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

{"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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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", "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", "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": null, "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": null, "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", "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": null, "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", "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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", "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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": null, "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}