accurate at the time of publication. Please check out the latest product update notes for any updates or changes. ", "error": null}
{"url": "https://help.zapier.com/hc/en-us/articles/47794821294605-Restrict-AI-by-Zapier-to-your-own-AI-model-provider", "final_url": "https://help.zapier.com/hc/en-us/articles/47794821294605-Restrict-AI-by-Zapier-to-your-own-AI-model-provider", "title": "Restrict AI by Zapier to your own AI model provider", "help_title": "Restrict AI by Zapier to your own AI model provider", "slug": "_platform", "auth_signals": [], "text": "Restrict AI by Zapier to your own AI model provider &ndash; Zapier Skip to main content Refound your company for the AI era at ZapConnect 2026. Save your spot → My Requests My Requests Contact Support Contact Support Sign in Zapier Your Zapier account Data privacy &amp; security Restrict AI by Zapier to your own AI model provider July 31, 2026 14:57 Zapier Agents and Knowledge by Zapier have a single setting to route AI inference through your own AI model provider. AI by Zapier does not have an equivalent setting, but you can achieve the same outcome by combining two things: disabling Zapier's built-in AI models, and restricting app access so only your own AI model provider can run inference. Available on plans: Free Professional Team Enterprise Before you begin You need an admin, super admin, or owner role in your Zapier account. You need an AI model provider already connected. Follow Set up your own AI accounts in Zapier if you have not connected one yet. Familiarity with app access policies and managed apps is helpful. 1. Disable built-in Zapier AI models By default, AI by Zapier can use Zapier's built-in AI models. You must disable them even if you complete the app restriction steps below. Without this step, AI by Zapier can still fall back to Zapier's built-in models when your connected provider is unavailable. Contact Zapier Support and request that built-in Zapier AI models be disabled for AI by Zapier on your account. Note After built-in Zapier AI models are disabled, AI by Zapier steps cannot run if your connected AI model provider is unavailable. 2. Restrict apps that AI by Zapier can access AI by Zapier can use any app connection in your account for inference unless you restrict access. Restrict every app that AI by Zapier can reach except your approved AI model provider. In your Zapier account, go to the Admin Center . In the Governance section in the left sidebar, select App permissions . If your account uses the Allowed apps setting, remove any AI provider apps from your allowed list except your approved AI model provider. If your account uses the Restricted apps setting, add every AI provider app that is not your approved AI model provider to your restricted list. Learn how to configure app access settings for your Enterprise account to set up your restricted or allowed apps. 3. Mark your AI model provider as a managed app Marking your AI model provider as a managed app ensures only admins can create or share credentials for it. This prevents members from connecting their own personal AI provider accounts for use in AI by Zapier. In the Admin Center , select App connections . In the Managed apps field, click +Add managed apps . Search for and select your AI model provider app . Click Save changes . Share your managed connection with the members who need to use AI by Zapier. Limitations You must complete all three steps in this tutorial to fully restrict AI by Zapier to your own provider. Disabling built-in Zapier AI models and restricting app access both need to be in place together; neither step alone prevents AI by Zapier from using Zapier-provided inference. Only admins, super admins, or the owner of your account can disable built-in Zapier AI models, configure app access settings, or mark apps as managed. You can only enable either restricted apps or allowed apps for your account, not both. Review app access policies to select the setting that fits your account. If Zapier adds a new AI model provider to AI by Zapier, that provider is not automatically covered by your existing app restrictions. Contact your account team if you need to block a specific new provider. Next steps Learn more about using your own AI accounts in Zapier . Review app access policies to keep your app restrictions up to date as your account changes. Contact Zapier Support if you need help with your setup. ", "error": null}